Home Back   
 

ORDER

UNDER RULE 5 OF SEBI (PROCEDURE FOR HOLDING INQUIRY AND

IMPOSING PENALTIES BY ADJUDICATING OFFICER) RULES, 1995.

 Against

Mr.  Srigopal Jaju (Trade Name : M/s Srigopal Jaju)

Member, Hyderabad Stock Exchange Ltd. (SEBI Regn. No. INB060147715)

Sub Broker, (INS011388712) of M/s B.N.R. Capital Services Pvt. Ltd., member- BSE,

Sub Broker (INS 230767910) of M/s. HSE Securities Ltd. trading member-NSE

 

1.0       Background

1.1       Mr. Srigopal Jaju is registered with Securities and Exchange Board of India (hereinafter referred to as “SEBI”) as a stock broker being a member of Hyderabad Stock Exchange Ltd. (hereinafter referred to as “HSE”) and as a sub broker affiliated to M/s HSE Securities Ltd (HSESL), trading member- National Stock Exchange (NSE). He is also a sub-broker of M/s B.N.R. Capital Services Pvt. Ltd., member- Bombay Stock Exchange (BSE) under SEBI Registration No. INS 010984238. He is carrying on the business under the trade name M/s Srigopal Jaju as a proprietorship concern. His office is located at 3-5-141/3/A/1, Opp: Rukhmini Apartments, Eden Bagh, Ramkote, Hyderabad - 500001. The Permanent Account Number of Mr. Srigopal Jaju is AAPPJ8468G.

 

1.2       An inspection of books of accounts, records and other documents of Mr. Srigopal Jaju (hereinafter referred to as “SJ”) was conducted on July 9, 2004 by officials from Southern Regional Office of SEBI.  The inspection covered the period from April 1, 2002 to July 9, 2004. Certain shortcomings were observed during the inspection of SJ.  The inspection report covering the observations of inspection along with shortcomings observed was forwarded to SJ.  SJ submitted his reply vide letter dated April 06, 2005. In view of the violations observed during inspection, it was decided to institute adjudication proceedings against SJ and I was appointed as Adjudicating Officer vide SEBI Order dated February 13, 2006. 

 

2.0       Notice / Reply / Personal Hearing

 

2.1       Accordingly, I issued a show cause notice dated January 25, 2007 to SJ under Rule 4 of SEBI (Procedure for Holding Enquiry and Imposing Penalty by the Adjudicating Officer) Rules, 1995 to show cause as to why an inquiry should not be initiated against him and penalty be not imposed on him under section 15HB of Securities and Exchange Board of India Act, 1992 (hereinafter referred to as “SEBI Act”) for the alleged violations of various provisions of SEBI (Stock Brokers and Sub Brokers) Regulations, 1992 (hereinafter referred to as “Broker Regulations”). SJ was advised to make his submissions, if any, along with supporting documents, within 14 days from the date of receipt of notice.  He was also advised to note that in case he failed to reply within the stipulated time, it would be presumed that he has no suitable explanation / reply and that the matter would be further proceeded with on the basis of evidence on record. SJ was also asked to indicate whether he would also like to have a personal hearing in this regard.

 

2.2             The show cause notice was duly delivered to SJ and a reply dated February 10, 2007 was received from SJ on February 12, 2007. In his reply SJ had sought an opportunity of hearing so as to provide further explanation and evidence.  Accordingly, I issued a notice of inquiry dated July 16, 2007 fixing July 26, 2007 as date of hearing. 

 

2.3             On July 26, 2007 Shri Srigopal Jaju (proprietor of M/s Srigopal Jaju) appeared before me and made submissions. He also mentioned that additional documents would be submitted within 10 days.  He has submitted certain additional documents vide his letter dated August 08, 2007. 

 

 

3.0       CONSIDERATION OF ISSUES AND FINDINGS

3.1             I now proceed to discuss in detail the charges that have been alleged against SJ for being adjudicated in the present proceedings, the submissions made by SJ in this regard and my findings on the same.

 

3.2             Charge 1 :

 

Dealt with unregistered sub-brokers in violation of regulation 18B read with regulation 26(xiv) of the Broker Regulations.

