One digital - Centricity

Important Risk Disclosures

Risk Disclosures on Derivatives

  • 9 out of 10 individual traders in equity Futures and Options Segment, incurred net losses.
  • On an average, loss makers registered net trading loss close to ₹ 50,000.
  • Over and above the net trading losses incurred, loss makers expended an additional 28% of net trading losses as transaction costs.
  • Those making net trading profits, incurred between 15% to 50% of such profits as transaction cost.

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.

Attention Investors

KYC Compliance

KYC is a one-time exercise while dealing in securities markets — once KYC is completed through a SEBI registered intermediary (Broker, DP, Mutual Fund, etc.), you need not undergo the same process again when approaching another intermediary.

Prevent Unauthorized Transactions

Update your mobile number/email ID with your stock broker/depository participant and receive information of your transactions directly from Exchange on your mobile/email at the end of the day. Issued in the interest of investors.

By continuing, you acknowledge that you have read and understood these disclosures.

One digital

Digital distribution
infrastructure across asset
classes and products

Investment product marketplace for
'search ,discovery and comparison'

  • Access the most comprehensive, differentiated investment product opportunities beyond vanilla mutual funds.

  • Mutual Funds

  • PMS - Hard to access PMS managers

  • AIF's - Listed equities, private equities and structured debt opportunities.

  • Bonds and NCDs

  • Access the most comprehensive, differentiated investment product opportunities beyond vanilla mutual funds.

  • Mutual Funds

  • PMS - Hard to access PMS managers

  • AIF's - Listed equities, private equities and structured debt opportunities.

  • Bonds and NCDs

Pre-meeting "playbook" for Investment professionals

  • Unlisted equities - Pre IPO unlisted stocks with high growth trajectories.

  • Corporate FDs and P2P lending products - enhanced fixed income investments

  • International equity & fractional hedge funds - Access global investments at your fingertips

  • "Compare tool" - Helps investment professionals choose from the best that is available for their clients.

Simplify your tasks

CRM tools

Birthdays

Anniversaries

Appointments

Quick Track SIPs & Product drawdown dates

Access seamless multi-asset digital transaction placement, execution and reporting

  • Digital onboarding and KYC to serve your clients better

  • Digital multi product transactions.

  • Insightful advisor dashboard - Insights on AUMs, revenues and other data points.

  • Aggregate and report client portfolio data across multiple instruments, investing entities and even multiple advisors as "held away" portfolio.

  • Consolidated 360 degree view of client asset classes including unlisted investments, real estate holdings, insurance holdings, loans and FD's.

Dynamic "admin" screen

Add users and map their roles.

Assign menu features as you deem fit.

Customize themes ,colour palettes and modify domains as per your personal brand image.

Bridging the Gap Among Investors, Wealth Managers & Asset Managers

Get in Touch
Important Information: KYC is a one-time exercise while dealing in securities markets — once KYC is completed through a SEBI registered intermediary (Broker, DP, Mutual Fund, etc.), you need not undergo the same process again when approaching another intermediary. Prevent unauthorized transactions in your demat account — update your mobile number with your Depository Participant.