What should an Investor do?
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What should an Investor do?. An investor can use this as a “Check List” before beginning to trade on Stock Open a Trading Account with a Stock Broker Open a Demat Account with a Depository Participant Fill in and Sign the KYC Document, with utmost Care Read the Risk Document carefully

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What should an Investor do?

  • An investor can use this as a “Check List” before beginning to trade on Stock

  • Open a Trading Account with a Stock Broker

  • Open a Demat Account with a Depository Participant

  • Fill in and Sign the KYC Document, with utmost Care

  • Read the Risk Document carefully

  • Complete any / all other Account Opening formalities

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What should an Investor do?

  • An investor should ask, seek clarifications and understand the following from the Stock Broker and Depository Participant

  • What are the Charges applicable to him / her?

  • How are the Charges calculated?

  • What are the Risks associated with the Trading?

  • What are the Margin Amounts payable and when are they payable?

  • Read and be clear on the terms of the POA, if entered into

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What should an Investor do?

  • An investor should seek information before investing

  • Are there any Research Reports originating from the Share Broker?

  • What is the Success Rate of Research Recommendation?

  • Is there any privilege, such as, Enhanced Exposure Limit offered by the Share Broker?

  • Is there any funding facilities for Share Trading offered by the Share Broker?

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What should an Investor do?

  • Using all the above available tools and information,

  • Pick the Stocks

  • Decide the Quantity

  • To Match his / her Risk and Affordability

  • For the Period, he / she can sustain

  • Issue the Cheque to the Stock Broker

  • Ask the Dealer to punch the Order

  • Verify the Contract Note and the Statement of Account, if everything is proper

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Thank you

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