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    Family Portfolio

    What are the benefits of Family Portfolio?

    Some of the ways a customer is benefitted are:

    • Easy monitoring of portfolios – Allows you to track the investments of your family members by providing information of your Net Worth, sector-wise asset allocation and exposures.
    • Consolidated view – Provides a consolidated view of the portfolios of your family members, without the hassle of monitoring several spreadsheets.
    • Better financial planning – Helps in better financial planning and risk management of your family’s investments.
    What is family portfolio? How many family members can I link? Can I place orders on behalf of a family member through Family Portfolio? Where can I access family portfolio? How to link a family account? Can you delete a family member from linked accounts? How? How to view portfolios of select family members? How to accept a pending request?