Anda di halaman 1dari 37

WHY GEOJIT BNP PARIBAS ?

1. 22 years of history in Indian Capital Market


Geojit BNP Paribas has 22 years of in-depth broking experience in the Indian
Capital Market. More than 495,000 clients and over Rs 9,900 crores (as of 30th
Sep.’09) in Assets Under Management reflect the trust reposed in our expertise.

2. Pioneer in Online Trading in Feb. 2000


In the year 2000, Geojit BNP Paribas pioneered the simple concept of providing
individuals with the facility to trade online. This revolution has given the
company the first mover advantage in online trading. As a creative innovator,
Geojit BNP Paribas uses advanced technology in online trading to meet client
requirements such as customized online trading platforms and many other
services.

3. Strong Shareholders
Geojit BNP Paribas is backed by strong shareholders.
In 2007, global banking major BNP Paribas joined the company’s other major
shareholders - Mr. C.J.George, KSIDC (Kerala State Industrial Development
Corporation) and Mr.Rakesh Jhunjhunwala – when it took a stake to become the
single largest shareholder.

4. Wide range of products


Geojit BNP Paribas offers a wide range of trading and investment products and
solutions. Certified financial advisors help clients to arrive at the right financial
solution to meet their individual needs.
The wide range on offer includes - Equities | Derivatives | Currency Futures |
Custody Accounts | Mutual Funds | Life Insurance & General Insurance | IPOs |
Portfolio Management Services | Property Services | Margin Funding | Loans
against Shares

5. Attractive brokerage slabs


We provide value for money! To start with, we offer low online brokerage
charges which further decrease automatically, as and when, your volumes
increase.
0.03 to 0.01 for intra-day trades
0.30 to 0.10 for delivery trades
Rs 75 to Rs 30 for F&O
6. Learn the craft
You too can develop your trading skills by availing of the effective guidance by
our research department. We offer-
• Daily mails delivered to our client’s mailbox on market conditions and
recommendations
• Technical analysis of BSE 200 Index scrips
• Free monthly investment magazine
• Services of professionally qualified executives at 500 offices across India.
• Our strong research ideas have been instrumental in converting our clients
into successful traders.

7. Multichannel service- Internet, Phone, Branch trading


Trade the way that you want to by selecting from multiple channel options-
Internet, Phone or Branch.

8. First mover advantage


Geojit BNP Paribas through its first mover advantage in different areas has been
the first to serve investors with its innovative offerings.
• 1st to launch internet trading in the year 2000.
• 1st to launch integrated internet trading system for cash and derivative
segments in the year 2002.
• 1st Indian stock broking company to commence domestic retail broking
operations in any foreign country.
• 1st in the industry to have a global player offering its name thereby
creating Geojit BNP Paribas.
• 1st to launch exclusive branches for women in 2005.

9. Our deep reach


We have a pan-India network of over 500 offices with industry certified
executives and a dedicated Call Centre to provide you quality services.

10.Wide range of fund options


Geojit BNP Paribas gives you the option to choose from the 700 plus Mutual Fund
schemes offered by over 35 Asset Management companies such as SBI Mutual Fund,
Reliance Mutual Fund, Franklin Templeton India Mutual Fund, Tata Mutual Fund,
Sundaram BNP Paribas Mutual Fund, Fidelity Mutual Fund, and HDFC Mutual Fund.
ABOUT GEOJIT BNP PARIBAS…

A growing footprint

With a presence in almost all the major states of India, the network of over 500
offices across 300 cities and towns presently covers Andhra Pradesh, Bihar,
Chattisgarh, Goa, Gujarat, Haryana, Jammu & Kashmir, Karnataka, Kerala, Madhya
Pradesh, Maharashtra, New Delhi, Orissa, Punjab, Rajasthan,Tamil Nadu &
Pondicherry, Uttar Pradesh, Uttaranchal and West Bengal.

Evolution of the company

It all started in the year 1987 when Mr. C.J. George and Mr. Ranajit Kanjilal founded
Geojit as a partnership firm. In 1993, Mr.Ranajit Kanjilal retired from the firm and
Geojit became the proprietary concern of Mr. C .J. George. In 1994, it became a
Public Limited Company named Geojit Securities Ltd. The Kerala State Industrial
Development Corporation Ltd. (KSIDC), in 1995, became a co-promoter of Geojit by
acquiring a 24 percent stake in the company, the only instance in India of a
government entity participating in the equity of a stock broking company. The year
1995 also saw Geojit being listed on the leading regional stock exchanges. Geojit
listed at The Stock Exchange, Mumbai (BSE) in the year 2000. Company’s wholly
owned subsidiary, Geojit Commodities Limited, launched Online Futures Trading in
agri-commodities, precious metals and energy futures on multiple commodity
exchanges in 2003. This was also the year when the company was renamed as Geojit
Financial Services Ltd. (GFSL). The Board consists of professional directors;
including a Kerala Government nominee. With effect from July 2005, the company is
also listed at The National Stock Exchange (NSE). Company is a charter member of
the Financial Planning Standards Board of India and is one of the largest Depository
Participant(DP) brokers in the country.

On 31st December 2007, the company closed its commodities business and
surrendered its membership in the various commodity exchanges held by Geojit
Commodities Ltd. Global banking major BNP Paribas took a stake in the year 2007 to
become the single largest shareholder. Consequently, Geojit Financial Services
Limited has been renamed as Geojit BNP Paribas Financial Services Ltd.
About BNP Paribas
BNP Paribas (www.bnpparibas.com) is one of the 6 strongest banks in the world
according to Standard & Poor's.* With a presence in 85 countries and more than 205,000
employees, 165,200 of which in Europe, BNP Paribas is a global-scale European leader
in financial services. It holds key positions in its three activities: Retail banking,
Investment Solutions and Corporate & Investment Banking. The Group benefits from its
four domestic markets: Belgium, France, Italy and Luxembourg. BNP Paribas also has a
significant presence in the United States and strong positions in Asia and the emerging
markets.
BNP Paribas has been operating in India since 1860 in a number of businesses such as
Investment Banking (CIB), Private banking (BNP Paribas Wealth Management), Life
Insurance (SBI Life) and Asset Management (Sundaram BNP Paribas), Infrastructure
Funding (Srei BNP Paribas), Retail Financing (Sundaram BNP Paribas Home Finance),
Car Contract Hiring (Arval), Institutional Broking (BNP Paribas Securities India) and
Securities Services (Sundaram BNP Paribas Securities Services and BNP Paribas
Sundaram Global Securities Operations).
GEOJIT BNP P MILESTONES

Product innovation backed by a high level of domain specific knowledge and state-of-the-art technology has
helped Geojit BNP Paribas set many milestones including numerous industry firsts.
1986

• Membership in Cochin Stock Exchange (CSE).

1994

• Becomes a Public Limited Company named Geojit Securities Ltd.

1995

• Kerala State Industrial Development Corporation Ltd.(KSIDC) acquires 24 percent equity stake.
• Membership in National Stock Exchange (NSE).
• Public Issue

1996

• Launch of Portfolio Management Services with SEBI registration.

1997

• Depository Participant (DP) under National Securities Depository Limited.

