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- Customer holding a portfolio & risk profiled
- Customer holding a portfolio but not risk profiled
- Customer not holding a portfolio & risk profiled
- Customer not holding a portfolio but not risk profiled
Other Features
- How to set Triggers
- How to add & view an External Portfolio
- Brokerwise Performance Section
- Top Navigation Menu
- How to Start an SIP/FIP/STP/SWP
- How to Stop an SIP/FIP/STP/SWP