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What is the user ID to log in to Tradejini’s trading platform – CubePlus?

To access CubePlus, your User ID is a unique identifier generated by Tradejini when you open an account with us.

It is specific to each account and cannot be changed. The User ID is a Alpha Numeric combination of Alphabets and numbers. For example, User ID could be TM1234 or AAE005. This system ensures that each account is distinctly identified and tracked. Please note that once assigned, the User ID cannot be changed in any given circumstance.

How can the mobile number or email ID be changed before activating a Tradejini account?

If you need to update your mobile number or email ID before your Tradejini account is activated, kindly reach out to us at help@tradejini.com to request for a cancellaton of the current application, and once it is successfully cancelled, you can proceed with a fresh EKYC process, providing the updated email ID and phone number.

How to verify the email ID and mobile number with CDSL to activate the demat account?

Verification of Email and Mobile for New Investors

When you open an equity investment account with Tradejini, your demat account is created through CDSL. Here’s what you need to know about the email and mobile verification process:

Verification Request:
CDSL, our trusted Depository, will independently verify your email and mobile number. They will send an email from “intimation@cdslindia.co.in” and an SMS to your registered contact details, requesting verification. This process typically takes up to 24 hours.

Email Verification:
The verification email will appear once you submit the application. OTP will be sent to your registered email address

SMS Verification:
You’ll receive an SMS like this:

“CDSL – To generate OTP to verify your email ID and mobile number for CDSL BOID 1207650000218945, please click on the following link

Verification Steps:
To initiate the verification process, you’ll need your PAN and demat account number (BO ID). You can find the BO ID in the email and SMS messages mentioned earlier.

Mobile Verification:
Click on the “Generate OTP On Mobile” button.
Wait for the OTP to be sent to you via SMS.
Enter this OTP on the CDSL page and click “OTP Submit.” You’ll receive a confirmation message, indicating the successful verification of your mobile number.

Email Verification:
Click the “Generate OTP On Email ID” button.
Check your email for an OTP sent from otp@cdslindia.co.in.
Enter this OTP in the designated field.
Click “OTP Submit.” You’ll see a confirmation message, confirming the successful verification of your email ID.

Completion and Account Activation:
Once you’ve successfully verified both your mobile and email, CDSL will activate your demat account within the next 24 hours.

It’s a straightforward process to ensure the security and accuracy of your contact information.

Does Tradejini offer demo accounts for paper trading?

Tradejini does not provide a demo account for paper trading.

Everything you need to know to get started with your Tradejini account

1. How long does it take to open an Tradejini account online?
It will take just 5 minutes to open an Tradejini account online.

2. How can I download the CubePlus App by Tradejini?
You can download the CubePlus App by Tradejini from Google Play Store or Apple App Store.
Alternatively, you can visit the link – https://cubeplus.tradejini.com to start trading and investing using the CubePlus Web Application.

3. Where can I find information about the charges at CubePlus?
To view all applicable charges while trading and investing on CubePlus, please visit our pricing page.

4. How does Tradejini assist new investors or traders?
Tradejini provides Jiniversity, one of the most extensive and comprehensive sources of educational material for stock market and financial knowledge available on the internet, and it’s open to everyone.

5. Can I make mutual fund investments through Tradejini?
Yes, you can make mutual fund investments through Tradejini. Currently, we are accepting all new investment and redemption requests offline. Please contact us at help@tradejini.com to get further details.

6. How can I contact Tradejini support?
For all inquiries related to Tradejini, its products, and its services, please reach out to our support team. You can also contact us by sending us an email to help@tradejini.com

7. Is it necessary to send physical documents to Tradejini after the account is opened?
No, there’s no need to send physical documents to Tradejini, as the account opening process is entirely conducted online.

8. Will Tradejini send any documents to my address?
No, Tradejini does not send any physical documents unless requested. We strongly recommend our clients to login to our backoffice and download the required reports. for more details connect with our support team. Read more on how to login to our Back Office “Sparc”.

9. Does Tradejini provide stock tips and advice?
Tradejini does not offer stock tips, money management services, or advisory services. If you receive any unsolicited advisory or stock tips via SMS, call, or email from someone claiming to be from Tradejini, please report the matter to us.

How to change the password for CubePlus?

Option 1: Change Password

• Mobile:To update your password on the CubePlus App, simply follow these steps:- Open the CubePlus App and tap on “More.”- Select “User ID” Icon and then navigate to “Settings.”- Finally, tap on “Change Password.”

• Desktop:For desktop users, the process is just as straightforward:- Log in to CubePlus and click on your user ID, then select “Settings.”- Find and click on “Change Password” next to the TOTP QR Code button.

Option 2: Forgot Password

• If you’ve forgotten your password, don’t worry. Follow these steps:

– During the CubePlus login, click on the “Forgot Password” option.

– Follow the on-screen instructions.

Remember: You’ll receive a one-time password on your registered email ID and mobile number. Log in using that, and since it’s a one-time password, the system will prompt you to set a new password of your choice. Just keep in mind that you can’t use your previous password as the new one.

Can Tradejini support be reached from an unregistered number?

At Tradejini, we encourage users to make calls using their registered phone numbers. This helps our support team quickly address inquiries and resolve issues for a smoother experience.

However, if you need to call from an unregistered number, a verification process is in place. When reaching out to our support team from an unregistered number, they will ask you specific questions, such as your user ID, Aadhaar number, PAN number, etc. Please note that if you’re calling to place an order, you’ll need to verify your TPIN number for Authentication.

This approach ensures that our support team can efficiently access your user details and provide prompt assistance when you contact us.

How to set up the CubePlus password?

After your Tradejini account is activated, you will receive an email from no-reply@tradejini.com with the subject line “Password Generated” This email will contain your User ID and a one-time-use password.

Here’s how to proceed:

Use the provided User ID and one-time password to sign up on either CubePlus App or www.cubeplus.tradejini.com on the web.

Once you’ve entered the password and clicked on “Submit,” the system will prompt you to change your password, as the initial password is meant for one-time use only.

Rules for creating new Password:
“Your password must contain at least one number, one each lower case and upper case character, one special character (!@#S&*) and minimum 8 digits long.”

You will receive an OTP on your registered mobile number.

Use this OTP to log in to your CubePlus account securely.

What details are collected when opening an account with Tradejini, and why are they collected? What details are collected when opening an account with Tradejini, and why are they collected?

In accordance with the SEBI circulars for depositories and Uniform KYC Rules, Tradejini is obligated to collect specific details during the account opening process. Additionally, depositories such as Tradejini are required to gather additional information when opening a demat account, as specified in the same SEBI circular. The following information is collected from the individual or entity during the sign-up process: Personal Information: Name Date of Birth Gender Nationality Marital Status Contact Information: Address Email Address Mobile Number Telephone Number (if applicable) Financial Information: Income details Occupation or business details Net worth and financial status Bank Account Information: Bank name Account number IFSC code Identifty Documents: PAN (Permanent Account Number) details KYC (Know Your Customer) documents Collecting these details ensures compliance with SEBI regulations and helps facilitate a secure, transparent and seamless account opening process.

Does Tradejini help clients learn how to invest and trade?

At Tradejini, we offer the following platform for free:

Jiniversity – It’s one of the most extensive and comprehensive sources of stock market and financial knowledge available on the internet. Best of all, it’s open to everyone. As of today, you can access Jiniversity for all your educational needs. Additionally, you can stay updated and learn from us by following Tradejini on all our social media platforms. We’re committed to consistently educating our audience.

Please click on the link below for visiting Jiniversity page:
https://Tradejini.com/media/jiniversity/

What is the policy regarding client passwords at Tradejini?

Trading system provides the following authentication mechanism:
– For encryption of passwords we use 128bit encryption key with a proprietary logic, also have an option of storing it with 128bit encryption key and AES Encryption method.
– The system requests an ID & Password for logging in.
– The password is encrypted before transmission.
– The password is stored in an encrypted format in the database.
– Change of password is mandatory for the first time user.
– Change password cannot be the same as of the last 3 password.
– User cannot login after THREE consecutive wrong passwords & the user can login only after resetting the password by the administrator.
– The password should be of minimum 8 characters & maximum 12 characters in length.
– The password will be checked against log-in ID. The login id & password cannot be the same.
– Space is not a valid character in the password.
– Password expires automatically after 14 trading days forcing the user to choose a new password.
– Password can be changed by the users at any time; the user will receive a pop up on the application when the password has expired and the user can update the password instantaneously.
-Your password must contain at least one number, one each lower case and upper case character, one special character (!@#S&*) and minimum 8 digits long.

