Fund Finesse is a bouquet of comprehensive financial products such as Capital Gain Bonds, Initial Public Offers (IPOs), Equities, and Mutual Funds. We have pioneered the concept of offering financial allied services, as a basket to cater to the diversified investment needs of our clients. It is our path-breaking initiative to guide investors to a product portfolio that best suits their risk-return profile.
Applications for investments can be obtained from any of the Tradewell offices. Apart from guiding our investors to pickup the right combination of investment instruments, we also support them with complete customer-friendly 'after-sales' service. Thus we act as an interlocutor between the investor and the issuer of the securities.
CIN: U67120TG2007PLC158339
CORPORATE MEMBER
OF
BOMBAY STOCK EXCHANGE OF
INDIA LTD
MEMBER ID: 3187
CORPORATE MEMBER OF BOMBAY STOCK EXCHANGE OF INDIA LTD MEMBER ID: 3187
NATIONAL STOCK
EXCHANGE OF INDIA LTD
MEMBER ID: 12835
NATIONAL STOCK EXCHANGE OF INDIA LTD MEMBER ID: 12835
MULTI COMMODITY
EXCHANGE OF INDIA LTD
MEMBER ID: 56265
MULTI COMMODITY EXCHANGE OF INDIA LTD MEMBER ID: 56265
Prevent Unauthorized transactions in your account --> Update your mobile numbers/email IDs with us. Receive information of your transactions directly from Exchange on your mobile/email at the end of the day Issued in the interest of investors.
Prevent Unauthorized Transactions in your demat account --> Update your Mobile Number with us. Receive alerts on your Registered Mobile for all debit and other important transactions in your demat account directly from CDSL on the same day Issued in the interest of investors.
KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.
LINKING OF AADHAR WITH INDIVIDUALS DEMAT ACCOUNTS
Procedure to file a complaint on SEBI SCORES: Register on SCORES portal. Mandatory details for
filing
complaints on SCORES: Name, PAN, Address, Mobile Number, E-mail ID.
Benefits: Effective Communication, Speedy redressal of the grievances.
Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 01, 2020. Update your email id and mobile number with your stock broker / depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge. Check your securities / MF / bonds in the consolidated account statement issued by NSDL/CDSL every month. "Issued in the interest of Investors".
ASBA No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to a authorize your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account.
6 KYC attributes viz Name, Complete address (including PIN code No. in case of address of India), PAN, valid Mobile number, Valid email-id, Income details/range and details of custodians for the custodian settled clients has been made mandatory for Investors. In instances, where the aforesaid 6 KYC attributes are not updated, the trading accounts would be considered as non-compliant and would not be permitted to trade at the Exchange. To ensure smooth settlement, the investors are requested to ensure that both the trading and demat accounts are compliant with respect to the KYC requirement.
Beware of fixed/guaranteed/regular returns/capital protection schemes. Brokers or their authorized persons or any of their associates are not authorized to offer fixed/guaranteed/regular returns/ capital protection on your investment or authorized to enter into any loan agreement with you to pay interest on the funds offered by you. Please note that in case of default of a member claim for funds or securities given to the broker under any arrangement/ agreement of indicative return will not be accepted by the relevant Committee of the Exchange as per the approved norms.
THIS IS TO INFORM THAT TRADEWELL SECURITIES LIMITED DOES THE PROPRIETORY TRADING IN NSE, BSE AND MCX.