Trade In: BSE and NSE

Type of Account

ICICIDirect offers 3 different online trading platforms to its customers:

1. Share Trading Account

Share Trading Account by ICICIDirect is primarily for buying and selling of stocks in BSE and NSE.
This account allows Cash Trading, Margin Trading, MarginPLUS Trading, Spot Trading, Buy Today Sell
Tomorrow and Call and Trade on phone.

ICICIDirect.com website is the primary trading platform for this trading account. They also provide
installable application terminal based application for high volume trader.

2. Wise Investment Account

Along with stock trading and IPO investing in BSE and NSE, Wise Investment account also provide
options to invest in Mutual Funds and Bonds online.

Online Mutual funds investment allows investor to invest on-line in around 19 Mutual Fund companies.
ICICI Direct offers various options while investing in Mutual Funds like Purchase Mutual Fund,
Redemption and switch between different schemes, Systematic Investment plans, Systematic
withdrawal plan and transferring existing Mutual Funds in to electronic mode. This account also
provides facility to invest in Government of India Bonds and ICICI Bank Tax Saving Bonds.
ICICIDirect.com website is the primary tool to invest in Mutual Funds, IPOs, Bonds and stock trading.

3. Active Trader Account

Active Trader account gives more personalized investment options to the investors. It allows investor to
use online and offline stock trading. It also provides with independent market expertise and support
through a dedicated Relationship Manager from ICICI.

Active Trader also provides commodity trading.

Brokerage and fees

1. Account opening fees : Rs 750/- (One time non-refundable)

2. Brokerage : ICICIDirect.com brokerage varies on volume of trade and inclusive of demat

transaction charges, service taxes and courier charges for contract notes. It ranges from 0.1% to
0.15% for margin trades, 0.2% to 0.425% for squared off trades and 0.4% to 0.85% on delivery
based trades.
Check latest rates at: http://content.icicidirect.com/mailimages/feeschedule.htm

How to open account with ICICIDirect?

For Online Stock Trading with ICICI, investor needs to open 3 accounts...ICICI Bank Account, ICICI Direct
Trading Account and ICICI Demat Account (DP Account).

Note: If you already have a bank account or demat account with ICICI, you could link it with new
ICICIDirect trading account.

Opening trading account with ICICI is easy. You could use one of the following options to open account
with ICICIDirect.

 Visit ICICIDirect.com and fill the "Open an Account" form.

 Call ICICI and tell them that you are interested in opening an account with them.

In both the cases ICICI representative contact you in a day or two and tell you about the procedure to
open the account. They usually send somebody to your home to collect documents, signature and for
demo if required.

Advantages of ICICIDirect

1. 3-in-1 account integrates your banking, broking and demat accounts. All accounts are from ICICI
and very well integrated. This feature makes ICICI the most interesting player in online trading
facility. There is absolutely no manual interfere require. This is truly online trading environment.

2. Unlike most of the online trading companies in India which require transferring money to the
broker's pool or towards deposits, at ICICIDirect you can manage your own demat and bank
accounts through ICICIdirect.com. Money from selling stock is available in ICICI bank account as
soon as the ICICIDirect receive it.

3. Investment online in IPOs, Mutual Funds, GOI Bonds, and Postal Savings Schemes all from one
website. General Insurance is also available from ICICI Lombard.

4. Trading is available in both BSE and NSE.

Disadvantages of ICICIDirect

1. Getting access to ICICIDirect.com website during market session can be frustrating.

2. ICICIDirect brokerage is high and not negotiable.

3. Not all stocks are available under Margin Plus.

Sharekhan is online stock trading company of SSKI Group, provider of India-based investment banking
and corporate finance service. ShareKhan is one of the largest stock broking houses in the country. S.S.
Kantilal Ishwarlal Securities Limited (SSKI) has been among India’s leading broking houses for more than
a century.

Sharekhan is online stock trading company of SSKI Group, provider of India-based investment banking
and corporate finance service. ShareKhan is one of the largest stock broking houses in the country. S.S.
Kantilal Ishwarlal Securities Limited (SSKI) has been among India’s leading broking houses for more than
a century.

Sharekhan's equity related services include trade execution on BSE, NSE, Derivatives, commodities,
depository services, online trading and investment advice. Trading is available in BSE and NSE. Along
with Sharekhan.com website, ShareKhan has around 510 offices (share shops) in 170 cities around the
country.

Share khan has one of the best state of art web portal providing fundamental and statistical information
across equity, mutual funds and IPOs. You can surf across 5,500 companies for in-depth information,
details about more than 1,500 mutual fund schemes and IPO data. You can also access other market
related details such as board meetings, result announcements, FII transactions, buying/selling by mutual
funds and much more.

Trade In: BSE and NSE

Type of Account

Classic Account Trading Terminal

1. ShareKhan Classic account

Allow investor to buy and sell stocks online along with the following features like multiple watch lists,
Integrated Banking, demat and digital contracts, Real-time portfolio tracking with price alerts and
Instant credit & transfer.

a. Online trading account for investing in Equities and Derivatives

b. Free trading through Phone (Dial-n-Trade)

I. Two dedicated numbers for placing your orders with your cellphone or landline.
 II. Automtic funds tranfer with phone banking (for Citibank and HDFC bank
customers)

III. Simple and Secure Interactive Voice Response based system for authentication

IV. get the trusted, professional advice of our telebrokers

V. After hours order placement facility between 8.00 am and 9.30 am

c. Integration of: Online trading + Bank + Demat account

d. Instant cash transfer facility against purchase & sale of shares

e. IPO investments

f. Instant order and trade confirmations by e-mail

g. Single screen interface for cash and derivatives

SpeedTrade Treading Terminal

2. ShareKhan SpeedTrade account

This accounts for active traders who trade frequently during the day's trading session. Following are few
popular features of SpeedTrade account.

a. Single screen interface for cash and derivatives

b. Real-time streaming quotes with Instant order Execution & Confirmation

c. Hot keys similar to a traditional broker terminal

d. Alerts and reminders

e. Back-up facility to place trades on Direct Phone lines

Brokerage:

Some stock trading companies charge direct percentage while others charge a fixed amount per Rs 100.
Sharekhan charges 0.5% for inter day shares and 0.1% for intra day or you could say Sharekhan charges
50 paise per Rs 100.
How to open account with Sharekhan?

For online trading with Sharekhan, investor has to open an account. Following are the ways to open an
account with Sharekhan:

 Call them at phone number provided below and ask that you want to open an account with
them.

1. Call on Toll free number: 1-800-22-7500 to speak to a Customer Service executive

2. If you are in Mumbai call on 022-66621111

 Visit one of their branches. Sharekhan has a huge network all over India. Click on
http://sharekhan.com/Locateus.aspx this link to find out your nearest branch. Just select the
place near you and you'll find a manager to assist you there.

 You can send them an Email on [email protected] to know about their products and services.

 If you wish to chat with customer service representative, you can join the chat sesssion.

