trusted advice Transparent and trusted financial advice for last 15 years Wealth creation for long-term Helping people achieve financial freedom

About us

Excellent Securities Limited was established in year 2011, to cater to the needs of small and medium enterprises as well as High Net worth Individuals. Excellent is headed by Mr. Rajeev Gupta, with diverse interests and a focused vision to deliver value to the end user. He is having more than 18 years of experience in Financial Services & Equity Research.

Our focus is on integrated capital market advisory and financial services to Corporate as well as HNI Clients. Excellent as a trusted corporate advisor, strives to achieve excellence through its core strategy of specialization and diversification across a range of financial services like: Equity & Commodity Advisory, Advisory in IPO, Listing on Stock Exchanges, Capital Restructuring, Strategic & General Corporate Advice, Business Modelling, Fund Raising etc.

In this era of expansion, we have been able to usher our clients with our modern regime of advisory and financial services. We have wide and deep associations with intermediaries of Capital & Debt Market in India.

We aim to provide solutions to our clients with a vision to maximize their growth by placing the highest importance on quality, transparency, responsibility, integrity and confidentiality with management team of the highest caliber.

Services

Account Opening

We Facilitate Trading & Demat Account Opening with Zerodha & Upstox
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Equity Advisory

Portfolio & Investment Advisory to Retail & HNI Clients
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Listing Advisory

Facilitation and Advisory on BSE SME Listing, a Complete one-Stop-Solution
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Strategic Advice

Corporate Advisory on Business Modelling, Restructuring & Strategy
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Mission & Vision

Our Mission is to provide our customer with top Quality Service at Reasonable price with Transparency & Responsibility.
Our Vision is to become the Most Trusted & Reliable Investment Advisory Company in India by 2025.

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