Stock Market Services Services
Stock market services — equity and F&O guidance, research reports, IPO advisory, demat support, PMS evaluation and training, within SEBI's rules.
Stock Market Services help investors and companies deal with India's capital markets more confidently — from opening the right demat and trading accounts and understanding equity and derivatives, to evaluating portfolio managers, getting research and preparing a company for an IPO.
Indian securities markets are regulated by SEBI, and specific activities need specific registrations: personalised investment advice needs SEBI registration as an Investment Adviser, research reports as a Research Analyst, discretionary management of client money as a Portfolio Manager, and trade execution a SEBI-registered stockbroker. Professionals on WCP work within their registrations, or in roles such as education and analysis that do not require them.
What is covered:
- Demat and trading account support
- Stock trading and execution guidance
- Equity investment advisory
- Derivatives (futures and options) guidance
- Technical and fundamental analysis reports
- Portfolio management services (PMS) evaluation
- IPO advisory
- Stock market training and education
Chartered AccountantCompany SecretaryCost & Works AccountantAdvocate / Lawyer
8 services under Stock Market Services
Demat & Trading Account Services
Demat and trading account help — opening, KYC, nominations, dematerialisation of physical shares and transmission after death, with WCP professionals.
Estimated Cost : ₹1,000 – ₹5,0003 days typical
Equity Investment Advisory
Equity investment advisory within SEBI's rules — portfolio review, allocation and stock-selection guidance by appropriately registered professionals.
Estimated Cost : ₹5,000 – ₹50,0007 days typical
Stock Market Training & Education
Stock market training and education — investing basics, analysis, derivatives and risk management taught by verified professionals, without tips.
Estimated Cost : ₹5,000 – ₹50,00015 days typical
Derivatives Trading (Futures & Options)
Futures and options guidance — how derivatives work, margins, hedging strategies and risk controls, explained by verified professionals within SEBI rules.
Estimated Cost : ₹5,000 – ₹50,0007 days typical
Technical & Fundamental Analysis Reports
Technical and fundamental analysis reports — company financials, valuation, charts and trends, prepared within SEBI's research analyst framework.
Estimated Cost : ₹5,000 – ₹50,0007 days typical
Initial Public Offering (IPO) Advisory
IPO advisory for companies — readiness assessment, SME or main-board route, restructuring, governance and DRHP preparation support by verified experts.
Estimated Cost : ₹1,00,000 – ₹10,00,00060 days typical
Portfolio Management Services (PMS)
Portfolio management services explained by verified professionals — ₹50 lakh minimum, fees, track records and PMS vs mutual funds before you commit.
Estimated Cost : ₹10,000 – ₹1,00,00010 days typical
Stock Trading & Execution Services
Stock trading and execution guidance — order types, platforms, charges and risk controls, with trades placed through SEBI-registered brokers.
Estimated Cost : ₹2,000 – ₹20,0003 days typical
Frequently asked questions
- Who can give paid stock advice?
- SEBI-registered Investment Advisers for personalised advice and SEBI-registered Research Analysts for research reports and recommendations.
- What is the minimum investment for PMS?
- ₹50 lakh, under SEBI's Portfolio Managers Regulations.
- Is F&O trading risky?
- Yes. SEBI studies have shown that most individual traders in equity derivatives lose money, so position sizing and risk control are essential.
- How do I verify a SEBI registration?
- On SEBI's website, by searching the intermediary's name or registration number in the relevant category.
- What does an IPO require?
- Eligibility under SEBI's ICDR Regulations, a draft offer document filed with SEBI, merchant bankers, and exchange listing approvals.
- Can stock market training include tips?
- No. Education must not include specific buy or sell recommendations unless the trainer is registered to give them.