Account Management
Track portfolios, manage accounts, update details
- Bank Account Registration
- Dividend receivable
- What is the minimum amount for redemption?
- What is the minimum amount for top up in PMS
- Why do you do rebalancing of portfolios?
- Is there an exit load to be paid when closing PMS account?
- Is there a STP (Systematic Transfer Plan) available to invest in Marcellus' PMS?
- Systematic Investment Plan (SIP) in PMS
- How can I top-up (add more funds to) my account?
- When, and how often, can I change fee plan of my PMS account?
- How can I access my PMS account online?
- I forgot my password for online account access. How do I reset?
- Switch Process
- Invoice and Audited Reports
- Nomination
- What is the process for transferring stocks to PMS Account?
- How to add negative securities in the account?
- Fee Change Process
- What is the 'Gains/Loss Prior to Takeover' number in my portfolio performance statement?
- What is the Meaning of “no-catch-up”?