We offer the below products:

• Equity Cash
• Equity Futures & Options
• Currency Futures & Options
• Commodity Futures & Options
• Exchange Traded Funds (ETF’S)
• Mutual Funds
• Bonds

No, we don’t provide 3 in 1 account.

Yes, you can open both Trading and Demat account with us.

Yes, but only for derivatives trading we allow a standalone Trading account to be opened.

Rs. 300 inclusive of taxes.

We don’t charge any account opening charges for Demat account.

We don’t charge any AMC for trading account.

Yes, but for ease of operations, we encourage clients to have Demat account with the broker where they have trading account.

Yes, we are a registered member of NSE, BSE and MCX.

Yes, we are a depository participant.

We are linked with CDSL.

No, we provide a zero balance account.

No, you can deposit any amount as you need.

It is a legal document that allows one person/entity the right to act on behalf of another person/entity. The rights are subject to only those mentioned in POA.

POA serves for various purposes but below are the prominent ones:

• In order to execute a sell order on behalf of a client for any financial product (stock, mutual funds units, ETF’s etc.) deposited in clients Demat account.
• To pledge stock of clients which enables them to enter the position with negligible balance.
• To square off the order on behalf of a client in case of insufficient margin etc.

In-person-verification is a regulatory requirement by SEBI to verify the authenticity of an applicant before activating a Trading and/or Demat account.

It is conducted after receiving the account opening documents and before activating the account via (web camera/video call) or meeting in-person.

Tradejini Financial Services Pvt Ltd
Corporate office: Vasavi Square, 2nd Floor, No.75/757,
10th Main Road, Jayanagar, 4th Block,
Bengaluru, Karnataka 560011
Contact No: +91-80-40204020

No, client id’s are auto allocated.

You will receive the following intimations once your account is opened with us

• An email will be sent from help@tradejini.com with subject “Welcome Letter”. It will contain Back office login credentials, TPIN number and account opening submitted documents.
• An email will be sent from password@tradejini.com with the subject “Password Retrieval”. It will contain Trading platform login credentials.
• You will receive a welcome call from +91-80-40204020 for a demo of our trading platform and back office to help you get started.

A TPIN (Transaction PIN) is a 4 digit verification code provided to clients in order to place orders and reset the password overcall.

Please check the inbox of your registered email id for an email with subject “Welcome Letter” sent from help@tradejini.com.

Please call us at +91-80-40204020 or send an email to help@tradejini.com from your registered email address.

It is an alternate option for our clients to place orders. Here, the clients need to get in touch via call with Tradejini dealing desk at +91-80-26086600 and request executive to punch orders on his/her behalf.

Yes, please reach out to Tradejini dealing desk at +91-80-26086600 for an update on the status of your order.

No, we recommend our customers to call and trade since there will be a delay in placing orders received through email/messages.

It is a process of converting physical stock into electronic format.

The client has to fill, sign the Dematerialization Request Form (DRF) and courier it along with the Share certificate to our head office.

Please Note*

• The process takes approximately a month
• The cost of dematerializing each share certificate is Rs 25 + GST irrespective of any volume.

Yes, you can transfer your current Demat account holdings to your Tradejini Demat account.

• Steps to transfer your holdings to Tradejini Demat account:
  • Please procure a Client Master Report (CMR) from us, for which one can contact us via call at +91-80-40204020 OR submit a request at help@tradejini.com. Post procuring the report, submit it to the other broker from whom you intend to transfer the stock.
  • Please procure a Delivery Instruction Slip (DIS) from the other broker. Fill out and submit it to the same broker. (A DIS is a document instructing a broker to initiate transfer of shares from current Demat account to another Demat account).
  • The other broker on receiving CMR & DIS should transfer the stock to your Demat account associated with us.

• CMR includes:
  • Bank details
  • Client name
  • Date of birth
  • Depository Participant Client id
  • Depository Participant id
  • Email id
  • Mobile number
  • Nominee details
  • Permanent and communication address

• 300 + Stamp duty + GST for 1^st year.
• 300 + GST from 2^nd year.

An account will be activated within 24 hours after receiving account opening form along with the supporting documents.

Tradejini all segment account opening form is the only form which needs to be submitted along with the necessary supporting documents.

• Bank Account details.
• Proof of Identity (POI).
• Proof of Address (POA).
• 1 Passport size Photograph.
• Income proof (For Derivatives only).

Please Note: All documents submitted have to be self-attested.

PAN card, it is a mandatory document for opening an account.

• Aadhaar card (it is a mandatory document).
• Bank statements (Latest 3 months).
• Driving license.
• Electricity bill (Latest 3 months).
• Gas bill (Latest 3 months).
• In the case of government employee – ID card accepted.
• Insurance copy.
• Lease agreement.
• Passport.
• Proof in the name of spouse may be accepted.
• Ration card.
• Telephone bill (Landline-Latest 3 months).
• Voter id.
• Water bill (Latest 3 months).

• Bank statement.
• Canceled cheque leaf.
• Front page copy of Passbook.

Please Note: Any of the above-submitted documents should include the name of the bank, the name of the account holder, Account Number and IFSC code.

• Annual accounts.
• Recent 3 months Salary slips.
• Demat account holding statement.
• Bank account statement of last 6 months.
• Documents indicating ownership of assets.
• ITR (Income Tax Return) acknowledgment.
• Net worth certificate verified by a chartered accountant.

• Signatures should be according to the PAN card but if your current signature does not match with the signature on the PAN card then a Bank verification form, Driving license or Passport copy having the current signature has to be submitted as a proof.
• Please attest Passport size photograph in F-1 on P-2 and sign across the photo and form.
• Please Sign on all boxes numbered from F1 to F28 & do notice the vertical signature column of F16 on P-10.

Yes. It is mandatory to self-attest all the submitted documents.

When 2 or more individuals operate a Demat account then it is called Joint Demat account. There can be a max of 3 joint holders.

Yes, an individual can have multiple Joint Demat Accounts.

Please follow the below steps:

• The joint holder should sign the “Second Holder Column option” from F13 to F22 in Tradejini all segment account opening form.
• Self-attested PAN and Aadhaar card copies of each joint holder.
• CKYC form needs to be submitted for each joint holder. On the form:
  • Please affix a passport size photograph with the cross signature of the joint holder.
  • Joint holder should sign near or below the “ APPLICANT DECLARATION”

Rs. 2000+ GST for Trading account.

We don’t charge account opening charges for the Demat account.

We don’t charge any AMC for Trading account.

One-time lifetime fee of Rs. 2000 + GST.

It takes around 10-15 days post receiving the account opening form along with the necessary documents as we would have to apply and get approval for PIS.

• PIS (Portfolio Investment Scheme) is a scheme by Reserve Bank of India which allows NRIs and OCBs to trade in stock and convertible debentures of Indian companies on a recognized stock exchange by routing their transactions through NRI savings account from a designated bank branch.

• An NRI cannot hold more than one PIS account, each for repatriable and non-repatriable stock

YES Bank

Yes, an individual can open 1 PIS account under NRE and another PIS account under NRO.

NRI are allowed by SEBI to trade in

• Equity cash,
• Equity & Index FNO,
  So, NRI’s cannot trade in MCX and Currency FNO.

Please follow the below steps:

• Ensure that you don’t have any PIS account elsewhere. If so, you need to close the same and provide the closure confirmation.
• Initiate a PIS and Savings account with YES bank (sole banker through whom we work for NRI services) and obtain the PIS permission letter from RBI (YES bank will do the formality).

• Pan card
• Visa Copy
• Passport Copy
• Address Proof – Overseas and Indian (in case of Indian communication address)
• Identity Proof Copy (Pan Card, Driving license, Voter card, Overseas Citizen of India card).

