Dynami

Dynami:

Simply follow these steps in the Religare Dynami App:

Go to the Funds & Accounts section.
Select Add/Withdraw Funds.
Tap on Add Funds.
Choose the bank from which you want to transfer funds.

On Homepage, go to section My Account
Select Funds & Stocks > Add Funds (UPI/Net Banking)
Enter the amount and submit

The funds received from an unregistered bank account are put on hold. In order to utilize the credit, kindly provide the beneficiary name, account number, and IFSC code (Bank statement in PDF format) and initiate the refund process.. Once the details are received, the funds will be credited within 24 to 48 working hours into the source bank account.

The funds will reflect immediately after the successful transfer. Check the line item ‘Funds Transferred Today’ in the Funds View Report.

The margin is required on the exposure that a client takes in the Equity/ Derivative Segments and the applicable margin must be available upfront (before placing the order). At any given time, the total utilized margin across all the segments is calculated and considered as Margin requirement. The client must maintain the margin requirement, any shortfall will be considered as margin shortfall.

Shareholders holding the shares in their demat accounts on the record date are eligible for corporate actions such as entitlement of rights shares, bonus shares, stock splits, dividends, etc.

It typically takes around 15 days from the record date for bonus shares to get credited to the shareholder's demat account. However, this can vary depending on the Registrar and Share Transfer Agents (RTAs). Shareholders receive a notification from NSDL/CDSL when the bonus shares are credited to their demat account. The bonus shares are first credited under a temporary ISIN and are not immediately admitted to trading. It usually takes around 3-4 days for the shares to move from the temporary ISIN to the permanent ISIN after receiving approval for trading. The bonus shares will only appear after they are approved for trading.

It typically takes around 15 days from the record date for bonus shares to be credited to the shareholder's demat account, but this can vary depending on the Registrar and Share Transfer Agents (RTA). Shareholders receive a notification from NSDL/CDSL when the bonus shares are credited to their demat account. The bonus shares are first credited under a temporary ISIN and are not immediately admitted to trading. It usually takes around 3-4days for the shares to move from the temporary ISIN to the permanent ISIN after receiving approval for trading. The bonus shares will only appear on after being approved for trading.

The POA / DDPI enabled customers can apply for buyback of shares as below: -

Client can give their consent by accepting via a link being sent to client’s registered number and email id.
The shares must be on free status.
Demat / Trading account status must be Active.

REGULAR DEMAT ACCOUNT
1. NORMAL - Rs. 400. p.a.(Payable upfront on a monthly basis)
2. BANDHAN - NIL AMC on providing Refundable Interest free Security Deposit of Rs.3000/-
3. BIMA - NIL AMC with Non-refundable one time subscription fee of Rs.1999/- (Exclusive of Taxes)

Note: In case of corporate account, AMC (as per scheme selected above) plus applicable statutory charges (currently Rs.500/- AMC as charged by NSDL/CDSL) would be additionally levied.

BASIC SERVICE DEMAT ACCOUNT (BSDA)
1. Holding Value for Debt Securities up-to Rs.1 Lac & for other than Debt securities Rs.50000 – NIL AMC
2. Holding Value between Rs.1,00,001 to Rs.2 Lacs for Debt Securities & Rs.50001 to Rs.2 Lacs for other than Debt securities - Rs.100/- p.a AMC
3. Holding Value of Debt securities or other than Debt securities exceeds Rs.2 Lacs at any date, shall be charged as per Normal Scheme of Regular Demat Account.

REGULAR DEMAT ACCOUNT
1. NORMAL - Rs. 400. p.a.(Payable upfront on a monthly basis)
2. BANDHAN - NIL AMC on providing Refundable Interest free Security Deposit of Rs.3000/-
3. BIMA - NIL AMC with Non-refundable one time subscription fee of Rs.1999/- (Exclusive of Taxes)

Note: In case of corporate account, AMC (as per scheme selected above) plus applicable statutory charges (currently Rs.500/- AMC as charged by NSDL/CDSL) would be additionally levied.

BASIC SERVICE DEMAT ACCOUNT (BSDA)
1. Holding Value for Debt Securities up-to Rs.1 Lac & for other than Debt securities Rs.50000 – NIL AMC
2. Holding Value between Rs.1,00,001 to Rs.2 Lacs for Debt Securities & Rs.50001 to Rs.2 Lacs for other than Debt securities - Rs.100/- p.a AMC
3. Holding Value of Debt securities or other than Debt securities exceeds Rs.2 Lacs at any date, shall be charged as per Normal Scheme of Regular Demat Account.

