Services

We audit your existing holdings in depth and suggest data-driven rebalancing to cut underperformers and improve portfolio efficiency.

We map your SIPs and lumpsum investments to specific life milestones, such as retirement or a child’s education, so every rupee has a purpose.

We identify efficient tax-saving mutual funds under Section 80C, helping you grow wealth while legally reducing your annual tax.

We curate large-cap, mid-cap and liquid funds, matching the right asset class to your risk profile and time horizon.

We bridge your old paper certificates and a modern demat account, managing the entire NSDL / CDSL conversion for you.

End-to-end documentation support to resolve clerical errors on old certificates, so your ownership is verified and accepted by the RTA.

We handle the legal paperwork to claim forgotten shares and dividends from the IEPF, or to transmit shares from a deceased family member.

We merge scattered physical folios across companies into a single demat view that is easy to track.

Angel One plan for investors who place larger delivery orders.

• Equity delivery: ₹300 or 0.3%, whichever is lower, per executed order (minimum ₹5)
• Intraday: ₹30 or 0.1%, whichever is lower, per executed order (minimum ₹5)
• Futures, options, commodity, currency: ₹30 per executed order

Angel One plan with low flat charges for active traders.

• Equity delivery: ₹20 or 0.1%, whichever is lower, per executed order (minimum ₹5)
• Intraday: ₹20 or 0.1%, whichever is lower, per executed order
• Futures, options, commodity, currency: ₹20 per executed order

Customised brokerage for equity delivery, intraday, F&O, currency and commodity orders.

Entry into the pre-IPO market, so you can own shares of high-growth companies before they list on an exchange.

We help you buy and sell closely held shares or ESOPs, giving you an entry or exit in an otherwise restricted private market.

We manage the escrow and transfer process so funds are secure and shares are credited to your demat account without delay.

Valuation reports and risk assessments on unlisted companies, so you can invest with clarity.

We compare hundreds of plans to find the right floater or individual cover, including critical illness protection and smooth claim settlement.

High-cover, low-premium term plans that keep your family’s lifestyle secure in your absence.

Cover for cars, bikes and commercial vehicles at competitive premiums, with quick policy issuance and claim support against accidents, theft and third-party liability.

From high-end vehicles to professional indemnity for directors, we protect your physical and professional assets from unforeseen liabilities.

Group health and keyman policies that protect a business’s most valuable asset, its people, and support business continuity.

High-yield FD options from stable AAA / AA+ rated institutions, a sound alternative to traditional bank deposits.

We identify secure non-convertible debentures that offer higher interest rates and a predictable income stream for surplus capital.

A digital way to own gold that pays 2.5% annual interest while tracking the market price of gold, backed by the Government of India.

Physical share dematerialisation, ISIN creation, RTA appointment and corporate demat opening for private limited companies, LLPs, firms and trusts.