What is demat reconciliation in icicidirect. The Demat account is where your stocks are stored in a dematerialized format. What is demat reconciliation in icicidirect

 
 The Demat account is where your stocks are stored in a dematerialized formatWhat is demat reconciliation in icicidirect  ICICIdirect

ICICI Direct Prime Plan offers an eATM facility with reduced brokerage charges for a fixed yearly fee of Rs 900, Rs 4500 or Rs 9500. Second, a minor can only trade in equity delivery using their Demat account. Enter the mobile number. Stocks Let us turn to the process of Dematerialization. ICICIdirect. Fill out the form and provide the required information. Kindly note that you can verify your ITR through a Demat Account only if you are a Demat Account holder. This account number belongs a 16 digit alphanumeric cod. ICICI Direct offers 3-in-1 accounts which includes ICICI bank account, ICICI trading account, and ICICI demat account. 14 Feb 2023 0 COMMENT 1 LIKE Share. The 3-in-1 trading account gives you the convenience of opening a demat, trading & bank. View Main SiteThe brokerage reduces as you move to a higher prepaid plan. You can view live share price, trade in shares, be it Intraday Trading or delivery on NSE and BSE, trade in Futures & Options, Currencies, invest in Mutual Funds, IPOs and Life Insurance through our seamless and secure 3-in-1 online trading. 14 Feb 2023 0 views . ICICIdirect. Difference Between Demat Account and Trading Account; Difference Between Dematerialisation and Rematerialisation; What is Demat Account; How to Use Demat Account;. Demat Allocation; Order & Trade Book; Watchlist; Insurance Policy; Risk Profile; Target Investment Plan; Statements. The Bank operates in four segments, namely Treasury, Retail Banking, Corporate Banking and Other banking operations. Know more. 05% for same. Click the ‘Sell’ option next to the stock and enter the number of shares you want to sell. Insufficient stocks allocated in demat problem solve in icici direct#icicidirect WEBSITE- is a part of ICICI Securities and offers retail trading and investment services. You can open a 3-in-1 Demat, Trading and Savings Account with ICICI Direct within a matter of minutes. Trade in Shares, Futures & Options, Currencies, invest in Mutual Funds, IPOs and Life Insurance through our seamless and secure 3-in-1 online trading account. Member of National Stock Exchange of India Limited (Member code: 07730), BSE Limited (Member code: 103) & Metropolitan Stock Exchange (Member code: 17680),Multi Commodity Exchange of India Limited (Member code: 56250) SEBI Registration number. Additionally, buybacks boost the price of the company’s. What is unique about ICICIdirect e-invest account? Your ICICIdirect e-Invest account is more than a brokerage account. It can be opened as either savings, current, recurring, or a fixed deposit account. EASIEST is a CDSL feature that allows you to transfer shares from one Demat account to another online. Margin Trading is a mechanism wherein investors can use their cash or securities as collateral to buy more shares to profit on stock price movements within a single trading session. Member of National Stock Exchange of India Limited (Member. Resident Senior Citizen customers will get an additional interest rate on an FD of 0. . Steps at update nominee details in ICICI Direct: Online nomination operation: Single account holders ca update the named details by online nomination process. Can I get the bonds in demat form? The bonds can be held in demat account by making a specific request for the same at the time of application. Your investment journey in ETFs can start after completing these two prerequisites: Open a Demat Account with a registered broker or brokerage firm. If you are an ICICI Direct account holder, you can check your Demat account number. In addition, bad deliveries or fake securities pose further risks. ICICIdirect. and date of birth. ICICI Direct AMC charges for a trading account and a Demat account are different. 50% per annum. V. ICICIdirect. com. ICICIdirect. 300 annually) Winner – Zerodha is the clear winner because Zerodha charges Rs 200 for account opening, which is a one-time cost. 10,00,000 per month. In India, we follow the system known as Ind-AS or Indian Accounting Standards. It helps facilitate the trading of. With our 3-in-1 account, you can transact across your bank, demat and trading account absolutely hassle-free. Mutual Fund; ICICI Pru Gold ETF; Nov 21, 2023 . Single window for all your investment. Open an Account. So, if you want to gain a better trading experience with one of the leading stockbrokers in India, then here is the complete. Difference Between Demat Account and Trading Account; Difference Between Dematerialisation and Rematerialisation; What is Demat Account; How to Use Demat Account;. In an ASBA, the application amount is only blocked on the date of application and only on the date of allotment, the