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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:

How to log in to CubePlus App?

Step 1:
You can download the CubePlus App by Tradejini from Google Play Store (https://play.google.com/store/apps/details?id=com.nxtrad.cubeplus&hl=en_US&pli=1 ) or Apple App Store ( https://apps.apple.com/ng/app/cubeplus-by-tradejini/id6445836933).
Step 2:
Enter your User ID and Password.
Step 3:
Click on “Login.”
Step 4:
Use your second factor of authentication such as OTP/Biometric/Face ID.

What is 2 Factor Authentication (2FA) and is it compulsory?

In late 2018, India’s market regulator, SEBI, issued new guidelines aimed at bolstering the cybersecurity practices of stock brokers and depository participants. The regulator emphasized the need for these financial firms to establish robust cyber resilience frameworks. The goal was to safeguard the integrity of sensitive data and protect against breaches of customer privacy.
These new cybersecurity requirements were gradually implemented over the next few years. By September 2022, brokers across the industry had started offering their clients various forms of two-factor authentication (2FA) to access trading accounts and services.
Two-factor authentication is a security method that adds an extra layer of protection beyond just a password. It requires users to provide two different types of verification to confirm their identity. This is considered a subset of the broader multi-factor authentication (MFA) approach.
MFA categorizes the different authentication factors into three main types:
1. Knowledge-based factors (e.g., passwords, PINs)
2. Possession-based factors (e.g., smartphones, security tokens,TOTP’s)
3. Inherence-based factors (e.g., biometric data like fingerprints)
For 2FA to be effective, it must involve at least two distinct factors from these categories. Simply requiring both a password and a PIN would not qualify, since a PIN is essentially just another form of knowledge-based authentication.

Why is “Risk disclosures on derivatives” displayed on every login?

In line with SEBI’s guidelines, we are required to display Risk Disclosures on Derivatives to our clients each time they log into their trading accounts. This ensures that you are well-informed about the risks associated with derivatives trading.

How to withdraw funds from TradeJini?

To withdraw funds from your TradeJini account, follow these simple steps using the CubePlus app:
Login to CubePlus: Open the CubePlus app and log in to your TradeJini account.
Navigate to Funds: Click on the ‘Funds’ tab within the app.
Initiate Withdrawal:

  • Inside the ‘Funds’ section, locate and click on the ‘Withdraw’ option.
Once you click ‘Withdraw,’ you will be redirected to our back office. Follow these additional steps:
Access Fund Transfer Tab: Click on ‘Funds’ and find the ‘Fund Transfer’ tab.
Check Available Funds: Review the ‘Available Funds’ to ensure you have sufficient balance.
Enter Withdrawal Amount:

  • Look for ‘Request Amount’ below.
  • Fill in the amount you wish to withdraw.
Save Your Request: Click ‘Save’ to confirm your withdrawal request.
A pop-up will confirm the success of your fund withdrawal request. Note: Once saved, your withdrawal request will be submitted to us.

How to set up automatic fund transfers from a bank account to a TradeJini trading account?

As of now, TradeJini does not support automatic fund transfers from a bank account to your trading account. We understand the convenience this feature provides and are actively working to enhance our services. Your feedback is valuable to us as we strive to improve and meet your needs.

Why are the funds added through netbanking via CubePlus not reflecting in the TradeJini account?

There might be a delay in updating your account due to a server issue with the bank. To resolve this, we kindly ask you to verify the transaction. Once the bank’s server is corrected, you’ll receive a verification link. Simply accept the link and verify the transaction. Please note that after verification, it may take up to 24-48 hours for the funds to reflect in your TradeJini account.

How much time does it take for the funds to get transferred to the TradeJini account?

You can transfer funds to your TradeJini Account using one of the following methods:
UPI: Immediate transfer.
Payment Gateway: Instant transfer incurring a fee of ₹9 + 18% GST.
IMPS (up to 5 lakhs): Immediate transfer with no charges.
NEFT/RTGS: Within 1 hour, and there are no charges.
Cheque: Takes 2 to 7 working days for processing, and it’s free of charge.

Why is the money added through IMPS, NEFT or RTGS not reflected in the TradeJini account?

