SMC is democratising the wealth management services by bringing them to your doorstep. With the portfolio restructuring tool 'Portfolio Health Check-Up, it will recommend you a customised model equity portfolio to help you meet your financial goals based upon your risk-return profile.
Free of charge portfolio check-up and restructuring with anytime, anywhere portfolio access.
Free of charge portfolio check-up and restructuring with anytime, anywhere portfolio access.
It just takes you 2 minutes to get the health of your portfolio checked by following few easy and simple steps.
And the best part is that it’s completely FREE and you don’t have to pay anything to get this analysis done.
Based upon your risk-return profile, we recommend you a model portfolio by identifying stocks & mutual fund schemes where your portfolio is over-weight or under-weight and needs corrective action.
NSDL CAS is a single account statement consisting of transactions and holdings in investor's demat account(s) held with NSDL and CDSL as well as in units of Mutual Funds held in Statement of Account (SOA) form. The statement enables investors to have a consolidated view of his/her financial assets and provide an insight of his/her portfolio across various asset classes. NSDL CAS provides enrich investor experience of managing his/her portfolio effectively and benefit him/her in many other ways viz. better decision making, simplified monitoring, rich analysis of portfolio etc.
As per SEBI guidelines, if there is any transaction in any of the demat accounts of an investor or in any of his/her mutual fund folios, then CAS will be sent to the investor in the next month in respect of transactions executed in previous month along with the holdings. Hence, if investor has done transaction(s) in every month, then he/she will get CAS every month. However, in case there is no transaction in any of the mutual funds folios and demat accounts in any month of the year, then CAS with holding details will be sent to the investor on half yearly basis viz., CAS will be sent with holdings as on March and September end in the next month viz., April and October respectively. For more information, you can visit https://nsdlcas.nsdl.com/#faqSection
At SMC, we believe in growing with its business partners/associates and creating valuable relationships. It's about co-ownership of the business. It's about having the passion to go that extra mile. And it's about feeling a part of the family.
Unique Clients
Employees
Cities in India & Abroad
Sub Brokers & Authorised Persons
Independent Distributor
Crores
Trading and Investment into Shares (Cash, FnO), Commodity & Currency across all the major exchanges in India & DGCX in Dubai.
SEBI Registered Portfolio Manager Providing Client Specific Portfolio & Wealth Management Services and Corporate Advisory.
Providing Distribution Services in IPOs, Mutual Funds, Capital Gain Bonds, GOI Bonds and Corporate Fixed Deposits.
Providing Loans to Corporates, HNIs & Retail clients under Loan against Securities, Loan against Property, Medical Equipment Financing, SME/Business Loan & Personal Loans.
Real Estate Solutions to Home Seekers, Investors & Corporates across the country.
Providing Services for Private Equity, M&A, Corporate Advisory, Debt Syndication, FSSB, IPO, FPO & Rights Issue.
Providing both Life & Non-Life Insurance Solutions for Life, Health, Term, Car, Home, etc.
Invest in World’s most popular brands across 36 of the leading global stock exchanges directly, putting over 18,000 global Stocks at your fingertips.
Providing Trading facility (in Equity & Derivatives) and Investments in IPOs & Mutual Funds to NRIs & FPIs.
Depository Services in both Equities & Commodities.
Independent and Professional Mortgage Advice to Loan Seekers.
One stop treasury solution to manage FX risk.