Advantages of Sharekhan:

1. Online trading is very user friendly and one doesn't need any software to access.

2. They provides good quality of services like daily SMS alerts, mail alerts, stock recommendations
etc.

3. Sharekhan has ability to transfer funds from most banks. Unlike ICICI Direct, HDFC Sec, etc., so
investor not really needs to open an account with a particular bank as it can establish link with
most modern banks.

Disadvantages of Sharekhan:

1. They charge minimum brokerage of 10 paisa per stock would not let you trade stocks below 20
rs. (If you trade, you will loose majority of your money in brokerage).

2. Lots of hidden rules and charges.

3. They do not provide facility to book limit order trades during after-hours.

4. Classic account holders cannot trade commodities.

5. Cannot purchase mutual funds online.

Indiabulls is India's leading Financial Services and Real Estate Company having presence over 414
locations in more than 124 cities. Indiabulls Financial Services Ltd is listed on the National Stock
Exchange, Bombay Stock Exchange, Luxembourg Stock Exchange and London Stock Exchange.
Type of Account
1. Indiabulls Equity Trading Account

Indiabulls Equity Trading Account is standard Online trading account from India bulls and along with
online trading it also provides priority telephone access that gives you direct access to your Relationship
Manager and full access to 'Indiabulls Equity Analysis'.

Application Trading Terminal(Need Installation)

1. Power Indiabulls

Power Indiabulls trading terminal is the most advanced new generation trading platform with great
speed. This trading terminal is built in JAVA.

Power Indiabulls is extremely reach in features including Live Streaming Quotes, Fast Order Entry and
execution, Tic by Tic Live Charts, Technical Analysis, Live News and Alerts, Extensive Reports for Real-
time Accounting.

Document Required to open Equity Trading Account with Indiabulls

1. One passport size photograph.

2. Proof of bank account

3. Copy of PAN card.

4. Identity proof - copy of passport or PAN card or voter ID or driving license or ration card.

5. Address proof - copy of driving license or passport or ration card or voter card or telephone bill
or electricity bill or bank statement.

Brokerage and fees :

1. Account opening fees : Rs 1200/- (One time non-refundable) as below:

250/- Equity Trading Account opening charge
200/- Demat Account opening charge
750/- Software changes

Advantages of Indiabulls Equity Trading Account

1. Brokerage is less compare to other online trading companies.

2. Provide trading terminal 'powerbulls', a java based software. It's very fast in terms of speed and
execution.
 5paisa is Online Stock Trading Company of India Infoline Securities Private Ltd., Owner of
popular business portal Indiainfoline.com. Besides high quality investment advice from an
experienced research team, the site offers real time stock quotes, market news and multiple
tools for technical analysis.

Trade In: BSE and NSE

Trading Terminals:

5Paisa offers 2 different online trading terminals to its customers:

1. Investor Terminal (IT)

Investor Terminal is 5Paisa's equity trading terminal for low volume trader. This is web based
terminal and could access from anywhere. This product provides limited features in comparison
of Trader Terminal, which is another product provided by 5Paisa.

2. Trader Terminal (TT)

Trader Terminal is design for high volume equity traders or day traders. Trader Terminal
provides high volume trading with powerful interface and fast order execution.

Few popular features of trader terminal are:

o Fast trade execution with instant trade confirmation.

o Live streaming quotes and price watch on any number of stocks.

o Intra day charts, updated live, tick-by-tick.

o Live margin, position, marked to market profit & loss report.

o Set any number of price alerts on any number of scrips.

o Flexibility to customize screen layout and setting.

o Facility to customize any number of portfolios & watch lists.

o Facility to cancel all pending orders at one click.

o Facility to square off all transactions at one click.

o Top Gainers, Top Losers, Most Active, updated live.

o Index information; index chart, index stock information live.

o Market depth, i.e. Best 5 bids and offers, updated live for all stocks.
 o Online access to both accounts and DP to check live updated Order and Trade Book.

o Facility to place after market orders.

o Online fund transfer facility from leading Banks including ICICI, HDFC, CITI and UTI
banks.

o Online intra-day technical calls.

o Historical charts and technical analysis tools.

o India Infoline's world - acclaimed news service and research.

o and many more.

Brokerage and Account opening fees:

1. Account opening fees: Rs 500/- one time non refundable.

2. 5 paisa offer competitive rates. They charge only 5 paisa for Rs 100 of trade done, which is
0.05%. brokerage. In case of trade that result in delivery, they charge an additional 0.20% for
back office and securities handling.

How to open account with 5Paisa

There are few steps to open an account with 5paisa.

1. First log on to their site and fill the registration form. Once you fill the form they will give you 2
options. Either you can receive the form by mail or one of their agent visit you personally.
Personal visit is not available in all cities.

2. After registration, you will be required to deposit a certain amount of initial margin deposit with
them. The deposit can be of any amount, but it should not be less than Rupees Five Thousand.

3. When your account is activated, you will receive a welcome kit, which contains details about
your account, your username and password, and the user's manual. The kit will also include a CD
ROM which will allow you to install trading software.

4. It will take approximately 15 days to complete the formalities if all the correct documents are
sent and the forms are correctly filled.

5. Documents required are 2 latest passport size photos, proof of identity and address i.e. say
electricity/ telephone bill, passport photocopies and PAN number.

Advantages of 5paisa

1. Very fast execution speed.

2. Rates are very competitive then other providers.

3. Easy online fund transfer facility from leading Banks including ICICI, HDFC, CITI and UTI banks.

4. Free facility of subscribing to mutual funds, equity IPOs and other investment products.

Disadvantages of 5paisa

1. No intra-day tick by tick charts in Investor Terminal (IT).

2. Investing in IPO and Mutual Funds is not so easy like in ICICIDirect.

3. Learning 5paisa Trading Terminal is little hard.

IPO / Mutual Funds investment through 5Paisa (IndiaInfoLine)

1. 5Paisa provides free facility of subscribing to mutual funds, equity IPOs and other investment
products using internet banking account of ICICI, HDFC, CITI and UTI banks.

2. Registered users with 5Paisa can logon to following website to apply in an IPO:
http://www.indiainfoline.com/ipo

3. While applying for IPO shares online through 5Paisa, Investor are taken to there corresponding
banks homepage. Investors can use there net banking user id & password & transfer funds
directly using any of these banks.

4. 5Paisa members can use the similar steps to invest in Mutual Funds online.
Incorporated in 1987, Motilal Oswal Securities Ltd is a well diversified financial services firm offering a
range of financial products and services such as Wealth Management, Broking & Distribution,
Commodity Broking, Portfolio Management Services, Institutional Equities, Private Equity, Investment
Banking Services and Principal Strategies.

Company have a diversified client base that includes retail customers (including High Net worth
Individuals), mutual funds, foreign institutional investors, financial institutions and corporate clients.
They are headquartered in Mumbai and as of September 30th, 2009, had a network spread over 576
cities and towns comprising 1,257 Business Locations operated by them. As at September 30th, 2009,
company had 5,80,667 registered customers.