If the funds added through IMPS, NEFT, or RTGS are not reflecting in your TradeJini account, it might be due to a delay in processing. Here’s what you can do:
Check with Your Bank: Ensure that the transaction was successful from your bank’s end. Sometimes, delays can occur in the banking system.
Contact Your Bank and Us: If the funds have not been received within the expected timeframe, reach out to your bank to inquire about the status of the transaction. Additionally, send an email to both your bank and TradeJini, attaching the bank statement for reference.
Timeframes for Different Methods:
UPI: Immediate
Payment Gateway: Immediate
IMPS (up to 5 lakhs): Immediate
NEFT/RTGS: Within 1 hour
Cheque: 2 to 7 working days
Remember, delays can occasionally happen, but by following these steps, you can ensure a resolution.

Why are the funds added today not shown in the funds statement on Sparc?

If you’ve added funds via the trading terminal, please note that the balance will be reflected in your End of Day (EOD) statement after 6 PM.

 

Why was the withdrawal request rejected?

Why was my withdrawal request declined?

Your withdrawal request may be rejected if you currently have an active position utilizing the margin. For instance, if you have sold 1 lot of a call and 1 lot of a put at the ATM (At The Money), your margin will be blocked. However, due to the credit position, the corresponding amount will be credited to your account by the exchange. Please note that you cannot withdraw this amount until the position is squared off.

 

Why was a message sent saying that the withdrawal request was processed when no request was ever made?

Sometimes, you might receive a message stating that a withdrawal request has been processed even if you haven’t initiated one. This is in adherence to regulatory compliance standards. All brokers, including TradeJini, are required to transfer any unused funds back to the client’s bank account. Hence, a confirmation message is sent to all clients as a routine procedure. If you wish to continue trading or investing, you can easily add the funds back to your account.

Why are withdrawal requests placed on Saturday getting credited on Tuesday?

It might be due to an exchange holiday on Monday or an exchange settlement holiday. If the issue persists, please reach out to our support team for assistance.

Can funds be withdrawn to the secondary bank account?

To withdraw funds to your secondary account, follow these simple steps:
Log in to CubePlus.
Click on your User ID.
Navigate to “Reports.”
Select “Funds.”
Choose the bank from the dropdown menu where you want to withdraw money.
Enter the withdrawal amount.
Click “Save.”
Note: Ensure that you have added a secondary account to your CubePlus account.

How much time does it take to process a withdrawal request?

The exchanges typically take T+1 day to settle funds from selling equities and F&O trades to your TradeJini account before you can withdraw them. For example, if you sell call or put options in any asset, you might see credited funds in your account, but these funds can’t be withdrawn until the positions are squared off by the client and settled by the exchange.

When can the funds be withdrawn if the shares are sold or positions are closed today?

If you sell or square off a position today, the funds will be settled in your account by the next working day (Monday – Friday). Once the settlement is complete, you can initiate a withdrawal request. After placing the withdrawal request, you can expect the funds to be credited back to your account the following working day.

I placed a withdrawal request 24 hours ago, why haven’t I received my money?

Sometimes, delays in processing withdrawals can occur, especially if there’s an ongoing exchange holiday. Rest assured, we’re committed to processing your request promptly, and your funds will reach you soon.

When will I receive the funds in my bank account after my withdrawal request is processed?

Once you’ve submitted your withdrawal request, you can expect to receive the funds in your bank account on the next working day.

 

When will I receive credit of funds for my withdrawal request if tomorrow is a bank holiday?

After placing the withdrawal request, you can expect the funds to be credited back to your account the following working day.

What is the withdrawable balance?

The withdrawable balance is the amount you can take out from your TradeJini account. It may vary from the net available funds displayed in the funds statement because funds from equity and F&O trades aren’t settled instantly. The exchanges typically take T+1 day to settle funds from selling equities and F&O trades to your TradeJini account before you can withdraw them. For example, if you sell call or put options in any asset, you might see credited funds in your account, but these funds can’t be withdrawn until the positions are squared off by the client and settled by the exchange.

 

Why is the fund withdrawal not instant in TradeJini?

Although funds deposited into your trading account are ready for immediate trading during the day, withdrawals can only be processed the next day. This delay is a result of the necessary end-of-day settlement and reconciliation processes.

Even if you’ve closed your positions on the same day, immediate withdrawals aren’t possible because Indian exchanges adhere to a rolling settlement cycle.

 

Why is the withdrawable balance negative?