actual amount is debited. with TPIN. I had bought following shares through ICICIDIRECT. Member of National Stock Exchange of India Limited (Member code: 07730),. No increase in interest rate during loan tenure. Whether the NSDL or the CDSLhas been used impacts the Demat A/C format. With ICICIdirect eATM you can receive money within 5 minutes of selling shares from demat at no extra cost. Ask for a Demat account opening form. Mutual Fund; ICICI Pru Gold ETF; Nov 21, 2023 . com is a part of ICICI Securities and offers retail trading and investment services. It offers you a unique 3-in-1 feature, which integrates your Brokerage, Bank and one or more Demat accounts. com is a part of ICICI Securities and offers retail trading and investment services. The contents herein above shall not be considered as an invitation or persuasion to trade or invest. The CDSL CAS is a statement that depicts the holdings and also the transactions of your Demat account. ICICI Direct is a registered broker that can quickly help you open a Demat Account online or offline. When you purchase shares, they get credited to your demat account. As per this system, cash and cash equivalents are defined in the following way: Cash is defined as “cash on hand and demand deposits” whereas cash equivalents are defined as “short-term, highly liquid investments that are readily convertible to known. You can get lower brokerage of upto 0. ( I-Sec). For a any transaction done through ICICIdirect, the portfolio is updated at the end of the day. 300 for ICICIdirect Neo customers from first year onwards. Investors who purchase bonds receive a regular interest payment on their principal amount. com is a part of ICICI Securities and offers retail trading and investment services. Mutual Fund investments will be held and invested in “Dematerialized” or “Demat” form. Applies to both Margin Broker and Margin Plus. ICICIdirect offers you a combination of bank – demat – trading account all linked together for a seamless and paperless investment experience. ASBA can be used for all equity book built IPO, debt and rights issues. The Buyback details. A range of Bonds are available to choose from RBI Bonds, Corporate Bonds, Sovereign Gold Bonds and Capital Gains Bonds. ICICIdirect. Since liquid funds have a maturity of 91 days, they have low sensitivity to. Single window for all your investment. ICICIdirect NRI 3-in-1 Account offers you a combination of NRI Demat - Bank – trading account all linked together for a seamless and paperless investment experience. ICICI Direct 3-in-1 account is mandatory to trade/invest in the stock market. ICICI Securities ltd is the largest equity house in the country providing end-to-end solutions (including web-based services) through the largest non-banking distribution channel so as to fulfill all the diverse needs of retail and corporate customers. ICICIdirect. In simple language, if you buy a similar commodity using one of the two available currencies, the expense incurred should be the same in both currencies if the exchange rate is. Member of National Stock Exchange of India Limited (Member code: 07730), BSE Limited (Member code. Please advice. Integrates your banking, trading and demat account. A Permanent Account Number (PAN) card is a mandatory requirement to buy shares. A brand’s trust and goodwill are notable factors to consider, as it also portrays the stockbroker's stability and level of excellence. Earn consistent brokerage up to 35%*. Login to ICICI Direct. Here are the steps to follow for offline demat account opening. If you want to trade shares in the stock market, you need to have a demat account and a trading account. Next, select the IPO of your choice from the dropdown menu. com 3-in-1 Account i. Member of National Stock Exchange of India Limited (Member. iCommunity is a great place to start a discussion, post a query or just glance through the thoughts of various investors. You can enter the. Member of National Stock Exchange of. com is a part of ICICI Securities and offers retail trading and investment services. Non-resident external (NRE) accounts. Share. 5% of the investment value, whichever is lower, per transaction for investing through SIP route. Register. Steps to check DP ID in ICICI Direct. Applies to Intraday and Carry Forward. Step-By-Step Guide to Investing in ETFs. The total brokerage will be 10,00,000 x 0. T. 275% = Rs. ICICIDirect NEO Plan charging Rs. It refer to the process of converting physical shares into electronic dematerialized shares. It is good to balance your portfolio at regular intervals to stay on track of your investment goals and ensure that all your eggs are not in a single basket. Transmission of Shares (where nomination is in place)In order to understand what are dp charges full form, we have to first make a note that every sale of shares that occurs in your Demat Account is subject to fees from the DP. - ICICI Centre, H. For instance, the