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About Us

About Us

PALAK TRADE TECH PRIVATE LIMITED is promoted by a team of finance professionals with an objective to provide value-added financial services. Initially, the Group focused on a niche financial solutions provider in corporate finance and wealth management to Indian companies and high-net-worth individuals. The Group started its operations and its range of services. Today, PALAK TRADE TECH PRIVATE LIMITED provides services for securities broking.

PALAK TRADE TECH PRIVATE LIMITED is being managed by its promoters along with a young and dynamic team of professionals with rich experience, in their respective fields. PALAK TRADE TECH PRIVATE LIMITED is establishing itself to be one of India’s leading financial advisory houses, offering various financial solutions to its Institutional, corporate, and individual clients.

THE CUSTOMER-CENTRIC approach of PALAK TRADE TECH PRIVATE LIMITED dedicated professional team has helped carve a niche for itself in the financial services arena and won the confidence. From a wide spectrum and comprise Banks and other financial institutions, Mutual funds, Insurance companies, foreign institutional investors, public sector undertakings and government departments, private corporates, trusts, and individuals.

Vision

PALAK TRADE TECH PRIVATE LIMITED believes in attaining customer satisfaction, on a continuing basis, by providing the highest standard of financial services in India. The philosophy at PALAK TRADE TECH PRIVATE LIMITED is to provide services to clients after an assessment of their profile, needs, and risk appetite.

The basic work theme at PALAK TRADE TECH PRIVATE LIMITED is:

  • Dedicated, competent, and honest team of professionals
  • Customer-centric work environment
  • Insight into customers’ perspectives
  • Strong research base
  • Clear understanding of applicable laws
  • Consistency and passion to excel
  • Technology savvy

Milestones

With the coming into existence of the PALAK TRADE TECH PRIVATE LIMITED, we have started diversifying ourselves into a complete financial solution providing house, catering to varied needs of our clients ranging from investment advisory services to investment banking, corporate re-structuring, distribution and broking services, risk management.

PALAK TRADE TECH PRIVATE LIMITED is in process of making a place for itself in the midst of the top financial solutions provider in the country.

Promoters & Directors

Mr. Kailash Bhansali, Mr. Dinesh Kumar Jain and Mr. Harsh Jain are a team of qualified Chartered Accountant professionals, with decades of experience in securities broking and corporate finance.

Their vast experience and vision have enabled PALAK TRADE TECH PRIVATE LIMITED to establish itself as a respected financial services provider in the country. The team is in charge of the overall group strategies and leads securities broking, investment advisory, and investment banking activities.

 

Director’s Profile

Mr. Dinesh Kumar Jain

Dinesh Kumar Jain, B.Com. FCA is a fellow Chartered Accountant by qualification

April 2009 to till date – He is associated with Marudhar Stones International Private Limited, an export based company, as non executive director in charge of Finance & Regulatory matters.

He has extensive 25 years+ experience in handling treasury functions, liasioning with banking and regulatory authorities.

 

Mr. Harsh Jain

Harsh Jain, B.Com, FCA is also a fellow Chartered Accountant by qualification.

May 2014 to till date – He has more than ten year of international and domestic  exposure through significant tenure in Dubai and worked in manufacturing and hospitality sector overlooking accounting, tax and regulator aspects.

Meet Our Expert Advisor

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Keith Guzman

CEO Tradex

Keith Guzman

Jordan Cotton

HR Manager

Jordan Cotton

Attention Investors 1. Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 01, 2020. 2. Update your email id and mobile number with your stock broker / depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge. 3. Check your securities / MF / bonds in the consolidated account statement issued by NSDL/CDSL every month. ………. Issued in the interest of Investor
ATTENTION INVESTORS :- a) Prevent unauthorised transactions in your account. Update your mobile numbers/email IDs with your stock brokers. Receive information of your transactions directly from exchange/depository/repository on your mobile/email at the end of the day; b) KYC is one time exercise while dealing in securities markets – once KYC is done through a SEBI registered intermediary (broker, DP etc.), you need not undergo the same process again when you approach another intermediary; c) Prevent Unauthorized Transactions in your demat account. Update your mobile number with your depository participant. Receive alerts on your registered mobile for all debit and other important transactions in your demat account directly from NSDL / CDSL on the same day. (Issued in the interest of investors). Please read the Risk Disclosure Document and Do’s & Dont’s prescribed by the exchange/depository/repository carefully before investing. Please carefully read the risk disclosure document as prescribed by SEBI & FMC. Existing customers can send in their grievances to
Advisory – KYC Compliance • All investors are requested to take note that 6 KYC attributes i.e. Name, PAN, Address, Mobile Number, Email id and Income Range have been made mandatory. Investors availing custodian services will be additionally required to update the custodian details. • The last date to update KYC is on or before March 31, 2022. • Thereafter non-compliant trading accounts will be blocked for trading by the Exchange. • The non-compliant demat accounts will be frozen for debits by Depository Participant or Depository. • On submission of the necessary information to the stockbroker and updation of the same by the stockbroker in the Exchange systems and approval by the Exchange, the blocked trading accounts shall be unblocked by the Exchange on T+1 trading day. • The demat account shall be unfreezed once the investor submits the deficient KYC details and the same is captured by the depository participant in the depository system. • To ensure smooth settlement of trades, the investors are requested to ensure that both the trading and demat accounts are compliant with respect to the KYC requirement. • The investors are hereby requested to comply with the regulatory guidelines issued by Exchanges and Depositories from time to time with regard to KYC compliance and related requirements.

CIN No: U66120KA2024PTC191105

SEBI Registration No: INZ000322935

NSE Member Code: 90444

BSE Member Code: 5169

About Company

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Investor Grievance & Complaint Redressal

  • For complaints, email: palaktradetech1@gmail.com
  • Step-by-step complaint process is outlined on our “Support” page
  • Clients can also check complaint status by contacting our support team or checking the complaint tracking portal

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