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Frequently Asked Questions
Customer Dashboard
- What is Customer Dashboard? What does it contain?
- What would ‘NetWorth’ include?
- What is meant by the term ‘Portfolio’? Does it include my account balances?
- What does the Portfolio Summary indicate?
- What are ‘Recommended Asset Allocation’ and ‘Actual Asset Allocation’?
- How has my recommended asset allocation been determined?
- What is the benefit of actual asset allocation?
- In the ’Portfolio by Instrument Group’ section, what does Instrument Group mean?
- In what format can I view this section?
- What is the benefit of setting up Portfolio Alerts?
- What are System Alerts? Who sets these alerts?
Portfolio Overview
- What is meant by the term ‘Portfolio’? Does it include my account balances?
- What are the different kinds of portfolios that can be maintained?
- What does Portfolio Overview show?
- What does Portfolio Analysis* show?
- What is the use of Portfolio Simulator**?
Portfolio Performance
- What does Portfolio Performance show?
- How is the Rate of Return (RoR%) calculated in Portfolio Performance?
- What does Performance Analysis section show?
- Where does clicking on a particular portfolio hyperlink (in the Performance Analysis section ) lead to?
Portfolio Alerts
- What is the benefit of setting up Portfolio Alerts?
- What are the different types of portfolio alerts that can be set up?
- If I set up an alert, when would it show on my dashboard. Also, how long it would remain there?
Buy & Sell
- Which schemes are available online?
- Can I invest online in joint holding mode for a mutual fund scheme?
- Can I redeem my funds online?
- Where can I see my holdings of the funds purchased online?
- What are the cut-off times for placing orders?
- I am not being allowed to invest online due to 'KYC not completed'. What do I need to do?
- Can I cancel my online SIP order?
- What are the icons available in the screen, next to the Scheme name?
- What are the fields to place order for a Mutual Fund scheme (Subscribe tab)?
- What are the fields to redeem a Mutual Fund scheme (Redeem tab)?
- What are the fields to switch a Mutual Fund scheme (Transfer tab)?
Order History
Non-db Portfolio
- What is the benefit of this section*?
- Can I modify or delete a transaction entered within Non-db Portfolio?
Tools
- What is Wealth Builder? What are the benefits?
- What is the purpose of Risk Profiler?
- Does Deutsche Bank have a comprehensive ‘Financial Planning’ module?
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