BS Marketing Initiative

The One-stop Solution for all your Financial Investments

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March 10, 2021 16:08 IST
IAS

REACHING OUT TO THE DIGITAL GENERATION

There’s been a monumental shift in how customers connect with companies and the service they expect in return—and this is especially true in the context of millennials or the digital generation. It is all about smart technological innovations that provide value and convenience, while being built on a legacy of trust and offering customised services.

Today, it is a fact that the millennial customer journey is highly influenced by technology. Investors value digitally-savvy solutions that have a collaborative approach.

StockHolding is one such organization which ticks all the right boxes in this regard. Built on legacy, trust, credibility and value to customers, it is one of the first organizations in India to offer Demat services since the last 3 decades.

10 advantages of having one Financial Partner

1. Clear goals: Having one Financial Partner helps in setting up clear Investment goals and planning your investment across various products and services, while minimising the risk. From automated investing to portfolio management with a more personal touch, the experts at StockHolding help you define your long-term and short-term goals. With its automated system and excellent service, they can help you clearly identify and quantify your financial goals, evaluate the current situation and develop efficient strategies to achieve your goals.

2. Tax planning: This is pivotal to an individual investor’s financial plan, which should function in sync to deliver maximum tax efficiency. The tax impact on each client is critical to determining suitability of the investment. It is also a necessary element in comparing various investment options. With that in mind, StockHolding can help you understand various tax saving investments available and suitable as per your financial plan and income while keeping a proper Investment mix.

3. Unbiased approach: StockHolding offers a bouquet of products and services from all leading financial service providers. A thorough portfolio review - with evaluation of strengths, weaknesses and specific recommendations is offered at StockHolding. The suggestions to clients are unbiased and as per the clients requirement.

4. Proper Asset Allocation: A financial partner like StockHolding that offers various products and services can help you with a proper asset allocation for short-term, long-term financial goals along with tax saving, Retirement planning and Insurance

Simultaneously, StockHolding brought an entire spectrum of financial products and services to help businesses grow. By simplifying depository participation, raising capital, protecting assets and life, managing documents, imparting training and bringing exciting schemes for employees.

5. Continuous Tracking & Re-balancing: A financial partner can help you track, monitor and rebalance by keeping constant watch on your money. Dedicated experts provide regular reporting on progress towards your goal. Market movements require making adjustments to the portfolio. This makes re-balancing an important part of the asset allocation process.

6. One platform access: While extending an optimised service experience across various investment products, the easy-to-use site of StockHolding is accessible on a huge range of devices, including desktop, mobile or tablet. Fast forward account of StockHolding that lets customers log in using one ID password across Demat, NPS, MF, GOI Bonds, Goldrush and SGB. StockHolding also provides e-Stamping services which helps a customer pay judicial and non-judicial payments quickly, safely and efficiently across 22 states and Union Territories.

7. Product knowledge:  For over 34 years, StockHolding has effectively implemented digital transformation and is successfully delivering exceptional experiences. In this regard, StockHolding is also one of the largest depository participants with the state-of-the-art infrastructure. It is all about one integrated experience for a customer when it comes to services. StockHolding has adapted quickly to strong market demands and offers its various services through Certified Professionals who have tremendous product knowledge due to their committed service and constant in-house training.

8. Get Expert Advice: With more than 200-plus branches, StockHolding helps you make the informed choice. StockHolding’s certified professionals and market experts are always focused on a clients needs with innovative and user-friendly solutions. As an account holder, one gets access to research findings and expert recommendations, helping to make informed decisions when buying, selling and managing investments in the market. In a way, StockHolding has found the right balance between traditional and digital experiences.

9. Demat provider with all other range of products and services: The new-age consumer is looking for instant solutions. While going the extra mile, StockHolding ensures that a customer gets an on-the-spot service, wherever they are. The company has a strong pedigree with certified professionals and trustworthy servicing depository participants (DPs). A demat account can help a customer hold their Shares, Bonds, NCDs, and MF among others. StockHolding also offers a broking account via its subsidiary SSL.

10. A legacy of 34-plus years of service and strong pedigree: Choose a financial partner that has a strong presence across India. StockHolding with its reach in 114 cities, more than 200 branches networks have a strong footprint across the length and breadth of the country. This in itself stands testimony to the stellar services offered by the company that can be classified as secure, safe and credible to the core. At Rs 38 lakh-crore of assets under custody, StockHolding has bagged the NSDL Star Performer Award for the last seven consecutive years.

