Chhabra Traders Client description

CHHABRA TRADERS was established on 1st August 1976 by SH.NATHU RAM CHHABRA Its establishment has been a landmark in the history of investment trusts in town.
CHHABRA TRADERS mission is to provide comprehensive financial planning services for our customers. We exist to attract and maintain customers. When we adhere to this maxim, everything e1lse will fall into place. Our services will exceed the expectations of our customers.
OBJECTIVES
1 CHHABRA TRADERS helps clients invest their money in various asset classes with a view to achieving their short term and long term goals while managing risk.We advise our clients with regards to investing in various Portfolio Management Schemes, Mutual Funds, Fixed Deposit, Life Insurance. We achieve this by recommending short term & long term investments in high quality instruments with proven track records managed by top quality FUND MANAGERS. Our core competence lies in recommending the best products available across the financial sectors which are best suited to our client’s needs and objectives.

Why Use CHHABRA TRADERS

- Easy account opening
We help you quickly open your mutual fund account and start investing. With us, you don’t need a demat account to start buying mutual funds.

- Easy fund selection & investment
We have tried to make it simpler for you to select the right mutual fund scheme for your financial goals. Once you have shortlisted the schemes, you can go ahead and buy in 3 simple clicks!

- No account opening charges
We don’t levy any charges from our customers.

- Live portfolio tracking
You can see your portfolio value any-time by logging into CHHABRA TRADERS website or mobile app.

- Human connects
Financial matters require discussion and we have humans to help you in the process. You can either call us or get in touch with our Business Associate/distributors in your location.

What Types of Transactions are Possible

You can do following types of transactions for mutual funds in India
• Systematic Investment Plan (SIP) Regular Monthly Investments in mutual funds
• One-time lump sum
• Sell / Redemption: Withdraw money from your mutual fund investments
• Switch: Shift your investment from one scheme to another of the same mutual fund
• Systematic Transfer Plan (STP): You can shift your investment from one scheme to another at fixed interval. It works within a mutual fund.
• Systematic Withdrawal Plan (SWP): You can withdraw / sell your investments at fixed interval
• Instant Redemption: For some liquid schemes, you can instantly redeem your investment

Key Features-
• View Investments Across All Assets Classes, AMC wise and Family wise
• Recent Transactions for MF
• Check Holding Report for MF
• Recommended Funds and News
• Schedule tasks for your Advisor
• Alerts - SIP Expiry, SIP Bounced, SIP Upcoming