New Samco PPT - Version 1.2.txt

Introduction of Samco Samco Ventures Private Limited was incorporated in March 2015. The company was founded by Jimeet Modi who is currently the CEO of the company. It acquired Samruddhi Stockbroker Limited and rebranded it to Samco Securities. In May 2015, Samco launched India’s first trading and i...

Introduction of Samco Samco Ventures Private Limited was incorporated in March 2015. The company was founded by Jimeet Modi who is currently the CEO of the company. It acquired Samruddhi Stockbroker Limited and rebranded it to Samco Securities. In May 2015, Samco launched India’s first trading and investing championship Indian Trading League (ITL). Our mission at Samco is to help every stock market participant to consistently beat the market & achieve their best financial goals Our goal at Samco to become the No. 1 Capital Resource Planning Platform, This platform will help traders & investors to improve their performance Why Us ? What is Trading & Demat Account? A lot of novice investors believe that a Demat account is only for storing shares. This is not true. You can also hold the following assets in a Demat account: What ‘securities’ can be stored in a Demat account? Segments Timings Equity/Futures & Options 09:15 AM - 3:30 PM Commodity 09:00: AM - 11:30 or 11:55 PM Currency 09:00 AM - 05:00 PM Cross currency 09:00 AM - 05:00 PM Ram decides to buy 100 shares of Infosys Ltd. The share price on May 12, 2022, is Rs 1,509.70. Ram transfers Rs 1, 50,970 from his bank account to his trading account. He logins to his trading account and places a BUY order. The stock exchange finds a SELLER for Ram. Once a seller is found, the buy order is executed. Now Rs 1,50,970 will be debited from Ram’s trading account and given to the exchange. The exchange will collect 100 Infosys shares from the seller and in return transfer him Rs 1,50,970 The exchange will credit Ram’s Demat account with 100 Infosys shares. These shares are transferred to Ram’s Demat account in T+1 days. This is known as the settlement cycle. What is KRA? KYC Registration Agency (KRA) is an agency registered with SEBI. The KRA will maintain KYC records of the investors centrally, on behalf of capital market intermediaries registered with SEBI. If a client has account with other broker, then during the account opening process basic few details like photo, address details, etc. would be fetch automatically. What is KYC? Know Your Customer (KYC) standards are designed to protect financial institutions against fraud, corruption, money laundering and terrorist financing. KYC involves several steps to: establish customer identity. Types of Account Trading Account : Trading account can be used for trade & Cash settlement. Demat Account : A Demat account is an account that allows the investors to hold their shares/ holdings in an electronic form. Demat account remain in dematerialized form. Commodity Account : Commodity account is used for interchangeable good or material bought and sold freely as an article of products. Commodity includes agriculture products like Base metal, Fuels are traded in bulk on a commodity exchange. Individual Account Joint Demat Account Non- Individual Account (HUF, Corporate, Partnership, Trust) Documents Required for account opening Pan Card : {Mandatory Document} Address Proof : Address Proof (Passport / Voter ID / Driving license/ Aadhar card) Bank Proof : (Name Printed Cheque, Passbook Front Page, latest bank Statement) Income Proof : (Six-month bank Statement, latest month Salary, Form No:16, ITR Acknowledgement, Latest Holding Statement/Net worth Certificate (We required latest income proof) - (Anyone) Signature : (as per Pan Card) Live Selfie - Photo Accepted : Recent live Photograph. Photo Should be clear. Not accepted: Photo cropped from PAN not be accepted Sunglasses photograph are not allowed Studio, Rotate, Black and white photograph is not allowed Only 1 Person should be visible in the Photo Photo should match with the Proof of Identification Photograph - Checklist Details Required: 1.Applicant Name 2.Father’s Name. 3.PAN Number. 4.DOB. 5.Signature 6.Photo. PAN Card - Checklist Aadhar card Passport Voter ID Driving license Checklist for address proof : Applicant name Photo Complete address. Validity date- (DL, Passport) Nationality –(Passport) Address Proof - Checklist 16 Below documents are acceptable Form 16 (A & B) Bank Statement of last 6 months transaction Bank Passbook along with last 6 months transaction ITR copy Salary Slip should of current 3 months Latest holding statement/ net worth certificate (we require the latest income proof not older than 3 months) Income Proof - Checklist Applicant Name PAN number Assessment Year Checklist For ITR Copy as Income Proof Applicant Name Assessment Year Financial Year Authorization / Digital Signature Checklist For ITR Copy as Income Proof Below document are acceptable : Cancel Cheque Bank Passbook Bank Statement Checklist of bank proof :: Applicant name-pre printed bank name. Account number. IFSC /MICR code, Account type(saving/current) Bank logo- Passbook & bank statement Bank Proof - Checklist Applicant Name Assessment Year Financial Year Authorization / Digital Signature CheckList For Form 16 as Income Proof Applicant Name DP ID DP Name DP Stamp Not older than 3 months Checklist For Holding Statement as Income Proof Documents Rejection Reason:- Kindly note we do not open minor account, ask the client to kindly update his PAN card PAN Rejection Minor pan card. Reason:- Older photograph is not consider upload recent live photograph. Older photograph Address Mismatch Bank details mismatch on trading form. 2. Client name mismatch on bank proof. 