Our Process Flow


Welcome to IDEAL STOCK INVESTMENT ADVISOR PROCESS FLOW. Here we are discussing for the enrollment process to get new service subscription.Hence all clients need to follow this eight steps to get new successfull subscription as per the regulatory notification(SEBI/HO/IMD/DF1/CIR/P/2020/182) received on 23rd september 2020.

Following 8 Simple Steps

*Note: Kindly make sure that you have an active DMAT/Trading account in a registered broking firm to follow first step.

Step 1:- "RPM"

Here we will analyse the risk capacity and willingness to take risk by 15 questions.You need to follow your Instincts and answer the questions by selecting only one response. Each selected answer has a Score. The total score would suggest the appropriate risk profile for you.

Step 2:- "KYC"

Here you need to fill your personal details: Name Pan No. Address etc, with that you need to upload your passport size photo and then register your mobile number by OTP verification.All fields are mandatory.

Step 3:- "Suitability Assessment-Service Selection"

Here you will get your RISK SCORE and RISK CATEGORY both have been generated on the basis of selected answers of RPM 15 Questionnaire. To Understand about RISK SCORE and RISK CATEGORY you need to go through it's Classifications as Bellow:


RISK CLASSIFICATIONS SCORE
CONSERVATIVE RISK 210-300
MODERATE RISK 301-450
HIGH RISK 451-590

Clients with below 210 SCORE,long term Investment goal and capital appreciation as investment objectives are not accepted. Now, Your Risk Score will be fall into any one of above three Risk Category then According to your Risk Category our system will appear you some services, you need to read all service details and select one according to your interest. All Appeared Services are suitable fit as per your Risk SCORE and Risk CATEGORY.
You May Check our SERVICE CLASSIFICATIONS by clicking here:


SERVICE CLASSIFICATIONS
CONSERVATIVE RISK Daily Opulent Trade Pretentious PE-CE Rising MCX Pro.
MODERATE RISK The Bunny Midcap The Turtle Trade Ideal Penta Five Pack.
HIGH RISK Mega Derivatives Pivotal Flow/Move Ideal Strategies.

Step 4:- "Read Service Agreement"

Here you will see The Service Agreement click on that to expand : you need to read properly and give your consent by clicking on I Agree or I Accept, If you disagree with any single point of agreement you may Stop the process in any step. "We Values Your Susceptibility".
After that you may uplaod you original signature and click to SUBMIT for next Step

Step 5:- "Download Agreement and Portal Login"

Here, You need to do three things.
Download the PDF file (This is PDF format of our 1st Step to 5th Step of New Service Enrollment Process)
Take a print of PDF file Named "Ideal Stock Service Agreement" and Sign with blue pen on each 8 Pages and Scan the same.
You need to click on given Services Portal link and fill the Login ID and Password which you have already received on your mobile number through text message.

Step 6:- "Upload Signed Agreement to Verify"

Here, You will see the option to upload the SCANNED copy of Ideal Services Agreement, After successfully uploaded you will see a messages on screen. that your Services Agreement has bent sent for verification by Chief Investment Advisor, Once or If verified we will notify you through message on your mob. no.
After Approval you will get notification for next Step of Making Service Charges.

Step 7:- "Go For Payment"

Here, You will see the different bank details and UPI details for making payment of services chargers.
we are accepting only Net Banking Transfer,UPI Transfer, Cheque, DD and NEFT/RTGS. Cash Deposit not allowed.
After Making Payment you need to fill details of the same and click on submit.
Once your payment will receive we will notify you through Message.

Step 8:- "Welcome to Ideal Stock Service Portal"

This is a Service Portal specially designed for Client level segregation and Arm's length Relationship.
Here you will receive all research support, services, recommendation, Alert notification, Recorded chat room, FAQ's, Market Updates, Market Prices, Price flow charts, You can track all rendered services from your enrollment date to end date, Calculator, Feedback, Dispute Rise, Rate to Services ETC
you can also see your details by clicking on My Account -RPM, KYC,Risk Score, Risk Capacity, Agreement.

Thanks for Choosing Ideal Stock Investment Advisor.
"WE RESPOND AFTER RESEARCH"

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