Yes, Angel One provides customized services specifically for institutions—including corporate treasuries, mutual funds, insurance companies, HNIs, family offices, and fintech platforms. They offer tailored offerings like dedicated relationship managers, API integrations, bulk order handling, and specialized reporting. These solutions help institutions trade efficiently and manage large portfolios with ease.

Institutions get high priority support, exclusive access to research, and flexible settlement options. Angel One also provides customized analytics, margin management, and compliance assistance. Overall, the services are built to meet the needs of large-scale investors and professional clients.

Who Can Use Institutional Services?

Corporate treasuries, mutual fund houses, insurance firms, family offices, high-net-worth individuals, and fintech firms can use these services. Angel One builds solutions suited for each type of client.

What Customized Support Do You Get?

Clients receive a dedicated relationship manager, priority support via phone and chat, and access to custom reports and analytics. Angel One helps with margin planning, reporting schedules, and periodic reviews as per institutional needs.

Are API and Bulk Trading Available?

Yes. Angel One offers API access for algorithmic and programmatic trading, and supports bulk order placements. This enables institutions to execute large trades efficiently and integrate with their internal systems.

What Research & Advisory Access?

Institutions get early access to market research, deep-dive sector reports, fundamental & technical analysis, and expert calls—helping them make informed and timely investment decisions.

Is Compliance Help Available?

Yes. Angel One helps institutions with compliance and regulatory filings. They provide customized reports, audit-ready statements, and assist with taxation and regulatory norms.

What Are Settlement and Margin Options?

Institutions get flexible settlement options—same-day or T+1/T+2—as needed. They also receive advanced margin management, helping optimize working capital and reduce costs.

How Do Institutions Get Started?

Simply contact Angel One’s institutional desk via email, phone, or chat. A relationship manager will reach out, discuss your needs, and set up custom solutions for trading, reporting, and support.