Type of Account

1. MOSt E-Broking

MOSt E-Broking is complete online stock trading solution for Indiaian stock market. Following are the
features of MOSt E-Broking account:

o Easy single screen trader with instant trade confirmation similar to exchange based
trading terminals.

o Access to various online reports like margin report, Demat A/c details, trades executed,
turnover report, net position report with mark to market profit/loss and realized profit.

o Online transfer funds through HDFC Bank.

How to open account with Motilal Oswal Securities Ltd?

For online trading with Motilal Oswal, investor has to open an account. Following are the ways to open
an account with Motilal Oswal Securities Ltd:

 Call them at phone number provided below and ask that you want to open an account with
them.

 Visit their website and fill a form. Representative from Motilal Oswal will contact you.

 Visit one of their branches. Click on the below link and find out your nearest branch. Just select
the place near you and you'll find a manager to assist you there.
http://www.motilaloswal.com/MOSL/Online_Trading/Contact_Us/

 From the mobile phone type "MOSL_EBRO" and send it to 57573. Representative from Motilal
Oswal Securities will contact you shortly for fulfilling all account opening formalities.

 Contact Motilal Oswal by sending email at [email protected]

List of documents required to open an acount

1. Proof of Identity – Copy of PAN Card

2. Proof of Address – Copy of any one of the following (Self Attested)

o Passport

o Ration card

o Voter’s ID

o Driving license

o Electricity bill (not more than 2 months old)

o Landline Telephone Bill (not more than 2 months old)

o Bank Pass Book

3. Bank Proof – Copy of Bank Pass Book or Personalized Cheque leaf (For Existing Bank Account
Holders Only)

4. 3 Photographs

Awards

1. 2005, Asiamoney Brokers ranked MOSt the best Indian brokerage firm in India.

2. March 2006, AQ Research declared MOSt the best research house for Indian stocks.
HDFC Securities(HDFCsec) is Equity Trading Company of HDFC Bank. HDFC Securities provide both online
trading and trading on phone. The HDFC Securities trading account has a unique 3-in-1 feature that
integrates your HDFC Securities trading account with your existing HDFC bank savings account and
existing Demat account. Funds / shares are seamlessly moved from the linked Demat/Bank account to
execute the transactions.

HDFCsec provides Cash-n-Carry on both NSE and BSE, Day trading on both NSE and BSE, Trade on
Futures & Options on the NSE and Online IPO Investment.

Features on HDFC Securities Online trading:

1. Seamless Transactions - By integrating your accounts, we ensure minimal waste of time during
movement of your funds and shares.

2. Speed - Orders are placed electronically, so proceeds are available instantly.

3. No manipulation - To prevent any mismanagement, we will send you an email confirmation, the
minute your order is executed.

4. Safety and Security - HDFC Securities offer the highest level of security such as 128-bit
encryption technology.

5. Dedicated and Separate contact numbers - for trading over the phone as well as for customer
care.

Document Required to open account with HDFCsec

Any Indian resident/non resident individual NRI (except for the US NRIs) or an Indian Corporate can
register with HDFCsec. However, to become a member, you will have to open savings/current and
demat accounts with HDFC Bank. Following documents are required to open accouunt with HDFCsec

1. One passport size photograph.

2. Copy of PAN card.

3. Identity proof - copy of passport or PAN card or voter ID or driving license or ration card.

4. Address proof - copy of driving license or passport or ration card or voter card or telephone bill
or electricity bill or bank statement.

Brokerage and fees :

1. Rs. 799/- (Including trading account, bank account and DP account with HDFC)
Please note: HDFC Bank savings account required a quarterly minimum balance of Rs. 2,500/-. If
 you already have Saving account or DP account with HDFC, you could link them with trading
account.

Angel Group has emerged as one of the top 3 retail broking houses in India. Incorporated in 1987, it has
memberships on BSE, NSE and the two leading commodity exchanges in India i.e. NCDEX & MCX. Angel
is also registered as a depository participant with CDSL.

Angel's retail stock broking house offering a gamut of retail centric services.

 Ebroking

 Investment Advisory

 Portfolio Management Services

 Wealth Management Services

 Commodities Trading

Trade In: BSE and NSE

Trading Platforms:

Angel Trade provides 4 trading platforms, 2 are browser based & 2 are application based.

1. Angel investor

It is a browser based trading platform. The rates are updated on clicking the refresh button. This facility
ensures it is not blocked by firewall. Thus it is useful for investor who needs to access information from
places where firewall blocks such data.

2. Angel Trade

It is a browser based trading platform. The rates are updated automatically. This platform is useful for
investors & traders to access market from different terminals.

3. Angel Diet

It is an application based trading platform where rates are updated automatically. All segments are
available on a single screen. This is ideal platform for the daily traders.

4. Angel Anywhere

It is an application based trading platform where rates are updated automatically. This is ideal for
investors & traders who are inclined towards trading based on charts & technical tools.

Brokerage and fees:

 1. Account opening fees:
Stock trading account - Rs 575/-
Demat account - Rs 200/-
Commodity trading - Rs 625/-

2. Brokerage:
For trade up to the range of Rs 1 - 3 Crore:
Cash Based: 0.50%
Day trading: 0.05%
Derivatives: 0.05%

For trade more than Rs 3 Crore, brokerage is about 0.03%.

How to open account with Angel Trade?

There are 3 simple ways to open an account with Angel Trade.

 Call at one of the below number and ask to open an account with them.
Phone No: (022) 4000 3633 / 35

 Visit one of their nearest branch and you will find representative to help you out. Click here to
find the branch closest to you.

 Visit www.angeltrade.com and fill the contact us form. One of the representative contacts you
shortly.

In all there cases Angel Trade representative contact you in 24 to 48 hours and tell you about the
procedure to open an account.

Advantages of Angel Trade

1. User friendly browser-based / application based online trading platform.

2. The auto square off time is at 3:15 and an investor can buy up to 4 times the value in his
account.

3. Trading account can be linked with popular private banks like HDFC Bank, ICICI Bank, UTI bank
etc.

4. Trading is available in both BSE and NSE.

Disadvantages of Angel Trade

1. Online money transfer from trading account to bank account is not available:

Trading account can be linked with popular private banks like HDFC Bank, ICICI Bank, UTI bank
etc. A trader can transfer money from his bank to the trading account online. But the reverse
transactions are not yet available online.

This means money, a trader gets after selling shares doesn’t get credited in his bank account
directly. The trader has to call Angel Trade and request for the deposit. This takes couple of
working days.

This way angel trade is kind of behind with ICICIDirect where 3 accounts (Bank account, trading
account and demat account) are connected so seamlessly that no manual interfere requires. In
ICICIDirect, a trader gets the money back into his ICICI Bank account as soon as the trader settle
down.
HSBC InvestDirect (India) Limited (HIL) is one of the India's leading financial services organizations
providing varied range of services through its subsidiaries to Individual and Corporate customers. HIL is
listed on the Bombay Stock Exchange Limited (BSE) and National Stock Exchange Limited (NSE).

HSBC InvestDirect offers various services that include equity broking, wealth management, IPO
distribution and portfolio management services. HSBC InvestDirect has around 240 offices in 80 cities
around the country.

