Angel Broking

Angel Broking's tryst with excellence in customer relations began in 1987. Today, Angel
has emerged as one of the most respected Stock-Broking and Wealth Management
Companies in India. With its unique retail-focused stock trading business model, Angel is
committed to providing ‘Real Value for Money’ to all its clients.
The Angel Group is a member of the Bombay Stock Exchange (BSE), National Stock
Exchange (NSE) and the two leading Commodity Exchanges in the country: NCDEX & MCX.
Angel is also registered as a Depository Participant with CDSL.
Our Business

 Equity Trading
 Commodities
 Portfolio Management Services
 Mutual Funds
 Life Insurance
 Personal Loans
 IPO
 Depository Services
 Investment Advisory

Angel Group

 Angel Broking Ltd.

 Angel Commodities Broking Ltd.
 Angel Securities Ltd.

Core Values

Our Vision

To provide best value for money to investors through

innovative products, trading/investments strategies, state
of the art technology and personalized service.
Our Motto

To have complete harmony between quality-in-process and

continuous improvement to deliver exceptional service that will
delight our Customers and Clients.

Our CRM Policy : Customer is King

“A Customer is the most Important Visitor on our

premises. He is not dependent on us, but we are
dependent on him. He is not an interruption in our work.
He is the purpose of it. He is not an outsider in our
business. He is part of it. We are not doing him a favour by
serving him. He is doing us a favour by giving us an
opportunity to do so.”
- Mahatma Gandhi
Business Philosophy

 Ethical practices & transparency in all our dealings

 Customers interest above our own
 Always deliver what we promise
 Effective cost management

Our Quality Assurance Policy

We are committed to providing world-class products and services

which exceed
the expectations of our customers, achieved by teamwork and a process
of
continuous improvement.

Management
 Mr. Dinesh Thakkar Mr. Lalit Thakkar Mr. Amit Majumdar Mr. Sachinn Joshi
Founder, Chairman Managing Director Chief Strategy Officer Executive Director &
& - CFO
Managing Director Institutional
broking

Mr. Vinay Agrawal Mr. Nikhil Daxini Mr. Mudit Mr. Santanu Syam
Kulshreshtha
Executive Director Executive Director Executive Director - Executive Director
Equity Broking - Business Intelligence – Operations
Sales and & Analytics
Marketing

Mr. Ketan Shah Ms. Pinky Kothari Mr. Naveen Mathur

Associate Director – Associate Director Associate Director -
Information - Commodities &
Technology Sales & Marketing Currencies
and B2B Business

Equity

Investing in shares or stock market is inarguably the best route to long-term wealth
accumulation. However, it can also be a very risky proposition due to high risk-return
trade-off prevalent in the stock market. Hence, it is more appropriate to take help of an
experienced and trustworthy expert who will guide you as to when, where and how to
invest.
Angel provides guidance in the exciting world of stock market with suitable trading
solutions and value-added tools and services to enhance your trading experience.
Online Trading

 Three different online products tailored for traders & investors

 Customized single screen Market Watch for multiple exchanges
 Real-time rates
 Flash news & intra-day calls
 Intra-day & historical charts with technical tools
 Online research
 E-broking & back-office software training

Quality Research

 Wide range of daily, weekly and special Research reports

 Expert Sector Analysts with professional industry experience

Advisory

 Real-time market information with News updates

 Investment Advisory services
 Dedicated Relationship Managers
 Portfolio Management Services

Support

 24x7 Web-enabled Back Office

 Centralized Help Desk
 Live Chat support system

Derivatives
The derivative segment is a highly lucrative market that gives investors an opportunity
to earn superlative profits (or losses) by paying a nominal amount of margin. Over past
few years, Future & Options segment has emerged as a popular medium for trading in
financial markets. Future contracts are available on Equities, Indices, Currency and
Commodities.
 Angel with its membership as Trading and Clearing Member of NSE F&O Segment
and BSE Derivatives Segment, provides you a gateway to the exciting world of
derivative market.

