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Application Form For Account Detail Modification
Offline KYC Form
FATCA-CRS for Individual
FATCA-CRS for Entity
CKYC-Individuals
CKYC-Non-Individuals

SARAL Account Opening Form
NSDL-Addition of Beneficiary Off-Market
CDSL-Addition of Beneficiary Off-Market
Name Deletion in Joint Account
FORM – 30 – Affidavit
FORM – 30 – NOC
FORM – 30 – Indemnity – Bond
BLOCK MECHANISM – NSDL
BLOCK MECHANISM – CDSL
Form 40 – Change Of Name Of Karta In Case Of Death
Application – Closure Of DP Account – NSDL
Form For Transmission Alongwith Dematerialization
FORM – 30 – Transmission Form
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Signature Modification Form – DP
Repurchase / Redemption Form – DP
Speed-e Application Form
Request & Authority For Placement Of Securities Collateral
Change Request Form (CRF) – Bank Details
Nomination Form – DP
DEMAT DEBIT AND PLEDGE INSTRUCTION (DDPI)
Eureka – DP Rate Chart
Request For Change Of Residential Status From RI To NRI
Application – Closure Of DP Account – CDSL
Conversion Request for Mutual Fund Units into Demat
NSDL Delivery Instruction – Off Market Sale Consideration Payment Details
CDSL – Nomination Form
Request Letter For Name Correction
Declaration By HUF For KRA
Declaration By HUF For DP
Link/delink Of Ucc Code With Demat A/c Number
CDSL Delivery Instruction – Off Market Sale Consideration Payment Details

Declaration Under FEMA
KYC – AUTHORISATION FORM
Declaration by KARTA
Application – Closure of Trading Account
Reactivation Form for Dormant Trading Account
Change Request Form (CRF) – Bank Details
Segment / Internet Based Trading(IBT) Activation Form
Authority Letter For Running Account
Family Declaration Form
Financial Details Updation Form – Individual
Financial Details Updation Form – Non Individual
Rights And Obligations
MTF Agreement

Reconversion Request Form of Mutual Fund Units
Conversion Request Form For Demat Of Existing Mutual Fund Units
Common Transaction Form

NPS withdrawal form Due to Superannuation/Incapacitation
NPS Contribution Instruction Slip (NCIS)
Exit from National Pension System Due to Premature Exit
Form 601-Partial Withdrawal Under NPS
Form For Withdrawal By Claimant Due To Death Of Subscriber
Subscriber Details Change
Scheme Preference Change
Inter Sector Shifting
Change Of POP Subscriber
Subscriber Registration Form

Rights & Obligation of Beneficiary Owner & DP
Most Important Terms and Conditions (MITC)
Signature Declaration
Open Position Declaration
FATCA Declaration
Risk Disclosure Document – Commodity
Client Registration Documents in Vernacular Language
Guidance for Investors – Commodity
KYC Filling Guidelines
Rights & Obligations – Capital Markets & Derivatives
Risk Disclosure Document – Capital Markets & Derivatives
Guidance for Investors – Capital Markets & Derivatives
Eureka – Policies & Procedures
Information & Prevention of Money laundering
Rights and Obligations – DP
Rights and Obligations – SLB

SMS CIRCULATED STOCK
BSE GSM
NSE GSM

Contact Us

    Address

    1101, Merlin Infinite, DN 51, Salt Lake City, Sector 5, Kolkata 700091

    Phone Number

    +91 33 6628 0000

    Email Address

    info@eurekasec.com

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    SCORES Portal

    Filing complaints on SCORES can be done in easy and quick steps as follows:
    a) Register on SCORES portal-Visit SCORES Portal.
    b) Mandatory details for filing complaints on SCORES: Name, PAN, Address, Mobile Number, and Email ID
    Benefits of using SCORES
    a) Effective communication
    b) Speedy redressal of grievances