Is there a mobile app for Tradejini Learning Platform?

Currently, Tradejini Learning Platform doesn’t have a mobile app, but it’s something we’re actively working on and is part of our roadmap for the future. Stay tuned for updates! .

How to stay updated on important circulars, market holidays and general updates?

Where to find Important circulars:

– Login to CubePlus click on “User ID” tab click on the “Account” tab and then on “Reports” / “Circular” tab to get all the important circulars.

To Check Market Holidays:

To find information about market holidays, simply click on “Trading Holidays.“

Where can an investor or trader learn about relevant charges?

To review charges at Tradejini, kindly follow the link where all the details of all charges charged by Tradejini have been provided transparently.

Can Tradejini combine all their apps into one universal Tradejini app?

We currently have one single trading app called CubePlus which provides all the necessary information under one roof. Whether it is 10 year detailed financial data, best in class option chain and option greeks, IPO subscription page, mutual fund and all other corporate information – at no additional subscription cost to the user. We are committed to providing the best experience to all our users while keeping the cost limited to the brokerage charged by us. This makes us the only platform to provide all the required data to aid in investing and trading decisions under roof with no additional cost.

What is Tradejini's brokerage calculator?

The brokerage calculator estimates the brokerage and taxes for a trade. It also shows the break-even points (BEP) and the expected net profit or loss. To access the brokerage calculator, simply click here.

Can orders be placed by calling Tradejini?

While we do not recommend call and trade, and actively promote DIY Investments using our easy to use platform CubePlus. In situations where you are unable to place orders bu yourself using the app, you can place orders by calling our support numbers during trading days. It’s worth mentioning that there is a nominal fee of Rs. 50+ GST for each executed order through our dealing desk. This fee also applies to Intraday (MIS) positions that are squared off by our RMS team as well.

Can clients visit Tradejini offices to trade?

Clients are advised not to visit Tradejini offices to place orders since we do not allow the same. We actively promote DIY Investments using our easy to use platform CubePlus. In situations where you are unable to place orders bu yourself using the app, you can place orders by calling our support numbers during trading days. It’s worth mentioning that there is a nominal fee of Rs. 50+ GST for each executed order through our dealing desk. This fee also applies to Intraday (MIS) positions that are squared off by our RMS team as well.

Where can we get Tradejini’s policy and procedures?

To read Tradejini policy and procedures, visit https://Tradejini.com/policies-procedures/

Does Tradejini call clients seeking personal, sensitive information or ask for funds to be transferred to a specific bank account?

At Tradejini, we will never call you to request personal or sensitive information, and we will never ask you to transfer money to a specific bank account. Please refrain from sharing sensitive account details, such as passwords, app codes, T-Pin codes, or personal information via email or phone calls, even if the person claims to represent Tradejini. Your financial security is our top priority.

If you ever encounter any suspicious activity, please don’t hesitate to contact our support team immediately via email at help@tradejini.com. Your financial safety is important to us.

Does Tradejini provide advisory services or stock tips?

At Tradejini, we differ from traditional brokers by not offering advisory services or stock tips. Our focus is on providing efficient trading services. If you ever receive an unsolicited advisory or stock tip claiming to be from Tradejini, please don’t hesitate to create a support ticket to report it.

Does Tradejini assign a relationship manager who provides advisory tips?

Unlike traditional brokers, Tradejini does not assign a dedicated relationship manager to each client. We focus on providing efficient trading services without offering advisory services through relationship managers. If you ever receive an unsolicited advisory or stock tip claiming to be from Tradejini, please create a support ticket to report it.

I’m new to Tradejini and I don’t know how to use CubePlus?

Once you receive your CubePlus login credentials, make sure to log in to the app. Upon your very first login to CubePlus, our automated system will provide a guided tour of the app. It’s important not to skip this tour. Pay close attention to all the features and the process of executing trades within CubePlus, as well as how to manage them effectively. If you ever need assistance or have questions, don’t hesitate to reach out to our support team. Our dedicated team members are ready to assist you via Google Meet, where they can explain anything you’d like to know about CubePlus.

Will Tradejini help me learn to invest and trade?

Tradejini is thrilled to share that we have an exciting educational platform called “Jiniversity” to empower traders and investors with valuable knowledge about the financial markets. This platform is a treasure trove of real-life examples and informative videos, making learning a breeze

How do I open an online Tradejini account?

1. Visit the EKYC Link for a lightning fast account opening process in case of Desktop/Laptop.
OR
2. Install CubePlus by Tradejini from Play store or App Store in case of Mobile. Look for “Don’t have an account? Let’s Sign Up” and click “Sign Up” which will navigate to 5 steps EKYC process. Follow the on-screen instructions and complete the e-sign.

To open an online account seamlessly, following are the pre-requisities :-
a) Your PAN should be linked to Aadhaar – Also keep the soft copy of your PAN Card ready in case the same is not linked to digilocker.
b) The mobile number is linked to your Aadhaar.
c) For upload of your signature, keep a scan copy of your signature ready.
d) Keep your bank account details such as bank account number and IFSC code handy OR your UPI ID which will provide us the details of your bank account. Read more about how to find your PhonePe UPI ID, how to find your Google Pay UPI ID.
e) An income proof is required for enabling client in F&O segment. (Bank statement for the last six months Or The latest salary slip Or ITR acknowledgement Or Form 16 issued by your employer Or Certificate of net worth Or Statement of demat holdings.). Read more on why Income Proof is necessary to be submitted .
f) Nominee details

What is In-Person Verification (IPV), and why is it required?

In-Person Verification (IPV) is the essential step to confirm that the person opening the account matches the documents provided. According to regulations, we complete the IPV process in the EKYC application –

Self-Verification:, You have the option to complete the IPV process on your own. When you are in the process of completing your EKYC application, you will come across an option for “Taking a Selfie” Click on it, and your camera will activate. You can then capture a clear image of yourself. Ensure that you remove any eyeglasses and that your face is clearly visible. After capturing the image, you can crop it as needed and then click on ‘submit.’ This is done to check the liveliness of the image and hence completion of the IPV requirement.

How long does it take to open an account, and where can the account opening status be tracked?

At Tradejini, we aim to get your account up and running swiftly. Your Tradejini account will typically be opened within 72 hours, provided your KYC is verified and the documents you’ve submitted are in order. Here’s how you can keep tabs on the account opening process:

KYC Verification: When you open a Tradejini account for the first time or decide to update your KYC details during the account opening process, the new/updated details need to be verified by the KYC Registration Agency (KRA), as per SEBI guidelines. The KRA verification process can take up to 72 hours, which may occasionally extend the account opening duration. Expediting this is not in our control and we solely depend on the differnt KRA’s to provide us an update on your application.

KRA Approval: Once the KRA approves your KYC information, your account will be opened within the next 12 hours, and you’ll receive your login credentials via email.

Issues with KYC: If, for any reason, the KRA doesn’t approve your KYC information, we’ll promptly send you an email explaining why and outlining the next steps and any necessary document if required.

Tracking Your Account Opening: You will get an email once your account is open saying “Welcome to Tradejini” with user ID and Password and if, for any reason, the account opening process takes longer than 72 working hours, don’t hesitate to create a support ticket – we’re here to assist you every step on the way.

Can a Tradejini account be opened online if the Aadhaar is not linked to a mobile number?

No, a Tradejini account cannot be opened online if the Aadhaar is not linked to a mobile number.

Linking Mobile with aadhaar is an online process and only to change mobile number you may need to visit the Aadhaar seva kendra. To find the closest Aadhaar Seva Kendra visit appointments.uidai.gov.in/(X(1)S.

How to link a bank account while opening a Tradejini account?

How to link a bank account while opening a Tradejini account?

At Tradejini, we’ve made it easy for you to link your bank account when opening your account. You can do it using either an UPI App, UPI ID, IFSC Code or with your bank account number.

Link using UPI app (Recommended and faster):

Just scan the QR code using your UPI app, and an automatic penny drop will be activated and your bank account details will be auto captured.

