“No need to issue cheques by investors while subscribing to IPO”
Welcome to Paterson Securities   Click to listen highlighted text! Welcome to Paterson Securities

INVESTOR CHARTER

Welcome to Paterson Securities   Click to listen highlighted text! Welcome to Paterson Securities

Annexure A

Investor Charter Stock Broker - 2024 2024

Annexure B

Investor Charter Stock Broker - 2024 2024

Annexure C

Investor Charter Stock Broker - May 2026 May 2026
Investor Charter Stock Broker - April 2026 April 2026
Investor Charter Stock Broker - March 2026 March 2026
Investor Charter Stock Broker - Feb 2026 February 2026
Investor Charter Stock Broker - Jan 2026 January 2026
Investor Charter Stock Broker - Dec 2025 December 2025
Investor Charter Stock Broker - Nov 2025 November 2025
Investor Charter Stock Broker - Oct 2025 October 2025
Investor Charter Stock Broker - Aug.2025 August 2025
Investor Charter Stock Broker - Jul 2025 July 2025
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Investor Charter Stock Broker - Apr 2025 April 2025
Investor Charter Stock Broker - Mar 2025 March 2025
Investor Charter Stock Broker - Feb 2025 February 2025
Investor Charter Stock Broker - Jan 2025 January 2025
Investor Charter Stock Broker - Dec 2024 December 2024
Investor Charter Stock Broker - Nov 2024 November 2024
Investor Charter Stock Broker - Oct 2024 October 2024
Investor Charter Stock Broker - Sep 2024 September 2024
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Investor Charter Stock Broker - Jan 2024 January 2024
Investor Charter Stock Broker - Dec 2023 December 2023
Investor Charter Stock Broker - Nov 2023 November 2023
Investor Charter Stock Broker - Oct 2023 October 2023
Investor Charter Stock Broker - Sep 2023 September 2023
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Investor Charter Stock Broker - Dec 2022 December 2022
Investor Charter Stock Broker - Nov 2022 November 2022
Investor Charter Stock Broker - Oct 2022 October 2022
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Investor Charter Stock Broker - Aug 2022 August 2022
Investor Charter Stock Broker - Jul 2022 July 2022
Investor Charter Stock Broker - Jun 2022 June 2022
Click to listen highlighted text!
Welcome to Paterson Securities   Click to listen highlighted text! Welcome to Paterson Securities

Annexure A

Investor Charter CDSL - 2024 2024

Annexure B

Investor Charter CDSL - 2024 2024

Annexure C

Investor Charter May - 2026 May 2026
Investor Charter April - 2026 April 2026
Investor Charter March - 2026 March 2026
Investor Charter Februrary - 2026 Februrary 2026
Investor Charter January - 2026 January 2026
Investor Charter CDSL December - 2025 December 2025
Investor Charter CDSL November - 2025 November 2025
Investor Charter CDSL October - 2025 October 2025
Investor Charter CDSL August - 2025 August 2025
Investor Charter CDSL July - 2025 July 2025
Investor Charter CDSL June - 2025 June 2025
Investor Charter CDSL May - 2025 May 2025
Investor Charter CDSL April - 2025 April 2025
Investor Charter CDSL March - 2025 March 2025
Investor Charter CDSL February - 2025 February 2025
Investor Charter CDSL January - 2025 January 2025
Investor Charter CDSL December - 2024 December 2024
Investor Charter CDSL November - 2024 November 2024
Investor Charter CDSL October - 2024 October 2024
Investor Charter CDSL September - 2024 September 2024
Investor Charter CDSL August - 2024 August 2024
Investor Charter CDSL July - 2024 July 2024
Investor Charter CDSL June - 2024 June 2024
Investor Charter CDSL May - 2024 May 2024
Investor Charter CDSL Apr 2024 April 2024
Investor Charter CDSL Mar 2024 March 2024
Investor Charter CDSL Feb 2024 February 2024
Investor Charter CDSL Jan 2024 January 2024
Investor Charter CDSL Dec 2023 December 2023
Investor Charter CDSL Nov 2023 November 2023
Investor Charter CDSL Oct 2023 October 2023
Investor Charter CDSL Sep 2023 September 2023
Investor Charter CDSL Aug 2023 August 2023
Investor Charter CDSL July 2023 July 2023
Investor Charter CDSL Jun 2023 June 2023
Investor Charter CDSL May 2023 May 2023
Investor Charter CDSL Apr 2023 April 2023
Investor Charter CDSL Mar 2023 March 2023
Investor Charter CDSL Feb 2023 February 2023
Investor Charter CDSL Jan 2023 January 2023
Investor Charter CDSL Dec 2022 December 2022
Investor Charter CDSL Nov 2022 November 2022
Investor Charter CDSL Oct 2022 October 2022
Investor Charter CDSL Sep 2022 September 2022
Investor Charter CDSL Aug 2022 August 2022
Investor Charter CDSL Jul 2022 July 2022
Investor Charter CDSL Jun 2022 June 2022
Click to listen highlighted text!
Welcome to Paterson Securities   Click to listen highlighted text! Welcome to Paterson Securities

