| Classic Account |
 |
|
|
| Benefits |
| |
Well researched 'DIRECT EQUTIY' portfolio from in-house analysts.
Dedicated Relationship Manager.
Monthly Portfolio Reports.
Regular Market Updates.
Personal Discussion of Portfolio on a monthly basis.
Online Portfolio Viewer facility.
Transactions in consensus with client. |
| Requirements |
| |
Broking / De-mat account to be opened with us with
the required documents.
Minimum investment of Rs. 15 Lacs OR transfer of
existing portfolio worth Rs. 15 lacs or over.
Upfront Fee cheque.
Signature on Application and Agreement Forms. |
| Upfront Fees |
| |
2.25% of Portfolio (Inclusive of Service Tax) |
| Profit Sharing Structure |
| |
Upto 15%
- NIL
15.01% to 30% -
20% of the Profits.
30.01% to 50%
- 15% of the Profits.
50.01% and over
- 10% of the Profits. |
|
|
|
 |
| Vanilla Account |
|
|
|
| Benefits |
| |
Well researched 'DIRECT EQUTIY' portfolio from in-house analysts.
Dedicated Relationship Manager.
Monthly Portfolio Reports.
Regular Market Updates.
Personal Discussion on Portfolio on a quarterly
basis.
Online Portfolio Viewer facility.
|
| Requirements |
| |
Broking / De-mat account to be opened with us with
the required documents.
Minimum investment of Rs. 15 Lacs OR transfer of
existing portfolio worth Rs. 15 lacs or over.
Signature on Application and Agreement
Forms.
|
| Upfront Fees - |
| |
NIL |
| Profit Sharing Structure |
| |
10% on profits
booked from Day 1 (Service Tax additional as
applicable). |
| | Click Here To Register | |
|
|
|
| Premier Account |
|
|
|
| Benefits |
| |
Tailor Made Direct Equity Portfolios.
Dedicated Relationship Manager.
Monthly Portfolio Reports.
Regular Market Updates.
Personal Discussion of Portfolio on a weekly basis.
Online Portfolio Viewer facility.
Transactions in consensus with client. |
| Requirements |
| |
Broking / De-mat account to be opened with us with
the required documents.
Minimum investment of Rs. 50 Lacs OR transfer of
existing portfolio worth Rs. 50 lacs or over.
Upfront Fee cheque.
Signature on Application and Agreement
Forms.
|
| Upfront Fees |
| |
1.75% of Portfolio (Inclusive of Service Tax) |
| Profit Sharing Structure - |
| |
Upto 15%
-
NIL
15.01% to 30%
- 17% of the
Profits.
30.01% to 50%
- 12% of the
Profits.
50.01% and over
- 8% of the Profits. |
| | Click Here To Register | |
|
|
