Index

Sr

No.

Contents Page No.

1 Login 1

2 Menu 18

3 Market Watch 19

4 Global Search 28

5 Default Scrip 31

6 Order Placement 32

7 Order Book 39

8 Upgrade or cancel Order 40

9 Net Position 41

10 Trade Book 43

11 Conversion 45

12 Activity Log 46

13 My Account 48

14 Logout 57

1

USER GUIDE

1.Login

Once the installation of Investmentz app is complete, you will need to create your login

credentials by completing the First Time Login .You would have received your client

code in an email from Investmentz.

1.1.First Time Login

Step 1: Click on First Time Login highlighted in the image below.

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Step 2: You will have to enter the UCC (unique client code) which you would have

received in an email from Investmentz.. After entering UCC you are required to enter

the registered mobile number on which you will receive a 6 digit OTP as shown in the

image below:

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Step 3 : Enter the 6 digit OTP which you have received on your registered mobile

number. The OTP will be valid for 3 minutes(180 seconds)

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Step 4 : Investmentz allow its users to create their own Login Id. A password needs to

be set by you, which should be 8-15 string Alphanumeric, you have to re-enter the

same password for confirmation. As you can see investmentz has a secure login for

which it follows 2 factor authentication. You have to enter a 4 digit M-Pin which will

be asked to you every time you login in Investmentz. Look at the image below:

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Step 5 : After entering the required fields a successful message will pop up as shown

in the image below:

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Step 6: After completing the First Time Login process, you can login to the

Investmentz App, where you have to enter the Login Id and password which was

created by you in First Time Login process and click on Login. Look at the image

below

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Step 7: As an authentication measure, you now have to enter the 4 digit M-Pin which

was created in First Time Login process and after entering the M-Pin in the required

field.

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1.2.Forgot Password?

If you’ve entered your password or M-pin incorrectly 3 times and you try logging

with the incorrect details for the 4th time, your account will be blocked. You can reset

your password by following the steps mentioned below:

Step 1 : Click on Forgot your password? shown in the image below:

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Step 2 : Enter the login id and the registered mobile number and click on arrow as

shown in the image below:

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Step 3 : You will receive 6 digit OTP on the Registered mobile number which you

need to enter in the given space.The OTP will be valid for 3 minutes (180 seconds).

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Step 4 : You can now create a new 8-15 string alphanumeric password. For

confirmation you have to re-enter the password

.

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Step 5 : A confirmation message will pop up on creating a new password successfully.

Look at the image below.

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1.3.Forgot M-pin?

If you have forgotten the 2 Factor Authentication M-Pin you will not be able to login.

You can reset your M-PIN by following the steps mentioned below:

Step 1 : Click on Forgot M-Pin? As shown in the image below.

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Step 2 : After clicking on forgot M-pin you will be asked to enter the Login id and

the Registered mobile number as shown in the image below :

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Step 3: You will receive 6 digit OTP on the Registered mobile number which you

need to enter in the given space. The OTP will be valid for 3 minutes (180 seconds).

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Step 4 : You can now create a new M-Pin. For confirmation you have to re-enter the

M-Pin.

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Step 5 : A confirmation message will pop up on creating a new M-Pin successfully.

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2.Menu :-

User will have access to all important links from the menu. By clicking on Holdings

you will get all information of your holdings. By clicking on activity log you will get

to know all the activities which you have performed that are buy, sell and modified.

By clicking on add funds you can add funds and BOI clients can lien and unlien their

stocks. By clicking on withdraw funds you can withdraw funds from your trading

account. By clicking on Report you will get access to all your reports.Refer the image

given below for the menu:

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3.Marketwatch

A market watch is the screen where you can add items from

stocks/commodities/F&O/currencies and track live prices of the same.You can use

these watchlists to monitor specific stocks that you are interested in, across different

sectors and industries. You can click on the scrips in the market watch to see other

details of a scrip instead of just Price and Percentage Change.

3.1.Add Scrips

You can create new watchlists and add scrips into them in the following manner:

Step 1 : To create a new watchlist, click on “Folder”.

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Step 2: Type the name of the Watchlist and click on Submit.

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Step 3: In the next page you will find Stocks and Currency

Click on one of them and write the name of the stock in the search bar. Select the

stocks you wish to add.

For example, to add the Tatacoffee scrip, click on Stock in the header panel. Type the

scrip name, then select the Tatacoffee scrip and click on add button.

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Step 4: Click on “+” to add new scrips in the existing watchlist.

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After adding the scrip to the watchlist the following pop up will be shown

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3.2.Delete Scrips

You can delete the watchlist by clicking the delete icon next to it.

