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About Us

CNB Finwiz is a boutique financial services firm that provides advanced execution solutions for sophisticated traders in the Indian financial markets. We offer cutting-edge infrastructure, integrating the latest network servers and switches with reliable connectivity solutions, ensuring seamless trading experiences.

Our comprehensive suite of trading software includes API integration, low-latency coding, and a wealth of features designed to optimize performance and empower traders to perform at their best.

Servicing high-net-worth individuals (HNI), Corporates, Family Offices, and Institutional Clients Assisted by a Dedicated team led by an Well Experienced Senior Manager. We deliver tailored solutions in technology, trading strategies, accounting, and reporting, meeting the unique needs of each client.

Our Services

01

Algo Trading Services

Embrace the future of trading with our advanced algorithmic trading solutions, designed to execute high-speed and precise trading strategies, reducing human error and enhancing efficiency.

02

Call and Trade Services

Enjoy the convenience and reliability of our call and trade services, where our expert team facilitates your orders over the phone with swift and accurate execution.

03

Internet-Based Trading Services

Experience seamless online trading with our robust internet-based platform, providing you with comprehensive market insights and powerful trading tools at your fingertips.

What We Excel In

Execution Services

We provide top-tier execution services for traders adept in Algo Trading and those who have developed their own systems.

Platform Infrastructure

Our state-of-the-art infrastructure includes a co-location facility, a trading platform designed with advanced technology, high-frequency servers, and low-latency network switches & NICs for latency-sensitive software.

Strategy Development

We offer a strategy incubation facility for innovators seeking a partner to launch their trading strategies. Our platform supports API integration for custom strategy development.

Software Development

Our team of in-house software development experts can design customized software, ensure pre-approval compliance checks, and provide a robust trading platform for execution.

Core Product

Equity Delivery

Intra-day Trading

Derivatives Trading

Algo Trading

Management

Mr. Naman Bagri

(Managing Director)

Naman Bagri, Managing Director, is MBA from ISB, Hyderabad. He has experience of over 15 years in stock market. He looks after day to day operations of the company. He is responsible for new initiatives in Broking,Investments and algorithmic trading. He has led cross-functional teams across various divisions of the company including IT and Finance.

Mr. Chand Rattan Bagri

(Founder & Whole Time Director)

Chand Rattan Bagri,Director, has rich experience of over 50 years in stock market. He looks after trading and corporate strategy for the company. He has successfully led teams in strategy development and options trading.

Attention Investors

https://www.cdslindia.com/Investors/InvestorCorner.aspx#section3

Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020.

Update your mobile number & email Id with your stock broker/depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge.

Pay 20% upfront margin of the transaction value to trade in cash market segment.

Investors may please refer to the Exchange's Frequently Asked Questions (FAQs) issued vide circular reference NSE/INSP/45191 dated July 31, 2020 and NSE/INSP/45534 dated August 31, 2020 and other guidelines issued from time to time in this regard.

Check your Securities /MF/ Bonds in the consolidated account statement issued by NSDL/CDSL every month.

  • MEMBER NATIONAL STOCK EXCHANGE
    MEMBERSHIP ID : 11893
    SEBI REGISTRATION : INZ000204238

  • MEMBER BOMBAY STOCK EXCHANGE
    MEMBERSHIP ID : 178
    SEBI REGISTRATION : INZ000204238

  • Member Central Depository Services (India) Limited
    DP ID : 31100
    SEBI Registration No. : IN-DP-570-2021

  • MEMBER MULTI COMMODITY EXCHANGE OF INDIA
    MEMBERSHIP ID: 57240
    SEBI REGISTRATION :- INZ000204238

KYC

1. *KYC is a One time Exercise for 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

2. 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.

