×

Product & Services

Equity Derivatives Mutual Funds IPO Insurance Structured Products Depository Institutional Broking Commodity Trading Forex Trading NRIzone Downloads Policies & Procedures

We, Intellect Money are one of the leading Financial Services and Research House, Headquartered in Kolkata, with our Fund House Operations office operational from Mumbai, have two decades of experience in the finance industry, catering to a very wide segment of clientele. We are dealing with the biggest Financial Institutions viz. Development Finance Institutions, Insurance Companies, Mutual Funds, PSU & Pvt. Banks and Foreign Institutional Investors, and have strong relationships and syndication with the leading Merchant Bankers and Legal Advisors and other professional service providers to execute any kind of transaction and offer the best customized solutions for any kind of financial planning and resource raising.

Know More...

ISBL SERVICES

Investment Philosophy

Don't fell into the trap of "get quick rich scheme." Investing and Trading in Financial Market is for generating wealth from passive income.

Smart Trading

Online Trading Platform through the Browser, Mobile and Application along with Call-in-Trade facility.

Multiple Execution Points

Deliver a cross-platform delivery capability to our customers that enhance our ability to create “touch-points” with them.

Superior Technology

We have partnered with the best-in-class technology and communication services providers acclaimed globally for the quality of their offerings.

Risk Protection

We put the customers' security at the forefront and measure our success, through value created for our customers.

Superior Customer Experience

We deploy methods and means that put customer’s objectives, expectations and convenience at the centre of it all.




"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.
.......... Issued in the interest of Investors

 

Investor Charter – Stock Brokers, Depository & MCX Commodities

 

Advisory for investors

Observance of Vigilance Awareness Week from October 31, 2022 - November 06, 2022
Link for e-pledge - observance of VAW 2022


SCORES

E-VOTING (CDSL)


DETAILS OF CLIENT BANK ACCOUNTS

 


SMART ODR


Step by step procedures for opening an account, filing a complaint on designated Email ID, and finding out the status of the complaint etc.

a. Detailed write up on the procedure for opening an account along with Flowchart. Click Here for KYC process flow.pdf
b. Detailed write up on procedure for filing a complaint on designated email id/ Toll-free number along with Flowchart. Provisions are to be made for sharing Ticket Number once the complaint is lodged. Click here for Process of Filling a complaint.pdf
c. Detailed write up on procedure for finding out status of the complaint basis Ticket Number etc. along with Flowchart and video if any (optional).


AUTHORIZED PERSONS


Risk & Disclosure, Policies & Procedures, Rights and Obligation


Segregation and Monitoring of Collateral at Client Level
This is with reference to NCL circulars NCL/CMPL/49348 dated August 20, 2021, NCL/CMPL/49640 dated September 17, 2021 and NCL/CMPL/49764 dated September 29, 2021 on the captioned subject.

Implementation of Circular on Execution of 'Demat Debit and Pledge Instruction' (DDPI) for transfer of securities towards deliveries / settlement obligations and pledging / re-pledging of securities’ - Extension

Execution of ‘Demat Debit and Pledge Instruction’ (DDPI) for transfer of securities towards deliveries / settlement obligations and pledging / re pledging of securities - Clarification

 

Dear Investor,

As you are aware, under the rapidly evolving dynamics of financial markets, it is crucial for investors to remain updated and well-informed about various aspects of investing in securities market. In this connection, please find a link to the BSE Investor Protection Fund website where you will find some useful educative material in the form of text and videos, so as to become an informed investor.

https://www.bseipf.com/investors_education.html

We believe that an educated investor is a protected investor !!!



DISCLOSURE OF INVESTOR CHARTER FOR DEPOSITORIES AND DEPOSITORY PARTICIPANTS
CDSL Communique no. CDSL/OPS/DP/POLICY/2021/589 dated December 25, 2021.