Trade In: BSE and NSE

Online Stock Trading Platforms:

HSBC InvestDirect offers 3 different online trading platforms to their customers:

1. SmartSTART

SmartStart is a powerful browser based Trading platform for beginners. SmartStart trading platform
allows their investor to flexibility of trading on both the NSE & BSE via a single screen.
Features:

1. Trade on NSE & BSE

2. Simple order entry for Equity & Derivatives

3. Fully Customizable display

4. User friendly Get Quote screen

5. Seamless 3-in-1 proposition

6. Live order status

7. Track your orders real-time

8. Dynamic buying power

9. Works behind a Proxy

10. Back office access

2. SmartINVEST

SmartInvest is a browser-based trading platform for customers who transact occasionally. It is ideal for
investors who believe in the Buy and Hold approach towards investment in equities. It gives the benefit
of real-time streaming data with the flexibility of trading on any Internet capable system.
Features:
 1. Instant access to account with no wait time

2. Works behind a Proxy

3. Live Streaming quotes

4. Multiple Watch lists

5. NSE & BSE Access

6. Single order form for Cash and FnO

7. Point and Click order entry

8. Hot Key Functions

9. Back Office access

3. SmartTRADE

SmartTrade is an EXE based desktop software designed for active traders who transact frequently to
capture short-term price movements. This platform gives more personalized investment options to the
investors. Following are few popular features of SmartTrade account.

Features:

1. Fully Customizable display

2. Dynamic Charts with Indicators

3. EOD Charts

4. Real-Time market data

5. Advanced Alert capabilities

6. Live order status

7. Track your orders real-time

8. Real time position updates

9. Dynamic buying power

10. Message window docking

How to open account with HSBC InvestDirect?

For online trading with HSBC InvestDirect, investor has to open an account. Following are the ways to
open an account with HSBC InvestDirect.

 Call them at phone number provided below and ask that you want to open an account with
them.
Toll Free No.: 1800-209-4477 or 1800-22-4477
Other No: 022 - 30637777

 Visit one of their nearest branches.

http://www.hsbcinvestdirect.co.in/hsbc-webapp/Home/AboutUs/branchLocatorAction.do?
reqCode=getLocations

 You can send them an Email on info [email protected] to know about their
products and services
Standard Chartered – STCI Capital Markets Limited (formerly UTI Securities Ltd), is a leading broking
company in India, provides a wide range of financial services including Investment Banking, Institutional
Equity & Derivative Broking, Fixed Income, Research, Retail Equity, Portfolio Management, Distribution
of financial products and Depository services.

On 11 January 2008, Standard Chartered Bank Ltd (SCBM) acquired 49% stake in UTI Securities Limited
from Securities Trading Corporation of India (STCI). Accordingly, the name of the company was changed
from ‘UTI Securities Limited’ to ‘Standard Chartered – STCI Capital Markets Limited’.

Standard Chartered – STCI Capital Markets Limited is registered as a trading and clearing member with
Bombay Stock Exchange Limited (BSE), National Stock Exchange of India Limited (NSE) and MCX Stock
Exchange Limited. The Company is also registered as Depository Participant with Central Depository
Services (India) Limited (CDSL) as well as National Securities Depository Limited (NSDL).

Trade In: BSE and NSE

Type of Platforms:

STCI offers 3 different online trading platforms to its customers:

1. Easy Trade:

Easy Trade is a powerful and user friendly browser based online trading website for beginners. It
provides unique integrated account which link banking, broking, and demat accounts. Trader can get the
latest stock quotes, unlimited access to trading history, current order status, access to all back end
reports and data.

2. Advanced Trade:

Advance Trade is an Applet-based system, designed specially for active traders. Advance Usec gives
access to their traders to view live streaming quotes which enables them to keep track of real-time price
movement. Multiple market watch, message window and trading window, all in one screen help
customers to track individual stocks and make timely trades when investing online.

3. Super Trade:

Super Trade is an advanced, customizable online trading platform built exclusively for active traders. It
offers professional and complimentary tools which enable their user to view streaming, intraday, daily
and weekly charts, personalized quick stock quote lists and real-time updates.

Brokerage and Account opening fees:

STCI Capital Markets offers three kinds of platforms as above. Below are detail about fees and activation
charges for each account:

1. Easy Trade:
Account activation charges Rs.499/-.

2. Advance Trade:
Account activation charges Rs.799/-.

3. Super Trade:
Account activation charges Rs.2499/-.

How to open account with STCI Capital Markets?

For online trading with STCI Capital Markets, investor has to open an account. Following are the ways to
open an account with STCI Capital Markets:

 Call them at phone number provided below and ask that you want to open an account with
them.

 Visit their website and fill a form. Representative from STCI Capital Markets will contact you.

 Visit one of their branches. Click on the below link and find out your nearest branch. Just select
the place near you and you'll find a manager to assist you there.
http://www.contentlinks.asiancerc.com/scwmnew/branchlocator.asp

 From the mobile phone type "ACCOUNT" for 3-in-1 to and send it to 57575. Representative
from Standard Chartered – STCI Capital Markets will contact you shortly for fulfilling all account
opening formalities.

 You can send them an email at [email protected] for 3-in-1

Account and [email protected] for 2-in-1 Account.

Advantages of STCI Capital Markets Ltd

1. They provide intraday reports and historical charting.

2. Varity of fee structure to fulfill need of different type of investors.

3. User can access sector-wise information to track sectors and individual scrips within the sector.

4. STCI provides "Quick Mail" tool so user can resolve all the problems online.
Reliance Money, A Reliance Capital Limited Company, is the financial services division of Reliance Anil
Dhirubhai Ambani (ADA) Group. Reliance ADA group is among top 3 business houses in India with wide
range of presence across various sectors. Group’s major interests ranges from communications (Reliance
Communications) and financial services (Reliance Capital Ltd), to generation, transmission and
distribution of power (Reliance Energy), infrastructure and entertainment.

Reliance Money has over 22 lakhs customers and more then 10'000 branches in around 5000 cities in
India. Company is among the largest broking and distribution house of financial products and having
share of more then 3% of total stock market volume at BSE & NSE.

RelianceMoney.com is the web based investment portal (with Online Stock Trading) from Reliance
Money. This website enables its customer to invest & manage most of the services provided by Reliance
Money including Equity (Stock) Trading, Commodity Trading, Derivatives, Mutual Fund Investment, IPO
Investment, Life Insurances, General insurances, Money Transfer, Forex exchange, Gold Coins and Credit
Cards Services. Company recently entered in to Wealth Management with tools like investment in
equity-linked portfolio management services, structured products, insurance and mutual funds.

The Reliance Money stock trading websites uses special security features 'Security Token', which makes
your online trading experience more secure without complexity.

Stock Trading through RelianceMoney.com is available for BSE and NSE stock exchanges. Offline trading
is also available through Reliance Money partners in more then 5000 city across India and through
phone by dialing 022-39886000.