1999

• Membership in Bombay Stock Exchange (BSE).

2000

• BSE Listing.
• 1st broking firm in India to offer online trading facility.
• Commences Derivative Trading with NSE.
• Integrates the 1st Bank Payment Gateway in the country for Internet Trading.

2001

• Becomes India's first DP to launch depository transactions through Internet.


• Establishes Joint Venture in the UAE to serve NRI customers.

2002

• 1st in India to launch an integrated internet trading system for Cash & Derivatives segments.

2003

• Geojit Commodities Limited, wholly owned subsidiary, launched Online Futures Trading in agri-
commodities, precious metals and in energy futures on multiple commodity exchanges.
• National launch of online futures trading in Rubber, Pepper, Gold, Wheat and Rice.
• Company renamed as Geojit Financial Services Ltd.

2004

• National launch of online futures trading in Cardamom.

2005

• NSE Listing.
• Geojit Credits, a subsidiary, registers with RBI as a Non-Banking Financial Company (NBFC).
• National launch of online futures trading in Coffee.

2006

• Charter member of the Financial Planning Standards Board of India.

2007

• BNP Paribas takes a stake in the company’s equity, making it the single largest shareholder.
• Establishes Joint Venture in Saudi Arabia to serve the Saudi national and the NRI.

2008

• BNP Paribas Securities India (P) Ltd. – a Joint Venture with BNP Paribas S.A. for Institutional
Brokerage.
• 1st brokerage to offer full Direct Market Access execution in India for institutional clients.

2009

• Launch of Property Services division.


• Launch of online trading in Currency Derivatives.
• Consequent to BNP Paribas becoming the largest stakeholder in Geojit Financial Services,
company is renamed as Geojit BNP Paribas Financial Services Ltd.
BOARDS OF DIRECTORS

Name Designation
Mr. A. P. Kurian Non - Executive & Independent Chairman
Mr. C. J. George Managing Director & Chief Promoter
Mr.Alkeshkumar Sharma Non - Executive & Independent Director
Mr. Mahesh Vyas Non - Executive & Independent Director
Mr. Rakesh Jhunjhunwala Non - Executive Director)
Mr. Ramanathan Bupathy Non - Executive & Independent Director
Mr. Punnoose George Non - Executive Director
Mr. Olivier Le Grand Non - Executive Director
Mr. Pierre Rousseau Non - Executive Director

MANAGEMENT

Name Designation
Mr. C. J. George Managing Director
Mr. Satish Menon Director (Operations)
Mr. A. Balakrishnan Chief Technology Officer
Mr. K. Venkitesh National Head - Distribution
Mr. Stefan Groening Director (Planning and Control)
Mr. Binoy .V.Samuel Chief Financial Officer
Mrs. Jaya Jacob Alexander Chief of Human Resources

Name Designation
Mr. A. P. Kurian Non - Executive & Independent Chairman
Mr. C. J. George Managing Director & Chief Promoter
Mr.Alkeshkumar Sharma Non - Executive & Independent Director
Mr. Mahesh Vyas Non - Executive & Independent Director
Mr. Rakesh Jhunjhunwala Non - Executive Director)
Mr. Ramanathan Bupathy Non - Executive & Independent Director
Mr. Punnoose George Non - Executive Director
Mr. Olivier Le Grand Non - Executive Director
Mr. Pierre Rousseau Non - Executive Director

CODE OF CONDUCT
CODE OF CONDUCT FOR THE DIRECTORS AND SENIOR OFFICERS
As per Clause 49 of the Listing Agreement with the Stock Exchanges, it shall be
obligatory for the Board of Directors of all listed Companies to lay down a code of
conduct for all Board members and senior management of the Company in order to
ensure good Corporate Governance.

I. CORPORATE GOVERNANCE Corporate governance is about commitment to


values and about ethical business conduct. It is about how an organization is managed.
This includes its corporate and other structures, its culture, its policies and the manner in
which it deals with various stakeholders. Accordingly, timely and accurate disclosure of
information regarding the financial situation, performance, ownership and governance of
the company, is an important part of corporate governance. This improves public
understanding of the structure, activities and policies of the organization. Consequently,
the organization is able to attract investors, and to enhance the trust and confidence of the
stakeholders.

We believe that sound corporate governance is critical to enhance and retain investor
trust. Accordingly, we always seek to attain our performance rules with integrity. The
Board extends its fiduciary responsibilities in the widest sense of the term. Our
disclosures always seek to attain the best practices in international corporate governance.
We are also responsible to enhance long term shareholder value and respect minority
rights in all our business decisions.

II. INTRODUCTION OF CODE (Preamble)


This Code of Ethics for Directors and Senior Executives (the “Code”) helps to maintain
the standards of business conduct for Geojit BNP Paribas Financial Services Limited (the
“Company”) and ensures compliance with legal requirements particularly of Companies
Act, SEBI Regulations and the Listing Agreement with Stock Exchanges. The purpose of
the Code is to deter wrongdoing and promote ethical conduct. The matters covered in this
Code are of utmost importance to the Company, our shareholders and our business
partners. Further, these are essential so that we can conduct our business in accordance
with our stated values.

The Code is applicable to the following persons, referred to as “Officers” :

• Directors of the Company


• Our Senior Management
• Members of the Board of Subsidiary Company

Ethical business conduct is critical to our business. Accordingly, Officers are expected to
read and understand this Code, uphold these standards in day-to-day activities, and
comply with all applicable laws, rules and regulations, the Geojit BNP Paribas Code of
Conduct, Service rules and all applicable policies and procedures adopted by the
Company that govern the conduct of its employees.
Because the principles described in this Code are general in nature, Officers should also
review the Company’s other applicable policies and procedures.

Officers should sign the acknowledgment form at the end of this Code and return the
form to the HR department indicating that they have received, read and understood, and
agree to comply with the Code. The signed acknowledgement form should be available
with officers concerned. Each year, as part of their annual review, Officers will be asked
to sign an acknowledgement indicating their continued understanding and adherence of
the code.

III. HONEST AND ETHICAL CONDUCT


We expect all Officers to act in accordance with highest standards of personal and
professional integrity, honesty and ethical conduct, while working on the Company’s
premises, at offsite locations where the Company’s business is being conducted, at
Company sponsored business and social events, or any other place where Officers are
representing the Company.

We consider honest conduct to be conduct that is free from fraud or misrepresentation or


deception. We consider ethical conduct to be conduct conforming to the accepted
professional standards of conduct. Ethical conduct includes ethical handling of actual or
apparent conflicts of interest between personal and professional relationships. This is
discussed in more detail in Section IV below.

IV. CONFLICTS OF INTEREST


An Officer’s duty to the Company demands that he or she avoids and discloses actual and
apparent conflicts of interest. A conflict of interest exists where the interests or benefits
of one person or entity conflict with the interests or benefits of the Company. Examples
include:

A. Employment/Outside employment:With regard to the employment with the


Company, Officers are expected to devote their full attention to the business
interests of the Company. Officers are prohibited from engaging in any activity
that interferes with their employment with the Company. Our policies prohibit
Officers from accepting simultaneous employment with suppliers, customers,
developers or competitors of the Company, or from taking part in any activity that
enhances or supports a competitor’s position. Additionally, Officers must disclose
to the Company’s Audit Committee, any interest that they have that may conflict
with the business of the Company.