Annexure A

Investor Charter PMS - 2024 2024

Annexure B

2024

Annexure C

Investor Charter PMS May - 2026 May 2026
Investor Charter PMS April - 2026 April 2026
Investor Charter PMS March - 2026 March 2026
Investor Charter PMS Febuary - 2026 Februrary 2026
Investor Charter PMS January - 2026 January 2026
Investor Charter PMS December - 2025 December 2025
Investor Charter PMS November - 2025 November 2025
Investor Charter PMS October - 2025 October 2025
Investor Charter PMS August - 2025 August 2025
Investor Charter PMS July - 2025 July 2025
Investor Charter PMS June - 2025 June 2025
Investor Charter PMS May - 2025 May 2025
Investor Charter PMS April - 2025 April 2025
Investor Charter PMS March - 2025 March 2025
Investor Charter PMS February - 2025 February 2025
Investor Charter PMS January - 2025 January 2025
Investor Charter PMS December - 2024 December 2024
Investor Charter PMS November - 2024 November 2024
Investor Charter PMS October - 2024 October 2024
Investor Charter PMS September - 2024 September 2024
Investor Charter PMS August - 2024 August 2024
Investor Charter PMS July - 2024 July 2024
Investor Charter PMS June - 2024 June 2024
Investor Charter PMS May - 2024 May 2024
Investor Charter PMS Apr 2024 April 2024
Investor Charter PMS Mar 2024 March 2024
Investor Charter PMS Feb 2024 February 2024
Investor Charter PMS Jan 2024 January 2024
Investor Charter PMS Dec 2023 December 2023
Investor Charter PMS Nov 2023 November 2023
Investor Charter PMS Oct 2023 October 2023
Investor Charter PMS Sep 2023 September 2023
Investor Charter PMS Aug 2023 August 2023
Investor Charter PMS July 2023 July 2023
Investor Charter PMS Jun 2023 June 2023
Investor Charter PMS May 2023 May 2023
Investor Charter PMS Apr 2023 April 2023
Investor Charter PMS Mar 2023 March 2023
Investor Charter PMS Feb 2023 February 2023
Investor Charter PMS Jan 2023 January 2023
Investor Charter PMS Dec 2022 December 2022
Investor Charter PMS Nov 2022 November 2022
Investor Charter PMS Oct 2022 October 2022
Investor Charter PMS Sep 2022 September 2022
Investor Charter PMS Aug 2022 August 2022
Investor Charter PMS Jul 2022 July 2022
Investor Charter PMS Jun 2022 June 2022
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WE ARE READY WHEN YOU ARE

Registration Details

SEBI Registration:
INZ000264838, INP000005422 MSEI – INE 261367192, DP – IN-DP-CDSL-312-2005,
Insurance Registration number: CA0626

Paterson Securities Pvt. Ltd
“VANGUARD HOUSE” No 48, Second Line Beach, Parrys, Chennai – 600 001.
Email Id: info@paterson.co.in
Landline: 044 – 42916500

CIN – U65993TN1982PTC009656

Attention Investors:
1. Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 01, 2020.   2. Update your email id and mobile number with your stock broker / depository participant and receive OTP directly from the depository on your email id and/or mobile number to create pledge.   3. Check your securities / MF / bonds in the consolidated account statement issued by NSDL/CDSL every month.   Prevent unauthorized transactions in your DEMAT/Trading account → Update your mobile numbers/email IDs with your Depository Participant/Stock Brokers.   Receive alerts for all debit and other important transactions directly from Exchange/CDSL/NSDL on your registered mobile no. /email id at the end of the day.   KYC is one-time exercise while dealing in securities markets – once KYC is done through a SEBI registered intermediary (Broker, DP, Mutual Fund etc.), you need not undergo the same process again.   ASBA: No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorize your bank to make payment in case of allotment.   No worries for refund as the money remains in investor's account.   ............. Issued in the interest of Investors.

Procedure to file a complaint on SEBI SCORES: Register on SCORES portal.

CDSL, as a Depository has made the Investor Charter available on URL: https://www.cdslindia.com/Investors/InvestorCharter.html

Margin

  1. Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020.
  2. Update your mobile number & email ID with your stock broker/depository participant and receive OTP directly from depository on your email ID and/or mobile number to create pledge.
  3. Pay 20% upfront margin of the transaction value to trade in cash market segment.
  4. Investors may please refer to the Exchange's Frequently Asked Questions (FAQs) issued vide circular reference NSE/INSP/45191 dated July 31, 2020 and NSE/INSP/45534 dated August 31, 2020 and other guidelines issued from time to time in this regard.
  5. Check your Securities / MF / Bonds in the consolidated account statement issued by NSDL/CDSL every month.

Please click here to update your details with us.

Kindly make sure you read the account opening documents as prescribed by SEBI. Secure your account from unauthorized transactions by updating your mobile numbers/email IDs. Receive information directly from the exchange on your mobile/email at the end of the day.

Issued in the interest of the investors. In case a client has any query/feedback/clarification/complaint write to customer.grievance@paterson.co.in Support Icon

© 2026 Paterson . All Rights Reserved

RISK DISCLOSURES ON DERIVATIVES

  • 9 out of 10 individual traders in the Equity Futures and Options Segment incurred net losses.
  • On average, loss makers registered a net trading loss of approximately ₹50,000.
  • Loss makers spent an additional 28% of their net trading losses on transaction costs.
  • Profit makers incurred transaction costs ranging from 15% to 50% of their profits.

Source

SEBI Study dated January 25, 2023: Analysis of Profit and Loss of Individual Traders Dealing in Equity F&O Segment (FY 2021-22)

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