DBFS | Doha Brokerage & Financial Services

Products & Services

Equities

Historically, equities have created more value than any other asset class. For long-term investors and short-term traders, Equity markets offer immense opportunities.

Equity Shares of Companies which are listed on the Stock Exchanges are tradable assets. There are more than 5000 stocks listed on the 2 premier stock exchanges in India, namely NSE and BSE. Among them are actively traded shares of blue chip companies as well as thinly traded shares and penny stocks. Identifying the right stock at the right time is at the same time an art and a science too. An art that challenges one’s skills! And a science that needs continuous learning and dedication!

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Derivatives

By paying lesser amount as margin or premium, one can create derivative positions of much higher value and take advantage of the price movements.

We provide derivatives trading in Equity, Commodity and Currency segments. A major objective of derivatives is to provide a hedge against exposure in these assets. In the volatile markets of our times, there is always huge opportunity in the derivatives market for an agile trader. The beauty of derivatives is that by paying a small amount as margin or premium, one can create leveraged positions in the underlying asset like index or stock or commodity or currency. Thus it enhances the return potential of your investment.

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Mutual Funds

Mutual Fund means convenience and professional management in your investments. With DBFS, you can invest in Direct Plans of mutual fund schemes.

Mutual Funds give easy access to professionally managed and diversified portfolios. It helps to mitigate risks to a large extent by distributing investment across stocks and other asset classes. Mutual Fund through the Exchange platform has additional advantages like ease of transaction, holding of units in the demat account etc. Unlike most distributors, we offer Direct Plans through our MF platform, which means higher NAV and better returns for investors.

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Investment Advisory

For a smooth ride on the investment terrain, you need the support of a professional advisor. Meet your Advisor today.

DBFS Securities Limited is a SEBI registered Investment Advisor. DBFS has a team of qualified and experienced investment advisors, supported by a dedicated research team. The team conducts original research on equity and other investment products, fundamental and technical analysis, identification of value investment opportunities and timely guidance to its customers. DBFS is launching multiple options for its customers to make use of this quality service.

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Pension Plans

Retirement planning is an important aspect of financial planning. Invest in National Pension System (NPS) for a happy retired life.

Plan for financial security so that even after retirement, you can still live with pride, without compromising on your living standards. Lifespan has been increasing, but the average span of employment is not rising correspondingly. The result is an increase in the number of post-retirement years without regular income. National Pension System as promoted by the government of India under all citizens and corporate models has a thoughtful blend of growth and security.

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Loan Products

Chase your dreams, let money not stand in your way. When it comes to borrowing money, what matters is ease and comfort. We assure both.

DBFS offers various loan products through its NBFC subsidiary. It has a diversified loan portfolio under property loan, loan against securities and gold loan. Each of these products has its uniqueness and customer advantage. DBFS’ attempt is to keep the loan processing time to minimum and to offer loans at most attractive rates. Without any hidden charges or fees.

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Portfolio Management Services are most suitable for such high net-worth individuals who wish to take advantage of the opportunities in the capital market, but do not have the time or expertise to manage it on their own. Dedicated fund managers at DBFS, who have a long and successful track-record, would do it for them. Our basic investment objective is preservation and creation of wealth for our clients. It is advisable to commit the investments to a medium to long term horizon, so as to ensure satisfactory returns.

Investment Strategy

Under the discretionary PMS, day-to-day management of the fund is done by the fund manager. Suitable investment strategy for the investor is ascertained by carefully assessing her/his risk appetite and return expectation through risk profiling of the customer. Even while we follow defensive, moderate or aggressive strategies based on the customer’s risk profile, the investment is mostly into fundamentally strong index stocks and blue-chip companies with growth potential.

PMS for Mutual Fund Investments

We have launched a PMS scheme which invests exclusively in mutual funds. This scheme would work more like a ‘fund-of-funds’. Portfolio Manager chooses top performing mutual fund schemes from reputed fund houses through a meticulous scheme selection process. The performance of the fund is reviewed on a periodically basis and necessary restructuring is done.