Tradejini account opening form is the only form which needs to be submitted along with the necessary supporting documents

• Please tick NRI under head “Type Of Account” on P-8
• Signatures should be according to the PAN card but if your current signature does not match with the signature on the PAN card then a Bank verification form, Driving license or Passport copy with the current signature has to be submitted as a proof.
• Please attest Passport size photograph in F-1 on P-8 and sign across the photo and form.
• Please Sign on all boxes numbered from F1 to F28 & do notice the vertical signature column of F16 on P-10.

• Self-attested PAN Card copy.
• Overseas Address: Driving License / Foreign passport / Utility bills / Bank statement (not more than 2 months old) / Notarized copy of rent / Sale Deed.
• Document ensuring the status of NRI.
• In case of Indian passport:
  • A Valid passport.
  • Place of birth as India
  • Valid Visa – Work/Student/employment/resident permit etc.
• In case of foreign passport:
  • A valid passport and any of the following (Place of Birth as India in foreign passport or Copy of PIO / OCI Card as applicable in case of PIO/OCI)
  • PIS Permission Letter from the respective bank (we will collect it from Yes bank)
  • Proof of respective bank accounts & depository accounts (we will collect it from Yes bank)

Yes. It is mandatory to self-attest all the documents.

Through (Skype / Google Duo / Whatsapp video). As per SEBI norms your image along with PAN Card, Passport, and Address proof of overseas & domestic needs to be shown.

Please visit the link to know any scripts blocked for NRI’s.

Rs. 300 inclusive of taxes for Trading account.

We don’t charge any account opening charges for the Demat account.

We don’t charge any AMC for Trading account.

• 300 + Stamp duty + GST for 1^st year.
• 300 + GST from 2^nd year.

An account will be activated within 48 hours after receiving account opening form along with the supporting documents.

Clients need to submit the below forms to open an account:

• Non-Individual Account Opening form
• KYC Form
• HUF declaration
• FATCA declaration

• HUF deed.
• Karta address proof (attested by Karta)
• Karta PAN card & Aadhaar card (attested by Karta)
• Coparcener address proof (attested by Coparcener )
• Coparcener PAN Card & Aadhaar card (attested by Coparcener)
• HUF PAN card (attested by Karta only and affix HUF seal)
• HUF canceled cheque leaf (attested by Karta only and Affix HUF seal)
• HUF address proof for which please submit bank statement with current transaction (attested by Karta only and affix HUF seal)

• Aadhaar card.
• Bank statements (Latest 3 months).
• Driving license.
• Electricity bill (Latest 3 months).
• Gas bill (Latest 3 months).
• In case of government employee – ID card accepted.
• Insurance copy.
• Lease agreement.
• Passport.
• Proof in the name of spouse may be accepted.
• Ration card.
• Telephone bill (Landline-Latest 3 months).
• Voter ID.
• Water bill (Latest 3 months).

Rs. 300 inclusive of taxes for Trading account.

We don’t charge any account opening charges for Demat account.

We don’t charge any AMC for Trading account.

• 300 + Stamp duty + GST for 1^st year.
• 300 + GST from 2^nd year.

No, a partnership cannot have more than 1 Trading account with the same broker.

Yes, a partnership can have Demat account in the name of partnership firm.

An account will be activated within 72 hours after receiving account opening form along with the supporting documents.

• Non-Individual Account Opening form
• Partner authorization Form
• SEBI form
• FATCA form

• Partnership Deed.
• 2 photograph of each partner
• PAN card of Partnership Firm.
• PAN card of minimum 2 Partner.
• Address proof of minimum 2 Partner.
• Latest Income Tax return acknowledgment of Partnership Firm.
• Balance sheet copy of the last 2 financial years OR Net worth certificate of Partnership Firm.
• A canceled cheque of Partnership Firm bank account.
• Certificate of registration (for registered Partnership firms only).
• Address proof of Partnership Firm (Bank statement with the latest transaction).

• Aadhaar card.
• Bank statements (Latest 3 months).
• Driving license.
• Electricity bill (Latest 3 months).
• Gas bill (Latest 3 months).
• In case of government employee – ID card accepted.
• Insurance copy.
• Lease agreement.
• Passport
• Proof in the name of spouse may be accepted.
• Ration card.
• Telephone bill (Landline-Latest 3 months).
• Voter ID.
• Water bill (Latest 3 months).

Rs. 300 inclusive of taxes for Trading account.

We don’t charge any account opening charges for Demat account.

We don’t charge any AMC for Trading account.

• 300 + Stamp duty + GST for 1^st year.
• 300 + GST from 2^nd year.

No, a LLP (Limited Liability Partnership) cannot have more than 1 Trading account with the same broker.

An account will be activated within 72 hours after receiving account opening form along with the supporting documents.

• Non-Individual Account Opening form
• Partner authorization Form
• LLP Declaration
• LLP Agreement
• SEBI form
• FATCA form

• Registration certificate granted by the registrar of companies under the LLP Act, 2008.
• LLP Agreement
• PAN card of LLP
• Address proof of LLP
• PAN card of all partners
• Address proof of all partners
• Bank details of LLP (Cancelled cheque leaf with a preprinted name)
• Balance sheet copy of the last 2 financial years or Net worth certificate of LLP.
• Constitution Document
• Certificate of Incorporation

• Aadhaar card
• Bank statements (Latest 3 months).
• Driving license.
• Electricity bill (Latest 3 months).
• Gas bill (Latest 3 months).
• In case of government employee – ID card accepted.
• Insurance copy.
• Lease agreement.
• Passport
• Proof in the name of spouse may be accepted.
• Ration card.
• Telephone bill (Landline-Latest 3 months).
• Voter ID.
• Water bill (Latest 3 months).
 

No, a minor cannot open trading account since he/she is not allowed to trade until they cross the age of 18.

Yes, a minor can open a Demat account. But it needs to be duly signed by his Guardian.

The account opening charges will not come into consideration since a trading account cannot be opened.

We don’t charge any account opening charges for Demat account.

Since a trading account cannot be opened the annual maintenance cost will not come into consideration.

• 300 + Stamp duty + GST for 1^st year.
• 300 + GST from 2^nd year.

An account will be activated within 24 hours after receiving account opening form along with the supporting documents.

Tradejini all segment account opening form is the only form which needs to be submitted along with the necessary supporting documents

• Signatures should be according to the PAN card of the guardian but if the Guardians current signature does not match with the signature on the PAN card then a Bank verification form, Driving license or Passport copy having the current Guardians signature has to be submitted as a proof.
• Please attest Passport size photograph of the Minor in F-1 on P-2 and Guardian should sign across the photo and form.
• Guardian Sign on all boxes numbered from F1 to F28 & do notice the vertical signature column of F16 on P-10.

• Bank Account. If joint then NOC form from the other account holder.
• Proof of Identity (POI).
• Proof of Address (POA).
• Passport size Photograph.
  Please Note: All documents submitted have to be self-attested by a guardian.

• PAN card of the minor is a mandatory document for opening an account.

• Aadhaar card
• Bank statements (Latest 3 months).

• Bank statement.
• Canceled cheque leaf.
• Front page copy of Passbook.
  Please Note: Any of the above-submitted documents should include the name of the bank, the name of the account holder, Account Number and IFSC code)

Yes. It is mandatory to self-attest all the documents and please note the guardian needs to self-attest all supporting documents.

• Non-Individual Account Opening form
• Board Resolution form
• Shareholding Pattern / In case if any Shareholder is another corporate then Shareholding of that corporate is also
  required to identify the ultimate beneficiary
• List Of Directors
• FATCA form

• Non Individual account opening form:
  • Please Sign on all boxes numbered from F1 to F26 & do notice the vertical signature column of F14 on P-08.
  • Except for F26, all sign boxes from F1 to F25 are to be duly affixed with "FOR" seal
  • Sign of minimum 1 Coparcener on POA sheet (P-10)
  • After P17, on Annexure 1 page
  • Please affix a passport size photograph with cross signature.
  • Please sign and duly affix HUF seal in “Signature field”.