B. Outside directorships: It is a conflict of interest to serve as a director of any


company that competes with the Company. Officers must first obtain approval
from the Company’s audit committee before accepting a directorship.
C. Business Interests: If an Officer is considering investing in any customer,
supplier, developer or competitor of the Company, he or she must first take care
to ensure that these investments do not compromise on their responsibilities to the
Company. Our policy requires that Officers first obtain approval from the
Company’s Audit Committee before making such an investment. Many factors
should be considered in determining whether a conflict exists, including the size
and nature of the investments, the Officer’s ability to influence the Company’s
decisions, his or her access to confidential information of the Company or of the
other company, and nature of the relationship between the Company and the other
company. At the time of application for approval, full facts of the proposed
investment shall be placed before the Committee.

D. Related parties: As a general rule, Officers should avoid conducting Company’s


business with a relative, or have business in which a relative is associated in any
significant role. A relative means and includes spouse, children, parents,
grandparents, grandchildren, aunts, uncles, nieces, nephews, cousins, step
relationships, and in-laws. Subject to the rules and regulation, the Company
discourages the employment of relatives of Officers in key positions or
assignments within the same department. Further, the Company prohibits the
employment of such individuals in positions that have a financial dependence or
influence (e.g. an auditing or control relationship, or a supervisor/subordinate
relationship). Every employee drawing a monthly salary of Rs.10,000/- or more
shall disclose whether he is a relative or not of any of our directors.

E. Payments or gifts from others: Under no circumstance the Officers shall accept
any offer, payment, promise to pay, or authorisation to pay any money, gift, or
anything of value from customers, vendors, consultants, etc., that is perceived as
intended, directly or indirectly, to influence any business decision, any act or
failure to act, any commitment of fraud, or opportunity for the commitment of any
fraud. Inexpensive gifts, infrequent business meals, celebratory events and
entertainment, provided that they are not excessive or create an appearance of
impropriety, do not violate this policy. Questions regarding whether a particular
payment or gift violates this policy are to be directed to Finance Department.
Gifts given by the Company to suppliers or customers should be appropriate to
the circumstances and should never be of a kind that could create an appearance
of impropriety. The nature and cost must always be accurately recorded in the
Company’s books and records.

F. Corporate opportunities: Officers may not exploit for their own personal gain,
opportunities that are discovered through the use of corporate property,
information or position, unless the opportunity is disclosed fully in writing to the
Company’s Board of Directors and the Board declines to pursue such opportunity.

G. Interested Contracts: Except with the consent of the Board of Directors of the
Company, any of the Director or his relative or a firm in which a director or his
relative is a partner, any other partner in such a firm, or a private company of
which the director is a member or director shall enter into any contract with the
Company for sale, purchase or supply of goods, materials or services, or for
underwriting the subscription of any shares in or debentures of the Company
except for purchase or sale of goods for market price or such contracts which
either party regularly trades or does business. For any clarification in this regard,
the officers are requested to contact to the Finance Department / Secretarial
Department / Legal Department.

H. Whistle Blower Policy: Employees who came across any unethical or improper
practice (not necessarily a violation of law) shall be free to approach the Audit
Committee without necessarily informing their supervisors. All officers are
requested to inform their subordinates about their this right through an effective
manner. For any clarification in this regard please contact Finance Department /
Secretarial Department / Legal Department.

I. Other Situations: It would be impractical to attempt to list all possible situations.


If a proposed transaction or situation raises any questions or doubts, please
contact Finance Department.

V. COMPLIANCE WITH GOVERNMENTAL LAWS, RULES AND


REGULATIONS
Officers must comply with all applicable governmental laws, rules and regulations,
Officers must acquire appropriate knowledge of the legal requirements relating to their
duties sufficient to enable them to recognise potential dangers, and to know when to seek
advice from the Finance Department. Violations of applicable governmental laws, rules
and regulations will lead to penal action as specified in the respective statutes. In any
doubt about the compliance with laws rules/regulations /guidelines contact appropriate
department of the Company.

VI. VIOLATIONS OF THE CODE


Part of an Officer’s job, and of his or her ethical responsibility, is to help enforce this
Code. Officers should be alert against possible violations and report this to appropriate
department. Officers must co-operate in any internal or external investigations of possible
violations. Reprisal, threat, retribution or retaliation against any person who has, in good
faith, reported a violation or a suspected violation of law, this Code or other Company
policies, or against any person who is assisting in any investigation or process with
respect to such a violation, is prohibited.

The Company will take appropriate action against any Officer whose actions are found to
violate the Code or any other policy of the Company. Disciplinary actions may include
immediate termination of employment at the Company’s sole discretion. Where the
Company has suffered a loss, it may pursue its remedies against the individuals or entities
responsible. Where laws have been violated, the Company will cooperate fully with the
appropriate authorities.

VII. WAIVERS AND AMENDMENTS OF THE CODE


We are committed to continuously reviewing and updating our policies and procedures.
Therefore, this Code is subject to modification. Any amendment or waiver of any
provision of this Code must be approved in writing by the Company’s Board of Directors
and promptly disclosed on the Company’s website and in applicable regulatory filings
pursuant to applicable laws and regulations, together with details about the nature of
amendment or waiver.

SHARING HOLDING PATTERN


Distribution of Shareholding as on Quarter ending 30th September, 2009 as per Clause 35 of Listing
Agreement
Total shareholding as a
percentage of total
No. of shares number of shares
No. of
Category Total no. held in Total
Category of shareholder share Total
Code of shares dematerialised share
holders shareholding
form holding as
as a % of
a % of
(A+B)
(A+B+C)
(A) Shareholding of Promoter and Promoter Group
(1) Indian
Individuals/Hindu Undivided
(a) 2 45606760 45606760 20.35 20.35
Family
Central Government State
(b) 0 0 0 0 0
Government(s)

(c) Bodies Corporate 1 20000000 20000000 8.93 8.93

(d) Financial Institutions/Banks 0 0 0 0 0

(e) Any Other (specify) 0 0 0 0 0

Sub-Total (A)(1) 3 65606760 65606760 29.28 29.28


(2) Foreign
Individuals (Non-Resident
(a) Individuals/Foreign 0 0 0 0 0
Individuals)

(b) Bodies Corporate 1 76688959 76688959 34.22 34.22

(c) Institutions 0 0 0 0 0

(d) Any Other (specify) 0 0 0 0 0

Sub-Total (A)(2) 1 76688959 76688959 34.22 34.22


Total shareholding of
Promoter and Promoter 4 142295719 142295719 63.50 63.50
Group (A) =(A)(1)+(A)(2)

(B) Public Shareholding

(1) Institutions

(a) Mutual Funds/UTI 1 350 350 0 0

(b) Financial Institutions/Banks 2 9900 9900 0.00 0.00

Central Government/State
(c) 0 0 0 0 0
Government(s)

(d) Venture Capital Funds 0 0 0 0 0

(e) Insurance Companies 0 0 0 0 0

Foreign Institutional
(f) 2 5228767 5228767 2.33 2.33
Investors
Foreign Venture Capital
(g) 0 0 0 0 0
Investors

(h) Any other (specify) 0 0 0 0 0

Sub-Total (B)(1) 5 5239017 5239017 2.34 2.34


(2) Non-Institutions

(a) Bodies Corporate 682 7667193 7573173 3.42 3.42

(b) Individuals

i. Individual shareholders
holding nominal share 47669 24880747 24097524 11.10 11.10
capital upto Rs.1 Lakh.
OPENING OF ACCOUNT FOR INDIVIDUALS

Documents to be submitted for registration


You need to submit the documents mentioned below while opening an Online Trading
and Demat account. It helps in faster registration. Trading account is opened in single
name while demat account may be opened in joint name with a maximum of 3 holders. It
is however essential that the customer maintains a demat account with Geojit for availing
the online Trading facility. In case the permanent address is different from the
correspondence address then the proof of address has to be submitted for separately for
each of them from the list given below.