Investment Options

The investment options available with Reliance Money online portal are as below:

1. Equity (Stock) Trading at BSE, NSE and NSE F&O

2. IPO Investment

3. Derivatives Trading

4. Forex Trading

5. Commodity Trading(Gold, Silver, Crude etc....) at MCX, NCDEX and NMCE (FAQ's)

6. Mutual Fund Investment

7. Life & General Insurance

 8. 'Pure Swiss' Gold Coins (99.99% pure, 24 carat)

Trading Platforms

Reliance Money provides 3 different trading platforms for equity trading:

1. Insta Trade

2. Fast Trade

3. Easytrade

Reliance Money Technical Analysis (A paid service)

Relance Money offers a simplified, automated, sophisticated technical analysis to Indian retail broking
consumers with the help of Recognia's Technical Analysis tools. Recognia, a Canada based company, has
proprietary pattern recognition technology capable of recognizing patterns in the price charts of any
publicly traded financial instrument including stocks, bonds, funds, commodities, currencies and
indexes.

The technical services are available for introductory free 7-day trail period to Reliance Money users. Post
the trail period, this service is available to users at a nominal subscription of Rs. 99 for 3 months/ Rs. 179
for 6 months/ Rs. 299 for a year, i.e., less than Re 1 a day.

Reliance Money Brokerage and fees:

Reliance Money offers lowest brokerage rates in today's online stock trading industry in India. The
brokerages are as low as 0.075% for delivery based trading and 0.02 for now delivery. For more detail
about Reliance Money’s brokerage and fees visit the below section of this webpage.

Reliance Money Demat Account Charges:

Fee Head DP Charges

Annual Services Charges - For Individuals / HUFs / Trust Rs. 50/-

Annual Services Charges - For NRIs / Foreign Nationals, Corporates / Others Rs. 1000/-

Transaction Charges - SELL (Market & Off Market)

Rs. 25/-
For instructions given in physical form.

Transaction Charges - SELL (Market & Off Market)

Rs. 12/-
For instructions received through Internet/ online trading through Reliance Securities Ltd.

Note: The brokerage & fees on this webpage may not accurate, please contact your nearest Reliance
Money broker for latest available information. Also check rates of Securities Transaction Tax
How to open account with Reliance Money?

Opening online stock trading account with Reliance Money is easy. Simply fill a form online at below
address and somebody from Reliance Money will contact you.Click here to open an Account with
Reliance Money.

Click here to download forms to open account with Reliance Money.

Advantages of Reliance Money

1. Extra security features with 'Security Token'', which is the most secure and tested technology in
computer world.

2. Simple, easy and fast online stock trading.

3. Almost all investment options are available under one account including Equity Trading,
Derivatives, Forex, Commodity, IPO, Mutual Funds and Insurance.

4. Branches are available in all major cities and the number is growing.
Idbipaisabuilder.in is a multi purpose online stock trading website from IDBI Capital Market Services Ltd.,
a leading provider of financial services in India and is a 100% subsidiary of Industrial Development Bank
of India (IDBI).

Idbipaisabuilder.in allows investing in equity shares, derivatives (futures & options) mutual funds & IPO's
in India Stock Markets. You can buy or sell securities on NSE and BSE Stock exchanges.

Type of Account

Paisa Power Classic Trading Terminal

1. Paisa Power Classic Account

Paisa Power Classic Account is online stock trading account for beginners and low volumn traders in
India Stock Market. It allows investor to invest in Equity, Mutual Funds and IPOs online. Following are
few popular features of this account:

a. Online trading account for investing in Equities and Derivatives.

b. Short learning curve helps you to start quickly.

c. Easy to use features.

d. Evaluate & buy mutual funds schemes online and check on fund rankings through our
performance map.

e. Apply for IPO’s online. No paper work or check required for applying in IPOs.

f. Integration of: Online trading + Bank + Demat account

g. Trading is available in both BSE and NSE.

Paisa Power Streaming Trading Terminal

2. Paisa Power Streaming Account

Paisa Power Streaming Account for online trading is for high volume and frequent equity traders. As
classic account this account also provides investment options in Stocks, Mutual Funds and Initial public
offers online. Following are few popular features of this account:
 a. Live refreshing equity prices, which enable you to keep track of every price movement
as soon as it takes place.

b. Setting price alerts on the scripts in order to notify you as soon as your scrip reaches a
particular price point.

c. Multiple market watches, message window and trading window.

d. Evaluate & buy mutual funds schemes online and check on fund rankings through our
performance map.

e. Apply for IPO’s at the click of a button without any of the hassle of tedious paperwork
and processes involved in an offline IPO application.

f. Trading is available in both BSE and NSE.

Brokerage and fees:

Advantages of IDBIPaisaBuilder

1. Idbipaisabuilder.in enables you to set up a single integrated 3-in-1 account that links your Bank,
Demat and Trading accounts.

2. All your transactions are online which means absolutely no paperwork involves.

3. You can invest anywhere, at absolutely anytime, even when the market is closed. All your orders
are confirmed immediately with no delays.

4. Trade over Phone (ToP) facility is available in addition to internet trading. ToP allows you to
place orders or check order status on phone.

5. Idbipaisabuilder.in website is 'Verisign Certified', which ensures complete confidentiality of your

transactions with highest security.

6. Help documents and demos are available to invest in equity, mutual funds and IPO’s which helps
you to get familiar with the process on investing through Idbipaisabuilder.

How to open an account with IDBIPaisaBuilder?

1. Over Internet:

Fill a simple form and Idbipaisabuilder representative will contact you with all formalities to open an
account.

2. On Phone:

Call Toll Free Number: 1800-22-3366 or 022-3291 5001

 3. Through Email:

Simply send an email to [email protected], requesting for any information you required.

4. Visit Branch Offices:

Click here to find out nearest IDBIPaisaBuilder Branch Offices.

Religare Enterprises Limited is Ranbaxy Laboratories Limited promoted financial product and service
provider company.

Religare provide its service in three different segments including Retail, Wealth management and the
Institutional spectrum. Company offers wide range of services including equities, commodities,
insurance broking, wealth advisory, portfolio management services, personal finance services,
Investment banking and institutional broking services. Religare retail network has more than 900
locations in 300 cities and towns in India.

Religare provides the online gateway to their investors so investor can trade online in Equities,
Commodities, apply for IPOs, invest in Mutual Funds, and buy Insurance.

Religare Securities Limited (RSL) is a subsidiary company of Religare Enterprises Ltd and involve in
equity related services include online trading at BSE and NSE, Derivatives, commodities, IPO, Mutual
fund, Investment banking and institutional broking services.

People who wonder where Religare word came from, it's a Latin word meaning 'to bind together'.

Type of Account

Religare offers its wide range of financial services though a sophisticated and customized trading
platform - R-ACE (Religare Advanced Client Engine). Below are 3 flavors of R-ACE accounts available to
the investors.

1. R-ACE (Basic)

R-ACE (Religare Advanced Client Engine) the basic online trading account provided by Religare. Investor
can trade and access their account information online and over the phone as well. This account comes
with a browser based online trading platform and no additional software installation needed.