demat account is alphanumeric in the case of NSDL while it is numerical in the koffer of CDSL. With ICICI Direct, you can invest and trade in stocks. Option to invest in ready-made iDirect investment basket of ELSS Funds. Declaration for debiting demat charges from savings bank account: I hereby also authorize ICICI Bank Limited (“Bank”) to debit all charges in respect of demat account payable by. Redemption made. The next step after logging in your ICICI direct account is to allocate funds in the trading account. In our continuous endeavor to offer world-class services to our customers we offer the following features. Step 4: Once generated, you can click on ‘Login’ to enter your User ID and Password. Ask for a Demat account opening form. A Demat account is required to store your shares in electronic form. We would like to show you a description here but the site won’t allow us. The benefits of ICICIdirect Neo are: Futures: All Futures trades at Zero brokerage. In the case of a typical Trading API, on one end would be an application of your market broker (ICICI Securities for example) and on the other end would be your code or application. icicidirect contract note. The validity of Prime 299 plan will be one year and all other plan subscribed from 10-02-2022 will be Lifetime. In conclusion, RBI bonds are a type of government-issued bond in India that offers investors a fixed rate of interest. What is buyback? A buyback or a stock repurchase is a corporate action through which a company buys back its own shares from the existing shareholders using its cash reserves. Your Resident Savings account will convert to Non-resident ordinary (NRO) account. The contents herein above shall not be considered as an invitation or persuasion to trade or invest. To add or withdraw money from demat account, simply. Login to to account on ICICI Direct; You will go who pop-up as told down. ICICIdirect. are not exchange traded products / services and ICICI Securities Ltd. Margin trading is a great tool to tap market opportunities and can help maximize profit. Select Brokerage Plan. ICICIdirect Money App. )ICICI Securities Ltd. Non-ICICI Bank Account holders can open an ICICIdirect 3-in-1 Account by clicking above. These risks are completely eliminated with the opening of a demat account. If your DP is CDSL registered, visit the CDSL website and log in. Generally, most banks require you to hold your shares in dematerialised format. The primary goal of asset allocation is to ensure that your portfolio performs well under various market conditions. As per SEBI guidelines, 15% of the buyback (in this case, Rs 1,800 crore) has to be reserved for retail investors. The two accounts work closely. You can know the margin money required with the help of the Futures and Options Margin Calculator. ICICIdirect. To be able to buy and sell shares, you need a trading account and a demat account. This will show the list of IPO's available. Sharebrokers apply the formula to intraday trading and delivery. Open Demat account Partner With Us Refer Now Business Partners(IA). for a CDSL. Issue Size (crs. Vijay Chandok is the Managing Director and Chief Executive Officer of ICICI Securities Ltd. - ICICI Centre, H. Zerodha also offers free delivery i. ”. Valid Address Proof: Aadhaar Card, Electricity Bill, Passport, Driving License, Voter ID Card. com is a part of ICICI Securities and offers retail trading and investment services. The Demat A/c is frequently referred to as the BO ID while addressing the CDSL. Read the blog to know the meaning, types, and process of opening a Demat account in detail. An inter-depository or value-free Sovereign Gold Bonds (SGB) transfer involves transferring dematerialised SGBs from one depository to another (NSDL to CDSL or vice-versa). com is a part of ICICI Securities and offers retail trading and investment services. It has never seen before features with Interactive User Interface and Experience (UI-UX). Access your ICICIdirect accounts with single login for investments in primary and secondary markets with NRE and NRO funds. Login to ICICIdirect. 25% in cash, 0. Physical certificates are mostly no longer used, hence the electronic record of traded securities is kept in a Demat account. ICICIdirect. We would like to show you a description here but the site won’t allow us. Step 2: Select the IPO you wish to apply for from the given list and click on ‘Go’. 25% in cash, 0. To open a minor Demat account, the stockbroker will require documentation from the parent or legal guardian. 