For a two-in-one account: i.e. Trading and Demat


Resident Indian
• Two recent passport size photographs
• Proof of Bank Account: Any one of the following may be submitted
1. Copy of Bank Statement
2. Copy of first page of the Bank Pass Book.
3. A cancelled cheque (only if the account holder's name is printed on it)
• Copy of Client Master towards proof of an existing Demat Account
• DP Proof in case of DP's other than Geojit DP
• Proof of Identity: Pan Card
• Proof of Address: Any one of the following may be submitted
1. Passport copy
2. Voter Id card copy
3. Driving license copy
4. Bank Pass book copy
5. Verified copies of
a. Electricity bill or telephone bill in the customers name (not more
than two months old)
b. Leave and license agreement/agreement for sale.
6. Copy of Ration Card
7. Identity card/document with address, issued by
a. Central/State government and its departments
b. Statutory /Regulatory Authorities
c. Public Sector Undertakings
d. Scheduled Commercial banks
e. Public Financial Institutions
f. Colleges affiliated to Universities

g. Professional Bodies such as ICAI, ICWAI, ICSI, Bar council etc to


their Members

NRI
Non-Resident Indian
In addition to all of the documents stated for Resident Individuals, for an NRI, the
following additional documents are required:
1. Copy of PIS account opened with a designated bank
2. Proof of his foreign address
3. Copy of valid visa

4. Passport copy

ACCOUNT OPENING PROCEDURE

1. You need to fill and / or sign the Client Registration Kit which consists of following
documents
• The 'Know Your Client' form, also attach all the documents as mentioned in the
checklist,
• The client agreement, Supplemental agreement, Pledge agreement
• Terms & Conditions broking & Products and services
• Power of Attorney for broking & Products & Services

• Schedule of Charges
2. You may then draw a cheque of Rs.775/- in favor of 'Geojit BNP Paribas Financial
Services Ltd.' towards the account opening charges.
3. Along with the Client Kit you will get the login password of trading site, Customer
care & PIN for Call centre in a sealed envelope
In case you need any assistance in filling up the form and understanding the documents
you may want to contact our marketing executive / branch official.
After you have submitted all the documents and the cheque these will be processed at
centralized 'Client Registration Department' at the Head Office in Kochi, Kerala. If any
document / information is missing then you will be contacted by the concerned IT
executive or the branch.
If all the documents / information is correct then your account will be activated and an
email will be sent to your registered email id (as mentioned in your account opening
documents) with the welcome letter, your user id and password.
You can login to the Geojit BNP Paribas system immediately on receipt of the user id.
On logging in for the first time you have to necessarily change your password for security
reasons.

ONLINE BROKERAGE CHARGE


Brokerage rates applicable w.e.f. December 1, 2006 for Online Retail Trading **
provided linked demat account is with Geojit BNP Paribas Financial Services Ltd.
Delivery-based Volumes *
Volume *(Rs.) New Brokerage Rate
< 10 lacs 0.30% (current)
> 10 lac < 50 lac 0.25%
> 50 lac < 1 cr 0.20%
> 1 cr < 2 cr 0.15%
> 2 cr 0.10%
Intra-day Volumes *
Volume *(Rs.) New Brokerage Rate
< 2 cr 0.030% (current)
> 2 cr < 6 cr 0.025%
> 6 cr < 12 cr 0.020%
> 12 cr < 15 cr 0.015%
> 15 cr 0.010%
F&O Volumes *
Volume *(Rs.) New Brokerage(per lot)(Rs.)
< 9 cr 75(current)
> 9 cr < 18 cr 65
> 18cr < 27 cr 50
> 27cr < 36 cr 40
> 36 cr 30

* Applicable for a calendar month and should be achieved through online channels.
** Applicable to Ordinary Resident account only
# Subject to minimum brokerage as under:
• Rs.20 per Contract or 1 paisa per share whichever is higher subject to a maximum
of 2.5% per share.

• In case the contract note is delivered by post then Rs.20/- per Contract or 5 paisa
per share whichever is higher subject to a maximum of 2.5% per share.
• Credit Request Charges Rs.100 per request
Fee Structure for Depository Services - Securities

Account Opening
Nil
Charges
Dematerialisation
Nil + courier charges @ Rs.35/-
charges
Rematerialisation Rs.10 for every hundred securities or part thereof ;} or Rs.10 per
charges certificate,whichever is higher}+ courier charges Rs.35 per scrip
Custody Charges Nil

Transaction Charges
A – Market trades
a) For transaction
through Geojit
Rs.16/- per transaction if the delivery is through DIS or POA
without DCN
Debit (sales)
Rs 11/- per transaction if the delivery is through POA/Speed-e
with DCN
Credit (purchase) Nil
Late Delivery of Slips (Received on the payin day) will be charged @ Rs 25/- per
Transaction
b) For transaction through other brokers
Debit (sales) Rs 50/- per transaction
Credit Nil

B – Off Market
Trades
Rs. 15/- per transaction (if both accounts are with Geojit)
Debit (sales)
Rs. 50/- per transaction for others
Credit Nil

Pledge charges
Pledge creation Rs.50/- per transaction
Pledge closure Nil
Pledge invocation Rs.100/- per transaction

Annual Maintenance Charges


Rs. 300/- (Existing Clients),DCN Clients: Rs.250/-(Not
Resident Accounts Applicable in first FY for new clients)

New Clients Rs.300/-upfront or Rs.300/- payable equally in 4 Quarterly


Installments of Rs.75/- each
NRI Clients using
electronic Rs.300/-(Not Applicable in first FY/quarter for New clients)
communication(DCN)
NRI Clients not using
electronic Rs. 1500/-
communication
Rs. 1000/- for clients who trade with other brokers
Speed-e Advance
Rs. 100/-
Speed-e AMC
Additional printout of statements will be charged @Rs. 25/- per statement per account

1. Stamp charges are applicable in Account Opening.


2. All charges are inclusive of Service Tax as applicable.
3. All charges are collected upfront by cash/cheque.

DP CHARGES

Fee Structure for Depository Services - Securities

Account Opening
Nil
Charges
Dematerialisation
Nil + courier charges @ Rs.35/-
charges
Rematerialisation Rs.10 for every hundred securities or part thereof ;} or Rs.10 per
charges certificate,whichever is higher}+ courier charges Rs.35 per scrip
Custody Charges Nil