• KYC form:
  • Please affix a passport size photograph with cross signature
  • Sign near or below “ APPLICANT DECLARATION”.
  • NOTE: Separate SEBI form needs to be submitted by Karta and minimum 1 Coparcener.

• HUF Declaration form: it is a form from Karta and Coparcener which needs to be duly filled and signed with HUF seal. The below details are to be filled:
  • Name
  • Signature
  • Date Of Birth
  • Relationship with the Karta 
    If the Coparcener is a minor then,
    • Name of the minor
    • Father’s name
    • Date of Birth of the minor needs to be entered in “column 6”.

• FATCA form: it is a form from Karta which needs to be duly filled and signed with HUF seal on P2.

• PAN Card of Company
• GSTIN number (if any) with proof
• Canceled Cheque Leaf of Company
• Latest Income Tax return acknowledgment
• Copy of annual returns/balance sheets of the last 2 financial years.
• Board Resolution for investment in securities / Commodities market
• Address Proof of the company (Correspondence & Registered Office address)
• Address Proof of all (Directors / Authorized Signatories / Individual Promoters)
• PAN and Aadhaar card of all (Directors / Authorized Signatories / Individual Promoters)
• Copies of Memorandum and Articles of Association with Certificate of incorporation

• Aadhaar card
• Voter ID.
• Passport
• Ration card.
• Driving license.
• Insurance copy.
• Lease agreement.
• Gas bill (Latest 3 months).
• Water bill (Latest 3 months).
• Electricity bill (Latest 3 months).
• Bank statements (Latest 3 months).
• Telephone bill (Landline-Latest 3 months).
• Proof in the name of spouse may be accepted.
• In case of government employee – ID card accepted.

It is a digital book of accounts which reflects all your transactions with Tradejini.

Visit Login Page → enter “Client Id & Password” → click “Submit”.

Login to Back Office → select “Profile” tab → select “Change TPIN / Password” → enter “Current & New Password” → click “Submit”.

Prominent features are:

• Dashboard for a quick view of account status.
• Provides individual segment wise portfolio of your holdings
• Allows you to place a request for Pay-In & Pay-Out.
• Referral tab to refer and check referral earning.
• Generates various reports:
  • Ledger
  • P&L Report
  • Global Report
  • Contract Note
  • Trade Registry
  • Tax P&L Report

For more details please visit Back Office

Our Back office has 2 themes, one with Black background and another with white background.

The pie chart is a pictorial representation of the balance in your account (Cash and Non Cash balance with Tradejini).

It is the total value of stock transferred from Equity holding to Tradejini Beneficiary account. The stocks are transferred when a client’s ledger balance has a debit or negative balance. The stocks are blocked until the debit is cleared.

Margin Stock Value is the total value of stock provided by a client to the Broker as collateral to fulfill margin requirements while trading in derivatives.

Please login to Back Office → Select “portfolio” tab → Select “Cash” → Select “Details” → click “Submit”.

On submit, it will indicate all your holdings. The stocks can be pledged by clicking   which is found beside every script OR you can alternatively drop us an email help@tradejini.com.

Please Note* the charge for pledging each script will be 50+ GST.

There are 2 ways one can access contract note:

• Login to Back Office  → select “Reports” tab → click “Contract Note”.
• We will also send Contract Note to your registered Email ID from help@tradejini.com with the subject “Combined Contract Note” within 24 hours of your trade.

Yes, we do provide physical contract note on client request but courier charges will be charged @ Rs.50/- per contract note.

Pay-In/Pay-Out obligation in a contract note is a Net of total debits and credits based on trade price of all transactions for that particular day across exchanges.

Daily Margin statement represents the available Cash & Non Cash balance in your account along with Margin Collateral securities after hair-cut for the next Trading day.

NOTE*:  Unsettled credits are not considered but the debits are considered.

Login to Back-Office → Select “Reports” → Select “Trade Registry”.

The reports are available in 3 different styles:

• Date-wise detail
• Symbol-wise details
• Script-wise summary

The same can be downloaded in excel format by clicking on the download icon on the top right corner.

Login to Back-Office → Select “Reports” tab → Select “P&L”report → Select “Segment” → Click “Submit”.

Please Note* For Income tax filing we have a separate report known as “Tax P&L Report” which can be downloaded in Excel or PDF format by clicking on the download button on the top right corner.

It is a report which provides the complete 360' view of his transactions with Tradejini for the financial year – It can also act as a reconciliation statement to show where the money has been used or received.

Tax PNL provides an annual report of your gains/losses based on trade price. Charges are not included in the gains/losses but are separately provided within Tax PNL report.

Login to Back Office → Select “Circulars”tab. This TAB captures notifications and other related circulars from exchanges.

We have 2 Trading platforms. NEST & NSE NOW

Yes, both are available on Web, Desktop app & Mobile

• NEST
  • Exe based (Desktop application): Download
  • Website Login
  • Mobile: search for ‘TRADEJINI’ application in Google Play or App store.

• NSE NOW
  • Exe based (Desktop application): Download
  • Website NOW TOUCH
  • Mobile: Search for ‘NSE mobile Trading’ application in Play or App store (Black and White icon)

Yes, Charts are available on both Trading platforms in Desktop, Mobile, and Web.

We provide Line, Candle Stick, Comparison and Area Charts.

Yes, you can add multiple charts in a single screen and auto-hide the same.

Yes, we do provide technical analysis tools such as indicators, study-lines and scanners.

You can set alerts for

• Order status
• Index / Security price movement alert

• Mobile: Login to the application → click on “Bell” icon → click “Add Alert” → select the type of “Alert”.
• Exe (Desktop app): Login to the application → select “Tools” → set “Alert”.
  Please note* alerts will be notified only by email to your registered email address.

Yes, it is available on our website under Technology page in Trading Platform.

Yes, Our NEST TRADER also works on XP Windows. Please click here for downloading the software.

Yes, you can link market watch to Excel with real-time fluctuations and in order to do so, please right click on market watch à Select Link to Excel -> Copy all scripts -> Open an excel sheet with administrative rights -> Paste in excel sheet.

If you are finding any difficulties, please feel free to contact us on 080-4020-4020.

*NOTE: Microsoft Office needs to be activated.

Yes, 2 or more NEST/NOW Terminals can be installed in a single system but they have to be installed in different folders.

If you face any difficulty while installing then please reach us out via call at our helpdesk 080-4020-4020.

By default only 30 scripts can be added in a market watch. Post 30, if additional scripts are added then an error will pop up as “Subscription exceeds”. The below alternatives are there to add additional scripts:

1^st Way: Create a New Market Watch and add scripts in that market watch.

2^ndWay: Call us on 080-4020-4020 or drop an email to help@tradejini.com to increase the size of the market watch.

Yes, All Advance orders (bracket, cover, aftermarket, basket and spread order) are available in NEST Trader Exe.

No, However, you can download the PDF from the below links:

• NSE NOW.pdf
• TRADEJINI.pdf

A client cannot access NSE NOW software for the first time from mobile. He/she will have to first log-in via:

• Exe based (Desktop application): Download
• Web: Login
• Web: NOW TOUCH

Yes, you can place Bracket and Cover Order from our “Tradejini” mobile application.

You can add unlimited watch-lists with a max of 30 scripts in each.

Flash is a dynamic platform for finance geeks where the latest and most relevant news from the world of Business, Finance and Stock Market are available in a single frame. It’s a one-stop place which provides individuals a quick view of current happenings.

