If you've ever felt like managing your money is like trying to solve a complicated puzzle with constantly moving pieces taxes, investments, retirement, and the unexpected you're not alone. Wealth management is simply the art and science of putting all those pieces together so they work for you, not against you. Unigate look at your entire financial life—your goals, your family, your dreams and build a custom, long-term strategy to grow, protect, and pass on your wealth, ensuring you have the confidence to enjoy today while planning brilliantly for tomorrow.
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Our Experts
Team of Professionals
Compliance Checklist
- In line with the latest SEBI guidelines, all investors must provide a Choice of Nomination to ensure assets are protected and easily transferable. Complete your nomination before the cutoff date to avoid disruption in trading or fund withdrawals.
- Link your PAN with Aadhaar to keep your Demat account functional and avoid higher TDS rates on your returns.
- KYC is a centralized, one-time process. Your verified status travels with you across all SEBI-registered intermediaries, allowing you to skip repetition and start investing immediately.
- Ensure your current mobile number and email ID are updated to receive instant, direct alerts from the Exchange for every transaction. This ensures transparency and that only you are in control of your portfolio.
- All IPO subscriptions must be processed via the ASBA (Application Supported by Blocked Amount) mechanism. This keeps your funds in your bank account until allotment, debiting only the allotted value of shares, providing a secure and transparent experience.
- Beware of fraudulent groups sending fake stock tips. Authentic Unigate Finserve recommendations are only published on our official trading platform. Verify any tip on our website before acting.
- SEBI regulations require all accounts to have 6 verified attributes: Name, Address, PAN, Mobile, Email, and Income Range. Non-compliant accounts will be blocked for trading and debits. Update your details to stay compliant.
Our Location
15th Floor, Eros Corporate Tower Nehru Place,
New Delhi 110019
New Delhi 110019
Call Us
+91-8700363406
Work Hours
Monday To Saturday
9:00 AM to 5:00PM