2. R-ACE Lite (Advanced)

R-ACE Lite is the advanced trading platform for the investor of Religare. This trading account provides
the entire feature of R-ACE (Basic) account. In addition it also provides real-time streaming stock quotes
and alerts. This trading platform is also browser based and no software installation is needed.

3. R-ACE Pro (Professional)

As the name indicates this account is for high volume traders. Along with the features from above 2
accounts, this account also comes with Trading Terminal software which needs to install on your
computer. This terminal directly connects the investor to stock market and having all industry standard
Treading terminal features including technical charting (intra-day and EOD), multiple watch list,
advanced hot-key functions for faster trading, derivative chains, futures & options calculator etc.

As in basic and advance account, trading is available online through internet and offline though phone.

Brokerage and Account opening fees:

Religare offers three kinds of accounts as above. Below are detail about fees and activation charges for
each account:

1. R-ACE
Account activation charges Rs.299/-.
Minimum margin of Rs.5000/- required.

2. R-ACE Lite
Account activation charges Rs.499/-.
Minimum margin of Rs.5000/- required.

3. R-ACE Pro
Account activation charges Rs.999/-.
Minimum margin of Rs.10,000/- required.

4. Brokerage at Religare

On the basis of volume and frequency of trading, Religare provide different options for brokerages. On
the broader way they divided into three categories:

o Classic Account

Intraday brokerage varies from 0.03% to 0.05%.

Delivery brokerage varies from 0.30% to 0.50%.
Derivatives brokerage varies from 0.3% to 0.5%.

o Classic Plus

Fees: Rs 600
Validity Period 6 Months
Intraday brokerage varies from 0.03% to 0.05%.
Delivery brokerage varies from 0.30% to 0.50%.

o Freedom Account
In this payment plan, investor has to pay a fix amount in advance for Monthly (Rs 500), Quarterly
(Rs.1400), Half-yearly (Rs 2500) or Annual Subscription (Rs 4000). This one time payment enable account
holder to trade for Rs. 3,00,000 intraday & derivative trading and Rs. 40,000 of delivery based trading for
zero brokerage.

o Trump Account

Trump account has four payment options, Trump Plus, Trump Super, Trump Star and Trump Super Star
plan.

 Trump Plus has annual subscription fees of Rs 2,500, Brokerage on Delivery

Trades is 0.25% and Brokerage on Intraday Trades & F&O Trades is 0.025%.

 Trump Super has annual subscription fees of Rs. 15,000, Brokerage on Delivery
Trades is 0.15% and Brokerage on Intraday Trades & F&O Trades is 0.015%.

 Trump Star has annual subscription fees of Rs. 50,000, Brokerage on Delivery
Trades is 0.10%, Brokerage on Intraday Trades is 0.01% and Brokerage on Future
Trades is 0.008%.

 Trump Super Star has annual subscription fees of Rs. 1,00,000, Brokerage on
Delivery Trades is 0.10% and Brokerage on Intraday Trades & F&O Trades is
0.005%.

How to open account with Religare?

For online trading with Religare, investor has to open an account. Following are the ways to open an
account with Religare:

There are 3 simple ways to open an account with Religare.:

 Call at one of the below number and ask to open an account with them.
Phone Numbers: 1860-25-88888

 Visit one of their branches. Visit Religare Branch Locater at

http://www.religareonline.com/CustomerServices/branchlocator.aspx

 Fill Online Account Application Form. http://www.religareonline.com/AccountOpen.aspx

Advantages of Religare

1. Religare gives interest on unutilized cash when investor is waiting to make next trade or online
investment.

2. They provide intraday reports and historical charting.

3. Varity of fee structure to fulfill need of different type of investors.

Incorporated in 1987, Geojit BNP Paribas (Geojit) is one of the major stock brokers based in India. Geojit
is based in Kochi, Kerala and has the strong presence in Gulf.

Geojit BNP Paribas is cash equity and derivatives broker with extensive experience in Portfolio
Management Services and the distribution of financial products: mutual funds and life insurance.

Geojit provides stock trading at NSE and BSE stock exchanges through a strong network of around 500
branches and its state of art online trading portal.

Geojit BNP Paribas is a stock market listed company and its stock are traded at NSE (GEOJIT) and BSE
(532285).

Over the years the name of the company got changed from Geojit Securities Ltd. to Geojit Financial
Services Ltd. (GFSL) and finally to Geojit BNP Paribas Financial Services LTD in April 2009.

Trade In: BSE and NSE

Online Stock Trading Platforms:

Geojit BNP Paribas offers an Advanced Online Investment Platform called ‘FLIP’ (Financial Investment
Platform) that comes with multiple conveniences and flexibilities.

Geojit BNP Paribas offers 3 different online trading platforms to its customers. Investor can select from
any of the three trading platforms that Geojit BNP Paribas offers as per investor’s requirement.

1. FLIP Lite

FLIP Lite is a browser based version and will help to trade even if someone have a low bandwidth
connection. It’s Light and easy to use. FLIP Lite is designed to work on mobile devices.

2. FLIP Gold Platform

FLIP Gold Platform is a browser based version that can be accessed from around the world. This Platform
is offered absolutely FREE to all online customers. FLIP Gold Platform is ideal for those who travel often
and hence cannot access their own computer for trading.

Key Features of Gold Platform:

 1. Live streaming quotes

2. Real-time configurable Market Watch with auto save functionality

3. Live top gainers, top losers and most active script

4. Tick by Tick Intraday Charting and advanced charting with 60 technical studies

5. Live exchange-broadcasting messages

6. Optimized to work on low bandwidth

7. Works behind proxy & firewall

8. Real-time Research & Trade Execution notification via pop-up

9. Platinum user can login to Gold & Lite platforms with the same login id

10. Instant trade confirmation & Online fund transfer facility

11. After market hours, orders can also be placed in both the Exchanges

12. Online investment of Mutual Funds and IPO’s

3. FLIP Platinum platform

Platinum platform is a virtual dealer terminal. It is best suited for active traders, who take advantage of
minor movements in the price. This EXE program can be downloaded on the client’s computer. This
platform is FREE if brokerage criteria is met else clients can opt for the refundable fee option.

Key Features of Platinum Platform:

1. All the features of Gold are available in Platinum

2. Professional, Classic, Customized Market Watches

3. Fast trade execution with instant trade confirmation through pop-up

4. View Cash, F&O and Currency quote in a single market watch screen

5. Real-time updation of Index & Tick by Tick updation of index chart

6. Intraday & EOD

7. Sophisticated studies such as Technical indicators can be performed by using

appropriate parameters

Brokerage and Account opening fees:

Account opening fees: Rs 650/- onetime non refundable. (600 Trading + 50 Demat Account)
Dematerialisation charges: Nil + courier charges @ Rs.35 Per script
Rematerialisation charges: Rs.10 for every hundred securities or part thereof ;} or Rs.10 per certificate,
whichever is higher} + courier charges Rs.35 per script
Custody Charges: Nil

Brokerage:

1. For delivery based trading, Geojit brokerage is from 0.10% to 0.30%.

2. For Intra-day trading, Geojit brokerage is 0.01% to 0.03%.

3. For F&O trading, Geojit brokerage is Rs 30 to Rs 75 per lot.

Current brokerage: http://www.geojitbnpparibas.com/Equity/EquityInner.aspx?id=168 offered by

Geojit. (Click on the "Fees" button in left menu.)

