Open Trust Account
Professional management for all your funds!
Your
investments
in safe hands
Easily manage all funds of your trust with our Trust account. We offer a 360 degree solution for all fund management and investment requirements of a trust. We facilitate dedicated support along with powerful research, technology and a range of products to help you seamlessly invest funds and avail easy liquidity.
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Get a call to know more about Trust Account
Features
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Easy access to several financial products
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Dedicated Financial Advisor
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Research Recommendations
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Build balanced portfolio
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Easy dematerialisation and stock transfer
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Transparent process and brokerage charges
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Commodity Trading options
Criteria for
opening
Trust Account
Maintain initial margin amount of
Rs. 10 Lakh and above
Requisites for Trust Account
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Pan Card Copy of the Company and all the Authorised Signatories
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Address Proof Copy of the Company and all the Authorised Signatories
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Copy of the balance sheets for the last 2 financial years (to be submitted every year)
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Certificate of Registration
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Copy of Trust deed
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List of trustees certified by managing trustees/CA
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Photograph, POI, POA, PAN of Trustees
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Proof of ID for Grantor/Settlor Proof of Address for Grantor/Settlor (Required ONLY if US Trust – Revocable)
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Authorised signatories list with specimen signatures
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FATCA declaration.
Pricing
| Particulars | Rate/Amount |
|---|---|
| AMC (Annual Maintenance Charge) | Rs. 1000 |
| Brokerage on Delivery | 0.50% |
| Brokerage on Intraday | 0.05% |
| Handling charges | 0 |
| Initial margin | Rs. 10 Lakh |
