Put your User Name  and Password and click on Login button.

Click on Forget User Id and Password? 

Insert Username and PAN and click on submit button.

• View and check multiple client reports.
• Easily download reports on different format like PDF and Xlsx.
• and other features.

• Menu

• View client Dashboard and other details like portfolio, Financial Ledger, Holding and Brokerage.

• Margin reports and details

• View Client list and client details.

• View other Reports

Click on Net Position tab in menu.

Click on the options given in dropdown menu.

• Fill the details in the form.

• View report.

• Input client id or search for ID.

Click on first icon for Dashboard.

Click on second icon for Portfolio.

Click on third icon for Financial Ledger

Click on fourth icon for Holding

Click on fifth icon for Brokerage

Client Dashboard

Click on Hello, User Name on right side of the header.

Click on Change Password from dropdown.

Put old password, set new password and click on Change Password button.

Your Password Change Successfully, Please Login Again.

Click on User icon right side of header.

Go to dashboard and insert client code or search for code via search icon.

Click on second icon.

View Client Portfolio.

Go to client dashboard.

Click on payment request.

Click on Status button to view payment status.

Insert Request Date and click on View(eye) button.

View Payment Request status.

Go to dashboard input or search the client code. 

Click on Portfolio (Second Icon).

Click on Long Term tab for long term report.

Click on Short Term tab for short term report.

Click on jobbing tab for Jobbing.

Click on Holding tab for Holding.

Click on Dividend Tab for Dividend.

Go to client portfolio.

Click on Stock Entry Button.

View Stock Entry