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Portfolio Management

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Portfolio Management PortfolioYour portfolio is simply all of your investments. That’s it, really. If you have one investment account, and that account holds some stocks, some mutual funds, and some bonds, then all of those together would be your portfolio.Portfolio managementPortfolio management refers to the process of selecting the best investment tools for an investor …

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ATTENTION INVESTORS
  • 1.Disclaimer: Investment in securities market are subject to market risks, read all the related documents carefully before investing.
  • 2. Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020.
  • 3. 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. 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.
  • 4."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." Pay 20% upfront margin of the transaction value to trade in cash market segment
  • 5. 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.
  • 6.Check your Securities /MF/ Bonds in the consolidated account statement issued by NSDL/CDSL every month. .......... Issued in the interest of Investors"
  • 7.As per the SEBI circular the deadline for providing the choice of nomination details has been extended to September 30, 2023. Falling which the demat account shall be frozen for debits. You are requested to submit your nomination or request for opt-out of nomination (not to nominate anyone) in the prescribed format on or before September 30, 2023

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