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Mr. PiP mobile app

Empower your finances on-the-go with our Mutual Fund Mobile App – Mr. PiP, where smart investing meets convenience at your fingertips! Navigate the world of mutual funds effortlessly – your financial partner for growth and prosperity, anytime, anywhere.

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Mr PiP App

Financial Products Distribution

Financial product distribution encompasses the methods by which various financial products like Mutual Funds, Insurance, NCD, Bonds, IPO and FDs investments are made available to customers. Peerless Securities as an Intermediary plays key role in this process, offering advice, sales, and support services. These products are distributed through channels like direct sales, associates and online platforms. Regulatory bodies ensure compliance with rules and standards to protect customers. Challenges include competition, evolving preferences, and regulatory complexities, but opportunities arise from technological advancements and market trends. Adaptation, innovation, and compliance are essential for effective distribution in this dynamic landscape. Effective distribution strategies, ethical practices, and technological innovation are essential for meeting the evolving needs of consumers and driving growth in the sphere of financial product distribution.


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Form Downloadables

You can download all your FPD related Files, Forms and Documents here...

Description Download
Common Transaction Form
ABSL Mutual Fund -- Common Application Form
ABSL Mutual Fund -- SIP Form
AXIS Mutual Fund -- Common Application Form
AXIS Mutual Fund -- SIP Form
BSE Star MF Application Form
BSE Start MF -- Bank Mandate Form
BSE Start MF (Empanellment) Form
Canara Robeco MF Common Application Form
Canara Robeco MF SIP Form
DSP MF Common Application Form
DSP MF SIP Form
ESSEL MF Common Application Form
ESSEL MF SIP Form
Franklin Templenton MF Common Application Form
Franklin Templenton MF SIP Form
HDFC MF Common Application Form
HDFC MF SIP Form
ICICI Prudential MF Common Application Form
ICICI Prudential MF SIP Form
ICICI Prudential MF Freedom SIP Form
IDFC MF Common Application Form
IDFC MF SIP Form
Kotak MF Common Application Form
Kotak MF SIP Form
L&T MF Common Application Form
L&T MF SIP Form
Mirae Asset MF Common Application Form
Mirae Asset MF SIP Form
Motilal Oswal MF Common Application Form
Motilal Oswal MF SIP Form
Nippon MF Common Application Form
Nippon MF SIP Form
PGIM MF Common Application Form
PGIM MF SIP Form
PPFS MF Common Application Form
PPFS MF SIP Form
SBI MF Common Application Form
SBI MF SIP Form
Sundaram MF Common Application Form
Sundaram MF SIP Form

Description Download
India Infoline (IIFL) NCD Form
Muthoot Finance NCD Product Note

Description Download
About IRFC
About NHAI Issue Highlights
About PFC-Issue-Highlights
IRFC Application Form 54Ec Please mail us :fpd@peerlesssec.com or Call: +91 33 40502770
NHAI 54Ec Application Please mail us :fpd@peerlesssec.com or Call: +91 33 40502770
PFC Application Form Please mail us :fpd@peerlesssec.com or Call: +91 33 40502770
REC Application Form Please mail us :fpd@peerlesssec.com or Call: +91 33 40502770

Description Download
Application Form HDFC Floating Rate Bonds
Huf-Declaration Hdfc Floating Rate Bonds
List Of Hdfc Bank Loctions HDFC Floating Rate Bonds
HDFC BOND AADHAAR DECLARATION

Description Download
Bajaj Allianz Motor Brochure
BAJAJ PROPOSER FORM
Two wheelers packages
Twowheeler Policy wording

Description Download
ICICI Health Elite Plus Policy Wording
ICICI Health Elite Policy Wording
ICICI Health Shield Policy Wording
Star Arogya Sanjeevani
Star Comprehensive FAMILY
Star Family Health Optima
Star Family Health Optima Prospectus
Star mediclassic(INDIVIDUAL)
Star Senior Citizen RedCarpet
Star SeniorCitizens RedCarpet healthInsurance Policy

Description Download
HDFC life - Benefit Illustration
HDFC life - Product Brochure
HDFC life - Application Form

Description Download
Sovereign Gold Bond
SGB RBI Scheme

Financial Product Distribution

Currency trading is the process of buying and selling currencies such as the US Dollar, the Euro, and the British Pound. Often called foreign exchange (forex) trading, it involves purchasing one currency while simultaneously selling another, with the aim of generating profits from currency movements. The International currency market involves participants from around the world. They buy and sell different currencies. Currency trading participants comprise banks, corporations, central banks (like RBI in India), investment management firms, hedge funds, retail forex brokers, and investors like you.

Way to Trade/Invest in PSL

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Online Trading / Investing


Trade/Invest easily from anywhere through our mobile app PSMART  PSMART and MR-PiP  PiPapp

   

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Call & Trade


Just dial 033 6813 5000 and place your order.

033 6813 5000

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Trade from our Office


Visit any of our 10+ offices near you for a rich trading experience.

PSL Location

Open A/c Contact Support

Frequently Asked Questions

Currency derivatives are financial contracts between the buyer and seller involving the exchange of two currencies at a future date, and at a stipulated rate. Currency Derivatives Trading is suitable for those interested in reducing their foreign exchange rate risk. Currency Derivatives in India provide a bundle of opportunities for a number of players. Take this opportunity to effectively manage your international exchange rate risk with currency trading in India.

Mutual Fund Schemes are not guaranteed or assured return products. Investment in Mutual Fund Units involves investment risks such as trading volumes, settlement risk, liquidity risk, default risk including the possible loss of principal.

There are five main indicators of investment risk that apply to the analysis of stocks, bonds, and mutual fund portfolios. They are alpha, beta, r-squared, standard deviation, and the Sharpe ratio.

To start investing in a fund scheme you need a PAN, bank account and be KYC (know your client) compliant. The bank account should be in the name of the investor with the Magnetic Ink Character Recognition (MICR) and Indian Financial System Code (IFSC) details.

A Systematic Investment Plan (SIP), more popularly known as SIP, is a facility offered by mutual funds to the investors to invest in a disciplined manner. SIP facility allows an investor to invest a fixed amount of money at pre-defined intervals in the selected mutual fund scheme.

Mutual fund schemes could be 'open ended' or close ended' depending on its maturity period.

4 Pillars of Successful Long Term Investment:

  1. Tax Efficient Investments – The investment management market emphasizes on total investment returns before taxes, and generally does not focus on the more important after-tax returns.
  2. Low Expense Ratio.
  3. Asset Allocation Strategy.
  4. Diversification & liquidity.

  1. Planning
  2. Patience
  3. Performance
  4. Persistent

You will need a Permanent Account Number (PAN) and a bank account. You also need to complete your CKYC, or Central Know Your Customer process. Further, you also need to submit the FATCA form or complete it online.

Mutual funds offer diversification or access to a wider variety of investments than an individual investor could afford to buy. There are economies of scale in investing with a group. Monthly contributions help the investor's assets grow. Funds are more liquid because they tend to be less volatile.

You will get sort of Marketing Support from PEERLESS SECURITIES LTD.Oline platform to all associate and their clients to keep a track on the portfolio.Simple transaction and payment process.Backoffice support to check multiple reports.

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On Multiple Platform

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