EQUITY & EQUITY DERIVATIVES

Investing in stocks allows investors to become partial owners of companies, sharing in their profits and growth. In India, stocks are traded on the National Stock Exchange (NSE) and the Bombay Stock Exchange (BSE).

Historically, long-term stock investments have been a superior strategy for wealth creation and inflation protection compared to bank savings. Stocks offer higher returns through capital appreciation and dividends, often outperforming bank account interest over time.

  • Create wealth over time
  • Protects against inflation
  • Any time liquidity
  • Trade across exchanges
  • Dividends and Capital appreciation
  • Track investments in real-time

WHY CHOOSE US

Physical &Digital, Experience the advantage of both worlds

In collaboration with Motilal Oswal Financial Services Limited, we offer an unparalleled customer experience with comprehensive research, expert advisory services, and advanced trading platforms. Here’s why choosing us can transform your investment journey:

  • Integrated Capital Utilization: We optimize your capital by allowing margin money and collaterals for equity and F&O to be used as margin for trading in currencies and commodities, enhancing trading flexibility and efficiency.
  • Leverage Your Holdings: We provide margin against pledged shares and mutual funds in your Demat account, offering additional liquidity for trading and investment opportunities.

By blending physical and digital trading environments, we ensure you have the tools, insights, and flexibility for informed and profitable investment decisions. Join us for a seamless trading experience.

 

  • Leverage Products
  • Research-backed equity investment plans
  • Secured trading across all Devices

 

  • Personalised equity trading advice
  • Profile and risk-based trading platform
  • Simplified trading reports

What We Offer

Through our vast range of products and services, we have so much to offer to each category of investors

Learning made easy with our Intensive, Thorough lessons, Easy to learn videos & blogs, which are Fun, Effective & Helpful.

Invest in a choice of exclusive model portfolios consisting of high growth potential stocks for investment.

With the one-on-one interaction with you, we are committed to listening to you and actively responding to your questions and queries. We are with you on every step as you start your investment journey.

Get instant and latest news across markets, companies, industry, economic events, stocks held in your portfolio and much more.

Just as each of us has unique choices for every aspect of our lifestyle, we have dedicated trading platforms for traders and investors providing equal comfort to both sets. Executing your trade ideas is more comfortable and faster on our trading Mobile, web and software trading platforms than anywhere else.

Balance sheet, P&L, Dividend history, corporate action, peer group comparison and much more is available within trading platforms to aid you in your fundamental analysis.

Intraday, short-term, Medium-term or long-term advice from our award-winning research team is delivered to you through dedicated advisors as per your investment preference.

Access real-time Trading Reports like Order/trade book, net position, Demat holding, ledger, profit and loss statement that provide an in-depth and up-to-date summary of your trading activity to help you make the right decisions at the right time.

Get access to 50+ Chart indicators, tools and Signals for your technical analysis & 19+ technical screeners to find the right trading opportunity at the right time.

An intuitive single-screen menu enables you to place multiple orders in different scrips across segments in a single click.

It is a rule-based trading engine for traders that automatically generates buy and sell trading ideas, eliminating human intervention and bias.

Advanced options trading platform to help you find and execute suitable options strategies as per your views on selected options contracts.

Build, back-test and automate your Quant strategies or use strategies built by others—all without writing a single line of code.

A diverse range of pre-packaged equity portfolios; ideal for investors who want to participate in the markets but do not have much time to manage their portfolios. Ideal for long term wealth creation for a 3 to 5 years horizon.

A well-diversified multi-cap basket of Fundamentally good stocks evaluated on economic events, technical, fundamental and sectoral outlook parameters. Ideal for investment for 1 to 3 years horizon.

Individual stocks with promising long-term growth, identified on fundamental merits of companies.

Solid expertise of MOFSL of 30+ years, 40+ Report types, 100+ Stocks Covered, 45+ Sectors Covered, 80,000+ Research Reports.

Basket of handpicked stocks of a sector or a theme that our research desk expects to outperform the market over 1 to 3 months with predefined profit targets and stoploss at the portfolio level.

Just as each of us has unique choices for every aspect of our lifestyle, we have dedicated trading platforms for traders and investors providing equal comfort to both sets. Executing your trade ideas is more comfortable and faster on our trading Mobile, web and software trading platforms than anywhere else

Based on a company’s fundamental analysis, these reports provide an overview of its expected business performance over one year and its impact on its stock prices.

These are stock investment ideas identified purely on fundamental rational where decent valuation gap exists.

Option strategies: Mix of directional, volatility and hedging strategies to take advantage of prevailing market momentum 

Weekly Option strategies: Mainly Nifty & Bank Nifty weekly options, the combo of weekly and monthly options to make most of the range-bound movement.

Primarily delivered on the key technical level for a time horizon of one day.

Positional calls with an expectation of events to unfold over the next 2-3 days.

It is a rule-based trading engine for traders that automatically generates buy and sell trading ideas, eliminating human intervention and bias

Trading opportunity emanating from corporate action and macro-economic events.

Trading Opportunities based on Technical and fundamental triggers with defined risk-reward ratios having validity for the week.

Improve Your Portfolio

Send us your existing portfolio

We will review your portfolio and share personalized insights

We will advise you on how you can change and improve your portfolio

READY TO INVEST WITH US?

Share your Name and Mobile Number with us and get started

    VISIT US :

    Office No - 301, Anjali Building
    Above Tool House Cafe, French Bridge, Opera House, Mumbai 400007

    CALL US :

    +91 8779288525
    +91 8779659220

    MAIL US

    info@thefortunetree.in

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