STELLAR SECURITIES PRIVATE LIMITED

Financial Planning

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    • Financial Planning

    FINANCIAL PLANNING

    FINANCIAL PLANNING is the process of meeting your life goals through the proper management of your finances.

    Life goals can include buying a house, saving for your child’s higher education or planning for retirement.

    The Financial Planning Process helps you take a broad view about where you are now, what you may need in the future and what you must do to reach your goals.

    The process involves gathering relevant financial information, setting life goals, examining your current financial status and coming up with a strategy or plan for how you can meet your goals given your current situation and future plans.

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    STELLAR SECURITIES PVT. LTD.

    • CIN: U67120MH1994PTC082444 •

    Member of BSE Clg. No.6120 SEBI Regn. No. INZ 000254038
    Member of CDSL – SEBI Regn. No. IN-DP-371-2018

    Regd/Dealing Office: 406, Sanjar Enclave, Opp. PVR Milap Cinema, S.V.Road, Kandivali (West), Mumbai 400067.

    • Tel 022-28618269 / 28651406 / 28651406

    • info@stellarfin.com • stellarj@rediffmail.com

    Procedure to file a complaint on SEBI SCORES https://scores.sebi.gov.in : Register on SCORES portal. Mandatory details for filing complaints on SCORES: Name, PAN, Address, Mobile Number, E-mail ID. Benefits: Effective Communication, Speedy redressal of the grievances.

    Investments in the securities market are subject to market risks; read all the related documents carefully before investing.

    Attention investors: 1) Stock brokers can accept securities as margins from clients only by way of pledge in the depository system w.e.f September 01, 2020. 2) Update your e-mail and phone number with your stock broker/depository participant and receive OTP directly from the depository on your e-mail and/or mobile number to create a pledge. 3) Check your securities/MF/bonds in the consolidated account statement issued by NSDL/CDSL every month.

    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. 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.

    Dear Investor, if you are subscribing to an IPO, there is no need to issue a cheque. Please write the Bank account number and sign the IPO application form to authorize your bank to make payment in case of allotment. In case of non-allotment, the funds will remain in your bank account.