 

Reply

 

In its reply dated February 10, 2007 SJ has stated that the persons named in the inspection report have not traded for their clients. They have done business with SJ as clients only. He has further submitted that transactions like transfer of shares to third parties were made purely at the request of the client, after collecting letters from the clients with specific request for transfer of shares to third party. 

 

Findings :

 

It has been observed in the inspection report that Shri Rajeshwar Koutika -client code - R085  (RK), who was registered as a client, was dealing with the sub-broker SJ on behalf of his clients. A random sample of trades revealed that on many occasions in respect of trades of RK, SJ made deliveries to third parties who are perhaps ultimate clients. Certain instances are as under:


 


Sl. No.

Ultimate Client Name

Ultimate Client ID

Scrip

Qty.

Execution Date

1.     

G. Annapurna

20232978

Centurion Bank

1000

30.6.04

2.     

R. Pullaiah

20270490

Lyka Labs

500

25.6.04

3.     

R.V. Smitha

16353950

NIIT Ltd.

50

25.6.04

Seshasai Paper

50

25.6.04

4.     

M. Venkateshwarlu

10797281

GAIL

100

11.6.04

HCC

200

11.6.04

Maruti

100

11.6.04

5.     

K. Krishnakumar

20474936

Syndicate Bank

700

11.6.04

Tata Motors

100

11.6.04

6.     

Gaddam Raju Reddy

10018957

Aurobindo Pharma

50

11.6.04

Bicon

50

11.6.04

7.     

K. Manohar

10472099

Compudy

1000

11.6.04

Maxisoft

500

11.6.04

Mascon Global

500

11.6.04

8.     

Sanjeev

1057727

KEC Int.

700

1.6.04

Kesram Ind.

100

1.6.04

Rajasthan Spg.

500

1.6.04

Nagarjuna

100

1.6.04

9.     

Sudeer Reddy

10013196

Nag. Const.

100

1.6.04

Union Bank

200

1.6.04


 


10.

G. Venkanna

10013379

Sixpox

100

11.6.04

Tata Motors

10

11.6.04

Tata Steel

20

11.6.04

11.  

R. Pullaiah

20270496

Lyka Labs

500

1.6.04

12.  

R.V. Smitha

16353950

NIIT Ltd.

50

1.6.04

Sheshasai Paper

50

1.6.04

13.  

K. Krishnakumar

20474936

IFCI Ltd.

1700

1.6.04

TV Today

100

1.6.04

Vijaya Bank

700

1.6.04

14.  

K. Chandrashekar

11347827

SSI Ltd.

100

1.6.04

15.  

GDH Securities Ltd.

1302380000000139

Biocon

50

19.4.04

16.  

Bhagwan Das Jaju

1302380000006335

Biocon

10

 

17.  

Bhagwan Das Jaju

1302380000006335

ONGC

60

10.4.04

18.  

V. Ganga Reddy

10377306

Dr. Reddy Labs

40

1.6.04

19.  

Bagwan

10668416

Oriental Bank

10

11.6.04

20.  

Padkanti Ganga Reddy

10012232

Aurobindo Pharma

10

12.6.04

Bicom

50

12.6.04

21.  

V. Raj Kumar

10009204

Hindustan Lever

500

30.6.04

22.  

K. Chahdrashekar

11347827

NIIT Ltd.

100

1.6.04

 

SJ in his reply dated February 10, 2007 has admitted that in few transactions transfer of shares were made to third parties but that these transfers were made only after receiving a specific request in writing from the clients.  SJ had also submitted copies of authority letters authorizing him to make deliveries to entities mentioned therein. While the submission is adequate to address the issue of how deliveries were made to third parties, it does not answer the question as to what was the need for making delivery to third parties. A client is expected to make only proprietary investments. Even members of same family are expected to have separate client accounts with the broker/ sub broker. Instances of transfer of securities to a third party can be an exceptional instance only. The names of these entities do not indicate that they are family members of RK. The fact that deliveries were made to apparently unconnected third parties over a long period indicates that the operations of RK involved dealings with third parties. This evidence is an adequate basis for coming to the conclusion that RK was actually doing sub-broking activities.