Transaction Charges
A – Market trades
a) For transaction
through Geojit
Rs.16/- per transaction if the delivery is through DIS or POA
without DCN
Debit (sales)
Rs 11/- per transaction if the delivery is through POA/Speed-e
with DCN
Credit (purchase) Nil
Late Delivery of Slips (Received on the payin day) will be charged @ Rs 25/- per
Transaction
b) For transaction through other brokers
Debit (sales) Rs 50/- per transaction
Credit Nil

B – Off Market
Trades
Rs. 15/- per transaction (if both accounts are with Geojit)
Debit (sales)
Rs. 50/- per transaction for others
Credit Nil
Pledge charges
Pledge creation Rs.50/- per transaction
Pledge closure Nil
Pledge invocation Rs.100/- per transaction

Annual Maintenance Charges


Rs. 300/- (Existing Clients),DCN Clients: Rs.250/-(Not
Resident Accounts Applicable in first FY for new clients)

New Clients Rs.300/-upfront or Rs.300/- payable equally in 4 Quarterly


Installments of Rs.75/- each
NRI Clients using
electronic Rs.300/-(Not Applicable in first FY/quarter for New clients)
communication(DCN)
NRI Clients not using
electronic Rs. 1500/-
communication
Rs. 1000/- for clients who trade with other brokers
Speed-e Advance
Rs. 100/-
Speed-e AMC
Additional printout of statements will be charged @Rs. 25/- per statement per account

1. Stamp charges are applicable in Account Opening.


2. All charges are inclusive of Service Tax as applicable.
3. All charges are collected upfront by cash/cheque

MTF

Geojit BNP paribas Financial Services Ltd. offers Margin Trading Funding facility to all
offline customers under the scheme of Margin Funding approved by SEBI.
Key features of the Scheme are as follows:
1. Easy and prompt account opening formalities

2. No processing fees

3. Margin funding of up to 50% of the purchase value


4. Shares purchased are credited to customers Demat account maintained
specifically for the purpose of Margin Trading

5. Bonus, and Rights are also directly credited to the customers said demat account.
Similarly dividend shall be credited to the bank account statedin the said demat
account.

6. Margin calls are made if there is fall of 10% in the Margin Funded Portfolio.
Margins can be replenished by cheque or by transferring funds from Normal
Trading account.

7. Liquidation if margins are not topped up on a 20% fall in the Margin Funded
Portfolio. In such an event liquidation will be at the lenders discretion.

8. This is a product to facilitate investments for short term. Interest is charged a


monthly rests at the rate of 1.50% per Month.

9. Purchases can be made only against clear funds

10. We provide Margin Funding only for scrips traded at NSE only.
Margin Ratios
• Margin Ratio: 50:50

• Maintenance margin/ Call Margin: 40 %

• Liquidation Margin: 30 %

Registration Procedure:
Currently, customers who have an offline trading account with Geojit BNP Paribas
Financial Services can avail the Margin Trading Funding facility. Clients desirous of
registering for Margin Trading Funding Scheme are required to complete / provide the
documents given below. Rs.300/- is recovered towards Agreement and documentation
charges for opening the Margin Trading Funding Account.
a. Margin Trading Agreement

b. Separate Demat account to be opened for the purpose (standard demat charges
shall apply)

c. POA to be issued in favor of Geojit BNP Paribas Financial Services Ltd. to


operate the said demat account.

d. Authorization to Geojit’s DP to debit demat account for shares sold

e. Undertaking that MTFS has been availed of from only one broker

f. Authorization letter to transfer funds from/to MTF ledger

LIQUIDITY AGAINST SHARES

You need ' Cash in Hand (LIQUIDITY ) ' to manage risk and maximise trading profits.
Liquidity Against Shares (LAS) provides " READY CASH " or " LIQUIDITY on TAP".

You have choice of four schemes !

Particulars Premium Scheme Regular Scheme 3 Month Scheme Daily Scheme


Interest Rate* 12.75% per 13.75% per 15.5% per annum18.00% per
annum for loan annum for loan annum (Rs.50
13.50% p.a. for 14.50% p.a. for per lakh per
overdraft overdraft day)
Minimum Duration 1 Year 6 Months 3 Months 5 Days
of Loan
Minimum Amount Rs.500000 Rs.200000 Rs.100000 Rs.25000
Number of Scrips Minimum 3 Minimum 3 Minimum 3 Minimum 1
*Rates valid till March 31, 2010.Conditions and service charges apply.

RESEARCH

Geojit BNP Paribas has a team of experts who track the markets and related events very
closely. Sophisticated tools are used for technical analysis and research to offer
recommendations, technical analysis and research reports. Each day Geojit BNP Paribas
Research team brings to table information that helps you profit from it.
• Daily Market View:Technical Analysis - Market, a daily report on markets gives
a clear picture on the expected market movements (NSE and BSE). It also covers
the key support and resistance levels. It also provides clues on market direction
and the expected profit booking levels.

• Daily Stock View: Technical Analysis - Stocks, a daily report on the stocks for
the day. These are prepared with "Departure Oscillators" tool that have a high
degree of accuracy on stock readings; which in turn helps investors, day traders,
High Networth Individual's with stock ideas that may benefit them

• F&O Analysis: F&O Analysis is a daily report that gives near 100% accurate
reading on both Futures and Options. Tools such as PC ratios, Open Interest and
volatility combined with RSI indicator are used for the purpose. It is helpful for
day traders, long-term holders and HNI clients

• SMS: SMS alerts are sent to those who have registered for the service. These are
prepared with utmost care, ensuring that it is suitable for both the Bulls and the
Bears. It provides instantaneous buy/sell/hold recommendations purely on
technicals. It also provides option strategies with the use of Implied/Historical
Volatility study. SMS is especially handy for Index Traders.

• Geo Data:Geo Data is a monthly research report covering most financial


instruments. It is quite comprehensive, and provides in-depth information on
stocks to watch out for, recommended Mutual Funds, performance of schemes,
Futures and Options update and a review of the commodities markets.
CLASS ROOM

Q. What is the function of the Capital Market?


A. Capital Market enhances capital formation in the economy and comprises of -
a. Primary Market is a place where new offerings by Companies are made either
as an Initial Public Offering (IPO) or Rights Issue.