Offline order charges: Rs.10 (Maximum Rs.50 per day/ per segment/ per exchange)
Physical communication: Rs.20 (maximum Rs.100 per day/ per segment/ per exchange) or as per product plan terms

The Delayed Payment Charges (DPC) are applied to the client’s non-MTF ledger if the client fails to clear the obligation by the settlement date. Obligations include debit balances arising from purchased securities, mark-to-market losses, margins, etc. Further the Interest is charged in the Margin Trading Facility (MTF) ledger of the client against the funded position or the MTF ledger debit balance, whichever is higher. Both DPC & Interest are calculated daily but are posted to the client ledger on monthly basis.

Dynami Always check if system’s time zone is in sync with chart timestamp. Also make sure the time zone of device is synced with IST.

Portal Always check if system’s time zone is in sync with chart timestamp. Also make sure the time zone of device is synced with IST. In case, the issue still persists, please email the error screen shot/screen recording to wecare@religareonline.com."

You can request for the CML to our email at wecare@religareonline.com from your registered email ID or you may speak with us on the Customer Care No.1860-25-88888.

Dynami:

Step 1 - Login into your Account

Step 2 - Click on Hamburger Menu

Step 3 - Go to Reports

Step 4 - Select Backoffice reports and get Contract Note.

Portal:

Step 1 - Login into your Account

Step 2 - Click on My Account

Step 3 - Go to Backoffice Report

Step 4 - Get your Contract Note.

The Registrar and Transfer Agents (RTA) appointed by companies are responsible for processing dividend payments. RBL does not receive any details about the dividend being credited to the shareholders. Shareholders who are eligible for the dividends but have not received them can contact the RTA. The details of the RTA of a company can be found on the website of NSE and BSE.

In order to qualify for dividends, shareholders must hold the stock in their demat account on the ex-date/ record date of the dividend issue. The stock purchase should be made at least one day before the ex-date/ record date to ensure delivery of the stocks into the demat account by the record date.

Dividends are a portion of the profits or reserves paid by the company to its shareholders. A shareholder must hold the stocks in their demat before the ex-date/record date to be eligible for a dividend.

Dynami

Step 1: Search the scrip

Step 2: Open the chart by pressing chart symbol at the upper right corner

Step 3: Press the buy or sell order

Step 4: Click place order & confirm

Portal

Step 1: Search the scrip

Step 2: Open the charts and click buy or sell

Step 3: Press place order & confirm

You can use multiple charts on your phone as well as web portal. You can use bar chart, candles, hollow candle, line chart, area chart, baseline chart & Heikin Ashi. The most popular one is candle stick chart.

Step-1 Search the scrip

Step-2 Click on the expand button

Step-3 Click on indicators (Fx) & apply accordingly

Yes, you can access the historical data by using our charting tools.

Dynami/Website

Step-1 Open the chart and check the price scale on the right-hand side of the chart

Step-2 Below it, you will find a settings icon (shaped like a sun)

Step-3 Click on settings icon Here menu with different options will appear.

Step-4 Click on ‘Regular’ to bring the price scale back to the default settings.

Dynami:

Step 1 - Go to Hamburger Menu

Step 2 - Click on Trading

Step 3 - Select Holdings

Web Portal:

Click on Stock View at the bottom of the home page.

Dynami:

Step 1 - Login into your Account

Step 2 - Click on Hamburger Menu

Step 3 - Click on Backoffice Reports

Step 4 - Select Demat Holdings & Apply

Step 5 - Click on Download Report

Web Portal:

Step 1 - Login into your Account

Step 2 - Click on My Account

Step 3 - Click on Backoffice Reports

Step 4 - Select Demat Holdings

Step 5 - Click on Download Report

Each Portfolio is updated on the morning of the next trading day.

Dynami:

Step 1 - Go to Hamburger Menu

Step 2 - Select Funds & Stocks

Step 3 - Click on Margin Pledge

Step 4 - Check Pledge status

Web Portal:

Step 1 - Click on Hamburger Menu

Step 2 - Go to My Account

Step 3 - Select Funds & Stocks

Step 4 - Click on Margin Pledge

Step 5 - Check Pledge status

The inactive Holding are the purchased stocks that are currently not tradable because the status is suspended, frozen or under a lock-in period by the Exchange.

When you apply for SGB (Sovereign Gold Bond) through offline or online mode, it is automatically show in your demat holdings after the date of Issuance. However, if you require a physical certificate, kindly follow these simple steps:

To get a copy of the certificate, send an email with your Demat details and your SGB holding details to RBI via email Id: sgb@rbi.org.in
The customers will be issued a Certificate of Holding on the date of issuance of the SGB.
Certificate of Holding can be collected from the issuing banks/ SHCIL offices/ Post Offices/ Designated Stock Exchanges/ Agents or obtained directly from RBI by email. Use the email address provided in the application form.