3. Mobile screenshot format 4. Logo and stamp missing on bank proof. 5. NRE/NRO account not open. 6. Overdraft account and Master/Minor account not open Mobile screenshot on bank proof Reason:- Uploaded income proof is not consider as it is does not contain company logo and stamp on it. Kindly upload another income proof with logo and stamp. Reason:-Holding statement is 0. Trading Account : Lifetime free Demat Account : 1st year free after that – Individual Account : Rs 400+ GST or Rs 2000 + GST for lifetime AMC free Annual Maintenance Charges (AMC) Account opening Flow KRA client Enter the details Mobile No Verification Verify your Email Email OTP PAN verification KYC Details Nominee Details Verify your bank details Verify your bank details Bank Details :: (Account Number & IFSC) Rupee 1 will be CREDITED to clients account by Samco. OR :: ____________ Rupee 1 will be DEBITED from clients account by Samco. (Amount will be Refunded within 24 hours) Select your segment Select your segment Select your segment Enter any phone number linked to bank account List of accounts linked to phone will appear Select the bank you want to link Autofetch of statement will take place Joint account acceptable Upload documents Upload documents bank proof Upload documents Review & Proceed to Esign/Physical Mode View documents E-sign Account activated Account opening Flow Non-KRA client Enter the details Mobile No Verification Verify your Email Email OTP PAN verification KYC Details Nominee Details Digilocker Digilocker Step Allow to fetch documents Verify your bank details Verify your bank details Bank Details :: (Account Number & IFSC) Rupee 1 will be CREDITED to clients account by Samco. OR :: ____________ Rupee 1 will be DEBITED from clients account by Samco. (Amount will be Refunded within 24 hours) Select your segment Select your segment Select your segment Enter any phone number linked to bank account List of accounts linked to phone will appear Select the bank you want to link Autofetch of statement will take place Joint account acceptable Upload documents Upload documents Upload documents Review & Proceed to Esign/Physical Mode View documents E-sign Account activated Activity Account opening Introducing the new generation Samco app Introducing First In India Introducing First In Category The Mission To Help Every Stock Market Participants consistently beat the market & Achieve their best financial performance New-gen Samco Mobile Trading Platform Powered by MyDEX Technology The Samco Mobile App Presenting Personal Index Peer Comparison Net worth Tracker New Inbox Tab Personalized Feeds Before we jump to our new app lets see what problems do current stock market participants face Samco’s Pricing 100 % brokerage cash back offer stopped from 1st august 2023 Samco’s Pricing Brief comparison of the product types available with SAMCO while trading the Cash market segments – NSE and BSE Margin Policies Brief comparison of the product types available with SAMCO while trading the Cash derivatives segments – NSE and BSE Margin Policies Brief comparison of the product types available with SAMCO while trading the Currency derivatives segments – NSE and BSE Margin Policies Leverage Products Daily Interest Rate will be 0.05% Pledging Charges Rs 30+GST Unpledging charges Rs30+ gst Cash Plus gives you additional Margin to BUY shares in Delivery Segment, against your cash Balance. Leverage = Upto 4x Stock Plus gives you margin against your Holdings for Intraday & Positional Traders. Leverage = As per holdings Trading & Investment Platforms Stock Basket is powered by the proprietary Giga Trading Engine, evaluates over 2 crore data points to discover India’s best quality stocks for long-term wealth creation. Objectively and scientifically evaluate every mutual fund to help investors select and invest in the best mutual funds out there! Get an extensive overview of your trading account on the Samco Star back office which is website. Obtain valuable insights on your trading activities with detailed trade and portfolio summaries, P&L statements, transaction ledger, and a lot more. Features:- Get unrestricted access to the all-inclusive reports like trade, P&L, ledger, etc. Subscribe to Samco Plus series leverage products from your Star back office. Keep a track of all your holdings across equities and mutual funds on a comprehensive dashboard. Manage funds effectively Apply for IPOs via UPI Samco Star Education Andekha Sach Broker Comparison Rs.20/order or 0.50% Whichever is lower Rs.20/order or 0.050% Whichever is lower In peer comparison, you can compare your index with star fund managers, and also compare with the same category people and all members of Samco community We provide an “Event Calendar” Feature in our Application where you can see all the upcoming Results and Corporate actions ( like dividends, bonus splits,results etc) of the Companies. The Research team is providing recommendations in personalized feed(ace the index feature), WhatsApp, and telegram (equity delivery long-term, short-term, future and options, positional