1. Acquisition of new clients with margins.
2. Advise clients on equity, derivatives, mutual funds, bonds and other approved securities products.
3. Understand client financial goals, risk profile, and investment horizon before recommendations.
4. Execute trades and portfolio actions based on advisory strategy and market conditions.
5. Conduct regular portfolio reviews and provide clear market and performance updates.
6. Ensure strict adherence to SEBI regulations, internal policies and suitability norms.