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WELCOME TO
Anand RathiSecurities Internet
Broking
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Account Opening Process
Account Opening Charges:
Trade Xpress: Rs. 750/-Trade Xpro : Rs. 1250/-
Forms Should be completely filled alongwith necessary documents mentioned in thedocument checklist (Pg No 4-5) in the account opening form.
Document checklist (Pg No. 4-5) to be signed by ME compulsorily. Notarized POA should be along with the form.
Account Opening Turnover Time is 4-5 days after the form is received at HO.
Account Opening Kit comprises of CD, Welcome Letter & Manual which will be sentfrom HO to the client.
Once the account has been shifted from offline to online, it will not be shifted back toOFFLINE.
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Account opening Form consist of :
Account opening Form for BSE, NSE, with Normal and Supplementary ITORSagreements.
Depository Account Opening Form CDSL along with DP Agreement andTariff Structure.
Franked POA (Notarization of POA would be done at regional level.)
Region to deliver the filled form to the region for Notarization and submittingthe same to HO after Notarization.
Necessary Declarations
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Documentations and Proof:
CIS, along with Account opening form along with documents asbelow:Documents Require:
Address proof
Bank statements of last two monthsLandline telephone bills of last two months
Leave license agreementBank passbookPassport copy
License copy
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Identity proof
a) PAN CARD
b) DRIVING LICENSEc) PASSPORT XEROX
d) COMPANY ID CARD
BANK PROOF (mandate)
(Should be matched with the details mentioned in the application form.)Crossed cancel cheque , copy of cheque leaf containing the applicants name and
MICR no
Bank passbook Xerox
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Forms have to be completed in all respect and to be signed wherevermarked X or wherever client will put information manually andevery page of the member client agreements.
Every correction in the form should be accompanied with clientsignature.
The above documents should be self attested.
Initial Margin cheque to be collected from the client is minimum Rs.10000 and in favour of Anandrathi Securities Ltd in case of ex
and Rs 5000 in case of web client.
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The above documents along with the perfectly filled up Form shouldnotarized from the respective region .
Once the form is notarized the same should be dispatched along withthe CIS to HO.
BSE Webex to be uploaded for all the clients from the respectiveregions
Upon receiving the complete documents the account would be openedwithin 4 working days.
The Login id and password would be mailed to the clients on theirrespective e-mail address and confirmation mail would be sent to the
region.
For the web client , the login id and password would be sent throughalerts and for software client it would be sent through system
generated.
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FOR EXISTING CLIENTS:An existing client is the client who is already trading with us in offline mode.
Initial margin amount needs to be collected from the client with the CRF beforeexecuting the first trade. Initial margin to be collected in case of Web trading
platform is Rs.5, 000while in case of Software platform, the margin amount to becollected is Rs.1, 00,000.
Client should have CDSL DP ID.
If the client has not submitted the POA, then the client needs to submit the New
POA.
There are No Account opening charges for Existing client.
If any changes in Bank Address, then client need to fill up the AccountModification Form.
All the documents submitted by the client should be properly verified, the person
verifying the documents should affix the stamp of verified with original alongwith the signature.
The agreement with the client should not be more than six months old.
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Every correction in the form should be accompanied with client
signature.
Branches are supposed to ensure that their clients get morning reportson a regular basis.
Branches to ensure that clients are given proper demonstration for the
online trading platform at the time of account opening.
Branches are required to generate the Unique Client Code (UCC) forthe client introduced by them at the time of account opening.
UCC should be generated as per the prevailing standard of alphanumeric characters.Branches should also ensure that the UCC so generated is mentioned
correctly in the CIS sent to the Head Office.
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A BREIF ABOUT THE ACCOUNT OPENING PROCESS :
All the branches are supposed to generate the UCC only for the clients introduced bythem and then send the account opening forms to the Head Office.UCC for the clients introduced from the Head Office will be generated by the Head Office
only.After the forms sent from the branches have been received at the Head Office, the forms
and the documents enclosed with the account opening forms are verified and thensent for the Frankingprocess.
