Families

A family groups the portfolios of people whose investments you look at together, such as a husband, wife, parent and an HUF. Firms create families; a Family Head sees only their own.

The families list

Shows each family with its code (FG…), how many portfolios it has out of its limit, whether it has a Family Head login, and its status. Click a family to open it. Export downloads the list. The Portfolios page also shows every family, opened to its members.

Add a family

1. Click Add family and type the family's name. Names must be different within your firm.
2. Keep Also create the first portfolio ticked and fill in the first person's portfolio: holder, PAN, broker, client code, demat, email, mobile and date of birth. The date of birth and PAN are used to open password-protected contract notes, so enter them correctly.
3. Tick Create a Family Head login only if the client should sign in and see the whole family.
4. Save.

The family page

• Portfolios: every portfolio in the family. Click one to open its page.
• Add portfolio: a new portfolio for another member.
• Add an existing portfolio: show a portfolio that already belongs to another family of your firm here too. It uses a slot in each family but counts once against your firm's total.
• Family Head login: add one later if you didn't when creating the family.
• Family holdings: the holdings dashboard for all portfolios together, with each lot showing whose portfolio it is in.

Common setups

A client with one account

Add family, keep the first portfolio ticked. Add a Family Head login only if they want to sign in.

A client with three accounts

Add the family with the first portfolio, then Add portfolio twice. Give a portfolio its own login only for a member who should see just their own.

"Portfolio limit reached"

The family or your firm is at the limit of its licence. Write to [email protected] to raise it.