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."

Invest in Equities - PM Versus Direct Equity Investing

Portfolio Management Direct Equity Investing

Investment Decisions

All investment decisions are taken by the portfolio manager based on the recommendation of his research team and in some cases in consultation with the client.

All investment decisions are taken by you.

Portfolio Monitoring

The portfolio manager along with his team monitors your portfolio on a regular basis through the use of sophisticated technology.

You will personally need to monitor the performance of all the companies that you have invested in.

Lower Trading Costs

You will incur low trading costs since the investment approach is long term resulting in minimal trading and churning.

You will be susceptible to high trading which will increase your trading costs resulting in lower returns.

Basis of Stock Selection

The portfolio manager selects stocks for investments based on intensive study of the company, the sector and the economy.

Stock selection is generally based on rumours, hearsay and views expressed in the media.

Devotion of Time

It is the portfolio manager’s business to allocate and devote time towards constructing and monitoring the investor’s portfolio.

The investor will have to allocate time towards constructing and monitoring his investment portfolio.


Portfolio management involves the least amount of paperwork. You will receive a monthly / quarterly report giving details of transactions that have taken place in your account. All corporate actions and demat / payment details are handled by the Portfolio Manager.

Each trade involves a lot of documentation, issuing of delivery instructions, issuing and depositing cheques, filing contract notes, dividend warrants, etc. and monitoring of all corporate actions such as bonus, rights, splits etc.

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”