{"id":29333,"date":"2026-10-28T10:50:58","date_gmt":"2026-10-28T10:50:58","guid":{"rendered":"https:\/\/www.samco.in\/help-support\/?post_type=ht_kb&#038;p=29333"},"modified":"2026-10-28T11:13:50","modified_gmt":"2026-10-28T11:13:50","slug":"how-can-i-build-a-custom-basket-and-place-an-order-for-a-client-on-the-partner-portal","status":"publish","type":"ht_kb","link":"https:\/\/www.samco.in\/help-support\/article\/how-can-i-build-a-custom-basket-and-place-an-order-for-a-client-on-the-partner-portal\/","title":{"rendered":"How can I build a custom basket and place an order for a client on the Partner Portal?"},"content":{"rendered":"\n<p>A custom basket lets you combine several schemes into one order for a client, with SIP or Lumpsum chosen for each scheme.<\/p>\n\n\n\n<p><strong>Where to find it: <\/strong>Invest in MF &gt; Create Custom Basket<\/p>\n\n\n\n<p><strong>Steps<\/strong><\/p>\n\n\n\n<ul type=\"1\"><li>Click Invest in MF and select Create Custom Basket.<\/li><li>Search for your client by name, client code, mobile number or PAN, and select them.<\/li><\/ul>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" src=\"https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-29.png\" alt=\"\" class=\"wp-image-29335\" width=\"621\" height=\"422\" srcset=\"https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-29.png 502w, https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-29-300x204.png 300w, https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-29-50x34.png 50w, https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-29-320x217.png 320w\" sizes=\"(max-width: 621px) 100vw, 621px\" \/><\/figure><\/div>\n\n\n\n<ul type=\"1\"><li>Explore schemes, add the ones you want and choose SIP or Lumpsum for each.<\/li><li>Review the basket, choose the payment mode and initiate the order.<\/li><\/ul>\n\n\n\n<p><strong>Good to know<\/strong><\/p>\n\n\n\n<ul><li>An OTM mandate is needed for SIP orders. If the client does not have one, you will see a Set Up Mandate prompt.<\/li><\/ul>\n","protected":false},"author":65,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":[],"ht_kb_category":[3025],"ht_kb_tag":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29333"}],"collection":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/users\/65"}],"replies":[{"embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/comments?post=29333"}],"version-history":[{"count":1,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29333\/revisions"}],"predecessor-version":[{"id":29337,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29333\/revisions\/29337"}],"wp:attachment":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/media?parent=29333"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb_category?post=29333"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb_tag?post=29333"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}