Invest with Precision. Trade Smarter with Milestone.
Navigate global markets effortlessly through our intuition, cutting-edge technology, and proven expertise. Let us simplify the investment journey so you can focus on building sustainable wealth.
Your trusted partner in navigating the financial markets with confidence, transparency, and professional excellence
Who We Are
Milestone Securities is a registered sub-broker partner dedicated to providing investors with seamless access to equity markets, trading platforms, and professional market support. We bridge the gap between investors and the stock market by offering reliable trade execution, transparent processes, and client-focused service.
As a sub-broker, our role is to ensure that every investor experiences a smooth, secure, and well-supported trading journey. We offer platform onboarding, market insights, and operational assistance—helping clients make confident trading decisions through verified market channels.
What We Offer
📈 Equity & Derivatives
Comprehensive market access with expert guidance
🔧 Trading Support
Account opening and platform onboarding assistance
📊 Market Research
Access to tools, platforms, and research insights
⚡ Trade Execution
Fast, reliable, and secure order processing
💼 Client Support
Dedicated relationship management
🎯 Continuous Guidance
Ongoing support throughout your investment journey
Our Commitment to You
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Transparency
Clear, honest communication and transparent operations at every step
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Fast Execution
Quick and secure trade processing for optimal market opportunities
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Ethical Practices
Fully compliant with market regulations and ethical standards
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Client Satisfaction
Building long-term relationships through exceptional service
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Smooth Onboarding
Hassle-free account setup and platform integration
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Continuous Support
Always available to guide you through market challenges
Our Journey & Leadership
Mehul Vinod Sheth
Founder & CEO
An MBA in Finance with 15 years of proven expertise in equity markets and wealth creation. Mehul's vision, passion, and strategic approach have shaped Milestone Securities into a trusted financial partner for investors across India.
What began as a vision to democratize investment opportunities has grown into a trusted financial partner for hundreds of clients. At Milestone, we believe every investor deserves access to professional-grade insights, personalized strategies, and unwavering support. Our journey is built on three pillars: integrity, innovation, and results.
Over the years, we've navigated bull markets and bear cycles, helping clients protect and grow their wealth through disciplined investment approaches. From first-time investors to seasoned traders, we tailor our services to meet diverse financial goals and risk appetites.
15+Years Experience
500+Happy Clients
MBAFinance
Our Mission
At Milestone Securities, we believe every investor deserves a trusted market partner. Our mission is to help clients trade confidently, responsibly, and efficiently. Let's build your market journey—professionally and securely.
Why Client Choose Us
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Happy Clients
Your success is our priority and it shows in our client satisfaction rate
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Active Clients
Engaged clients rely on our platform every day for their financial growth
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Hours of Support
Dedicated time ensuring you always have expert guidance when you need it
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Hard Workers
Our experienced team of experts are here to guide and support your financial journey
Our Solutions
Comprehensive financial services designed to help you achieve your investment goals with confidence and clarity.
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Equity & Derivatives
Trade stocks and derivatives with expert guidance. Access real-time market analysis, strategic insights...
Trade stocks and derivatives with expert guidance. Access real-time market analysis, strategic insights, and personalized recommendations to maximize your equity portfolio returns while managing risk effectively. Our experienced team provides daily market updates, technical analysis, and actionable trade ideas across NSE and BSE. Whether you're a day trader or long-term investor, we help you navigate market volatility with disciplined strategies and risk management protocols. We specialize in identifying high-growth stocks, understanding sector rotations, and timing market entries and exits. Our derivative strategies include futures hedging, options writing, and complex multi-leg strategies designed to enhance returns while protecting your capital. With access to advanced charting tools, real-time news feeds, and institutional-grade research, you'll have everything needed to make informed trading decisions. We also provide margin trading facilities, systematic portfolio reviews, and personalized trading plans aligned with your financial goals and risk appetite.
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Commodities
Diversify your portfolio with commodities trading in gold, silver, crude oil, and agricultural products...
Diversify your portfolio with commodities trading in gold, silver, crude oil, and agricultural products. Leverage market volatility with our expert analysis and hedging strategies to protect your investments. We provide comprehensive commodity market reports, futures trading guidance, and options strategies to help you capitalize on price movements. Our commodity experts monitor global supply-demand dynamics, geopolitical events, and seasonal patterns to deliver timely trading opportunities. From precious metals to energy commodities and agricultural products like wheat, soybean, and cotton, we cover the entire spectrum of commodity markets. We help you understand the impact of global economic indicators, weather patterns, and political developments on commodity prices. Our hedging solutions are particularly valuable for businesses looking to protect against price fluctuations in raw materials. We offer both intraday and positional trading strategies, supported by technical and fundamental analysis. Additionally, we provide insights into commodity-linked ETFs and commodity mutual funds for investors seeking exposure without direct futures trading.
