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We aim for excellence in our services and offerings to create customer delight.
It is our constant endeavour to set new benchmarks in innovation which helps us build growth.
Delivering a superior combination of holistic financial solutions.
We believe collaboration enhances capabilities and helps us add value to our offerings.
Become one of India’s most trusted and respected financial solutions providers by helping our clients raise their potential of growth and building long-term relationships.
Laid the foundation of an emerging financial services hub with a sub-brokig firm
NSE membership (Capital segment) as Trading Member
BSE membership (Capital segment) as Trading Member
BSE Corporate composite membership
Having been a part of the industry for over 30 years, Mr. Shah has an understanding of the business like very few do. He has experienced the market from various perspectives at different stages of his career - from starting as a Tax Consultant in 1983 to becoming a Chartered Accountant in 1989, and taking up the Portfolio Advisor's role in 1990.
With more than 25 years in the industry, Mr. Dedhia has gained a unique perspective of the markets that helps the organisation offer better market insights to clients. He started in 1980 as a Tax Consultant, and has been a practising Chartered Accountant & Financial Consultant since 1987.
Mr. Chheda is an astute mind with sharp market acumen. His in-depth experience in share trading, investments & dealing spanning more than 25 years goes a long way in helping the organisation drive growth for clients.
Mr. Vora brings to the table over 20 years of experience in share trading, investments & dealing. Through his experience, he has acquired an ability to forecast trends in the market which helps the organisation develop robust investment strategies for clients.
He stands out from the crowd and led organizations in every aspect to become more client-focused. He is strategic point of contact for senior clients and establishes strong relationships. He also mentors and develops dealer teams and fosters knowledge-sharing across his team internally to ensure collaborative and informed client servicing.
Filing Complaints on SCORES - Easy & quick.a. Register on SCORES portal, b. Provide mandatory details for filing complaints on SCORES like name, PAN, address, mobile number, email ID. c. Benefits: i. Effective communication ii. Speedy redressal of the grievances
Investor Awareness regarding the revised guidelines on margin collection
Dear Investor,
As you are aware, under the rapidly evolving dynamics of financial markets, it is crucial for investors to remain updated and well-informed about various aspects of investing in securities market. In this connection, please find a link to the BSE Investor Protection Fund website where you will find some useful educative material in the form of text and videos, so as to become an informed investor.
https://www.bseipf.com/investors_education.html
We believe that an educated investor is a protected investor !!!
Risk Disclosure on Derivatives
Source: SEBI study dated January 25, 2023 on “Analysis of Profit and Loss of Individual Traders dealing in equity Futures and Options (F&O) Segment”, wherein Aggregate Level findings are based on annual Profit/Loss incurred by individual traders in equity F&O during FY 2021-22.
Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020.
Update your mobile number & email Id with your stock broker/depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge.
Pay minimum 20% upfront margin of the transaction value to trade in cash market segment
Investors may please refer to the Exchange's Frequently Asked Questions (FAQs) issued vide circular reference NSE/INSP/45191 dated July 31, 2020 and NSE/INSP/45534 dated August 31, 2020 and other guidelines issued from time to time in this regard.
Check your Securities /MF/ Bonds in the consolidated account statement issued by NSDL/CDSL every month.