The INVESTMENT INTELLIGENCE

A 360 Degree Investment Solution Provider

Funded360

OUR SERVICES AND PRODUCTS

Equity/Commodity/Currency Research

DEMAT Account || Insurance || Loans

Mutual Funds || IPO || NFO

National Pension Scheme (NPS)

Training || Advisory

Algorithmic Trading Training

Buy unlisted/pre-ipo shares

  • Buy Shares before its IPO so that book better gains when the company goes public.

  • A seamless and transparent process.

  • Hold the unlisted shares in your existing DEMAT Account.

Analyst Support

(Query Resolution) Free for our demat clients

Products Covered : Equity & FO

Consultation Fee: Rs. 1,999 per Month (GST Included)

Package Includes:

A. Query Resolution with our Analyst/Support Team Member through

WhatsApp with average response time of 10 Minutes.

B. Direct Call (10 AM to 3 PM on Weekdays)

C. Stock Specific QnA

D. Monthly 5 Stocks for Medium to Long Term Asset Creation

Portfolio design service

Products Covered : Equity / Mutual Fund / Bonds as per the Investor Interest

Consultation Fee: Rs. 2,599 (GST Included)

Package Includes:

A. Portfolio Design / Restrategize Existing Portfolio as per the Investor's Risk Appetite / RoI Expectation.

B. 3 Month Follow-up to balance the portfolio as per the market movement.

finaNcial literacy for kids

LilVestor is an innovative program to the school kids to provide unbiased financial education for improving financial literacy which is an important life skill for the holistic development of each student. The program is based on two pillars; education and awareness and aims to establish a sustainable financial literacy campaign that will empower an entire generation.

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Learn Stock Trade & Earn

Learn Stock Market Trading right from the basics. Learn all hidden secrets & tips of the stock market. Build a career in the stock market. Identify good stocks to invest. Manage your stock investment portfolio. Numerous handholding sessions led by veteran traders are included in the course curriculum.

Complementary Demat and Trading Account (Zero AMC) will be offered to the participants.

Currency trade Funded360

FOREX TRADE

A currency future, also known as FX future, is a futures contract to exchange one currency for another at a specified date in the future at a price (exchange rate) that is fixed on the purchase date. Currency Derivatives are available on four currency pairs viz. US Dollars (USD), Euro (EUR), Great Britain Pound (GBP) and Japanese Yen (JPY). Cross Currency Futures & Options contracts on EUR-USD, GBP-USD and USD-JPY are also available for trading in Currency Derivatives segment. With lesser investment, trading is possible with margins. Personalized advisory services are provided to our clients to reap benefits of FOREX Trade.

IPO Bond MF Funded360

Wealth management

We offer a wide range of financial products to channelize your investments to the best of your interest. We extend our facilities of secured and unsecured loans, fixed deposits, bonds, mutual funds and Initial Public Offering (IPO) for profitable investments and several insurance plans for risk coverage.

  • IPO

  • Bonds

  • Mutual Funds

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Loans

  • Loan Against Property

  • Business Loans

  • Personal Loans

  • Home Loans


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Commodity trade

Commodity trading is where various commodities and their derivatives products are bought and sold. A commodity is any raw material or primary agricultural product that can be bought or sold, whether wheat, gold, or crude oil, among many others. When you engage in commodity trading, such commodities can diversify your asset portfolio.

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Insurance

We help you to choose insurance for your needs at competitive rates.

  • Life Insurance

  • Health Insurance

  • Vehicle Insurance

  • Property Insurance

  • Travel Insurance

Disclaimer:

‘Investments in securities market are subject to market risk, read all the related documents carefully before investing.

We collect, retain, and use your contact information for legitimate business purposes only, to contact you and to provide you information & latest updates regarding our products & services.

We do not sell or rent your contact information to third parties.


Attention Investors

1. Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020.

2. Update your mobile number & email Id with your stock broker/depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge.

3. Pay 20% or "var + elm" whichever is higher as upfront margin of the transaction value to trade in cash market segment.

4. Investors may please refer to the Exchange's Frequently Asked Questions (FAQs) issued vide circular reference NSE/INSP/45191 dated July 31, 2020 and NSE/INSP/45534 dated August 31, 2020 and other guidelines issued from time to time in this regard.

5. Check your Securities /MF/ Bonds in the consolidated account statement issued by NSDL/CDSL every month.

"Prevent Unauthorised transactions in your Trading/Demat Account. Update your mobile numbers/email IDs with your stock brokers/Depository Participant. Receive alerts/information of your transaction/all debit and other important transactions in your Trading/ Demat Account directly from Exchange/CDSL at the end of the day. 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."

"No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account."

"We understand that certain investment advisors may be approaching members of the public including our clients, representing that they are our partners, or representing that their investment advice is based on our research. Please note that we have not engaged any third parties to render any investment advisory services on our behalf. We do not share our research reports or our clients’ personal or financial data with any third parties and have not authorized any such person to represent us in any manner. Persons making investments on the basis of such advice may lose all or a part of their investments along with the fee paid to such unscrupulous persons. Please be cautious about any phone call that you may receive from persons representing to be such investment advisors, or a part of research firm offering advice on securities. Do not make payments through e-mail links, WhatsApp or SMS. Please do not share your personal or financial information with any person without proper verification. Always trade through a registered broker."



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