15% shall be applicable on Physical Delivery of F&O Contracts irrespective of. - ICICI Centre, H. Submit the original documents. Verify KYC Details. For orders in the Cash segment, securities are debited from or credited to this account at the time of settlement. Experience the ICICIdirect 3-in-1 Account with a range of features like viewing Live share prices, share trading on NSE and BSE, Futures and Options trading, Currency Trading, Mutual Fund investments, Initial Public Offerings (IPOs) and Life Insurance investments. You can use this Demat account to hold securities in a dematerialised form and transfer and receive securities in case of purchase and sale. Member of National Stock Exchange of India Limited (Member. com is a part of ICICI Securities and offers retail trading and investment services. Difference Between Demat Account and Trading Account; Difference Between Dematerialisation and Rematerialisation; What is Demat Account; How to Use Demat Account;. Consider you make 20 trades of total Rs. Single window for all your investment. Option. Equity Intraday: Equity intraday trades at only Rs. Not just this – users can also invest in Initial Public Offerings (IPOs) using this application. 3. The contents herein above shall not be considered as an invitation or persuasion to trade or invest. For instance, you will need it to open your Demat, Bank, and Trading account, to file your ITR, etc. com account or have opened a new trading account and your linked ICICI bank account is more than 6 months old or have securities value above Rs. Radiant Cash Management Services Limited was incorporated in Chennai, Tamil Nadu under the name `Radiant Cash Management Services Private Limited` on March 23, 2005 as a private limited company, under the Companies Act, 1956 by the RoC. Zerodha offers brokerage or say commission free mutual funds investment and platform for its users. com is a part of ICICI Securities and offers retail trading and investment services. The 3-in-1 trading account gives you the convenience of opening a demat, trading & bank account. This account will hold all the ETFs you buy. It multiplies the brokerage percentage with the number of shares an investor sells or buys and the price of the stock per unit. ICICI Securities Ltd. Nomination updation form for Trading and Demat account. Type a message in following format: UIDPAN. Member of National Stock Exchange of India Limited (Member code: 07730), BSE Limited (Member code: 103) & Metropolitan Stock Exchange (Member code: 17680),Multi. ICICI Securities Ltd. For orders in the Margin segment, the Demat Account specified is not relevant as margin orders. The minimum brokerage for transactions upto ₹ 6364 on stocks quoting more than ₹ 10 is ₹ 35/- per trade or 0. ICICIdirect. Home; Futures and Options; Invest in Futures and Options. We have more than 35,000 partners enjoying the success with us. You also need a bank account to provide money for the transactions. It resembles a bank account for stocks and shares. Absolutely hassle free! Security: Instead of transferring monies to a broker's pool or towards deposits, you can manage your own demat and bank accounts when you trade through ICICIdirect. Member of National Stock Exchange of India Limited (Member code: 07730), BSE Limited (Member code: 103. ICICIdirect. : ARN-0845. Open/Link your Demat Account. The validity of Prime 299 plan will be one year and all other plan subscribed from 10-02-2022 will be Lifetime. It offers you a unique 3. Trade in Shares, Futures & Options, Currencies, invest in Mutual Funds, IPOs and Life Insurance through our seamless and secure 3-in-1 online trading account. 00:41 start dmat account. If the actual allocation is less than the application, the balance amount is automatically released from ASBA lien. ICICIdirect. 00:29 have that following are the steps first. 975 per Annum as trading AMC charge. Brokerage on stocks quoting upto ₹ 10 would be levied at ₹ 0. Enter details and click on “Proceed”. The DP or Demat account of an investor comprises of 16 characters. All Mutual Funds, SIP, Tax Saving Schemes, Investment Baskets. Our of National Stock Austausch of Indians Limited (Member code:. On June 30, the Boards of HDFC Limited, a leading housing finance company, and HDFC Bank, one of India's largest private sector banks, approved the effective date of merger as July 1, 2023, and fixed July 13, 2023, as record date for determining the shareholders of HDFC Ltd. Rs 7 per Order brokerage offer. Registered office of I-Sec is at ICICI Securities Ltd. Here are steps to open it: Open a Demat account at your bank branch or you can do it online at the finance institution’s portal. com, choose from a varied Bond option available to suit your investment needs. You can link your desired bank account to the Demat account to use funds to buy shares and where funds go when you sell. 0. 3. 5. A demat account holds the certificates of financial instruments like shares, bonds, government securities, mutual funds etc. ICICI Direct Equity ATM (eATM) is a facility wherein the customer receives a credit of funds within 5 minutes (as against the current payout cycle of T+2) from the time of execution of sell order in the cash segment. 