Open Demat Accounts for Your School, College & Trust Clients | Investment & Referral Opportunity
Add Value to Your Clients & Create an Additional Income Opportunity
A professional opportunity for Chartered Accountants, Auditors, Accountants, Tax Consultants and professionals handling Educational Institutions and Charitable Trusts.
💬 Click Here for Direct EnquiryIf you are handling Schools, Colleges, Educational Institutions or Charitable Trusts and your client requires a Demat Account for permitted investments, you can refer the client to BDPS Associates.
Our team can assist with the Demat Account opening, KYC, documentation and investment servicing process, while you continue handling your client's Audit, Accounts, Taxation and Statutory Compliance.
🏦 1. Demat Account Opening Options
We offer assistance for opening eligible Institutional / Trust Demat Accounts through multiple available platforms, including:
Platform availability is subject to acceptance of the concerned Trust / Institution by the respective intermediary and completion of applicable KYC and documentation requirements.
🏫 2. Who Can Avail Our Services?
- Public Charitable Trusts
- Educational Trusts
- Schools managed by Trusts
- Colleges managed by Trusts
- Educational Institutions
- Societies / Institutions having eligible investment requirements
- Other eligible Charitable Institutions
📋 3. Services Provided by BDPS Associates
- Demat Account opening in the name of the Trust / Institution
- KYC and documentation assistance
- Trustee / Governing Body Resolution guidance
- Authorised Signatory documentation
- Investment account setup
- Government Securities investment assistance
- Eligible Bonds and Debt Securities
- Eligible Mutual Fund investment options
- Fixed Deposit options
- Other legally permitted investment options
- Ongoing investment servicing and account support
⚖️ 4. Important Guidance for Charitable & Educational Trusts
Investment decisions of charitable institutions should not be based only on the highest available return.
The investment should also comply with the applicable provisions governing the concerned Trust or Institution.
For Income-tax exempt charitable institutions, applicable funds should be reviewed with reference to Section 11(5) of the Income-tax Act and other applicable provisions.
The Institute of Chartered Accountants of India has also issued technical guidance relating to audit and reporting requirements of charitable trusts and institutions.
🏛️ 5. Maharashtra Charity Commissioner – Important Investment Circular
The Office of the Charity Commissioner, Maharashtra State issued Circular No. 619 dated 21 July 2025 relating to investment of Public Trust funds under Section 35 of the Maharashtra Public Trusts Act.
Subject to the conditions specified in the Circular and applicable law, the general order provides for investment of up to 50% of Trust money in specified categories of securities.
The categories referred to in the Circular include, among others:
- Government Securities
- Certain Government-guaranteed Securities
- SEBI-regulated Debt Mutual Funds
- Certain listed Debt Securities
- Certain Infrastructure-related Debt Instruments
- Certain eligible listed securities / funds
The applicable rating, maturity, investment limit, eligibility and other conditions should be checked before making any investment.
💰 6. Benefit for You
Refer your existing School, College and Trust clients to BDPS Associates and create an additional source of income from your existing professional client base, subject to applicable partner terms.
You can continue managing your client's:
- Statutory Audit
- Trust Audit
- Form 10B / Form 10BB
- Income Tax Compliance
- Accounting
- TDS Compliance
- Charity Commissioner Compliance
- Other professional services
Our team will take care of the Demat Account Opening and Investment Assistance process.
👥 7. Who Can Refer Clients?
🔄 8. How It Works
Step 1:
Refer your School / College / Trust client to BDPS Associates.
Step 2:
Share the basic details of the Trust / Institution and authorised contact person.
Step 3:
Our team will review the basic Demat Account opening requirements.
Step 4:
We will coordinate for KYC, Resolution and other required documentation.
Step 5:
We assist with the account opening and eligible investment-service process.
Step 6:
Earn referral income on eligible successful business,
subject to applicable partner terms.
Add Value to Your Clients & Create an Additional Income Opportunity
💬 Click Here for Direct WhatsApp EnquiryDemat Account & Investment Assistance