Multiple Account Management

Hello Team,

I want to understand if there is a multiple account management system where in, as a trader if i am handling multiple portfolios i can execute orders in all my clients account at a click of a button rather than having to manually logging into them and executing the orders.

Hi @Dhruv_Parekh Welcome to Dhan community.

Offering portfolio management services of ones that means executing orders in other people’s account is prohibited by exchanges and regulators. This is a serious violation, and results in severe punishment, some of the instances and have resulted in monetary fines as well as completely banning from capital markets.

Only registered PMS can invest / trade on behalf of the clients, and the procedures for doing so are custody based, different from how retail investors operate their accounts.