smifs

Stewart And Mackertich Wealth Management Ltd

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SENSEX 38,014.62 1921.15 (5.32%)

As stated in the new circular from NSE, additional margins shall be made applicable for all equity derivatives in phases starting from 14th September 2018

About Us

overview

In 1981, two prominent groups, Stewart & Co. and C. Mackertich, having a legacy of 100 years joined hands to synergies their Expertise and Experience; to emerge and establish themselves as a fine integrated wealth advisory and equity broking house, catering to FII's, Banks, Corporate's, HNI's and Retail clientele. Our expertise is spread to Investment banking and Underwriting, with skills in corporate finance, merchant banking, corporate advisory services, treasury management and project finance. With a basket of financial products, we are committed to empowering 'You' with a world of solutions for your growing needs. At STEWART & MACKERTICH, we are inspired by the rich heritage of the company. We believe in building long term relationships with our clients and associates by laying emphasis on our transparent and ethical dealings. We practice the noble art of finance with professionalism, skill and transparency.

Integration of capital market products, with advisory products for a complete outlook of perfect portfolio advice-with a live portfolio tracker for an effective tracking system. At Stewart & Mackertich, we redefine wealth creation for various life stages through innovative, systematic and disciplined investment planning together with superior service, commitment, and definite focus on consistent high quality. At every stage, we strive to bring perfect wealth management solutions focusing on 'You'. We give solutions and advice for all financial investment plans. Not as means to the end of Wealth Creation, but as a reflection of 'One Stop-One Relationship.

Continued growth, has been a constant motivating feature at STEWART & MACKERTICH. After having a unparalleled track record of servicing Institutions and HNIs, we are planning to foray into the growing retail segment in a big way. We would be expanding across the geography with a wide network of franchisees and Authorized Persons / Sub-Brokers. We would be offering a complete basket in financial services.

Mission Statement

Endeavour at Stewart & Mackertich is Powering your Wealth through products, Systems and services for successful Investment & Financial planning with focus on You

Attention Investors

1. KYC: KYC is one-time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (Broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary. | 2. Prevent Unauthorized Transactions in your Demat Account: Update your Mobile Number and Email address with your Depository Participant. Receive alerts on your Registered Mobile and Email address for all debit and other important transactions in your Demat Account directly from CDSL/ NSDL on the same day.... issued in the interest of investors. | 3. Prevent Unauthorized Transactions in your Broking Account: For Stock Broking Transaction 'Prevent unauthorised transactions in your account Update your mobile numbers/email IDs with your stock brokers. Receive information of your transactions directly from Exchange on your mobile/email at the end of the day...Issued in the interest of Investors. | 4. "Rights & Obligations of Stock Broker and Client”: Uniform Risk Disclosure Documents (for all segments / exchanges) and Guidance Note detailing Do’s and Don’ts for trading on exchanges in the vernacular languages are available on NSE website at https://www.nseindia.com/membership/content/complinc_trading_mem.htm and can be downloaded | 5. Caution towards unsolicited messages: Please Refer Exchange Circulars: BSE Notice 20171117-18 dated 17-11-2017, BSE Notice 20180515-39 dated 15-05-2018, NSE Circular- 0208/2017 dated, 17-11-2017 NSE Circular: 0080/2018 dated 15-05-2018. Beware about unsolicited messages and refer the List of symbols in which messages received, appearing on Exchange Website : https://www.nseindia.com/ and https://www.bseindia.com/. Investors should be cautious on unsolicited emails and SMS advising to buy, sell or hold securities and trade only on the basis of informed decision. Investors are advised to invest after conducting appropriate analysis of respective companies and not to blindly follow unfounded rumours, tips etc. Further, you are also requested to share your knowledge or evidence of unethical behaviour, systemic wrongdoing or potential frauds through the anonymous portal facility provided on BSE & NSE website. | 6. IPO: No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign the application form to authorize you bank to make payment in case of allotment. No worries for refund as the money remain in investor's account. | 7. “Stewart & Mackertich Wealth Management Limited as a Broker does not guarantee any return on investment or trading as the return on Investment and/or trading are subject to Market Risk” 8. SCORES: Filing complaints on SCORES - Easy & quick | a. Register on SCORES Portal | b. Mandatory details for filing Complaints on SCORES - Name, PAN, Address, Mobile Number, Email ID | c. Benefits - Effective Communication and Speedy Redressal of the Grievances. |

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

BSE (F&O) BSE (CD); MCX; ICEX; :INZ000220635; CDSL & NSDL SEBI Registration No.: IN-DP-24-2015; AMFI: ARN-3080;

PMS: INP000004623: CIN-U51109WB1993PLC060987

RESEARCH ANALYST SEBI REGN. NO.: INH300001474

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; FAX: (91 33) 2289 3401

For any Grievance mail to Email: investors@smifs.com; Customer Care Email: helpdesk@smifs.com

Copyright © 2017 Stewart & Mackertich Wealth Management. Ltd.

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