Frequently Asked Questions
What does Anchoria Investment and Securities Limited actually do ?
Anchoria Investment & Securities Ltd is a financial services firm fully licensed by Securities & Exchange Commission to trade on the floors of the NSE, NASD and FMDQ in all quoted securities. We manage investment portfolio for our clients on a discretionary and non-discretionary basis, we offer financial advisory services and we buy & sell securities on behalf of our clients and on a proprietary basis.
How do I open an account and how long does it take?
To open an account, click here to download all necessary documents. After you have filled application form, you can send the documents including a proof of identity, utility bills, and passport photograph to Anchoria Investment and Securities Limited via email@example.com
After we receive your application form, we will determine your investment and risk profile. In case there are no further questions, you will receive your account details within five (5) business days.
What are your working hours?
We are open 8 a.m. to 5.00pm from Monday to Friday.
What type of investment vehicles do we make us of?
We believe all our clients can benefit from low-cost and high yielding investment which is why we diversify investments in vehicles like treasury bills, commercial papers, stocks, fixed income etc.
How are you compensated for your services ?
We make our fees either through a commission stipulated by the Securities & Exchange Commission for buying & selling of securities or on a flat fees basis for advisory and portfolio management services.
What is your minimum investment value?
The minimum investment value differs for each investment. For each product you are interested in, you will be told the minimum investment amount for that product.
What sort of clients do you offer services to ?
We offer services to Retail clients, Corporate clients and Institutional clients.
Do you have a minimum account size?
No. We do not have a minimum account size.
Will you customise a financial plan and portfolio exclusively for me?
Yes. Most client portfolios are a product of our very personal, financial planning process. We create a mix of various asset class instruments for your portfolio, and we re-balance your portfolio to make sure the allocations stay in balance with your financial plan. As your life situation changes, we revise your financial plan and may recommend adjustments to your portfolio so that your investments are appropriately allocated.
How will you keep me involved in decisions affecting my portfolio and investment goals?
We value consistent interaction with each client. As events transpire, we will keep you fully apprised of the performance of your investment portfolio via SMS, phone calls, emails or physical meetings if necessary. Customer statements are provided by the custodian of your account, along with transaction confirmations on purchases and sales. Of course, information on your investment is available 24/7 on your Client Portal.
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