Ideal Expertise

TAKE RIGHT STEPS TO WISE INVESTMENTS

Package Charges

18% Goods & Services Tax Excluded

Compliance FAQ

MOST COMMON QUESTIONS

The clients availing the advisory services shall comply with the following requirements:
  • KRA and CKYC verification
  • Risk Profiling
  • Transaction Proof
We require the images of following documents for opening your advisory account with us:
  • PAN card
  • Transaction Proof

Note: If you are not a KRA & CKYC verified customer, then a copy of documents needs to be given. The original KYC documents will be verified during in-person verification. KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary, you need not undergo the same process again when you approach another intermediary. In case your KYC is not registered, we will help you to register it.

It is a set of 10 questionnaires to derive the risk tolerance. Risk Profiling Form, required to be filled by the client.
  • Daily Opulent
  • Optimum PE/CE
  • Rising MCX Pro
  • Bunny Midcap
  • The Turtle Trade
  • Ideal Penta Five
  • Mega Derivative
  • Pivotal Flow
  • Ideal Strategies
  • Package Charges
  • Rs. 00000
  • Goods & Services Tax (18%)
  • Rs. 0000
  • Payable Amount
  • Rs. 00000

ASK AN EXPERT

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