FAQ's About Portfolio Management

Getting Started

Who is the creator of JARVIS Invest?

Do I need a demat & trading account for subscribing to JARVIS?

Do I need to open a separate Demat & Trading account to subscribe to JARVIS?

How will Risk Profiling help me?

Can I change my Risk Profile to something other than the one that has been suggested by the Risk Questionnaire?

What are the investment strategies that one can choose from?

What happens if I am unable to execute the trades in all the stocks suggested by JARVIS?

Why is there a cash balance on the dashboard?

Why is there a difference in my current portfolio and Jarvis portfolio?

How often can I change my Risk Profile?

How does a change in Risk Profile affect my portfolio?

How often can I change the Investment Strategy?

What is Risk Management System?

What if I miss a RMS Call?

What if I miss Rebalance Call?

What if I do not have sufficient funds to buy on the same day?

What is a Reset Call?

How frequently do Jarvis churn/rebalance the portfolio?