Dynami:

Step 1 - Go to Hamburger Menu

Step 2 - Click on Mutual Funds

Step 3 - Get MF Holding Reports

Web Portal:

Step 1 - Go to My Account

Step 2 - Click on Investment

Step 3 - Select Mutual Funds

Step 4 - Get MF Holding Reports

Capital Gains (Long Team/ Short Term/ Speculative) can be checked as mentioned below:

Dynami:

1. Log in to your account.
2. Go to Hamburger Menu.
3. Select Reports, followed by Back Office Reports.
4. Now click on Profit and Loss Report to check applicable capital gains.

Portal:

1. Log in to your account.
2. Go to My Account and select Back Office Reports.
3. Now click on Profit and Loss Statement.

A lump sum investment entails committing the entirety of available funds from an investor. For example, if an individual intends to invest all of their available capital into Mutual Funds or comparable investment vehicles, it would be classified as a lump sum investment.

If the order is submitted before the cut-off time, the units will be allotted according to the NAV of the day the order was placed and executed. However, if the order is placed after the cut-off time, the units will be allotted based on the NAV of the following working day, as the order execution occurs on the subsequent working day.

After the subscription process of a New Fund Offering (NFO) is successfully concluded, the Mutual Fund Company allocates Mutual Fund units to investors participating in the newly launched scheme. It is mandatory for Mutual Fund companies to complete this allocation within five days, following the closure of the subscription period.

He is the list of AMCs:

Aditya Birla Sun Life Asset Management Company
Axis Asset Management Company
Bank of India Asset Management Company
Baroda BNP Paribas Asset Management Company
Canara Robeco Asset Management Company
DSP Asset Management Company
Edelweiss Asset Management Company
Franklin Templeton India Asset Management Company
HDFC Asset Management Company
HSBC Asset Management Company
ICICI Prudential Asset Management Company
IDBI Asset Management Company
IDFC Asset Management Company
IIFL Asset Management Company
Invesco Asset Management Company
Kotak Mahindra Asset Management Company
LIC Asset Management Company
Mahindra Manulife Investment Management Private Limited
Mirae Asset Management Company
Motilal Oswal Asset Management Company
Nippon India Asset Management Company
Parag Parikh Financial Advisory Services Asset Management Company
PGIM India Asset Management Company
Quant Asset Management Company
Quantum Asset Management Company
SBI Asset Management Company
Samco Asset Management Company
Shriram Asset Management Company
Sundaram Asset Management Company
Tata Asset Management Company
UTI Asset Management Company
WhiteOak Asset Management Company

Dynami: Yes, you can modify/ withdraw/ delete/ cancel an IPO bid. Follow following steps:

Log in to your Account.
Go to Menu.
Select Public Offers.
Click on IPO, followed by Current and Track option on the particular IPO you want to modify, withdraw, delete or cancel.
Now proceed to cancel.

Web Portal: Yes, you can modify/ withdraw/ delete/ cancel an IPO bid. Follow following steps:

Login into your Account.
Click on My Account,
Select IPO under Investment category.
Click on Current , followed by Track option on the particular IPO.
Now click on Cancel.

Dynami:

Log in to your Account.
Go to Menu and select Public Offers.
Click on IPO, followed by Current and Track option on the particular IPO.
Click on Track Status.

Web Portal:

Log in to your Account.
Go to My Menu and select IPO under investment category.
Click on Current, followed by Track option on the particular IPO.
Now Track Status.

Dynami:

Step 1 - Click on Hamburger Menu

Step 2 - Go to Reports

Step 3 - Select Backoffice Reports

Step 4 - Now click on Ledger. Select financial year and fetch data to download the reports

Web Portal:

Step 1 - Go to My Account

Step 2 - Select Backoffice Reports

Step 3 - Click on Ledger. Search financial year and fetch data to download the reports.

Web Portal:

Step-1 Click on Profile icon at the upper right hand side.

Step-2 Click on Change Password.

Step-3 Enter current password, followed by new password and confirm it.

Step-4 Click on Submit button.

Step-5 Enter user id and new password to login.

OR

Step-1 Go to https://leap.religareonline.com/Leap/login and click on Forgot Password on login form.

Step-2 Enter registered email id and mobile number.

Step-3 Click on Submit button.

Step-4 Enter the OTP received on your registered mobile number & email id.

Step-5 Set new password & confirm.

Dynami

Step-1 Click on the side navigation at the upper left corner.

Step-2 Go to Profile Settings.

Step-3 Click on Password and Security.