Funds may show a negative balance for two reasons:
Overutilization of Margin: If you’ve exceeded your margin limit, it can lead to a negative balance. Make sure to monitor your margin usage and trade within your allocated limits.
Unsettled Margins: Negative balances may also occur if there are unsettled margins in your account. Reviewing your ledger statement from the back office can provide a detailed understanding of your transactions.
For a more comprehensive view, we recommend downloading your ledger statement. Here’s how:
Visit the “Reports” section under your user ID.
Click on “Funds” and proceed to download the statement.

Why is the payout amount less than what was requested?

The payout amount might be less than what you requested because you may have utilized some funds after making the withdrawal request. If this isn’t the case, please reach out to our support team for further assistance.

 

How to add funds to the TradeJini account using UPI?

How do I add funds to my TradeJini account using UPI?
Adding funds through UPI on CubePlus is quick and easy. Just follow these steps:
  1. Log in to CubePlus.
  2. Navigate to the “Funds” section.
  3. Select “Add Funds.”
  4. Enter the desired amount.
  5. Opt for UPI as your payment method.
  6. Input your UPI details.
  7. Click “Submit.”
  8. Open your UPI app, enter your UPI PIN, and authorize the transaction.

Your transfer is now completed successfully.

What are the different ways of transferring funds to the TradeJini account?

At TradeJini, we provide clients with two modes for transferring funds to TradeJini account.
1. UPI
2. Net Banking
Please Note: ₹10.8 will be charged as gateway fees while adding funds to your account if you use UPI mode of payment. To avoid this charge, please make sure you add TradeJini as a beneficiary in your bank account and use Net Banking to transfer the funds to your TradeJini account.
Below are the account details mentioned:
Account Name: TradeJini Financial Services Private Limited
ICICI Bank Account Number: JINI
(“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)
IFSC Code: ICIC0000104
Account Type: Current Account

How to transfer money to my TradeJini account using IMPS,NEFT or RTGS?

To fund your TradeJini account via IMPS, NEFT, or RTGS, follow these simple steps:
Add TradeJini as a Beneficiary:
Begin by adding TradeJini’s account as a beneficiary in your bank account. Use the following details:
Account Name: TradeJini Financial Services Private Limited
ICICI Bank Account Number: JINI
IFSC Code: ICIC0000104
Account Type: Current Account
Branch: CMS Branch, Mumbai
*Note: “JINI” is TradeJini’s virtual account number, consisting only of alphabets. Add this account as a payee in your bank account to transfer funds seamlessly.
Transfer Funds:
Once TradeJini is added as a beneficiary, open your bank account app, and initiate the transfer using IMPS, NEFT, or RTGS.
For IMPS, choose the IMPS option and follow the on-screen instructions.
For NEFT or RTGS, select the respective option and provide the necessary details.
This straightforward process ensures a hassle-free transfer of funds to your TradeJini account.

How to add funds using netbanking on CubePlus?

You can easily transfer funds directly from your Net Banking to your TradeJini account. Follow these simple steps to add TradeJini as a beneficiary:
Start by adding TradeJini’s account as a beneficiary in your account. Here are the details you’ll need:
Account Name: TradeJini Financial Services Private Limited
ICICI Bank Account Number: JINI
IFSC Code: ICIC0000104
Account Type: Current Account
Branch: CMS Branch, Mumbai
*Note: “JINI” is TradeJini’s virtual account number, consisting only of alphabets. Add this account as a payee in your bank account to transfer funds seamlessly.
Once you’ve added the account details:
Log in to CubePlus.
Navigate to the ‘Funds’ section.
Click on ‘Add Funds.’
Enter the required details.
Choose ‘Net Banking’ as your preferred mode.

How to add funds in TradeJini account if the UPI app is installed on a different device?

If your UPI app is installed on a different device, don’t worry – you can still seamlessly add funds to your TradeJini account. When initiating the fund transfer via UPI, ensure that you input the UPI ID connected to your primary account. Subsequently, you’ll receive a request on that UPI ID, which you need to approve to proceed with the payment.
For added convenience, consider adding TradeJini as a beneficiary in your UPI app. Here are the details you need to add TradeJini as a beneficiary:
Account Name: TradeJini Financial Services Private Limited
ICICI Bank Account Number: JINI (Please note that “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.)
IFSC Code: ICIC0000104
Account Type: Current Account
Branch: CMS Branch, Mumbai
By adding TradeJini as a beneficiary, you can save 10.82 rupees charged as a gateway fee while adding funds.

How to add funds to TradeJini using a cheque?