After the Frankingprocess is over, the forms along with the documents are sent for DPopening process. The turnaround time for this process is approximately two days.
As there is dual scrutiny done at dp level.The softcopy of the CIS is sent to the eback office team for back office mapping. The
turnaround time for this process is approximately one day.(there is possibility of thebank details mismatch on the same).
Client details should be uploaded in BSE webex. In cases of non receipt of the id , kindly
contact [email protected].
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The TAT for getting the NSE and NSE FNO rights is 1 day .
The intial margin cheque details should be mapped in the back office anddetails of the date of mapping should be mailed to [email protected].
Once the account is opened, an e-mail is sent to the client and branchesregarding clients password and login ID.
NOTE:If the forms have been received in evening, on any working day, it would besent for processing on the next day. If the forms are received in morning on
any working day, it would be sent for processing the same day.
The total turnaround time for the whole process of account opening is 4-5days on the receipt of the form in HO.
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Back office Auction details-
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In case of buying auction i.e shortage of shares from the
exchange, the client will gets the shares or the payout along
with the 20 % penalty being charged to the sellers .
Auction close out turnaround time would be Trading plus 5
days maximum.
In case of sell auction, the amount from the customers end is
debited plus the 20 % of the penalty amount.
In case the reason is non POA account i.e internal reason the ,
details an be checked in the below mention screen.
path : Management report - mis - new report delivery- demat
report- client search.
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Incase of the shortage from the exchange , the details can be viewed fromthe below mention screen. The close out would be held within T plus 5
days.
Path: Management Report mis-new report delivery- shortage report
client payin .
Settlement type would be N in case of NSE, BSE C or D.
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Beneficiary account (pool account) for NSE- 107913 and for BSE1197600.
In case of BTST the risk involved in auction had to bared by the client.Incase of the BTST the shares can be viewed in NEST-Holding BTST
Holdings. Please note that incase of BTST, the customer would be ableto view the shares however the same are lying in our pool or BO
account.
To check the holding in the Beneficiary account below is the screen.The holding is always taken DP holding plus BO holding .
Path Management report mis new report delivery statements-holding statements details.
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To check the ledger of all the segments.
All the branches need to check the auction details or the paying ofcustomer from the back office.
Incase of the Auction bill, close out details branches need to check thedetails of the customer from the below mention screen.
Path finance accounting- finance report- combined ledger .
Other report you would get to c the contract notes
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PAY-IN AND PAY-OUT PROCESS : All payments to the client or from the client are referred to as the Pay-
in and Pay-out process.Anandrathi Securities Ltd. Provides the facility for online pay-in and
pay-out of funds as and when any debit or credit arises from thetransactions entered into by the client.
When a client transfers funds online, the same will get credited in the
clients account with us the same day. But in case the client istransferring funds through cheques, then the amount will get creditedin the clients account with us the day when the cheques gets cleared.
If in case the client has paid in the cheques, and it has not beenuploaded in the system, then also the client will get the margin amount
credited to his trading account the same day the cheque has beencleared
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Clients are advised to pay-in their cheques or to give a request for anycheque to be delivered to them, on any working day between 10am to3:30 pm to get quick margins for trading. In case of cheque pay-in, themargin will be credited to clients account as soon as the cheque gets
cleared. When a client requests for a cheque pay-out, the cheque will reach the
client in maximum four days from the date of request. Online Fund Transfer facility can be utilized for immediate Limits. The
customer would get the limits as soon as the fund is transferred onlinefrom their UTI/ICICI/HDFC bank accounts in Anand Rathi Ltd pool
account and back office entry of the funds.
NOTE: All branches are requested to guide their respective clients about the
pay-in and pay-out process of online fund transfer. For all the queries regarding the pay-in and pay-out process, please
contact the customer support department at [email protected] [email protected] or contact us at 1800-22-22-234 or 022-
32577205 or 022-32555951
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RMS
Exposure:
Trade Express: 4 Times (Cash)
1 Times (FnO)
Trade Xpro : 6 Times
1 Times (FnO)
Any RMS queries should be routed to
[email protected] Escalation to be marked to Mr. Mahesh Bang
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Anandrathi Securities Ltd.
