Wealth Management

Succession Planning

Future-Proofing Your Family Business: The Essentials of Succession Planning

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For India’s ultra-high-net-worth individuals (UHNIs), family businesses are not just enterprises—they are legacies. Yet, many face the challenge of ensuring these legacies endure across generations. Effective succession planning is the key. 1. Begin with Governance Establishing a robust governance framework is foundational. This includes creating a family constitution, setting up family councils, and appointing independent …

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Wealth Preservation

The Do-s and Don’t-s of Wealth Preservation

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In the world of finance, where markets can shift unpredictably and economic conditions fluctuate, the art of wealth preservation stands as a cornerstone of financial success. Whether you’re commencing your investment journey or are a seasoned player, safeguarding your wealth against market volatility and economic uncertainties is paramount. Here are the indispensable do’s and don’ts …

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Investor Awareness

1. Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020.

2. Update your mobile number & email Id with your stock broker/depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge.

3. Pay 20% upfront margin of the transaction value to trade in cash market segment.

4. Investors may please refer to the Exchange’s Frequently Asked Questions (FAQs) issued vide BSE notice no. 20200731-7 dated July 31, 2020 and 20200831-45 dated August 31, 2020 and NSE circular no. NSE/INSP/45191 dated July 31, 2020 and NSE/INSP/45534 dated August 31, 2020 other guidelines issued from time to time in this regard.

5. Check your Securities /MF/ Bonds in the consolidated account statement issued by NSDL/CDSL every month.

Attention Investors

Prevent Unauthorized Transactions in your trading and/or demat account – Update your
Mobile Number and / or email IDs with your Stock Broker and / or Depository Participant. Receive alerts on your Registered Mobile for all debit and other important transactions in your demat account directly from CDSL on the same day / information of your transactions directly from Exchange on your mobile/email at the end of the 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.”

No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor’s account.”