Frequently Asked Questions

Resident clients must open demat and pooled bank accounts (Kotak Mahindra Bank preferred) with brokerage accounts. NRI clients require separate accounts. All clients sign a PMS agreement and grant power of attorney.

You can start your account at any time of the year.

Funds are deployed exclusively in Indian securities. If suitable opportunities aren't available, temporary placement occurs in liquid mutual funds, fixed maturity plans, and bank balances—never in speculative or leveraged instruments.

There will be reasonable though not excessive diversification.

Jeetay targets absolute long-term returns. While portfolio composition differs from indices, Sensex comparisons show opportunity cost perspective.

Yes—while Jeetay operates under POA, you maintain continuous access to demat accounts via NSDL login and portfolio reports.

You can add funds to your account any time.

No! There is no lock-in period, though a 3-5 year investment horizon is recommended.

Formal performance updates are provided semi-annually via letters, with email and phone availability anytime.

Fee is charged to accounts on a semi-annual basis, in April and October every year.

Consult your chartered accountant or tax advisor regarding deductibility.