2. The 3-in-1 trading account gives you the convenience of opening a demat, trading & bank account. At ICICI Direct the intraday brokerage charge (under i-Secure plan) is 0. Trade in Shares, Futures & Options, Currencies, invest in Mutual Funds, IPOs and Life Insurance through our seamless and secure 3-in-1 online trading account. Download the ICICIdirect iLearn app. ICICI Direct is the number 1 stockbroker in India in terms of its active client base. Additionally, ICICI. Go to the ‘Customer Service’ section. are not exchange traded products / services and ICICI Securities Ltd. If you want to trade in securities in the Indian market, then having a Demat Account is mandatory. There are free sessions given by ICICI on trading too. Registered office of I-Sec is at ICICI Securities Ltd. Steps to Open ICICI Bank 3-in-1 Account Updated on November 19, 2023 , 3660 views. Enter your 16-digit Demat Account number to download the Demat holding statement. In this article, we will discuss various aspects. Trading APIs allow. A Demat account dematerialises your physical shares and converts them into an electronic format. Member of National Stock Exchange of India Limited (Member code: 07730), BSE Limited (Member. What is the minimum balance for a demat account? The objective of a demat account is to store shares and securities electronically. The very first step is to login into the portal with the allotted credentials. 17-Apr-08 KPISYS. Can be used for over 950 stocks: The EATM service can be used to liquidate over 950 different types of stocks. The 3-in-1 account offers the convenience of. Know More. com is a part of ICICI Securities and offers retail trading and investment services. In exchange, the company promises to repay the money (Principal) on a specified date in future (Maturity). Technology and trading platforms offered by the DP. Registered office of I-Sec is at ICICI Securities Ltd. Login to ICICI Direct website; Go to 'Customer Service' page; Scroll down to 'My Account'. ICICI Direct Neo Plan. com • Demat Form (New): It is a newly introduced mode of mutual fund investment on ICICIdirect. ICICI Direct Demat Account Review. com is a part of ICICI Securities and offers retail trading and investment services. 7. Liquid funds are intended to provide stability and safety to investors. ICICIDirect is the best full-service brokerage house for both high-frequency traders and investors with high-speed online trading platforms (web, app, and desktop), and multiple brokerage plans. 00:38 insurance Reckoning furthermore mouse on dmat computer will. Liquidity. On the Corporate Bonds page of the quoted Bid/Offer rates are clean prices; i. com is a part of ICICI Securities and offers retail trading and investment services. It could be a bank, a Non-Banking Financial Company (NBFC), or a stockbroking firm. No matter how many items are sold, DP Charges refer to flat transaction fees. Member of National Stock Exchange of India, BSE Ltd & Metropolitan Stock Exchange SEBI Registration number INZ000183631 ICICI Securities Limited acts as a Composite Corporate Agent of ICICI Prudential Life Insurance Company Ltd and ICICI. The 3-in-1 online trading account gives you the convenience of opening a online trading, demat & bank account. ICICIdirect. Book Value. T. Yes, you can convert your physical shares into Demat by opening a Demat account. com is a part of ICICI Securities and offers retail trading and investment services. Out of these 16 characters, the first 8 digits constitute the depository participant identity (DP ID). #1. Member of National Stock Exchange of India Limited (Member code: 07730),. Using Demat reconciliation report one can figure out the difference and directly add from there. com. 400 only. Access your ICICIdirect NRI accounts with single login for investments in primary and secondary markets with NRE and NRO funds. Discover which step to closer a demat account hassle-free. 75% of the trade value whichever is lower. Much like the offline procedure, you need to produce the required document copies online. 1010. The company was incorporated in 1910. Member of National Stock Exchange of India Limited (Member code: 07730), BSE Limited (Member code: 103) & Metropolitan Stock Exchange (Member code: 17680),Multi Commodity Exchange of India Limited (Member code: 56250) SEBI. A new screen appears on. com is a part of ICICI Securities and offers retail trading and investment services. Member of National Stock Exchange of India Limited (Member code: 07730), BSE Limited (Member code: 103) & Metropolitan Stock Exchange (Member code: 17680),Multi Commodity Exchange of India Limited (Member code: 56250) SEBI. ( I-Sec). Brokerage in Cash. A demat account is normally registered with only one central depository. ICICI direct margin calculator helps you to calculate the margin money or cash needed to buy the required quantity of stocks at the last traded price (LTP) of that stock. 