Service Package for Associates 
Multi product offering: Other than equity
broking, the facility of dealing in various financial instruments like, Derivatives
trading of both exchanges, Mutual funds, New issues, PMS, Depositories, etc
shall be offered by PL to its Channel Partners
Access to timely information: Research
inputs, updates, quarterly results analysis, research ideas, forecasts, etc.
Daily Technical Picks: Roadmap for daily
trading. Best picks on the buy and sell sides, alongwith, the buy/sell price,
target price, stop loss, various supports and resistances, outstanding positions,
volumes, etc
“DRIPS”:A day-trading system wherein
the day is broken into multiple intervals and a trend per interval is forecasted
online dynamically. Day trading strategies for selective scrips are then recommended
according to the prevailing trend of that interval.
Notes on Morning Meets: Every morning
at 9 am, PL’s analysts and dealers have a meeting regarding the current affairs
and selective scrips view of the markets. A summarized note shall be sent to
you before market commences.
Daily dealer interaction: Our dealers
shall be in touch with you throughout the market hours thru chat mode and telephone.
Daily Derivatives Products: We shall
be sending you the strategies that you could initiate in the derivatives segment
on a daily basis. In addition, you shall be constantly connected to our derivatives
advisor thru chat mode thru out the market hours.
SMS/Chat: You shall get timely reporting
and analysis of the happenings in the market. The news coming on Reuters and
Bloomberg terminals shall be analyzed and disseminated to you thru chat mode
on a daily basis as and when they come. This ensures you to be more pro-active
and informed on your trading decisions. In addition to this, you shall also
be connected thru SMS mode, via mobile phones for vital information.
Seminars/educational support: Periodical
seminars, training sessions and forums shall be orgainized to provide education
and research ideas to your clients. Ex: we are currently conducting seminars
on Derivatives for sub-broker’s clients.
FII activity: In recent times, FII’s
have been getting a lot of importance in the markets. PL shall disseminate the
counters where FII activity is being witnessed. However, PL shall not name the
FII and the quantity.
Portfolio Management and
Advisory
For your high net-worth clients, PL shall provide one-on-one Portfolio management
services. For portfolios below the said amount, we shall assist you in manage
them at your end, based on the constant input of advisory and research at our
end.
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