Step-4 Select Change Password.

Step-5 Enter old password, followed by the new password and confirm it.

Step-6 Click on Save.

OR

Step-1 Open Dynami app & click on Forgot Password.

Step-2 Enter registered email id and mobile number.

Step-3 Click on Submit button.

Step-4 Enter the OTP received on your registered mobile number & email id.

Step-5 Set new password & confirm it.

Web Portal 2FA is a Two-Factor Authentication and sometimes also referred as two step authentication. In Web Portal, first factor authentication is completed as you fill in your User ID & password and the second factor authentication is OTP (one time password) that you receive on your registered email/ mobile number.

Dynami 2FA is a two-factor authentication and sometimes also referred as two step authentication. In Dynami app you have second factor options as OTP, Fingerprint or Face unlock feature.

Web Portal

Step-1 Open Leap app.

Step-2 Click forgot user id on login page.

Step-3 Enter your PAN Number & Dare Of Birth.

Step-4 Click on verify.

Dynami

Step-1 Open Dynami app.

Step-2 Click forgot user id on login page.

Step-3 Enter your PAN Number & Dare Of Birth.

Step-4 Click on Retrieve Id. Additionally, you can connect with customer support helpline at 18602588888 or email at wecare@religareonline.com from registered email id to get the details.

Web Portal Only one time password is available as 2FA Security for log in.

Dynami

Step-1 Click on side navigation at the upper left corner.

Step-2 Go to Profile Settings.

Step-3 Click on Password and Security.

Step-4 Choose Enable Fingerprint.

Step-5 Click on Set Fingerprint.

Step-6 Enter OTP received on your mobile number and email id.

Leap Portal Connect with the branch to update the mobile number or email id offline. Check the nearest branch here: https://www.religareonline.com/branch Or You can call on the helpline number 18602588888 for customer support.

Please refer to the attached SOC

Margin Pledge: Client with POA/ DDPI to Religare Broking Limited

Margin Pledge Creation: Rs 10/- per transaction
Margin Pledge Release (Religare Broking Limited Initiated): Rs 10/- per transaction
Margin Pledge Release (Client-Initiated) : Rs 20/- per transaction
Margin Pledge: Client without POA/ DDPI to Religare Broking Limited

Margin Pledge Creation: Rs 15/- per transaction.
Margin Pledge Release (Religare Broking Limited Initiated): Rs 15/- per transaction
Margin Pledge Release (Client-Initiated): Rs 30/- per transaction

An investor can request for unpledging of their holding to the trading member and the same is unpledged in case the holding is free. The pledged holding is unpledged if they are sold.

Dynami:

Login to Mobile app.
Go to Menu.
Select Funds and Stocks.
Next click on Margin Pledge and Select/ Unselect the shares & quantity you wish to pledge
Click on PLACE PLEDGE REQUEST tab and CONFIRM & SUBMIT.

Website:

Login and go to Dashboard
Under My Account, select Funds and Stocks
Here hover on Margin Pledge and Select or Unselect the shares & quantity you wish to pledge.
Next click on PLACE PLEDGE REQUEST tab and CONFIRM & SUBMIT the request.
Please note that, investors will be redirected to the NSDL website where the ISIN is selected and confirmed. An OTP will be received on the registered mobile/ email ID. Post entering the OTP Click on Submit. Once the pledge is approved by NSDL, trading limit will be provided against the pledged stock the same day, as long as it is approved during the trading hours.

Dynami:

In the Dynami app, follow the path: Menu > Funds and Stock > Margin Pledge > PLEDGE STATUS.

Website:

On Website, login and go to dashboard. Under My account> Funds and stocks > Margin pledge >PLEDGE STATUS

An Investor is required to clear the debit balance against the purchased securities. If the investor fails to do so, the purchased shares are transferred to the client demat account, followed by an automatic pledge in favour of CUSPA (Client Unpaid Securities Pledge Account). The Investor must clear the debit balance immediately. If the debit is not cleared on or before the fifth trading day after the settlement, the debit balance will be recovered by reducing the holdings, including those in CUSPA.

Margin Trading Facility (MTF) is a facility that allows an investor to purchase and hold shares for a long duration by paying only a margin. The trading member makes the full payment (100%) to the exchange on behalf of the investor for the purchased shares.

The interest rate is as per the agreed terms with the client.

An investor can hold the positions under MTF as long as the margin is maintained. However, when no trade is made in the last 90 days, all the open positions are settled.

The interest is levied from the day, MTF positions are created.

MTF Pledge is a mandatory process that ensures that the purchased securities are pledged in favour of the Trading Member, as they are the funded securities. To pledge the purchased securities, you are required to immediately accept the OTP sent by the depository (i.e. NSDL / CDSL).