3. CNB Finwiz Pvt Limited.All rights reserved. "Prevent Unauthorised transactions in your account ,Please Update your Mobile numbers/email IDs with your Stock Brokers for Get information on transactions Also directly from Exchange end of the day. "Issued in the interest of investors" "Prevent Unauthorized Transactions in your demat account --> Update your Mobile Number with your Depository Participant. Receive alerts on your Registered Mobile for all debit and other important transactions in your demat account directly from NSDL/CDSL on the same day..........issued in the interest of investors.

4. Investor can also lodge investor grievances on https://scores.sebi.gov.in -- Refer SEBI Circular No.SEBI/HO/OIAE/IGRD/CIR/P/2018/58Dated 26th March 2018.

5. Investor awareness on fraudsters that are collecting data of customers who are already into trading on Exchanges and sending them bulk messages on the pretext of providing investment tips and luring them to invest with them in their bogus firms by promising huge profits.

6. Clients/investors to abstain them from dealing in any schemes of unauthorised collective investments/portfolio management, indicative/ guaranteed/fixed returns / payments etc.

7. Link to voting URLs on voting by Listed Companies, which will redirect the investor to the webpage of the respective Depository who in turn will enable access to the e-voting portals of various ESPs: https://evoting.cdslindia.com/Evoting/EvotingLogin

8.ASBA has been made mandatory payment mechanism for all investors including retail investors for all public issues opening on or after Jan 1, 2016

ADVISORY FOR INVESTOR

1. Beware of fixed/guaranteed/regular returns/ capital protection schemes. Brokers or their authorized persons or any of their associates are not authorized to offer fixed/guaranteed/regular returns/ capital protection on your investment or authorized to enter into any loan agreement with you to pay interest on the funds offered by you. Please note that in case of default of a member claim for funds or securities given to the broker under any arrangement/ agreement of indicative return will not be accepted by the relevant Committee of the Exchange as per the approved norms.

2. Do not keep funds idle with the Stock Broker. Please note that your stock broker has to return the credit balance lying with them, within three working days in case you have not done any transaction within last 30 calendar days. Please note that in case of default of a Member, claim for funds and securities, without any transaction on the exchange will not be accepted by the relevant Committee of the Exchange as per the approved norms.

3 Check the frequency of accounts settlement opted for. If you have opted for running account, please ensure that your broker settles your account and, in any case, not later than once in 90 days (or 30 days if you have opted for 30 days settlement). In case of declaration of trading member as defaulter, the claims of clients against such defaulter member would be subject to norms for eligibility of claims for compensation from IPF to the clients of the defaulter member. These norms are available on Exchange website at following link: https://www.nseindia.com/invest/about-defaulter-section.

4 Brokers are not permitted to accept transfer of securities as margin. Securities offered as margin/ collateral MUST remain in the account of the client and can be pledged to the broker only by way of ‘margin pledge’, created in the Depository system. Clients are not permitted to place any securities with the broker or associate of the broker or authorized person of the broker for any reason. Broker can take securities belonging to clients only for settlement of securities sold by the client.

5. Please do not transfer funds, for the purposes of trading to anyone, including an authorized person or an associate of the broker, other than a SEBI registered Stock broker.”

6. Clients/investors to abstain them from dealing in any schemes of unauthorised collective investments/portfolio management, indicative/ guaranteed/fixed returns / payments etc.

7. Always keep your contact details viz. Mobile number/Email ID updated with the stock broker. Email and mobile number is mandatory and you must provide the same to your broker for updation in Exchange records. You must immediately take up the matter with Stock Broker/Exchange if you are not receiving the messages from Exchange/Depositories regularly

8. Don’t ignore any emails/SMSs received from the Exchange for trades done by you. Verify the same with the Contract notes/Statement of accounts received from your broker and report discrepancy, if any, to your broker in writing immediately and if the Stock Broker does not respond, please take this up with the Exchange/Depositories forthwith

9. Check messages sent by Exchanges on a weekly basis regarding funds and securities balances reported by the trading member, compare it with the weekly statement of account sent by broker and immediately raise a concern to the exchange if you notice a discrepancy