Orbis broker Accounts

Orbis Account Types

Orbis offers a variety of account types tailored to meet the needs of different investors. Here are the main types of accounts available:

• Orbis Institutional U.S. Equity Fund
• Minimum Investment:
• Base Refundable Reserve Fee Class: $1 million
• Zero Base Refundable Reserve Fee Class: $100 million
• Core Refundable Reserve Fee Class: $20 million
• Client Type: Primarily for accredited investors and institutional clients.
• Fees: Base fees range from 0.20% to 0.75%, with management fees from 0% to 7% based on fund performance.
• Custodial Accounts for Trading
• Designed for trading restricted Nifty and Bank Nifty option strike prices.
• Clients can use Zerodha's platform while trading through Orbis.

Orbis Broker Account Opening Process

To open an account with Orbis, follow these steps:

• Create a Ticket: Initiate the account opening process by creating a ticket through Zerodha, which partners with Orbis for custodial services.
• Transfer Funds: After account creation, clients must transfer funds to Orbis instead of Zerodha for trading.
• E-sign Agreements: Clients need to e-sign the equity agreement, which includes the Power of Attorney (POA).
• Account Activation: The segments are enabled within 48 working hours of e-signing.
• Trading Limitations: Initially, only index, stock F&O, and commodity trades are allowed. Additional segments can be enabled upon request.

For more detailed information, clients can reach out to Orbis via email or phone.