Our Services

Grow your wealth using our wide range of services

Equity

Equity investments have offered the most potential for wealth creation and have consistently earned more than other instruments, we help you gain from it through expert guidance and latest infrastructure.

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Mutual Fund

Swift Mutual funds give you provision to invest in a professionally managed diversified portfolio of stocks, bonds or other securities. We help you invest right with minimal paperwork.

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PMS

PMS is a comprehensive service offered to clients seeking a professional approach to managing their investments. Using a time-tested strategy, We have been doing it right since our start in 2003.

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Other srvices

Assistance to enhance the performance of our traders

Currency

Paterson enables you to participate and gain from the extreme volatilities taking place in the Indian Currency Markets with a swift and efficient trading platform for hassle free trading experience.

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Insurance

Unfortunately, life’s journey is not always as smooth as we want it to be. Insurance is a way of managing risks. Insurance planning is to protect yourself, your family and loved ones, your home...

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Debt

We specialize in Government Securities and Bonds issued by Corporate bodies, including Banks and Public Financial Institutions, with skilled dealing to suit client’s needs, coupled with a strong network.

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Attention Investors:
Prevent unauthorized transactions in your DEMAT/Trading account --> Update your mobile numbers/email IDs with your Depository Participant/Stock Brokers. Receive alerts for all debit and other important transactions directly from Exchange/CDSL/NSDL on your registered mobile no. /email id at the end of the day. KYC is one-time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (Broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.ASBA : "No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account.……………………… Issued in the interest of Investors.

Procedure to file a complaint on SEBI SCORES: Register on SCORES portal.

Margin

  1. Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020.
  2. Update your mobile number & email Id with your stock broker/depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge.
  3. Pay 20% upfront margin of the transaction value to trade in cash market segment.
  4. Investors may please refer to the Exchange's Frequently Asked Questions (FAQs) issued vide circular reference NSE/INSP/45191 dated July 31, 2020 and NSE/INSP/45534 dated August 31, 2020 and other guidelines issued from time to time in this regard.
  5. Check your Securities /MF/ Bonds in the consolidated account statement issued by NSDL/CDSL every month.

Kindly make sure you read the account opening documents as prescribed by SEBI. Secure your account from unauthorized transactions by updating your mobile numbers/email IDs. Recieve information directly from the exchange on your mobilie/email at the end of the day.Issued in the intrest of the investors. In case a client has any query/feedback/clarification/complaint write to customer.grievance@paterson.co.in