Ethica Invest FAQ
If you're new to Ethica Invest, this guide will help you learn more about the platform and its features.
General
What does Ethica Invest offer? How do I sign up on Ethica Invest?
Ethica Invest offers a model stock portfolio, and regular buy & sell updates on each holding. Investing directly in stocks can be difficult if you are new to the stock market; we are here to make it easy for you. To sign up, you may select the plan that most suits you, and after completing the payment, you will get access to our portfolio stocks, watchlist, and exclusive member-only communities.
Where can I see the most up-to-date list of stocks?
Once you sign in and purchase a subscription, you will be able to see all of our recommended stocks in the "Model Portfolio" section. You will also be able to view additional stocks in our "Watchlist" section.
I am new to investing. How do I set up a demat account?
Our team will help you set up a demat account, step by step.
Why should I choose Ethica Invest's advisory service over a mutual fund?
Investing directly in stocks can give potentially higher returns. Plus, investing in stocks over mutual funds offers you greater control and transparency over your portfolio. Most importantly, your assets remain directly under your own custody.
I want to report a bug or a missing feature. How can I send my suggestions?
We love feedback and advice. Please feel free to email us at developers@ethica.app with any bugs or missing features you might encounter. If you want, we will get back to you for further details and ideas.
How can I permanently delete my Ethica Invest account?
Ethica Invest allows you to delete all your personal data and your account. Just send us an email at developers@ethica.app from your registered email address. Please use the subject 'Account Deletion Request' in your email. Note that we will send you a confirmation email before processing your deletion request.
Ethical Compliance Methodology
What is your screening criteria for compliant and non-compliant stocks? How often are stocks screened?
Currently, the stocks are screened manually once a year. We account for four main filters: (a) Business type (b) Revenue sources (c) Interest-bearing debt as a percentage of total assets (d) Liquid assets versus Total assets. To read more, click here.
Research Methodoloy
Does Ethica Invest use trading strategies? For how long do you hold a stock/security?
Ethica Invest does not use any trading strategies. We are long-term value investors, and we recommend our clients similarly. Our typical holding period is between 3 to 18 months.