WE DO HEREBY DECLARE THAT WE ARE DOING PROPRIETARY TRADING ALONG WITH CLIENT BUSINESS.                                                                                                                                
WE DO HEREBY DECLARE THAT WE ARE DOING PROPRIETARY TRADING ALONG WITH CLIENT BUSINESS.                                                                                                                                


ACCOUNT OPENING

OTHER FORM

TRADING SOFTWARE

POLICIES

MARGIN FILE

MANDATORY DOCUMENTS

ADVISORY TO INVESTORS

INVESTOR CHARTER AND COMPLAINTS DATA

INVESTOR CHARTER OF A STOCK BROKER
INVESTOR CHARTER OF DEPOSITORY PARTICIPANT
INVESTOR COMPLAINTS AS A DEPOSITORY PARTICIPANT
INVESTOR COMPLAINTS AS A STOCK BROKER
CSR POLICY
NSE Circular : 45/2021 dated 27/08/2021 , BSE Notice : 20210827-44 dated 27/08/2021.
Individual KYC Form
Non Individual KYC Form
VIEW KRA STATUS AND VALIDATION PROCESS
Saral Account Opening Form for Cash Segment
CVL KRA-Non-Individual-Annexure - 2014-Jan-20
CVL KRA New Non Individuals
CKYC Application Form_Individual
Trading and Demat Account Documents List for LLP
Trading and Demat Account Documents List for Corporate
Trading and Demat Account Documents List for Partnership Firm
Trading and Demat Account Documents List for HUF
Trading and Demat Account Documents List for Individual
Trading Account Closing Form
Segment_Addition_Form
Reactivation Form
Brokerage Modification form
Account Modification Form
CDSL TRANSMISSION-CUM-DEMATERIALIZATION FORM
REPURCHASE REDEMPTION REQUEST FORM [RRF]
Pledge Request Form (PRF)
CDSL Dematerialisation Request Form
CDSL Account Modification Form
CDSL Account Closure Form
Request Letter Format for Freezing/Blocking of Trading Account
No Data Found
BOARD RESOLUTION FOR NEW RMS POLICY
5 Risk Management Policy 30092019 - Method 5
BOARD RESOLUTION AND OTHER POLICY
Risk Management
Audit trail policy
Business Continuity & Disaster Recovery Plan
Password Policy
Backup Policy and Procedure Document
Change Management Policy
Application Software Policy
Network Security Policy
User Management & Access Control Policy
Information Security Policy
Policy on Inactive Client
Terms & Conditions Policy
Policy for Freezing of Trading Accounts
AML Policy & Procedures 31.03.2024
Surveillance Policy 31.03.2024
Policy On Unauthenticated News Circulation
Client Code Modification
Policy for Pre funded Instruments
No Data Found

Attention Investors :

Prevent unauthorised transactions in your account. Update your mobile numbers/email IDs with your stock brokers. Receive information of your transactions directly from Exchange on your mobile/email at the end of the day..... Issued in the interest of investors.

DP :

"Prevent Unauthorized Transactions in your demat account --> Update your Mobile Number with your Depository Participant. Receive alerts on your Registered Mobile for all debit and other important transactions in yourdemat account directly from CDSL/NSDL on the same day................. issued in the interest of investors."

KYC :

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.

IPO :

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.