Client Registration Documents

• Mandatory Documents - Trading & Demat Account
• Download Client Registration Documents
  (Rights & Obligations, Risk Disclosure Document, Do's & Dont's) in Vernacular Language: NSE | BSE

Policies

• Inactive Account Policy
• Investor Grievance Redressal Policy
• Risk Management Policy
• Anti Money Laundering Policy
• Policy on Voluntary Freeze of online access of clients trading account
• Policy for Handling Good Till Cancelled Orders

Other Information

• Investor Complaints for Stock Broker
• Investor Complaints for Depository Participants
• Advisory for Investors
• Dos and Dont's for CDSL Demat Account Holders
• Basic details
• Account Opening process
• Procedure for filing of Complaint and checking its status
• E-voting: CDSL | NSDL
• Process Note on Voluntary Freeze of online access of clients trading account
• SOP for reporting of demise of an Investor
• List of Authorised Persons (APs)
• Investor Risk Reduction Access
• View Client Collateral Details

Financial Information

• Annual Return 2020-21
• Annual Return 2021-22
• Annual Return 2022-23
• Annual Return 2023-24