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Login :
Go to Internet Explorer and logon to http://www.trade.anandrathi.com .Inorder toLogin the Trading Platform, use the Login ID and Password
sent to you [email protected] .
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Put in yourLogin
ID and Password
in the highlighted
place to logon to
the Trading
platform.
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CREATING MARKET WATCH :
The first time user will have to create a Market Watch forhim / her.
Click on Trade menu and select Market Watchoption. The page willdisplay options like Set MW, Add Scrip, Delete Scrip, etc.
Click on Set MW, a Pop- Up window will open. On the pop up
window, click on Create MW option. A window will appear andprompt you to put a name for the Market Watch to be created. Click onthe Create button.
Select the Exchange and Series in which you want to trade and clickon GO.
The new window will ask you to add scrips in the Market Watch. The
list of scrips is providedon the left hand side of the window. Selectthe scrips you wish to add and click on the ADD option. The scrip isaddedin the box on right hand side of the page.
Once you have selected scrips, click on Add to Market Watch buttoninorder to add these scrips in yourmarket watch.
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Encircledis the
Market Watchoption
under Trade menu.
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Encircled are the
options toSet Market Watch,
Add scrip and
Delete scrip.
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The Set Market Watch
Window will open when
you click on
Set Market Watchoption.
This window contains
options like
Market Watch Name,
Create Market Watch,Set Market Watch,
Delete Market Watch.
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Encircled are the
options to select the
Exchange and
the Series /
Settlement Type.
Select as per your
preference inorder
to add scrips and
click on go button.
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Once you have selected these
fields,go to the highlighted portion
and select a scrip. Then click onAdd or Remove button to
Add / Remove that scrip from the
selection. Finally click on
Add to Market Watch button.
Select the
Exchange and
Series from which
you want to add
scrips in the
Market Watch.
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Top Encircled part is
the place where you
canget the Drop Down
list OR select the next
encircledoptions if you
right click on theMarket Watchinorder
to Add/ Delete a scrip.
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Encircledis the
INDEX WATCHbutton. Click on
it inorder to
view the indices
window.
Encircledis the
REFRESH button. Click
onit inorder toget
updateddata onindices.
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Encircledis the place
where the Drop Down
list is available. Select
Buy Order from the
List.
The blue screen below
is Buy Order window.
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Encircledis the place
where Drop Down list
is available. Select
Sell Order option
from the list .
The red screen below isSell Order window.
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Margin (shortcut key F11):
To view margin, press F11 on your key board.
Net Position (shortcut key F11):
Inorder to view the Net Positions, use shortcut key F11 on your keyboard.
You can view net positions for the day by selecting the segment amongst
NSE, BSE and NSEFO. Otheroptionis view Intraday or Delivery Position,
this optionis available next to the exchange optionmentioned above.
To square off any position select a particular trade and click on Square Off.
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Encircledis the place where
drop down list is available.Select RMS Rep option
from the list.
The above highlighted window
is RMS Report window.
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Encircledis the place where
the drop down list is
available. Select Positionoption from the list.
The above highlighted
window is Position Report
window.
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Encircledis the
Research Reports
Option under
Research option.
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This Research page
appears when you click
on Research Reports.
Click on the researchfield for which you want
to see the reports.
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Encircledis the place where the drop down
list is available. Select Order Book
option from the list.
The black window above is Order window.
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Encircledis the place where the
drop down list is available.Select Trade Book option from
the list.
The black window above is
Trade Book window.
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Encircledis the place where
drop down list is available.Select RMS Rep option
from the list.
The above highlighted window
is RMS Report window.
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Click onBack Office
Reports
to view trade
related information.
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Put in your login ID,
passwordhere and
click on Enter Back
Office button.