b. Secondary Market is a market where securities are traded after being initially
offered to the public in the Primary Market and/or listed on the Stock Exchange.
Majority of trading is done in this market which comprises of equity market and
debt market.
Q. What is an Equity Share?
A. An equity share represents the form of ownership. The holder of such a share is a
member of the company and has voting rights.
Q. What returns can I expect from my investments in equity shares? What are the
risks?
A. Equity shares are “High-Risk High-Return Investments.” The major distinction of
Equity investment from all other investment avenues is that while the return from many
avenues such as Bank Deposits,Small Saving schemes, Debentures, Bonds etc are fixed
and certain, the earnings from equity investments are highly uncertain and varied. A good
scrip picked up at the right time could fetch fairly good returns else the return may be
meager or it may even turn negative, i.e. the invested fund itself may be eroded. In short,
if the investment in fixed income category instruments is secured and risk-free to a large
extent, investment in equities and related fields could be termed as risky.
Q. What is Dividend?
A. Dividend is the part of profit distributed by the company among its investors. It is
usually declared as a percentage of the paid-up value or face value of the share.
Q. What is a Bonus Share?
A. A Share issued by companies to their shareholders free of cost by capitalization of
accumulated reserves from the profits earned in the earlier years.
Q. What is a Bond?
A. A Bond is a promissory note issued by a company or government to its lenders. A
Bond is evidence of debt on which the issuing company usually promises to pay the
bondholder a specified amount of interest at intervals over a specified length of time, and
to repay the original loan on the expiration date. A bond investor lends money to the
issuer and in exchange, the issuer promises to repay the loan amount on a specified
maturity date.
Q. What is a Debenture?
A. It is a Bond issued by a company bearing a fixed rate of interest usually payable half-
yearly on specific dates and principal amount repayable on a particular date on
redemption of the debentures. Debentures are normally secured/charged against the asset
of the company in favor of debenture holder.
Q. What is a Stock Exchange ?
A. A Stock Exchange is a place where the buyer and seller meet to trade in shares in an
organized manner. There are at present 25 recognized stock exchanges in the country that
are governed by the Securities Contact (Regulation) Act, 1956.
Q. What shares can I buy?
A. You can buy the shares that are listed on any of the recognized Stock Exchanges.
Q. Whom should I contact for my Stock Market related transactions?
A. To be able to buy or sell shares in the stock markets a client would need to be
registered with a stock broker like Geojit Financial Services Ltd who holds membership
in stock exchanges and who is registered with SEBI.
Q. Am I required to sign any agreement with the broker or sub-broker?
A. Yes, you have to sign the “Member-Client agreement” for the purpose of engaging a
broker to execute trades on your behalf from time to time and furnish details relating to
yourself to enable the member to maintain Client Registration Form.
Q. What is a Member–Client Agreement form?
A. This form is an agreement entered into between client and broker in the presence of
witnesses wherein the client agrees (is desirous) to trade/invest in the securities listed on
the concerned Exchange through the broker after being satisfied of broker’s capabilities
to deal in the same.
Q. What is Buying and Selling?
A. There are several types of orders that you can dictate to a broker. The most common
type, which is a regular buy or sell order, is called a market order. Another type of order
is a limit order wherein you ask the broker to trade only if the price reaches a specific
level. In a stop order, you tell the broker to sell your shares if the price drops to a certain
level to prevent significant loss because if it drops to that level it is likely to drop further
and your losses are likely to increase.
Q. How do I place my orders?
A. Trading can be done via the phone or by coming in person to the office of Geojit or
through any other facility provided by Geojit like Internet trading. The dealer (employee
of Geojit who is supposed to input the investors order into the stock exchange order
system) after checking the authenticity of the person calling and after checking the
margin available in the account would put/enter the order into the stock exchange system.
Q. What is meant by bullish and bearish trend?
A. When the market goes up it is called a bullish trend and when the market goes down
it is called a bearish trend.
Q. What is taking a position?
A. When you act upon a stock and buy into it, you are taking a position. A position is an
amount of money committed to an investment in anticipation of favorable price
movements.

There are two kinds of positions : -


a) Long positions are what most people do. When you buy long, that means you are
anticipating an upward movement in the price, and that is how you profit. People usually
buy stocks at prices expecting to sell them later at higher prices and hence make profits.

b) Short positions are the tricky ones. When you buy short, you are anticipating a fall in
the price and the fall is the source of your profits. The shares will be sold and when the
price falls they will be repurchased and given back and the difference is the where the
investor profits. Of course, the investor who borrowed the shares carries the risk of not
having the price move as anticipated, in which case he may lose money in repurchasing
the stocks.
Q. What is an index?
A. An index is a stock-market indicator created as a statistical measure of the
performance of an entire market or segment of a market based on a sample of securities
from the market. An index is thus a means to evaluate the overall performance of a
market or of a segment of the market. An index measures aggregate market movements.
Apart from being a general market indicator, indices are used as a benchmark to evaluate
individual portfolio performance. Professional money managers will always try to
outperform the market, i.e. they will always try to do better than the indices. For example,
if the value of a portfolio moves up by 10% while the index moved up by only 5% then
the portfolio is doing better than the market.

We have 2 renowned indices viz.


(a) BSE Sensitive (BSE Sensex) and
(b) S&P Nifty 50 (Nifty)
BSE Sensex comprises of 30 large-cap companies. As the name suggests, it is a premier
index on Bombay Stock Exchange (BSE). Nifty comprises of 50 large-cap companies on
the National Stock Exchange (NSE).
Q. What is Methodology of trades?
A. The market watch, i.e the screen kept open normally on the trade screen would show
the following columns -
1. Best bid price 2. Best bid quantity 3. Best offer price 4. Best offer quantity 5. Last
traded price

