Alert: Prevent Unauthorised transactions in your account --> Update your mobile numbers /email IDs with us. Receive information of your transactions directly from Exchange on your mobile/email at the end of the day..Issued in the interest of investors, "Forward Markets Commission (FMC) has been merged with SEBI w.e.f. 28th September- 2015” "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 to make payment in case of allotment. No worries for refund as the money remains in investor's account."

Portfolio Management - Operational Aspects

Documentation -
A portfolio management and demat account will be opened and maintained for your investments. Securities purchased will be transfered to your clemat account.

Portfolio strategy -
We will develop a portfolio strategy by understanding your investment goals, risk appetite, etc. Each client’s stock is purchased/sold separately and holdings are kept in their respective demat accounts with us. Clients will be given a password to log onto our website and view their portfolios.

Investing/shuffling -
We will execute the plan by taking into consideration the prevailing market scenario and our investment strategy.

Reporting -
We will periodically send you reports and updates on your portfolio's performance. You can also monitor your investment portfolio by logging onto our website and accessing your online account from anywhere, anytime.

The software used by us for PMS is ‘Moneyware Integra’, which is highly sophisticated and patronised by the majority within the industry.

1) "KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary." 2) "As per SEBI Circular MIRSD/ SE /Cir-19/2009 dated December 3, 2009 Client transaction account shall be required to do the actual settlement of funds and securities at least once in a quarter or month." 3) “Forward Markets Commission (FMC) has been merged with SEBI w.e.f. 28th September- 2015”