About Concunsmart

Concunsmart is a Partnership firm established as a SEBI registered intermediary for a period of 11 years. Over the years, Concunsmart has helped the clients to understand and simplify the investment process to achieve their financial goals.

Our Mission

concunsmart is on a mission to promote Equity investments culture among all sections of the society, across all demographics, age, income, gender.

Our Vision

Concunsmart envisions itself as a global broking house and finance company, managed with high degree of professionalism.

Our Experience

Mr. Prashant Angane and Mrs. Pallavi Angane a partner (s) of the firm having an experience Of 20 years and 12 year respectively in capital Market and served more than 12,000 plus clientele.

"Issued in the interest of 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."

"Prevent Unauthorized Transactions in your Demat account & Trading Account , Update your MobileNumber & E-mail ID with your Depository Participant & Broker. Receive alerts on your Registered Mobilefor all debit and other important transactions in your demat account directly from CDSL on the same 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."

Client Registration Documents in Vernacular Languages

Client Registration Documents (Rights & Obligations, Risk Disclosure Document, Do's & Don't's) in Vernacular Languages

Assamese  |   Bengali  |   Gujarati  |   Hindi  |   Kannada  |   Kashmiri  |   Konkani  |   Malayalam  |   Marathi  |   Oriya  |   Punjabi  |   Sindhi  |   Tamil  |   Telegu  |   Urdu

Note: "This document is a translated version of the client registration documents in English and is being provided in vernacular language to facilitate better understanding by the investors. In case of any ambiguity, the contents of the English version would prevail."

Concunsmart Services

Concunsmart fulfils all your Investment related needs.

NRI Services

All the Below accounts are interlinked with each other, Every sales and purchase transaction of share, fund pay in and pay out (Bank Transactions), are routed through the above accounts. The account holder will get the ID and password for all the accounts which are accessible by the investor at anytime, anywhere in the world. Concunsmart helps NRI investors to complete the following documentation

  • PAN Application.
  • NRE Savings Application.
  • PIS Account.
  • Share Trading Account.
  • DEMAT Account.
  • Mutual Fund Investment.

Portfolio Restructuring

Concunsmart reviews the existing investments of clients. After reviewing your holdings, we suggest to either hold or shift to some other stocks, on the basis of fundamentals. Our review consists of suggestion related to equity investment, mutual funds, tax related investments & all other investments.

You can upload your portfolio now or avail a free portfolio review consultation by providing your contact details.

Treasury Operations

Concunsmart offers services to corporates, high net worth individuals, to deploy their fund for the shortest period in liquid funds, with the goal of managing their liquidity. We select the right funds and offer all back office support, so that the firms involvement is not necessary at all.

Investment Advisory

We plan for your investments after proper study of your profile that includes your Age, Family Size, Financial Standing, Short Term and Long Term Liability, Risk Appetite, etc. We suggest Stocks, Mutual Fund, Tax Saving Instruments based on these factors as mentioned above. Concunsmart always selects Stocks and Mutual Funds for Medium to Long Term, as this is when the returns are visible. We monitor and review your portfolio on regular basis and keep you updated. These efforts are visible in the form of higher returns in your account combined with the benefit of high liquidity. In other words we help you to create wealth for your present and future goals

Reports

Concunsmart team analyses and identifies STOCKS and MUTUAL FUNDS with high potential of return, fortnightly.

DEMAT

DEMAT acts like a bank account for your shares. All your shares of different companies are held in the DEMAT account. A DEMAT Account holds all the investments an investor makes in shares, government securities, ETFs’ (exchange traded funds), bonds and mutual funds in one place. It has now been made mandatory to hold all shares of listed company in DEMAT form. Concunsmart is experienced to help you with issues related to:

  • Old Physical Shares.
  • Change of Name of the Company.
  • Dividend and Bonus related Issues.
  • Loss Of Share certificate.
  • Death of original Holder (Transfer).
  • Debenture and Warrant related issue.

11+

Year Of Experience

12,000+

Happy Family

Latest Update

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Contact

Registered Office:

G 405, Arabiana Casa Rio Beside Pawar Public School, Nilje Lodha Palava City Dombivali (E) - 401204

Corporate Office:

Correspondence Address:

C4, Kantilal Mangalal Estate Silk Mill Compound, LBS Road, Bhandup (West), Mumbai - 400078

Compliance Officer

Mr. Srinivas Yemula
compliance@concunsmart.com
022-62921600

Call Us

022-62921600

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