The first 2 columns as given above show the available buyers for a particular share in the
stock exchange and the next 2 columns show the available sellers, and the fifth column
shows the price at which the last trade took place. Hence when a investor wants to buy a
share at “market price” ideally the 3rd and the 4th column would depict how many shares
one can get at a stipulated price. The client can also put a limit price order which would
sit in the order book till it reaches a price time priority when the trade can be executed.
Q. What is a Contract Note?
Contract Note is a confirmation of trades done on a particular day on behalf of the client.
It establishes a legally enforceable relationship between the client and Geojit with respect
to the settlement of the trades. The Contract Note would show settlement number, order
number, trade number, time of trade, quantity and price of the trades, brokerage charged,
etc and it would be signed by an authorised person of Geojit.
Q. What is pay-in day and pay-out day?
Pay-in day is the day when the broker shall make payment or delivery of securities to the
exchange. Pay-out day is the day when the exchange makes payment or delivery of
securities to the broker.
Q. What is a depository?
A. A depository can be compared to a bank. A depository holds securities (like shares,
debentures, bonds, Government Securities, units etc.) of investors in electronic form.
Besides holding securities, a depository also provides services related to transactions in
securities. There are two main depositories in India, namely, a) National Securities
Depository Ltd. (NSDL) and b) Central Depository Securities Ltd. (CDSL), both of
which are regulated by SEBI. Geojit Financial Services Ltd is a Depository Participant of
NSDL and will hold your securities in electronic form.
Q. What should I do when I want to open an account with a DP?
A. You can approach Geojit Financial Services Ltd or any DP of your choice and fill up
an account opening form. At the time of opening an account, you have to sign an
agreement with DP in a NSDL prescribed standard agreement, which details your and
your DP’s rights and duties.
Q. What do you mean by ‘Market Trades’ and ‘Off Market Trades’?
A. Any trade settled through a clearing corporation is termed as a ‘Market Trade’.
These trades are done through stock brokers on a stock exchange. ‘Off Market Trade’ is
one which is settled directly between two parties without the involvement of a clearing
corporation. The same delivery instruction slip can be used either for market trade or off-
market trade by ticking one of the two options.
Q. How do I deliver or receive shares to or from Geojit?
A. In case of sales, the investor would need to transfer the shares to the pool account of
Geojit for the specified settlement number. The pool account number for shares sold
on BSE is IN603287 and for NSE it is IN506594. The delivery should necessarily come
from the demat account of the investor and not from any other person. Similarly Geojit
would directly transfer shares bought to the account of the investor.
Q. How do I make or receive payments to or from Geojit?
A. Payments to Geojit has to be made via a Account Payee cheque/Demand Draft in
favor of Geojit Financial Services Ltd. The payment should necessarily come from the
bank account of the investor and not from any other person. Similarly Geojit would pay
an Account Payee cheque in the name of the investor, which will also contain the Bank
name and account number of the client.
Q. How long does it take to receive my money for a sale transaction and my shares
for a buy transaction?
A. The pay-out of funds and securities to the clients by Geojit will be within 24 hours of
the pay-out.
Q. What is a Rolling Settlement?
A. In a Rolling Settlement trades executed during the day are settled based on the net
obligations for the day. In NSE and BSE, the trades pertaining to the rolling settlement
are settled on a T+2 day basis where T stands for the trade day. Hence trades executed on
a Monday are typically settled on the following Wednesday (considering 2 working days
from the trade day). The funds and securities pay-in and pay-out are carried out on T+2
day.
Q. What is an Auction?
A. The securities are put up for auction by the Exchange on account of non-delivery of
securities by the selling trading member to ensure that the buying trading member
receives the securities due to him. The non-delivery by the trading member could arise on
account of short delivery. The Exchange purchases the requisite quantity in the Auction
Market and gives them to the buying trading member.
Q. What happens if I could not make the payment of money or deliver shares on the
pay-in day?
A. In case of purchase on your behalf, the member broker has the liberty to close out
transactions by selling securities in case you fail to make full payment to the broker for
the execution of contract before pay-in day as fixed by Stock Exchange for the concerned
settlement period unless you already have an equivalent credit with the broker. The
shortages in case of sales are met through auction process and the difference in price
indicated in Contract Note and price received through auction is paid by member to the
Exchange which is then liable to be recovered from the client.
In both the cases any loss in transactions will be deductible from the margin money paid
by you.
Q. What happens if the shares are not bought in the auction?
A. If the shares could not be bought in the auction i.e. if shares are not offered for sale in
the auction, the transactions are closed out as per SEBI guidelines. The guidelines
stipulate that “the close out price will be the highest price recorded in that scrip on the
exchange in the settlement in which the concerned contract was entered into and upto the
date of auction/close out OR 20% above the official closing price on the exchange on the
day on which auction offers are called for, whichever is higher.”

Since in the rolling settlement the auction and the close out takes place during trading
hours the reference price in the rolling settlement for close out procedures would be taken
as the previous day’s closing price.
Q. What happens if I do not get my money or share on the due date?
A. In case a broker fails to deliver to you in time and make the proper payment of
money/shares or you have a complaint against the conduct of the broker, you can file a
complaint with the respective stock exchange. The exchange is required to resolve all
complaints. To resolve the dispute the complainant can also resort to arbitration as
provided on the reverse of Contract Note /Purchase or Sale Note. However, if the
complaint is not addressed by the Stock Exchanges or is unduly delayed then the
complaints along with supporting documents may be forwarded to Secondary Market
Department of SEBI. Your complaint would be followed up with the exchanges for
expeditious redressal.

In case of a complaint against a sub-broker, for redressal the complaint may be forwarded
to the concerned broker with whom the subbroker is affiliated.
Q. What are the additional charges other than brokerage that can be levied on the
investor?
A. The trading member can charge:
1. Securities Transaction Tax.
2. Service tax as applicable.
3. Transaction charges levied by NSE, Stamp duty and other charges directly attributable
to the transaction.
Note : The brokerage and service tax is indicated separately in the contract note.
Q. How are margins paid?
A. Exchange prescribes margin rules from time to time, which currently are calculated on
the Value at Risk model. Margins are to be paid by the investor before placing the order.
Q. What are the rights of the investor?
A. The right to get -
Proof of price/brokerage charged, Money/shares on time, Statement of Accounts and
Contract Note from trading member.
Q. What are the obligations of the investor?
A. The obligation to -
Sign a proper Member-Constituent Agreement
Possess a valid contract or purchase/sale note
Deliver securities & make payment on time
Provide Margin before trade
Q. What are the various kinds of accounts that I need to trade via Internet with
Geojit?
A. Three kinds of accounts are required to be able to trade on-line. They are:
a) E-Broking account with Geojit Financial Services Ltd
b) Depository Participant (DP) account with Geojit Financial Services Ltd
c) Bank account which has developed an interface with “Geojit Financial Services Ltd”
i.e. designated banks like HDFC Bank, UTI Bank, Citi Bank.
Q. What are the tax implications of investing in Indian equities?
A. Tax rates on investments gains are categorized as long term & short term capital gains.

(a) Long term capital gains Long Term investments that are held for more than 12 months
are termed as long term capital assets. Profit on sale of such assets is termed as long term
capital gain (LTCG) which as per the latest Budget notification will attract nil tax.

(b) Short term capital gains


Shares that are held for less than 12 months are classified as short term capital assets
which as per the latest Budget notification will attract 10% tax.
Q. Who is a Portfolio Manager?
A. Any person who pursuant to a contract or arrangement with a client, advises or directs
or undertakes on behalf of the client (whether as a discretionary portfolio manager or
otherwise) the management or administration of a portfolio of securities or the funds of
the client, as the case may be is a Portfolio Manager.
Geojit is a SEBI Registered Portfolio Manager (Reg. No.INP000000316) that offers
Discretionary Portfolio Management Services to Residents who can invest a minimum of
Rs.10 lakhs and for Non-Residents who can invest a minimum of Rs. 25 lakhs.
EQUITY PRODUCTS

Geojit BNP Paribas, a member of NSE and BSE, has a network of over 500 branches in India and abroad, rendering quality equity
trading services. Geojit BNP Paribas not only has a strong offline presence but also provides automated online trading services.

Geojit BNP Paribas also provides a Call & Trade facility to its customers wherein they can place and track their orders through our
dedicated Call Centre Desk by dialling the toll free number 1800-425-5501 or 91-484-2405822 (Standard Rates Apply).

Geojit BNP Paribas's retail spread caters to the need of individual investors. Trading in equities is made simple, safe and interesting
with smart advice from the research desk through daily SMS alerts, market pointers, periodical research reports, stock
recommendations and customer meets organized frequently.

The online trading system allows customers to track the markets by setting up their own market watch, receiving research tips, stock
alerts, real-time charts and news and many more features enable the customer to take informed decisions.

The brokerage structure* makes Geojit BNP Paribas's Online trading all the more attractive:

• 0.03% for day trading (applicable on both sides)

• 0.30% for delivery


* Applicable to Ordinary Resident account only

ONLINE TRADING FEATURES


Pioneer
In the year 2000, Geojit BNP Paribas pioneered the simple concept of providing individuals with the
facility to trade online. This revolution has given the company the first mover advantage in online
trading.

