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  •    What is "Equity Systematic Investment Plan" (Equity SIP)?

    Equity SIP (EQUITY SIP) is a new facility offered through JeTrade through which customer gets the privilege to buy pre-specified amount or for a pre-specified quantity in scripts of their choice at regular intervals over a period of time and also book the profit as selected by customer. For instance, customer can select Equity SIP for a period of say 6 months to invest Rs. 2000 per month from Stock list of EQUITY SIP, e.g. HINDALCO or alternatively customer can choose to buy 10 shares of HINDALCO every month from Stock list of EQUITY SIP.

    This is a golden investment opportunity where customer can be fund manager of their own investment. Customer can choose their amount of investment in their selected scrip for their selected span of time. Only thing Customer need to do is fill the form, select the script and select regular investment amount.
       
  •    What is the process involved in EQUITY SIP?

    Existing customer of JeTrade can easily apply for EQUITY SIP online via log in into trading application of Trade Insta, Trade Velocity or Trade on Move.

    Customer can also follow the manual process of downloading the form from website, fill the form and submit to our JeTrade office at: 309, Payal Tower II, Sayajigunj, Vadodara – 390005 along with the bank details so that every month through ECS, the pre-specified amount can be debited. Request for any process involved in EQUITY SIP will take at least 30 days of time.

    After you have provided the necessary details i.e. the script, amount/ quantity to be invested, frequency of investment, total time period, JeTrade will place your Equity SIP buy orders.

    SIP will be triggered (debit from customer bank account) on 10th of every month while trade execution will be on 13th of every month at market rate on best efforts basis. In case of Holiday, the next working day will be considered.
       
  •    Who can apply for EQUITY SIP?

    Any Resident Indian Customer with an active JHAVERI trading account can opt for EQUITY SIP.
  •    Does the customer need to open a new demat or trading account for this?

     
    Yes, customers who are not registered with JHAVERI need to open trading & demat account with POA.

    Existing JHAVERI offline customer can avail the facility by submitting migration form with trading rights along with require documents.
       
  •    What is the minimum tenure for investing in EQUITY SIP?

     
    Minimum tenure period for EQUITY SIP is 12months. Application for EQUITY SIP below tenure of 12 months will not be accepted.
       
  •    What are the trigger dates for SIP?

     
    SIP will be triggered (debit from customer bank account) as per below schedule @ market rates on best efforts basis. In case of Holiday, the next working day will be considered.
     
    Process Cycle Debit from Bank Trade Execute
    Cycle – I 01st 03rd
    Cycle – II 10th 13th
    Cycle – III 20th 23rd
       
  •    Do I get a EQUITY SIP confirmation call?

    Yes. As a process, an authorized representative of the company would call the client to confirm the details of the application. But on every month client will get SMS & email intimation before SIP will get execute for ECS & Trigger.
     
  •    What is the maximum no of script I can opt per SIP form?

    You can opt up to 10 scripts per SIP application. In case, you wish to apply for more than 10 no. of scripts then please fill up an additional SIP form. All application should be signed on the same day mentioning the date.
     
  •    Which are the scripts that I can choose?

    We recommend to go for Nifty50 You can select any stock from Nifty 50 plus exchange traded fund. (Refer Stock List for EQUITY SIP/Form for EQUITY SIP)
     
  •    Is Renewal option available to me?

    You may renew the scheme by re-applying if you continue the scheme by sending the physical application one-month prior scheme end date.
  •    What is the brokerage & fee structure?

    Rs.15/- will be debited as process charges on every SIP installment. (Brokerage & other statutory charges as mentioned in brokerage scheme will be as applicable). Monthly debit amount for EQUITY SIP would be the closing price of last working day of previous month plus 15% volatility margin. Extra charge of Rs. 100 will be applicable /debited on bounce of EQUITY SIP cheque or ECS due to any reason. Amount remaining after deduction of contract charges from SIP amount will be kept in your ledger account.
       
  •    Can I cancel, or modify or keep a pause on the EQUITY SIP?

    Yes, if you wish to modify / pause / cancel existing EQUITY SIP i.e. change number of scrip, quantity of units in the scrip, change the tenure, change trigger date, then you need to download Form for MODIFY / STOP of Equity SIP website www.JeTrade.in and submit to JeTrade office. Request for any process involved in EQUITY SIP will take at least 30 days of time. For removing the pause on the SIP, you need to inform Customer care.
       
  •    Are there any charges to Modify / pause/ re-start the EQUITY SIP?

    No. You will not be charged.
  •    Will the EQUITY SIP trigger, if I have partial / insufficient fund in my account?

     
    There will not be any partial execution of EQUITY SIP in case of amount less than the EQUITY SIP amount. If the amount increases the Upper limit then EQUITY SIP will not be executed.
       
  •    Do I get intimation after EQUITY SIP trigger regarding my successful OR
       unsuccessful transaction?

     
    Yes. You will receive an SMS and email post unsuccessful/successful transaction. The Contract notes and other documents would be sent across as per the normal course of operations. All the communication will be made on register E-mail id with the company.
       
  •    My EQUITY SIP amount debits on 10th and triggers on 13th date of month. What
       happen if my share price increases to the debit amount?

     
    In case, the share price increase to the debit prices, then the debit price would be credited back to customer’s bank account through NEFT or RTGS on 15th date of that month and EQUITY SIP will not trigger for that particular month. In case of Holiday, the next working day will be considered.
       
  •    What happens if my EQUITY SIP is not executed?

    If customer’s EQUITY SIP is not executed repeatedly i.e. more than 1 month then customer will have to fill Form for MODIFY / STOP of Equity SIP and submit to customer care executive to 1st stop the EQUITY SIP and then re-initiate the EQUITY SIP new request process.
     
  •    What happens if selected scripts reach upper or lower circuit at the trigger date of
       month?

    On trigger date customer, if selected scripts reach upper or lower circuit, the order will be kept live till market ends. In this case the order may or may not get successfully executed depending upon the market.
     
  •    What is upper cap?

    Upper limit amount/cap for EQUITY SIP is defined as Maximum amount of investment per month. If the amount increases the Upper limit then EQUITY SIP will not be executed and customer will have to 1st stop the EQUITY SIP and then re-initiate the EQUITY SIP new request process. Minimum & Maximum Investment Amount (upper cap) selection should be in multiple of Rs.500 only.
     
  •    My EQUITY SIP did not trigger due to upper cap. Is it possible for me to revise the
       upper cap OR reduce the number of units I have mentioned in the application
       during the scheme period?

    Yes. You can revise the upper cap OR increase / decrease the number of shares (not less than 2 shares) OR add / remove scrip by filling FORM FOR MODIFICATON OF EQUITY SIP and transfer fund as per revised EQUITY SIP scheme. In case, the selected scrip cost has reached 90% of SIP amount, then you need to fill FORM FOR MODIFICATON OF EQUITY SIP and transfer fund as per revised EQUITY SIP scheme. Request for any process involved in EQUITY SIP will take at least 30 days of time.
 
 
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