75% of the trade value whichever is lower. This online share trading platform offers a trading account for seamless and hassle free electronic trading. Press 5 from the Demat Menu and transfer or pledge your securities. At ICICIdirect. Provide requested details (PAN, demat account number, UPI ID, bid details, etc. In addition to the typical advantages of increased security. If the information provided is correct, the Aadhaar will be linked to PAN successfully. 00:26 Bank additionally icicid mat linked so if your. The 3-in-1 online trading account gives you the convenience of opening a online trading, demat & bank account. Follow these steps to begin your investing journey immediately, and then you can learn more as you go along. Step 2: A list of brokers will appear on your screen. The original share certificates of the shares that you want to transfer. Let’s say you. You can view your ICICI Bank Demat Account online on ICICIBank. A range of Bonds are available to choose from RBI Bonds, Corporate Bonds, Sovereign Gold Bonds and Capital Gains Bonds. IOC order in ICICIDirect is an abbreviation for 'Immediate or Cancelled' order. <iframe src="height="0" width="0" style="display:none;visibility:hidden"></iframe>We are the Second largest non-bank distributor of mutual fund managing assets worth ₹ 520+ billion under 27 lacs mutual fund folios of our investors. Spring, from ICICIdirect, is a unique new platform that could set the future of trading as we know it! It is a platform to research and trade systematic investment strategies. 2,750 monthly. Open Demat account Partner With Us Refer Now Business Partners(IA) NRI LOGIN. ICICIdirect. Member of National Stock Exchange of India Limited (Member. brokerage free trades, ICICIDirect charges 0. We have more than 35,000 partners enjoying the success with us. T&Cs*. are not exchange traded products / services and ICICI Securities Ltd. Now get an exclusive additional interest rate of 0. Fill the quantity and price and click 'Submit'. 10,000 per month, and you want to increase it to Rs. Equity intraday trading as well as stock or currency derivatives are prohibited for minors. The other 8 characters are the beneficiary identity or the identity of the client in question. One demat customer numbering system is different for NSDL and for CDSL. in an electronic format. In our continuous endeavor to offer world-class services to our customers we offer the following features. A demat account helps you store the shares in a dematerialized format. 91% of total equity shares on a proportionate basis. Here are the details of the charges under the ICICI Direct Prime Plan: Account Opening Charges – Rs. T&Cs*. You need a trading account to facilitate buying and selling shares in the stock market. with TPIN. ICICIdirect. Trade in Shares, Futures & Options, Currencies, invest in Mutual Funds, IPOs and Life Insurance through our seamless and secure 3-in-1 online trading account. Charges of the plan differ as well, and you can use the ICICI Direct Brokerage Calculator for feasible and easy. 4. Customers can log-in to their ICICIdirect account and avail this offer in few simple steps within minutes. 35%. It offers a unique and seamless trading experience to its customers through ICICI 3 in 1 account. ICICIdirect. e. You can view live share price, do share trading on NSE, BSE, and MCX, trade in Futures & Options, Currencies, Commodities, invest in Mutual Funds, IPOs and Life Insurance through our seamless and secure 3-in-1 online trading account. Step #1. ; OTP will be sent to your. Integrates your banking, trading and demat account. is just acting as a distributor/ referral Agent of such products / services and all disputes with respect to the distribution activity. ICICIdirect is amongst India’s largest retail broker and financial product distributor, trusted by ~80 lac customers with a track record of over two decades of service. Cash buy is commonly known. It can be done as under, Login to your IT e-filing account. Gold - ETFs |. Check your demat account number. 00:21 ICICI Direct. A depository is similar to a bank. The clearing process involves accounting of trades as well as pay-in/pay-out while the settlement process involves matching outstanding buying and selling positions as well as ensuring physical. Over the time ICICIdirect has emerged as one stop digital financial super market. Parekh Marg, Churchgate, Mumbai - 400020, India, Tel No : 022 - 2288 2460, 022 - 2288 2470. The total brokerage will be 10,00,000 x 0. Comparing ICICIdirect vs Zerodha. Application Programming interface, is a software intermediary that allows two applications to talk to each other. Non-ICICI Bank Account holders can open an ICICIdirect 3-in-1 Account by clicking above. It helps you maintain the desired asset allocation and minimize risks. The asset could be a piece of land, a building, shares, or any other investment. The non-broking products / services like Mutual Funds, Insurance, FD/ Bonds, loans, PMS, Tax, Elocker, NPS, IPO, Research, Financial Learning, ESOP funding etc.