 

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The One-stop Solution for all your Financial Investments

.

REACHING OUT TO THE DIGITAL GENERATION

There’s been a monumental shift in how customers connect with companies and the service they expect in return—and this is especially true in the context of millennials or the digital generation. It is all about smart technological innovations that provide value and convenience, while being built on a legacy of trust and offering customised services.

Today, it is a fact that the millennial customer journey is highly influenced by technology. Investors value digitally-savvy solutions that have a collaborative approach.

StockHolding is one such organization which ticks all the right boxes in this regard. Built on legacy, trust, credibility and value to customers, it is one of the first organizations in India to offer Demat services since the last 3 decades.

10 advantages of having one Financial Partner

1. Clear goals: Having one Financial Partner helps in setting up clear Investment goals and planning your investment across various products and services, while minimising the risk. From automated investing to portfolio management with a more personal touch, the experts at StockHolding help you define your long-term and short-term goals. With its automated system and excellent service, they can help you clearly identify and quantify your financial goals, evaluate the current situation and develop efficient strategies to achieve your goals.

2. Tax planning: This is pivotal to an individual investor’s financial plan, which should function in sync to deliver maximum tax efficiency. The tax impact on each client is critical to determining suitability of the investment. It is also a necessary element in comparing various investment options. With that in mind, StockHolding can help you understand various tax saving investments available and suitable as per your financial plan and income while keeping a proper Investment mix.

3. Unbiased approach: StockHolding offers a bouquet of products and services from all leading financial service providers. A thorough portfolio review - with evaluation of strengths, weaknesses and specific recommendations is offered at StockHolding. The suggestions to clients are unbiased and as per the clients requirement.

4. Proper Asset Allocation: A financial partner like StockHolding that offers various products and services can help you with a proper asset allocation for short-term, long-term financial goals along with tax saving, Retirement planning and Insurance

Simultaneously, StockHolding brought an entire spectrum of financial products and services to help businesses grow. By simplifying depository participation, raising capital, protecting assets and life, managing documents, imparting training and bringing exciting schemes for employees.

5. Continuous Tracking & Re-balancing: A financial partner can help you track, monitor and rebalance by keeping constant watch on your money. Dedicated experts provide regular reporting on progress towards your goal. Market movements require making adjustments to the portfolio. This makes re-balancing an important part of the asset allocation process.

6. One platform access: While extending an optimised service experience across various investment products, the easy-to-use site of StockHolding is accessible on a huge range of devices, including desktop, mobile or tablet. Fast forward account of StockHolding that lets customers log in using one ID password across Demat, NPS, MF, GOI Bonds, Goldrush and SGB. StockHolding also provides e-Stamping services which helps a customer pay judicial and non-judicial payments quickly, safely and efficiently across 22 states and Union Territories.

7. Product knowledge:  For over 34 years, StockHolding has effectively implemented digital transformation and is successfully delivering exceptional experiences. In this regard, StockHolding is also one of the largest depository participants with the state-of-the-art infrastructure. It is all about one integrated experience for a customer when it comes to services. StockHolding has adapted quickly to strong market demands and offers its various services through Certified Professionals who have tremendous product knowledge due to their committed service and constant in-house training.

8. Get Expert Advice: With more than 200-plus branches, StockHolding helps you make the informed choice. StockHolding’s certified professionals and market experts are always focused on a clients needs with innovative and user-friendly solutions. As an account holder, one gets access to research findings and expert recommendations, helping to make informed decisions when buying, selling and managing investments in the market. In a way, StockHolding has found the right balance between traditional and digital experiences.

9. Demat provider with all other range of products and services: The new-age consumer is looking for instant solutions. While going the extra mile, StockHolding ensures that a customer gets an on-the-spot service, wherever they are. The company has a strong pedigree with certified professionals and trustworthy servicing depository participants (DPs). A demat account can help a customer hold their Shares, Bonds, NCDs, and MF among others. StockHolding also offers a broking account via its subsidiary SSL.

10. A legacy of 34-plus years of service and strong pedigree: Choose a financial partner that has a strong presence across India. StockHolding with its reach in 114 cities, more than 200 branches networks have a strong footprint across the length and breadth of the country. This in itself stands testimony to the stellar services offered by the company that can be classified as secure, safe and credible to the core. At Rs 38 lakh-crore of assets under custody, StockHolding has bagged the NSDL Star Performer Award for the last seven consecutive years.

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