Link using UPI ID:

Enter your Virtual Payment Address (VPA) or UPI ID.
Accept the terms and conditions.
Click on “Verify UPI-ID.”
Click on “Continue.”
If the UPI ID validation fails, you’ll see an error message. In this case, you can validate your bank account using an alternative UPI ID or the IFSC code.

Link using IFSC:

Enter your bank’s IFSC code.
Select your bank’s Name (if available) from the drop-down menu.
Enter your bank account number.
Confirm your bank account number.
Click on “Continue.”

We’ll verify the IFSC and UPI ID with your bank records through a process known as a “penny drop .” This involves a small amount ( ₹1) being debited from your bank account to fetch your bank details.

If the penny drop verification fails or the score is unsatisfactory, don’t worry. You can upload a self attested bank proof in the next step. This proof can be one of the following: a personalized cancelled cheque leaf with your name printed on it, or a bank statement, or a bank passbook copy with your bank account number, bank logo, seal, MICR, and IFSC code clearly visible.

Notes:

Sometimes the Bank Name may not appear in the drop-down menu for a few reasons, like if you entered ‘zero’ instead of ‘O’ in the IFSC or vice versa, or if the IFSC is not valid. If the IFSC is not in our records, you can create a support ticket along with your bank proof, and we’ll update your bank details within 72 working hours. You can link your bank account once the IFSC is updated.

How can the camera be enabled for In Person Verification (IPV)?

How quickly can I expect to receive the OTP for mobile number verification, and what should I do if it takes longer than usual ?

You can typically expect to receive the OTP via SMS within 30 seconds. In case of any delays, you can proactively choose the ‘resend OTP’ option. Additionally, ensure a stable network connection to expedite the process.

If I encounter the message 'Mobile OTP Invalid Error,' what steps should I take to address this issue and successfully proceed with the account opening process?

The OTP sent to your registered mobile number is valid for 2 minutes. In case of non receipt of OTP or delay in inputting the OTP or incorrect OTP being entered, you may request for resending the OTP to complete the EKYC application.

If I encounter the message 'User already exists,' what steps should I take to address this issue and successfully proceed with the account opening process?

If you encounter the ‘User already exists’ message, implies that the number or Email ID or PAN Card or Aadhar Number used for registering has already been mapped to an existing registered user of Tradejini. We do not allow opening multiple individual accounts using the same phone number or email ID (both the details needs to be unique). You will be prompted with the trade code that has been mapped to the said mobile number post which you can proceed to login to your CubePlus Account. In case of a fresh application, we reccomend you to use a unique Indian Mobile number / Email ID to continue the EKYC Application.

If I encounter the message 'Invalid Number,' what steps should I take to address this issue?

In the event of an ‘Invalid Number’ message, please ensure that the provided number is a Indian Number and a 10-digit number. Verifying this detail should help address the issue and proceed with the EKYC process.

Can I use multiple devices to complete the EKYC process, or is it restricted to a single device?

Certainly! You can use multiple devices for the EKYC process. If you choose to do so, simply re-enter your mobile number and OTP in the subsequent steps to complete the process from the point where you left (on the earlier device) on the device of your choice.

How long is the OTP valid, and what should I do if I don't enter it within the specified time frame?

Enter the OTP within its 2-minutes validity period; if expired, click ‘Resend OTP’ for a new one.

Are there alternative methods available for users who may not have access to their primary email address at the moment of verification?

Use a regularly accessed email during verification for a smooth process anytime, anywhere.

If my email address changes in the future, what is the process for updating it in my Tradejini account?

To update your email, contact customer support for guidance and assistance in ensuring accurate account details.

What documents should I keep handy to complete the Digilocker process easily?

To complete the Digilocker process, ensure you have your Aadhaar Number, and PAN card ready.

Is there a step-by-step guide or tutorial provided to assist users in navigating the Digilocker interface for Aadhaar and PAN verification?

Yes, there is a step-by-step guide available. Refer the link attached for detailed steps on the entire EKYC journey.

(https://drive.google.com/drive/u/4/folders/1HOALgNCB__EdnR93tgq46tX5uKGqX35P)

In case my Aadhaar or PAN details have changed, how do I update this information within Digilocker and ensure it reflects accurately during the Tradejini account opening?

You will need to update the changes in Aadhaar or PAN as required and refresh both the Issued documents in Digilocker app before commencing the EKYC journey. The latest available information on Digilocker will be used to upload to the KRA’s for the purposes of your EKYC process. To ensure accurate information being shared with the KRA agencies, we urge you to have your details updated at all times on Digilocker.

If I don't have a digilocker account can I still continue this step?

Yes, you can proceed without a Digilocker account, but it’s preferable to create one and update the info in the Digilocker app. You will be guided through the digilocker account opening process in the EKYC application and no further action is needed from your end.

What are the documents that can be fetched from digilocker?

Documents that can be fetched from Digilocker include Aadhaar and PAN details.

Can I use a different mobile number to open my account as compared to the number linked to Aadhar?

Yes, you can use a different mobile number, but it’s recommended to use the same number linked to the Aadhaar. In case of a difference in the mobile number/email ID between the EKYC application and Digilocker, your KRA records will be updated with the number and email ID you have used in the EKYC application.

What to do if my aadhaar is not linked to my mobile number?

If your mobile number is not registered with Aadhaar, visit a Permanent Enrolment Centre to get it registered. Link to the official website of UIDAI.

(https://uidai.gov.in/en/my-aadhaar/about-your-aadhaar/updating-data-on-aadhaar.html#:~:text=If%20you%20have%20not%20registered,Centre%20to%20get%20it%20registered.)

What to do if my aadhaar is not linked to my pan number?

Follow the step-by-step guidelines provided by the Income Tax Authorities to link your Aadhaar with your PAN number. Link to the official Income Tax Website.

(https://www.incometax.gov.in/iec/foportal/help/how-to-link-aadhaar)

What to do if you have not registered with digilocker?

It is advisable to register with Digilocker for a secure account opening experience, allowing you to store and access essential documents like Aadhaar and PAN. Even othewise, our EKYC process will allow you to register on Digilocker on the fly during your EKYC journey and no further action is needed from your end.

What to do if you have forgotten your 6 digit security pin?

If you forget your 6-digit security pin, use the Forgot /reset option on the same screen to quickly regain access and proceed with the account opening process. The portal will ask you for your date of birth to validate the request post which a new 6 Digit PIN can be set up easily. Its important to remember this 6 Digit code for future references.

Why do I have to upload the PAN card here and why is it not fetching the information from digilocker?

Your PAN details are not available on Digilocker, hence we are unable to fetch the details from Digilocker. Accordingly, you are requested to upload the PAN Card manually. Ensure your PAN card and Aadhar Card are linked to proceed further in the EKYC process.

What is the error “ Invalid PAN” and how do I rectify it.

Some of the reason for the error are –
– Ensure your PAN card and Aadhar Card are linked to proceed further in the EKYC process.
– The Image of the PAN uploaded is unclear or blur and hence the system is unable to read the details accurately.
– Ensure the Original PAN card is uploaded and not the laminate version to ensure no error is noticed.
– Name as per Aadhar Records and PAN records needs to match to go ahead in the EKYC process.
– DOB mismatch
– Different person’s PAN compared to the application
– Minor Person PAN

What is the error “PAN Already Exists” and how do I rectify it.

If you encounter the ‘PAN already exists’ message, implies that the PAN Number fetched from digilocker/manual upload is already mapped to a registered user of Tradejini. A user is not allowed to open multiple trading accounts using the same PAN card with one broker. You will be prompted with the trade code that has been mapped to the said PAN number post which you can proceed to login to your CubePlus Account. In case of a fresh application, simply use unique PAN Number and Aadhar details to proceed with the EKYC Application.

Why are two addresses being shown?

If you observe two addresses during the account opening process, this is likely because of previous registration with KRA. It is recommended to select the information that aligns with your current and updated address details.
In case of same address between the options, we suggest you select DigiLocker and move forward.

Why is the screen requesting for my name and DOB popping up? It was not there in the earlier EKYC flow.

Effective 30th April 2024, the NSDL Database has changed its API format, basis which, all clients are required to input their Name and DOB as available in the Income Tax Database. This may be different from the details appearing on the PAN card since the Income Tax Department allows for a different name on the PAN Card vs the name as per the Income Tax Records.
a. PAN Through Digilocker – Post fetching of the PAN card details from Digilocker (if available), we verify the Aadhaar Name with NSDL Name and DOB. If there is a mismatch between the Aadhaar data and NSDL Data then this popup prompting the client to input the DOB and name on Income Tax Records will appear.
b. Manual Upload of PAN – ⁠When uploading PAN through gallery/camera, if we observe a mismatch of details as per the uploaded PAN with the details in NSDL then this popup prompting the client to input the DOB and name on Income Tax Records will appear.

