Once you have logged in and viewed performance, you may choose to invest/subscribe to any of the baskets.
At this stage, you will need to electronically sign an advisory agreement , finish your risk profile and then transfer the necessary advisory fees via electronic / UPI fund transfer. Once this is done, you will be presented with the basket of stocks you have chosen to invest in and on clicking Invest, these investments will go through your PL Trading account. The trade history will be maintained at the platform where you invested apart from the PL Back Office (www.plclients.co.in
Your notional holdings (Notional, as the Advisory Platform may not know if you sold them via your broking account) will also show on the platform so you may track performance of the portfolio
The signed agreement copy and payment confirmation will come to your email id for record purposes.