About Yukti
A broker built around what the client actually needs to know
Investeria Financial Services Private Limited, trading as Yukti, is a SEBI-registered stock broker and depository participant. We execute, settle and hold; we do not manage money and we do not sell opinions. This page says who we are, what we believe about markets, who is answerable for what, and how to read the one thing every client looks at a hundred times a day: a quote.
At a glance
Investments in securities are subject to market risks; read all the related documents carefully. Registration granted by SEBI, membership of an exchange and certification from an examining body in no way guarantee the performance of the intermediary or provide any assurance of returns to investors. Nothing on this page is investment advice or a recommendation to deal in any security. The figures in the illustrated quote further down are examples used to explain the fields, and are not quotes, positions or results. We will never ask you for your password or your one-time password.
Mission, vision and the six values behind them
A mission that can be read as a promise about returns would be a mission we are not allowed to have. Ours is about what we control: access, cost, clarity and conduct.
Mission
To give every client the same access, the same price and the same explanation, so that the only thing separating one client’s outcome from another’s is their own judgement and the market itself. We do that by executing cleanly, charging one published price, holding securities where they belong and explaining the mechanics in language that does not need a glossary.
Access, cost and clarity are ours to control. The outcome never is.Vision
An Indian market in which a first-time investor is not at a disadvantage for being new: where the costs are visible before the trade, the risks are stated in the same breath as the opportunity, and nobody is sold a product because it pays the person selling it. We would rather be the broker a cautious person recommends to their family than the one with the loudest advertisement.
A market where being new is not the same as being prey.The promise we can actually make
We will not promise you a return, because nobody in this market may. What we will promise is narrower and entirely enforceable: a published price with nothing added to it, your money moving only between your own accounts, an order route that treats every client the same, a named person answerable for a complaint, and a page like this one that tells you how something fails before you use it.
Narrow promises, kept. Not wide ones, implied.Six values, written as rules rather than adjectives
Seven things we believe about markets
Not predictions, and not advice. These are the working beliefs that decide how the platforms are built, what the pages say and what nobody here is allowed to tell you. Pick one on the left to read why we hold it.
The market does not know how hard you worked on an idea, and it does not pay you for the hours.A house principle, written for this page
Effort is the thing people can control, so it is the thing people reach for: more screens, more indicators, more hours. None of it changes the fact that a return comes from bearing a risk somebody else did not want to bear. A position is not better for having been researched longer, and a loss is not evidence that you were careless. Separating the quality of a decision from the outcome of it is the hardest discipline in this business, and the one that keeps people in it.
These are our own words and our own view, written for this page. They are not quotations from any person, they are not a forecast and they are not a recommendation to deal in any security.
What we do, and what we will never do
A broker’s value to a client is as much in the second column as the first. If anybody acting in our name does something on the right, it is not permitted, and we want to hear about it on the published number the same day.
What we do
- Execute your orders on the exchanges we are a member of, and settle them.
- Hold your securities as a depository participant, in a demat account in your own name.
- Charge one published price, a flat twenty rupees per executed order, with every statutory levy shown separately.
- Give you platforms, charts, alerts and statements at no additional charge.
- Explain how an instrument, a charge or an order type works, in writing, as often as you ask.
- Publish the policies, the investor charter and the complaint data we are required to publish.
- Name the person answerable for a complaint, and the route above them.
- Record the dealing desk calls, and keep the records the regulations require.
What we never do
- Advise you on what to buy or sell, or run a research or tip service, unless a separate registration for it is held and disclosed.
- Promise, indicate or imply any return, profit or outcome. Nobody in this market may, and nobody acting for us is permitted to.
- Trade on your account without your instruction, or accept your credentials from you or from anybody else.
- Accept money from a bank account that is not yours, or pay money out to one.
- Hold your securities in our own name, or pool them with anybody else’s.
- Charge anything beyond the published tariff, or let an authorised person charge you for service or advice.
- Ask you for your password, your one-time password or your authenticator code. Not once, for any reason.
- Sell you a product because it pays us more than the alternative does.
What we do
What we never do
Company details and registrations
Everything a client, a counterparty or a regulator might need to identify us, in one place. Verify each code against the register of the body that issued it rather than taking it from this page.
