You can sell your smallcases completely or partially.
Investors who have not submitted a physical copy of their PoA need to now authorize their sell orders viae-DIS (Delivery Instruction Slip).
To completely sell your smallcase:
- Open the smallcase you want to exit from your Investments
- Click on Exit smallcase on the right hand side
- Ensure Whole is selected under Confirm Exit Type
- Confirm & place your order
- Investors who have not submitted a physical copy of their PoA need to now authorize their sell orders via e-DIS (Delivery Instruction Slip)
This action places sell orders for all the shares of stocks you hold in the smallcase, and shows you the amount you will receive from the exit.
Note: If the Exit smallcase option is grayed out, this may imply that you have a pending order (or unfilled order in that smallcase). Please reach out to us via chat for help in resolving it.
To partially sell your smallcase:
You can partially exit your smallcase in 3 steps:
- Open the smallcase & click on Exit smallcase
- Select Partial under Confirm Exit Type
- Enter the Exit Amount
- Click on Exit smallcase on the right hand side
- Confirm & place your order
- Investors who have not submitted a physical copy of their PoA need to now authorize their sell orders via e-DIS (Delivery Instruction Slip).
You can see the current value of your smallcase. In the amount section, the maximum amount upto which you can place an order for partial exit will be auto displayed. If you want to exit for a lesser amount, you can input this (You can see the maximum amount upto which you can partially exit under the amount box)
Upon entering the amount, it will be adjusted to the closest possible amount to ensure that there are minimal changes in the weighting scheme.
Note: You can view the partial exit order for a smallcase under Orders as a separate batch.
