STOCK BROKERAGE SERVICES

IIDFC’s Brokerage Services Division offers a range of options to its Clients and their successors to meet their respective needs in the area of Stock Brokerage.

ABOUT IIDFC STOCK BROKERAGE SERVICES

IIDFC Stock Brokerage Services are designed to provide personalized, secured and simplified financial solutions for a wide variety of investors who wish to enhance their opportunities while minimizing their administrative hazards.

Whether you’re a primary or a capable investor, or even an investor who is well established and highly experienced in the financial world, our services will suit your needs. Each service package shall provide you with its unique ability to design your financial management plan which will suit your needs, now and in the future.

IIDFC undertakes to administer your investment needs and consult with you and/or your nominated persons and agents as required. Our goal is to help you meeting your cherished objectives, taking into account such factors as capital growth, cash flow and security.

In line with our past history, IIDFC will always adhere to a conservative investment philosophy. We shall always act to serve your best interest.

IIDFC STOKE BROKERAGE SERVICE AT A GLANCE

YOU:

1. Retain full discretion over financial decisions.
2. Enter into appropriate agreement.

WE:

• Administer and manage all investment documentations.
• Act as custodian of your assets.
• Provide a dedicated Client Service Officer.
• Issue various statements as and when you require.
• Provide privileged access to bonus promotional offers from time to time.

WHY SHOULD YOU CHOOSE IIDFC BROKERAGE SERVICES?

Because IIDFC

• Provides the best possible investment avenues for your savings
• Facilitates the Clients to enhance their return on investments through leveraging.
• Extends margin loan facility to the Clients
• Creates opportunity to maximize your return
• Provides investment counseling to minimize risk
• Broadens the base of your investment
• Provides professional counseling in various Stock Market Investments
• Ensures prompt securities dealing through professional traders
• Provides simple & hassle free account opening & maintenance services
• Processes easy orders submission facility
• Provides smooth fund withdrawal facilities
• Keeps confidentiality of your investment
• Has fast reporting system

ELIGIBILITY FOR OPENING AN ACCOUNT

Uness otherwise prohibited by law any person is eligible for opening an account with IIDFC Brokerage Services Division which inter-alia includes:

• Individuals (Local, NRB and Foreign)
• Public & Private Limited Company
• Partnership & Proprietorship Firm
• Trust
• Funds

REQUIRED DOCUMENTS

In case of NRB and Foreign individuals, following documents are mandatory along with the above mentioned documents:

1. Photocopy of valid Passport 
2. Bank certificate for FC or NITA account including bank statement
3. Photocopy of service agreement or work permit
4.  Photocopy of resident permit

Institutional Account

1. Photocopy of Memorandum & Articles of Association certified by RJSC
2. Photocopy of Certificate of Incorporation or Trade License
3. TIN Certificate
4. Board Resolution regarding opening of the account and its operation
5. 2 (three) copies recent passport size photograph(s) of the CEO/ or Managing Director (duly attested by the Chairman)
6. Photocopy of National / Voter ID card or valid Passport of the mentioned person(s)
7. Signature and photograph(s) of the authorized person(s)
8. Bank certificate including bank statement

In case of NRB and Foreign institutions, following documents are mandatory along with above mentioned documents:

1. Bank certificate for FC or NITA account including bank statement
2. Tax clearance certificate

FEES & CHARGES ON THIS ACCOUNT

KEY INFORMATION

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