Why do I need to input my details again?

Effective 30th April 2024, the NSDL Database has changed its API format, basis which, all clients are required to input their Name and DOB as available in the Income Tax Database. This may be different from the details appearing on the PAN card since the Income Tax Department allows for a different name on the PAN Card vs the name as per the Income Tax Records.
For Eg.
Name as per PAN Card – Manjunath G
Name as per Income Tax Records – Govindraju Manjunath
You are requested to log in to your Income Tax Profile and input the name appearing in your profile section – https://www.incometax.gov.in/iec/foportal/
On successful input of the Name and DOB, you will be able to move ahead in the EKYC process.

Even after inputting the correct details, the application is not moving ahead, why?

Probable reasons for the application not moving ahead can be,
1. Aadhar and PAN card are not linked.
2. Your PAN Card is in inoperative stage – read more on inoperative PAN’s and how to make them operative.
3. Your PAN card is not in active stage on the Income Tax Portal.

What are the different segments mentioned in the EKYC application.

Equity or Cash segment is mandatory and will be selected by default.

– Equity refers to the cash market or delivery market.

– Futures and options F&O are derivative products in the stock market. Since they derive their values from an underlying asset, like shares, indices or commodities, they are called derivatives.

– Currency Derivatives are exchange-traded contracts deriving their value from their underlying asset, i.e., the currency. The investor buys or sells specific units of fixed currency on a pre-specified date and rate.

– A commodity derivative market is a market that permits trades in commodities on underlying commodies such as gold, silver, metals and oil etc.

*Select only the required segment.

Why do I have to provide my income proof?

Income Proof Requirement for F&O Segment
Providing income proof, particularly for enabling the F&O segment, is mandated by SEBI to ensure regulatory compliance and assess the suitability of investors for engaging in derivative trading.
To ensure a seamless trading journey with CubePlus, we have a simple bank statement fetch process in place for enabling derivative trading. Here’s how it benefits you:
Regulatory requirement:	This process aligns with regulations set forth by the Securities and Exchange Board of India (SEBI) and is designed with your wellbeing in mind.
Confidence and Control:	This step empowers you to trade derivatives with confidence, knowing you have the required resources for informed trading decisions.
You can input an alternate number in the next screen for fetching a different bank statement. Kindly ensure the name as per the alternate bank statement matches with the applicant name.

What is UPI ID, where can i Find it

A UPI ID, or Virtual Payment Address VPA, is a unique address that is used to identify oneself on UPI

How to find a Google UPI ID

For Google Pay

Step 1: Open the application.

Step 2: Go to the top right corner and click on your profile icon.

Step 3: Tap on “bank accounts”.

Step 4: Select the bank account whose ID you want to check.

Step 5: You will find the ID of that bank account.

How to find a BHIM UPI ID

For BHIM

Step 1: Open the application.

Step 2: Tap on ‘profile’ visible on the homepage.

Step 3: You will find the ID in the pattern of your registeredmobilenumber@upi.

How to find a Paytm UPI ID

For Paytm

Step 1: Login into the Paytm application.

Step 2: Go to the topmost part of the homepage and find the “BHIM UPI” section.

Step 3: You will find your ID along with a QR code in the pattern phonenumber@paytm.

How to find a PhonePe UPI ID

For PhonePe

Step 1: Open the application.

Step 2: Click on your profile icon at the top left corner of the homepage.

Step 3: Select “My BHIM UPI ID” from the next page.

Step 4: You will find the ID in the pattern phonenumber@ybl.

How to find a Mobikwik UPI ID

For Mobikwik

Step 1: Open Mobikwik application.

Step 2: Find the Id at the top right corner with the pattern yourmobilenumber@ikwik.

How to find a Amazon Pay UPI ID

For Amazon Pay

Step 1: Open your Amazon application.

Step 2: Tap on three lines at the top left corner.

Step 3: Select the Amazon Pay option.

Step 4: Click on the Amazon UPI tab.

Step 5: Find the ID in the pattern yourmobilenumber@apl.

How to find a SBI Yono UPI ID

For SBI YONO

Step 1: Open your SBI YONO application.

Step 2: Select the YONO Pay option.

Step 3: Choose the BHIM UPI option.

Step 4: Choose the “Generate QR” option.

Step 5: Check the ID from the next screen.

How to find a Whatapp UPI ID

For WhatsApp Payment

Step 1: Open your Whatsapp application.

Step 2: Go to the top right corner and click on 3 dots.

Step 3: Select the payment option.

Step 4: Click on any linked bank account to check for the UPI ID you want.

Step 5: Find the ID here.

Can i change my primary bank account later

Yes, you have the flexibility to change your primary bank account after your account has been opened. You can write to us at help@tradejini.com to get it modified.

I want to add multiple bank accounts here to trade, can i do that?

“No, only the primary account can be added during the initial process. However, additional bank accounts can be added after the Demat and Trading Account has been successfully opened by just sending in a email from your registered email-id to help@tradejini.com along with proof of the new bank account to be added .”

If any IFSC code is not appearing in the dropdown what should i do?

If any IFSC code is not appearing in the dropdown try to add via Bank Name option.

– If still you are not able to do so please write to us on help@tradejini.com along with the details.

What is One Money (SETU) and is my details safe in case I allow a data fetch from One Money (SETU)?

To ensure a smooth and secure process for sharing your income proofs, we have tied up with a dedicated platform, powered by the Reserve Bank of India (RBI), called SETU and One Money. These platforms are account aggregators and play the role of bringing details of all bank accounts under one roof. Under the guidelines of the RBI, they are allowed to fetch your account details in case you want to provide these details to any Financial Institution including Discount Brokers like Tradejini. This is a completely secure and seamless way of sharing your 6 months bank statement with no hazzles of manually uploading the data. It is recommended to use the services of SETU to ensure easy upload of the necessary documents.

Why was the bank account details fetched from One Money not accepted as an income proof for activating FnO

A minimum transaction value and closing balance of INR 5000 is required to accept as adequate income proof for activating Futures and Options Segment in your trading account. This is done to ensure, the users financial soundness is validated before activating the FnO segment. This is in line with the presecribed regulations of SEBI and the exchanges. Additionally if the bank fetch is for a period less than 6 months, we cannot consider this as a valid income proof for the purpose of activating FnO

What is Politically exposed person?

A politically exposed person (PEP) is an individual with a prominent public role, often in government, and identifying them is crucial in the stock market due to the higher risk of financial crimes, necessitating enhanced due diligence to prevent money laundering. We are currently not opening accounts for PEP applications

Whom should I nominate?

Nominate someone you trust implicitly to ensure a smooth transfer of assets and benefits at the time of an unforeseen event of death or disability.

How many people can I nominate?

You can nominate a maximum of three individuals, and can manually choose the sharing percentage between them.

What should I write in the place of the Nominee Address?

Nominee Address should be chosen the same as my address in case the nominee is staying with you. Else ensure complete details including city name, state name are included correctly.

Why can't I upload my selfie instead of taking it live?

The requirement to capture a live selfie (replacement of erstwhile In-Person Verification) during the verification process is in place to ensure the authenticity and liveliness of the user, enhancing the overall security and reliability of the account opening procedure.

In what format should I upload my Signature image?

“The signature image should be uploaded in horizontal format with a maximum file size of 1MB. Accepted formats include .jpg, .jpeg, or .png. Ensure that the uploaded signature matches the signature on your PAN document.”

What is the error “ Invalid Selfie” or “Invalid Signature” and how do I rectify it?

Possible Reasons for the Error
– Selfie is not clear and not recognizable
– The image captured does not match with the image appearing in your KRA/Digilocker records.
– SIGNATURE MISMATCH: It has been rejected due to a signature mismatch between the signature uploaded/drawn as compared to the signature available in the uploaded PAN Card.

Why was the account application rejected or put on hold?

