Advice Based Broking Desk make it very easy to monitor your portfolio closely and make changes based on expert advise. The objective is to address the needs fo ibvestors with high net worth and make investing and monitoring less challenging for them. With most experienced professionals working under iur wing of Advice Based Broking Desk, we offer great insights into the market and make trading easier and safer for our clients.
At Oswal Shares & Securities, we have dedicated research teams and experienced professionals to offer personmalized investment advise to our clients.
As an Advice Based Broking Desk expert, we indulge in deep equity research to workout on solutions that work best for our clients. With years of proven track record of success, we are dedicatedly available to make your investment worth and revenue generating.
At Oswal, we have been consistent with our approach to investment management and client services. As a provider of stock brokering services, we have always relied on our team of expert equity broker who closely watch over the stock market movements and advice our investor clients to manage their investments. At Oswal we hold:
Feel free to reach out to our knowledgeable Advisor Team for a deeper analysis, competitive pricing, or any additional questions you may have. Our team is here to assist you.
Oswal Shares & Securities has no AP’s (authorised person) and remiser.
Transaction alerts through SMS, e-locker facilities, chatbots for instantaneously responding to investor queries etc. have also been developed.
Consolidated Account Statements are available online and could also be accessed through mobile app to facilitate the investors to view their holdings in demat form.
Investors can give instructions for transfer of securities through e-DIS apart from physical DIS. Here, for on-market transfer of securities, investors need to provide settlement number along with the ISIN and quantity of securities being authorized for transfer. Client shall be required to authorize each e-DIS valid for a single settlement number / settlement date, by way of OTP and PIN/password, both generated at Depositories end. Necessary risk containment measures are being adopted by Depositories in this regard.
Online instructions for execution internet-enabled services like Speed-e (NSDL) & Easiest (CDSL) empower a demat account holder in managing his/her securities ‘anytime-anywhere’ in an efficient and convenient manner and submit instructions online without the need to use paper. These facilities allows Beneficial Owner (BO) to submit transfer instructions and pledge instructions including margin pledge from their demat account. The instruction facilities are also available on mobile applications through android, windows and IOS platforms.
Account opening through digital mode, popularly known as “On-line Account opening”, wherein investor intending to open the demat account can visit DP website, fill in the required information, submit the required documents, conduct video IPV and demat account gets opened without visiting DPs office.
Linkages with Clearing System for actual delivery of securities to the clearing system from the selling brokers and delivery of securities from the clearing system to the buying broker.
In case of transposition-cum-dematerialisation, client can get securities dematerialised in the same account if the names appearing on the certificates match with the names in which the account has been opened but are in a different order. The same may be done by submitting the security certificates along with the Transposition Form and Demat Request Form.