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FIRST GLOBAL is a multinational firm of Indian origin and is a composite member of Bombay Stock Exchange Ltd. (BSE) and National Stock Exchange of India Ltd. (NSE). First Global is regulated by Securities and Exchange Board of India (SEBI) and is regulated by Financial Conduct Authority (FCA) in UK


What sets us apart is our consistent delivery of alpha to our clients' portfolios - This is the reason why investors and money managers across the world value First Global highly - we are neutral, we are completely independent, we have no conflicts like Corporate Finance, proprietary trading etc.,


We, at First Global, believe stocks have a fundamental value - and also a quantitative value. Our holistic view of the markets goes beyond the fundamental/investing vs. quantitative/trading debate. Our view on individual stocks has been shaped by what we think would happen in each broad segment and what would be the winning strategies in each; and the industry view in turn is shaped by an understanding of the macroeconomic structure including long-term capital expenditure & capacity utilization trends across a wide spectrum of industries, etc... For us, research is a team effort. Even when a solitary name appears on a research report, rest assured that it has gone through intense debate and at least two layers of seniors, with decades of market experience. The reason: We are, and want to be accountable for what we say.


First Global is also servicing retail clients, NRI, High Net-worth Individuals and Corporates in India through a pan India network of Branches and Authorized Persons (Partners). We truly value our relationship with our partner’s and we believe in the philosophy of mutual growth. We at First Globalnurture entrepreneurship and we further ensure that we help and create more number of entrepreneurs in times to come.


We have enormous growth opportunities for our partners and we invite all the aspirant entrepreneurs to join us in this wonderful journey ofvolatility and the dynamic world full of uncertainties. This is where our role as an organization becomes extremely important for our partners because of our capability in understanding science and prescience of markets.This is the very reason why our partners choose us above others. We look forward to a very healthy and long term fruitful association with our partners.


We have a dedicated centralized support team 24 X 7 for our partners, so as to hand-hold, train and help them grow along with us. We believe in mutual reciprocation wherein even a minor or smallest of the feedback from our partners is taken very seriously and is being acted upon in the interest of all.We believe in continuous improvement and pursuit for excellence is never ending. Finally, but not the least we are a continuously learning organisation and we constantly adjust, adopt and realign ourselves in line with the ever-changing environment.


WHY US?

1.Seminars & Training Workshops

It is of great importance that our channel partners should have complete information on markets and on how to use the current tools and other related software. In order to facilitate the same, we have designed the training programs so as to keep our channel partners aware of latest development and current technologies thereby helping them to understand and meet customer needs. Further, we also conduct customized training programs on different modules/ products/ asset-class/ offerings/ on an ongoing basis to keep them updated on overall developments. Also, we understand the importance ofyour need for engaging customers for sustenance and development of business. Therefore, we adopt and execute different innovative styles of engaging prospective and current customers through our value-based systems and continuous investor meets on different occasions. We provide below mentioned training programs / modules to our Business Associates:

  • Product Training: We provide different products training modules that offer in-depth understanding of the products offered by us.
  • Systems Training: An essential guide on Trading.
  • Operations Training: Daily Operations’ Training Module.
  • Sales Training: Focuses on the soft skills that are required so as to initiate and engage client meets thereby increasing sales and profitability.
  • Compliance Training: It covers important aspect of rules and regulations.

2.Migration and On-boarding Support

We have dedicated team to cater to your entire depository participant’s requirement via our strategic partnerships for both NSDL & CDSL. Following are services that can be availed:

  • Account Opening Assistance
  • KYC Modification i.e. email, mobile, address change, etc.
  • Demat & Remat services
  • Share Pledging
  • Delivery Instructions
  • Account Closures (if any).

3.Marketing and Business Acquisition Support

First Global has a strong budget for marketing activities on social media as well as both ATL & BTL. Apart from respective Branches as aforementioned,there is a dedicated team to support Business Associates in their routine business activities. First global shall provide with necessary marketing support so as to reach to the right target audience:

  • Marketing Collaterals: We provide various types of marketing collaterals like Brochures, Pamphlets, Canopies, Banners, Posters and Danglers.
  • Seminars & Events: Weorganize seminars related to markets and investments so as to provide benefit to our Business Associates. These seminars & events in-turn help our Business Associates to acquire and retain clients
  • Customer Profiling, Business Analysis & Communication: We have a team that regularly interacts, analyze and tracks the performance of your clients. Based on the overall performance grid, we communicate the same with our Business Associates so that it can help them understand their clients, deepen relationships, thereby generating trust and more business from them.

4Dedicated Risk Management Support

At First Global, Dedicated Risk management helps Business Associates to understand and manage their Client’s risk in a better way and ease of one point contact for all risk related queries.

5.A 24X7 - IT and Back Office Support

Our IT support team caters to all your IT requirements 24x7.

  • Dedicated team of Engineers to assist on various IT issues.
  • Continuous upgradation leading to latest experience in IT services & procedures.
  • Solve all your queries with our remote assist guide.
  • Security is of priority to us. Experience the power of virtual private networks.
  • Dedicated software Engineers to manage your business.
  • Robust Back Office Operation & Support

6.Holistic Research & Advice

  • Fundamental Research Reports
  • Daily Technical Reports
  • Weekly Technical Reports
  • Industry-wise Fundamental Reports
  • Overall India Strategy Reports
  • Individual Company Reports
  • Various Advisory Products
  • Delivery Ideas (BTST/ Positional / Swing Trades)
  • Investment Ideas
  • Momentum Trading
  • Quantitative Strategies

7.Latest Technology & Product

  • Multiple Products Mix across various Asset Classes
  • Latest SuperiorTechnology
  • Mobile App And Tablet App
  • Desktop and Laptop Application
  • Web Portal
  • Client Portal
  • Portfolio Advisory and Restructuring Tool
  • Back Office Mobile-App for clients

8.Business Intelligence Analysis & Support

Key Benefits:

  • Comprehensive Business Insights to help you compare your business performance over corresponding periods
  • Quick view of your Newly acquired, Inactive & Top customers
  • Instant client search providing comprehensive information on all your clients right from their Portfolio Holdings, Transactions to their Profit & Loss and Revenue
  • Indian and Global Market information with one click access to Top 3 Gainers, Top 3 Losers & Top 3 Most Active by Volume for Equity and Commodity
  • Know the trend of your Revenue, Sales and AUM generated across products for the Day, Week, Month & Year
  • Know your top clients across each category at the click of a button
  • Compare your business performance analysis over different periods.

9.Detailed Client Insights & Analysis

  • Know your newly acquired clients across segment
  • Know which of your clients have not given margins yet
  • Get comprehensive view of your inactive, top broking and asset clients
  • Get client list at the click of a button and access to call/email client from every screen