To add funds to your TradeJini account using a cheque, follow these simple steps:
Deposit your Cheque: Write a cheque payable to “TradeJini Financial Services Pvt Ltd.”
Visit ICICI Bank: Deposit the cheque at any ICICI Bank branch. Provide the necessary details for the transaction.
Keep a Copy: After depositing the cheque, ensure to keep a copy of the cheque and the deposit slip.
Send Us the Copy: Email us a scanned copy or clear photo of both the cheque and the deposit slip to help@TradeJini.com.
That’s it! Your funds will be credited to your TradeJini account once the cheque is processed.
——————————————————————————————
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
*Note: “JINI” is TradeJini’s virtual account number, consisting only of alphabets. Add this account as a payee in your bank account to transfer funds seamlessly.

What is a primary bank account?

Your primary account with TradeJini is the key bank account connected to your trading and demat account. When you open a trading and demat account with us, the bank proof you submit becomes your primary account. This primary bank account serves the dual purpose of facilitating both deposits into and withdrawals from your trading account.

 

How to change the primary bank account?

At TradeJini, ensuring the security of your financial information is our top priority. To modify your primary bank account, please fill out the Bank Modification Form (Link). Subsequently, send the hard copy of the form, along with all the necessary bank proofs, to the TradeJini office at the following address:

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

How to convert a secondary bank account into a primary bank account at TradeJini?

At TradeJini, ensuring the security of your financial information is our top priority. To modify your primary bank account, please fill out the Bank Modification Form (Link). Subsequently, send the hard copy of the form, along with all the necessary bank proofs, to the TradeJini office at the following address:

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

How do I link more than one bank account to my TradeJini account?

To link multiple bank accounts to your TradeJini account, kindly follow these steps:
Email us at help@TradeJini.com with the details of the additional bank accounts and your TradeJini user ID.
Ensure that the name of the bank account matches the user name of your demat ID. If there is a mismatch, the account linking process may fail.
Send the necessary information promptly to expedite the linking process.
Please note that failure to match the bank account name with the demat ID user name may result in unsuccessful linking.

What is a secondary bank account?

A secondary account is the account you use to deposit and withdraw funds for your demat account. It is termed “secondary” because it is the second account linked to the demat account, following the Primary account, which is the initial account added during the demat account opening process.

To add a secondary account in TradeJini, simply email us at help@TradeJini.com.

 

Can multiple bank accounts be linked to TradeJini account?

You can link up to three bank accounts with your TradeJini account. One of these will be your primary account, while the other two will serve as secondary accounts. Once added all the accounts can be used to add and withdraw the funds.

How to add a secondary bank account to a TradeJini account?

To add a secondary account in TradeJini, kindly follow the steps below:
Send an Email:
Write to us at help@TradeJini.com and attach the following documents in PDF format:
Account statement with the account holder’s name, account number, IFSC code, and bank name/logo. (If sending a physical printout, ensure it bears the original seal and signature from the bank.)

OR

A canceled cheque containing account holder name, account number, IFSC code, and bank name/logo.

OR

Passbook with the original seal and signature of the bank, including account holder name, account number, IFSC code, and bank name/logo.
Note: Ensure the secondary bank account details match the TradeJini user ID name. Please mention your TradeJini user ID in the email.

How to remove a secondary bank account linked to a TradeJini account?

To remove a secondary bank account from your TradeJini account, follow these simple steps:
Send an email from your registered email ID to help@TradeJini.com confirming your request to unlink the secondary bank account.
Once we receive your email, we will mark the secondary bank account as inactive. This ensures that it won’t be used for any future transactions.
It’s important to note that, due to regulatory mandates, we are required to retain the data for five years. While we can’t delete the information, marking the account as inactive ensures it won’t be actively used.
If you have any further questions or need assistance, please connect with our support team at 080-40204020 or write to us at help@TradeJini.com.

Can a current bank account be linked to a TradeJini account?

Certainly! Here’s the revised answer:

Yes, you can link your existing bank account to your TradeJini account.

Can joint bank accounts be linked with a TradeJini account?

Yes, you can link a joint bank account with your TradeJini account. To do this, we require a no-objection letter from the other account holder. Alternatively, if the mode of transaction mentioned in the passbook or bank statement is “either or survivor,” we can proceed with linking the joint account to your TradeJini account.

Why can’t bank account details be added or changed?

