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Attention Investors.." Prevent unauthorised transactions in your Trading / Demat account --> Update your Mobile numbers/Email IDs with us as your Stock brokers/ Depository Participants on the email id updation@sre.co.in mentioning your Client Code and DP Code. Receive alerts / information of your transactions directly from Exchanges / CDSL on your mobile/email at the end of the day...Issued in the interest of Investors. " "KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (Broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary."
What New in SRE

Mutual Fund Portfolio Sign In                  Mutual Fund Live                               Mutual Fund Disclosure                Mutual Fund Commission Structure

Invest in 3 Easy Steps:

  1. Click Here to download AOF & Bank Mandate Form.          
  2. Print & Sign (1 Sign on AOF Form, 1 Sign on Bank Mandate Form)
  3. Fill in your basic details and courier the documents along with a cancelled cheque at the SRE postal address
View sample Bank Mandate for assistance in signing.
In case you are not registered with KRA,CKYC please download the KYC Form. Click Here KRA, CERSAI KYC After Downloading & Printing the KYC Form following are the documents needed:
  1. Submit photocopy of PANcard self attested (Identity Proof)
  2. Submit Address Proof self attested (Driving Lic, Electric Bill)
  3. Submit Cheque of Rs.50/- in favour of Sykes & Ray Equities (I) ltd.
Signatures required on the KYC Forms are as follows:
  • 1 Photo & KYC form with 3 signs (1 on page 1 in the bottom, 1 across Photo & 1 on page 2)
  • 1 Photo for C-KYC form with 2 signs (1 below photo on page 1 & 1 on the page 2 in section 8)
  • For any further assistance you can contact our back office support team on 61937305/382

      Mutual funds are simple investment instrument designed for the Investors who are either not willing to directly participate in the market or want investments to be managed by the professionals.

      Mutual funds are managed by experienced professional fund managers who track the market and make investments fund on behalf of investors.

      Mutual funds in India are classified on the basis of structure as well as the objective. SRE distributes different types of such funds and some of them are: Open & Closed end funds, Tax saving funds, Equity funds, and Growth funds etc.

      Each of the above mentioned funds types have different objectives and cater to different financial requirements of an investor. For instance, the closed end funds have a specific period of maturity and after the period is over, the money can be withdrawn. On the other hand, in case of the open ended mutual funds in India, there is no maturity period, an investor can invest and exit at anytime.

      Investing in Mutual Funds with SRE:

      Mutual funds are considered as relatively safe investment opportunity. They offer variety of choice of exposure to different asset classes and sectors according to risk profile and if chosen in a wise manner can provide satisfying returns.

      • Mutual Funds help investors’ build diverse portfolio
        A mutual fund comes in many types and styles. There are Equity funds, bond funds, sector funds, money market mutual funds and balanced funds. The availability of different types of mutual funds allows investors to build a diversified portfolio even with small investments at low cost and without much difficulty
      • Mutual Funds for Small Retail Investor
        The availability of different types of mutual funds allows investors to build a diversified portfolio at low cost and without much difficulty, the small retail investors can buy them and obtain instant access to hundreds of stocks or bonds. Mutual funds’ investments as low as Rs.500 can be made and the retail investor gets a diversified portfolio.
      • Professionally Managed by SRE’s Highly Skilled and Qualified Managers
        Managers at SRE cater to the requirement of mutual fund investors and various mutual fund schemes are advised as per the objective and risk profile.
      • Relatively Safer Investment
        Mutual Fund Investment are considered as relatively safe mode of Investment. Needless to say all investments are subject to market risk.

      SRE is empanelled with all leading fund houses and also has a dedicated mutual fund desk which, along with our research team ensures the growth of our client’s investments. Moreover, our mutual fund team boasts of an excellent track record when it comes to servicing clients and selecting the best suited schemes depending upon our client’s preferences. Apart from this, our research team also provides regular ratings and updates on the Mutual Funds.