Reach a Relationship Manager for Advice

When you start a relationship with us, you can do so by opting for any of the various accounts for trading or investments.


Through a trading account you can trade in any of the exchange traded products such as Equities, Equity Derivatives, Commodity and Currency Derivatives, Exchange Traded Mutual Funds (MFSS), listed Debt Instruments

Based on your choices, you can opt for execution either through our dealing desks or alternatively through one or more of the online platforms available.

Based on your preferences, receive Trading Calls, Alerts, Research and Advisory reports to help you make informed decisions.


This account helps you own specified financial instruments such as Equities, Mutual Funds etc. in electronic or demateriazed form. We office demat accounts with both NSDL as well as CDSL based on customer preferences. This account is linked to your Trading Account, in the event you also have a trading account with us.

Mutual Fund

Invest in Mutual Funds through our dedicated team of Wealth Managers at our branches or through any of our business partners nearest to your location. Our Wealth Managers assist customers with performance reports and recommendations from our research desk to select the right funds.

Private Clients Group

This is a specialized desk aimed at High Networth Individuals having unique investment needs. Clients are assigned dedicated wealth manager having good understanding of products across asset classes so as to advise and recommend customers on the basis of their unique requirements. Our approach here is more customized and consultative solutions from our product and research desks.


Our Portfolio Management Services is an exclusive offering from Way2Wealth that specializes in providing risk managed investment solutions to discerning High Net Worth Individuals, Non Resident Indians (NRIs), Overseas Corporate Bodies (OCBs) and Indian Corporates. Way2Wealth provides discretionary portfolio management services5 through a PMS account for customers who wish for experts to manage and monitor their investments.