Fullerton Securities 

 Company Overview 

Fullerton Securities & Wealth Advisors Limited is a company headquartered in Gurgaon, India. It offers world-class financial planning and a wide range of wealth management products to mass affluent and affluent customer segments. Fullerton Securities & Wealth Advisors Limited provides a complete range of financial products and services that include equity broking (internet based online trading as well as offline trading), financial planning, insurance, investment products, equity research and more.  Fullerton Securities provides one-stop, customer centric financial services platform, offering a full range of third party and proprietary financial products.

 Background 

Fullerton Securities & Wealth Advisors Limited is a company registered under Indian Company Law, incorporated on 8th February 2008. It is a subsidiary (is this a correct statement?) of Fullerton Financial Holdings Pte. Ltd., an Asian financial institution with investments in banks and finance companies in emerging markets including India, Indonesia, China and the United Arab Emirates. Fullerton Financial Holdings Pte. Ltd. already has a presence in India through Fullerton India Credit Company Limited, targeting the mass market segment. Fullerton Securities & Wealth Advisors Limited targets mass affluent and affluent customers across Tier I and Tier II cities in India. Fullerton Securities & Wealth Advisors Limited is a part of CEEMEA organization within Fullerton Financial Holdings Pte. Ltd. 

Fullerton Financial Holdings Pte. Ltd. invests in financial institutions in emerging markets, bringing an operational perspective to all investment decisions. Fullerton Financial Holdings Pte. Ltd. supervises and influences its banks to achieve the right risk-reward balance. Primarily, it focuses on both Business banking and Consumer banking. Within Business banking, Fullerton Financial Holdings Pte. Ltd. focuses on the Commercial, SME and Self-employed mass market segments. On the other hand, it focuses on the Mass affluent and Mass salaried segments within Consumer banking. Fullerton Financial Holdings Pte. Ltd. is a wholly owned subsidiary of Temasek Holdings, an Asia investment house, headquartered in Singapore.

 Products and Services 
 

Fullerton Securities & Wealth Advisors Limited provides the following range of financial products and services.

 Financial Planning 

Financial planning services offered by Fullerton Securities are a systematic approach by which customers get to maximize their existing financial resources by utilizing several financial tools. Investing is an essential and indispensable element of financial planning. It is a way of saving money to meet the financial plans. There are different ways of making an investment. Fullerton provides investment in three basic categories: cash, bonds and stocks. Each category has its own set of characteristics and plays an important role in structuring a sound investment portfolio.

 Equity Broking 

Fullerton Securities' broking services includes following features:

    * Suitability & Appropriateness Study
    * Goal/Need Analysis – Mapping long term & short term requirements
    * Risk Profiling, Asset Allocation & Creating Model portfolio
    * Multi Channel Trade Execution – Trade online or offline without limitations
    * Proactive 'Opportunity' Calling
    * Relationship Manager
    * Availability of Investment Specialists to help understand and decipher 'technical' detailsNE