    Eureka Stock & Share Broking Services Ltd. is an ISO 9001: 2015 Certified Company (Certificate No: IND.20.6217/QM/U).
    SEBI Single Registration Number: INZ000169839 [NSE-CM, FO, CD, Commodity, WDM; BSE-CM, FO, CD, Commodity; MSEI-CM, FO, CD, MCX, NCDEX] Registered Member Code: 00684 (NSE), 906 (BSE), 36100 (MSEI), 56480 (MCX), 01288 (NCDEX) NSDL & CDSL Single Registration Number: IN-DP-654-2021. PMS – Eureka Portfolio Management Services Pvt. Ltd. SEBI Registration Number: INP000005740. AMFI registered Mutual Fund Distributor | Mutual Fund ARN: 77441. Date of initial registration – 03/12/2009 and Current validity of ARN – 05/01/2027

    BSE  | NSE | SEBI  | NSDL | CDSL | MCX | NCDEX | RBI | FMC | AMFI | CAC 40 | DJIA | DAX 30 | FTSE | Hang Seng | Jakarta Composite

    Terms & conditions  | Privacy Policy | POSH Policy | Policies & Procedures | Risk & Disclosure | Research Disclaimer | Mutual Fund Disclosure

    For any grievance or investor complaint, please mail us at grievance@eurekasec.com (Escalation-Matrix)  | Complaint Registration Guide | MCX Investor Service

    Advisory For Investors  |  Investor Charter & Disclosure  |  KYC Procedure  |  ISO Quality Manual
    e-Voting Links :-   NSDL  |  CDSL
    ODR Portal Link
    Attention Investors*
    Prevent unauthorized transactions in your account: Update your mobile numbers/email IDs with your stock brokers. Receive information of your transactions directly from the Exchange on your mobile/email at the end of the day(Issued in the interest of Investors) KYC is a one time exercise while dealing in the securities markets. Once KYC is done through a SEBI-registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.
    Attention Investors*
    No need to issue cheques by investors while subscribing to the IPO. Just write the bank account number and sign in the application form to authorize your bank to make the payment in case of an allotment.There is no need to worry about the refund as the money remains in the investor's account.
    Attention Investors*
    Attention Investors : Check your Securities/MF/Bonds in the Consolidated Account Statement issued by NSDL/CDSL every month.

    Copyright © Eureka Stock & Share Broking Services Limited. All Rights Reserved

    Job Description:

    Job Description

    • Building and maintaining solid relationships with HNI / Ultra HNI clients, understanding their financial goals, risk tolerance and investment preferences.
    • Conducting in-depth economic assessments to analyse clients’ current financial situations and identify areas for growth and improvement.
    • Developing personalised financial plans and investment strategies aligned with client’s objectives and risk profiles.
    • Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis.
    • Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients’ changing needs.
    • Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions.
    • Collaborating with internal teams, to offer comprehensive financial solutions to clients.
    • Helping the company meet its financial objectives through personalised financial planning.
    • Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients.













      Job Description:

      Job Description: 

      We are seeking a highly skilled and motivated Fundamental Research Analyst to join our team. The selected candidate would be responsible for fundamental equity research and creating and implementing rule-based equity investment strategies that consistently outperform industry benchmarks. This role involves working in collaboration with a team of fundamental analysts to develop and fine-tune multiple strategies, with a primary focus on achieving Alpha generation targets. 

      Key Responsibilities: 

      1. Analyze and build advanced rule-based strategies from scratch for equity investments
      2. Back-test these strategies rigorously to ensure their effectiveness
      3. Implement and monitor these strategies to achieve consistent risk-adjusted investment returns
      4. Possess a strong understanding of equity markets, with expertise in fundamental analysis
      5. Demonstrate skill, aptitude, and speed in analyzing complex financial data using Excel
      6. Work closely with a team of fundamental analysts to contribute to the development of multiple investment strategies
      7. Preparing sophisticated fundamental Report on Sector / Industry / Stocks and financial modeling
      8. Communicating with HNI / Corporate / Institution clients

      Desired Educational Qualifications: 