The shares purchased under MTF may be squared off if there is a shortfall in Margin or if the OTP is not accepted by the investor against MTF purchase. In such circumstances, a squared off action will be initiated.

An SMS link for creating pledge request is generated for the buying trades of trading (T) day and an OTP is sent by NSDL accordingly.
The customer is required to accept the OTP against the purchased securities on T day or by settlement day before 12:00 p.m.

MTF pledge refers to the securities purchased by the client and funded by the Trading Member. In contract, Margin pledge involves securities that are pledged as collateral. Additionally, no additional trading limit is provided against the MTF pledged securities. On the other hand, Margin Pledge allows for an extension of trading limit to the client, subject to available free securities.

No, MTF Facility is applicable for trading in equity shares only.

Dynami:

Individual account holders can activate the MTF through following steps:-

Login on the Mobile App.
Click on user icon (on the top right side under menu option).
Select Edit profile and click on Buy and Pay Later (MTF) Activation.
Non-individual account holders are required to mark email from registered email id at wecarereligareonline.com to activate the MTF or pay later request.

MTF deactivation can be initiated by submitting written request at the nearest branch or by sending email to wecare@religare.com from the registered email of the client.

If your OFS bid is accepted and shares are allocated to you, the corresponding amount will be debited from your account at the end of the trading day. The shares will be credited to your account within the next two trading days (T+2). In case of oversubscription, the shares will be distributed on a pro-rata basis.

If you receive an OFS allotment, the funds will be debited from your account and the shares will be delivered to your demat account on the following trading day (T+1).

Visit the Religare Broking website and click on the account opening or registration link: https://www.religareonline.com/services/online-trading-account/ Fill out the online application form with your personal and KYC details

Fill your details like name, email ID, phone number, address & PAN card number.
Add your bank details such as account number, account type and IFSC code.
Upload documents like passport sized photo, address proof & identity proof
Verify your identity by e-signing through Aadhaar based OTP verification.
On successful verification your demat account will be activated. Once your trading account is opened, you will receive login credentials on your registered email ID and mobile number. Log in to your trading account dashboard. Place your first buy/sell order and start investing in stocks, derivatives, mutual funds etc.

The Religare trading & demat account will be opened within 24 hours after the KYC verification and accurate document submission.

You can place a Stop Loss order by following these steps:

Step 1: Visit the Overall Position on the Net Position section.

Step 2: Click on Square Off option for the position you wish to place a Stop Loss on.

Step 3: Select the Order Type as "SL" and fill the Price and Trigger Price.

Step 4: Click ‘Submit’ for placing your order.

Limit orders: Limit orders are used to buy or sell an instrument at a specific price. The advantage of a limit order is that the transaction happens (share is bought) at the desired price or better price. However, the order may not be fully executed if there aren’t enough matching counter orders at the specified price or quantity, leading to partial fulfillment.

Market orders: Market orders are used to buy or sell an instrument at the best available price. A buy market order purchases the share at the lowest available price, while a sell market order sells it at the highest available price. If there are counterparties, market orders are executed immediately when they reach the exchange. However, because the order is executed instantly, the share may be purchased at a higher price or sold at a lower price, due to price fluctuations.

Yes. An AMO or After-Market Order is designed for the after-market hours only. Individuals who are busy during market hours but still wish to participate can place AMO. You can plan your orders at your convenience and place them after the market closes.

A Disclosed Quantity order is a special type of order where only a part of the actual quantity you want to buy/sell is displayed to the market. The disclosed quantity needs to be specified and once the order is sent to the exchange, only this disclosed quantity is visible in the market depth to other traders.

You can convert your positions from Intraday to Carry Forward or vice versa by following below steps:

Step 1: Visit the Overall Position on the Net Position section.

Step 2: Click on ‘Pos. Convert’ option for the position you wish to convert.

Step 3: Enter Quantity you wish to convert.

Step 4: Click Submit for placing your order.

You can modify an order by following below steps:

Visit the Order Book and click on the Modify option.
This will reopen the order page for you to make changes.
Fill in the necessary information and submit the modification request.

You can place a Stop Loss order for existing position by following below steps:

Step 1: Go to Overall Position on the Net Position section.

Step 2: Click on Square Off option of the position you wish to place SL.

Step 3: Select the Order Type as SL and fill the Price and Trigger Price.

Step 4: Click on Submit for placing your order.

T2T stands for Trade-to-Trade. T2T is a segment where stocks can only be traded on a delivery basis. This means that when you buy T2T stocks, you pay the full amount for the stock and intraday trading is not allowed.

