PARTNER WITH KARVY Karvy's best nancial services o er the right advantage - Karvy Online
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PARTNER WITH KARVY Karvy’s best financial services offer the right advantage.
INTRODUCTION
Intermediation Opportunity in the Equity Broking space
Get ready to join 15,000 Cr. plus Equity Broking industry. get 0.1 percentage of the brokerage kitty, it would be ` 65
Our current franchisee network has 1100 plus successful Cr.. We shall not be surprised if the above growth
(Authorized Persons) and 481 plus own retail outlets. We estimates are surpassed. The Equity Broking business will
are looking forward to appointing more than 1000 be big business.
e-franchisees (AP) and 1000 Brick & Mortar franchisees
(AP) to position ourselves as number one Broking house in Low CAPEX– Highly scalable proven
the space of intermediary. Business Model
Start your own “ETAIL” Business now
Now the big picture - 6 years down the line, the annual
e-Franchisee
brokerage is estimated to be ` 65,000 Cr.. There is a huge
growth expected in mutual fund distribution commissions Start your own “RETAIL” Business now
and insurance distribution commission as well. Even if you Brick & Mortar Franchisee
Franchisee Fact
Reserve your Area for Franchising Today
Sector: FINANCIAL INTERMEDIATION
Investment - ` 50k to ` 5Lcs BEP - 50 Active clients ROI - To the potential of owner
Area - 0 sft. to 1000 sft.
“ Never Depend on Single Income.
Make Investment to Create a Second Source”
–W
01
ABOUT US
For over 30 years, Karvy has been a leader in the financial
services space. Ranked among the top five in the country across
all its business segments, Karvy serves over 60 million investors in
various capacities and provides investor services to over 400
corporate services. Come, Partner with us and get linked to
opportunities worth a Fortune.
Depository Services &
ISO 90002 Award
Corporate
Financial Services
Mutual Fund Services
Financial Products
Distribution
Stock Broking
Services
Corporate
Registry Services
Karvy
Consultants
Ltd.
Inception
02
Enabled
www.karvy.com services
Personal Finance
Advisory Services
OUR JOURNEY
Debt Market Services
Karvy Global Services, JV with Australian
Computer Share & Karvy Com trade
Karvy Insurance
Broking Pvt. Ltd.
Karvy Realty Services Ltd.,
Karvy Fortune
Karvy Private Wealth
KDMSL KFSL & Karvy
Forex & Currencies Pvt. Ltd.
03
Karvy Insights
Karvy Analytics
BUSINESS OVERVIEW
1200+ Business /
PMS
Associates
Forex &
Currencies
Insurance
Repository & 70+million
Investment Security Mutual investor accounts
7
Back Office
Banking Broking Fund
Services Registry under service
KYC
Registration
Agency (KRA)
Telecom
Back Office
Commodity
Broking 24 4,00,000
Transactions / day
Services
Depository Securities
Financial
Products
365
Participant Registry
Distribution
e-goven
Banking
nance
Back Office 2,00,000 sft.
Currency
Services
Derivatives
for processing at H.O.
Wholesale &
Retail Debt
Wealth
Market Broking PMS & Asset Handled over
Management
Realty Management
10 Billion transactions
Broking
since inception
PRODUCTS & SERVICES
Equity Broking Currency Derivatives Broking IPO: Mutual Fund, Corporate
Commodities Broking FD & Bonds
TIN/PAN: Facilitation Centre
04
03
EQUITY BROKING
At Karvy, we help you construct a portfolio factoring in Advisory Services
your risk and your future needs, so that Expert Advisory Services: We deliver advisory services to a
your investments achieve an optimal balance between risk cross-section of customers and are backed by a large
and returns. team of 800+ multi-lingual professionals with a varied
Experience: We are one of the largest and oldest equity experience and background in handling investment
broking houses in India with over 20 years of experience in portfolios. They are continually engaged in designing the
the stock broking industry and distributors of varied right investment portfolio for each customer according to
products such as MF, IPO & NCD. individual needs and budget considerations. Our
comprehensive support system focuses on trading
Wide Range of Products: Share trading in both NSE and customer’s portfolios and provide valuable inputs... by
BSE r, Basket Order, monitoring and managing the portfolio through varied
Bracket Order, Smart order routing, Market order, Limit technological initiatives. This is made possible by the
order, After market order (AMO), Buy Today Sell expertise we have gained in the business over the years.
