The Firm
Istaa Finserv is a leading stock broking firm dedicated to providing top-tier financial services to investors and traders worldwide. Established in 2011, we have built a reputation for excellence, trustworthiness, and innovation in the financial industry.
Crafting Wealth: Our Artistry in Financial Prosperity
At Istaa, we view the process of building financial prosperity as an art form—an intricate craft that we've mastered over years of experience and dedication. We take pride in "crafting wealth" for our clients, and this concept goes far beyond mere financial management; it embodies our holistic approach to wealth creation.
We understand that each investor is distinctive. That's why we adopt a highly personalized approach, working closely with you to craft investment strategies that are tailor-made for your risk tolerance, time horizon, and financial aspirations.
We understand that behind every trade is a person with unique goals and dreams. Our approach is personal, and we take the time to get to know you, your aspirations, and your concerns. We are not just your stock brokers; we are your financial confidants.
Trust is the foundation of our relationship. We are committed to transparency, honesty, and integrity in all our interactions, ensuring that you have a clear understanding of your investments and their performance. You can rely on us to act in your best interests, always.
Our commitment to you extends beyond the short term. We are here for the long haul, dedicated to helping you achieve your financial dreams and securing your future. Your success is our long-term commitment.
We provide an environment where exceptional talent has the opportunity to flourish. Our professionals are continuously trained to stay at the forefront of the industry. This commitment to their development ensures that our clients receive the highest level of expertise and service, while our employees also experience growth and fulfilment.
At Istaa, we specialize and take pride in catering to a diverse clientele within the stock broking landscape. Each segments is unique, and our approach is finely tuned to address their distinct financial objectives, risk tolerance levels, and investment preferences. Our team at Istaa is here to provide you with expert guidance and support, ensuring a clear path to success in the dynamic world of stock markets.
Our commitment to retail investors is unwavering. Whether you're taking your first steps into the stock market or seeking to diversify your portfolio, we provide personalized guidance and tailored stock trading recommendations to align with your unique financial goals.
For individuals with substantial financial resources and complex investment needs, our services are designed to offer advanced and sophisticated solutions. We understand the nuances of managing wealth and can help optimize your investments to achieve your objectives.
We extend our expertise to NRIs who wish to participate in the Indian stock market. Our specialized knowledge ensures that your stock investments in India are not only lucrative but also compliant with regulatory requirements, making the process seamless and profitable.
We are equipped to serve institutional investors, including businesses, organizations, and funds, with specific stock broking needs. Our services are meticulously tailored to meet the unique financial goals and risk management requirements of institutions.
Our commitment to retail investors is unwavering. Whether you're taking your first steps into the stock market or seeking to diversify your portfolio, we provide personalized guidance and tailored stock trading recommendations to align with your unique financial goals.
For individuals with substantial financial resources and complex investment needs, our services are designed to offer advanced and sophisticated solutions. We understand the nuances of managing significant wealth and can help you optimize your stock investments to achieve your financial objectives.
We extend our expertise to NRIs who wish to participate in the Indian stock market. Our specialized knowledge ensures that your stock investments in India are not only lucrative but also compliant with regulatory requirements, making the process seamless and profitable.
We are equally equipped to serve institutional investors, including businesses, organizations, and funds, with specific stock broking needs. Our services are tailored to meet the unique financial goals and risk management requirements of institutions within the realm of stock trading.
“Know what you own, and know why you own it”
- Peter Lynch
Our values are not just words on a page; they are the foundation of our company's identity. They guide our decision-making, shape our corporate culture, and inspire us to achieve our mission of excellence, integrity, and positive community impact. As we continue to grow and evolve, these values will remain the compass that directs our path forward.
We operate with the highest standards of honesty and ethical conduct. Trust and transparency are the cornerstones of our relationships with clients, partners, and team members.
Our clients' goals are not just priorities; they are the driving force behind everything we do. We are dedicated to understanding their unique requirements and delivering solutions that exceed their expectations.
We are unwavering in our commitment to deliver services of exceptional quality. Our pursuit of excellence extends to all aspects of our operations, ensuring that we consistently provide the best for our clients.
We believe that diversity is our strength. Our culture is built on mutual respect and inclusivity, valuing the unique perspectives and contributions of every individual within our organization.
Making an impact is more than just a commitment for us; it's a fundamental part of our identity. Beyond our business goals, we have a broader purpose to make a positive impact on our community.
Revised Guidelines on Margin Collection
Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f September 1, 2020. Update your mobile number & E mail Id with your stock broker/depository participant and receive OTP directly from depository on your E Mail Id and/or mobile number to create pledge. Pay 20% upfront margin on the transaction value to trade in cash market segment. Investor may please refer to the Exchanges FAQs issued vide circular referane NSE/INSP/45191 dated July 31, 2020 and NSE/INSP/45534 dated August 31, 2020 and other guidelines issued time to time in this regard. Check your Securities/MF/Bonds in the consolidated account statement issued by NSDL/CDSL every month.
Advisory KYC
Advisory – KYC Compliance - All investors are requested to take note that 6 KYC attributes i.e. Name, PAN, Address, Mobile Number, Email id and Income Range have been made mandatory. Investors availing custodian services will be additionally required to update the custodian details. The last date to update KYC is on or before March 31, 2022. Thereafter non-compliant trading accounts will be blocked for trading by the Exchange. The non-compliant demat accounts will be frozen for debits by Depository Participant or Depository. On submission of the necessary information to the stockbroker and updation of the same by the stockbroker in the Exchange systems and approval by the Exchange, the blocked trading accounts shall be unblocked by the Exchange on T+1 trading day. The demat account shall be unfreezed once the investor submits the deficient KYC details and the same is captured by the depository participant in the depository system. To ensure smooth settlement of trades, the investors are requested to ensure that both the trading and demat accounts are compliant with respect to the KYC requirement. The investors are hereby requested to comply with the regulatory guidelines issued by Exchanges and Depositories from time to time with regard to KYC compliance and related requirements.
Precaution for Clients dealing in Options
Sharing of trading credentials – login id & passwords including OTPs. Trading in leveraged products like options without proper understanding, which could lead to losses. Writing/ selling options or trading in option strategies based on tips, without basic knowledge & understanding of the product and its risks. Dealing with unsolicited tips through WhatsApp, Telegram, YouTube, Facebook, SMS, calls, etc. Trading in “Options” based on recommendations from unauthorized/ unregistered investment advisors and influencers.
Advisory - Investors
Attention to the Investors
Regulatory Content | NSE | NSE Vernacular | BSE | BSE Vernacular | CDSL | CDSL e-Voting | NSDL e-Voting | ODR Portal | Investor Charter | Authorised Person Details | KMP Details | Risk Disclosure on Derivatives | NCL Collateral | Privacy Policy | Scores | Miscellaneous
Follow the steps stated below:
Name
PAN
Address
Mobile Number
E-Mail ID
Effective Communication
Speedy redressal of the grievances
12-A/4 New Sion CHS LTD, Sion (W), Mumbai – 400022.
301 Sagar Avenue, S.V. Road, Andheri (W), Mumbai – 400058.
INZ000220334.
CIN: U66120MH2000PTC124971.