 Safety

Every client is provided with a User Name and Password with 128 bit encryption along with a virtual
keyboard to provide the highest level of security.

 Multiple bank payment gateways

Transfer money online in real-time to benefit from price movements in the market. Current payment
gateways:
HDFC Bank, ICICI Bank, Citibank, Federal Bank, Bank of India, IDBI Bank, Punjab National Bank
Union Bank.

 Automated NEFT Facility through Citi Bank

Buying power is updated automatically once the amount is received in the bank account.

 Reduced Brokerage

Brokerage fees are very competitive and fair.


You pay less for higher volumes.
After market Hour Orders (offline indicates to place order in branches, hence confusing)
If you are unable to participate in the market, place your orders after the market has closed. It will be
sent to the Exchange on the next working day.

 Other Investment Products

Access to IPO’s, Mutual Funds on a single click.

 Equity Exposure

Day Trading
Exposure against Holdings
Purchase positions will be closed if payments are not made within 4 days, as applicable in branches.

 Customer Care Website


• Provided to all Online and Offline clients
• Provision to apply for Online IPO
• Access to Ledger, Demat holding, Portfolio tracker, Contract notes etc.
• Transaction details of Cash, Derivatives & Currency
• Facility to subscribe for SMS or change of platform
• Information related to support, resistance of each scrip
• Facility for Payout request , details of FAO rollover and Margin Requirement
• Information regarding scrips available for intraday and margin applicable for each scrip.
• Toll Free numbers 1800–425–5501 and 1800-103-5501 are accessible from most mobile and
land line service providers.
• E-mail service supported by Customer Care Centre.
• Additional support of Geojit BNP Paribas branches.
 Portfolio Margin System

FAO Span Margin is calculated in real time. Hedging positions are identified correctly in this system

 Customized Services

Subscription services are available for daily research and recommendations, daily demat holdings,
market tips and daily calls via SMS. And much more!

 Graphs & Research Tools

Take informed investment / trading decisions using Graphs, Technical analysis, Reuters news, etc. at
zero cost.

 Technical Analysis

Technical analysis, with support and resistance for BSE 200 Index scrips, is offered FREE to all onlin
clients.

TRADING PLATFORM

Terms & Conditions and POA*:

• Enhanced Buying Power (in Cash Segment for delivery and intra-day trading)
against demat holdings, and unsettled shares purchased in previous settlement.
• Pledge shares with Geojit BNPP or with NSCCL to enhance your Buying Power
in Futures & Options Segment, as applicable in branches.
• Purchase positions will be closed if payments are not made within 4 days, as
applicable in branches.
• You can now place your order through the channel of your convenience i.e.
Internet or at your Branch or via the Call Center.
• Intra-day Margin percentage will be the same as that applicable in branches.
• Intra-day open positions taken through any channel will be squared-off at the cut-
off time for Online Clients.

• Many more features...


*Applicable to Ordinary Resident account only
As a client, you may select from any of the three trading platforms that Geojit BNP
Paribas offers as per your requirement:

i) FLIP Lite

ii) FLIP Gold

iii) FLIP Platinum

MUTUAL FUND

At Geojit BNP Paribas you get to choose the mutual fund schemes that best suit your
requirements from over 700 schemes offered by more than 33 different Asset
Management Companies. Our exclusive research will help you to make the right choice
from the various schemes on offer.
Purchase and redemption of mutual funds is now much simpler. All you need to do is to
log online into our trading site. Currently, online investment in mutual funds can be done
through the following mutual fund houses -

• SBI
• Franklin Templeton

• HDFC
To start investing through us, fill in your contact details by clicking here and we will have
our representative meet you. You may also call 1800-425-5501 (toll free) or 0484-
2405822 (paid line). Alternatively, you can visit your nearest Geojit BNP Paribas branch.

Geojit BNP Paribas can help you to protect what you own and love.
Through our services you can insure your home, your family, your life, your health, your car and more!
Investment in home, auto, travel and health insurance is a single click away on your desktop. Alternatively,
you can dial our Customer Care Centre and use your debit/credit card for payment purposes. You could also
visit any of our 500 offices spread across India.
Geojit BNP Paribas represents more than one insurance company which enables us to offer you the right
investment solution according to your requirements. We will ensure that all your policies work to ensure that
you are fully covered. When you buy separate policies over a period of time you may not be clear about your
exact coverage. For example, you could be under-insured in some areas while overlapping policies could
make you over-insured in others. Whatever be the case, Geojit BNP Paribas's representative will review your
policies and make sure that you have the right coverage and protection as per your needs.
If you need more information to help you choose the most appropriate plan, click here and fill in your details.
Our financial advisors will be glad to help.
For easy Insurance Investments, please call Toll-Free Number : 1800-425-5501 or Paid line Number : 91 -
484 - 2405822 or click here to invest online.

CURRENCY FUTURES

Add Currency Derivatives to your portfolio


Investment in currency derivatives has a low correlation to stocks and bonds. Such investment could
therefore help you to further diversify your portfolio beyond traditional asset classes. We now offer all you
Resident Indians an investment opportunity to diversify your portfolio by trading in Currency Derivatives.
Geojit BNP Paribas, the 1st stock broker to offer online services in Equity and F&O, now also offers
Currency Derivatives online trading facility. You can trade according to your convenience either from your
home/office or at any of our 500 offices across India. You may also call our Customer Care on 1800-425-
5501(toll free).

What makes Geojit BNP Paribas online Currency Derivatives special?


Our expertise, effective guidance and very competitive fees will ensure your enjoyment of a hassle free
online currency derivatives trading experience.
Firstly, backed by our 9 years of expertise in online trading, we provide advanced online Currency
Derivatives facilities in a simple way that is convenient to use.
Secondly, with effective guidance by our exclusive research team our clients have been able to trade
efficiently resulting in Geojit BNP Paribas having leadership in this market segment.
Thirdly, we provide value for money; our commissions are as low as Rs 10 per lot.

To start investing through us, fill in your contact details by clicking here and we will have our representative
meet you. You may also call 1800-425-5501 (toll free) or 0484-2405822 (paid line). Alternatively, you can
visit your nearest Geojit BNP Paribas branch.

PMS

Investment Objective
To generate medium to long-term capital growth (2-3 years) by identifying undervalued
stocks and those with growth opportunities from a select list of well researched stocks.

Strategy
Identifying growth stocks from a select list through extensive research.

Minimum Investment
Rs.10 lakhs for resident Indians and Rs.25 lakhs for Non-Resident Indians.
Reports
Portfolio and NAV are communicated bi-weekly via e-mail.

Risk factors
As the stocks are normally held for medium to long term, the net asset value will be
affected by market volatility.

PMS fee
Option 1: 3% p.a. (charged @0.75% at the end of every quarter on the average of
beginning and ending NAV)
Option 2: 1% p.a. (charged @0.25% at the end of every quarter on the average of
beginning and ending NAV) and performance fee

Performance fee
20% on gain in NAV over and above 12% p.a. based on the high watermark concept
charged at the end of the year or on withdrawal.

For Further Contact, Please Click Here

Anda mungkin juga menyukai