Get started

Besides basic KYC and opening of demat account, the customer needs to execute a PMS agreement. Minimum investment for PMS is Rs.25 lakhs. Periodic withdrawals are permitted any time, subject to maintenance of minimum investment. There is no exit load in equity PMS, however there is a 1% exit load in PMS investing exclusively in mutual fund schemes.
Periodic customer reports containing portfolio holding and net asset value are sent to account holders. Customers can also view the reports in the web portal.

Pricing

We only have a performance based fee structure. Performance fees are payable over and above a hurdle rate of return, which means that we do not charge you unless there is performance exceeding basic return expectation.

National Pension System (NPS) is a voluntary pension plan that is regulated by the Pension Fund Regulatory and Development Authority (PFRDA). NPS has been designed to enable systematic savings during the subscriber's working life. All Indian citizens including NRIs aged between 18 – 65 yrs are eligible to join NPS – under All Citizen model.

How it works

Every individual subscriber who joins NPS is allotted a Permanent Retirement Account Number (PRAN) card with a 12 digit unique No. Investment into your pension account can be made in lumpsum or in instalments, but a minimum of Rs.1000 to be invested in a year. Your amount invested and the period for which it is held and of course the performance of the fund determine your pension wealth. The amount invested in NPS is managed by the pension fund manager (whom you appoint from the empanelled list). You can invest your funds in equity (max.75%), government securities, corporate bonds and alternate investment funds (max.5%) in proportions fixed by you. You have the option to change the fund manager and the fund management scheme periodically.

Withdrawals are generally restricted, but partial withdrawals are permitted subject to conditions. At the time of maturity ie retirement, you can withdraw upto 40% of the pension wealth as lumpsum withdrawal and the balance should be earmarked for pension. You can structure the pension in line with the available annuity schemes (of annuity service providers) like life annuity, life annuity with return of purchase price, annuity with guaranteed period, life annuity with escalation of rate etc.

Tax Benefits

Under Section 80CCD (1) of IT Act, 10% of salary (in case of taxpayer being an employee) or 10% of gross total income (in case of tax payer being self-employed) subject to a ceiling of Rs.1.5 lakhs is allowed as deduction from taxable income. There is an additional tax exemption for NPS contribution upto Rs.50,000/- in a financial year under Section 80CCD (1B). Additionally, Employer Contribution to the tune of 10% of Basic + DA (without monetary ceiling) can also be availed as deduction under section 80CCD (2), provided the employer is registered under NPS corporate model.

How to open NPS account

NPS is distributed through authorised entities called Points of Presence (POPs). DBFS Securities Ltd. is a PFRDA registered POP. Your pension account can be opened by submitting the duly filled Common Subscriber Registration Form (CSRF) to DBFS.

Equities

Capital market is a world of opportunities; but it’s often complex and tricky. We make it simple for you. A beginner, who wants to learn the trick of the trade, can take the support of our dedicated dealers and branch staff or choose from the systematic investment plans. Our support team will hold your hand and help you learn this, even online.

Get started the easy way

Open a demat-cum-trading account and start investing and trading. Account opening is made simple through online KYC, which enables you to transact in multiple segments and products like Equities, ETFs, Debt Securities, Mutual Funds, Futures & Options, Currency Derivatives and Commodity Derivatives. When the documents are duly submitted, your account will be activated in less than 48 hours.

Technology that empowers you

Once the account is activated, you can trade online through internet or mobile or Call & Trade with the help of our dealing room executives. When it comes to your trading application, we present to you the latest in technology. Available in multiple platforms and editions like desktop, web and mobile, it is robust and user-friendly. The online trading platform iNET, allows customers to access the markets by setting up their own market watch, receiving research tips, real-time charts, online fund transfer and many more features which will enrich your trading experience.

