ATOM Response
Transaction Status	Failed
Transaction Date
Product
Amount
Bank Name
Bank Transaction Id
PL Transaction Id
FT Limit Updated

Reports

Forms

Documents

Broking transaction details given date-wise, exchange-wise and product-wise. Bill and Contract Notes available here.

Broking Ledger

Gives purchase cost and current value of stocks before and after VAR.

Holding Value

Gives a summary of all trades done during the year with realised and unrealised profit/loss values. You can also add net positions from previous years in cash segment.

Trades Summary

Gives a datewise report of all trades done during the year.

Trades Datewise

Gives details of consolidated holding in your account as on date. It can be sorted as per BO ID and Product.

Holding Qty

Gives a trade wise report of all trades done during the year with Order ID, Trade ID and Trade time

Trades Detail

Gives details of all the demat charges debited to clients account.

Demat Ledger

Shows the cost and current value of open positions in NSEF, NSEC and MCX segments. You can also click on the Open Position dashboard card to see this report.

Open Position

Gives details of current balance along with accrued interest,if any, in individual exchanges. Also, inter segment fund transfer and fund payin/payout requests are placed here.

Funds Transfer

Datewise details of brokerage, STT, GST and other applicable charges payable by a client.

Broking Charges

Client Networth

Daily Margin Report

Details of interest charged on debit balance in broking ledger

Interest Charges

Client Cash Margin Shortage

CASH MARGIN SHORTAGE

Gives date-wise break up of margin for the selected Financial year and Date range.

Client Margin

Gives details of consolidated holding in your account as on date. It can be sorted as per BO ID and Product.

Loan Ledger

Scrip wise margin details in Cash, FNO, MTF and MCX segments

Scrip Margin

Gives details of all the securities debited and credited to clients demat account.

Demat Transactions

Portfolio Analyzer

Portfolio Analyzer

Various portfolio related reports including short term and long term capital gains reports

Portfolio Tracker

Circulars issued by PL some of which are based on exchange guidelines and policies

Circulars

To be duly filled and submitted for closing trading as well as Demat account. It also has a list of closure pre checks.

Account Closure

KYC registration form for individuals wherein details of first/ sole holder is required to be filled. It is applicable for Equity/ Commodity trading and Demat account.

CKYC Ind

To enable direct credit via NEFT/RTGS/Fund Tranfer. List of supporting documents required is mentioned herewith.

Direct Credit

For re activating dormant trading accounts. It also mentions cases where any supporting documents are required to process the request.

Dormant A/c Activation

DP Nomination

DP Nomination_optout

In case of any change in KYC details such as change in identity and address details of non individuals. It also mentions list of supporting documents required.

KYC Modification Non Ind

MANDATORY DOCUMENTS AS PRESCRIBED BY SEBI

Minor Trading Account

Minor Trading Account

In case of any change in Bank, Demat, Income and Networth details. It is applicable to trading and/or BO account. Submit alongwith list of documents wherever required.

Modify Details

Required to initiate the set up of Margin Pledge and Margin Re-pledge

Pledge Form

To make any changes to the existing tariff plan.

Tariff Sheet Ind

Initiate your pledge request by following the steps mentioned.Select the Scrip and Quantity that you would like to pledge.

Pledge Request

Form for initiating the un-pledge process. Select the security that you want to un-pledged and confirm request to initiate the process.

Unpledge Request

This form explains the Terms and Conditions pertaining to MTF. Fill in the required details and hit save to avail Margin Trading Facility (MTF).

Apply MTF

Apply Buy Back

Activate mobile trading to see information and place orders from your mobile device.

Mob Trd Activate

Give your consent for E-DIS facility that allows you to sell shares even without Power of Attorney and physical Delivery Instruction Slip.

E-DIS Consent

Read the terms and Conditions for Intra-day auto-sqaure off. By submitting the form you agree to our auto-square off conditions.

Auto Sq Off

Activate your Odin Diet request by selecting the Exchange and Segment. Charges for Odin Diet are specified here.

ODIN DIET

Invest in Mutual Funds thru the BSE and NSE MF platforms

Apply MFSS

Form for individuals confirming whether they hold US Citizenship. It is also to be submitted for all joint holders of demat account as well as minors guardian

FATCA Ind

Form for entities/organizations confirming whether or not they hold US Beneficiary. It is also to be submitted for all joint holders of demat account .

Fatca Non Ind

Account Closure

Account Closure

Refer an account and win exciting rewards

Client Referral

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