about us

Excel Stock Broking Pvt. Ltd is owned and managed by experienced personnels, who have been serving the company since 1996 with a target to render timely, independent and objective counsel in the areas pertaining to capital market, equity, commodity and currency trading. Our constant focus is on scaling and upgrading the technology and infrastructure with the aim of providing the best services to the investors.

about us

Client First, Always

It's not just service that we offer. We deliver service that is customized and personalized by devising unobvious and smarter strategies.

We help our clients reach their financial goals and often exceed it. Technology is the tool that aids us in helping our clients.

With continuous innovation in products, services, technological offerings, and customer engagement models, we are taking customer engagement and satisfaction to new heights.

management

Below is a list of our major partners (founder members / directors) who continuous efforts and support has helped the company to reach new heights in equity / capital market segment:

Mr. Anil Kedia

Anil Kedia, B.COM (H)Mr. Anil Kedia has more than 30 years of experience in stock market and allied operations. He plays a huge role in the strategic decision-makings, overall growth and development of the organization. His experience has given the company a strong platform to rise upon. He has a broad knowledge of organizing, managing and supporting the day to day activities required for running an organization. He is very flexible with strong team-working skills. He is able to work individually and as a part of a group seamlessly.

Mr. Anil Kedia

Mr.Ajay MittalMr. Ajay Mittal is a graduate from Kolkata university, and holds 15 years of industrial experience. He plays an important role in the strategic decision-making, overall growth and development of the organization. He seamlessly manages the various business functions like advising, staffing, communicating etc. Previously he was designated director of Indo Global Share Broking Pvt. Ltd. since 2007.

Mr. Gopal Agarwal

Mr. Gopal AgarwalMr. Gopal Agarwal is a first class graduate from Guwahati University, and holds 15 years of industrial experience. He plays a huge role in the strategic decision-makings, overall growth and development of the organization. He seamlessly manages the various business functions like advising, staffing, communicating etc. He also dedicates his time on taking effective measures towards top investor services of the organization. He promotes a culture of high performance and continuous improvement that values learning and a commitment to quality.

Mr. Sanjay Kumar Jain (FCA)

Mr. Sanjay Kumar Jain (FCA)Mr. Sanjay Kumar Jain, FCA, has combined experiences in diverse fields, which includes Accounting, Auditing, Financial Planning and Corporate matters to facilitate the organization to strategies, plan and effectively implement sustainable business model. He is the overall supervisor, administrator and control head of the Excel Group. He also inspires the team by being actively involved in all internal programs and services, and works to develop a broad and deep knowledge base for of all the programs.

attention investors
1. Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 01, 2020.      2. Update your email id and mobile number with your stock broker / depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge.      3. Check your securities / MF / bonds in the consolidated account statement issued by NSDL/CDSL every month.      4. Prevent Unauthorized Transactions in your demat account --> Update your Mobile Number with your Depository Participant. Receive alerts on your Registered Mobile for all debit and other important transactions in your demat account directly from NSDL on the same day.     5. 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.     6. No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account.     .......... Issued in the interest of Investors    World Investor Week October 10 - 16, 2022 being Celebrated under aegis of IOSCO and SEBI
attention investors
1. All clients are requested to record their email id for electronic despatch of contract and statement. In case of electronic contract note, the link/login for the same is available on website for download.      2. Pay 20% upfront margin of the transaction value to trade in the cash market segment.      3. Investors may please refer to the Exchange's Frequently Asked Questions (FAQs) issued vide circular reference NSE/INSP/45191 dated July 31, 2020 and NSE/INSP/45534 dated August 31, 2020 and other guidelines issued from time to time in this regard.      4. Submit application letter along with photocopy of PAN and address proof requesting activation of Dormant Account.     5. All clients are requested to providing the NEFT details of your bank account for receiving directly credit to your account by online. Please summit a cancel cheque in your operating branch.
investor section
Notice on Collection of Upfront Margin from 1 Aug, 2020 in CashSegment : It is to inform you that SEBI Vide circular dated August 01, 2019 & February 25, 2020 has made Margin collection (Initial Margin & M2M) mandatory for trading in Cash/Equity Segment effective August 01,2020 failing which Penalty will be levied by the Exchanges for not meeting the Margin requirement.Therefore in compliance with the same, we request all the clients to provide us the sufficient margin either in the form of Funds and or securities before undertaking any trade on the Exchange through us. Moreover it is also applicable for intraday trades undertaken by the client.      We request you to provide the securities in our client Collateral account if you wish to undertake the trade and comply with the SEBI requirement of fulfilling the Margin obligation requirement in Cash Segment (Applicable on both Delivery & Non Delivery).It is also reiterated that SEBI circular also envisages that the Shares can be given for Margin to the Stock broker through Pledge Instruction only initiated through depository System.Therefore in lieu of the same any charges levied by the Depository will be simultaneously charged to clients on actual basis.      Therefore we request you to kindly Provide us the Margin as required through SEBI circular as mentioned above in order to meet the margin requirement as applicable for trading in the Cash segment.
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