Investment Strategies
Conviction portfolios in equities, bonds, debentures, and structured securities, executed through the desk.
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V · Markets & Broking
Execution with a desk,
Execution with a desk,
not a script.
David Holdings is a member of the principal Indian exchanges, executing across cash, derivatives, and commodities for private and institutional clients. A dealing desk staffed by people who have lived through several cycles complements our broking, underwriting, and capital-market advisory work.
What we offer
A full-service desk
A full-service desk
for the markets.
From day-to-day broking to exchange-membership activities and primary-market underwriting, the markets practice covers the breadth of trading and capital-market service under one roof.
- Stock broking
- Finance broking
- Portfolio management
- Share trading
- Securities and commodity trading
- Investment and capital market advisory
- Underwriting services
- Stock exchange membership activities
Our approach
How an order
How an order
reaches the market.
Execution at David Holdings is deliberate. We size, route, and reconcile every order with the client's longer-term position in mind, and we are willing to counsel against a trade we believe will do harm.
01
Onboarding & suitability
Accounts are opened with full KYC and a suitability assessment for the segments you intend to trade — cash, futures and options, or commodities on the MCX.
02
Strategy & sizing
The desk agrees the mandate, position limits, and risk parameters with you, so that every order sits within a framework rather than reacting to the screen.
03
Execution
Orders are worked across cash, derivatives, and commodities — by block, by algorithm, or by hand on the desk — to minimise impact and capture a fair price.
04
Settlement & reporting
Every trade is reconciled before close of business, settled to your demat and bank accounts, and reported in line with SEBI and exchange requirements.
Desk activity
Where the desk
Where the desk
trades, by segment.
An illustrative view of execution volume across the segments the desk covers. Figures are placeholders for presentation and do not represent any client account.
Indicative execution mix · by turnover
Exchanges
NSE · BSE · MCX
Settlement
T+1
Desk reconciliation
Daily
Fig. · Execution mix
Illustrative · not a client account
Questions, answered
On trading with
On trading with
the desk.
A few of the questions clients raise before opening a trading account with the firm.
Which exchanges and segments can I trade through David Holdings?
The firm is a member of the NSE, BSE, and MCX, and executes in the cash, futures and options, and commodity segments. The segments available to you are set during onboarding, based on your suitability assessment.
Is there a dealing desk, or is everything online?
Both. Clients may place orders through our platforms or speak directly to a dealing desk staffed by experienced professionals. For larger or sensitive orders, the desk works the trade by block or algorithm to limit market impact.
What is the difference between broking and portfolio management here?
Broking is execution against your own instructions. Portfolio management is a discretionary mandate in which the firm manages a defined pool of capital within an agreed framework. Many clients use the desk for execution and a separate mandate for managed money.
Do you provide capital-market and underwriting services to companies?
Yes. Alongside the client desk we advise promoters and institutions on capital-market matters and provide underwriting and book-running support for primary issues. These engagements are taken selectively and by appointment.
How are brokerage and charges disclosed?
Brokerage, statutory levies, and exchange charges are set out in writing before you trade and itemised on every contract note, in line with SEBI and exchange rules. There are no undisclosed mark-ups.
Related practices
Where the desk
Where the desk
connects.
The markets desk works alongside the firm's strategy, technology, and advisory practices.
◆
Open a relationship with our dealing desk.
We open trading accounts by appointment and discuss your mandate before the first order is placed — in Chennai or by video.
Schedule a private consultation— Replies within two business days · Strictest discretion