- Legal name
- Investeria Financial Services Private Limited
- Trading as
- Yukti
- Corporate identity number
- U65921MH2011PTC212864
- SEBI registration number, stock broker
- INZ000225432
- Member code, NSE
- 14452
- NSE clearing code
- M51248 (Self Clearing)
- Member code, BSE
- 6462
- Member code, MCX
- 46090
- Member code, MSEI
- 81900
- Depository participant, CDSL
- DP ID 12072900
- SEBI registration number, depository participant
- IN-DP-297-2016
- AMFI ARN
- 82323
- Registered office
- 1003, Ruby Crescent Business Boulevard, Ashok Chakrawarthy Road, Above Axis Bank, Kandivali East, Mumbai, Maharashtra, India, 400101
- Administrative office
- 918, Iconic Shyamal, Shyamal Cross Road, Ahmedabad, Gujarat, India, 380015
- GSTIN, Maharashtra
- 27AAFCP8423Q1ZQ
- GSTIN, Gujarat
- 24AAFCP8423Q1ZW
- Designated client bank accounts
- HDFC Bank Ltd. UCNBA (Upstream) 57500001483261 and DSCNBA (Downstream) 57500001483274, both IFSC HDFC0000060. Transfer money only to these accounts.
- Date of incorporation
- XXX
- Statutory auditor
- XXX
- Designated compliance officer
- Mr. Pradip Dutt · compliance@yuktibroking.com · +91 77409 44944
- Principal officer under the PMLA
- XXX
- Grievance email
- grievance@yuktibroking.com
- Client servicing
- Ms. Akansha More · bo@investeria.in · 022-352207658
- Head of client servicing
- Mr. Jitendra Dasvani · dp@investeria.in · +91 77409 44944
- Chief Executive Officer
- Mr. Sanjay Kotak · sanjay.kotak@investeria.in · 079-49199817
- Designated Director
- Mr. Shankar Khandelwal · shankar.khandelwal@investeria.in · 079-49199817
- Investor charter and complaint data
- Published on this website
- Segments we are a member of
- Equity cash, equity derivatives, currency derivatives, commodity derivatives
| Name of the bank account | Bank name | A/C no. | IFSC code |
|---|---|---|---|
| Investeria Financial Services Pvt Ltd – UCNBA (Upstream) | HDFC Bank Ltd | 57500001483261 | HDFC0000060 |
| Investeria Financial Services Pvt Ltd – DSCNBA (Downstream) | HDFC Bank Ltd | 57500001483274 | HDFC0000060 |
Verify, do not trust. A registration number and its current status are public information, published by SEBI, the exchanges and the depository, and checking one takes a minute. Never accept a registration number from a letterhead, a screenshot, a message or a person on a telephone call. The links to every register are on the regulator links page. Registration granted by SEBI, membership of an exchange and certification from an examining body in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.
Where the documents are
The disclaimer, the privacy policy, the disclosures, the terms, the investor awareness material, the dos and don’ts, the policy register and the regulator links are all on their respective legal and compliance pages.
Also there: the five-step grievance ladder, with timelines.
How to reach a person
Support, the dealing desk, the grievance officer and the designated compliance officer, each with its own route and its own published timeline, are on the contact page. Write from your registered email address and ask for a ticket reference.
Timelines: XXX
The one rule worth memorising
Nobody from here will ever ask for your password, your one-time password or your authenticator code, and no genuine process requires them. Anybody asking is committing a fraud, whatever they know about you and however the number appears.
If it happens: end the call and telephone us on the published number.
Investments in securities are subject to market risks; read all the related documents carefully. Investeria Financial Services Private Limited, trading as Yukti, is a stock broker and depository participant registered with SEBI; registration and member codes are published on the contact page and are to be verified against the registers of the issuing bodies. Registration granted by SEBI, membership of an exchange and certification from an examining body in no way guarantee the performance of the intermediary or provide any assurance of returns to investors. Company particulars, registration numbers and the names of the designated officers on this page are to be verified against the registers of SEBI, the exchanges and the depository. It is not investment advice, not a recommendation to deal in any security and not a solicitation to use any order type. A stop-loss is a trigger to place an order and not a guarantee of a price. An intraday product is squared off automatically before the close at whatever the market offers. Leveraged positions can lose more than the amount committed. Features, order types, segments, margins and cut-off times are set by the exchanges, the depositories and our own risk policy, are amended from time to time, and may be restricted or withdrawn at short notice. Download the app only from the official app stores. We will never ask you for your password or your one-time password.