Tomorrow (BTST). Derivatives trading, Currency trading,
Mutual funds, IPOs & NCD. Flexible Trading Platforms
Quality Research Team: Having one of the best research Robust Technology Platform: We provide one of the
desks in the industry, we regularly assist you in taking easiest and most user-friendly online trading platforms in
informed investment decisions. We provide various industry. www.karvyonline.com is our improved platform
Fundamental, Technical, Derivatives and Intraday reports. with never seen before features. This also clients the
05
of trading in equities, derivatives, currencies, Timely communication: Daily Communication of
commodities, bonds, NCD’s, IPO’s, and mutual funds – research reports and Timely transition updates through
all under one roof. SMS/Emails.
Ease of fund transferability: Our simple, safe and Investor Awareness Programs (IAP): Karvy regularly
secure payment gateway gets you instant limits on the conducts IAP programs in locations which allows
amount transferred. With tie-ups with over 26 banks, it is investors to directly interact with market experts from
very convenient and hassle free as well. sectors to know more about various investment
Portfolio Tracker: Our smart tracking tool enables you to options available in stock market.
conveniently track your investment portfolio. It helps you Karvy Mobile Application: Karvy Stock Broking Limited
examine your investments 24x7 and makes information (a leading business in the Financial Industry, especially
easy-to-understand and faster to act upon. Equity Markets) is out with its Mobile App. Here’s what you
can do with it:
Customer Support Desk Stay updated with market dynamics
Online Support Desk (OSD): Our dedicated OSD Team Real time access to stock market news, currencies,
helps clients to know more about enhanced online trading commodities, quotes of NSE & BSE in an instant
platform and resolve trading related queries through our
toll free no.1800-419-8283 option 8. Trade on the go!
06
COMMODITY BROKING
Karvy Comtrade Limited (KCTL) is India’s leading commodities brokerage house. We have membership of Multi
Commodity Exchange of India (MCX), National Commodity and Derivatives Exchange (NCDEX), National Multi-
Commodity Exchange of India (NMCE), National Spot Exchange (NSEL), NCDEX Spot Exchange (NSPOT), Ace
Commodity Exchange (ACE) and Indian Commodity Exchange (ICEX).
Trading through KCTL individual investors. Privileged customers also get
Solid Research: Daily Fundamental and Technical exclusive & customized advice.
Research Reports on highly traded commodities Network: We offer a wide reach through our
One Stop Shop: Karvy provides end-to-end advice network of around 900 offices located across 400
for all the commodities to all Karvy prestigious cities in India
Personalized Service: Service through dedicated
relationship managers.
CURRENCY DERIVATIVES BROKING
Currency Derivatives has also emerged as an important choice of trading in different asset class of Currencies, we
and interesting new asset class for investors. Currency offer you the opportunity to diversify your portfolio.
options would provide an opportunity to take a view on Advantages of Currency Derivatives:
exchange rate and fulfill both investment and hedging
objectives. Trading Hour of 09:00 am to 05:00 pm provides
more trading opportunities.
Karvy online offers you a simple and convenient way to
trade and hedge your currency risk in four pair of No counterparty default risk due to settlement
Currencies - US Dollars (USD), Euro (EUR), Great Britain guarantee by clearing house
Pound (GBT) and Japanese Yen (JPY). By offering you the Low Taxation
Daily cash settlement in INR via MTM
07
PORTFOLIO MANAGEMENT SERVICES Investment Philosophy
Types of
Portfolio Management
Superior Services offered
Compounding
EQUITY LARGECAP PMS
EQUITY MIDCAP PMS
HIGH YIELD DEBT PMS
PMS is the service under which Portfolio of the client is maintained by the Company.
08
IPO (INITIAL PUBLIC OFFERING)
Initial Public Offering (IPO) is a company's fresh issue
of securities/shares to the public.
IPO’s at KSBL
Karvy facilitates IPO applications for all it’s clients. All one needs to do is fill up a physical
form at any of our branches. We also offer loans for IPOs & FPOs applications. With this
product, investor can apply for IPOs by investing only margin amount.
09MUTUAL FUND
A mutual fund is a professionally managed
type of collective investment scheme that pools
money from many investors and invests it in
stocks, bonds, short-term money market
instruments, and/or other securities.
Advantages of Mutual Funds:
Diversification Convenience
Professional Management Low cost
Regulatory oversight Choice of schemes
Liquidity Tax benefits and
many more
Systematic Investment Plan
What is SIP?
Just as drops of water make an ocean, small but regular Average out on market fluctuations (no need to time
investments can go a long way in building wealth over the market).
time. This way you grow step by step. It's always prudent to Get investment discipline, helping you invest for and
invest with a long term horizon in mind. Small but regular reach your future goals.
investments go a long way in creating wealth over time.
