Proficient Institutional Desk
An institutional trading desk is a desk where transactions for buying and selling securities occur on behalf of organizations (banks, institutions, etc.) involved in trading investment instruments such as equities, futures, commodities and currencies. We are open to offer solutions to individuals, corporates as well as institutions.
Single point service
Long-term wealth accumulation
Block deal executions
Multi strategy execution
Inclusive FPI services
Enhance the value of your investment with us
Our
Offerings
- Choice of various schemes from all major fund houses
- Online and offline transaction facility
- Web Based Online Client Back Office
- Low Transaction Costs
- Monthly MF insights
Benefits of Mutual Funds through us
- Fund Managers to take care of your investments.
- Information and guidance to select the right scheme
- Superior trading platform for multi exchange MF
- Unbiased advice backed by in-depth research
- Dedicated Customer Helpdesk
Eligible Securities for FPIs
Equity
- Listed equity shares, partly paid equity shares
- Preference shares
- Warrants
- Initial Public Offerings (IPO)
- Mutual Funds and ETF
Derivatives
- Equities
- Currency
- Interest Rate
Debt
- Bonds
- Non-convertible debentures
- Government securities
Alternate Investments
- Alternative Investment Funds (Category III AIF)
- Real Estate Investment Trusts (REIT)
- Infrastructure Investment Trusts (InvIT)
FPI Category Guidelines
Any applicant seeking registration as a foreign portfolio investor may apply in one of the categories as per the revised operational guidelines issued by SEBI in 2019
Category 1
- – Government/ government related investors like centralized banks or sovereign wealth funds.
- – Pension funds and university funds.
- – Appropriately regulated funds / entities such as banks, mutual funds, insurance companies, portfolio managers etc.
- – Entities / establishments from FATF member countries.
- – Unregulated funds where investment manager is from FATF countries.
SEBI fees: $3,000
Category 2
- – Regulated Funds that cannot be registered as Category I FPI
- – Charitable organizations
- – Family offices and Trusts
- – Individuals (other than NRI / OCI /RI)
- – Funds from non-FATF member countries
- – Endowments and foundations
- – Entities considered appropriate as per SEBI guidelines.
SEBI fees: $300
Contact us
Have an inquiry? We’ll be happy to assist you
033-40266326
23, R.N Mukherjee Road, BNCCI House, 4th Floor,
Kolkata-700001