Personalized wealth management for discerning investors
Start Your JourneyUpdate your mobile numbers/email IDs with your stock brokers / Depository Participant. Receive information of your transactions directly from Exchange / CDSL on your mobile/email at the end of the day. Update Email ids, Mobile numbers, correct Bank account details as per Regulatory requirement to enable smooth electronic transactions alongwith details of Aadhar number with a copy of Aadhar Card to link the demat account with Aadhar. Issued in the interest of Investors.
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.
Here's the better alternative.
Structured Portfolios Without the PMS Price Tag
If you've never heard of "Managed Accounts," that's because most brokers don't offer them. Here's why we do:
Transparent pricing with no annual maintenance fees or hidden costs
Dedicated relationship manager for every client
Conservative approach with focus on capital preservation
Modern digital onboarding with traditional service values
Exclusive services for select clients through referrals
Fully SEBI compliant with perfect regulatory track record
Join 500+ satisfied families who trust us with their wealth
Open Account Now