indiabulls-creating a world of smart investors

8/8/2019 Indiabulls-Creating a World of Smart Investors

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About usy Indiabulls Securities is the first and only brokerage house in

India to be assigned the highest rating BQ 1 by CRISIL.

y Indiabulls Securities Limited (ISL) is the pioneer in Retail BrokingIndustry having a pan India presence and providing services to acustomer base exceeding half a million.

y ISL is in the business of providing securities broking and advisoryservices and is a corporate member of capital market, wholesale debtmarket and derivative segment of NSE and of the capital market andderivative segment of BSE.

y The company through various types of accounts provides product andservices related to purchase and sale of securities listed in NSE and

BSE.y It also provides depository services, equity research services, mutual

fund, IPO distribution to its clients.

y The company provides these services through on-line and off-linedistribution channel.


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History ofindiabulls


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What is Demat Account??y Just as you require an account with a bank for holding money,

you would need a Demat account for holding shares and stocks.

y Just as you can deposit and withdraw money from your bank

account, you can buy or sell shares from your demat account.

yA Demat Account, is the abbreviation for DematerialisedAccount which dematerializes paper-based physical stock

shares.

y The dematerialised account is used to avoid holding physical

shares: the shares are bought and sold through a stock broker inelectronic form.


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What is a TradingAccount???

yTrading account is an online platform where in

you transact or trade in stocks, F&O, etc.

yAfter transacting, if you take delivery of shares,

then they will go into your demat account.

yThus demat account is a holding account

where you hold shares and trading account is a

transacting account where you buy and sell

shares.


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How transaction takes place???


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Indiabulls Depository Servicesy Indiabulls is a depository participant with the National Securities

Depository Limited (NSDL) and Central Depository Services

(India) Limited (CDSL) for trading and settlement of

dematerialised shares.

y Indiabulls performs clearing services for all securities

transactions through its accounts. We offer depository services to

create a seamless transaction platform execute trades through

Indiabulls Securities and settle these transactions through the

Indiabulls Depository Services.

y Indiabulls Depository Services is part of our value added servicesfor our clients that create multiple interfaces with the client and

provide for a solution that takes care of all your needs.


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Indiabulls Products

1. Indiabulls Signature Account

(Trading & Demat Account)

2. Commodity Account

3. Currency Derivatives


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Indiabulls Signature Account

(Trading& Demat Account)

y With Indiabulls Signature account you will get trading and demat

services. You will always remain on top of your investments. It

provides you the platform to trade in Equity and Derivatives.

y With an unmatched service and nationwide presence, the

Indiabulls Signature Account comes bundled with a variety of

exclusive features.

1. Ease of tradingWith Indiabulls Signature account you havethe flexibility to place your orders either by logging on the

website, calling at the branch or walking in the branch.


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Indiabulls Signature Account (Contd)

2. Dedicated Service Branch and Relationship

Manager: You can get in touch with your Relationship

Manager and Service Branch for all your trading related

requirements.

3. Power Indiabulls (PIB):You can trade smarter andfaster using the Power Indiabulls application. Access the

broad spectrum of sophisticated trading tools and get an

edge in the stock markets.

4. Online Payment Gateways: Use our online paymentgateways facility and get instant credit in your Trading

Account. We currently provide online gateway payment

facility with four major banks HDFC, ICICI, AXIS and

IDBI.


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5. IPOs Indiabulls provides you the flexibility to apply in ongoing

IPOs through either online or offline channels. For applying online,you do not need to fill tedious forms and write cheques. You can

apply conveniently in IPOs from the comfort of your home / office

through our Website/PIB. For applying offline, you can contact your

Relationship Manager/ Service Branch.6. Portfolio Tracker:You can track your investments online through

our portfolio tracker functionality. You can conveniently track the

daily movement, notional / booked profits and losses in your

portfolio.

7. Equity Analysis Report A qualified and dedicated team of equity

analysts at Indiabulls publishes various research reports. You can view

these reports to gain insight into the companies of your interest.


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8. Market Statistics:This functionality facilitates tracking the market

trend by providing you real time data on top gainers, top losers,volume toppers and most volatile stocks.

9. Mobile Power Indiabulls (MPIB): MPIB is a mobile-phone based

application, developed exclusively for Indiabulls customers. Using

MPIB, you can view the live market rates of your favorite stocks andfutures contracts on your mobile device. Thus with MPIB, you can

always remain connected with the market, even on the move.

10. Electronic Contract Notes on Email: This facility enables you to

get digitally signed Electronic Contract Notes on email within 24

hours of executing trades in your Trading Account.

11. News Room:The News Room provides real-time news from stock-

markets, corporate sector, economy and other segments that have a

bearing on the market sentiment.


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Commodity Account:y In this account raw or primary products such as potato, gold, silver,

copper, chilli, etc. are exchanged in Commodities Market. Theseraw commodities are traded on regulated commodities exchanges,

in which they are bought and sold in standardized contracts.

Currency Derivatives Account:y In this account currency trading takes place in The foreign

exchange market (currency, forex, or FX market). It is

where banks and other official institutions facilitate the buying and

selling of foreign currencies. FX transactions typically involve oneparty purchasing a quantity of one currency in exchange for paying a

quantity of another.


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Charges1. Account Opening Charges

(i) Demat + Trading A/c Rs.900

(ii) Demat + Trading + Currency A/c Rs.900

(iii) Demat + Trading+Currency +Commodity A/c Rs. 1400

(iv) Commodity A/c Rs. 500

2. Annual Maintenance Charge Nil

3. Brokerage Flexible


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Documents Required1. Four recent passport size photographs.

2. Two xerox copies of PAN card.3. Two xerox copies of address proof. (Driving Licence,

Passport, Election Commission Card, Ration Card, RecentBank Statement, Pass Book)

4. One cancelled cheque.5. One cheque of A/c opening charge payable to IndiabullsSecurities Ltd.

6. Bank proof in the name of the individual, if cheque is notpersonalized. (Passbook or Recent bank Statement)

Note:- All the documents must be duly Self-attested inoriginal.


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Why Indiabulls???

yAll financial services at one platformyMost suitable brokerage charges in the

Industry

yBest recommendations for investment

yBest Risk Management Services

yOptimum additional funding (exposure)facility in trading


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Why Indiabulls??? (Contd)y Dedicated customer service

1. To activate Power Indiabulls (PIB) facility

2. To activate " Electronic Contract Notes on Email " facility

(ECN)

3. To update your Bank Details in Trading and Demataccount

4. To update your address in Trading and Demat account

5. To update your contact details in Trading and Demat account

6. To change your Relationship Manager or Branch

7. To activate ECS Mandate in your Demat Account

8. To receive SMS alerts from the depositories

9. To operate a Demat account with or with out a Nominee


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THANK

YOU

For any assistance please contact:

OUR Relationship Managers