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.
get startedOur Strength
₹1300+ Cr
Assets Under Management
20+ Years
Industry Experience
14,000+
Clients & Projects
ARN-149371
AMFI Registration Number
Why Choose Us?
Team of Professionals
Compliance Checklist
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1. Choice of Nomination:
In line with the latest SEBI guidelines, we require all investors to provide a Choice of Nomination. This ensures your assets are protected and easily transferable to your loved ones. To avoid any disruption in your ability to trade or withdraw funds, please complete your nomination before the cutoff date. -
2. PAN–Aadhaar Linking:
Linking your PAN with Aadhaar is mandatory to keep your Demat account functional and to avoid higher TDS rates on your returns. -
3. KYC Compliance:
KYC is a centralized, one-time process. Your verified status travels with you across all SEBI-registered intermediaries. Skip the repetition and start investing immediately. -
4. Updated Contact Details:
To ensure your account is protected, please verify that your current mobile number and email ID are updated with us. You will receive instant, direct alerts from the Exchange for every transaction, ensuring complete transparency and control over your portfolio. -
5. IPO Applications via ASBA:
As per SEBI guidelines, all IPO subscriptions must be processed via the ASBA (Application Supported by Blocked Amount) mechanism. Your funds remain in your bank account until allotment, and are debited only for the shares allotted, ensuring a secure and transparent process. -
6. Fraud Awareness:
Fraudulent groups are misusing our name to circulate fake stock tips. Do not act on unauthorized SMS or emails. Authentic Unigate Finserve recommendations are published only on our official trading platform. Always verify before acting. -
7. SEBI Mandatory Account Attributes:
SEBI regulations require all accounts to have 6 verified attributes: Name, Address, PAN, Mobile, Email, and Income Range. Non-compliant accounts may be blocked for trading and debits. Update your details to stay compliant and keep your investments moving.
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