Reasons for EKYC Application Rejection
Selfie Not Clear: Your application was rejected due to unclear selfie documentation. Please ensure that the submitted selfie meets the specified requirements for successful verification.
Different Person on Selfie: The uploaded selfie does not match with the other credentials shared. Kindly upload a clear image of yourself.
PAN Not Clear: Your application was rejected due to unclear PAN documentation. Please upload a clear image of the original PAN Card.
Date of Birth Mismatch: There is a mismatch in the Date of Birth as per your PAN card and KYC records.
Different Person PAN: The PAN card submitted does not match with the applicant details.
Minor PAN Card: The submission of a PAN card belonging to a minor (below 18 years of age) led to the rejection.
Address Proof Not Clear: Your application was rejected due to unclear address proof.
Address Mismatch: There is an address mismatch between the application and details available in Digilocker.
Signature Mismatch: There is a signature mismatch between the uploaded/drawn signature and the signature available in Digilocker.
KRA Not Validated: Your KRA has not been validated.
Nominee Relationship: The relationship mentioned in your nominee details is incorrect.
Incorrect Income Proof: Wrong documents were submitted as income proof.
Father Name Mismatch: There are discrepancies in the details inputted against your father’s name.
Marital Status Mismatch: The chosen marital status does not match with the provided details.
Gender Mismatch: The gender mentioned in your application does not match with the details as per Digilocker.
City Name Missing – Nominee: The address mentioned in your nominee details does not have a city name.
IFSC Missing: The provided penny-drop from your UPI does not have a valid IFSC code.
POA – Digilocker: The city name as per CVLKRA and Digilocker do not match.
Minor Nominee: A minor (below 18 years of age) was submitted as a nominee.
Bank Name Mismatch: The bank details provided do not match with the applicant details.

Why was the password not sent in the welcome email?

Important Information Regarding Password Dispatch
For security reasons, the password is not dispatched to your registered email along with the welcome email. Once your registered account is approved by the exchange, we’ll provide you with your user ID and password.
If you haven’t received it, please communicate the issue to us at help@tradejini.com. It’s important to note that during your initial login to the CubePlus account, you’ll be prompted to reset your password. Ensure to establish a new password and store it securely to prevent any inconvenience.

What are the charges for opening an account at Tradejini?

Online Account Opening
Q: How much does it cost to open an equity trading and demat account with Tradejini? A: Opening an equity trading and demat account with Tradejini is absolutely free of charge!
Q: Is there any cost associated with opening a commodity account at Tradejini? A: No, there are no costs involved in opening a commodity account with Tradejini.
Offline Account Opening
Q: Can I open an account with Tradejini offline? A: We exclusively offer online account opening services for all Individual accounts. However, if you need any assistance, please feel free to reach out to us.
Q: How can I get assistance with the account opening process? A: To get assistance, simply reach out to our Support Team at help@tradejini.com to get started. We’re here to help you every step of the way.

Can the account opening fee be refunded?

Account opening at Tradejini is absolutely free (no strings attached)

Open your free account with Tradejini!

How to link PAN with Aadhaar?

To link your PAN with Aadhaar, please follow these steps:
Steps:
1.	Visit the official Income Tax Department’s website: eportal.incometax.gov.in/iec/foservices/#/pre-login/bl-link-aadhaar.
2.	Enter your PAN and Aadhaar numbers, and click on “Validate.”
3.	Click “Continue,” and provide your name as it appears on your Aadhaar card, along with the Aadhaar-linked mobile number.
4.	If your Aadhaar card only shows the year of birth, select the option “I have only the year of birth in Aadhaar card.” Then, agree to validate your Aadhaar details and click “Link Aadhaar.”
5.	You’ll receive an OTP (One-Time Password) on your registered mobile number. Enter the OTP and click “Validate.”
6.	To check the status of your PAN-Aadhaar linking, visit Income Tax E filing. Enter your PAN and Aadhaar numbers, and click “View Link Aadhaar Status.”
Important information:
If you haven’t linked your PAN with Aadhaar, as per a Ministry of Finance press release, a fee of ₹1000 to the Income Tax Department (ITD) is applicable. You must pay this fee before submitting your PAN-Aadhaar linkage request. If you make the payment on the Protean (NSDL) portal, please try linking after 4-5 working days from the payment date.

How can the Aadhaar number be unlinked from the Tradejini account?

All Aadhaar numbers collected in compliance with the Prevention of Money Laundering (PMLA) guidelines were deleted following the Supreme Court’s ruling on September 27, 2018.
Aadhaar details such as address, date of birth (DOB), and gender are only utilized when Aadhaar serves as proof of identity and address during the account opening process. Consequently, unlinking Aadhaar is not allowed for exchange purposes.

Can a person over the age of 18 open a Tradejini account if they have a minor PAN card?

Sorry, individuals possessing a minor PAN card cannot open a Tradejini account even if they are aged 18 years and above. To open an account, it’s necessary to update the minor PAN card to a regular one.

Can multiple files be uploaded as financial proof while opening an account ?

You can only upload one type of file as income proof. If you wish to send more files, please send them to the following email address: help@tradejini.com. Make sure to include your USER ID, phone number, and PAN number, from your registered email ID with Tradejini.

We have created an automatic fetch of your bank accounts using your phone number and OTP

What is Risk Disclosure Document (RDD) & Equity & Commodity Annexure Documents?

Risk Disclosure Document (RDD)
The Risk Disclosure Document (RDD) is a crucial document that contains essential information about the risks associated with trading or investing in capital market instruments. It is important for all types of investors, whether individual, non-individual, retail, or institutional, to understand these risks before participating in the market.
The RDD is a document prescribed by SEBI (Securities and Exchange Board of India) that brokers are required to provide to all clients during the onboarding process. This document is designed to make investors aware of the risks involved and to help them evaluate their own risk tolerance, especially when dealing with equity-linked instruments that carry varying levels of risk.
The equity and commodity annexures are additional documents that outline the specific risks investors face when trading through a stockbroker in the capital market. These risks can include the failure of internet between the investor and the exchange, technical disruptions, unforeseen events, or other factors that might lead to erroneous order executions.
When you open an account with us, we will send a copy of the RDD to your registered email address.
Access the RDD for Equities, Derivatives, and Currency Trading:	Click here
Access the RDD for Commodity Derivative Trading:	Click here
Access the RDD for Options Trading:	Click here
These documents are designed to help you make informed decisions and understand the risks associated with your investments.

What is an Electronic Contract Note?

An Electronic Contract Note, commonly referred to as an ECN, is a digital or electronic version of a summarised record that brokers are mandated to send to clients within 24 hours of trade. This record, known as a contract note, includes essential details such as the name of the financial instrument, details of the trades executed, quantity, prices, and any applicable charges. It serves as a comprehensive summary of your daily trading activities.

Who is a Politically Exposed Person (PEP) and how can they open a Demat and Trading Account?

1. What is a Politically Exposed Person (PEP)?
Politically Exposed Persons (PEP) are defined as individuals who are or have been entrusted with prominent public functions in a foreign country, such as: Heads of States or Governments Senior Politicians Senior Government/Judicial/Military Officers Senior Executives of State-owned Corporations Important Political Party Officials
2. Do I need to declare my PEP status when opening an account with Tradejini?
Yes, it is mandatory to declare your PEP status to both the regulatory authorities and the stock exchanges. During the account opening process, you will be asked to select either ‘Yes’ or ‘No’ to the question, “Are you a politically exposed person?” If you are or have a close relative who is a PEP, you should select ‘Yes.’
3. Can I open a demat and trading account being a PEP or being closely related to a PEP?
Presently, we are not allowing PEP accounts to be opened. If you have any further questions, please don’t hesitate to reach out to us.

Can a commodity account be opened without opening an equity trading and demat account?

No, you cannot open an stand alone commodity trading account without a demat account. This will enable client to pledge his shares as collateral as margin for his trades.

Why has Tradejini not emailed the login credentials even after few days of completing the EKYC process?

Q: I haven’t received an email with my user ID. Why might that be?
A: The email containing your user ID may not have been sent for the following reasons:
Incomplete Account Opening Process:	If your account opening process is not completed, please visit the link used to initiate the account opening to finish the process.
Supporting Documents Rejected:	In some cases, the supporting documents you provided may have been rejected. we will communicate them to you via email. Please Leave Mail at help@tradejini.com
Once your account opening process is successfully completed and verified, you can expect to receive an email containing your user ID within 24 working hours. We appreciate your patience in this process.

How to activate the DDPI for the account?

