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CLIENT BROKER NORMS
BACK OFFICE
TRANSFER FUND
Transfer Fund facilitates online payment to Broker account and generate Funds Report View.
To Broker Account
To Broker Account in Fund transfer facilitates to increase the Limit/Exposure of trading by online transfer of payment to Broker.
Features
Quicker method to transfer money
Increase limit sets for various markets at a same time
Click Links à TRANSFER FUNDS. The Transfer Fund to Broker Account window is displayed.
Select a Bank to transfer payment.
Select Exchange.
Type Amount to transfer.
If required, click Clear to delete the contents.
Click Submit. The bank’s website is displayed.
Type User Name and Password.
Funds Report
Funds Report enables to view various transactions executed by broker and client along with Bank details.
Generate online transfer of payment report
Click Links à TRANSFER FUNDS. The Transfer Fund-Funds Report window is displayed.
Click Funds Report in the left pane. The Funds Report page is displayed.
Select All, to view all details.
Select Date, to view date wise details.
Select From and To Date.
Select Status as either Success, Failure or All.
Click Submit. The details based on the selected criteria are displayed in the Fund Report page.
To view the Funds Report details in an Excel sheet, click the Excel sheet symbol ().
To print Funds Report details, click Print symbol ().
Fund Allocation
Fund Allocation will only work in case Member is maintaining the limits in All Exchange Combined for that particular client. Fund Allocation allows the client to withdraw funds and also to transfer funds from one product to another i.e Trading to IPO or Trading to Mutual Fund.
Click Funds Allocation in the left pane. The Transfer Fund-Fund Allocation window is displayed.
Select Allocate Funds, to allocate funds.
Select Move From.
Select Move To.
Type amount in Amount.
Select Withdraw Funds, to withdraw funds.
Select Withdraw From.
Type Amount.
Click Submit.
Click Refresh, to view most recent updated details.
Priority Settings
Priority Settings are provision for setting priority for fund checking at client end. Following option for priority setting are
given at the client end:
Trading
MF
IPO
Priority set for fund checking for transaction will be used for fund withdraw request also. In case fund withdraw request
for a particular product is more than the available balance for the product then system will check for funds available in
other products based on the priority set by the client.
Click Links à Priority Settings. The Transfer Fund-Priority Settings window is displayed.
Click Move Up () and Move Down ()arrow against the required product.
FUNDS VIEW
Funds View displays the funds allotted for different segments.
Click Links à Funds View. The Reports-Funds View window is displayed.
Select Periodicity.
Click Get. The details based on the selected criteria are displayed in Reports-Funds View window.
To view Funds View details in an Excel sheet, click the Excel sheet symbol ().
To print Funds View details, click Print symbol ().