At S & P Financial Services, we believe in providing simple & easy solutions with regard to financial planning, retirement planning, cash flow management, asset management, insurance consultancy and real estate investment planning. Our team of specialist advisors will work with you to create a plan that is specific to your future goals.
S & P Financial Services can be your trusted partner in helping you create, preserve & protect your wealth and lifestyle through personal counsel . We assist our clients to understand their wealth, their investments, and have complete knowledge of the products of investment so that they progress towards their financial life goals.
We hold over 18+ years of experience in Financial advisory, therefore we can build strategies that can empower your financial decisions.
Whether you are curious to know about our financial products or plans - we are ready to answer any and all your questions. Kindly, fill out the form given below in order to get in touch with us.
Ask what you want to know
Every person who is an individual resident of India, HUF,NRI, proprietary firm, partnership firm, or a company can easily open a trading account with S & P Financial Services.
It's simple. You can open your power-packed trading account with True Wealth Financials with following easy steps:
A. By Phone
Call 9425551580 and we will guide you to complete the formalities required
for opening an account.
B. Branch/Office visit
Just walk-in to our office. To know the location of our office, search us on
Address Commercial Complex 89, Sector-10 Zonal Market, Near STATE BANK OF INDIA Bhilai Durg.
C. Email
Drop us an email with your name and contact number at
info@truewealthfinancials.com and we'll call you back or
Fill out enquiry form at https://truewealthfinancials.com/contact
D. Online
Visit http://truewealthfinancials.com
1) Click on “Traders Corner”
2) After clicking on “Traders Corner” you will be redirected to
www.motilaloswal.com/ then follow these steps:
2.1) Click on Open an Account or Open a demat account
2.2) Fill up the Online Account Opening form
2.3) Call 9425551580 in case of any queries and their executives will help
you fill out the online account opening form
Generally, we offer customized brokerage schemes that suit your trading requirements. Hence, our cost depends on the scheme that you choose while opening your trading account with us.
The following documents are required for opening an account:
a.Proof of Identity Copy of PAN Card
b.Proof of Address Copy of any one of the following (Self Attested)
- Passport
- Ration Card
- VotersID
- Driving License
- Electricity Bill (not more than 2 months old)
- LandlineTelephone Bill (not more than 2 months old)
- Bank PassBook
c. Bank Proof Copy of Bank Pass Book or Personalized Cheque leaf (For
Existing Bank Account Holders Only)
d. Latest Photograph (Single copy)
After you submit the relevant documents, we will send you the Welcome Kit with details of your Client ID and password within a minimum of 7 working days.
In order to use our Online Trading Platform, you will be required to have a demat account withTrue . If you opt for our offline trading mode, you can continue using your existing demat account.
Clients can trade through Desktop lite (exe), website based trading platform and URL based mobile trading.
Once your account is activated, we will send you a unique Login ID and password, with which you will be able to access your account online. If you do not know your username or have forgotten it, you can call on 9425551580 or drop a mail to info@truewealthfinancials.com and we will be able to assist you.
Yes, you can check your account details on www.motilaloswal.com
Procedure:
1. Click on Login tab in the extreme right
2. Select My Motilal Oswal from the dropdown
3. Select login as Customer
4. Select login with as equity client code
5. Enter the password
Lite-Desktop Exe/Web:
1. Login to the Lite-Desktop / Lite-Web with your credentials
2. Select reports-> My reports
3. Enter the login id and password
With S & P Financial Services, you can start investing in a wide range of investment options including equities,derivatives, IPOs, mutual funds, commodities, currencies, ETFs and much more.
Yes. Our highly experienced advisory team values your future and recommends stocks to invest in for a few days to a few years.
You can track your account status by calling our Investment Advisor and he will give you all the details, you can also email us on info@truewealthfinancials.com and let us know what information you require.
No. You need to open an online trading account to trade online with us.
You can open your account in any of the popular Banks like HDFC,SBI, ICICI, Axis, PNB, IDFC etc.
Funds transfer is a very simple process which can be done online after logging in the online terminal.
Yes, you can submit a cheque but the buying limit would be provided to your trading account after the cheque is cleared by the bank.
It will normally take 3-6 working days for payments through cheque to be cleared. When you use our payment gateway, the funds are instantly allocated to your account.
No, The cheque or bank transfer should be in the name of the account holder and from the bank account specified by the account holder at the time of account opening.
S & P Financial Services is an investment Advisory headquartered in Bhilai with sole aim to provide end to end wealth management solutions under one roof.
We focus to assist you with every aspect of your financial life that you are concerned with, we also focus on our discussions to keep our clients well protected.
Financial planning is a form of financial management that looks at an individual’s overall financial picture. A financial planner will often ask a prospective client to fill out an extensive questionnaire in order to understand his or her financial needs and goals. The planner will usually put together a detailed short-term plan designed to improve the client’s overall position.
Yes, we do recommend mutual funds because of the following benefits:
1. Risk Diversification: Every stock is subject to unsystematic risk, which
means that it is unique to the company, and systematic risk, which
applies to the entire market. Mutual funds help investors diversify this
type of risk by investing in a portfolio of stocks across different sectors.
2. Smaller capital outlay: Investors who want to build a diversified stock
portfolio will need to invest a large amount of money. However,
investors can own a diversified portfolio of stocks through mutual
funds with less money, since mutual funds pool the money and invest
it for all the investors.
3. Investment expertise: Mutual funds are managed by professional
fund managers who have the desired qualification, expertise and
experience in picking the right stocks or other instruments to get the
best risk adjusted returns.
4. Variety of modes of investments: Mutual funds offer investors
flexibility in terms of investment options. Investors can choose from a
variety of modes including lump sum, systematic investment plans
(SIP), and systematic withdrawal plans (SWP). Growth is an option that
allows you to benefit from compounded returns over a long period.
5. Disciplined investing: Mutual Fund SIPs help investors to invest in a
disciplined manner. Many investors fail to build a substantial
investment corpus because they are not able to invest in a disciplined
way. Mutual fund SIPs help investors maintain a disciplined approach
towards investment.
S & P Financial Services combines the ease and convenience of investing online with the robust support of a skilled financial planner. With TWS you can rest assured that the investment recommendations made will be free of conflicts, and in the interest of achieving your long-term goals alone. Our service has been built entirely on our quality of advice.
Yes, After a prior appointment via phone call on 9425551580 or email on info@truewealthfinancials.com you can definitely have a face to face meeting with our experienced Advisors.