Invest disposable funds – that might otherwise lie in
An SIP helps you reach your financial goals by investing a Savings accounts, earning low interest and letting
fixed sum monthly / quarterly, in your chosen fund, for a inflation eat into them.
predetermined number of periods. So that you:
10Express Account Karvy Stock Broking
15 minutes to a world of quick-invest! Steps involved in e-KYC:
Benefits: Fill up online application form
Hassle-free online trading Submit PAN and Aadhar details
Wide range of investment options Passport size photograph
High quality research reports and analyses Signed personal cheque
Expert Advice on investments In-person verification
Digital signature
11TIN/PAN FACILITATION CENTRE
Karvy is providing TIN/PAN facilitation centre across the Processing of new TAN and TAN change request
country. applications
Acceptance of AIR (annual information return)
TIN Facilitation Services Registration by a PAN holder for viewing its annual
Acceptance of electronic and physical TDS/TCS tax statement (Form 26AS)
Returns Quarterly Statement Status - Deductors can access
Processing of new PAN and PAN change request details of their statements including financial details
applications through the TIN-FC who has uploaded their
statements.
12467 Branches and 1200+ Business
Associates (Franchisees) as on March 2018
9
25
6
36
20
73 Covering 600 Cities
Bahrain, Malaysia & New York
86 3
59
53
9
2
13
15OUR CORPORATE CLIENTELE
Public Sector Clients
Banks
Note: The Karvy group services in one capacity or the other, over 370 listed and 400 unlisted corporates.
These corporates constitute 57% by way of market cap
17KARVY FORTUNE - PARTNER AND PROSPER Dedicated Franchise Vertical of Karvy Stock Broking Ltd.
Post Association
Business Commencement Support
Strong
Franchisee
Relationship
1 Regular visits by BDM 3 5 Franchisee Advisory/Dealing Desk
Management 2 Joint client calls 4 Fortnightly sub brokerage pay- out
1 Exposures in tune with market volatility- Maximize your trade Robust
2 Process driven system Risk Management
Additional 1 TIN FC
PAN
2 Distribution
Mutual Funds
Bonds
Product TAN
IPO
e-TDS
PM S
1 Internal Audit visits 2 Complete cooperation Strict
Compliance
3 Welcome e-mail: All credentials of Business Associate Adherence
4 Welcome Kit / Compliance Kit: Business startup documents & stationary
5 Training and Development: Skill & Business development programme
18
19POST ASSOCIATION BUSINESS COMMENCEMENT SUPPORT
Welcome e-mail Below mentioned is the e-mail format
Once you become an Associate of Karvy family you will Mr./Ms. Business Associate
receive the below mentioned credentials:
a) Soft copies of Rubber Stamp (to be used at the time of BRANCH CODE
account opening form (KYC)
b) Power Point P Front TRADER ID
SB ID
c) All credentials related to Business Associate back
BACK OFFICE ID
As a gesture and new prospect of Karvy family, you URL http://kf.karvy.com/
will receive below mentioned welcome/ compliance
PASSWORD
Welcome Kit
Flex Sheet 8*4
Karvy Calendar
Stationery Kit
Karvy Product Catalogue
I-Zone Application form
Karvy Key chain Compliance Kit
Visiting Card Holder Complaint Register
Pen Set Attendance Register
Self-Adhesive Address Sticker K
19TRAINING AND DEVELOPMENT
Importance of Training and
Development
Advance skill and knowledge to improve
• Business
• P
• Integrate new technologies into works
• Establish standards for work practices
This training is awarded to BA to
empower them with company policies
and methodology.
We conduct Training on KYC (a/c
opening), RMS policies and all softwares.
This activity results in customer delight.
20
21KNOWLEDGE AND RESEARCH RESOURCES
Constitution Other Research Activities Operational Verticals
Experienced and Company Research Research on multiple verticals as well as
comprehensive Reports give an in report generation for adhoc research
research team in depth analysis of the requirements
Mumbai and Movers & Shakers of
Generation and Distribution of up to
Hyderabad the Corporate World
date and dynamic Research Calls for our
25+ member strong Performance customers and affiliates in various
research team for monitoring of market segments (Cash and Futures /
Equities various Mutual Fund Options)
Schemes and other
Exclusive research Calls issued on multiple verticals - Intra
third party financial
team for Day Recommendations, Positional Calls
products
Commodities and hedge /arbitrage strategies
Futures
21REPORTS & PUBLICATIONS
Equity Personal finance
Daily Others Karvy - The Finapolis
monthly
Morning Moves Karvy
Fundamental Pick MF NFO reports
Daily Wrap-up
NCD Updates MF ongoing reports
CM and F&O call Evaluation
Corporate Events & MF & Insurance
Weekly announcements Advisory guide
Weekly Snippets IPO report Karvy Bazaar Baatein –
A Weekly Investment
Monthly Economic Reports
News Letter
ValueMax
22
23CALL N TRADE - WE’RE HERE TO ASIST YOU
Ace of trading with karvy
Franchise Dealing Desk
Sub Broker/AP have to/will call from authenti-
cated/registered mobile number to place orders at
Dealing Desk.