 

Further evidence in this regard is the volume of business done by RK with SJ. During the inspection period the volume of business of RK is as under:

 

Year

Volume of business of Shri Rajeshwar Koutika (in Rs.)

2002-03

   95,78,723.80

2003-04

4,86,44,461.11

2004-05 (till July 06,2004)

1,11,67,380.42

 

The fact that RK is having a large turnover ranging from 95 lacs to 486 lacs during a financial year also supports the view that he is acting as an unregistered sub-broker and not as an individual investor.

 

According to rule 3 of SEBI (Stock Brokers and Sub-Brokers) Rules, 1992 (hereinafter referred to as “Brokers Rules”) and regulation 18B read with regulation 16 of the Broker Regulations, a sub-broker shall not deal with unregistered sub-brokers. Similarly, as per SEBI Circular SMD/Policy/Circular 3-97/ dated March 31, 1997, no broker shall deal with a person who is acting as a sub-broker unless he is registered with SEBI and it shall be the responsibility of the broker to ensure that his clients are not acting in the capacity of a sub-broker unless he is registered with SEBI as a sub-broker.


The delivery to apparently unrelated third parties on many occasions coupled with large turnover prove that RK was actually an unregistered  sub-broker and thus SJ has violated the provisions of SEBI Circular No. SMD/Policy/circular 3-97/ dated March 31, 1997, regulation 18B read with regulation 16 and regulation 26(xiv) of the Broker Regulations.

 

3.3             Charge 2

 

Dealt with other members of HSE and sub-brokers of HSE Securities Ltd. who acted as unregistered sub brokers in violation of regulation 26(xiv) of Broker Regulations. 

 

Reply

 

In his reply dated February 10, 2007 Srigopal Jaju has admitted that he has done business for other members of HSE as well as sub-brokers of HSESL as mentioned in the inspection report. He however contends that they have done this business through him purely in the capacity of a client. He has also stated that :

“ None of these members/ sub-brokers has done business as unauthorized sub-brokers. Much of this business was done only in BSE segment as they did not have BSE terminals at that time and that too they have done this for themselves in the capacity as clients and not for their clients.”

 

In the hearing held on July 26, 2007, Srigopal Jaju has submitted the photocopies of individual client registration forms, agreements etc of the aforesaid brokers / sub-brokers. He has also submitted letters written by some brokers/ sub-brokers to Mr. Srigopal Jaju that the transactions done by them were on their own account and not for their clients.

 

It has been observed by the inspection team that SJ transacted with HSE members,  M/s. Ramswaroop Agarwal of M/s. Saraf Securities, M/s JMD Securities, M/s. Umed Kumar Kochar, M/s. GDH Securities Pvt. Ltd., M/s. R Sanghi Stock Brokers and Fin Pvt Ltd., M/s. Raj Kishore Jhawar, M/s. Ghanshyam Das Gilada, M/s. Inani Securities and M/s. Bhagwan Das Jaju. SJ transacted with the aforesaid members/ sub-brokers treating them as clients. The volume of the business done by SJ with the aforesaid entities during the period covered under inspection is as under:

 

Sr. No.

Name of the sub broker

2002-03

2003-04

2004-05

  1.  

Ram Swaroop Agarwal (187)

Rs. 71817.71

Rs. 423404.73

Nil

  1.  

Umed Kumar Kochar (070)

Rs. 92006.50

Rs. 431794.95

Nil

  1.  

GDH Securities Pvt. Ltd. (062)

Rs. 80,334.70

Nil

Rs. 100

  1.  

R. Sanghi Stock Brokers and Fin Pvt. Ltd. (028)

Rs. 26821.13

Rs. 31632.61

Nil

  1.  

Raj Kishore Jhawar (239)

Rs. 12054821.31

Rs. 1833100.20

Nil

  1.  

Ghansyam Das Gilada (089)

Rs. 1270981.97

Rs. 3565430.36

Nil

  1.  

Inani Securities (002)

Rs. 1115167.65

Nil

Nil

  1.  

