smifs

Stewart And Mackertich Wealth Management Ltd

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Partner Us

Our approach towards our Business Partner is that of them being a shoulder to share responsibilities in the Mission of “Powering your Wealth”, an effort through expanding our Brand, Product and Services to the investors as a member of Stewart & Mackertich family. All that we seek from our Business Partners is passion for Growth and intense spirit of Entrepreneurship. Following are our different business products & services and aspects made to suit your individual need to help you grow:

Comprehensive On boarding Support

Stewart & Mackertich believe in beginning the journey with the right spirit & motivation in building up strong bonds with each of our Business Partners and groom the partnership with all the right resources to grow the business. This is also what sets us apart from the market competition.

Focused and time-bound approach to help onboard initial set of new clients or migrate from your existing setup

Dedicated onboarding desk of operations team for smooth transition

Knowledge support for better understanding of systems and processes related to Back Office Operations &Risk Management Systems

Extended Business Support

To help our Business Partners begin the growth Process, we provide extended business development support through the following

Dedicated Product Specialists, Experienced Professionals and personalized meetings of these experts with Business Partners and their end clients to not only pitch large avenues of investment solutions and financial services under one roof, but also to ensure a bigger allocation of the client's money to achieve sustainable financial growth

Client acquisition support with strategy, tactics, leads, startup kit, marketing collaterals, events & seminars.

Local marketing strategy as per Business Partner's strengths and opportunities in the market

Robust Risk Management System

Effective risk management plays a crucial role in any company's pursuit of financial stability and superior performance. To avoid the risks and losses associated in the investment field, we have developed a Risk Management System which is unmatched in the market.

Centralized real-time risk monitoring & control system with in-built system driven alerts & controls to support branch & client level exposures& margin factors.

The system consists of various automated products for risk management whereby, positions are squared up if MTM loss crosses 70% of available margin, Auto Square Off Facility

Leverage feature for Intraday trade where you may take exposure upto 20 tim es your margin and Stoploss benefits to sell Options position with limited margin on the last day.

Back-Office Support

Technology oriented processes for ease of business and dedicated teams to resolve your issues, are put together to support your growth.

Single Login Platform to access all kinds of reports- Ledgers, Margin Reports, Shortage, DP statements, P&L statements, etc.

24X7 Banking with mobile app/online portal

Customer Service with quick turnaround time with dedicated IVR lines to address requests and issues of our Business Partners, from 9:00 am to 7:30 pm on working days (Mon-Fri) and 10.00 am to 2.00 pm (Saturday)

Dedicated Compliance & Legal Support for handling and resolution of Business Partner or client disputes

Registration Numbers: Single SEBI Registration No.: NSE (Cash) NSE (F&O) NSE (CD) BSE (Cash)

BSE (F&O):INZ000161035; CDSL & NSDL SEBI Registration No.: IN-DP-24-2015; AMFI: ARN-3080;

PMS: INP000004623: CIN-U51109WB1993PLC060987

Regd. Office Address: 4, Lee Road, Vaibhav, 5th Floor, Kolkata – 700 020

West Bengal, India; Tel. No.: (91 33) 6634 5400, (91 33) 4011 5400 (91 33) 3051 5400; FAX: (91 33) 2289 3401

For any Grievance mail to : investors@smifs.com, Email: investors@smifs.com; Web Site: www.smifs.com

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