If you buy shares, you must take delivery of the shares in your demat account. -If you sell shares, you must deliver the shares. -Intraday or BTST trades are not allowed due to mandatory delivery requirement.

Yes, modification can be made by using "Modify" option in Order Book tab.

Your F&O order gets rejected if you do not have the required margin. The system calculates the margin as explained below:

For buying options (Long): the margin needed = premium amount + any other delivery margin charged before physical settlement.

For short options (Write) & for Futures contracts: the margin needed = Initial Margin + Exposure + Delivery margin charged during physical settlement + any additional margin charged by exchange. Besides, the order may also get rejected due to Risk Management checks such as thin liquidity contracts. Such contracts are blocked for trade, for client’s safety purpose.

If the segment is not enabled to the client or it is restricted for fresh or any trade, one would not be able to trade in BSE.

Dynami:

Log in to your account.
Go to Menu and select Trading option.
Select Orders & choose Executed to see the orders that are completed.

Web Portal:

Log in to your account
Go to Menu ribbon at the bottom of home page.
Select Orderbook and choose Executed to see the orders that are completed.

Dynami:

Log in to your account.
Go to Menu.
Click on trading and check today’s position under Positions.

Web Portal:

Log in to your account.
Go to Home page and hover to menu ribbon at the bottom.
Now select Net Position to check today’s position.

Your order could be pending because of any of the below mentioned situations:

1. You placed a limit order. In this situation the order remains open until the stock hits the desired quoted price. This could be why the order is appearing to be pending.

2. When the price of a scrip hits the upper or lower circuit limit as set by the exchange, the order will remain pending at that circuit price for that particular stock, i.e. either there were no buyers when you placed a sell order, or there were no sellers when you placed a buy order, and thus the placed order remained pending.

You can convert your positions from Intraday to Delivery by following these steps:

Step 1: Visit the ‘Overall Position’ on the ‘Net Position’ section.

Step 2: Click on "Pos. Convert" option of the position you wish to convert.

Step 3: Enter ‘Quantity’ you wish to convert.

Step 4: Click ‘Submit’ for placing your order.

All the orders are executed on a 'first come, first serve' basis by the queue system on the exchange. This means, if there are multiple orders at the same price, the person who placed their order first will get their order filled first. Thus, queuing of order can lead to pendency of order, despite the scrip LTP crossing the specified limit price.

Dynami:

Log in to your account.
Go to Menu.
Click on Trading and select Orders to check details.

Web Portal:

Log in to your account.
Go to menu ribbon at the bottom of Homepage.
Select Order book to check details.

Yes, you can modify a partially-traded order by following these steps:

Visit the Order Book and click on the Modify option.
Now order page will open for making the changes.
Fill in the necessary information and submit the modification request.

In Order Book tab, you can view/ check the order details.

1: Login to Dynami App with your login credentials.

2: Go to Menu.- select mutual funds.

3: Click on Transact under Mutual Funds in the main menu.

4: Fill in the required details e.g. select AMC name, select the scheme etc and proceed for payment.

1: Login to Dynami App with your login credentials.

2: Go to Menu.

3: Click on Transact under Mutual Funds in the main menu.

4: Click on reports, followed by OrderBook, and checkorder placed for SIP.

5: If you encounter difficulties viewing your order, clear the cache data on your mobile device. If the issue persists, please contact us at wecare@religare.com for assistance.

Some common order status for both SIP and lump sum investments are as below:

Pending: This status indicates that the order has been placed but has not yet been executed. It's in the queue, waiting for processing.

Processing: The order is being processed by the Mutual Fund company or the intermediary (investment platform). This status means that the transaction is in progress.

Executed: The order has been successfully processed, and the investment has been made. For SIP, this status indicates that the scheduled installment has been successfully deducted from your account and invested in the Mutual Fund. For lump sum investments, it means that the entire amount has been invested.

Rejected: The order has been declined or rejected by the Mutual Fund company or the intermediary. This could be due to various reasons such as insufficient funds, incorrect information provided or other issues.

Cancelled: The order has been canceled either by the investor before the order execution or by the Mutual Fund company or intermediary due to some specific reason.

Dynami:

Step 1 - Login into your Account

Step 2 - Click on Hamburger Menu

Step 3 - Select Reports

Step 4 - Go to Backoffice reports

Step 5 - Access Profit and Loss Report.

Web Portal:

Step 1 - Login into your Account

Step 2 - Go to My account

Step 3 - Select Back office reports

Step 4 - Click on Profit and Loss Statement

DDPI (Demat Debit and Pledge Instructions) is a document that allows a stockbroker to debit the securities from demat account upon their sale and deliver them to the exchange. This means once the DDPI is submitted, client is not required to enter the OTP to sell any shares which are on hold.

