Discover Full-Service Brocking Helping you plan a bright future!
We trade market 360 degree i.e. ALL asset class, trading & investing style and market types. We are best known for providing managed account service & financial consultancy backed by team of professionals.
Our niche lies in designing Trading System, optimizing it & deploying it LIVE. The ultimate goal is to seek alpha by exploiting our trading edge.
Planning Futures
Since 1995, we have helped create plans and portfolios to meet long-term financial goals using the equity, debt, gold and various other asset class. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed
A Proven Approach
We start by explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Why Us?
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. You can count on unbiased recommendations and impartial guidance.
Invest in your future
with us
Where your financial dreams
become reality
Strategic Planning
It is a long established fact that a reader will be distracted by the readable content of a page when looking
Market Research
It is a long established fact that a reader will be distracted by the readable content of a page when looking
Financial Advisory
It is a long established fact that a reader will be distracted by the readable content of a page when looking
Change Management
It is a long established fact that a reader will be distracted by the readable content of a page when looking
Empowering your financial
freedom
RESEARCH FOR INVESTORS
- InfoByte
- Stocks We Cover
- Model Portfolio
- New To Market
- Special Reports
Our Partners
FREQUENTLY ASKED QUESTIONS
Once the account is activated, login credentials will be sent to your registered mobile number and email ID.
We do provide HNI advisory services depending upon the value of the investment. Click here to know more details about HNI Services.
Glad to have you with us! Start trading in Equities, Currency, Futures & Options, and much more by clicking here and starting the journey to get onboard with us.
Pledge is an activity of taking a loan against securities by the investor. Securities held in a depository account can be pledged against loan. A beneficial owner may contract a loan against the securities owned by him. He may borrow from a Bank or any other person. When dematerialized securities are pledged, they remain in the pledgor BOs demat account but they are blocked so that they cannot be used for any other transaction. The pledgor continues to remain the beneficial owner of the pledged securities and will, therefore, be receiving the corporate benefits during the period of pledge. Technically all types of securities can be pledged. It depends on pledgee to accept a security for pledge or not.
Pledge is an activity of taking a loan against securities by the investor. Securities held in a depository account can be pledged against loan. A beneficial owner may contract a loan against the securities owned by him. He may borrow from a Bank or any other person. When dematerialized securities are pledged, they remain in the pledgor BOs demat account but they are blocked so that they cannot be used for any other transaction. The pledgor continues to remain the beneficial owner of the pledged securities and will, therefore, be receiving the corporate benefits during the period of pledge. Technically all types of securities can be pledged. It depends on pledgee to accept a security for pledge or not.
Pledge is an activity of taking a loan against securities by the investor. Securities held in a depository account can be pledged against loan. A beneficial owner may contract a loan against the securities owned by him. He may borrow from a Bank or any other person. When dematerialized securities are pledged, they remain in the pledgor BOs demat account but they are blocked so that they cannot be used for any other transaction. The pledgor continues to remain the beneficial owner of the pledged securities and will, therefore, be receiving the corporate benefits during the period of pledge. Technically all types of securities can be pledged. It depends on pledgee to accept a security for pledge or not. Procedure: The pledgor and the pledgee must have Beneficiary Owner (BO) accounts with a depository. These accounts can be with the same DP or with different DP’s. The pledgor has to submit a duly filled and signed Pledge Request Form (PRF) to our nearest Sharekhan branch. The pledge form is in triplicate i.e. it contains three copies – Pledgor copy, Pledgee copy and DP copy. Process: On receipt of the PRF, we (DP) shall verify that the securities can be pledged. We then set up a pledge in the depository system and a unique “Pledge Order No.” will be generated. The Pledge Order Number should be recorded on the PRF. Authorized official of the DP should sign the PRF and stamp it. A copy of the PRF is then given to the pledgor. One copy of PRF (with the Pledge order number) should be sent to the pledgee by the Pledgor for pledge confirmation. The Pledgee will then countersign the PRF for acceptance/ rejection of the pledge request and submit the PRF to his DP.
Yes, shares can be sold which are purchased one day before.
Enter your login credentials. Select the option Accounts click on Fund transfer. Enter the amount you want to transfer, select the bank and then payment mode as 'Net banking'. You will be directed to your bank site where you will need to enter your bank credentials, once the confirmation is done the amount will be debited from your bank account and credited to your trading account.
