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Invite a client, friend or a colleague  to open an account online

This option allows to send a targeted invitation to a specific client with their name via SMS or Email. 

This option allows you to auto-generate a message with a link that you can share with multiple clients. All accounts opened via this auto-generated link will be mapped to you. 

Who can i Invite?​

You can invite individuals / non-individuals / NRI's to open an account. 

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Will the account opening be completely online or does it require paperwork?

Trading and demat a/c's of resident individuals having a valid Aadhar card with the mobile or email details linked to details will be able to open an account online & completely paperless. Non-individuals & NRI's will require paperwork. 

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Will PM Securities be informed when I invite a client?

Yes, when you send an invitation to the client, the link sent to the client is associated to your name & phone number. So, when the client completes the account opening PM Securities will be able to track that client was via your reference. 

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Got queries?

You can reach us at onboarding@pmsec.in or on 022-62554716 for any queries related to account opening.

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Contact us

Resources

Registered Office: 701, PJ Towers, Dalal Street, Fort, Mumbai 400001.

Corporate Office: 411 Atlantic Commercial Towers, RB Mehta Road, Ghatkopar (E), Mumbai-400077

Pankaj Mangaldas Securities: SEBI Reg. No.: INZ000206433 | CDSL: IN-DP-1662015 | CIN: U67120MH1998PTC116967 | GSTIN: 27AABCP0578N1Z0 | PAN: AABCP0578N

Please ensure you carefully read the Risk Disclosure Document as prescribed by SEBI.

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Attention Investors: Prevent unauthorized transactions in your demat account. Update your mobile number with your depository participant. Receive alerts on your registered mobile number for debit and other important transactions in your demat account directly from CDSL on the same day. Prevent unauthorized transactions in your trading account. Update your mobile numbers/email address with your stock brokers. Receive information of your transactions directly from the Exchange on your mobile/email at the end of the day. This is 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. As a business we don't give stock tips, and have not authorized anyone to trade on behalf of others. 

Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors

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“Attention Investors

1. Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020.

2. Update your mobile number & email Id with your stock broker/depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge.

3. Pay 20% upfront margin of the transaction value to trade in cash market segment.

4. Investors may please refer to the Exchange's Frequently Asked Questions (FAQs) issued vide circular reference NSE/INSP/45191 dated July 31, 2020 and NSE/INSP/45534 dated August 31, 2020 and other guidelines issued from time to time in this regard.

5. Check your Securities /MF/ Bonds in the consolidated account statement issued by NSDL/CDSL every month.......... Issued in the interest of Investors"

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Filing compliant on SCORES – Easy & quick

a. Register on SCORES portal

b. Mandatory details for filing complaints on SCORES I. Name, PAN, Address, Mobile Number, E-mail ID

c. Benefits: i. Effective Communication ii. Speedy redressal of the grievances 

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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.

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Download Client Registration Documents (Rights & Obligations, Risk Disclosure Document, Do's & Don'ts) in Vernacular Languages. BSE |  NSE

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Compliance officer: Urvi Pokar | Email: compliance@pmsec.in

For any grievance/dispute contact us at Email:  grievance@pmsec.in

CDSL E-voting Link: https://evoting.cdslindia.com/Evoting/EvotingLogin

NSDL E-voting Link: https://www.evoting.nsdl.com/

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