9. No. Variables
(sign used)
V1 Income
V2 Market Situation
V3 Company
V4 Risk Appetite
V5 Management Outlook
V6 Market forecast
V7 Financial Incentives
V8 Cash-flow Budgets
V9 Non-economic Factors
V10 Age Factor
V11 Other Factors

13. Factor What it explains
Income
Personal/Internal Factors Risk appetite
Financial incentives
Non-economic factors
Age factor
Cash flow budgets
Market Situation
External Factors Market forecast
Management outlook
Company
Others

14. FIRMS HDFC SHAREKHAN MOTILAL ICICI KOTAK INDIABULLS
FACTOR OSWAL
BROKERAGE 5p to 50p 5p to 25p 5p to50p, 3p to 25p 4p to 40p 2p to 20p or
1p-10p ( min) 1p to 10p (min)
Rs 10000,
MINIMUM Rs 0 Rs 10000 Rs 50000 Rs 0 Rs 10000 Rs 0
AMOUNT
MINIMUM OPENING Rs 799 Nil Rs 200 Rs 555 Rs 550 Rs 1350
CHARGES
-Equity, features and Trade ETF, IPO, mutual IPO, Mutual K-25 and T-25. IPO, Mutual Funds, Real
PRODUCTS options, ETF, IPO, Tigers, funds, and Funds, and Brokerage, IPO, Estate, Home loans,
mutual funds. IPO, MF online, NRI offerings. Commodities Mutual Funds, Commodity, and
-Do it yourself contract note on Commodities. Derivatives.
systematic investment paper, and ODIN
planning, and Software.
-NRI offerings, loans,
FD.
SERVICES -J2 ME windows, Brokerage services, Call and trade. Brokerage-e Brokerage and Brokerage, Online and
blackberry, android, trade on mobile, and banking banking Offline Trading available
iphone. online, call and services. services. on all phones, No extra
- Call and trade, online trade, dedicated charges on calls from
and offline services for dealer desk at every clients.
different time zones. city.
PROCESS T+2 days T+2 days T+2 days T+2 days T+2 days T+2 days