Just reach us at our Call-N-Trade number (Toll free)
1800 419 8283 - option 8
Central Dealing Desk
It provides tailor-made services that equity
investment solutions to corporates. It performs in-depth
market analysis and provides customized solutions. A
team of highly skilled analysts and experienced Equity
Advisors are part of the desk which a combination of
advisory and research support.
23AP REGISTRATION - CHECKLIST
Individual / Sole-proprietor Partnership Firm & LLP Private Limited
Pan Card of the applicant Pan Card (Firm and all partners) Pan Card
(Company and all directors)
Education proof (min 10th) Education proofs of all partners
(min 10th) Education proofs of all directors
Residential address proof (min 10th)
Residential address proof all
partners Residential address proofs of all
directors
Contact details proof
(if required)
Partnership deed and R.O.F Company / COI
Contact details (Email id,
Contact details (Email id, Mobile Contact details
Mobile no. & Landline)
no.s & Landline) (Email id, Mobile no.s & Landline)
Regd. Fee of ` 7,500/- Regd. Fee of ` 7,500/-
for NSECM, BSECM, M.O.A & A.O.A and COI
for NSECM, BSECM, NSEF&O.
NSEF&O.
Form 32
(if director appointed / cessation)
Form 18 (if address change of
Regd. Fee of ` 7,500/-
or NSECM, BSECM, NSEF&O.
25 24TESTIMONIALS
Ultimate Wealth Managers Private Limited Bangalore, Karnataka
The very word ‘KARVY’ is quite prominent and renowned amid the competition thanks to its age-old presence.
When we set to meet 10 investors in any forum across the board, invariably 30 – 35% recognizes ‘Karvy’ as
one of the leading Broking firms. It speaks in volume of its presence and services.
Finpoint Financial Consultants Private Limited Pune, Maharashtra
It’s our privilege that our company is associated with KARVY. As the all
Samridhi Consultants
Indian investor becoming techno savvy and Karvy has taken right step
Bahraich, Uttar Pradesh
toward technology being as mobile app, web base, online pay-in pay-out.
The decision to become a Karvy We’re happy to grow with Karvy.
Fortune Partner has been a
brilliant move. Our clients love
the fact that they are associated
with us “ Samridhi Consultants “
and viz-a-viz we are associated
with Brand “Karvy Fortune”. I
would definitely recommend my Pelican Holdings Pvt. Ltd. Chennai, Tamil Nadu
relatives/ business prospects We have been sub-brokers with Karvy since 2003 that in itself
about this Brand to partner with tells the story about Karvy's service & value for relationships.
Karvy Fortune. Karvy with CP's vision has excelled at processes & people. Karvy
invests and keeps updating to the best features on the trading
terminal and back office, which enhance ease of process.
25Vayakodan Narayanan Kanhangad, Kerla
Karvy provides great support and good service for
our customer. The mobile applications service is
very helpful. I will recommend Karvy Fortune to all
my friends and family members. Govind Das Mandhana Hyderabad, Telangana
I am very glad to use the excellent service headed
by good management & team. Karvy Fortune has
made me grow financially with easy to open &
activate trading accounts.
Infin Solutions Private Ltd. Srinagar, Jammu & Kashmir
Karvy has helped my business grow with the personalized and customized solutions combined
with a professional touch. Continuous up - gradation of systems and processes according the
market requirements is what made it all the more smooth.
Rajdip Dey Berhampore, West Bengal
“It is a relationship which extends more than 14 Years with you. It is like a
hearty bond with you. The key stone on which our relationship with you
thrives is trustworthiness. Our business involves lots of public interest. The
delivery mechanism that KARVY always thrive on evokes lots of attachment
with general customers.”
27 26Karvy Stock Broking Ltd.
Reg.Office: 46, Avenue 4, Road No.1, Banjara Hills, Hyderabad-500034
Tel: +91-40-23312454; Fax:+91-40-23311968;
Investor Grievance Cell Email:igksblsb@karvy.com
Toll Free: 1800 425 8282 option 4 | E-Mail: fortune@karvy.com
Member: NSE (Cash): SEBI Regn. No.: INB230770138 /NSE(F&O) SEBI Regn. No.: INF230770138 / NSE Trading
Member ID: 7701 BSE(Cash) SEBI Regn No.: INB010770130 / BSE (F&O) SEBI Regn No.: INF010770131You can also read
