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Learn The Best Investments With Expert Advisors

Founded by visionary finance professionals, Palak Trade Tech Private Limited started as a niche provider in corporate finance and wealth management. With commitment and expertise, we have evolved into a comprehensive financial advisory house, offering solutions to institutions, corporates, and high-net-worth individuals.

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Ratio Trend Chart

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Fund Security

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Standard Deviation

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Becoming No #1 For Investment Needs

Founded by visionary finance professionals, Palak Trade Tech Private Limited started as a niche provider in corporate finance and wealth management. With commitment and expertise, we have evolved into a comprehensive financial advisory house, offering solutions to institutions, corporates, and high-net-worth individuals.

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The Best Investment Learning Solution

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Expert Advisor
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Why Choose Palak Trade Tech?

  • Customer-centric approach

  • Expertise in diverse financial services

  • Insight into clients' perspectives

  • Strong research and technology base

  • Commitment to excellence

Our Professional Skills

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Expert Advisors
83%
Trading Instrument
71%
Technical Analysis
89%
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Securities Broking

We offer seamless access to equity and debt markets backed by robust trading platforms and exceptional research insights. Our brokerage services are designed for efficiency, security, and regulatory compliance.

Wealth Management

Comprehensive wealth management solutions for individuals and institutions, including portfolio construction, tax optimization, retirement planning, and succession strategy.

Investment Advisory

Our advisors deliver personalized solutions based on an in-depth assessment of your financial goals, profile, and risk appetite. We help construct and manage investment portfolios designed for stability and growth.

Distribution Services

We give our clients access to a wide range of mutual funds, insurance products, and alternate investments, supported by thorough analysis and selection advice.

Corporate Finance

Palak Trade Tech supports corporates across mergers & acquisitions, private equity placements, corporate restructuring, capital raising, and financial due diligence, ensuring strategic growth and adaptation.

Risk Management

Our team proactively identifies, assesses, and mitigates financial risks facing your business and personal investments, ensuring resilience and security.

Our Recent Case Studies

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Value Investing

Value Investing

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Investor Behavior

Investor Behavior

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Income Concept

Income Concept

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Bond Yield

Bond Yield

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(+021) 5812 698

Free Consultation

Our Clients Say About Tradex

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Learn More

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    Shawn Beltran
    Shawn Beltran

    Programmer

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      Miya Hansen
      Miya Hansen

      Manager

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        Liya Pickett
        Liya Pickett

        Entrepreneur

        Take Time To Learn Investing

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        Blog & Article

        Recent Blog

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        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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        External Links

        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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