The RTA will put up the exact link on their website once the issue is live. The same goes for the banks which will support the issue. Alternatively, to apply for a rights issue, shareholders can use the Applications Supported by Blocked Amount (ASBA) process if their bank supports it.

Rights Entitlements (REs) are temporary demat securities that represent the shareholder’s eligibility to apply for the rights issue. Rights entitlements are offered to shareholders as a ratio to the number of securities held on the record date.

Segment activation is a process that allows investors to select different asset categories to invest in other exchanges. By activating the segments, you can choose different segments like equities, mutual funds, F&O, commodities and currency for trading in the app. Segment deactivation can be done by submitting a written request at the nearest branch, or logging in through back office or by sending email to Wecare help desk at wecare@religare.com through registered email.

If you initiate a transaction (buy or sell) prior to the specified cut-off time on a business day, you will receive the units in your account within two working days. Transactions initiated after 3:00 PM will be processed on the following business day. Please note the cut-off timing for different funds:

Equity, Hybrid and Debt Funds – 3:00 PM (Monday – Friday)
Liquid Funds – 1:30 PM (Monday – Friday)

If you happen to miss a payment for your SIP, there is no need for immediate concern. Your SIP request will be initiated again. However, if you miss two consecutive SIP payments, it could result in the termination of your SIP. It's important to be aware that your bank might impose charges for low balance incidence. It's advisable to stay informed about any associated fees with your linked bank.

No, you cannot modify SIP date or frequency for an existing SIP. To do the same you need to cancel the existing SIP and then place a new SIP order with the desired date and frequency.

You can expect a refund for a cancelled application with in one working day.

Auto square-off means system checks the open position under intraday/ margin product at pre-defined time and to close the position the square off order is placed after cancelling the pending order. The said order gets executed in the market and open position is squared off accordingly.

In order to further streamline the process of handling client securities and prevent misuse, SEBI has mandated brokers to open a Client Unpaid Securities Pledgee Account (CUSPA).

Equity trades are settled on T+1, where T refers to the trade day.
Brokers are required to credit securities to the buyer's account within 1 working day of the settlement day.
If the buyer fails to meet his fund obligation by the settlement day, the securities will be transferred to the buyer's demat account along with the creation of an auto-pledge in favour of Religare Client’s CUSPA Account.
If the client fulfills the fund obligation within 4 trading days from the pay-out day (T+1+3), the pledge will be released and the securities will be available as free balance in the client's demat account.
If the client fails to fulfill the fund obligation within 4 trading days from the pay-out day (T+1+3), the securities will be sold in the market on T+1+4 to recover debits or dues, including penalties, interest, DP charges, etc.

Consolidation of shares is a corporate action where a company reduces the number of outstanding shares by combining the shares and increasing the face value. Consolidation of shares is also known as reverse stock split. The company notifies the shareholders through email before the stock consolidation.

The split shares will be credited in 2 days.

A stock split is a corporate action where a company increases the number of shares by reducing the face value of the stock. Companies generally split shares to increase liquidity since the price of the stock reduces after the split. A split increases the number of shares by decreasing the face value, but the total value of the investment remains the same. The split shares will be credited in 2 days.

A stop loss order gets triggered when the stock price suddenly gaps below (or above) the stop price. When this happens, the order is executed at the next available price, even if the stock is trading sharply away from your stop loss level.

Yes, Stop-loss option is available on the trading page of scrips across all the three platform: Dynami, Leap and Leap Portal.

Yes! You can place two separate orders—SL and an Exit order. However, these orders will be treated as two distinct buy/sell orders. You must maintain a sufficient margin for both.

A market order inherently carries the risk of potential losses due to a freak trade, whereas a limit order ensures price execution at a specified level, eliminating the risk of a freak trade but without guaranteeing an order fill. However, by setting up a stop loss limit (SL) you can combine the advantages of both order types—protecting your price while improving the chances of execution, balancing both risk management and trade efficiency.

Yes, you can convert an open stop-loss order into a normal order by following these steps: -Visit the Order Book and click on the Modify button -This will reopen the order page, allowing you to make changes. -Modify the order type by selecting RL Market and submit the Place Order request.

Dynami:

Step 1 - Click on Hamburger Menu

Step 2 - Go to Reports

Step 3 - Select Backoffice reports

Step 4 - Check Trade history cash or trade history derivatives.

Web Portal:

Step 1 - Go to My Account

Step 2 - Select Backoffice report

Step 3 - Check Trade history cash or trade history derivatives.

