Dalal & Broacha Stock Broking Pvt. Ltd.

Overview

Established in 1961, Dalal & Broacha Stock Broking Pvt. Ltd. is a Mumbai-based financial services firm providing a comprehensive suite of solutions, including equities, mutual funds, commodities, and fixed income securities. The firm caters to a diverse clientele, including retail investors, NRIs, corporates, banks, mutual funds, and foreign institutional investors, managing over 20,000 clients across India. As a member of the Bombay Stock Exchange and the National Stock Exchange in both cash and derivative segments, Dalal & Broacha also offers depository services and is a Depository Participant with CDSL. The firm's investment strategy emphasizes a long-term approach, avoiding speculative risk-taking, and focusing on protecting clients' capital while ensuring steady growth. This philosophy is reflected in their diverse service offerings, such as wealth management, portfolio management services, equity advisory, institutional equity, fixed income distribution, and depository services. Their equity research caters to both institutional and retail clients, employing a bottoms-up approach with a team of six analysts specializing in different sectors. Dalal & Broacha's commitment to integrity and transparency has been a cornerstone of their operations for over five decades. Their core principles include avoiding speculative risk-taking, ensuring steady growth, protecting clients' capital, nurturing long-term relationships, and maintaining absolute transparency. These principles have guided the firm's evolution from an execution-focused team to integrated wealth managers, facilitating corporate growth and expanding their service portfolio to meet the ever-evolving needs of investors.

Investment Focus

• Open to retail investors, NRIs, corporates, banks, mutual funds, and foreign institutional investors

Portfolio Companies