The news is updated every minute through various media sources.

Yes, it covers the latest and prominent news of all the top picks.

Margin calculator & brokerage calculator.

Tradejini Provides Leveraged margin on all Intraday (MIS) Trades for Cash and Derivatives positions. It can range anything between 10X to 30X of Contract value for Equity cash and 2X to 5X of the Exchange specified Margins for Derivatives.

Intraday trading margin leverage is a facility opted by traders to maximize usage of available funds for Intraday Trades.

Margin Amount / Exchange Specified Margin is the minimum amount required by an exchange to be maintained by a trader in order to enter a position. Margin Amount /Exchange Specified Margin is determined by the exchange for every derivatives script on a daily basis. Generally, the range is 08 to 15% of contract value.

Exchange specified margin for the below segments can be checked at the below links:

• Equity Cash
• Equity & Index FNO
• Currency FNO
• Commodity FNO

We don’t provide margins for Equity Delivery but we allow the customer to maintain only exchange specified margins for derivative carry forward positions.

Yes, we provide additional leverage for intraday positions. They are as follows:

• Equity Cash position we offer leverage on 200+ companies.
• Equity Derivatives we offer leverage on all scripts which have derivatives on them.
• Currency Derivatives we offer leverage on all currencies traded on NSE.
• Commodity Derivatives we offer leverage on all commodities.

Well, that depends on which product your trading. Please refer to the below scenarios to understand the requirements to convert an intraday position to Deliver or Carry Forward a contract

• Equity Cash:
  • Buy: Need to maintain 100% of the Purchase Amount
  • Short: Need to have stock in the Demat account - Cannot short a share otherwise for delivery.
• Equity, Currency & Commodity Futures: Need to maintain Exchange Specified Margin
• Equity, Currency & Commodity Options:
  • Buy: already paid the Total premium (Total Premium = Premium * Lot size) while buying so no need to maintain any amount.
  • Sell: Need to maintain Exchange Specified Margin.

Please Note*

• Equity Cash positions can be converted to CNC within 3.15 pm provided adequate margins are available in the ledger.
• Equity FNO & Index FNO(MIS positions) can be converted to NRML within 3:15 pm provided adequate margins are available in the ledger.
• Currency FNO (MIS positions) can be converted to NRML within 4:45 pm provided adequate margins are available in the ledger.
• Commodity FNO(MIS positions) can be converted to NRML within 11:15 pm provided adequate margins are available in the ledger.

Please access our blog on Margin Shortfall penalty

No, we don’t consider on spot cheque payments towards Margin / MTM shortfall. Only an online funds transfer is accepted to hold such positions.

Convert to delivery is applicable on Equity Cash intraday positions only. It is applicable when an Investor has entered a position with an intraday order but later on intends to take delivery which is settled on the T+2 basis.

Please Note*

• When a trader is long on Equity Cash then he/she needs to maintain 100% of the Purchase Amount in order to convert an intraday position.
• Need to have stock in the Demat account - Cannot short a share otherwise for more than a day.

Yes, you can buy stock in NSE and sell the same in BSE or vice-versa but to that, the stock has to be in your Demat account since the delivery of a sell position goes to the exchange separately and the delivery of the buy position will be received from the exchange separately.

Example:

• Intraday scenario: If you have bought a stock today in NSE but intent to sell the same in BSE then you can’t sell since the stock does not exist in your Demat account. Stock are credited in your Demat Account only on T+2 day.
• Delivery scenario: If you have bought a share today in NSE and have held it until T+2 day that is when the stock gets credited in your Demat account then you can sell the same share in BSE on T+3 day.

• A share is considered seller freeze when there are no buyers. So here you can’t sell your stock as no one is willing to buy them.
• A share is considered buyer freeze when there are no sellers. So here you can’t buy stock as no one is willing to sell them.

Trading in this segment is available only for the Cash Market Delivery segment.

Unlike in rolling settlement, scripts listed in Trade for Trade segment are settled on a trade for trade basis and no netting off of obligations is allowed. This means that scripts listed under this segment cannot be sold before they have been settled, which is on T+2. (NEED TO CHECK)

Stock under this segment is compulsorily settled by delivery.  Netting off is not allowed for any intraday trades.

BTST stands for “Buy Today & Sell Tomorrow” and as the name goes, it is applicable when an Investor buys the stock today which is T day and sells it the next day which is a T+1 day.

Please note*while selling this stock you actually don’t have it because the stock is deposited only on T+2 day. So here you are expecting the stock to be deposited in your account on T+2 day but in case the stocks are not deposited then it will lead to the auction.

(Circuit limit / Price band) is a price range specified by the exchange for a security or script. It consists of upper & lower price limits which form a range within which the security can move for a given day.

The daily circuit limit for a security differs from one another. Securities based on market capitalization, demand & volatility are distinguished in limits of 2%, 5%, 10% and 20%. And, it goes without saying that orders placed outside the circuit limit will be rejected since security cannot be traded out of its circuit limit.

Example: The price band for a security XYZ is set at 10%. The previous closing rate of XYZ was Rs. 100. So the Circuit limit will be Rs. 90 to Rs. 110. Here the orders can be placed only within this range.

Please drop in a mail containing company name and quantity of equity to be offered for the buyback to help@tradejini.com from your registered email address.

A buyback is considered similar to an order. If accepted, it implies the same charges as implied for an order, like (Brokerage, Service Tax, Transaction charges, STT, Stamp charges etc.) plus calls n trade charges.

Please Note*If a client’s account is inactive but intends to participate in a buyback then first the account needs to be reactivated and also funded with at least buy back charges.

Once Buy-Back of equity is accepted the funds are credited to your bank account linked with the Demat account. If you intend to receive funds in another bank account then please update the new bank account details with us before opting for Buy Back.

Please Note* under normal circumstances the funds will be credited to your bank account within 7 to 10 working days from the date of closure of buyback offer.

If Buy Back of equity is not accepted then the equity are credited back to your Demat account within 7 to 10 working days from the date of closure of buy back offer.

A Derivative contract is a future dated contract between two parties which derives its value or price from the underlying asset.

It is a product or base on which a contract has been made. So any asset or product having a derivative contract is considered the underlying of that contract.

Yes, derivatives are time bound and can be classified based on the underlying:

• Individual Stock and Index derivatives can be for a max period of 3 months,
• Currency derivatives are valid for 1 year and
• Commodity derivatives depend upon the underlying product you trade in, generally 3 months to 1 year.

• Equity and Index derivative expire on last Thursday of every month. If last Thursday is a holiday then it will expire on the previous Trading day.

Please Note: Bank Nifty in addition to monthly expiry has weekly expiry also which expires on every Thursday of a week.

• Currency derivatives expire on two working days prior to the last business day of every month at 12 noon.
• Commodity derivative depends upon the underlying product you trade in.

No, all derivatives are time bound and expire on their respective expiry date. But before the expiry of a derivative, a trader can roll over his current derivative position to the next available derivative.

There are 2 ways a customer can roll over his/her contract:

• Manual: Here the customer has to place 2 orders individually. First, he/she has to access the position book to square off the current position and place a new order on a new derivative to roll over his position. Since there is always a time difference between placing 2 different orders there is a risk of change in prices.
• Spread: This is the special type of order provided by the exchanges which combine 2 orders into one to seamlessly roll over one’s positions without worrying about the fluctuation in prices of the 2 contracts.

The cost of rolling over a position is ideally the difference between the 2 contracts in a manual roll over and in spread order, it is the price at which the spread order is executed.

Yes, traders can short sell all derivative contracts.

Mark to Market is a daily settlement process where the profit is credited or loss is debited based on exchange closing price of the day. It is done on a daily basis.

