Create and Retain Transaction (CaRT) is a facility where frequently ordered transactions can be created and retained as a template to be executed later whenever desired by a SINGLE CLICK. Every such CaRT template can be identified by an exclusive CaRT Name.

• If some funds are expected to be available for investment on a future date, a purchase transaction can be added to the CaRT to be placed later using this facility.
• If there is a future cash out flow, a redemption transaction can be added to the CaRT to be placed later using this facility.

A button will be available as ‘CaRT’ alongside the ‘Submit’ in the order entry screen. On clicking the ‘CaRT’ button, a provision to specify the CaRT Name will be available.

CaRT is available for Purchases, Redemptions and Switches.

Electronic payment modes i.e. Net Banking & PayEezz are available.

A CaRT order can be executed from the ‘CaST & CaRT Order Book’ by clicking the ‘Place Order’ icon.

CaRT order will be time-stamped on the investor submitting the transaction.

The CaRT orders can be viewed under the ‘CaST & CaRT Order Book’ menu available under the Tracker/Order Book.

Yes, the CaRT order can be modified / deleted any time.