Coomdities
Commodities Derivative market has emerged as a new avenue for investors to create
wealth. Today, Commodities have evolved as the next best option after stocks and bonds
for diversifying the portfolio. Based on the fundamentals of demand and supply,
Commodities form a separate asset class offering investors, arbitrageurs and speculators
immense potential to earn returns.
Angel aims to harness the immense potential of the Commodities market by providing you
a simple yet effective interface, research and knowledge.
 The Angel Advantage
Angel provides user-friendly online platforms for commodity trading in the leading
commodity exchanges.
Online Trading

 Three different online products tailored for traders & investors

 Single screen customized Market-Watch for MCX & NCDEX with BSE & NSE
 Streaming quotes

Top quality Research

 In house research on more than 25 commodities

 Highly skilled Analysts with professional industry experience
 Daily, Weekly and Monthly Research Reports

Pro-active Relationship Management

 Active advisory desk

 Efficient & nationwide network
 Seminars, workshops and investment camps for investors

Life Insurance

Ensure your family’s well-being by securing their future with a life insurance policy. No
financial planning is complete without life insurance. Angel offers an array of life insurance
products like Term Plans, Endowment Plans, Money back Plans, Children Life Insurance
Plans and ULIP Plans to meet your individual insurance requirements.
The Angel Advantage

 Low and affordable Premium with maximum life cover

 Assistance at your doorstep
 Tailor made plans to suit your financial needs
 Help desk for all your queries
 Hassle free and transparent dealings

Mutual Funds

Investing in a Mutual fund is an excellent way of diversifying risk as well as portfolio. Angel
presents its Mutual fund services that strive to meet all your mutual fund investment
needs. We have a wide spectrum of investment schemes from all top mutual fund houses.
Angel also provides recommendations based on in-depth research, mutual fund
performance and mutual fund ratings to help meet your investment goals.
 The Angel Advantage

 Pan India presence

 Online and offline transaction facility
 Schemes from all major fund houses
 Latest MF News and Fund Manager views
 Latest New Fund Offers (NFO)
 Information and tools to help you select the right scheme
 Dedicated Customer Help desk
 24x7 Web-enabled Client Back Office

Depository Services

Enjoy the dual benefits of trading and depository services under one roof and experience
efficient, risk-free and prompt depository service. Angel is registered as a Depository
Participant with CDSL. We are also a member of the Bombay Stock Exchange (BSE),
National Stock Exchange (NSE) and the two leading Commodity Exchanges in the country–
NCDEX & MCX.
Angel Advantage

 Automated pay-in facility

 Access information – Anytime, Anywhere
 Quarterly demat statements with valuation
 Statements on demand
 View Demat A/C statement online
 Competitive transaction charges

Enjoy exclusive benefits by registering with us:

 No risk of loss, wrong transfer, mutilation or theft of share certificates

 Hassle free automated pay-in of your sell obligation with no need for physical
instruction
 Reduced paper work
 Speedy settlement process resulting in increased liquidity of your securities
 Instant disbursement of non-cash benefits like Bonus and Rights
 Efficient pledge mechanism
 Wide branch coverage
 Personalized services of trained Help desk
 No charges for extra Transaction statement and Holding statement
 Combined monthly 'Bill-cum-Transaction-cum-Holding-cum-Ledger' statement of
your investments

Portfolio Management Service is a highly customized service offering a range of investment

options best suited in the current market scenario. Angel offers professional Portfolio
 Management Service (PMS) to HNI’s who seek customized solutions to realize their
investment goals. Our Portfolio Managers are equipped to design an investment portfolio
across various investment avenues like Equities, Fixed Deposits, Bonds etc. in sync with
your unique needs.

PMS Products

Approach to PMS

 Diversification of portfolio for containing non systematic risks in equity market.

 Active risk management
 Active review and rebalancing
 Expert management
 Best Retail Broking House and Broking House with the Largest Distribution
Network – award by DNB (2009)
 Strong risk management
 Experienced and strong fund management team
 Efficient and personalized client servicing
 No entry load on investment
 No lock in period for the investment.
 Flexibility to switch from one strategy to other(Charges applicable)
 Additional purchase facility
 Withdrawal facility for any amount above 500000/-.

