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  • Sending Contract Notes, Margin Statement, Statement of Accounts to Clients
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  • RMS Policy
  • Risk Management Policy
  • RMS Policy on Voluntary Freezing of Trading Account by Client
  • CUSPA Policy

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Wealthstreet refers to Wealthstreet Financial Services Private Limited. Wealthstreet Financial Services Private Limited, CIN: U74999GJ2016PTC094432, SEBI Reg No. : INZ000157331, Member of NSE(90118), BSE(6668) and MCX(55870). Wealthstreet Financial Services Private Limited acts in the capacity of AMFI Registered Mutual Fund distributor ARN – 118251 valid with effect from 30/10/2025 up to 08/01/2029.

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Important Guidelines for Your Protection 1. Update Your Contact Information Ensure that your mobile number and email address are up to date with your stock broker and depository participant (DP). This ensures you receive real-time alerts directly from the exchanges regarding any debit or important transactions in your demat account. 2. Simplified IPO Subscription Subscribing to an IPO is easier than ever—no need to issue cheques! Simply provide your bank account number and sign the application form to authorize your bank to make the payment upon allotment. Your funds remain safe in your account until then. 3. One-Time KYC Process Know Your Customer (KYC) is a one-time requirement. Once completed with a SEBI-registered intermediary (broker, DP, mutual fund, etc.), you won’t need to repeat it for other intermediaries. 4. Be Cautious of Unsolicited Advice Stay alert to unsolicited emails, SMS messages, or calls that suggest trades. Make informed investment decisions based on thorough analysis and avoid acting on rumors or tips. 5. Report Wrongdoing and Unethical Practices If you become aware of systemic issues, potential fraud, or unethical practices, report them anonymously through the dedicated portals on the BSE, NSE, MCX, NCDEX, and CDSL websites. 6. Always Use SEBI-Registered Intermediaries To ensure the security of your investments, always transact through SEBI-registered intermediaries. This safeguards your trading experience and aligns with regulatory standards. These guidelines are issued in the interest of investors for a safer and more secure trading environment.