At TradeJini, ensuring the security of your financial information is our top priority. To modify your primary bank account, please fill out the Bank Modification Form (Link)(https://tradejini.com/wp-content/uploads/2023/09/5.Mod_TFSL_Bank_Mod.pdf ). Subsequently, send the hard copy of the form, along with all the necessary bank proofs, to the TradeJini office at the following address:

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

For changes to your secondary bank account details, kindly contact us via email at help@TradeJini.com. Our support team will guide you through the process and assist with any queries you may have.

Can a relative's bank account be linked to a TradeJini account?

No, it’s not possible to link a relative’s bank account to your TradeJini account. Each TradeJini account is designed to be connected only to the bank account of the account holder for security and regulatory compliance reasons.

Can an Overdraft (OD) bank account be linked with TradeJini?

No, an Overdraft (OD) bank account cannot be linked with TradeJini.

What types of bank accounts can be linked with TradeJini?

You can link both savings and current accounts with TradeJini. This flexibility allows you to choose the account that suits your trading preferences and financial needs. If you have any specific questions about linking a particular bank.

What does "Delayed payment charges" entry on the funds statement mean?

Cash Requirement for F&O:
Exchanges mandate that 50% of the margin for F&O positions must be in cash or cash equivalent collateral.
The remaining 50% can be in non-cash collateral margin.
Delayed Payment Charge:
If there’s a shortfall in the cash margin requirement for overnight positions and it’s funded by non-cash collateral, a delayed payment charge of 0.035% per day applies on the cash margin shortfall.

What do these funds statement entries mean?

Net settlement for Equity with settlement number:
This reflects the amount either to be credited or debited from your account for settling equity trades.
F&O Obligation Amount:
This indicates the profit or loss from daily equity F&O trades, including the premium credited or debited for buying and selling options. and also MTM credit and debit for futures positions.
Currency Obligation Amount:
This shows the profit or loss from daily currency F&O trades, along with the premium credited or debited for buying and selling currency options. and also MTM credit and debit for futures positions.
Span and exposure margin blocked for segments:
This represents the SPAN and exposure margin blocked by the exchange for F&O positions, ensuring readiness for the next trading day.
Span and exposure Margin Reversal:
This entry reverses the Span and exposure margin blocked for the previous trading day.
DP charges:
These are charges by the depository (CDSL) and depository participant (TradeJini) for debiting shares sold from the demat account. The fee, ₹14.5 + 18% GST, is applied per debit, regardless of the quantity.
Funds auto-settled to the primary bank account with reference number value:
This entry signifies the automatic transfer of funds from your TradeJini account to your primary bank account, either as part of the quarterly settlement or a running account settlement.

How to view or download the funds statement?

To view or download your historical F&O positions on CubePlus, follow these simple steps:
Log in to CubePlus.
Navigate to your User ID.
Click on “Reports.”
Choose the “Ledger” option from the available tabs (4th Option).
Select the dates for the period you want to view/download the funds statements.
Click on Submit.

How to understand the net settlement on the funds statement when trading equity delivery?

The net settlement amount in the funds statement represents the amount you owe or are owed from equity trades after charges have been deducted.

 

Why is the balance in the funds statement displayed as negative?

The TradeJini account balance might appear as negative due to a few reasons:
Utilization of Collateral Margin: The funds statement doesn’t include collateral margin obtained by pledging securities. If this margin is used for positions and there’s an inadequacy in other funds, it could lead to a negative balance.
Daily Marked-to-Market (M2M) Losses: If you’re holding futures positions, daily losses are settled, and the amount is deducted from your available free cash balance, not from SPAN or Exposure margins. Insufficient funds to cover these losses can result in a negative balance.
Charges: Your account balance may go negative if there aren’t enough funds to cover Annual Maintenance charges, DP charges, and other deductions from the account.

When shares are pledged and collateral margin is received, a debit balance is reflected in the funds statement. Are there any delayed charges associated with this debit balance?