Tradejini provides two activation modes for DDPI, depending on your account type:
For Non-Individual Firms:	DDPI activation for non-individual firms is exclusively done offline. To initiate the process, please call us at 080-40204020 or send an email to help@tradejini.com. Our dedicated support team will guide you through the necessary steps. Kindly ensure that you have the required balance in your trading account for a seamless process.
For Individuals:	Individuals can activate DDPI currently through our convenient offline process. Simply get in touch with our support team by calling 080-40204020 or emailing us at help@tradejini.com. Our team will assist you with the activation process, ensuring a smooth experience. Kindly ensure that you have the required balance in your trading account for a seamless process.
Feel free to reach out to us, and we’ll be happy to assist you in activating DDPI on Tradejini.

What is the minimum balance required to keep the Tradejini account active?

Frequently Asked Questions	Answers
Is there a minimum balance required to keep my Tradejini account active?	No, there is no minimum balance required to maintain an active Tradejini account. Your trading account will be considered inactive or dormant only if there is no trading activity for 12 consecutive months. However, please note that your demat account remains active indefinitely.
Why did Tradejini send an email stating my account is inactive?	We send emails regarding inactive accounts as a reminder. If your trading account has had no activity for 12 consecutive months, you’ll receive this notification. Don’t worry; you can easily reactivate your account post its deactivation by sending an email to help@tradejini.com.
What is Annual Maintenance Charge (AMC)?	Annual Maintenance Charge (AMC) is a fee of ₹300 plus 18% GST per year applied to your demat account. This fee is deducted from your Tradejini account balance every year, starting from the account’s opening date. It’s a routine charge to maintain your demat account and ensure its smooth operation.

Can a trading and demat account be opened with Tradejini if there is an existing account with another broker?

You can open a trading and demat account with Tradejini even if you already have accounts with other brokers using the same PAN. The PAN (Permanent Account Number) is a unique identifier that helps Indian regulatory authorities track investments, regardless of how many demat accounts you have. Your PAN ensures your investments are correctly linked to you, making it convenient and hassle-free.

Can more than one trading account be opened with Tradejini?

No, it is not possible to open multiple trading accounts with Tradejini with same PAN (Permanent Account Number), email, and phone number. This is not allowed by SEBI, the regulatory body overseeing the Capital Markets.

Can a demat account maintained with other brokers be mapped to a Tradejini trading account?

“No, it’s not possible to link a demat account from another broker to your Tradejini trading account. If you’re interested in opening a trading and demat account with Tradejini.

Can a trading account be opened without opening a demat account?

No, a trading account cannot be opened without opening a demat account for the following reasons:

A demat account is required to settle open equity intraday positions if they are not closed by the end of the day.

A demat account is required in case of a physical settlement of stock F&O contracts.

How to convert images to PDF?

Platform	Steps
Android	Download the JPEG to PDF converter app from the Play Store (WEB). Tap on File. Select the files to be converted.
iOS	Download the Photo to PDF converter app from the App Store (WEB). Open the app, select the images or take a picture with the camera and tap on Done. Tap on Next and then on Done. Choose the desired location and tap on Save. Tap on Done and then on Convert To PDF.
Windows	Select the files to be converted to PDF. Right-click on them and click on Print. Enter the File name. Select Save as type as PDF Document. Click on Save.
MacOS	Open the image in the preview app. Click on File. Select Export as PDF.

How to open a Tradejini account offline?

Tradejini does not offer offline mode for opening an account for Individuals. Only corporate accounts are currently opened offline.

Why was the brokerage charged on delivery trades?

Type of Trading	Charges
Delivery Trading	₹20 per executed order or 0.1% of the turnover, whichever is lower
Options Trading	₹20 per executed order irrespective of the lot size
Delivery (Equity)	₹20 per executed order or 0.1% of the turnover, whichever is lower
Intraday (Equity)	₹20 per executed order or 0.05% of the turnover, whichever is lower
Futures (Equity / Currency / Commodity)	₹20 per executed order or 0.05% of the turnover, whichever is lower
Options (Equity / Currency / Commodity)	₹20 per executed order

For a list of detailed charges – refer this link.

I never called Tradejini to place an order, why am I still charged call and trade charges?

If you are placing orders from your own logins, then you will not be charged any call and trade charges. However if any intraday positions are not squared by you and the same is auto closed by our RMS terminal then Call & Trade charges will be applicable.

What is the charge for fund transfers to my Tradejini account?

Details	Information
Charge for Payment Gateway	A charge of ₹9 + GST is levied for using the services of payment gateway (RazorPay) when transferring funds from your registered bank to your Tradejini account.
Ways to Avoid This Charge	1. Transfer funds to your Tradejini account using Net Banking. Simply set Tradejini as the beneficiary in your bank account. 2. Transfer funds using UPI to Tradejini via your UPI Application or registered bank account application, instead of using a third-party app.
Tradejini Account Details	Account Name: Tradejini Financial Services Private Limited ICICI Bank Account Number: JINI IFSC Code: ICIC0000104 Account Type: Current Account Branch: CMS Branch, Mumbai (* “JINI” is Tradejini’s virtual account number and consists only of alphabets. Add this account as a payee in your bank account to transfer funds to your Tradejini account.)

What is the brokerage for Futures and Options?

What are the charges for options trading?

For options trading, you’ll incur a flat fee of ₹20 per executed order.

Product Charges:

What are the product charges for different types of trades?

Futures (Equity / Currency / Commodity): The brokerage charges for trading in futures are ₹20 per executed order or 0.05% of the turnover, whichever is lower.

Options (Equity / Currency / Commodity): The brokerage charges for Options trading is ₹20 per executed order.

What is the brokerage for the commodity segment?

What are the charges for options trading?

For options trading, you’ll incur a flat fee of ₹20 per executed order.

Product Charges:

What are the product charges for different types of trades?

Futures (Equity / Currency / Commodity): The brokerage charges for trading in futures are ₹20 per executed order or 0.05% of the turnover, whichever is lower.

Options (Equity / Currency / Commodity): The brokerage charges for Options trading is ₹20 per executed order.

What is the brokerage for currency futures and options?

What are the charges for options trading?

For options trading, you’ll incur a flat fee of ₹20 per executed order.

Product Charges:

What are the product charges for different types of trades?

Futures (Equity / Currency / Commodity): The brokerage charges for trading in futures are ₹20 per executed order or 0.05% of the turnover, whichever is lower.

Options (Equity / Currency / Commodity): The brokerage charges for Options trading is ₹20 per executed order.

What are the brokerage charges for resident individual accounts at Tradejini?

Delivery Trading Charges:

What are the delivery trading charges?

For delivery trading, Tradejini charges ₹20 per executed order or 0.1% of the turnover, whichever is lower.

Options Trading Charges:

What are the charges for options trading?

For options trading, you’ll incur a flat fee of ₹20 per executed order.

Product Charges:

What are the product charges for different types of trades?

Delivery (Equity): Tradejini charges ₹20 per executed order or 0.1% of the turnover, whichever is lower.

Intraday (Equity): For intraday trading, the charges are ₹20 per executed order or 0.05% of the turnover, whichever is lower.

Futures (Equity / Currency / Commodity): The charges for trading in futures are ₹20 per executed order or 0.05% of the turnover, whichever is lower.

Options (Equity / Currency / Commodity): Options trading is charged at ₹20 per executed order.

Why are DP charges not shown in the contract note?

Tradejini contract notes comprehensively outline all trading-related charges incurred for any stock exchanges transactions.

DP (Depository Participant) charges, however, are specifically related to the movement of shares from the demat account. All Credit transactions are free and only Dr transactions will qualify for charges. As these charges are distinct from those listed in the contract note, DP charges are separately applied and reflected in the Ledger statement, not in the contract note.

Are there any hidden charges while trading at Tradejini?

No, Tradejini has no hidden charges. To learn all the charges involved while trading and investing, visit this link. To calculate the charges for a particular trade, visit this link.

What does Depository Participant (DP) charge mean?

The Depository Participant (DP) charge is a fee imposed by the depository participant (Tradejini), when you sell shares from your demat account. This charge amounts to ₹14.50, including ₹5.50 Depository (CDSL) charges. Additionally, there is an 18% GST applicable to this charge. It’s important to note that these charges are debited on a daily basis for each stock sold, regardless of the quantity sold. In case your transactions do not result in delivery then there will not be any charges.

