Scribd
Upload
66 views6 pages

Dollarbull Brochure

DollarBull is a fintech platform that allows investors in India to invest in U.S. stocks and ETFs. It offers easy and secure access to borderless investing through its app and web platform. DollarBull aims to partner with financial intermediaries in India to provide their clients knowledge and tools to open up their portfolios to international markets. The platform charges zero fees for account opening or maintenance, and a 0.5% annual platform access fee on average assets of stocks and ETFs. Financial partners can refer clients through DollarBull's dashboard and receive a client acquisition fee of Rs. 3000 for each client that completes funding of $2000 or more.

Uploaded by

Jai Hiralal
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
66 views6 pages

Dollarbull Brochure

DollarBull is a fintech platform that allows investors in India to invest in U.S. stocks and ETFs. It offers easy and secure access to borderless investing through its app and web platform. DollarBull aims to partner with financial intermediaries in India to provide their clients knowledge and tools to open up their portfolios to international markets. The platform charges zero fees for account opening or maintenance, and a 0.5% annual platform access fee on average assets of stocks and ETFs. Financial partners can refer clients through DollarBull's dashboard and receive a client acquisition fee of Rs. 3000 for each client that completes funding of $2000 or more.

Uploaded by

Jai Hiralal
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 6

Bringing

fringertip
access to
US markets
WELCOME TO
DOLLARBULL
DollarBull is a Fintech platform
that empowers investors
based in India to invest in U.S
stocks and ETFs (Exchange
Traded Funds). Our app and
web-based platform offers
easy, secure and seamless
access to borderless investing.

DollarBull aims to build its base


of empowered investors by
harnessing the power of India’s
strong financial intermediary
community. The focus is on
providing our financial
intermediaries like you with the
knowledge, the tools and the
remuneration to make it
interesting for you to open up
your clients’ portfolios to
international stocks, ETFs and
more such investments
We see it as
a win-win
situation.
Your clients can now
Invest in top global companies like Apple,
McDonalds, Microsoft, Coca Cola and more

Access new age businesses like Google, Amazon,


Facebook, Netflix and many such

Find interesting themes to invest in

Hedge against rupee depreciation

And all this on DollarBull for Investors at

Zero Zero
Account Maintenance Trading
Opening Fee Fee

Aligning our focus with your Clients’ focus on Investing and Wealth
Creation rather than trading. DollarBull charges a Platform Access Fee
of 0.50% pa on Average Assets comprising investments in Stocks & ETFs.
And on Model Portfolios the Platform Access Fee + Management Fee is
expected to range from 1.0 to 2.5 % pa
Easy
sign up
on
DollarBull
for
your
You empanel with DollarBull as a Partner
with a simple process. A unique Partner
code is provided to each Partner upon

clients
empanelment

Refer your Clients through the RM


Dashboard on DollarBull. The Client
receives a unique link aligned with your
Partner Code to sign-up through the web
portal

Client completes KYC and funds their


Investment Account. Client gets
immediate access to 4000+ US Stocks and
2000+ ETFs

Partner can assist the Client with the KYC


and the funding process
Partner & RM Dashboard
on DollarBull -
features and functionality

DollarBull Partners can use the Refer Clients directly from the
DashBoard for a number of activities DashBoard using Client’s email ID

Track each Client’s account opening Do real time research on


progress, KYC and Investment US Equities and ETFs
Account funding status

View every Client’s order status Dedicated support available


& portfolio Information from DollarBull technical team
Commercially rewarding
experience with DollarBull
And for you Partnering with us can be a commercially rewarding
experience with client acquisition fees, incentive plans, platform access
fee & management fee sharing and so on. We make it even more
rewarding for you with our focus on providing flexible and customized
plans best suited to your needs.

HERE IS A UNIQUE CLIENT ACQUISITION FEE


(CAF)
Rs. 3000 for each client referred with your unique code who completes
a funding of USD 2000 (approximately Rs. 1,50,000). It works out to an
attractive 2% upfront for the Partner *

LET’S GET STARTED.


Get in touch with us and we would be happy to share more details
about how DollarBull can make a difference to your clients and even
more importantly to your business

* Terms & Conditions apply


• The Client has to fund their Investment Account with USD 2000 to be eligible
• The Fee referred to is a flat amount payable for funding of USD 2000 or more
• The Fee is payable if the funding of USD 2000 continues to stay for a period of
60 days from funding

You might also like