Premium is the value of the contract. It represents the current amount at which a contract can be bought or sold.

• A buyer pays the premium to the seller for having the privilege to exercise the contract on his/her choice within the contract period.
• A seller receives the premium from the buyer for having to fulfill the contract obligation till the expiry of the contract.

No, not all stocks have derivative contracts. The National Stock Exchange (NSE) has a criteria which stocks need to fulfill in order to enable derivatives on them. The number of eligible stocks are around 200 from 1500+ stocks listed on NSE.

Earlier, all open ‘In-the-money’ options contracts were automatically exercised and cash settled after end of Trading session on expiry day thereby attracting securities transaction tax (STT) of 0.125 per cent but now NSE has introduced a process wherein a broker can opt to instruct the exchange to “Do not exercise” close-to-the-money Option Contract wherein the applicable STT is more than the premium receivable on exchange exercise.

Accordingly, with a view to safeguarding clients from unwanted debits due to Excessive STT - we have opted for “Do not exercise” for all open option positions if the premium is less than STT. Other all option contract will automatically be exercised and cash settled as per the current process.

Any script trading in Futures N Options segment will have a Market wide position limit (which indicates the maximum open positions a script can have). The scripts will be banned only when the open interest (which indicates the total number of open contracts that a script currently has) reaches 95% of the Market wide position limit.

Once the scripts get banned, clients shall be allowed to trade in these contracts only to close their positions. Once the positions are decreased and the open interest comes down to 80% of the Market wide position limit then the trading shall resume for such contracts.

• Login to Nest Trader → under “Surveillance” tab → click “F&O Banned Symbol”. It is updated on a daily basis.
• Alternatively, you can download the FNO Banned Symbols list which is updated on a daily basis.

No, not more than 1 email id and mobile number can be registered to an account.

There are 3 convenient ways for changing your registered contact number

• Drop an email to helpdesk (help@tradejini.com) from your registered email address requesting for a change in your registered contact number.
• Login to Back-Office and submit your request in the “Profile” tab.
• Submit a hard copy of the modification form to our head- office.

There are 3 convenient ways for changing your registered email address.

• Drop an email to help@tradejini.com from your current registered email address and mention the new Email ID that needs to be registered for future Correspondence.
• Login to Back-Office and submit your request in the “Profile” tab.
• Submit a hard copy of the modification form to our head- office.

Submit a hard copy of the modification form to our head- office with any of the following proof:

• Bank statements (Latest 3 months).
• Driving license (Not expired).
• Electricity bill (Latest 3 months).
• Gas bill (Latest 3 months).
• In case of government employee – ID card accepted.
• Insurance copy.
• Lease agreement.
• Passport
• Proof in the name of spouse may be accepted.
• Ration card.
• Telephone bill (Landline-Latest 3 months).
• Voter ID.
• Water bill (Latest 3 months).

The Financial statements from the year 2016-17 or above can be downloaded from our Back-Office. For any financial statements below 2015-16 please drop an email to help@tradejini.com

Please submit duly signed hard copy of Nominee form with self-attested pan card of the nominee.

To add a secondary bank account, please drop an email to helpdesk (help@tradejini.com) with any of the following proof:

• Bank statement.
• Canceled cheque leaf.
• Passbook – Front page copy.

Please Note: Any of the documents submitted should specify the name of the bank, the name of the account holder along with MICR code or IFSC code of the Bank.

Primary account will be registered with both Tradejini (which is Trading account) and CDSL (which is Demat account) whereas, the secondary account will be registered only with us (which is Trading account only). So what are the implications?

Well, since the primary account is the one which is linked to the Demat account, it is the only account which will be credited when any dividends are paid out by a company.

Any account where there is no transaction or trade for the past 12 months is moved to a dormant status.

Yes, you can change your account status from dormant to active and in order to do the same, please drop an email to help@tradejini.com from your registered email address with the following details:

• Address
• Bank details
• Mobile no
• Email Id

Please Note* modification form along with documentary proof needs to be provided if there is a change in any of the above details.

There are 2 ways one can do it:

• Please login to NEST desktop version. Here a pop up appears indicating the segments activated for your account.
• Get in touch with us via call at +91-80-40204020 OR drop an email to help@tradejini.com from your registered email address.

Market order is a quick buy or sell order which gets executed at the current market price. Here the trader expects the current market price to be the buy/sell price.

This is an optional add-on protective feature to a Market Order. It allows a trader to set a price range within which the orders can get executed since trader is never sure of the buy / sell price in a market order.

Example

• Scenario 1: Suppose you place a buy market order for 1,000 stock at the current market price of Rs. 20. Let’s understand how the orders will be filled up:

So,  Average Buy price             =          Total Buy price / Quantity

=          21047.5                          /                               1000

=          21.0475

• Scenario 2: Suppose you place a buy market order for 1,000 stock at the current market price of Rs. 20 and place a Market-With-Protection @ 5%. So, here because of Market-With-Protection @ 5% of Rs. 20. The orders will stop getting executed after the price breaches Rs. 21 which is +5% of Rs. 20 [Rs. 20 + 1 (Rs. 20 * 0.05)]

Let’s understand how the orders will be filled up:

So here only 575 orders will be executed and the remaining 425 (1000 – 575) orders will be pending until the price comes at or below Rs. 21.

The limit order is a buy or sell order where the trader can specify the price at which he intends to buy or sell a script. Here the trader is aware of the price at which the order will get executed.

• Limit Buy Order = Here the trader intends to buy a script at or below the market rate.
• Limit Sell Order = Here the trader intends to sell a script at or above the market rate.

A stop-loss order is a buy or sell order, placed by a trader with the intention to limit his losses.

• Stop Loss Buy Order = Here the trader intends to buy a script at or above the market rate.
• Stop Loss Sell Order = Here the trader intends to sell a script at or below the market rate.

There are 2 types of Stop-Loss order:

• Stop-Loss limit order: The trader will enter both limit and trigger price. The intention of the trader is to activate the order using trigger price and execute it at or above the limit price.

Example: Mr. X has bought a share at Rs. 100. He intends to place a Stop-Loss Sell Limit Order. Here the trigger price is Rs. 96 and the limit order price is Rs. 95. The effect of this is that the order is activated as soon as the market prices reach the trigger price of Rs. 96 and will get executed if the market prices sustain at or above the limit price of Rs. 95.

• Stop-Loss Market Order: The trader can’t enter the limit price and will enter only the trigger price. Since there is no limit price, the order will get executed at the next available market price after it reaches the trigger price.

Example: Mr. X has bought a share at Rs. 100. He intends to place a Stop-Loss Market Order where the trigger price is Rs. 96. The effect of this is that as soon as the market price reaches Rs. 96 (trigger price) the order gets executed at the next available market price.

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It is an order available only in equity segment between 9:00AM – 9:07AM. The order can be a Market / Limit order.  The concept of Pre-Market was initiated by NSE to reduce the volatility of the stock when the market opens.

It is an order available only in equity segment between 3:40 PM – 4:00 PM. Here traders can buy the stock at the closing price of the stock. The orders can be a Market / Limit order.

It is an optional add-on feature to a limit or market order. It is used by a trader when he/she intends to not disclose or indicate the complete quantity of an order. For any given order the minimum quantity which the client needs to disclose is 10% of the order.

Example: Suppose, Mr. X wants to buy 10,000 stock. If he intends to not disclose his order size to the market then he can set the disclosed quantity to 1, 000 which is 10% of 10, 000.

These orders state the system to keep the orders pending until the market price reaches the specified limit order price.

