Open Demat Accounts for Your Housing Society Clients & Earn Additional Income
Open Demat Accounts for Your Housing Society Clients
Add Value to Your Clients & Earn Additional Income
A business opportunity for Auditors, Accountants, Tax Consultants and professionals handling Co-operative Housing Societies.
💬 Click Here for Direct EnquiryAre you handling Co-operative Housing Society clients? BDPS Associates offers an opportunity to refer your Housing Society clients for Demat Account Opening and Investment-related services.
You can continue managing your client's audit, accounting, taxation and compliance requirements, while our team assists them with the Demat Account opening, documentation and investment servicing process.
🏦 Demat Account Opening Options
We offer assistance for opening Demat Accounts for eligible Housing Societies through multiple available platforms, including:
Platform availability depends on the eligibility of the Housing Society, applicable intermediary requirements and completion of KYC/documentation.
📋 Services We Provide
- Demat Account opening in the name of the Housing Society
- KYC and documentation support
- Society Resolution guidance
- Account-opening documentation assistance
- Investment account setup
- Government Securities investment assistance
- Eligible Bonds and Securities investment assistance
- Fixed Deposit options
- Other legally permitted investment options
- Ongoing investment servicing and support
💰 Benefit for You
By referring your existing Housing Society clients to BDPS Associates, you can create an additional source of income from your existing client base, subject to applicable referral and partner terms.
You can continue managing your client's:
- Statutory Audit
- Accounting
- Taxation
- TDS & Tax Compliance
- Housing Society Compliance
- Other professional services
Our team will take care of the Demat Account Opening and Investment Assistance process.
👥 Who Can Refer Housing Society Clients?
🔄 How Does It Work?
Step 1:
Refer your Housing Society client to BDPS Associates.
Step 2:
Share the basic Society details and authorised contact person details.
Step 3:
Our team will coordinate with the Society for KYC and required documentation.
Step 4:
We will assist with the complete Demat Account opening process.
Step 5:
Referral income may be earned on eligible successful business
as per applicable partner terms.
⚖️ Important for Housing Societies
A Housing Society should invest its funds only through investment modes permitted under the applicable provisions of the Maharashtra Co-operative Societies Act, Rules, registered Bye-laws and applicable Government directions.
Opening a Demat Account itself does not mean that every available security or investment product is automatically permissible for a Co-operative Housing Society. The eligibility of the proposed investment should be checked before investing.
⭐ Why Work With BDPS Associates?
- Multiple Demat platform options
- Dedicated documentation assistance
- Housing Society-focused support
- Investment-related servicing
- Simple referral process
- Additional income opportunity
- Long-term professional association
- Ongoing support for referred clients
Add Value to Your Clients & Earn Additional Income
Have a Housing Society client interested in opening a Demat Account?
💬 Click Here for Direct Contact