Why Pledge?
Users with limited cash margins can leverage their holdings in stocks, ETFs, and mutual funds. This allows them to avoid missing trading opportunities on CubePlus.
Pledging Process:
Users pledge shares/ETFs, undergoing a % deduction known as a haircut. The resultant collateral margins are available for Equity Intraday trading and futures & options writing (equity and currency F&O).
Usage and Limitations:
Collateral margins are subject to adjustment for price variations at the end of each trading day. They cannot be used for trading commodity futures and options.
Clearing Negative Balances:
Collateral margins remain inactive until negative balances are cleared.
Calculation and Addition:
Collateral amount is calculated from the previous closing price of securities after a haircut. This amount is added to the total margin available on CubePlus.
Cash Requirement for F&O:
Exchanges mandate that 50% of the margin for F&O positions must be in cash or cash equivalent collateral. The remaining 50% can be in non-cash collateral margin.
Delayed Payment Charge:
If there’s a shortfall in the cash margin requirement for overnight positions and it’s funded by non-cash collateral, a delayed payment charge of 0.035% per day applies on the cash margin shortfall.

How to view the bank account details linked with TradeJini?

On Mobile:
Step Action
1 Log in to CubePlus.
2 Tap on “More.”
3 Select “Account.”
4 Choose “Reports.”
5 Click on “Profile.”
6 Scroll down to find your bank details.
On Web:
Step Action
1 Log in to CubePlus.
2 Click on your User ID.
3 Navigate to “Reports.”
4 Select “Profile.”
5 Look for your Bank details.

How to update the income details for the TradeJini account?

To update your income details, simply reach out to us at help@TradeJini.com. Our support team will guide you through the process and ensure your information is updated accurately.

How can the TradeJini account password be reset without having access to the linked mobile number and email ID?

If you’ve lost access to your linked mobile number and email ID, no worries! Follow these simple steps to reset your TradeJini account password:
1. Download the account modification form here. (https://tradejini.com/wp-content/uploads/2023/09/Mod_TFSL_Mod_ExcptBank.pdf)
2. Fill in the form with your existing details and provide the new details that need to be updated.
3. Reach out to our support team for further assistance.

Where can the submitted documents be checked while opening an account?

When you open an account with TradeJini, you can review the submitted documents in two convenient ways. Firstly, during the account opening process, you have the option to download the soft copy of the application. Additionally, all the details you’ve submitted will be available in your welcome email. In case you’ve misplaced the email or haven’t downloaded the form, please reach out to us at help@TradeJini.com for assistance.

Why did TradeJini send an email requesting the income proof to be updated?

TradeJini has sent an email asking you to update your financial information, specifically your Annual Income and Net Worth. This is because the income you’ve declared does not align with the funds in your trading account. To comply with this request, please provide one of the following documents:

Latest salary slip
Copy of ITR acknowledgment
Copy of Form 16 (applicable for salary income)
Self-declared Net worth

 

How to vote on shareholder proposals through TradeJini?

To cast your vote on shareholder proposals through TradeJini, please follow the
link

Visit the following link: https://evoting.cdslindia.com/Evoting/EVotingLogin

 

What is Sparc?

The Quarterly Settlement, also known as the Running Account Settlement, is a feature within the TradeJini back office where you can review and manage various aspects of your trading profile. Here’s an overview of the key sections:
Profile and Details:
Cash Equity
Derivative
Currency Derivative
Commodity Derivative
External Entry
Margin Pledge
Corporate Action
DP Details:
DP Holding
DP Profile
DP Transaction
Register of Securities
DP Bill
DIS Book Request
Reports:
Ledger
Trade Registry
Contract Note
P&L Report
Tax P&L Report
Global Report
Funds:
Fund Transfer
Fund Transfer Details
File Upload
Profile:
Profile Change: Personal Profile, Contact Details, Depository, Bank Account Details Edit, Nominee Details, Score And Broker Details
TPIN/Password
Change Password
Change TPIN
Referrals:
Add Referral
My Wallet
Circulars:
External Entry
Post External Trades
External Holdings

What is a quarterly settlement or running account settlement?

At TradeJini, in accordance with SEBI’s circular, we facilitate the transfer of funds from the trading account back to the client’s bank account once every quarter. This process, known as quarterly settlement of funds or running account settlement, ensures that any unused funds are promptly returned to the primary bank account.

What is a retention statement?

A retention statement involves withholding a designated sum on the settlement date to safeguard against margin requirements for active positions and any pending bills. In these instances, we reserve a specific amount to address margin necessities and outstanding bills. Clients receive an email containing comprehensive details and the rationale behind the retention of the statement.

How to download contract notes?

