With a demat account you can convert all your shares from physical holdings to electronic units; this would enable you to access your holdings and transact from anywhere using Internet Banking or Mobile App.
A demat account simplifies share transfers, settlements, allows automatic electronic transfer of dividends and interest and overall management of shares. It also gives you the option of pledging your electronic shares to avail of a loan.
Your Investment Account & Endless Opportunities
Bajaj Broking
Check the applicable fee and charges before opening a Demat account with Bajaj Financial Securities.
HDFC Securities
Open Demat & Trading Account
A dedicated consumer dashboard is a platform that provides users with detailed information and insights about their consumer habits and preferences. This powerful tool allows individuals to track their purchasing behavior, analyze their spending patterns, and make informed decisions based on their personal data.
With a consumer dashboard, users can view their transaction history, monitor their expenses, and set budget goals to effectively manage their finances. Additionally, this platform offers personalized recommendations and suggestions based on the user’s preferences and interests, helping them discover new products or services that align with their needs. Ultimately, a dedicated consumer dashboard empowers consumers to take control of their spending, improve their financial well-being, and make smarter purchasing decisions.
PMS or Portfolio Management Service is a professional service where qualified and experienced portfolio managers backed by a research team manage equity portfolios on behalf of clients instead of clients managing themselves.
Our robust research aids our esteemed customers to choose from a wide array of PMS Strategies offered by various AMCs. Add to this, our well trained colleagues who help you in identifying your financial goals & suggest the right fit.
Managing trade portfolios of investors is a crucial role in the financial industry. This involves overseeing and making informed decisions about various investments made by individuals or organizations. As a portfolio manager, one needs to carefully analyze market trends, assess risk factors, and identify potential opportunities for growth. Additionally, it is essential to diversify the portfolio by allocating investments across different asset classes such as stocks, bonds, and commodities. Regular monitoring of the portfolio’s performance is also necessary to ensure it aligns with the investors’ goals and objectives. Effective communication with clients is another key aspect of this role, as it involves discussing investment strategies, providing updates, and addressing concerns or queries. Overall, successfully managing trade portfolios requires a combination of analytical skills, market knowledge, and client relationship management expertise.