Detailed Plan Comparison

Invest Plus Invest Pro Invest Pro MAX TradeMax
Suitability Recommended for MTF Users Recommended for Investors Recommended for Investors Recommended for Derivative Traders
Performance Conditionality Eligibility as per the annexure*
Delivery 0.50% 0.20% 0.10% 0.30%
Intraday 0.02% 0.02% 0.01% ₹20/Order
Future 0.02% 0.02% 0.01% ₹20/Order
Options ₹20/Lot ₹20/Lot ₹20/Lot ₹20/Order
Onboarding Free Free Free Free
AMC Free First Year ; From Second Year : 475 + taxes Free First Year ; From Second Year : 475 + taxes Free First Year ; From Second Year : 475 + taxes Free First Year ; From Second Year : 475 + taxes
Services
Trading Support Online + Offline Online + Offline Online + Offline Online
Call & Trade Free Free Free Rs. 50 / Call
Customer Support Free Free Free Free
MTF Facility (Only for Delivery) Free - T&C** Available Available Available
MTF Rates p.a 15% 18% 18% 18%
Relationship Manager Dedicated Dedicated Dedicated NA
OTHER CHARGES AND TERMS & CONDITIONS:

1. Demat Account Maintenance Fees/Annual Maintenance Charges (“AMC”): All Demat Account charges, including without limitation, annual maintenance charges, transaction charges, shall be debited from the Client's Trading Ledger at actuals in accordance with the Client's Demat Account's Billing.

2.Courier Charges: Actual costs shall be charged per delivery of physical documents.

3. Service Modifications: Any additional services requested by me/us/the client, such as KYC updates, shall be charged separately.

4. *Client/s opting for the 'Invest ProMAX' plan shall initially be onboarded under the 'Invest Pro' plan. Their transition to the 'Invest ProMAX' plan will be subject to meeting the required trading turnover over a period of 90 (ninety) days. Post the transition to the 'Invest ProMAX' plan, if the trading turnover is deemed insufficient for the 'Invest ProMAX' plan during the next 90 (ninety) days, the Client shall be transitioned back to the 'Invest Pro' plan. The Client/s may switch between the 'Invest Pro' and 'Invest ProMAX' plans up to 4 (four) times in a financial year, with any such change becoming effective from the first trade after approval by Zuari Finserv Limited (ZFL) through communication by E-mail and/or SMS ."

5.**Invest plus is MTF plan offering an interest free facilities of up to Rs.1Lakh . However, the Client may opt to extend the margin beyond the limit of ₹1,00,000/- within a calendar month of onboarding the Client, subject to interest at the rate of 15% (fifteen percent) applicable upon the extension value beyond the free limit. Interest@15% P.A. will be charged on total value post the calendar month.

6. The Client/s shall be required to meet the Mark-to-Market (“MTM”) requirement on daily basis.

7. Brokerage Rates/Slab: The brokerage rates, not exceeding the maximum rates specified by SEBI and the Exchanges, shall be applicable to all transactions executed in the trading account opened by the client under this Account Opening Form. However, any changes in the brokerage rates shall be solely based on the policy/ies of ZFL. No request for change/s from the Client/s shall be entertained, subject to the subsequent terms and conditions herein and any amendments thereto.Brokerage Rates/Slab: The brokerage rates, not exceeding the maximum rates specified by SEBI and the Exchanges, shall be applicable to all transactions executed in the trading account opened by the client under this Account Opening Form. However, any changes in the brokerage rates shall be solely based on the policy/ies of ZFL. No request for change/s from the Client/s shall be entertained, subject to the subsequent terms and conditions herein and any amendments thereto.

8. Minimum Brokerage: A minimum brokerage of ₹ 20/- (Rupees Twenty only) will be charged per executed order, irrespective of the transaction value.. Periodic Review: It shall be client's responsibility to review the brokerage charges periodically.

9. Discrepancy Reporting: Any discrepancy in the brokerage charges must be reported within 7 Days from the date of the transaction. Discrepancies not reported within the aforementioned period shall not be entertained.

10. Statutory Charges: The brokerage rates are exclusive of all statutory, regulatory, government and exchange related charges (including but not limited to Securities Transaction Tax (“STT”), Commodities Transactions Tax (“CTT”), Exchange Transaction Charges and applicable Stamp Duty) and all such charges shall be levied as per the prevailing rates and may be updated periodically. The details of such charges are available on the website of Zuari Finserv Limited,

11. Changes in Non-Statutory Charges and Additional Charges: In the event of any changes in charges other than Statutory Charges or any other additional charges, such changes shall be intimated to the Client 30 (thirty) days in advance of such charges becoming effective. ZFL may impose any additional charges related to Trading and/or Demat account, provided prior communication is made to the Client.

12. Delayed Payments Interest: Delayed payments on debit balance shall be debited to shall attract simple interest at a rate not exceeding 24% (twenty-four percent) per annum.

13. Events of Default: Event of defaults, including without limited events of cheque bounce, shall attract a default penalty fee of ₹ 100/- (Rupees One Hundred only) in addition to the actuals charged by the bank, for each instance of cheque bounce. The client agrees to review revision/s on default penalty fee, if any, periodically. In the event of imposition of penalty by the Exchanges on the client's positions, the same shall be recovered from the client.

14.Trading Ledger: The client's trading ledger shall reflect actual charges as defined under the Demat Account's billing schedule.

Get in Touch

  • Plot No. 2, Zamrudpur Community Centre,
  • Kailash Colony Extn. New Delhi – 110048
  • zfl@adventz.zuarimoney.com
  • CIN: U45400HR2013PLC137043

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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 1, 2020.
  • 2.Update your mobile number & email Id with your stock broker/depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge.
  • 3.Pay 20% upfront margin of the transaction value to trade in cash market segment.
  • 4.Check your securities / MF / bonds in the consolidated account statement issued by NSDL/CDSL every month.

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 forrefund as the money remains in investors account.

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 NSDLon thesame day.....issued in the interest of investors.

KYC is a 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. | (As instructed by SEBI, We hereby declare that we do engage in proprietary trading in all segment across the exchange.)

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