Equity Trading
Build long-term wealth with expert equity insights.
Equity investing is one of the most rewarding and value-creating asset classes. By owning shares of quality companies, you participate directly in their growth and value creation. At Investeria, we transform in-depth research into practical investment strategies so that you can make confident, informed decisions in a dynamic stock market.
- Smart wealth creation – participate in the growth of India’s leading companies.
- High quality liquidity – buy or sell anytime based on your financial needs.
- Better returns – equities have historically outperformed traditional options.
- Diversified portfolio – build a balanced mix across sectors, market caps and themes.
New investors starting their equity journey, active traders who need fast execution, long-term investors building stable portfolios, and HNIs seeking premium, customised services can all benefit from a disciplined equity strategy with Investeria.
- Seamless online and dealer-assisted trading through our digital platforms and dealing desk.
- Expert research and insights with ideas aligned to your risk profile.
- Real-time portfolio tracking with alerts, reviews and regular updates.
- Fast, transparent execution backed by secure and compliant processes.
Use derivatives smartly to hedge and trade with precision.
Futures & Options on indices, stocks and currencies help active traders manage risk, express market views and fine‑tune their overall equity strategy. Their value is derived from underlying assets such as shares, indices, currencies or commodities.
- Hedge existing equity portfolios against market volatility.
- Take directional views with defined risk and capital.
- Design income strategies using options spreads.
- Access leverage with clear margin and risk frameworks.
Experienced traders and investors who understand market risks, use derivatives to hedge portfolios, fine‑tune exposure or implement advanced strategies in a disciplined, risk-aware manner.
- Advanced yet simple trading platforms with fast execution.
- Support for directional, hedging and income strategies.
- Timely market views and clear risk‑awareness guidance.
- Transparent margin policies, robust risk systems and a dedicated desk.
Equity Trading
Facilitates buying and selling shares of companies with high liquidity and transparency.
Equity Derivatives
Contracts that allow trading at predetermined prices on a future date, useful for hedging and trading opportunities.
Margin Trading Facility
Enables traders to amplify buying power through borrowed funds with disciplined risk management.
Algo / APIs
Automate rule-based trade executions using APIs and algorithmic strategies for consistent trading.
Why active traders prefer Investeria broking.
Combine research-backed equity ideas with disciplined derivatives execution under one integrated broking relationship. Get the tools, risk systems and support you need to trade with confidence.
- Single platform for equity delivery, intraday and F&O trading.
- Transparent charges and documented risk policies.
- Dedicated team to help you choose between equity and derivatives for your goals.
Built for active traders.
Research-led universe.
Dealer & RM support.
Aligned with regulations.
We are committed to giving our customers the best services and holding to our core values which always place our client’s interests first.
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Investors are advised to carefully read the Risk Disclosure Document prescribed by SEBI & FMC, along with the Do’s and Don’ts issued by the Exchanges, before investing.
- Beware of fixed/guaranteed/regular returns/ capital protection schemes. Brokers or their authorized persons or any of their associates are not authorized to offer fixed/guaranteed/regular returns/ capital protection on your investment or authorized to enter into any loan agreement with you to pay interest on the funds offered by you. Please note that in case of default of a member claim for funds or securities given to the broker under any arrangement/ agreement of indicative return will not be accepted by the relevant Committee of the Exchange as per the approved norms.
- Do not keep funds idle with the Stock Broker. Please note that your stock broker has to return the credit balance lying with them, within three working days in case you have not done any transaction within last 30 calendar days. Please note that in case of default of a Member, claim for funds and securities, without any transaction on the exchange will not be accepted by the relevant Committee of the Exchange as per the approved norms.
- Check the frequency of accounts settlement opted for. If you have opted for running account, please ensure that your broker settles your account and, in any case, not later than once in 90 days (or 30 days if you have opted for 30 days settlement). In case of declaration of trading member as defaulter, the claims of clients against such defaulter member would be subject to norms for eligibility of claims for compensation from IPF to the clients of the defaulter member. These norms are available on Exchange website at following link: https://www.nseindia.com/invest/about-defaulter-section .
- Brokers are not permitted to accept transfer of securities as margin. Securities offered as margin/ collateral MUST remain in the account of the client and can be pledged to the broker only by way of ‘margin pledge’, created in the Depository system. Clients are not permitted to place any securities with the broker or associate of the broker or authorized person of the broker for any reason. Broker can take securities belonging to clients only for settlement of securities sold by the client.
- Always keep your contact details viz. Mobile number/Email ID updated with the stock broker. Email and mobile number is mandatory and you must provide the same to your broker for updation in Exchange records. You must immediately take up the matter with Stock Broker/Exchange if you are not receiving the messages from Exchange/Depositories regularly.
- Don't ignore any emails/SMSs received from the Exchange for trades done by you. Verify the same with the Contract notes/Statement of accounts received from your broker and report discrepancy, if any, to your broker in writing immediately and if the Stock Broker does not respond, please take this up with the Exchange/Depositories forthwith.
- Check messages sent by Exchanges on a weekly basis regarding funds and securities balances reported by the trading member, compare it with the weekly statement of account sent by broker and immediately raise a concern to the exchange if you notice a discrepancy.
- Please do not transfer funds, for the purposes of trading to anyone, including an authorized person or an associate of the broker, other than a SEBI registered Stock broker.
- Sharing of trading credentials i.e. login id & passwords including OTP’s is prohibited.
- Trading in leveraged products like options without proper understanding could lead to losses. Please trade at your own risk.
- Writing/ selling options or trading in option strategies based on tips, without basic knowledge & understanding of the product and its risks could lead to losses.
- Dealing in unsolicited tips through WhatsApp, Telegram, YouTube, Facebook, SMS, calls, etc should be avoided.
- Trading in “Options” based on recommendations from unauthorised / unregistered investment advisors and influencers should be avoided.
Awareness regarding guidelines regarding 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 & 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
- Pay 20% upfront margin of the transaction value to trade in cash market segment
- Investors may please refer to the Exchange's Frequently Asked Questions (FAQs) and other guidelines issued from time to time in this regard
- Check your Securities /MF/ Bonds in the consolidated account statement issued by NSDL/CDSL every month
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.
Disclaimer:
- Investment in the securities market is subject to market risks, read all the related documents carefully before investing.
- Brokerage will not exceed SEBI prescribed limit.
- Please refer to the Risk Disclosure Document issued by SEBI and go through the Rights and Obligations and Do's and Don'ts issued by Stock Exchanges and Depositories before trading on the Stock Exchanges.
- For commodities derivatives please note that Commodities Derivatives are highly leveraged instruments.
- Before investing in the asset class consider your investment objectives, level of experience and risk appetite carefully.
- Mutual fund investments are subject to market risks, read all scheme related documents carefully. Mutual Funds are not an approved product of the Exchanges and any dispute related to this will not be dealt at Exchange platform.
Risk Disclosures
RISK DISCLOSURES ON DERIVATIVES
- 9 out of 10 individual traders in equity Futures and Options Segment, incurred net losses.
- On an average, loss makers registered net trading loss close to ₹ 50,000.
- Over and above the net trading losses incurred, loss makers expended an additional 28% of net trading losses as transaction costs.
- Those making net trading profits, incurred between 15% to 50% of such profits as transaction cost.
Source: SEBI study dated January 25, 2023
Filing Complaints on SCORES – Easy & Quick
- Register on SCORES portal
- Mandatory details for filing complaints on SCORES: Name, PAN, Address, Mobile Number, Email ID
- Benefits: Effective communication and speedy redressal of grievances
- If you want to register your complaint through SEBI SCORES portal, please click here .