KYC Equities & Currency Derivatives

India Advantage Securities Pvt. Ltd. & India Advantage Commodities Pvt. Ltd. besides doing client based business also does its own Investment and / or Trading.

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. Prevent unauthorised transactions in your account --> Update your mobile Numbers /email IDs with your stock brokers. Receive information of your transactions directly from Exchange on your mobile/email at the end of the day.... Issued in the interest of Investors.

"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."

I wish to open Online Boarding Account

Investor Awareness regarding the revised guidelines on margin collection:-Attention Investors :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 and 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 circular reference NSE/INSP/45191 dated July 31, 2020, notice no. 20200731-7 dated July 31, 2020 and NSE/INSP/45534 dated August 31, 2020, notice no. 20200831-45 dated August 31, 2020 and 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.Issued in the interest of Investors

ADVISORY – KYC COMPLIANCE - 6 KYC attributes investor must update, kindly contact us for further information

Attention Investors - You may opt for Execution of ‘Demat Debit and Pledge Instruction’ (DDPI) for transfer of securities towards deliveries / settlement obligations and pledging / re-pledging of securities, To know more please refer to our Investor page or contact us.

Attention Investors –Please refer to Cdsl Communiqué, For Dos and Don’ts and best practices to be followed for CDSL demat account holders, please visit our Investor page for further details or contact us.

Provide the nomination form, if not provided till date.in absence of nomination, your demat and trading account will be frozen/inactive, w.e.f. 01-Apr-2023

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4th Floor, Om Plaza, Vasanji Lalji Road, Opp. Kandivli Station, Kandivli (West). Mumbai - 400 067.

+91-022-6616 8800

contact@indiaadvantage.co.in

Disclaimer : India Advantage Securities Private Ltd. is a SEBI Registered Investment Advisor, we offer model portfolio & it should not be confused with any regulatory registered PMS & Mutual funds or other fund management activity etc.

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KYC Equities & Currency Derivatives

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