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To delete the individual scrip from your watchlist swipe right shown in the image

below:

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3.3.Buy/Sell scrips from Watchlist

Click on the scrip in the watchlist to view the detail scrip page.

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You can buy/sell from this page by clicking Buy or Sell as shown in the image above.

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4 Global Search

Click on the search icon to search

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On Search page you can search for the Stock, indices

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When you swipe left you can directly buy or sell the scrip.

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5.Default scrip

Investmentz also have default scrips of Index,Stock and Currency from where they

can trade without adding the scrips to the watchlist.Refer to the images below:

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6.Order Placement

Clicking on the scrip, will lead you to the scrip detail window where you can select

the exchange in which you wish to buy and on clicking buy and sell button from this

window, you will be directed to the order placement page

This page gives you information about the Market Depth and Statistics of the Scrip.

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You can also buy and sell scrips from the trade book and net position

.

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By clicking on the arrow the user can buy/sell the scrip

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Order Placement Page

By clicking on the arrow form the trade page the user can go to the market depth of

the scrip.Click on the bell icon to go in the activity log

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Select Order Type

Limit (LMT) order

Place buy or sell order at a predetermined price

Market (MKT) order

Place an order to be bought or sold at the best available price

Stop loss and Stop loss (Market) order

Stop loss if placing a predetermined loss booking order at a trigger price.

Trigger -if using this type of order to enter a fresh buy above the current market price or sell

below the current market price when the trigger price is hit.

SL- if limit order to be sent when trigger is hit. SL-M if a market order to be sent when

trigger is hit. For guaranteed execution, always use SL-M.

Trigger price should not be greater than or equal to actual price for SL buy order

Trigger price should not be less than or equal to actual price for SL sell order

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Select Time in Force

Day – Day orders for orders to be valid till end of day (selected by default)

IOC (Immediate or cancel) – In IOC, all or part of the order are executed

immediately and the unfilled parts of the order are cancelled.

Put the quantity, price and disclosed quantity and then click on trade button. You will

get a order confirmation message. You can check your order status in the Alerts

Section.

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Order Created Confirmation Message

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7. Order Book

Order book shows pending orders.Access the order book by clicking on position

given in the footer

By clicking on the edit icon of the scrip the user can modify the Trade.

By clicking on the Icon the user can go to the order detail page.

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8. Cancel Order

Update or cancel pending orders can be done by clicking on particular order in the

order book.

The below screen appears where you can either update your order, by creating a

modification in any of the order fields, or cancel the order.

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9. Net Position

As we trade, it becomes essential for us to monitor our positions regularly.

With Investmentz this is a piece of cake. Just tap on Net Position and you will be

directed to a screen which shows you all your positions. View net positions by

clicking on “Position” icon on the footer panel .By clicking on the arrow the user can

got to the order detail screen.If the user wants to square off the position the user can

click on square off button.

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User have the option to filter the position as type of order and day.Refer the image

below:

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10. Trade Book

Trade book shows all your executed orders. View trade book by clicking on

“Position” icon on the footer panel.

By clicking on the arrow the user can see the trade details.

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The below image shows the buy/sell details of the scrip

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11.Conversion

From trade book the user will have to click on the details of the scrip and a popup will

be asked for conversion of the scrip.Refer to the image below:

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12. Activity Log

Access the Activity tab from any window by clicking on the icon on the top right

corner of the header panel. In Activity Log there are three sections – order, corporate

action and exchange message. Order tab shows order updates – completed, confirmed,

cancelled, rejected and modified. Corporate action and exchange message will give

you all the messages related to Corporate action and Exchange.

Click on the bell icon to go in the activity log

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13. My Account

My Account page gives information of your investments all transactions during the

statement period. For example, you can confirm how many shares are held in your

account.You will also see a summary of the income produced by each security.Your

account statement will also tell you the market value of securities you own – at the

beginning and end of the period covered. My Account gives us detail information of

fund available and utilized in trading account account.

Click on My Account from the Menu

Refer to the image below:

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13.1 Today’s Account Value

Today’s account value gives the information about buying power, shares

valuation,collateral value,intraday payin,FNO collateral value and Today’s holding

sell valuation.

1.Buying Power

Buying power shows the total cash available to the trading account. If the user will

transfer money from bank account to trading account today then it will reflect in

Intraday payin table and next day it will be added in the buying power if not

utilized.Cash present in ledger will be displayed in buying power.

2. Shares Valuation

Share valuation shows total value of the share available in the holdings as per

previous day’s closing price as per BSE.

