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Important Documents

Download Documents

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

Contact Us

    Address

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

    Phone Number

    +91 33 6628 0000

    Email Address

    info@eurekasec.com

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    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 | 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
      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:

      • Prepare and review financial statements, ensuring compliance with accounting standards and regulations.
      • Manage TDS and GST compliance, including preparation and filing of returns, and addressing any queries from tax authorities.
      • Conduct detailed financial analysis and forecasting to support business decisions.
      • Provide guidance on tax planning and compliance for clients, ensuring adherence to applicable laws.
      • Assist in audits and prepare necessary documentation and schedules for auditors.
      • Maintain accurate and up-to-date financial records and documentation.
      • Collaborate with cross-functional teams to provide financial insights and support strategic initiatives.
      • Stay updated on changes in tax regulations and accounting standards, advising management accordingly.

      Qualifications:

      • Chartered Accountant (CA) designation from ICAI passed before 2020.
      • Strong understanding of TDS and GST regulations.
      • Minimum 8-5 years of experience in accounting or financial management.
      • Proficient in accounting software and MS Office Suite.
      • Strong analytical skills and attention to detail.
      • Excellent communication and interpersonal skills.
      • Ability to work independently and as part of a team.













        Job Description:

        • Non target job
        • Female candidate only

        Role is focused on client servicing, policy management, and claims support, ensuring a seamless customer experience. This is a service-oriented position with no sales targets. We are specifically looking for a female candidate who excels in communication, relationship management, and customer support.

        Key Responsibilities:

        1. Client Relationship Management
        • Serve as the primary contact for assigned clients, handling inquiries and requests.
        • Build and maintain strong relationships to enhance client satisfaction.
        • Provide personalized solutions and support to policyholders.
        1. Policy Servicing & Renewals
        • Assist clients with policy issuance, endorsements, renewals, and modifications.
        • Ensure timely follow-ups for policy renewals, with no sales pressure.
        • Coordinate with underwriting and operations teams for smooth policy processing.
        1. Claims Assistance
        • Guide clients through the claims process, including documentation and settlements.
        • Liaise with internal claims teams and external assessors for faster resolutions.
        • Ensure a smooth and transparent claims experience for clients.
        1. Compliance & Documentation
        • Ensure adherence to regulatory guidelines and company policies.
        • Maintain accurate records of client interactions, policies, and claims.
        • Assist in audits and regulatory reporting as required.

        Key Skills & Competencies:

        • Excellent communication and interpersonal skills.
        • Customer-focused with strong problem-solving abilities.
        • Knowledge of general insurance policies, claims processes, and regulations.
        • Ability to multitask and handle client requests efficiently.
        • Proficiency in MS Office.













          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:

              Job Summary:

              The Process Coordinator is responsible for overseeing, coordinating, and optimizing business processes to ensure efficiency and compliance. This role involves working across departments, monitoring workflows, identifying areas for improvement, and ensuring that standard operating procedures (SOPs) are followed consistently.

               

              Key Responsibilities:

              • Coordinate and monitor daily operational processes across departments.
              • Ensure adherence to company policies, procedures, and compliance standards.
              • Identify inefficiencies and suggest process improvements.
              • Collaborate with teams to document and implement best practices.
              • Maintain and update process documentation, workflows, and SOPs.
              • Track key performance indicators (KPIs) and prepare periodic reports.
              • Assist in training staff on new processes and systems.
              • Facilitate communication between departments to resolve process-related issues.
              • Support audits and ensure documentation is accurate and complete.

               

              Required Skills & Qualifications:

              • Bachelor’s degree in Business Administration, BCOM
              • Excellent communication and interpersonal abilities.
              • Proficient in Microsoft Office (Excel, Word, PowerPoint); knowledge of workflow tools (e.g., ERP, CRM) is a plus.
              • Attention to detail and a proactive approach to problem-solving.













                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.