View the entire Frequently Asked Questions (FAQs)

Can I merge one portfolio into another portfolio?

Yes, you can merge one portfolio into another portfolio. We will move your holdings from the portfolio that you do not want, to the destination portfolio. The risk tolerance score of the destination portfolio will continue to be the same.

No buy or sell trades will be executed for the holdings in your portfolio that you do not want, while moving your holdings from that portfolio. Hence you will not be subjected to any realised capital gains or losses for these holdings.