How to open account with Geojit BNP Paribas?

There are 3 simple ways to open an account with Geojit.

 Call at one of the below number and ask to open an account with them.
Toll Free No.: 1800 425 5501
1800 103 5501
Other No: 0484 391 1777

 Visit one of their nearest branches.

http://www.geojitbnpparibas.com/AboutUs/AboutUsMain.aspx?id=13[Geojit Branch Locater].

 Fill Online Account Application Form.

http://www.geojitbnpparibas.com/AboutUs/AboutUsMain.aspx?id=16

Document required to open Geojit Trading Account

For opening a two-in-one account: i.e. Trading and Demat, Individual Investors require following
documents:

 Photograph - Two recent passport size

 Proof of Bank Account (Copy of Bank Statement / Copy of first page of the Bank Pass Book / A
cancelled cheque)

 Proof of Address (Passport, Driver's License, Ration Card, Voter's Identity card, Telephone bill,
and Electricity bill, Bank Passbook / Bank Statement or Rent Agreement)

 Proof of Identity (PAN Card)

Advantages of Geojit BNP Paribas

1. Geojit BNP Paribas has introduced a view only "terminal" that delivers real-time market
information from the Company’s system to the GPRS enabled mobile phones of Company’s
clients. FLIP-ME* (Financial Internet Platform-Mobile Edition) delivers key information and a
host of other features empowering the client on the move to take trading decisions, and avail
the call and trade facility to execute orders.

2. Investors can place orders via phone by calling customer care (Toll free) or through respective
branch.

3. Company has list of preferred backs including HDFC Bank, ICICI Bank, Citibank & Federal Bank,
Punjab National Bank, Union Bank of India, Bank of India and IDBI Bank.

4. Facility to place online orders in Post-close session of NSE and BSE.

5. Daily market calls, Research Reports, Demat Holdings, change of Platform, etc are available
though SMS.

Disadvantages of Geojit BNP Paribas

1. Company doesn’t offer 3 in 1 trading account like other popular brokers. Investor has to use
banking services from other banks.

2. Slow website response time.

Incorporated in 1993, Networth Stock Broking Limited (NSBL) is one of the major stock brokers in India.
Networth offers premium financial services and information. NSBL is a member of the National Stock
Exchange (NSE) and the Bombay Stock Exchange (BSE).

NSBL provide the retail broking services all over the India, Middle East, Europe and America. NSBL has
156 branches across the India. They are growing exponentially because of their strong support;
technology drives operations, research team and network of experts. Online trading is one of the
important platform provided by NSDL.

www.networthdirect.com is an advanced, web based platform enables us to provide the entire gamut of
financial services, be it Mutual Funds, Insurance, Equity trading, IPOs or even Loans, through one single
window. In short, it aims to provides the convenience [one window all products] & consolidation [one
statement all investments].

They are:

 Members of BSE, NSE, MCX-SX, MCX, NCDEX and DP of CDSL & NSDL.

 Winners of CNBC-TV18's Financial Advisor Awards 2008 for Best Regional Level Financial Advisor
(Western Region).

 Proclaimed amongst the most read research analyst (Team Networth) by Thomson Reuters
consistently over a period of time.

 A Charter member of Financial Planning Standards Board of India [FPSB]

 Online Trading alliance partners with Punjab National Bank (PNB)

 Corporate agents of MetLife India Insurance Company Ltd.

 Empanelled with all AMCs to distribute Mutual Fund products.

Trade In: BSE and NSE

Online Stock Trading Platforms:

Networth is an online platform packed with products & services. Networthdirect provides clients access
to:

1. e-transact (Website based trading)

This is the platform where customers can trade online in various financial instruments. It is conveniently
integrated with multiple payment gateways and depository services to provide a seamless transaction
capability. It's a Single Customized Integrated Screen

o The screen is customizable with ability to choose specific stocks from specific exchanges
[BSE / NSE (Cash / F&O)].

o Viewing price fluctuation and trading on multiple exchanges from the same platform
with real time streaming quotes.

o Live news and top gainers/losers update on the same screen.

o 3 in 1 consolidation - Integration of client's bank account, trading account and demat

account leads to easy, paperless and high speed execution of transactions. No need of
physical cheques / transfer instruction slips.

o Instant Order/Trade Confirmations - Instant execution of the entire trading transaction,

from logging on to the execution and settlement of pay in/payout of funds to
order/trade delivery.

o Online Portfolio Tracker - Consolidated Portfolio that helps in maintaining & tracking on
a real time basis and it gets updated every 5 seconds.

o Online Back Office – Enables you to get multiple transactional detailed reports viz.
financial statements, net position, settlement bills, delivery reports, transaction
statement, contract note etc.

o Security - 128-bit encryption to ensure the highest level of safety to protect all online
information and SSL Certification for secure transaction web pages.

2. My Networth

This provides access to your accounts and statements online and with 24X7 availability. You can view
your portfolio across all assets and get a consolidated view.

How to open account with Networth?

There are 3 simple ways to open an account with Networth.

 Call at one of the below number and ask to open an account with them.
Toll Free No.: 1800-220-223
Other No: 022-30641700
  Visit one of their nearest branch and you will find representative to help you out: Click on this
link http://www.networthdirect.com/Branches/BranchNetwork.aspx to find the branch closest
to you.They have 156 branches across the India.

 Mail them your details at [email protected], and their relationship manager will
contact you.

Features of Networth

1. Call & Trade [1800 3000 0333]: A Toll Free No. accessible from any landline or mobile phone in
India. As an introductory offer there are no extra charges for availing this service. User can
instantly place / modify /cancel orders, and check status of orders which they have placed.

2. Research-based advice: They generate reports like India Market Report, Pivot Points, Result
preview and updates, Company reports, IPO analysis etc to enable investment decisions.

3. Transparency: Networth provides an audit trail from order placement, to clearing and
settlement, and finally ending with a credit into DP account.

4. Efficient Grievance handling: Client queries and grievance redressal module - Response to all
queries within 1hr. If within 36 hrs a client's query is not addressed, an intimation is made to the
management. Exclusive set of professionals taking care of client grievances and clients can view
the status of their grievances online.

5. One Statement all Investments: Investments will be mapped into a single account statement.
The entire portfolio is mark to market. Now in one statement you can view your entire portfolio
and also keep a tab on your Networth.

6. SMS Updates: Investor will be provided with regular updates on SMS regarding their ledger
balance, credit of bonus and dividend and all other trading related details. They also send
research tips to advice their investor.

Advantages of Networth

1. Trader can make off-market orders entry even while the market is closed. Orders will be
released as soon as the market opens on the following day.

