Saral Form

Good Till Cancellation Policy

Cyber Security and Cyber Resilience Policy

TRAI Compliance Documents

Voluntery Freezing or Blocking

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NRIs

Corporates

High Net Worth Individuals (HNIs)

Individuals & Families

Partnership

Tailored solutions to meet your investment needs.

Partnership

Excellence

Dedicated professionals with deep expertise in financial markets.

Commitment

Reliable and timely investment advice and execution. 

Commitment

Integrity

Honesty and transparency that builds trust with every transaction.

Integrity

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Prevent Unauthorized Transactions in your demat account –> Update your Mobile number with your Depository Participant. Receive alerts on your Registered Mobile for all debit and other important transactions in your demat account directly from CDSL on the same data……. issued in the interest of investors.

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No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank th make payment in case of alloment. No worries for refund as the money remains in investor’s account.

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Client Rights & Obligations, Risk Disclosure, Do’s and Don’t (available in regional languages upon request)

FATCA (Foreign Account Tax Compliance Act) / CRS (Common Reporting Standard) Declaration Form

Client Registration Form

PMLA policy

Surveillance Policy

Prevention of Circulation of Unauthenticated News

Policy on Pre Funded Instrument

Policy for Inactive & Dormant Accounts

KRA Policy

Internal control & RMS Policies

Insider Trading Policy

Client code modification policy

NBFC Services

Non-banking financial services to assist corporates in raising capital, short-term finance and bridge finance.

NRI Services

Manage your financial investments in India by opening NRE / NRO accounts with expert guidance.

Depository Services

Open your demat account with us to digitally own and transact various securities through our partnership with CDSL’s platform i. NRI Services– Manage your financial investments in India by opening NRE / NRO accounts with expert guidance.

Stock Lending & Borrowing

Unlock the value of your existing portfolio by participating in Stock Lending & Borrowing to generate additional income without selling your holdings.

Mutual Funds

Invest in thousands of mutual fund schemes across different asset classes (e.g. equity, debt, real estate, commodities, gold etc.) depending on your risk appetite with expert advise from our mutual fund expert.

Bonds

Access various fixed income securities such as PSU bonds, tax-free bonds, corporate bonds and perpetual bonds to generate better returns from your fixed income investments.

IPO

Subscribe to Initial Public Offerings (IPOs) of companies inviting investors to participate in their capital formation from the investor community and Follow-on Public Offerings (FPOs).

Derivatives

Access leveraged products such as Futures & Options listed on NSE to hedge portfolio exposures or enhance performance.

Equity Broking

Access thousands of stocks listed on the NSE & BSE through our expert traders or live market platform.