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This is the Back
Office page which
appears when
you click on Enter
Back Office.
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Click on Management
Reports and then click onOffline Reports to view trade
relatedinformation.
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Click on the Exchange for
which you want to view the
information.
Once you click on theexchange, the Reports option
appears which contains a list of
information available.
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Once you click on
Reports option, this
drop down list appears.
Select Brokerage to
view the brokeragecharged to you for a
range ofdates / a
particularday.
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Put the date range
for which you want
to view the details in
the highlighted area
and then click on
Submit button.
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The above windowappears with the brokerage
details when you click on
Submit button.
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This is the Ledger page
that appears when you
click on
Exchangewise Ledger.
Put in your client code in
the highlighted area andthen click on OK.
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Click on the encircled area
to view Exchangewise ledger balances.
Click on the balance against an exchange
to view the detailed ledger balance in that
exchange.
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This is the Ledger
balance page which
displays all yourdebits
and credits for a
particular period
chosen by you. Click onany of the balances to
view the digital
Contract Note.
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This is the digital
Contract Note that
appears when you click
on any of the ledger
balances.
Click on Print Report
to print the Contract
Note.
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Encircledis
Pay In option under the
head Fund Transfer.
Click here to transfer
your funds online.
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Encircledis the place
where you can select
the Bank Name
and the Exchange.
Mention the amount infigures in the place
given and then click on
SUBMIT button.
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Encircledis the
place where you can
put your Customer ID
and IPIN / password
forinternet bankingand then click on
Login button.
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Encircledis the place
where you can select
your Bank accountdetails & then, click on
Continue button.
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Encircled are the
options to eithergo
Back or to Confirmthe details displayedin
the window. Click on
Confirm button to
complete the process.
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This window containing
the message
Transaction Successappears when you click on
Confirm button.
To close this window,
click on Close button.
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Encircledis the option where
you can select the type of
request made by you and
specify amount range aswell as date range for which
you wish to view the status.
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Encircledis the CHOOSE
button where you can click to
choose the date range for
which you wish to view thestatus and then click on GO
button.
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The new window
containing updated
status of your
requests now appearson the screen.
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Log Out:
Once you have performed all the functions and wish to logout of the Trading
Platform, click on the Log Off icon at the top right hand cornerof the web page.
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Encircledis theplace where
you can click to
Log Off from
the Trading
Platform.
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Software Demo
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Login
Double click on the NEST TRADER icon.
By default the login window appears on the screen oncethe NEST window opens up.
Put in your login ID and password to login. Select the
segments (NSE, BSE, NFO and NCDEX) in order to view
securities of the respective segments and click on Login
or press Enter.
Once you click on Login, a message Do you want toupdate scrips Info in Market Watch group from MRV?
appears on the screen if you have logged in for the first
time. Click on OK to proceed.
Once you click on OK, another message Do you
want to get Index Constituents from MRV for INDEX
BASKET? appears on the screen. Click on OK to
proceed.
If you have logged in successfully, a message User
Logged in Successfully appears on the screen. Click on
OK to login.
Creating Market Watch:
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Go to File menu and click on
Market Watch Group Settings or use the shortcut key
Ctrl. + G to create a market watch.
Once you click on the Market Watch Group Settings
option, the Group Settings window appears on the screen.
Put a name for the new Market Watch and click on
ADD New to create the Market Watch. The newly
created Market Watch appears on the left hand side of the
Group Settings window.
In order to add scrips in the new Market Watch, click onthe Market Watch name and select the Exchange under
Security option.
Select the Instrument Name, Symbol, Market Type
as NORMAL and click on ADD to add the scrip in the
new market watch.
Once the scrips have been added in the Market Watch,
click on Save Groups.
A message Save all groups appears on the screen as a
confirmation. Click on OK to save the Market watch
settings.
You can create as many Market Watches as you wish.
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To Place a Buy Order:
To place a Buy Order, select the scrip for which you
wish place an order and right click on it.