      • MBA (Finance) from a reputed collegeand/or pursuing CFA 
      • NISM Research Analyst Module
      • NISM Investment Advisory Module would carry extra weightage













        Job Description:

        Key Responsibilities:

        Client Acquisition & Relationship Management

        • Build and manage strong relationships with institutional clients such as Asset Management Companies (AMCs), Insurance Firms, NBFCs, Corporates, and Treasury Desks.
        • Understand client investment objectives and provide customized solutions across equity, debt, derivatives, and alternate asset classes.
        • Regularly engage with clients through meetings, calls, webinars, and corporate events.

        Sales & Product Pitching

        • Promote brokerage services, research ideas, and execution capabilities to institutional clients.
        • Get & target new empanelment opportunities.
        • Ensure high-volume and value transactions through strategic client targeting.

        Coordination with Research & Trading Teams

        • Act as a liaison between the research desk and clients to deliver actionable investment ideas and reports.
        • Coordinate with the trading desk for best execution of institutional trades.
        • Provide client feedback to internal teams to align product offerings with market needs.

        Market Intelligence & Reporting

        • Monitor and analyze market trends, fund flows, institutional behavior, and regulatory updates.
        • Prepare and present MIS reports, client activity summaries, and business development plans to senior management.

        Skills & Competencies:

        • Deep understanding of equity and fixed income markets.
        • Strong institutional client network and relationship-building skills.
        • Excellent communication, presentation, and negotiation skills.
        • Strong analytical and strategic thinking capabilities.
        • Proficiency in Bloomberg, Reuters, Excel, and CRM tools.
        • NISM certifications (Equity Derivatives, Research Analyst) preferred.













          Job Description:

          Job Summary:

          We are looking for a skilled and experienced Options Dealer to join our dynamic dealing desk in Mumbai. The ideal candidate will have strong knowledge of equity and derivatives market, proven experience in Options Trading, and the ability to manage HNI and UNI clients efficiently. A valid NISM Series VIII (Equity Derivatives) certification is mandatory with bare minimum 3-4years relevant Experience.

           

          Key Responsibilities:

          • Execute trades in Equity and Derivatives (Options) on behalf of clients with 0% dealing errors.
          • Handle and manage HNI and UNI clients, ensuring timely trade execution and excellent service.
          • Operate and manage trading terminals efficiently (e.g., Neat, Kambola, Greeke , ODIN)
          • Provide real-time order updates and confirmations to clients on recorded lines.
          • Ensure consistent client engagement, including reactivation of dormant accounts.
          • Address and resolve client queries promptly and professionally.
          • Maintain accurate trade and client interaction records in the internal CRM/software.
          • Coordinate with internal branches for revenue generation and efficient query resolution.
          • Adhere strictly to Risk Management, Settlement, and Compliance guidelines.
          • Follow all applicable SEBI and exchange regulations, as well as company policies.
          • Acquire and onboard quality clients through networking, referrals, and market intelligence.
          • Have executed orders through Bloomberg.

           

          Required Skills & Qualifications:

          • Minimum 4 years of experience in Institutional Dealing.
          • Valid NISM Series VIII (Equity Derivatives) Certification.
          • Strong understanding of stock market operations, particularly in equities and derivatives.
          • Proficiency with trading terminals and software.













            Job Description:

            Job Summary:

            • Building and maintaining solid relationships with HNI / Ultra HNI clients, understanding their financial goals, risk tolerance and investment preferences.
            • Conducting in-depth economic assessments to analyse clients’ current financial situations and identify areas for growth and improvement.
            • Developing personalised financial plans and investment strategies aligned with client’s objectives and risk profiles.
            • Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis.
            • Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients’ changing needs.
            • Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions.
            • Collaborating with internal teams, to offer comprehensive financialsolutions to clients.
            • Helping the company meet its financial objectives through personalised financial planning.
            • Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients.













              Job Description:

              Craft the visual identity of a new-age broking powerhouse.
               