Dynami:

Step 1 - Login into your Account

Step 2 - Click on Hamburger Menu

Step 3 - Select Reports

Step 4 - Go to Backoffice Reports

Step 5 - Select the financial year and fetch report to download

Web Portal:

Step 1 - Login into your account

Step 2 - Go to My account

Step 3 - Click on Backoffice reports

Step 4 - Select the financial year and fetch report to download

This feature is not available with us. GTT (Good Till Triggered) is a feature that allows users to place buy or sell orders of any stock at market or limit price. These orders are executed (triggered) only when the market price of the stock reaches the user desired price.

A Delivery Order refers to purchasing stocks and holding them in your demat account or selling stocks from your demat holdings.

Intraday trading refers to buying and selling stocks on the same trading day before the market closes.

After Market Order (AMO) is a order placed after regular trading hours and executed when the market opens the next trading day. AMOs are useful for traders who are unable to actively monitor the markets during regular trading hours.

A Limit Order allows you to buy or sell a stock at a specific price. The advantage of a limit order is that the share is bought at the desired price or better price. However, execution is not guaranteed as it depends on the availability at that price.

A market order is an order to buy or sell a stock at the market's current best available price. A market order typically ensures an execution, however it doesn't guarantee a specified price. Market orders are optimal when the primary goal is to execute the trade immediately.

Basket order is a functionality which allows you to place multiple orders simultaneously. Under this facility, you can place orders for multiple scrips all at once, in a single order. While creating a basket, you just create multiple orders for same or different securities and group them in a single order, making it easier to execute trades in bulk.

WEB:

Login to your account->Go to My Account-> Check Account Details->Click on Trading Account Details->Access Equity KYC Details Document(Downloadable) -> Here, you can check your signatures given at the time of account opening. Raise a request at wecare@religareonline.com to re-initiate the request with the correct signature

Name can be changed as per the defined regulatory guidelines. The client may visit the nearest branch and apply for the name change.

Dynami: A customer can add up to 20 Watchlists.

Portal: A customer can add up to 50 Watchlists.

You can create a new Watchlist by following below steps:

Web:

1. Go to My Watchlist option. login – MW

2. Click on + icon and create a new Watchlist.

Dynami:

Log in to your account.
Go to Menu and click on My Watchlists.
Here, add a new Watchlist.

You can rename a Watchlist by following below steps:

Web:

1. Go to My Watchlist.. login – MW

2. Click on + icon and create a new Watchlist.

3. Now navigate profile list and click on edit option.

4. Rename the Watchlist and click on Submit.

Dynami:

Log in to your Account.
Go to Menu.
Click on Watchlists, followed by My Watchlist.
Select & rename the Watchlist.

Dynami:

Go to Menu > Funds & Stocks > Add/Withdraw Funds > Withdraw Funds
Select the desired bank for the payout
Enter the payout amount and submit

Website:

On Homepage, go to My Account > Funds & Stocks > Fund Withdraw
Select the desired bank for the payout
Enter the payout amount and submit

For funds payout requests placed before 3:00 pm, funds are credited in the bank account by the evening the same day. However, if the request is placed after 3.00 p.m, the funds are credited the next working day.

The Payout request is always processed in full. However, if there is any open exposure or the requested amount is not fully releasable/free, the payout is processed partially, resulting in a lower than the requested amount.

You can check the listed documents on our website: Web: Go to Homepage → Visit My Account → Check Account Details →Click on Trading Account details → You can check/ download documents submitted for KYC details. Also, please note that Securities and Exchange Board of India (SEBI) has made it mandatory for stockbrokers to verify KYC documents before offering services. So, always make sure you upload the following documents online to open a demat account:

Proof of Identity: Aadhar Card, Passport, Voter ID, Driving License or PAN Card
Proof of Address: Aadhar Card, Passport, Voter ID, Driving License or Bank Account Statement
Bank Account Details: Canceled Cheque
Proof of Income: ITR Return, Recent Salary Slips, Form 16 or 6 Month Bank Statement. (In Case of derivatives)

Users ID, Client Code, Trading ID - are all same. User ID/Client Code/Trading ID can be checked either in the welcome email or from the below mentioned path: Leap/Dynami App: Go to Login Page -> Click on Forget User ID -> Enter Your PAN & D.O.B -> Verify to get the user ID

BO ID is Beneficiary Owner Identification Number. It is a 16-digit number combination of user DP ID (8 digits) and Client ID (8 digits) which is used to identify a unique demat account held with the depository (NSDL) through your Depository Participant (DP).

Such accounts are considered as “invalid KYC accounts” and both trading and demat account will be suspended till unique KYC credentials are updated.