Information at your finger-tip

Basic information about your account like your account balance, buying power (transaction limit), portfolio holdings etc. are available in the trading platform iNET itself. Summary Trade details are sent to your mobile as end-of-the-day sms. Contract notes and periodic statements are sent to your registered email id. More detailed reports are available in the client portal, for which access is provided to all clients. Our best effort is to present information in simple format, which can be easily understood. In spite of it, should you need more explanation, our helpdesk team is always at your disposal.

Brokerage Plans that suits one’s trading pattern

DBFS brings it all at the most competitive price in the industry. We have both traditional as well as flat-fee brokerage plans. Under traditional plans, we have fixed as well as volume linked brokerage slabs. If you are a seasoned investor or trader who understands the nuances of capital market and can manage on your own without the support of our branch network, then our flat-fee brokerage plans is made for you.

Derivatives

Futures and Options are the two types of Derivatives available on Indian Exchanges. As you take buy/sell positions in futures contract, with the movement of price in the underlying index or stock or commodity or currency, you make your fortune. In an Option contract, the buyer gets the right to buy or sell the underlying asset at a specific price within a specific date, by paying a premium to the seller. By paying lesser amount as premium or margin, one gets to create derivative positions of much higher value and to take advantage of the price movements.

Get started the easy way

Open a demat-cum-trading account and start trading. Account opening is made simple through online KYC, which enables you to transact in multiple segments and products like Equities, ETFs, Debt Securities, Mutual Funds, Futures & Options, Currency Derivatives and Commodity Derivatives. When the documents are duly submitted, your account will be activated in less than 48 hours.

Technology that empowers you

Information at your finger-tip

Basic information about your account like your account balance in multiple segments, buying power (transaction limit), portfolio holdings etc. are available in the trading platform iNET itself. Summary Trade details are sent to your mobile as end-of-the-day sms. Contract notes and periodic statements are sent to your registered email id. More detailed reports are available in the client portal, for which access is provided to all clients. Our best effort is to present information in simple format, which can be easily understood. In spite of it, should you need more explanation, our helpdesk team is always at your disposal.

Brokerage Plans that suits one’s trading pattern

Mutual Funds

There are over 40 asset management companies (AMC) in India, each of which offers a number of mutual fund schemes and plans. Each of these AMCs has a lot of funds that fall under different categories and types. A broader categorisation is based on underlying investment like equity, debt and hybrid funds. Under equity, there are categories like diversified equity fund, segment-based funds like large-cap, mid-cap and small-cap funds, sector funds (like infra, IT, banking), thematic funds and strategy based funds etc. There are multiple categories under debt funds too, like liquid funds,short term debt funds, fixed maturity plans etc. In this world of multiplicity, our job is to make it simple for you.

Get started the easy way

Open a demat-cum-trading account and start investing. Account opening is made simple through online KYC, which enables you to transact in multiple segments and products including Mutual Funds. When the documents are duly submitted, your account will be activated in less than 48 hours.

Investment in mutual funds can be either lump sum investments or investment by systematic investment plans. We would help you to identify the right schemes and plans. Once the account is activated, you can start transacting on your own through our web platform or transact with the help of our dealing room executives.

Mutual funds in your demat account

Having your mutual fund units in the demat account has multiple advantages. It helps you to get details of all your mutual fund investments and shareholdings in one place. It allows you to transfer the mutual fund units to others easily. It also allows you to pledge the units to meet short-term fund requirements, without having to liquidate it at unfavourable market conditions.

Direct Plans Vs. Regular Plans

Mutual Funds offer schemes under direct plans and regular plans. These are two options to buy the same mutual fund scheme, run by the same fund managers who invest in the same stocks and securities. The only difference between the two is that in the case of a regular plan mutual fund house pays a commission to the distributor out of your investment, but in case of a direct plan, no such commission is paid. Therefore the direct plan gives you a better return than the regular plan in the same mutual fund scheme. While most of the distributors are selling only regular plans, DBFS offers direct plans by charging a very nominal transaction fee, enabling the investor to cash-in on the higher returns that a direct plan would offer.