The various retention orders are:

• Day or End of Session Order: This is the most commonly used retention type. This is opted by a trader when he/she wants the pending order to remain active only till the day end. Post day end, the order will automatically be canceled out.
• Immediate or Cancel Order (IOC): This is opted by a Trader when he/she wants the order to either be immediately executed or canceled. So if the order is not filled immediately then it will be canceled.
• Cancel On Log-Out (COL): This is opted by a trader when he/she wants the pending order to remain active only till the login. So once the trader logouts of the trading software then the pending order is canceled.
• Good Till Cancel Order (GTC): This is opted by a trader when he/she wants the pending order to remain active until he/she manually cancels the order OR it gets executed when market price breaches the limit prices.
• Good Till Date Order (GTD): This order is available only in Commodity derivatives. This is opted by a trader when he/she wants the pending order to remain active only until a pre-determined date and on expiry of the day, the order is automatically canceled out.

Settlement cycle also referred to as settlement period refers to the duration of a trade settlement i.e. it is the period in which the buyer and seller of stock have to settle their obligation to each other. Buyer’s obligation is to make payment while the seller must deliver the sold stock.

Equity cash has a T+2 settlement cycle. So if you have bought stock today which is also called as (T-day or Trading day) it will get deposited in your Demat account only on T+2 days.

Please Note* In scenario 1, 2, and 4 the stocks are deposited/settled as expected on T+2 day but for scenario 3 the stocks are deposited/settled on T+3 day since there was a stock market holiday on either T+1 or T+2 day and as result the stock deposit/settlement got postponed to the next possible Trading day.

Settlement periods for:

• Equity, Currency and Commodity Derivatives: T+1 day
• Equity Cash Segment: T+2 days

It is a situation where an investor sells stock which he/she don’t have in the Demat account and is obliged to deliver those stock to the Exchange on settlement day (T+2 day). Since the investor does not have them it is considered short delivery.

The seller who results in short delivery is charged based on how the position is closed. There are 2 ways a position to be closed:

• Auction: First the exchange will try to close the position via auction where the seller is charged the difference between the auction settlement price and the original selling price plus auction penalty of 0.01%.
• Exchange: If it is unable to close the position via auction then the exchange will close out the position in spot market where the seller is charged the difference between the new settlement price and the original selling price.

In pursuance of SEBI’s circular,

• Clients who have traded in the month/quarter, a broker can retain only Rs. 10,000 in his / her account while the remaining balance above Rs. 10,000 will be subject to Pay-out at least once in every month/quarter.
• Clients who have NOT traded during the month/quarter the amount available in the ledger will be subject to Pay-out every month/quarter.

As a client, the Payout of funds provided as margin for Trading can be an inconvenience at times wherein

• You may see a potential opportunity in the market and only to your surprise, there are no funds in your Trading account.
• The cost involved in the transfer of funds (in and out of your Trading account).
• Time is taken for this transaction (24hrs)

In order to avoid this inconvenience, we suggest clients invest in NSE Listed Exchange traded fund 'Liquid Bees'. Here we do not charge any Brokerage and even STT is not applicable for the same.

As stated earlier, this is purely a voluntary decision from your end. It is an alternative to avoid every quarter payout of funds lying in your Trading account.

When a company issues its stock to the general public at large for the 1st time then it is called IPO. It is done in order to raise funds.

Objective of IPO

• Company: In order to raise funds (can be used for various purposes)
• Investors: To be a part of the growth of the Company hereby creating wealth

The price band is a price range fixed by the company with the help of the lead manager, consisting of upper & lower price limits within which prospective buyers can place their bid to buy a share.

The duration to apply in an IPO is fixed by the company, generally, the company keeps it active for 3 days.

There are 2 ways to apply.

• Offline:
  • Via Broker: Walk into your broker → Procure IPO form → Fill all the details and submit the form.
  • Via Bank: Visit BSE-IPO or NSE-IPO → Download the application → Fill all the details → Walk into your Banker HO and submit the form.
• Online:
  • Via Net Banking → Login and Select, the IPO → Fill minimal details and click submit.

Please Note*

• Post IPO submission, the application money will be blocked from your account until the allotment is announced, which is generally 7 trading days.
• If a stock is allotted to you then they will be credited to your Demat account OR if a stock is not allotted to you then the blocked money will be released.

Below are the details you will need to fill in the form:

• Depository Participant: Tradejini Financial Services Pvt Ltd.
• Type of Depository: CDSL
• Demat Account number: This is your 16 digit Demat account number which you can find in Back Office login under “DP” section.  Here 1^st 8 digit refers to the DP ID and next 8 digit is your Client ID

Yes, an IPO application can be withdrawn. If the withdrawal is made during the bidding period then bid request will be deleted and the funds will be unblocked.

• Brokerage
• STT/CTT
• Exchange Transaction Charges
• SEBI Charges
• GST
• Stamp duty

Security Transaction Tax (STT) is the tax levied by the Government when transacting on the securities market. It is levied based on the product traded.

Please Note* while trading in Commodities Market it is referred as Commodity Transaction Tax (CTT) and not Security Transaction Tax (STT).

Exchange Transaction charges are the amount charged by Exchanges and Clearing members on all trades. It’s levied by Exchange on the traded volume of the customer and is generally specified in terms of rupees per Crore of Turnover.

It is levied by SEBI @ Rs. 15 per crore for all trades on the traded volume of the customer in all segments.

Goods and Service tax (GST) is levied by the Government @ 18% on brokerage & Exchange Transaction charges which are classified as IGST, SGST and CGST.

• IGST: Integrated Goods & Services Tax (IGST) of 18% is applicable when there is an Inter-state transaction made i.e. the broker and client are from the different state.
• SGST & CGST: Here GST of 18% is divided between State Goods & Services Tax (SGST) @ 9% and Central Goods & Services Tax (CGST) @ 9% is applicable when there is an Intra-state transaction made i.e. the broker and client are from the same state.

Since Tradejini is located in Karnataka, IGST is applicable for clients located in other states than Karnataka whereas SGST and CGST are applicable for clients located in Karnataka.

AMC is charged only to Demat account holders and Yes AMC will be charged even if there are no transactions. The charge is once a year @ Rs. 300 + GST.

In case clients are unable to trade on their own due to various reasons including loss of internet connectivity etc., they can call Tradejini Dealing Desk to place orders on their behalf which is Call  N Trade,  In case of such orders, we charge a nominal fee of Rs. 20 + GST Per executed Order.

DP Charge is levied by a DP (Depository Participant) for a sell transaction only and is charged when you avail Demat account service to hold the stock or mutual funds purchased. The charge is Rs.14.5+ GST per script irrespective of the value.

It is charged at the month end because DP’s prefer to accumulate the charges for a month and charge it once at the month end.

It is a charge of Rs. 14.5 + GST by the Broker to a client when he/she sell a stock before it is credited to his/her Demat account.

Suppose you have bought stock today which is also called as the T-day (Trading day) but this stock takes T+2 days to credit to your Demat account and any sell order before the stock is credited to your Demat account it results in DP pool inter settlement charge as the stock need to be moved directly from the Pool account.

Example

Please Note* In scenario 1, 2, and 4 the stocks are deposited/settled as expected on T+2 day but for scenario 3 the stocks are deposited/settled on T+3 day since there was a stock market holiday on either T+1 or T+2 day and as result the stock deposit/settlement got postponed to the next possible Trading day.

State wise Stamp Duty charges

We have a very active and rewarding Referral Program wherein the client (referrer) who refers a new client (referee) will get 10% of the brokerage paid by the referee client for a lifetime. Click here for more info.

Login to Back Office  →  Go to Referrals

To check your referral earnings: Login to Back- Office → Select “Referral” tab → Select “My Wallet” → You can redeem the same by entering the requested amount in the field “My Wallet”.

Please note*the redemption can only be done if the available amount is equal to or greater than 2000/-

Referral payout will be processed the next business day excluding weekends & holidays.

