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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

INVESTMENT ADVISORY

All investment carries some amount of risk and thus needs careful analysis and expert advice. Thus the function of the investment advisor is to customize a financial plan to achieve appropriate risk/return trade off by identification of risks that exist and their proactive management.

At SRE our signature approach is to maximize returns and minimize volatility of our client portfolios under varying market conditions using discipline, careful execution, and purposeful choices. We take pride in crafting and employing a variety of investment strategies, including traditional and alternative investments, with the aim toward achieving diversification and balance across asset classes.

Our service includes completion of a confidential client profile and selection of an investment strategy that meets our client's financial goals, time horizon, and approach toward investing. Our methodology is based on identifying objectives in the areas of preserving capital, maximizing income or realizing growth. Thus we are able to implement an investment strategy that is tailored to our clients needs by structuring a diversified investment portfolio.

NRI SERVICES

Sykes & Ray Equities’ NRI Desk assists PIO and NRI investment in shares and Mutual Funds. SRE is one-stop-solution for all investment requirements in Indian Capital Market and through SRE, NRIs and PIOs can invest in both Primary Market and Secondary Market. SRE has the patronage of NRIs and PIOs residing all over the globe.

Over the years, NRI investment has become an important source of funds for the struggling Indian economy. Real estate, gold, stock markets are the major avenues through which investments are made into India.

However, in today’s volatile economy, the NRI investment made in stock markets is considered safer than the other available options. Indian markets have remained fairly untouched and are stable compared to other global economies.

The financial instruments provided by SRE that are open to NRI trading include shares, debentures and mutual fund investments. To help Indian living abroad in trading, SRE also offers NRI online trading facilities.

NRI trading has become simpler and one does not require much market knowledge. SRE makes placing an order simpler. Indian stock markets have shown remarkable improvement and NRI online trading will further facilitate their participation.

SRE offers following services to the NRIs:

  • NRI services desk for personalized assistance to NRI and PIO clients
  • Dedicated offline equity dealing desk
  • Online equity trading Platforms
  • 24x7 Web-enabled Back Office.
  • Depository services
  • NRI investment advisory desk
  • IPO and mutual funds
  • Insurance solutions
  • Banking support for Portfolio Investment Scheme (PIS)
  • Pan Card assistance

Why SRE?

  • SRE enables all operations from trading to settlement in an absolutely hassle-free manner
  • SRE is pro-active right from opening the accounts to advising tax payments on capital gains
  • SRE provides prompt response to queries