Benefits at Angel

 Investment in companies that have a strong competitive advantage over their peers
 Well laid-out investment philosophy
 Pro-active management of funds
 Dedicated Relationship Manager
 Quarterly newsletter from fund management team
 Committed parentage
 Minimum Investment:Rs.5Lacs and Multiples of Rs 1 thereof
 Mode- Either Cheque payment or Stock Transfer or combination thereof

Service Proposition

 Online-Access to Portfolio – Login Id and Password

 Monthly fund performance and fund manager ‘s views on e-mails
 Quarterly performance report statement in a new form
 CA certified Profit & Loss account and Balance Sheet of investments
 Dedicated fund coordinator for fund-related queries
 Centralized team of service coordinators for hassle-free servicing
 Event-based interaction with fund management team
 Servicing from large network of branches across India

Currency Trading

The global increase in trade and foreign investments has led to inter-connection of many
national economies. This and the resulting fluctuations in exchange rates, has created a
huge international market for Forex rendering investors another exciting avenue for
trading. The Forex market offers unmatched potential for profitable trading in any market
condition or any stage of the business cycle.
BENEFITS

 Low Commissions: Brokerage fees are very low as the market is highly competitive.
 No Middlemen : Futures/Options currency trading does away with the middleman
and allows clients to interact directly on the exchange platform.
 Standardized Lot Size : In the futures markets, exchanges determine lot or contract
sizes which are fixed in nature. This allows traders to trade in multiple lots.
 Low Transaction Cost : The retail transaction cost (the bid/ask spread) is typically
less than 0.1% under normal market conditions. In large deals, the spread could be as low
as 0.07%.
 High Liquidity : With an average trading volume of over $4 trillion per day, Forex
market has high liquidity. It means that a trader can enter or exit the market at will in
almost any market condition.
 Instant Transactions:This is a very advantageous by-product of high liquidity.
 Low Margin, High Leverage: These factors increase the potential for higher profits
(and losses).
 Online Access: The big boom in Forex came with the advent of online trading
platforms.
 Interbank Market: The backbone of the Forex market consists of a global network
of dealers. They are mainly major commercial banks that communicate and trade with one
another and with their clients through electronic networks and by telephone. There is no
organized exchange to serve as a central location to facilitate transactions the way the New
York Stock Exchange serves the equity markets. The Forex market operates in a manner
similar to that of the NASDAQ market in the United States. Thus, it is also referred to as an
over-the counter (OTC) market.
 Self-regulatory: The Forex market is so vast and has so many participants that no
single entity, not even a Central Bank, can control the market price for an extended period.
Even interventions by mighty Central Banks are becoming increasingly ineffectual and
short-lived. Thus, Central Banks are becoming less and less inclined to intervene and
manipulate currency prices.
 No Insider Trading: Because of the Forex market's size and non-centralized nature,
there is virtually no chance for ill effects caused by insider trading. Fraud possibilities, at
 least against the system as a whole, are significantly less than in any other financial
instruments.
 Limited Regulation: There is limited governmental influence via regulation in the
Forex markets, primarily because there is no centralized location or exchange.

NRI Services

Living in a foreign country never weakens the thread that binds you to your homeland.
Angel Broking understands the varied needs of the NRIs and value their patronage. We
offer a bouquet of products and services for NRIs.
Our Service Matrix:

 NRI services desk for personalized assistance to NRI and PIO clients
 Dedicated offline equity dealing desk
 Online equity trading platforms
 Depository services
 24x7 back office
 NRI investment advisory desk
 PMS
 IPO and mutual funds
 Insurance and personal loan solutions
 Banking support
 Pan Card assistance

Investment Advisory

Even a seasoned investor knows that effective timing of markets is not possible. Therefore,
professional and expert advice is essential to generate superior returns from the stock
market.

At Angel, we offer you investment advisory services with ternary objective of superior
returns, risk minimization and portfolio diversification. Supported by a highly specialized
and dedicated Research team, Angel follows a client-centric approach to offer customized
solutions.

Personalized Services

 One-to-One communication between client and Relationship Managers

 Effective investment advice and Research reports for clients
 Daily Calls before market hours

IPO
Online IPO provides clients the facility to conveniently apply for the various IPO’s without
any paper work. This electronic interface also allows online payment for IPO through 20
different banks.

Angel Broking offices are there in 13 states.

Corporate & Registered Office Marketing Office

G-1, Akruti Trade Center, Road No -7, 06th floor, Ackruti Star, MIDC, Andheri
MIDC, (E),
Andheri (E), Mumbai - 400 093. Mumbai – 400093.
Tel: (022) 2835 8800 / 3083 7700 Tel: (022) 3935 7600