Services
Mutual fund distribution and stock broker Authorized Person services
This page describes two distinct capacities. Mutual fund distribution covers registered schemes, and the Authorized Person role supports equity and derivative trading through a recognized stock broker. Neither carries a guaranteed outcome.
Investment risks apply to every scheme and trade. Review the scope of each service before you decide to proceed.
Distribution
Mutual fund distribution
We distribute units of registered asset management schemes. Each scheme is presented with its published objective, and returns are never promised. Applications, documentation, and follow-up are handled through a defined process.
Distribution scope is limited to the schemes and documents supplied for each client.
Trade instructions are confirmed by the client before they are passed on.
Stock broking
Authorized Person of a stock broker
In the Authorized Person capacity, we facilitate equity and derivative trading through a recognized stock broker. The broker executes and settles trades under its own registration.
Scope and limits
How each service is bounded
Account setup
Accounts are opened only after identity and required documents are verified.
Execution paths
Trades follow the recognized broker's execution route and the mandate limits agreed in writing.
Reporting transparency
Statements show the instructions received and confirmed, without projected performance.