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FAQ Account

FREQUENTLY ASKED QUESTIONS

WHO CAN OPEN A Demat ACCOUNT?

Anyone over the age of 18 living in India with a Pan Card can open an Demat account under any stock broker. They can use our Advise.

IS MY ACCOUNT SECURE?

You don’t have a account with us which gets a specific Id or Password. This saves us from the burden of securing anything.

All we keep secure is your KYC documents. This is not accessible to anyone else.

WHAT IS THE MINIMUM ACCOUNT SIZE?

Any amount is fine. Fund your Demat account with any investment.

Then, If the capital is 5 lakh or more, this helps us introduce all our products for optimal performance.

IS THERE A MAXIMUM ACCOUNT SIZE?

No. Any amount is fine. We always focus on highly liquid large cap stocks only. This solves any amount of capital.

WHAT HAPPENS TO MY ACCOUNT IF I DIE?

This isn’t something anyone wants to think about, but if it does happen, stock broker will freeze your account upon receiving the proof of death certificate. This means that your investments would remain static. Thereafter according to the law or your pre-existing will, the assets gets transferred to your legal heir.

WHAT REPORTS WILL I RECEIVE FROM YOU?

  • Account Statements: Emailed to you quarterly, these provide a snapshot of the investments you hold, what they are worth and capture any transactions that have been made on your account.
  • Consolidated Tax Voucher:  Emailed to you annually, a Consolidated Tax Documents zip file is a summary.
  • Contract Notes: Whenever required by your CA for doubts

CAN I CLOSE MY ACCOUNT?

YES. Inform us and we can help you wind up all your investments within 1-2 days. Thereafter you can request your broker for complete payout. Once Payout is made, you can request a closure form to the broker.

ARE THERE ANY CHARGES FOR OPENING / CLOSING ACCOUNTS?

NO. None at all.

No Exit Load, No lock-in drama with us. 🙂

CAN I SET UP AN INVESTMENT FUND FOR MY CHILDREN?

Yes. Only For equity oriented Strategies. 
Derivatives cannot be executed in a minor’s demat account

More info here click

DO YOU OFFER JOINT ACCOUNTS?

No

I NEED TO DECLARE ANY INVESTMENTS I HOLD TO MY EMPLOYER. CAN YOU HELP ME DO THIS?

Yes, we can provide it.

The holdings data and all your capitals booked can be provided by broker as pdf with header in single click

Our Track Records

  • Mr.Seshadri

    Mr Seshadri is a SEBI registered Investment Advisor himself. 20 years Risk Head at IL&FS Securities. He hired us to explore how we operate. Our business model seemed quiet attractive to him. Seshadri sir, gave us 5 lakh to a year. With a mandate to beat nifty.
  • Mahesh

    Mahesh is a CA from Pune.
  • Mr. Kush

    Trusted us with 20 Lakh at first go itself. After checking on our progress, he was kind enough to add another 10 Lakhs into his own Demat Account, which we manage.
  • Mrs. Shruthi

    Mrs Shruti opened Demat Account in February Month 2020. A question was raised by an enquiry recently. How did the account perform, which was opened in February month. February saw all time high for Nifty. In March, due to covid 19, Nifty crashed by 30%.
  • Mr. Shubham

    Mr Shubham is from Delhi. A young Financial Market enthusiast who is working for a US based Mortage Lender. Objective here is to accumulate amount for his retirement and provide some cash flow for monthly expenses. We are good at managing various risk so that the portfolio Stays steady and grows consistently.
  • Mr. Gala

    Mister Gala is a Marwari businessman, with deep pockets, for high-risk tolerance. We implemented a directional, long-only, leveraged,...
  • Mrs. Swathi

    Last 1 year (Jan 2019-2020) performance for a mother of two kids. Earning a decent salary.
  • Mr. Sukhdev

    Mr. Sukhdev is the one person who has seen our worst numbers in his account. Faced Il&FS crisis, 2019 election , Tax reform rally, 2020 budget crash and march covid crash