INDIA'S PREMIER CUSTODIAN
Securities Services/ Custodian Services offered by StockHolding:
StockHolding pioneered custodial services in India in 1988 and presently the only
custodian to literally provide doorstep services through its 189 offices pan India.
It services client assets of approx. USD 485 billion (approx. Rs. 32 lakh crore)
of which USD 190 Billion is institutional assets. StockHolding’s diverse set of
products have successfully addressed the aspirations of an equally diverse set of
investors/ clients who appear in the top quadrant of their respective segment in
terms of assets/ investments managed by team. StockHolding’s 700 man-years of Custodial
expertise and its reach, experience ensures our commitment and dedication to delivering
high quality solutions and services to our client’s advantage. This also reflects
our robust Operational processes and procedures. StockHolding is the first custodian
to offer services to Foreign Portfolio Investors (FPIs).
StockHolding is the first Custodian to offer Technology based solutions, since inception
especially in the area of Custody & Clearing. Our Technology solutions are driven
by an in-house development team that has deep exposure to capital markets and thus
have the ability to customise solutions in the shortest time to our clients benefit.
Presently we roll out Standard, Regulatory, and customized reports to our clients,
thereby making us probably the most diverse in our abilities as well. Needless to
say, we are the PREFERRED Custodian of the Large Institutional Investors in India.
Our innovative Services are designed to incorporate a high level of flexibility
which enables us to customise as per client specific requirements.
StockHolding is the First Asian company to be bestowed with the prestigious Smithsonian
Award for ‘Visionary use of IT’.
Services offered by StockHolding include:
On Boarding / Registration Services
As a registered Designated Depository Participant (DDP) we issue Registration Certificate to Foreign Portfolio Investors.
Hold & protect your assets.
Service offerings for FDI and Private Equity investors.
Our Straight-through processing abilities helps speed up the processes with greatest ease and minimum time.
Prompt collection of income on portfolio holdings and reconciliation thereof.
Ensuring timely forecast of all corporate actions entitlements and benefits accruing on client’s holdings.
E-Voting services for registering your votes as per your instructions.
Proxy Voting – Countrywide reach in rendering proxy services as per your instructions.
Providing Customised, timely & Comprehensive reports on portfolio holdings.
Dedicated Relationship Managers as one point contact.
Periodic bulletin(s) on updates on Regulations (including taxation), Markets etc.
Collateral Management services for various segments.
Aid your risk mitigation at every stage of the transaction’s life cycle with efficient risk-free mechanisms and monitoring positions on a continuous basis.
Clearing & Settlement for Derivatives
Leading Clearing Member on the Futures and Options segment for cash, currency and Interest Rate Futures (IRF).
Settlement of client’s transaction on NDS platform for RBI.
Fund Accounting Services
Fund accounting solutions fully integrated with Custody.
Assist clients through measurements of their financial performance, risk, credit quality, computation of Net Asset Value.
Securities Lending & Borrowing
Aiding clients to monetise their AUC through Lending Product.
For all foreign investors availing of custodian services, StockHolding co-ordinates with his Certified Public Accountant (CPA) for all aspects pertaining to his taxation and submits the CPA details of all transactions done, obtaining tax certifications and payment of taxes before remittance of funds.