Our Wealth Manager/Investment Adviser will sit down with you and understand your experience, education, ambitions, household circumstances and risk appetite / capacity, and present the advice accordingly. Once the discussion is through and details are finalised, you can plan your portfolio accordingly.

Our adviser will update you about latest trends and theories used to appreciate the Wealth invested. Their advice will be based on detailed research done by the Analysts on all the segments of Financial Markets.

Our dealer desk will send across monthly reports to keep the client informed about the status of their portfolio and ensure fair entry price and timely exit which will help converts paper profits into real profits.

Documents Required

All documents to be self-attested by A/C Holder. Kindly bring original of all documents for verification.

- Driving license

- Bank Statement original OR bank passbook photocopy with bank seal & sign

- Voter ID

- Passport

- Electricity Bill ( Not more than 1 months old )

- Telephone bill ( Not more than 1 months old )

- Leave and license agreement notarise

1 Cancelled Cheque with a/c holder’s name printed on it (if name is not printed then latest original bank a/c statement OR a/c statement photocopy with bank seal & signature)

With reference to SEBI circular, One document out of below mentioned is mandatory to open a trading account in Derivatives Segment (F&O). List of Documents: Any one document required.

– Copy of income tax return acknowledgement

– Copy of Annual Accounts

– Copy of Form 16 in case of salary income

– Net worth certificate

– Salary Slip

– Bank account statement for last 6 months

– Copy of demat account