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Currency
Navigate the forex market with confidence. Trade major currency pairs with competitive spreads...
Navigate the forex market with confidence. Trade major currency pairs with competitive spreads, advanced technical analysis, and timely insights to capitalize on global currency movements. Our forex specialists monitor central bank policies, economic indicators, and global events that drive currency valuations. We offer intraday and positional trading strategies across USD/INR, EUR/INR, GBP/INR, and JPY/INR pairs with detailed entry and exit recommendations. Currency markets operate 24 hours and offer excellent liquidity, making them ideal for traders seeking flexibility. We help you understand how interest rate differentials, inflation data, GDP growth, and trade balances impact exchange rates. Our currency trading services include technical pattern recognition, support-resistance analysis, and momentum-based strategies. We also provide currency hedging solutions for importers and exporters looking to protect their business from foreign exchange fluctuations. With our guidance, you can trade currency futures and options on the Indian exchanges, taking advantage of leverage while managing risk through proper position sizing and stop-loss protocols.
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IPO
Get early access to promising IPOs with our comprehensive research reports...
Get early access to promising IPOs with our comprehensive research reports. We help you identify high-potential public offerings and guide you through the application process for optimal allocation. Our IPO desk conducts thorough fundamental analysis of upcoming listings, evaluating business models, financials, valuations, and growth prospects. We provide application assistance, allotment tracking, and post-listing recommendations to help you make informed investment decisions in the primary market. Understanding the difference between mainboard and SME IPOs, anchor investor participation, and grey market premiums is crucial for IPO investing success. We analyze the company's competitive position, management quality, use of proceeds, and peer valuations to determine fair value. Our team guides you through the application process across retail, HNI, and QIB categories, helping you maximize allotment chances through strategic bidding. We also track listing gains and provide hold or sell recommendations based on post-listing price movements and fundamental valuations. With our IPO advisory, you gain access to detailed DRHP analysis, subscription data updates, and listing day strategies.
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Depository
Secure and seamless demat account services for holding your shares electronically...
Secure and seamless demat account services for holding your shares electronically. Enjoy hassle-free portfolio management with complete transparency, regular statements, and easy access to your holdings. We facilitate quick account opening with both NSDL and CDSL depositories, ensuring your securities are safely dematerialized and readily available for trading. Our depository services include pledge management, off-market transfers, corporate action updates, and comprehensive portfolio tracking through user-friendly digital platforms. Your demat account serves as a digital vault for all your securities including stocks, bonds, ETFs, mutual funds, and government securities. We handle all corporate actions such as dividends, bonuses, rights issues, and stock splits automatically, crediting benefits directly to your account. Our services include easy nomination facilities, joint account options, and seamless transfer of securities between family members. We provide regular portfolio statements, capital gains reports for tax filing, and transaction histories for complete transparency. With bank-grade security, insurance protection, and regulatory compliance, your investments remain safe and accessible 24/7 through our online and mobile platforms.
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Mutual Funds
Build wealth systematically through carefully selected mutual fund portfolios...
Build wealth systematically through carefully selected mutual fund portfolios. Our experts help you choose the right funds based on your goals, risk profile, and investment horizon for long-term wealth creation. We offer guided SIP planning, lump sum investment strategies, and regular portfolio rebalancing across equity, debt, hybrid, and thematic funds. Our mutual fund advisory includes tax-saving ELSS recommendations, retirement planning solutions, and goal-based investment strategies tailored to your financial objectives. We help you understand different fund categories including large-cap, mid-cap, small-cap, flexi-cap, sectoral, and international funds. Our selection process focuses on fund manager track record, expense ratios, consistency of returns, and portfolio quality. We assist with SIP start, stop, pause, and step-up strategies based on your cash flow and goals. For conservative investors, we recommend debt funds, liquid funds, and hybrid balanced funds that provide stability with moderate returns. Our mutual fund platform offers direct plan investments, automatic portfolio rebalancing, and consolidated reporting across fund houses. We also provide guidance on systematic withdrawal plans (SWP) for retirement income and tax-efficient redemption strategies.
What Our Clients Say
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Working with Milestone has been a game-changer for my investment portfolio. Their personalized approach and expert guidance helped me achieve returns I never thought possible.
RK
Rajesh Kumar
Business Owner
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The team at Milestone is incredibly professional and knowledgeable. They simplified complex market trends and helped me make informed investment decisions with confidence.
PS
Priya Sharma
Software Engineer
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I've been investing for over a decade, but Milestone's strategic insights took my portfolio to the next level. Their attention to detail and commitment to client success is unmatched.
AM
Anil Mehta
Entrepreneur
Recognition & Awards
Celebrating excellence in financial services and client satisfaction