A mutual fund usually from all the money that it collects from its investors would invest it in various assets. All the assets put together, the market value of that divided by the number of units outstanding on a particular day gives a net asset value of that unit on a daily basis.
Systematic Investment Plan (SIP) is a financial planning tool that helps you to create wealth, by investing small sums of money every month, over a period of time. A Systematic Investment Plan (SIP) is a vehicle offered by mutual funds to help investors invest regularly in a disciplined manner.
Exit load is charged at the time of redeeming (or transferring an investment between schemes).
The SEBI has introduced a circular regarding the execution of the Demat Debit and Pledge Instruction (DDPI), which will replace the POA (Power of Attorney). DDPI is an authority a client gives to the broker and to the depository participants for the purposes mentioned below. For the transfer of shares held in the demat account of the client to the exchange when the stock is sold by the client. for the pledging/re-pledging of securities for the purpose of meeting the margin requirements of a client. For taking out the shares from the demat account when a client participates in tender offers (Buyback/Delisting/Takeover) For debiting Mutual Funds from the demat account on sale transactions. .
If a POA is not given, then the client can opt for DDPI. If DDPI is also not submitted, then DIS has to be submitted whenever a sale transaction is carried out.
Enter your login credentials, select the option Accounts click on Fund transfer. Enter the amount you want to withdraw, select the bank and click on withdraw funds.As per the cut off timings the funds would be credited to your bank account.
The AMC amount is taken as an advance brokerage and the same shall be refunded in your account on a monthly basis as per the brokerage generated by you. Thus as and when you do any transaction in your account the brokerage shall be debited from your account and the total brokerage generated by you in a month shall be reversed in your account in the next month and the same will continue till the entire advance brokerage is adjusted provided the same is utilized during the validity period. Kindly note that the amount is non refundable if the scheme is discontinued in between.
Day | Timing | Fulfillment Timing |
Monday - Friday | Before 10:15 am | Same Day Afternoon |
Monday - Friday | Before 2 pm | Same Day Evening |
1st, 3rd & 5th Saturdays | Before 12 noon | Same Day Evening |
2nd & 4th Saturdays/ Bank holidays | - | No Payout |
We do have alternate brokerage plans and you may choose the one which suits you the most. These brokerage plans are known as Prepaid AMC schemes wherein you can avail the benefit of a reduced brokerage structure as well get a refund of the brokerage paid by you to the extent of advance brokerage during the tenure of your Prepaid AMC plan. Click here to activate AMC scheme in your account. You may also connect with your mapped Branch.
To apply IPO online follow below steps:
Login with your credentials
Click on IPO
Once clicked on IPO you will be able to view active IPO's,
Click on Apply on the active IPO
Fill all the details on IPO order page and mention the UPI Id and click submit
You will receive the autorization on your UPI gateway authorise the same and the IPO will get successfully placed.
To learn more you can click on the Video
To track IPO application online follow below steps:
Login with your credentials
Click on IPO
You will be able to view all the applications under Track order
In case the allotment is not done then bank will unblock the application money from the bank accounts upon receiving instructions from the Registrar.
KRA means KYC Registration Agency, It is an authority supervised by SEBI which uploads KYC(Know Your Client) of clients to a central database. The purpose of KRA was to form a central record of all client KYC’s which facilitated the client in a way that the client needn’t submit the KYC documents all over again.
As per SEBI guidelines, KYC Registration Agencies (KRA) are responsible for validating clients' KYC details as per their records before September 02, 2023 (Extended from August 18, 2023. (SEBI), (CDSL). Verification of mobile number and email with the KYC registration agency (KRA) is mandatory as per SEBI regulations by September 02, 2023. If the details are not verified, trading will be blocked in your account. If your details are already verified, it will take 5 days for it to be updated on the KRA record.
Attend Power Money Webinar at ZERO cost
Take your trading to the next level using our proprietary strategy, new-age tools and live mentoring sessions.
What you will learn in the Power Money Webinar
- How markets really work, what role institutions play in the markets and how you can benefit by following their footprints
- How you can identify high-probability, low-risk trading opportunities using our proprietary** rules-based trading strategy and tools
- How to identify quality stocks to invest in and when to buy and sell them
- How to leverage the power of Options in your trading
- Why a majority of short-term traders and long-term investors fail to achieve their financial goals and how you can avoid the common mistakes they make