              Are you someone who sees the world through grids, colors, and compositions?
              At Eureka Stock & Share Broking Services Ltd., we’re looking for a Graphic Designer who can bring our brand, platforms, and ideas to life through impactful visuals.

              What You’ll Do

              • Design creatives for social media, websites, campaigns, and app promotions
              • Work closely with marketing and product teams to bring financial concepts to life
              • Create brochures, reports, infographics, banners, and investor communication
              • Help shape a consistent and modern visual identity across platforms
              • Monitor day-to-day new modern creative ideas
              • Upgrade self-skills
               

              What You Bring

              • Proficiency in Adobe Illustrator, Photoshop, CorelDRAW (After Effects or Premiere Pro is a bonus)
              • Proficiency in English and generating concept content
              • Basic/Advanced knowledge of commonly used software (MS Office, Excel, PowerPoint, Publisher)
              • Strong eye for layout, colour theory, typography, and branding
              • Ability to follow brand guidelines while contributing fresh ideas
              • Speed, precision, and attention to detail
               

              Bonus Points If You Have:

              • Video editing or motion graphics experience
              • UI/UX design understanding
              • Knowledge of Canva/Figma
              • Well-disciplined as per corporate standards
               

              Why Join Eureka?

              • Be part of one of India’s fastest-evolving financial services brands
              • Get creative freedom with a Gen-Z-first approach
              • Work on high-impact designs seen by thousands of investors
              • Supportive work culture + exciting growth path













                Ramesh Kumar Somani
                Ramesh Kumar Somani
                Chairman & Managing Director

                Chairman of Eureka group. He joined the family business in the year 1979 under the guidance of our beloved Late Paras Ram Somani Ji. He was the visionary of retail broking and lead Eureka to being the largest retail broking house of eastern India. Currently he is associated with various organizations for social welfare and is involved in service to the society.

                Rajesh Kumar Somani
                Rajesh Kumar Somani
                Chief Executive Officer

                CEO of the Company, is the heart behind the driving force of Eureka. He joined the company in 1987, with his niche market knowledge. A hardcore and passionate trader, he shoulders the huge AP and Branches network spreading across the country. On personal front, known to few, he is a sports enthusiast and has also captained the State Basketball Team.

                Rakesh Somani
                Rakesh Somani
                Wholetime Director

                Wholetime Director at Eureka Stock & Share Broking Services Limited has over 30 years of experience in Capital Markets. On academic front, a B.Com Hons. Graduate from St. Xaviers, Kolkata. He is a Rank Holder Chartered Accountant (CA), Cost Accountant & DBF (ICFAI). He is an Ex-National President & Regional Chairman of ANMI and has chaired AFIE, an International Association for promotion of Investor Education. Mr. Rakesh Somani has also presided ASF i.e Asia Securities Forum, where 22 countries are members. He has undergone Capital Market Training programs conducted by KOFIA (Korea) and JSDA (Japan). He had also served as Advisory Committee Member of NSE, BSE, ICCL and MSEI.

                Anurag Somani
                Anurag Somani
                Executive Director

                As the torchbearer of the third generation, he brings a vibrant and youthful energy to the organization. Beginning his career as a Tax Consultant at KPMG, he eventually joined Eureka to establish and expand the Group’s portfolio management division, offering top-tier investment planning services to investors. He is also the visionary behind the establishment of the Group’s Insurance and Bond platform. Academically accomplished, he holds impressive rankings as a Chartered Accountant (CA) and Company Secretary (CS).

                Akhil Somani
                Akhil Somani
                Director & Chief Investment Officer (CIO)

                The youngest Director on the Board at Eureka, Akhil is a finance professional with a PGM from the University of Melbourne. He combines his strong financial background and expertise with a tech-savvy mindset, making him the ideal candidate to spearhead Eureka’s journey towards ground breaking and cutting-edge technologies. Akhil aims to present the world with an exceptional trading experience, combining his skills, resources and Gen-Z spirit to redefine industry standards.