trades ). We are not supposed to pitch about accuracy of this recommendations We also have a bulk order feature to place the order with huge quantity for F&O contract, an index analysis tab to analyze index and stay on top of the market, a market movers tab to analyze major movers today, a future open interest analytics tab for advanced traders to categorize stocks and indices into long build up , short buildup , long unwinding , short covering , Fii Dii tab for institutional investing trends. Important features of samco Options Greeks are a set of calculations that can help traders calculate the sensitivity of an options contract price to various factors like changes in the underlying security’s value, implied volatility, interest rate, and the time left for contract expiry. Greeks like delta, theta, gamma, and vega, which are all essential for understanding market dynamics and option sensitivities. You can also invest by planning stock sip, where gradually every month you can buy stocks & build your portfolio. GTT OCO(Good-Till-Triggered One-Cancels-Other)order with unlimited days validity Basket order where you can place 50 orders in a single click Important features of samco continued Step 1 – Download the form from the Samco website Step 2 – Fill out the form and sign on all the highlighted boxes. Step 3 – Attach the below documents 1 Passport Size Photograph – On Page 3. A signature has to be affixed across the Photograph PAN Card – Self-Attested Photocopy Permanent Address Proof: – Self Attested Photocopy (Any one driver’s license, Aadhaar card, voter ID card, passport) Bank Proof – Self Attested Cancelled Cheque with your name printed OR Bank Statement stating IFSC & MICR Income Proof – Self-Attested (Bank Statement/ Demat Holdings Statement/ latest Form-16/latest Income tax return – If opting for Future & option) Then will courier to our registered office address (Account opening form along with Documents) Once you complete steps 1 and 2, & 3, after receiving the form Account opening process will start. You will receive the official confirmation from Samco and within 48-72 hours your Demat and trading account will become functional. Offline Process if aadhaar not linked Auto square off charge is Rs20+GST per order Auto square off time is 3.15 pm Daily interest for cash plus is 0.05% Per day Pledging and unpledging share charges Rs30+GST Per company. Some important Charges: How to Connect to us? Benefits for the introducers: Gift vouchers worth up to ₹3,000 once the referred friend opens account and starts investing. 10% brokerage sharing from the referred friends’ trades, for life. Benefits for the referees: Zero cost for opening demat account. Zero demat AMC for the 1st year. Note: This referral offer is valid till 31st Jan’24. The vouchers bonus will be disbursed within 7 days from the 1st trade date of the referred friend. The gift vouchers will expire within 7 days from the date of issuance. March 24 Referral Offer New Year Refer and Earn Offer March 24 Referral Offer New Year Refer and Earn Offer Conditions to receive the gift vouchers worth ₹3,000: Account opening within 30 days from the lead registration date. 1st payin and 1st trade within 30 days from the lead registration date 1st payin >= ₹ 2,000 All the above mentioned criteria must be fulfilled to receive the bonus worth up to ₹3,000. March 24 Referral Offer New Year Refer and Earn Offer Gift vouchers offered: Amazon Prime Voucher-12 months Membership Westside Max Fashion - Offline E-Gift Card Myntra Swiggy Money Voucher Amazon Shopping Voucher MakeMyTrip Zomato E-Gift Card BookMyShow E-Gift Card PUMA Tanishq Gold and Diamond Jewellery eGift voucher Cleartrip Hotels Tata Cliq Domino’s Pizza Flipkart Uber Vijay Sales Decathlon Bigbasket EaseMyTrip E-Gift Card Blinkit Find the complete list of offered gift vouchers here → How to redeem the gift vouchers? Step 3: Fill in your personal details like email ID or mobile number to receive the gift voucher code and proceed to Checkout March 24 Referral Offer New Year Refer and Earn Offer Gift vouchers will be divided cohort-wise as shown below: COHORTS AUDIENCE SIZE GIFT VOUCHERS COHORT 1 15,179 ₹3,000 COHORT 2 38,627 ₹2,000 COHORT 3 44350 ₹1,000 COHORT 4 27,800 ₹300 COHORT 5 278,256 ₹100 NEW CUSTOMERS OF JAN’24 – ₹300 March 24 Referral Offer New Year Refer and Earn Offer Other conditions to receive gift vouchers: Must have at least an equity segment for both introducers and referees. MF-only accounts are NOT eligible for referring. Maximum 20 referrals per customer per month. New addition in T&Cs: The introducer must be trade-active in the last 365 days to participate in the referral program. Referrals from inactive customers will not be linked to any introducer’s referral code. Conditions to receive 10% brokerage sharing: The 10% brokerage sharing will be credited daily to the referral wallet of the all introducer from day 1, as and when the referred friend spends brokerage at Samco. How to redeem the gift vouchers? Step 1: A web page link containing the vouchers will be sent to you via email within 7 days. How to redeem the gift vouchers? Step 2: Select the preferred gift voucher from the web page. How to redeem the gift vouchers? Step 4: Enter the unique voucher code received via email/ SMS on the respective brand apps and enjoy the benefits. 27 Advantages of Signing Up with Samco.