Online Trading | Research | Portfolio Overview

Sushil Connect
Savashare
Sushil Reconnect

Sushil Connect is your all-in-one investment app - offering everything from IPO applications, research calls, F&O tracking, real-time trade updates, to powerful reporting and risk analysis features. It's built to help you manage and track your wealth effortlessly.

Research Calls
Access Short Term, Long Term, F&O & Intraday calls in one place.

Investor Dashboard
Get a snapshot of your entire portfolio and all key tools on one screen.

IPO Application
Apply for IPOs easily and hassle-free through the app.

Family Portfolio View
See all family holdings and assets split by Stocks, MFs & Bonds with all open positions and take timely actions.

Trade Confirmation
View real-time confirmations for every trade executed.

Sushil Riskometer
Gauge stock health with our in-house risk assessment tool.

Reports Center
Download ledgers, contract notes, summaries, and more.

Transaction Summary
Track your buy history with tax-ready Long/Short Term splits.

Market Watch
Track key indices and create your own custom stock watchlist.

Savashare 2.0 App Experience Seamless Mobile Trading like never before! From trading to advanced charts, option chains, order slicing and many more, the Savashare App has it all! Join millions of traders who trust us for their daily trading and investing needs. And the best part? We’re constantly evolving to bring you the best features...

Basket Order Cart
Execute Multi-Scrip Basket orders seamlessly

Option Strategies
Place multiple leg orders directly from a single order screen.

SIP in Stocks
Systematic Investment Plan (SIP) is a method of investing a fixed amount at fixed intervals of time.

Switch Account
Login multiple accounts & link up to 5 family users

F&O Snap Trade
Snap trade helps initiate quick derivative trades for Index Spot contracts

Screeners & Scanners
Scans and displays scrips where there are price events during the trading day

Order Slicing
Divides Large F&O orders, placed above freeze quantities, into multiple smaller orders

Advanced Charting
Chart with 108+ indicators, smart tools, autosave & in-chart trading

Sushil Reconnect is crafted exclusively for our Authorised Persons. From AUM analysis and revenue tracking to client-wise scrip holdings and dormancy alerts, it puts all client intelligence at your fingertips. It helps you serve better, follow up smarter, and grow faster.

Client AUM Snapshot
Track total AUM with detailed breakdowns for each client.

Client Directory
View all key client information in one place.

Client Watch
Bookmark important clients for easy tracking and follow-up.

Mobile Apps
Check which clients use Sushil Connect & Savashare apps.

Nearing Dormancy
Identify clients nearing dormant status - act in advance.

Nominee Status
Spot clients who haven't registered nominee details yet.

Revenue Tracker
Analyze revenue generated by each client & segment.

Scrip-Wise Holding
View total investment and market value of any stock across your client base.

Complete Client View
Holdings, F&O, KYC, bank, live trades—all in one place.

More Smart Tools
Explore additional features built for your business growth.

ATTENTION INVESTORS:

• Precautions for clients dealing in options • || • Investor Charter : Annexure A – Stock Broker | Annexure A – Research Analyst (RA) | Annexure A – DP | Annexure B - DP • || • Advisory for KYC updation • || • Advisory for Investors • || • Investor Awareness regarding the revised guidelines on Margin Collection • || • Link your Aadhar number with us here. • || • IPO Subscription: " UPI Mechanism is Compulsory for Retail Investors. No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account." • || • Prevent Unauthorized Transactions in your Demat Account remains in investor's account." • || • Prevent Unauthorized Transactions in your Demat Account- Update your Mobile Number with your Depository Participant. Receive alerts on your Registered Mobile number for all debit and other important transactions in your demat account directly from CDSL on the same day. “ISSUED IN THE INTEREST OF INVESTORS” "Prevent unauthorised transactions in your account --> Update your mobile numbers/email IDs with your stock brokers. Receive information of your transactions directly from Exchange on your mobile/email at the end of the day . Issued in the interest of Investors."

Registered Office : Sushil Financial Services Private Limited., 12, Homji Street Fort Mumbai-400 001 • Tel. No. +91-22-40936000 • Fax No. +91-22-22665758 • Email: info@sushilfinance.com

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 when you approach another intermediary. Receive alerts on your Registered Mobile number for all debit and other important transactions in your demat account directly from CDSL on the same day. Prevent unauthorised transactions in your account Update your mobile numbers/email IDs with your stock brokers. Receive information of your transactions directly from Exchange on your mobile/email at the end of the day.

Sushil Financial Services Private Limited - CIN No. U67120MH1991PTC063438- Member : BSE/ NSE. SEBI Registration No. - INZ000165135.. Depository Participant (CDSL) SEBI Registration No.- IN-DP-504-2020. Research Analyst SEBI Registration No.- INH000000867. BSE Enlistment no for RA : 5051. IPO Distributor. AMFI Registered Mutual Fund Distributor ARN No. 77875 Registered Since : 04-Jan-2010 Valid till : 03-Jan-2027

Compliance Officer Details: Name: Mr. Suresh Nemani, Email id: suresh.nemani@sushilfinance.com, Contact No: 022-40935000. In case of any grievances, please write to us on compliance@sushilfinance.com

Disclaimer :
For Research Analyst: Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Mutual fund investments are subject to market risks, read all scheme related documents carefully. Investments in securities market are subject to market risk, read all the related documents carefully before investing.

Protect Yourself from Fraudulent Activities: We want to ensure your safety and keep you informed. While we have not encountered any cases of impersonation involving our brand, it is important to stay vigilant. Fraudsters may misuse Sushil Finance name or Logo to promote fake brokerage schemes, investment opportunities, or other financial services. If you come across any suspicious activities or are unsure about the authenticity of an offer, please do not hesitate to contact us at : 📞 022-40934060 | 022-40934096 📧 social@sushilfinance.com Stay connected with us on our official social media platforms. Your security is our priority. Stay alert and verify any communication you receive to ensure it is from us.