Select Buy Order Entry from the drop down list
or
use the shortcut keys F1 / + on your keyboard
or
go to Orders and Trades menu and click on Buy
Order Entry.
Select the Exchange, Order Type and Symbol of
the scrip for which you wish to place the order.
By default, price in the Buy Order Entry window will
be current market price of the scrip.
Once all the details have been filled, click on Submit
to place the order.
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To Place a Sell Order:
To place a Sell Order, select the scrip for which
you wish place an order and right click on it.
Select Sell Order Entry from the drop down menu
or
use the shortcut keys F2 / - on your keyboard
or
go to Orders and Trades menu and click on
Sell Order Entry.
Select the Exchange, Order Type and Symbol
of the scrip for which you wish to place the order.
By default, price in the Sell Order Entry window will
be current market price of the scrip.
Once all the details have been filled, click on
Submit to place the order.
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To Modify Orders Placed:
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y
Go to Orders and Trades menu, click on Order
Book option from the dropdown list
or
Use the shortcut key F3 to view Order
Book.
The Order Book window shows bifurcation of
Open Orders and Completed (Traded) Orders.
In order to modify an order, select the Order and click
on Modify.
If the selected order is a Buy order, then the Buy
Order window appears on the screen with the order
details.
Once the Order window opens up, change the
Quantity / Price of the order as per your preference
and click on Submit to place the modified order.
To view the modified order, click on Display. The
modified order would now appear in theOrder Book.
You can also cancel orders form the Order Book
window. To cancel a single order, select the order you
wish to cancel and click on Cancel.
To cancel all orders in the Order Book, click on
Cancel All.
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To Covert Positions:
Go to Orders and Trades menu and click
on Trade Book from the drop down list
or
use the shortcut key F8 to view
Traded Orders and Convert Positions.
Select the Trade which you wish to
convert and click on Position Converter.
If the selected order is a Delivery Order,
then the position shall be converted to Trading
Order and vice a versa.
Click on Display to view the Converted
Position.
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To View Limits Available:
Go to Surveillance menu, click on RMS Limits
and click on View Limits
or
use the shortcut keys (Ctrl. + Shift + V).
You can view limits available for all segmentsor
for particular Segments, Exchange and
Symbol.
Click on Refresh to get updated Limits.
Click on Settings to set the Appearance, Font etc.
as per your preference.
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To View Rejected Orders:
Go to Surveillance menu, click on RMS
Limits and click on
Rejected List
oruse the shortcut keys (Ctrl. + R).
Once you click on RMS Settings Violation
window appears on the screen.
This window shows all the Rejected Orders
for the day.
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To view Demat Holdings:
Go to Surveillance menu, click on
Holdings and click on View Holdings /Collateral Values
Or
use the shortcut keys (Alt. + F9).
Once you click on View Holdings / Collateral
Values, the View Holdings / Collateral window
appears on the screen.
Select the Symbol, Scrip Code and Scrip for
which you wish to view the holdings. Click on
Get Holdings to get updated holdings.
You can also view the Collateral available by
selecting CL / LT form the dropdown list
available under Collateral Type option.
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To Lock the Terminal:
In case you have to move away from the trading
terminal for sometime, you can lock the terminal by
the Lock Application facility.
In order to lock the Trading Terminal, go to
File menu and click on Lock Application
or
use the shortcut keys Ctrl. + W
Once you click on Lock Application, a messageAre you sure to Lock Nest Trader? appears on the
screen.
Click on Yes to lock the terminal.
To unlock the terminal, go to File menu and
click on Lock Application.
The Lock Application window asks your
authorization password, put your Login Password
and click on OK to unlock the terminal.
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To Logout:
Once you have performed all the functions and
wish to Exit from the application, go to File menuand click on Logout
or
use the shortcut key F10 / click on Logout icon
available above the Market Watch.
Once you click on Logout option, a message Do
you want to save the Market Group Settings before
quitting? appears on the screen.