Please click here.

When a client transfers funds from his/her registered bank account to Tradejini Trading account then it is considered as Pay-In. This transfer is done to conduct trades in the stock market.

The mode of processing Pay-In are:

• Atom Gateway (Via Trading software and back office).
• IMPS (Immediate payment service)
• UPI
• RTGS (Real-time gross settlement) / NEFT (National electronic fund transfer)
• CHEQUE

Fund Transfer Details

It depends on the mode of transfer. If Pay-In is done through:

• Atom Gateway- instantly the amount is updated.
• IMPS / UPI - within 20 minutes the amount is updated.
• NEFT / RTGS - within 2 to 3 hours the amount is updated.
• Cheques – any cheques received before 11:00 AM at our corporate office are credited to your account on the 3^rd business day

*Please note: non-CTS cheque will take around 6-15 working days.

• Login to Desktop Trading Platform → select “Secure URL’s” → select “Pay-In”.
• Login to Mobile Trading Platform → select “External Links” → select “Pay-In”.
• Login to Back Office → select “Pay-In” option.

IMPS, UPI & RTGS / NEFT facilities are provided by your bank. The below account details will be required to process the transfer:

• Account Name                 Tradejini Financial Services Private Limited
• Bank                                   HDFC
• Account Number            05230340002531
• IFSC Code                          HDFC0000523
• Account Type                  Current Account
• Branch                               Richmond Road Bangalore

Yes. Rs.9 + GST is charged per transfer irrespective of the amount of transfer.

No. Tradejini does not charge anything.

Yes, a charge of Rs.350/- including GST will be charged for the below conditions.

• Insufficient balance in the account.
• Stop-payment on cheque initiated by the client.

The Maximum limit for one transaction via Atom gateway is Rs. 15 lakhs and multiple transfers can be done in a day.

There is no limit from our side. Generally, the limit of transfer is imposed from the bank where your savings/current account is held.

No. you can Pay-In only through 24 banks which are registered under Atom gateway.

22 Banks are registered under Atom gateway.
01. Axis bank
02. Bank of Maharastra
03. Catholic Syrian bank
04. Deutsche bank
05. City union bank ltd
06. DCB bank
07. Dhanalaxmi bank
08. Federal bank
09. HDFC bank
10. ICICI bank
11. IDBI bank
12. Indian bank
13. Indusind bank
14. J&K bank
15. Kotak bank
16. KVB bank
17. Laxmi Vilas bank
18. Saraswat bank
19. SBI
20. South Indian bank
21. Tamilnadu Mercantile Bank
22. Yes bank

The transaction would not have gone through smoothly due to weak internet connectivity at your end or at the time of processing by the bank. In such cases if the bank provides a confirmed status to us, then the fund will be credited to your trading account, otherwise you need to contact your banker.

• Up to 5 banks accounts can be linked with the Trading account. A link between a bank and Trading account is for Pay-In & Pay-Out.
• Only 1 bank account can be linked with the Demat account. A link between bank and the Demat account is for Dividend Pay-Out. So any dividend declared by the company will be credited to the bank account linked with the Demat account.

No, Pay-In can be processed only through the registered bank account.

Pay-In cannot be accepted in form of CASH as per regulatory requirement.

There are 2 solutions in such a scenario

• Submit proof to add the un-registered bank account as a secondary bank account for your trading account. OR
• Submit a request for refund by sending a mail to help@tradejini.com from your registered email id with details of un-registered bank account (account no, IFSC Code, branch name, account holder name,) along with bank statement indicating the debit.

There is only 1 solution in such a scenario. Here, one can request for refund of the amount through an email to help@tradejini.com from your registered email id with all the details of bank account (account no, IFSC Code, branch name, account holder name,) and the debit statement.

When a client requests for transfer of funds from his/her Tradejini Trading account to his/her registered bank account then it is considered as Pay-Out. This transfer is done when a client requires funds for his personal use.

• Login to Back Office → select “Funds” tab → mention the “Required amount” → click “save”.
• Contact our customer support team at+91-80-40204020 or Send us an email to help@tradejini.com.
  Please note: All Payout requests are processed through online fund transfer only

Pay-Out placed on a calendar day will be processed next day morning excluding Saturday, Sunday and holidays.

You will receive an SMS confirmation once the amount is processed.

Login to Back Office → select “Funds” tab → select “Fund Transfer Details” → select “Pay-Out” → click “View”.

• To edit a pay-out request, please log in to Back Office → Select Funds TAB → Enter the new amount and click submit. This will update your payout request amount.
• To cancel a pay-out request, please log in to Back Office → Select Funds TAB → Enter '0' amount and click submit. This will cancel your payout request.

Alternatively please drop a mail to help@tradejini.com from your registered email id or call us at +91-80-40204020 to place, edit or cancel your payout request.

No, you can request a payout for the complete available funds.

Yes but only among those banks which you have linked to your Trading account.

No. There is no charge for Pay-Out.

No. Pay-Out cannot be processed in form of cash.

The below scenarios demonstrate the causes for the payout to get partially processed or rejected:

• Partial Pay-Out:
  Suppose at the start of the day your account Clear balance is Rs. 10,000 and the payout request is placed at 9:00 AM for Rs. 8,000. Later part of the day you take a position for which the margin required is Rs. 6,000. So the Margin amount of Rs. 6,000 will be blocked and remaining balance of Rs. 4,000 will only be eligible for Pay-Out which is processed on the next day.
• Rejected Pay-Out:
  Suppose at the start of the day your account balance is Rs. 10,000 and the payout request is placed at 9:00 AM for Rs. 8,000. Later part of the day you take a position for which the margin required is Rs. 10,000. So the Margin amount of Rs. 10,000 will be blocked and there will be zero remaining balance and as a result, the Pay-Out request will be rejected.

Please note* for simplicity sake we have assumed Zero MTM for the above scenarios which is highly rare.

Ledger Balance is the total available cash balance in your trading account.

Margin Blocked is the total value blocked as margin for FNO open positions.

Option Value is Total value of Options open positions.

Select "Forgot Password" button from Back Office Login page  → Fill security details such as Client Id and Email id.

DP Holding Value is the total value of equity holdings.

Ben-Holding value is the total value of stock transferred from Equity holding to Tradejini Beneficiary account. The stocks are transferred when a client’s ledger balance has a debit or negative balance. The stocks are blocked until the debit is cleared.

Login to Back Office → select “Reports” tab → select “Ledger” → select “With Margin” → click “Submit”.

Login to Back Office → select “Profile” tab → select “Details” → click “Submit”.
The page will segregate your holdings in each section.

Login to Back Office → select “DP” tab → select “DP Bill” → enter “Period” → click “Submit”.
We also send DP Bill at the start of a month for the previous month to your registered email Id.

Voucher date represents the date of entry for your transaction as posted in your ledger.
The effective date represents the date at which your transaction will be settled.

Login to Back Office → select “Funds” tab → mention the “Required amount” → click “Save”

Login to Back Office → select “Funds” tab → select “Fund Transfer Details” → select “Pay-Out” → click “View”

• To edit a pay-out request, please log in to Back Office → select “Funds” tab → enter new amount In “Request Amount” → click “Submit”. This will update the payout request amount.
• To cancel a pay-out request, please log in to Back Office → select “Funds” tab → Enter “0” In “Request Amount” → click “Submit”. This will delete the payout request.

Alternatively please drop an email to help@tradejini.com from your registered email id or call us at +91-80-40204020 to place, edit or cancel your payout request.

Login to Back Office  → select “Funds” tab → select “Funds Transfer Details” → select “Period” → choose “Pay-In / Pay-Out” → click “View”.