For instance, let’s consider a few scenarios:

1. If you sell 500 shares of Tata at 11:10 AM and another 50 shares at 2:15 PM, the total DP charge for the day would be ₹14.50 + 18% GST will be charged twice as you have sold shares in two separate orders in the same day. Therefore the total DP charges for the day will be ₹29 + 18% GST.

2. Had it been one shot sale of 550 shares of Tata then only one time DP charges would have been applicable and the total charges for the day will be ₹14.50 + 18% GST.

3. If you sell 50 shares of Tata at 10:00 AM and 10 shares of Infosys at 2:00 PM, the total DP charges for the day would be ₹29 + 18% GST (₹14.50 multiplied by 2).

What are the various statutory charges associated with trading and investing?

For details of charges associated with trading and investing, please refer to the link mentioned. https://Tradejini.com/charges/

What are IPFT charges?

NSE established the Investor Protection Fund Trust (IPFT) to safeguard investors’ interests in cases where defaulting parties lack sufficient assets to cover claims. This fund also plays a significant role in enhancing investor knowledge, awareness, and research. Details of charges can be found here.

IPFT charges are applied to all trades conducted on NSE and are separately itemized and shown on your contract note. Here’s a breakdown of the IPFT charges:

For NSE Equity and NSE Futures: (Link)
Charges: ₹10 per crore of traded value

For NSE Equity Options: (Link)
Charges: ₹50 per crore of premium value for NSE Equity options

For NSE Currency: (Link)
Charges: ₹200 per crore of premium value for options and ₹5 per crore of the traded value for futures

These charges serve as a crucial part of ensuring the protection and education of investors in the NSE trading environment.

How is the Securities Transaction Tax (STT) calculated?

Any fraction in STT Calculation is rounded off to the nearest rupee. For instance, if the STT is ₹100.60 it will be rounded off to ₹101, and if the STT is ₹100.40 it will be rounded down to ₹100.

Securities Transaction Tax (STT) is a direct tax charged on the purchase and sale of securities listed on the exchanges in India.

For current STT charges reffer to the link mentioned here.

How does the revision in BSE transaction charge affect a trader?

When the exchanges increases transaction charges, it will impacts the profitability of traders and Investors. Inversly when they reduce it reduces the cost of transactions ultimately better profitability.

Will brokerage and taxes be considered when margins are blocked for trades in the commodity segment?

Yes brokerage and taxes will be considered when margins are blocked for trades in any segment.

Is securities transaction tax(STT) levied on exchange traded funds (ETFs)?

Securities Transaction Tax (STT) does not apply to GOLD ETFs, LIQUID, and Gilt ETFs, as well as certain international ETFs. You can find additional information about ETFs in the NSE handbook on ETFs (WEB).

For other ETFs, the STT rates are as follows:

0.001% on the sell side for delivery.
0.025% on the sell side for intraday trades.

What is Annual Maintenance Charge (AMC)?

Account Maintenance Charge (also known as annual maintenance charge) is the fee to keep your Tradejini demat account active and operational.
For Individual, HUF, and Partnership Firms:	Annual charges: ₹300 + 18% GST
For Corporates (LLPs, Private & Public Companies):	Annual charges: ₹800 + 18% GST

What are clearing charges, and is there any at Tradejini?

What is a Clearing Charge?

A clearing charge is a fee traders pay to settle their trades through a third party clearing agency. This process, occurring in the background, determines a broker’s fund and securities obligations, settling them with exchanges through the clearing mechanism. It facilitates smooth trade settlement between broking houses and exchanges.

How does Tradejini handle Clearing Charges?

Exchanges provide two options for clearing trades: self-clearing or assigning the task to a Professional Clearing Member (PCM). We at Tradejini have opted to be a self-clearing member, thereby reducing the cost on traders. Tradejini does not impose any clearing charges on its customers.

Are there any other charges if option positions get exercised?

The Securities Transaction Tax (STT) on an option that is bought and exercised on the Expiry day is 0.125% of the option’s intrinsic value.

What are call and trade charges?

Call and trade charges, with Tradejini, refer to fees charged when you request assistance from our team to place, modify, or cancel an order. These charges amount to ₹50 along with 18% GST per executed order. Please note that this charge will also be applicable for RMS close out for margin shortfall as well as auto square off of intraday position.

If you have any further questions or need more information, please don’t hesitate to reach out to our support team at help@tradejini.com.

How can I open a Corporate account for a Private or Public company at Tradejini?

Can I open a corporate account online like a resident individual account?
No, a corporate account can only be opened offline, unlike resident individual accounts that can be opened online.
Submit the required documents to open a corporate account. You can find the list of documents here.
Complete the In-person Verification (IPV) by the authorized person, either online or offline.

For any further assistance, please contact us at:

Tradejini Address:
Vasavi Square, 2nd Floor,
No. 75/757, 10th Main Road, 4th Block,
Jayanagar, Bangalore – 560011.

Contact Number:
+91-80-40204020

Email ID:
help@tradejini.com

What are the documents required to open a corporate account?

Documents Required to Open a Corporate Account
If the KYC of the company and the directors is not registered, you’ll need the following documents to open a corporate account:
1.	Account Opening Form – Non-Individual
2.	Demat Debit and Pledge Instruction (DDPI), which allows a broker to debit securities from the client’s demat account and deliver them to the exchange. The DDPI is optional.
3.	FATCA Declaration
4.	Supporting documents: PAN copies of the company with the seal and signature of the authorized signatory or director, address proof in the company’s name, self-attested individual PAN copies of all authorized signatories or directors, individual address proof of authorized signatories or directors, and more.
5.	Individual KYC form signed by each whole-time or executive director
6.	Certificate of incorporation with the seal and signature of the authorized signatory or director
7.	Memorandum of Association (MOA) and the Articles of Association (AOA) of the company, with authorized signatory or director seal and signature. MOA must contain a clause authorizing the Company to invest in the Securities market.
8.	Annual reports with Balance sheet & P&L Account of the latest three financial years, attested by a Chartered Accountant (CA)
9.	Net-worth certificate from the Chartered Accountant for newly incorporated companies
10.	Bank account proof for linking with Tradejini
11.	Income proof to activate the F&O and commodity segment
12.	Account opening annexures: board resolution, list of directors, shareholding pattern, list of authorized signatories, and UBO information
13.	In-person Verification (IPV) by the authorized person, either online or offline
What documents are required to open a corporate account if the KYC of the company and directors are registered?
1.	Account Opening Form – Non-Individual
2.	Demat Debit and Pledge Instruction (DDPI) form, optional
3.	FATCA Declaration
4.	Supporting documents: balance sheet of the latest two financial years, net-worth certificate for newly incorporated companies, bank account proof, and income proof for F&O and commodity segment activation
5.	Board resolution
6.	UBO Annexure A

How to Complete IPV for Corporate Accounts?

How can I complete In-person Verification (IPV)?
In-person Verification (IPV) is mandatory and can be done online or offline. Online can be done using any of the online telecommunication apps such as Zoom, Google Meet or Microsoft Teams. To complete an offline IPV the authorized person should visit Tradejini head/branch office. Alternatively, a representative of Tradejini can visit the client’s offices or residences to complete the IPV procedure offline

How long does it take to open a Corporate Account at Tradejini?

It can take up to 72 working hours to open the account.

What is the Rule 3 (6) regulation for One-Person Companies (OPCs)?

As per Rule 3 (6) of the Companies (Incorporation) Rules, 2014 (WEB), a One-Person Company (OPC) cannot carry out Non-Banking Financial Investment activities, including investment in securities. Hence, in line with regulations, Tradejini does not allow the opening of an OPC account.

What are the account opening, brokerage and other transactional charges applicable to a corporate account at Tradejini?

This answer remain same FOR INDIVIDUALS/HUF/CORPORATES

1. Is there a fee for opening an account with Tradejini?

No, opening an account with Tradejini is absolutely free

2. What are the brokerage charges at Tradejini for different types of trades?

Equity Intraday: Rs 20 per executed order or 0.05% of Turnover, whichever is lower.
Equity Delivery: Rs 20 per executed order or 0.1% of Turnover, whichever is lower.
Equity/Currency/Commodity Futures: Rs 20 per executed order or 0.05% of Turnover, whichever is lower.
Equity/Currency/Commodity Options: Rs 20 per executed order.
NRI – Equity Delivery: Rs 200 per executed order or 2.5% of Turnover, whichever is lower.
NRI – Future & Options: Rs 200 per executed order placed using a CP code.