Click on Yes to logout of the Trading Platform.
A message Application Exit Successfully, click on
OK to Exit the Trading Platform.
Note: To know more about the salient features ofNEST 3 software, please refer to the DEMO
presentation available on our website:
www.anandrathi.com
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FAQS for Internet trading
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What is online trading?
Generally, online trading refers to buying and selling securities via theInternet or other electronic means such as wireless access, touch-tone
telephones, and other new technologies.
With online trading, in most cases customers access a brokerage firm'sWeb Site through their regular Internet Service Provider. Once there,customers may consult information provided on the Web Site and log
into their accounts to place orders and monitor account activity.
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Is there still a brokerage firm involved or do I really bypass thebroker completely?
All trades involve a brokerage firm even if a stockbroker is not used tohelp with the trade. Although customers may enter orders for tradesvia the Internet, customers do not have direct access to the securitiesmarkets and therefore must use a brokerage firm in order to executetheir trades. Customers should also remember to do their homework
where their investments are concerned.
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Why should I trade on www.anandrathi.com?
Following reasons make you to trade with us.
User friendly.
Transparency in Dealing.
Personalized customer service. Brokerage rate is very competitive.
Instant Trade confirmation.
Complete protection against fraud and hacking.
128 bit super safe encryption SSL (Secured Socket Layer)
Complete password protection.
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What products do you offer?
Trade Xpress and Trade X-PRO
What is the 3-IN-1 concept?
Here we take care of your trade settlements to avoid any delays inpay in and payout. anandrathi.com allows you to integrate Trading
Account, your Bank account and Demat account under one roof.
What are the exchanges where anandrathi.com offers Internettrading facilities?
Anandrathi.com offers trading on both NSE (cash and FNO
segment) and BSE(Cash segment ). Very soon we will come livewith online commodities as well.
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Do you offer banking and DP facilities?
We are not a bank, and in that sense cannot offer any bankingservices. But what we have done is tied up with Internet enabledbanks like HDFC Bank, to offer you net transfer facility. We doprovide DP facilities of Central Depository Securities Limited
(CDSL). It is mandatory to open the designated accounts with us, toavoid any delays in pay in and pay out. We have tied up with HDFC
Bank,ICICI BANK, UTI to offer you net transfer facility.
If I already have a Demat/Bank account with other Bank orDepository?
To avail of the advantage offered by the integration of the brokerage,
Bank and the Demat account, all the three accounts will have to beopened with Navratna Capital and Securities Pvt Ltd and Anand RathiSecurities Pvt Ltd.
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Do I have to maintain any minimum balance in my Bank Account?
Yes, you need to maintain a minimum balance of Rs. 2500/-.
How do I get my user ID and password for the first time?
The trading password will be issued only on completion of allregistration formalities and a email containing details about your
trading id, login id and password will be sent you.
How safe is my user ID and password?
The password is generated by the system and sent to you such that noteven employees of Anand Rathi Group would know about it.
Password will be recorded in system in encrypted format. To ensurecomplete safety and privacy the user will be forced to change his
password the very first time he logs into the trading site.
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If Ive forgotten the password, what should I do?
You can always contact our customer service executive by Email oryou can click on forgot password link provided on the Anandrathi.comhome page to request us to reset the password.
What are the other charges?
Following is the table showing payment details.
Payment to HDFC Bank for New Account CreationRs. 2500/- infavour of HDFC Bank (Minimum balance required by the Hdfc
Bank)DepositsTo be paid as per the product requirement. (Margin,Delivery, Margin & Delivery)Note : The management reserves the right
to change these rates without any prior notice.
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If I already have a HDFC Bank account and a Demat account
with ARG, can I use these accounts for online investing?
Yes, you just need to tell us the account details and we shall linkup your existing accounts for online investing.
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Anandrathi Securities Ltd.
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ONLINE IPO
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Login :
Go to Internet Explorer and logon to http://www.trade.anandrathi.com .
Inorder toLogin the Trading Platform, use the Login ID and Passwordsent to you [email protected] .