Login to Back Office  → select “Funds” tab → select “File Upload” → select “The File Type” → choose the “File” → click “Upload”.

Login to Back-Office → select “Profile”tab → click “Mobile Edit” under contact details.

Login to Back-Office → select “Profile”tab → click “Email Edit” under contact details.

Login to Back Office →select “Profile”tab → change “TPIN / Password” → select change “TPIN” → enter “Current & New TPIN” → click “Submit”.

Login to Back Office → select “Referral”tab → enter “Name, Mobile & Email”found under refer a friend tab → click “Save “.

Login to Back Office  → select “Referral” tab → under client list the status is updated.

Login to BackOffice → select “Referral” tab → select “My Wallet” → enter “Request Amount” → click “Submit”.

Please note*the redemption can only be done if the available amount is equal to or greater than 2000/-

Login to BackOffice → select “Referral” tab → select “My Wallet” → enter “From Date & To Date” → click “Submit”.

Login to Nest Trader → select “File” tab → select “Change Password” → enter “Old & New password”.

Login to Nest Trader → select “File” tab → select “Change Password” → select “Transaction Password” → enter “Old & New password”.

Login to Nest Trader → select “File” tab → select “Change 2FA Questions” → select and answer 5 questions.

Login to Nest Trader → select “Market” tab → select “Load Pre-Defined Market Watch”.

There are 2 ways to create a market watch / watch-lists:

• Login to Nest Trader → select “Market” tab → select “Market Watch Group Settings” → enter “Group Name” → click on “Add New” → add preferred scripts.
  OR
• Login to Nest Trader → click on ‘+’ icon → name it → add “Preferred Scripts” from the top bar.

We have 4 types of market watch / watch-lists:

• Single Screen
• Windows Cascade
• Tile Windows (Horizontally)
• Tile Windows (Vertically)

Login to Nest Trader → select the “Windows” tab → choose the type.

Login to Nest Trader → select “Market” tab → select “Market Watch Group Settings” → click “Import Group” / “Export Group” → select the file to be Imported / select the path where the file needs to be exported → click “Save”.

There are 2 ways to change the background color of the market-watch:

• Login to Nest Trader → right click on “Market Watch” → select “Customize” → select “Market Watch” → set your preferred background color → click “Apply” → click “Ok”.
• Login to Nest Trader → select the “Preferences” tab → click “User Settings” → select “Market Watch” → set your preferred background color → Click “Apply” → click “Ok”.

Login to Nest Trader → select “File” tab → select “Delete Script files”. Once done, log out and Re-login.

Login to Nest Trader → select the “Preferences” tab → select “User Settings” → select “Order” in category → select “Single Click To Place Order” Found Under Miscellaneous Head.

In Order book a trader can check the status (Pending / Rejected / Completed) of an order plus modify/cancel pending orders. Whereas in Trade book a trader can see details of executed orders only.

Login to Nest Trader → select the “Preferences” tab → check “Message Bar”.

Login to Nest Trader → select the “Preferences” tab → Check “Tool Bar”.

Login to Nest Trader → select “Tools” tab → select “Set Alert” → chose “Index / Security alert” → enter your preference → click “Set Alert”.

• To check an alert: Login to Nest Trader → select the “Tools” tab → click “Alert List” to check an alert.
• To modify an alert: Login to Nest Trader → select “Tools” tab → click “Alert List” → select “Alert” → click “Modify Alert” → enter your preference → click on “Set Alert”.

It is a calculator which is used to calculate the Greeks (Delta, Gamma, Theta, Vega & Rho) of an option. In Tradejini Nest Trader we have Black & Scholes Price Model and Cox-Ross-Rubinstein Binomial Model to calculate the Greeks.

There are 2 ways to access it:

• Login to Nest Trader → select an “Option Script” from market watch → press “Shift + O”.
• Login to Nest Trader → right-click an “Option Script” from market watch → select “Tools” → select “Options Calculator".

We have a total of 38 indicators in Nest Trader. Please find them below:

• % Price Oscillator
• % Volume Oscillator
• Accumulation/ Distribution
• Aroon Oscillator
• Aroon Up/Down
• Average Directional Index
• Average True Range
• Bollinger Band
• Bollinger Band Width
• Chaikin Money Flow
• Chaikin Oscillator
• Chaikin Volatility
• Close Location Value
• Commodity Channel Index
• Donchain Channel
• Donchain Channel Width
• Ease Of Movement
• Envelop
• Fast Stochastic
• MACD
• Mass Index
• Momentum
• Money Flow Index
• Moving Average
• Neg Volume Index
• On Balance Volume
• Parabolic Star
• Performance
• Pos Volume Index
• Price Volume Trend
• Rate of Change
• RSI
• Slow Stochastic
• StochRSI
• Support and Resistance
• TRIX
• Ultimate Oscillator
• William’s %R

It is a tool used by traders to view the market depth (Best Buy & Best sell) for a script in both NSE and BSE exchange on a single dialog bar.

There are 2 ways to view Dual Market Depth in Nest Trader:

• Login to Nest Trader → right click on a “Script” from market watch → select “Dual Depth”.
• Login to Nest Trader → select a “Script” from market watch → press the shortcut key “SHIFT + F6”.

There are 2 ways to view a script’s properties in Nest Trader:

• Login to Nest Trader → right click on a “Script” from market watch → select “Tools” → select “Scrip Properties”.
• Login to Nest Trader → select a “Script” from market watch → press the shortcut key “SHIFT + F7”.

There are 2 ways to place Basket Order in Nest Trader:

• Login to Nest Trader → select “Order and Trades” tab → select “Basket Order” → select “Normal Basket” → enter orders → click “Place”.
• Login to Nest Trader → press the shortcut key “CTRL + B” → enter orders → click “Place”.

There are 2 ways to place After Market Order in Nest Trader:

• Login to Nest Trader → select “Order and Trades” tab → select “After Market Order” → select either (Buy / Sell / Basket Order) → enter details → click “Submit”.

• Login to Nest Trader →
  • Select “Script” from market watch → press the shortcut key “CTRL + F1” for a buy AMO → enter details → click “Submit”.
  • Select “Script” from market watch → press the shortcut key “CTRL + F2” for a sell AMO → enter details → click “Submit”.
  • Press the shortcut key “ALT + SHIFT + O” for a Basket AMO → enter orders → click “Place”.

There are 2 ways to place a Bracket Order in Nest Trader:

• Login to Nest Trader → select “Order and Trades” tab → select “Bracket Order” → select either (Buy / Sell) order → enter details → click “Submit”.
• Login to Nest Trader → select “Script” from market watch → Press the shortcut key “SHIFT + F3” for a buy Bracket order → enter details → click “Submit”.
  Press the shortcut key “SHIFT + F4” for a sell Bracket order → enter details → click “Submit”.

There are 2 ways to place a Cover Order in Nest Trader:

• Login to Nest Trader → select “Order and Trades” tab → select “Cover Order” → select either (Buy / Sell) order → enter details → click “Submit”.
• Login to Nest Trader → select “Script” from market watch →
  • Press the shortcut key “SHIFT + F1” for a buy Cover Order → enter details → click “Submit”.
  • Press the shortcut key “SHIFT + F2” for a sell Cover Order → enter details → click “Submit”.

There are 2 ways to view a Derivatives chain for a script in Nest Trader:

• Login to Nest Trader → right click on a derivative script from market watch → select “Tools” → select “Derivatives Chain”.
• Login to Nest Trader → select a derivative script from market watch → press the shortcut key “CTRL + D”

There are 2 ways to view an Option chain in Nest Trader:

• Login to Nest Trader → right-click on an option script from market watch → select “Tools” → select “Option chain”.
• Login to Nest Trader → select an "Option Script” from market watch → press the shortcut key “CTRL + ALT + D”