We strongly advocate that smart investment is the steppingstone to achieve one’s financial aspirations. Mutual Funds offer an opportunity for long-term wealth creation. However, with more and more funds flooding the market, the task of selecting the most suitable scheme gets even more complicated for individual investors. Mutual Fund Advisory Service at Tradewell guides you through this maze and ensures that your investments are backed by our quality research.
We, at Tradewell help you to reach your financial goals by offering
(based on changes in market and evolving trends)
Mutual Funds offer a wide variety of investment option depending on the risk taking nature of the investor.
Some of the major categories are:
The Equity Funds have the mandate of investing primarily in Equities. Equity mutual funds are also known as stock mutual funds. Equity mutual funds invest pooled amounts of money in the
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The Equity Funds have the mandate of investing primarily in Equities. Equity mutual funds are also known as stock mutual funds. Equity mutual funds invest pooled amounts of money in the stocks of public listed companies. Stocks represent part ownership, or equity in companies. The aim of stock ownership is to see the value of the companies increase over time. Stocks are often categorized by their market capitalization (small, medium, and large).
The Balanced Funds have the mandate of investing both in Equities as well as Debt papers. Balanced fund is also known as hybrid fund. It is a type of mutual fund that buys a combination of
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The Balanced Funds have the mandate of investing both in Equities as well as Debt papers. Balanced fund is also known as hybrid fund. It is a type of mutual fund that buys a combination of common stock, preferred stock, bonds, and short-term bonds, to provide both income and capital appreciation while avoiding excessive risk.
The Debt Funds have the mandate of investing primarily in Debt papers. An investment pool, such as a mutual fund or exchange-traded fund, in which core holdings are fixed income investments.
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The Debt Funds have the mandate of investing primarily in Debt papers. An investment pool, such as a mutual fund or exchange-traded fund, in which core holdings are fixed income investments. A debt fund may invest in short-term or long-term bonds, securitized products, money market instruments or floating rate debt. The fee ratios on debt funds are lower, on average, than equity funds because the overall management costs are lower.
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.
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