2. Brokerage rates are negotiable.

3. No demat account transaction fees.

4. No annual account maintenance charges for demat and trading account.

(Hence your account maintenance charges are NIL compared to India bulls, ICICI Direct, HDFC
Securities etc.)

5. They provide facility to apply online for IPO’s and Mutual Funds.
Incorporated in 1994, Kotak Securities Limited, the leading stock broking house of India is 100%
subsidiary of Kotak Mahindra Bank. Company offering includes stock broking through the branch and
Internet, Investments in IPO, Mutual funds and Portfolio management service. It also offers portfolio
management services to high net worth individuals and corporate customers. Kotak securities also
distributes a range of financial products, including company fixed deposits, mutual funds, initial public
offerings, secondary debt, equity, and small savings schemes.

Most of the services provided by the company are available though its internet portal. In early 2009
company launched Saxo's global trading platform in India. This platform provide direct access to
equities, ETF's and REITS spanning 24 stock exchanges across the USA, Europe, Asia and Australia.

Kotak Securities is a corporate member of both Bombay Stock Exchange (BSE) and National Stock
Exchange (NSE). Currently, Kotak Securities is one of the largest broking houses in India with wide
geographical reach.

Trade In: BSE and NSE

Account Types:

Kotak offers different account types according to users requirement:

1. Super Derivatives

Super Derivatives account is specially made for those investors who are averse to taking risks and trade
high volumes in futures and options.

Risk would be reduced in this account as account is mainly focused on derivative investments. Kotak has
dedicated teams for technical and derivative analysis. Kotak’s analyzing team analyzes various
parameters of derivative data, so investor need not to waste their time on data analyzing. An investor
gets access to both dealers and experts so they can speak to them directly via phone/chat. This
opportunity gives investor to know the rationale behind a particular position or strategy at all times,
identify opportunities and know details on market movements etc. In Super Derivatives account an
investor also will be able to use advanced strategies. Kotak’s experts suggest strategies to their
investor’s positions where the risk return ratio is much lower.

One can activate Kotak securities Super Derivatives account with minimum amount Rs. 25 lakh as
margin, by way of cash or stock. For Derivative brokerage - Futures is .05% both sides and for Derivative
brokerage - Options is 0.05% or Rs 150 per contract whichever is higher (both sides). Delivery Brokerage
is 0.45%.

2. AutoInvest

AutoInvest is a unique Online Trading Account which provide investment planning in Gold ETFs
(Exchange Traded Funds), Equities and Mutual Funds to their customers. Gold ETFs are mutual fund
schemes that will invest the money collected from their investors in standard gold bullion.

Kotak's advisor gives the recommendation according to investor's risk capability and investment plans.
Minimum investment of Rs 5000 required for AutoInvest account.

3. Kotak Gateway

Kotak Gateway account opens the gateway to a world of investing opportunities for beginners. Kotak
Gateway user can trade anywhere, anytime using internet. Kotak also offers call and trade facility.

Kotak Securities provide SMS alert, research report, free news and market updates to the account
holders. Best feature of Kotak gateway is call and trade facility. Anybody can activate Kotak Gateway
account with any amount between Rs 20,000 to 5, 00,000. This can be in form of cash deposit or the
value of the shares you buy. Brokerage will be charged based on the account type. For intraday trading
brokerage is .06% both sides for less then 25 lakhs and .023% for more then 25 crores.

4. Kotak Privilege Circle

Kotak Privilege Circle is the premium investment account offed by Kotak Securities. Along with Kotak
Gateway account benefits Kotak provides independent market expertise and support through a
dedicated relationship manager and a dedicated customer service desk which provides assistance in
opening accounts, handling day-to-day problems, and more. They provides KEAT premium which is an
exclusive online tool that lets you monitor what is happening in the market and view your gains and
losses in real-time.

One can activate Kotak Privilege Circle account with any amount more than Rs. 10,00,000 as margin, by
way of cash or stock. For intraday trading brokerage is .06% both sides for less then 25 lakhs and .03%
for more then 25 crores.

Other then above 4 accounts, Kotak Securities also provide following accounts:

1. Kotak Freedom for Mutual Fund Investments.

2. Kotak Super Saver, a Flat Brokerage and a Low Margin account.

3. PMS (Portfolio Management Service), an account for people who need an expert to help
to manage their investments.

4. NRI Account, a online trading an investment account for NRI investors.

Brokerage and Account opening fees:

Brokerage:

1. Account Opening Charges - Nil

2. Delivery Brokerage Charges - 0.30%

3. Intraday Brokerage Charges - 0.03%

4. Demat Maintenance Fee - Rs 30/- per month (Rs 360 per annum)

Check current brokerage rate offered by Kotak

at:http://www.kotaksecurities.com/supertrader/lowbrokerage/lowbrokerage.html

How to open account with Kotak Securities Limited?

There are 3 simple ways to open an account with Kotak.

 Call at one of the below number and ask to open an account with them.
Toll Free No.: 1800-222-299, 1800-209-9191

 Visit one of their nearest branches. Visit Kotak Branch Locator at:
http://www.kotaksecurities.com/contactus/contactus.html. Select the city name and click on
‘Submit’ button to find the branch closest to you.

 Fill Online Account Application Form.

http://www.kotaksecurities.com/account/openandacc/account/index.html

Document required to open Kotak Securities Trading Account

Individual Investors require following documents to open an account with Kotak:

1. Photograph

2. Proof of Address (Passport, Driver's License, Ration Card, Voter's Identity card, Telephone bill,
and Electricity bill, Bank Passbook / Bank Statement or Rent Agreement)

3. Proof of Identity (Passport, PAN Card, Voter's Identity Card, Driver's License or MAPIN UID Card)

4. Signature Verification

Advantages of Kotak Securities Online Trading

1. Through its web portal company provides a single platform for investments in equities, Mutual
Funds and currency derivatives. Available margin can be used for any of the three segments.

2. Saxo's global trading platform provided by the company allows direct access to equities, ETF's
and REITS spanning 24 stock exchanges across the USA, Europe, Asia and Australia.
 3. In late 2008 company launched an interesting ‘Smart Order’ feature to its online trading portal.
While placing an order to buy or sell stocks at BSE and NSE, customer can choose this option.
Once selected, this option offers customers the best available price between BSE and NSE. This
option is available to all the customers of the company.

4. Kotak also provides a Call & Trade facility to its customers wherein they can place and track their
orders through phone when they are away from home.

5. Kotak Securities provide daily SMS alerts, market pointers, periodical research reports, stock
recommendations etc.

6. Kotak provides exclusive online tool to monitor what is happening in the market and also
investor can view gains/losses in real-time.

7. Customer support chat helps customers to resolve issues faster.

8. Kotak securities have Citibank, HDFC Bank, UTI Bank and Kotak Mahindra Bank as designated
banks for its trading account. Investors holding account with these banks can easily integrate
the brokerage account with Kotak.

Disadvantages of Kotak Securities Online Trading

1. Slow website response time.

2. Demo of the online trading portal is not available.