Bhagwandas Jaju (006)

Rs. 3135210.45

Rs. 1163453.93

Rs. 645819.45

  1.  

JMD Securities (175)

Rs. 2947054.02

Rs. 5128855.96

Nil

 

Findings

 

SEBI circular SEBI/MIRSD//Cir-06/2004 dated January 13, 2004 permits brokers / sub brokers of an exchange to deal with other brokers / sub brokers of the same exchange for conducting proprietary trading after intimating the name of such broker / sub broker to the exchange.  In the instant case, it has been submitted that the other brokers of HSE have dealt with SJ only for their proprietary transactions.  SJ has submitted copies of client registration form, agreement etc. from the captioned entities mentioning that they are dealing as client only.  He has also submitted copies of a specific undertaking from these clients stating that they are conducting / shall conduct only own transactions through the broker and not for their clients.  Further there is no other evidence / observations on record such as delivery / payment being made to / from third parties.  In view of above, I am inclined to give benefit of doubt to SJ in this regard.

 

3.4             Charge 3

 

Failed to maintain client database properly in violation of regulation 26(xii) and 26(xv) of Broker Regulations. 

 

Reply

 

In his reply dated February 10, 2007, Mr. Srigopal Jaju has submitted that the clause pertaining to maintenance of confidentiality exists in their “Know Your Clients” form. With reference to disclosure to clients regarding proprietary trades he states that he had informed the clients individually in writing in terms of circular SEBI/MRD/SE/Cir-42/2003 dated November 19, 2003. Vide letter dated August 8, 2007 he has also submitted letters of confirmation from some of his clients about having received the letter about disclosure of proprietary trades.

 

Findings

 

SEBI Circulars SMD/Policy/IECG/1-97 dated February 11, 1997 and  SMD/Policy/Cir-5/97 dated April 11, 1997 stipulate the requirement of, inter-alia, client registration form in fulfillment ‘Know Your Client’ norms. Further, circular no. SMD/Policy/Cir-11/97 dated May 21, 1997 stipulates execution of client-sub broker agreement which would give the terms and conditions of trades to be executed on behalf of the client. Another requirement as stipulated vide circular No SEBI/MRD/SE/Cir- 42 /2003 dated November 19, 2003 is disclosure of the aspect of proprietary trading by the broker/sub broker to the client.  Non compliance with these requirements would be violative of  these circulars  as well as regulation 26 (xii) and (xv)of Broker Regulations.

 

SJ has submitted that the client registration form contains the clause of confidentiality of information. While appearing for personal hearing, SJ has submitted copies of client registration forms, agreements etc. in respect of some of his clients. A perusal of the registration forms confirms his contention regarding confidentiality clause. SJ has also submitted vide his letter dated 10.02.2007 that pursuant to issuance of SEBI circular SEBI/MRD/SE/Cir- 42 /2003 dated November 19, 2003, he had communicated the fact of his proprietary trading to his clients individually in writing. Vide his letter dated August 08, 2007, SJ has submitted copies of the letter which he sent to his clients in December 2003. He has also forwarded acknowledgements from some of his clients confirming receipt of the letter regarding proprietary trading.

 

In view of above, I am of the opinion that there is no significant violation with regard to maintenance of client database as alleged by the inspection team.

 

3.5       Charge 4 & 5

 

Failed to comply with directions issued by the Board in violation of regulation 26 (xv) of Brokers Regulations.

           

Not exercised due skill, care and diligence in violation of clause A(2) of code of conduct for sub brokers mentioned under schedule II of the Brokers Regulations read with regulation 15 and regulation 26 (xvi) of the Brokers Regulations.

 

            Reply

 

            SJ in his reply dated February 10, 2007 has stated that by and large they have complied with the directions issued by SEBI and the subsidiaries regulating the sub-brokers. He has reiterated the same in the submissions made on July 26, 2007.