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Put in yourLoginID and Password
in the highlighted
place to logon to
the Trading
platform.
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To Apply online for IPO
Go to Trades menu and click on IPO .
The Online IPO page IPO Anywhere will appear on the screen.
Put in your Login ID and Password to login in the IPO online system.
A page containing the terms and conditions of IPO online will appear,
click on I Agree button to continue.
Once you click on I Agree button, the online page appears on the
screen.
The new page contains options that will allow you to place orders for
IPOs, view the current status of orders, transfer funds, view information
related to IPOs and allotment details.
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Encircled are
the Trade andIPO options.
Click on IPO
to enter into the
Online IPO
page.
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This is the onlineIPO login page.
Put your login ID,
password and
click on Login
button to enter
the online IPOpage.
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Click on I Agree
button to proceed
to the online IPO
application page.
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Click on the encircled
Open IPOs option to
view the list of all openIPOs.
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Click on the encircled
IPO Order Book to view
all the IPO orders placed by
you.
Select the name of an IPO,
status type that you want toview and click on Go.
Clicking on To Excel
button to save the
information in Excel format.
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Click on Transfer Funds to
pay the subscription amount
for an IPO.
Encircledis the place where
you can select the
Bank Name and the
Exchange.
Mention the amount in figures
in the place given and then
click on SUBMIT button.
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Encircledis the
place where you can
put your Customer ID
and IPIN / password
forinternet bankingand then click on
Login button.
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Encircledis the place
where you can select
your Bank account
details & then, click on
Continue button.
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Encircled are the
options to eithergo
Back or to Confirm
the details displayedin
the window. Click on
Confirm button to
complete the process.
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When you click on
Confirm button, this
window containingthe message
Transaction Success
appears.
To close this window,
click on Close button.
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When you click on
Fund Transfer Summary,this page appears with
current status of all the fund
transfers made by you.
Click on Refresh button to
view fresh status / summary.
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Click on Funds Summary
to view the balance funds /
margin in your account.
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Click on
Client Information to
view the information
related to you. In case
there are any
discrepancies, please
contact us for the same.
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Click on
Allotment Details to
view the allotment status
of an IPO during a period
of time.Select all the relevant
information and then
click on Go to get the
Allotment details.
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Click on
IPO Transaction Log
To view the status details of
An IPO order placed by you
Over a period of time.
Click on To Excel to save
the information in Excel format.
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Click on Cut off Time
to view the time duration
for which an IPO is
open for application.
Queries
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Queries All queries should be marked to Customer Care.
Customer Care : Toll Free (1800-222-234)
E-mail id : [email protected] , [email protected].
Escalations :Prachee Hate [email protected]. 09322171437
Proposed Customer Support Cell
The department would consist of 3 teams which would work in sync with each other to resolve
queries at the earliest in the most efficient manner.
Team 1: This team would act as front office of the Customer Support Cell which would focus onlyon direct client (Internet) queries. The basic responsibility of this team would be to understand the
queries of the clients and provide quick solution. The team would interact with the concerned
department and provide solution to the customer.
Team 2: This team would act as front office of the Customer Support Cell which would focus only
on queries from Business Associates such as Franchisees, Sub brokers and branches. The roles
and responsibility of this team would be the same as TEAM 1.
Team 3: To begin with, this team would consist of 2-3 people. This team would disseminate
information/ circulars from the various divisions to the clients through TEAM 1 and TEAM 2 to
direct clients and franchisees/sub brokers respectively.
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Below mention officers are assigned for co-ordination.
BRANCH Name of Customer Service officer
Kolkata Kavita Bansode:022 40013604/022-32577205
Dehradoon 022-32555951
Orissa
JALGOAN
Bangalore
LUCKNOW
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HYDERABAD Rahul Bhatkar
Chandigarh 022 40013604/022-32577205
Uttrakhand 022-32555951
Nagpur
NASIK
AURANGABAD
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Thank you.