3. Can you provide details about demat charges at Tradejini?
Certainly, here are the charges:

Annual Maintenance Charges (AMC):

Individuals/Non-Individual (except Corporate): Rs. 300/- + GST.
Non-Individual – Corporate: Rs. 300/- + Rs. 500/- (CDSL Charges) + GST.

Life Time Maintenance Charges: Rs. 1999/- + GST (Rs. 1900/- non-refundable + Rs. 99/- refundable).

Transaction Charges (Market Trades):
Buy (Receive): Nil.
Sell (Debit): Rs. 9/- + Rs. 5.50/- (CDSL Charges).

Transaction Charges (Off-Market Trades):
Buy (Receive): Nil.
Sell (Debit): 0.05% or Rs. 200/-, whichever is higher per ISIN.
Dematerialization/Rematerialization: Rs. 150/- per Certificate.
Courier Charges per Demat/Remat/Demat Rejection: ₹100/-.

Periodic Statement:
By Email: Free.
Physical: Rs. 100/- (Courier Charges).

Adhoc/Non-Periodic Statement Requests:
By Email: Rs. 10/- per request.
Physical: Rs. 50/- per request up to 10 pages. Every additional page @ Rs. 5 + Rs. 100/- (Courier).

Delivery Instruction:
First Delivery Instruction Book: Free (10 Leaves).
Every Additional Booklet (10 Leaves): Rs. 100/-.
Other Charges:
Cheque Bounce Charges: Rs. 350/-.
Failed Transactions: Rs. 50 per ISIN.
Modification in CML: Rs. 25/- per request.
KRA Upload/Download: Rs. 50/-.
Physical CAS: 15/- per statement

Note: For all purposes the bill date shall be construed as the date of demand and the bill will be considered as the bill cum Notice for payment and Tradejini Financial Services Pvt Ltd reserves the right to Freeze Depository account for debit transactions in case of non payment of charges after two days from the bill date.
Interest @13% p.a will be charged on the outstanding bill amount if not paid within the due date. The above tariff is subject to change. Changes if any will be intimated 30 days in advance. GST or any other statutory levies will be applicable on all above charges except stamp charges.
Stamp duty on all off-market transactions will be levied as per CDSL guidelines and needs to be maintained up-front in the trading account.

Will Tradejini offer higher leverage if a corporate account is held with Tradejini?

At Tradejini, we do not provide leverage facilities. This decision is rooted in our commitment to safeguarding our customers’ capital and assisting them in effectively managing their risks. Our customers are our pride, and we stand firmly by them. If you’d like to learn more, feel free to reach out to our support team at help@tradejini.com.

What is the process to close a non individual Tradejini account?.

To close a non-individual Tradejini account, the corporate needs to follow these steps:

Download the Closure Form:

Navigate to the provided link and download the closure form.
(Closure form Link)

Complete the Form:

Ensure all required fields on the form are filled accurately.

Seal and Sign:

Non-individual entities must affix their official seal and authorized signature on the form. This step is crucial, as failure to provide the seal and signature will result in rejection of the form.

Courier the signed form to the below address:

Tradejini Address:
Vasavi Square, 2nd Floor,
No. 75/757, 10th Main Road, 4th Block,
Jayanagar, Bangalore – 560011.

By following these steps, the closure process for non-individual Tradejini accounts can be successfully completed.

Can a One-Person Company (OPC) open an account with Tradejini?

No, One-Person Company (OPC) can not open an account with Tradejini. .

What are the documents required to open an Association of Persons (AOP) account?

Checklist for Association of Persons (AOP) Account Opening:

1. PAN card of AOP Firm

2. PAN card of all Persons or Authorised Signatories

3. Address proof of AOP (Bank statement with latest transaction)

4. Address proof of all Persons or Authorised Signatories

5. Cancelled cheque of AOP bank account

6. AOP Bye Laws

7. Copy of balance sheet for the last 2 financial years along with ITR

8. Authorised signatory list with specimen signature (on letterhead)

9. 2 photographs of each Person

10. List of Persons

11. FATCA

12. 6 months Bank Statement or, if not available, provide Net worth Certificate in case of newly incorporated AOP

13. AOP board resolution

Note: All copies should be attested by 2 Persons with ‘FOR’ seal. Kindly affix ‘FOR’ seal on the entire client signature on Account Opening Form (Form should be signed by 2 Persons)

Additional Details:

Mobile No. (For SMS alert)

Mobile No. of all Persons:

Email ID:

Annual Income as on date:

Net worth (Not more than 1 year old):

Net worth date:

What are the account opening, brokerage and other transactional charges applicable to a Partnership account at Tradejini?

This answer remain same FOR INDIVIDUALS/HUF/CORPORATES

1. Is there a fee for opening an account with Tradejini?

No, opening an account with Tradejini is absolutely free.

2. What are the brokerage charges at Tradejini for different types of trades?

3. Can you provide details about demat charges at Tradejini?
Certainly, here are the charges:

Annual Maintenance Charges (AMC):Individuals/Non-Individual (except Corporate): Rs. 300/- + GST.
Non-Individual – Corporate: Rs. 300/- + Rs. 500/- (CDSL Charges) + GST.

Life Time Maintenance Charges: Rs. 1999/- + GST (Rs. 1900/- non-refundable + Rs. 99/- refundable).

Transaction Charges (Market Trades):
Buy (Receive): Nil.
Sell (Debit): Rs. 9/- + Rs. 5.50/- (CDSL Charges).

Periodic Statement:
By Email: Free.
Physical: Rs. 100/- (Courier Charges).

Adhoc/Non-Periodic Statement Requests:
By Email: Rs. 10/- per request.
Physical: Rs. 50/- per request up to 10 pages. Every additional page @ Rs. 5 + Rs. 100/- (Courier).

Delivery Instruction:
First Delivery Instruction Book: Free (10 Leaves).
Every Additional Booklet (10 Leaves): Rs. 100/-.
Other Charges:
Cheque Bounce Charges: Rs. 350/-.
Failed Transactions: Rs. 50/- per ISIN.
Modification in CML: Rs. 25/- per request.
KRA Upload/Download: Rs. 50/-.
Physical CAS: 15/- per statement

I have a Partnership firm. Can I open a Trading account with Tradejini in the name of the partnership firm?

Absolutely, you can open both a trading and demat account with Tradejini. However, it’s important to note that the trading account will be registered under the name of the partnership firm, while the demat account will be in the name of the partner/s. Tradejini allows a maximum of 3 partner names on a demat account. To know more please contact our support team at help@tradejini.com.

What documents are required to open an account for Limited Liability Partnership (LLP) at Tradejini?

Documents Required for Opening an LLP Account at Tradejini
1. Photographs: Provide photographs of all Designated Partners or Authorized Signatories as per Annexure 1.
2. List of Authorized Signatories: Submit a comprehensive list of Authorized Signatories.
3. LLP Deed: Include the LLP Deed along with any Supplementary Deeds.
4. Profit & Loss Sharing Details: Furnish details of Profit & Loss sharing on LLP letterhead (to be submitted annually).
5. Certificate of Incorporation: Submit the Certificate of Incorporation of the LLP.
6. Partner’s Resolution: Include the Partner’s Resolution for Investment/Trading in securities/Commodities market.
7. List of Designated Partners: Provide a list of Designated Partners on LLP’s letterhead, mentioning Name, Designation, PAN & DIN.
8. Cancelled Cheque Leaf: Submit a Cancelled Cheque Leaf of the LLP.
9. GST Registration Certificate: Include a copy of the GST Registration Certificate.
10. PAN Cards: Provide PAN cards of all Designated Partners or Authorized Signatories.
11. Address Proof: Submit address proof of all Designated Partners or Authorized Signatories.
12. LLP PAN Card: Include the PAN card of the LLP.
13. LLP Address Proof: Furnish address proof of the LLP.
14. Financial Statements and ITR: Provide the latest 3 years’ financial statements along with Income Tax Returns (ITR).
15. Bank Statements/Net Worth Certificate: Include the last six months’ bank statements of the LLP Bank Account or a Net Worth Certificate.
16. FATCA Declaration: Submit the FATCA Declaration.

What are the charges applicable to a Limited Liability Partner (LLP) account?