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Way2Wealth Capital Pvt Ltd is a Non Deposit taking Non-Banking Financial Company (NBFC) registered with Reserve Bank Of India, is primarily engaged in the business providing Margin Trade Financing (MTF), Loan Against shares (LAS)& Mutual Fund units and IPO financing.

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Products

ESOP Funding

Many companies are issuing Employee Stock Options Plan (ESOP) for retaining their key staff. An employee who has been awarded ESOP can avail loan against exercised shares. The ESOP funding is a loan facility offered against these shares allotted to employees. This facility is also used by many corporate to facilitate exercise of ESOP options by their employees.

Key Features

Funding available against shares allotted under ESOP upto 70% of the market value.

Attractive Interest Rate

Simple Documentation

Available for selected listed corporate having strong fundamentals

Benefits

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Instant line of credit and interest is charged only on the amount utilized

To take advantage of investment opportunity with small margin money

Employee can create wealth in long run with appreciation in value of shares

Specialised and Customised Solution for every company and employee

Speedy and hassle-free transfer of shares: We open up the demat account on your behalf to facilitate a quick and seamless transfer of the allotted shares. This means that you save both your time and energy. Just provide us with the required documents and we will do the rest.

Margin Trade Financing

Our Margin Trade Financing product allows you to take leveraged positions in capital markets segment facilitating purchase of securities with the help of amount borrowed from us against securities placed as collateral.

Key Features


Tenure	Up to 12 months with a option to renew at the end of term
Security	As per approved list of securities
Loan Amount	Minimum Rs. 2 Lakhs
Margins	30% to 50% of the approved equity shares
Interest	Interest is calculated on daily outstanding balance payable/debited to your loan account at the end of every month
Eligibility	Resident Individuals, Public and Private limited companies, registered partnership firms

Benefits

Interest is charged only on outstanding amount and only for utilized duration.

Repayment either by sale of scrips or by cheque

Provision to draw down against available limits

Competitive interest rates

Exhaustive number of approved securities

IPO Funding

IPO or Initial Public Offering has become one of the most lucrative investment options that retail investors have preferred to invest in, especially over the past decade or so. Post liberalization, there have been a lot of Indian companies that have floated IPOs and investors have had the opportunity to put money in companies that have opted to go public via the primary market route.

This product offers an excellent opportunity to leverage your own funds in primary markets and thereby increase the allotment quantum. The Investors have to invest only margin money and balance amount would be financed by us.

Key Features

Tenure	10 to 15 days
Loan Amount	Minimum Rs. 1 lakh
Interest	Competitive
Margin	Case to case basis, depending upon expected allotment of shares-Existing investment in equity shares also can be provided as collateral
Documentation	Standard loan documents

Benefits

Interest is charged only on outstanding amount and only for utilized duration.

Procure Higher allotment in IPO

Take advantage of Investment opportunity in primary market

Easier and Faster processing

Maximize your existing funds available for investment

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Loan Against Securities

Loan against Securities (Shares and Mutual Funds units) from Way2Wealth Capital Pvt Ltd empowers you to avail instant liquidity, against your long term financial investments. The product can be availed of by pledging of listed Equity Shares.

Key Feature

Tenure	Up to 12 Months with an option to prepay with mutually agreed repayment notice
Loan Amount	Minimum Rs. 2 Lakhs
Interest	Interest is calculated on daily outstanding balance payable/debited to your loan account at the end of every month
Margin	30% and above for listed and approved equity shares
Security	As per approved list of securities
Eligibility	Resident Individuals, Public and Private limited companies, Registered partnership firms

Benefits

Interest is charged only on outstanding amount

Repayment either by sale of scrips or by cheque

Provision to drawdown against available limits

Competitive interest rates

Exhaustive number of approved securities

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Loans

Financial Planning

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Investor Charter - Research Analyst
Investor Charter - PMS
Investor Charter - Stock Brokers
Investor Charter - DP NSDL
Investor Charter - DP CDSL

Way2Wealth Brokers Private Limited - CIN U67120KA2000PTC027628 Stock Broking: SEBI Regn No.: INZ000178638 | Exchange Membership ID: NSE: 11502, BSE: 3117, MSEI:51000, MCX: 56730 Depository Participant: SEBI Regn No. IN-DP-472-2020 | CDSL ID: 12062900 & 12031500, NSDL ID: IN303077 PMS: SEBI Regn No.INP000000829 | AMFI ARN: 77558 (Date of Initial registration - 8th Dec 2009, Date of expiry - 24th Jan 2027) | PFRDA: POP226012019

Way2Wealth Commodities Private Limited - CIN U51229KA2006PTC039880 Stock Broking: SEBI Regn No.: INZ000049130 | Exchange Membership ID: NCDEX : 00908

Way2Wealth Insurance Brokers Private Limited - Insurance Broking (Direct (Life & General): IRDA License No – 222 valid upto 21.10.2024 | CIN: U66010KA2003PTC032003

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