Portfolio Management Services

  • Professional Management
  • Active Review And Rebalancing
  • Personalized Client Servicing
  • Regular reporting And Back Office Support
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NRI Investment Services

  • Non-Resident Indian - NRI
  • Investors Can Invest in Indian Equities,
    Debt And Mutual Fund

Why Concept?

Over 22 Years of Experience in Wealth Creation

High Degree Of
Client Orientation
Dynamic & Competent
Management Team
Over 12000
Happy Clients
Finest Value Addition
( Fundamental & Technical )
Easy Access
To Key Person
Latest & Sophisticated
Technology

Range of Our Investment Services

Blogs & Videos

Creation of Wealth (by Mr. Hemant Desai) at CONCEPT

  View Video

Trading for Living By Jasmin Akbari

  View Video

Core Services

Concept Trade
Plus

Make Your Trading Experience Smooth Through Online Trading

Portfolio Management
Services

Let Your Funds be Managed Professionally

NRI Investment
Services

Investment Services For NRIs in Indian Capital Market

Our Vision

To meet needs of Indian and Foreign; Individual as well as Institutional Investors for their Investment in Indian Capital Market.

Services for Investment be provided with the High Degree of Client Orientation, Value Addition and providing Real Good Returns on Investments.

Our Mission

  • To build the finest investment services company with focus on becoming a complete broking house, retail in western India, wealth management and foreign investors.
  • To build the finest wealth management team to manage funds in equities, debt and other asset classes.
  • To set up a round the clock service centre for NRI’s and Foreign Investors.
  • To have presence at key financial centres in India and abroad.

Our Objective

Value Creation is the new "Mantra" for investors.

 

Our objective has been to focus on investors, understand their investment needs, provide them relevant information, help them in taking decisions, and assist in implementing that plan with an aim of "TOTAL CUSTOMER SATISFACTION".

What Our Clients Say About Us ?

 

Member

  • BSE
  • NSE
  • MCX

SEBI Approved

  • PMS

DP

  • CDSL
Concept Prompt

ATTENTION INVESTORS: "Prevent Unauthorised transactions in your account > Update your mobile numbers / email IDs with your stock brokers . Receive information of your transactions directly from Exchange on your mobile/email at the end of the day ." ......... "Prevent Unauthorized Transactions in your demat account --> Update your Mobile Number with your Depository Participant. Receive alerts on your Registered Mobile for all debit and other important transactions in your demat account directly from CDSL/NSDL on the same day.".......... Issued in the interest of Investors.......  No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account........  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.

Demat Account Holders are requested to submit the details of Aadhar Number along with the copy of Aadhar Card at earliest.

Stay Connected

Membership No.: BSE - 919 , NSE - 12035 MCX - 28950 , DP-CDSL 12044000           SEBI Registration No. : BSE- Cash- INB 011203537, BSE - DERIVATIVE - INF 011203537, NSE Cash INB - 231203531,
NSE FNO - INF - 231203531, NSE Currency - INE - 231203531, DP-CDSL - IN-DP-177-2015, PMS - INP 000003013, MCX FMC Reg No.: MCX/TCM/Corp/0523