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3.Collateral Value

Collateral Value is the market value of equity shares used as collateral to support a

loan or margin.

4.Intraday Payin

Intraday payin shows today’s transferred amount from bank account to Trading

account. For Example if a client transferred 1000 Rs. to his trading account then it

will be reflected in intraday payin.

5. FNO Collateral Value

Collateral Value is the market value of FNO share used as collateral to support a loan

or margin.

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13.2 Margin Available

This table gives the information of available and utilized MIS, CNC and FNOC

margin.

1. Carry Forward Limit CNC (Cash and Carry)

Carry forward limit CNC is the manual limit given by RMS Department. If the client is using

CNC to Buy/sell of shares then that shares can be carry forward. In carry forward limit CNC

Buying power and intraday limit will be included.

2. Margin Utilized CNC

Margin Utilized CNC shows the CNC margin utilized by the client on that particular day. This can

be also seen under “margin utilized details” tab.

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3. Margin Available CNC

Margin Available CNC shows available CNC( Cash and Carry) margin in trading

account

4. Intraday Limit

Intraday limit is the limit given by the RMS Department for intraday trading (MIS).

This limit is valid only for a particular day and at the end of the day share will be auto

squared off.

5. Margin Utilized MIS

Margin Utilized MIS shows the MIS margin utilized by the client on that particular

day.

6. Margin Available MIS (Margin Intraday Square Off)

Margin available MIS shows available MIS margin in trading account

7. FNO Collateral Value

Collateral Value is the market value of FNO shares used as collateral to support a loan

or margin.

8. Margin Utilized FNOC

Margin Utilized FNOC shows the FNOC margin utilized by the client on that

particular day.

9. Margin Available FNOC

Margin Available FNOC shows available FNO margin in trading account.

10. Today’s Realized P/L

Today’s realized profit/loss is profit of the closed position on that particular trading

day. Realized profit is usually already deposited into the trader's trading account, and

can be withdrawn from their trading account to a bank account. Realized profit/loss is

included in the account balance in trading account statements, and is often shown on

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trading software as a daily profit/loss that is reset to zero at the beginning of each

trading day After market close. if any position is standing that will come under

Today’s Realized P/L.

13.3 Today’s P/L

This table shows today’s realized and unrealized profit and loss.

1. Today’s Realized P/L-

Today’s realized profit/loss is profit/loss of the closed position on that particular day.

Realized profit/loss is usually already deposited into the trader's trading account, and

can be withdrawn from their trading account to a bank account. Realized profit/loss is

included in the account balance in trading account statements, and is often shown on

trading software as a daily profit/loss that is reset to zero at the beginning of each

trading day After market close if any position is standing that will come under

Today’s Realized P/L.

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2. Today’s Unrealized P/L

Unrealized profit/loss is profit/loss that comes from a currently active trade (i.e. a

trade that has not yet been exited). Unrealized profit/loss will change with each price

change, so it can be reduced to zero (or become an unrealized loss) at any time.

Unrealized profit/loss becomes realized profit/loss at the moment that a trade is

exited.

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13.4 Margin Utilized Detail

Margin Utilized detail gives the information about equity hair cut (MIS) 20%, Equity

CNC utilized, options premium, total margin,span margin, exposure margin, adhoc

margin 4% and today’s P/L.

1. Equity Hair Cut (MIS) 20%-

Equity hair cut shows the MIS margin utilized by the client in equity which will be

20 % of every order value.

Example- If product type is selected as MIS and value of equity 20 Rs. then only 4 Rs.

will deduct from available MIS margin.

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2. Equity CNC Utilized-

Equity CNC utilized is CNC margin utilized by the client in equity.

3. Option Premium-

It is the total value of option.

4. Total Margin-

It is the sum of span margin, exposure margin and adhoc margin.

5. Span Margin-

SPAN margin is an initial margin which is calculated on the basis of the risk and

volatility of the underlying. The SPAN margin for a particular security keeps

changing from time to time based on the volatility of the underlying. At end of every

trading day, brokers are required to collect margin payable against open positions

either on the buy side or on the sell side from its clients.

6. Exposure Margin

Exposure margin is the margin charged over and above the SPAN margin. The

exchange asks brokers to make certain security available to it in the form of cash,

bank guarantee or shares to safeguard against any default of payment against positions

taken on a particular day.

7. ADHOC Margin 4%

The Sebi-prescribed Adhoc margins are imposed on brokers with very large position

overall or in specific low price stocks which are illiquid.

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14. Logout

User can logout from the Menu or by pressing the back button of the mobile.Refer to

the images given below: