Equity services

Welcome to our comprehensive investment support ecosystem—designed to simplify your trading, enhance your portfolio, and guide you toward disciplined wealth creation.
Whether you’re a new investor or a seasoned market participant, we offer end-to-end services through trusted partners and SEBI-registered advisors.

Equity-services-kerala

A. Demat & Trading Account Services

Open and manage your Demat and Trading Accounts effortlessly through our partnered brokers.
We offer complete assistance to ensure a smooth, stress-free experience from onboarding to ongoing trading.

✔ Account Opening & KYC Support

Step-by-step assistance for completing account opening formalities

Guidance for uploading and verifying KYC documents

Real-time help in resolving any verification issues

Quick account activation for immediate market access

✔ Trade Execution Assistance

Support for placing buy/sell orders efficiently

Explanation of order types (Market, Limit, GTT, SIP in Stocks, etc.)

Help in utilising platform features for better execution

Ensuring your orders are placed accurately and on time

✔ Portfolio Tracking Support

Assistance in navigating your portfolio dashboard

Tracking your investment performance and allocation

Regular updates and helpful insights

Portfolio hygiene checks for long-term financial discipline

Our aim is to simplify your investing journey with complete handholding and seamless support.

B. Trading Platforms

We provide access to modern, secure, and user-friendly digital platforms that make trading more intuitive and efficient.

💻 Web-Based Trading Platform

Accessible from any desktop or laptop

Advanced charting tools and technical indicators

Real-time market depth and live price updates

Smooth and fast order placement system

📱 Mobile Trading App

Trade from anywhere with an intuitive mobile interface

Instant order placement with real-time data

Price alerts, notifications, and portfolio tracking

Secure login with a streamlined user experience

Both platforms are engineered for speed, stability, and convenience—ensuring you never miss an investment opportunity.

C. Equity Advisory Services

Powered by Aditya Birla Money Limited (SEBI Registered Advisory)

Invest with confidence through our structured, research-backed equity advisory services.
Our advisory ensures disciplined, data-driven decision-making tailored to your financial goals.

✔ Equity Recommendations

Carefully researched stock ideas

Short, medium, and long-term investment opportunities

Entry price, stop-loss, and target-based guidance

✔ Model Portfolios

Pre-built portfolios customised by risk profile

Designed for conservative, balanced, and aggressive investors

Periodic reviews and rebalancing for optimum performance

✔ Sectoral Outlook & Market Insights

Regular analysis of key sectors and economic trends

Understanding how macro factors affect market performance

Expert viewpoints to support your investment strategy

✔ In-Depth Research & Reports

Fundamental and technical stock analysis

Quarterly results review and company assessments

Market commentary, newsletters, and expert-led insights

Our advisory empowers you with clarity, discipline, and confidence in your equity investment journey.

Scroll to Top