 

            Findings

 

As discussed above, SJ has been dealing with Mr Rajeshwar Koutika (RK) who is operating as an unregistered sub broker. It can thus be concluded that he has not been complying with SEBI directions as stipulated vide SEBI Circular No. SMD/Policy/circular 3-97/ dated March 31, 1997, regulation 18B read with regulation 16 and regulation 26(xiv) of the Broker Regulations and has thus violated regulation 26(xv) of the Broker Regulations.

 

The Code of Conduct for sub brokers under Schedule II of Regulation 15 of Broker Regulations states as under : 

“A. GENERAL

(1) Integrity : A sub-broker, shall maintain high standards of integrity, promptitude and fairness in the conduct of all investment business.

(2) Exercise Of Due Skill And Care : A sub-broker, shall act with due skill, care and diligence in the conduct of all investment business.”

If SJ had been careful in scrutinsing RK’s transactions, he would have himself made out that RK is actually acting as a sub-broker. To that extent it would be appropriate to conclude that SJ  has not exercised due skill and care in conducting his business.  In view of above, I am of the opinion that SJ has violated regulation  15 and 26(xvi) of Broker Regulations.

 

  3.6     As violation of SEBI circulars, regulations 18B (read with regulation 16 of Broker regulations), 26 (xiv), (xv) and (xvi) of Broker Regulations has been established as discussed above, SJ is liable for penalty under section 15HB of SEBI Act, 1992 which states as under:

 

“Penalty for contravention  where no separate penalty has been provided

 

15HB. Whoever fails to comply with any provision of this Act, the rules or the regulations made or directions issued by the Board thereunder for which no separate penalty has been provided, shall be liable to a penalty which may extend to one crore rupees.”.

3.7       While imposing penalty it is important to consider the factors stipulated in section 15J of SEBI Act, 1992 which states as under:

“15J - Factors to be taken into account by the adjudicating officer

While adjudging quantum of penalty under section 15-I, the adjudicating officer shall have due regard to the following factors, namely:-

(a)               the amount of disproportionate gain or unfair advantage, wherever quantifiable, made as a result of the default;

(b)               the amount of loss caused to an investor or group of investors as a result of the default;

            (c)               the repetitive nature of the default.”

3.9             As regards the disproportionate gain or unfair advantage there are no quantifiable figures available on record with respect to the default of SJ. There are also no figures or data on record to quantify the amount of loss caused to an investor or group of investors as a result of the default. In view of the fact that he has been having a large number of transactions with  an unregistered sub broker (RK) over a long period, I am inclined to hold that the defaults of SJ are repetitive in nature. 

As the violation of statutory obligations has been established, SJ is liable for penalty. Hon’ble Supreme Court of India in its order dated May 23, 2006 in the matter of SEBI vs. Shriram Mutual Fund (Civil Appeal Nos. 9523 and 9524 of 2003) has held that levy of penalty is attracted once the violation of statutory obligations is established and the intention of parties committing such violation is irrelevant.

4.0       Penalty

4.1       Considering the material available on record, and upon a judicious exercise of powers conferred upon me under Rule 5 of SEBI (Procedure for Holding Enquiry and Imposing Penalties by the Adjudicating Officer) Rules 1995, I impose a penalty of Rs. 1,00,000/- ( Rupees One lakh only) on Mr. Srigopal Jaju, proprietor of M/s Srigopal Jaju holding SEBI Registration Nos. INB060147715,  INS011388712 & INS 230767910 and having office at 3-5-141/3/A/1, Opp: Rukhmini Apartments, Eden Bagh, Ramkote, Hyderabad – 500001, under section 15HB of SEBI Act, 1992. I think this amount would be appropriate in view of the facts of the case.

 

 

4.2       The penalty amount shall be paid within a period of 45 days from the date of receipt of this order through a crossed demand draft drawn in favour of “SEBI- Penalties remittable to the Government of India and payable at Mumbai which may be sent to Mr. P. K. Kuriachen, Chief General Manager, Securities and Exchange Board of India, SEBI Bhavan, C – 4 A, “G” Block, Bandra Kurla Complex, Bandra (E), Mumbai – 400 051.

 

 

PLACE: MUMBAI                                                                PIYOOSH GUPTA

DATE: SEPTEMBER 17, 2007                                         ADJUDICATING OFFICER