Kuvera Features

FAQs about all the features on Kuvera - Family Account, Manage Account, Tax Harvesting

How is a Managed Account different from a Family Account?
Difference lies in access control. In a Family Account, you retain full control of the account, even if the account is for someone else. The person ...
Thu, 7 Oct, 2021 at 12:26 PM
How is STCG & LTCG calculated?
STCG refers to - Short Term Capital Gains LTCG refers to - Long Term Capital Gains The tax rate applicable to your gains may vary depending on whether ...
Thu, 7 Oct, 2021 at 12:27 PM
What is STCG & LTCG under the TradeSmart tip?
STCG refers to - Short Term Capital Gains LTCG refers to - Long Term Capital Gains The tax rate applicable to your gains may vary depending on whether ...
Thu, 7 Oct, 2021 at 12:46 PM
How to redeem my holdings once a goal is achieved on Kuvera?
You can choose to either redeem any funds of your choice or funds mapped to a specific goal. In order to redeem funds mapped to a specific goal -  - Go ...
Thu, 7 Oct, 2021 at 12:30 PM
How do I edit or delete goals?
On the dashboard you will see the list of all goals added on Kuvera. Once you click on an existing goal, you will see options to edit or delete the same.
Thu, 7 Oct, 2021 at 12:30 PM
Can I map my existing investments to new goals?
Your existing investments are auto-mapped to goals using our internal algorithm. You can see this by filtering your portfolio by "Goals" in the &q...
Thu, 7 Oct, 2021 at 12:31 PM
Can I create a Joint Account with anyone?
Yes, as long as you are a family member and related to this person; and all of you have the same KYC tax residential status. Either all applicants are r...
Thu, 7 Oct, 2021 at 12:32 PM
How many Managed Accounts I can have?
You can accept as many manage requests as you would like. There's no upper limit on that.
Thu, 7 Oct, 2021 at 12:33 PM
Can NRI use TradeSmart?
Yes, NRI can subscribe to the TradeSmart feature.
Thu, 7 Oct, 2021 at 12:33 PM
Is TradeSmart is one time subscription or recurring subscription?
Trade Smart is a one time subscription, once activated can be used lifelong
Thu, 7 Oct, 2021 at 1:23 PM