Mobile:
Open CubePlus and log in.
Tap on “More” and select “Accounts.”
Navigate to “Reports” and click on “Reports” again in Sparc.
Choose “Contract Note.”
Enter the desired date and proceed to download the contract note.
Web:
Access CubePlus on your web browser and log in.
Click on your User ID and select “Reports.”
Choose “Reports” again in Sparc.
Opt for “Contract Note.”
Enter the relevant date and initiate the download of the contract note.
You’ll find options to either view or download it. Choose the one that suits your requirement.

What is a contract note?

Contract Note:
A contract note is an official record summarizing all trades conducted on a specific day, serving as legal proof for transactions in both offline and online trading. When we talk about a contract note at TradeJini, it encompasses several key details:
Order Details: The order number and the quantity of the trade executed.
Trade Execution Information: The order time and the execution time of the trade.
Security Information: The name and symbol of the traded security.
Action Type: Specifies whether the action involves selling or buying shares/assets.
Trade Type: Indicates the nature of the trade, distinguishing between intraday or delivery.
Price and Quantity: Includes the price of the trade along with the quantity traded.
Charges Incurred: Outlines any charges applied, such as brokerage fees and other relevant charges.
Net Amount: Displays the net amount resulting from the trade, indicating whether it is payable or receivable.
In essence, a contract note provides a comprehensive snapshot of your trading activities for the day.

How to view contract note?

Mobile:
Open CubePlus and log in.
Tap on “More” and select “Accounts.”
Navigate to “Reports” and click on “Reports” again in Sparc.
Choose “Contract Note.”
Enter the desired date and proceed to download the contract note.
Web:
Access CubePlus on your web browser and log in.
Click on your User ID and select “Reports.”
Choose “Reports” again in Sparc.
Opt for “Contract Note.”
Enter the relevant date and initiate the download of the contract note.
You’ll find options to either view or download it. Choose the one that suits your requirement.

Are the F&O positions settled on the exchange on the expiry day displayed on the contract notes?

Yes, F&O positions settled on the exchange on the expiry day are indeed displayed on the contract notes.

How to view or download the profit and loss report?

Mobile:
Open CubePlus and log in.
Tap on “More” and select “Accounts.”
Navigate to “Reports” and click on “Reports” again in Sparc.
Choose “P&L report”
Enter the desired date and proceed to download.
Web:
Access CubePlus on your web browser and log in.
Click on your User ID and select “Reports.”
Choose “Reports” again in Sparc.
Opt for “P&L report”
Enter the relevant date and initiate the download.

How to get the trade and P&L reports for a period before FY 2017-18?

Details in TradeJini Back Office (Sparc)
Mobile:
Open CubePlus and log in.
Tap on “More” and select “Accounts.”
Navigate to “Reports” and click on “Reports” again in Sparc.
Choose “P&L report.”
Enter the desired date and proceed to download the P&L report.
Web:
Access CubePlus on your web browser and log in.
Click on your User ID and select “Reports.”
Choose “Reports” again in Sparc.
Opt for “P&L report.”
Enter the relevant date and initiate the download of the P&L report.

What does the profit and loss heat-map on Sparc represent?

The profit and loss heat-map on CubePlus represents the number of trades conducted throughout the day. The color gradient indicates the intensity of trading activity. Yellow indicates a relatively small number of trades, while moving towards deep red indicating the day with the maximum number of trades.

What do 'Other credits & debits' in the Sparc P&L report mean?

Other Credits & Debits in the CubePlus P&L Report
Call and Trades Charges: Fees associated with placing orders over the phone.
Payment Gateway Charges: Charges related to the use of payment gateways for transactions.
Penalties: Fees imposed as a result of any violations or penalties incurred during trading.
DP Charges: Charges associated with Depository Participant services.

What could be the reason for a profit and loss report to appear incorrect?

Situations Leading to Inaccuracies in the Profit and Loss Report
Corporate Actions: Changes resulting from corporate actions such as Bonus, Splits, Rights issue, Merger, Spin-Offs, Buyback, etc., can impact the accuracy of the P&L.
Incorrect Quantities for Off-Market Transfers and IPOs: Discrepancies in the quantities entered for off-market share transfers and IPOs can lead to inaccuracies in the Profit and Loss statement.
Short Delivery/Auction Scenarios: In cases of short delivery or auction scenarios, where the actual delivery falls short or involves auctioning, the P&L report may be affected.

How to download the tax P&L or capital gains statement at TradeJini?

Mobile:
Open CubePlus and log in.
Tap on “More” and select “Accounts.”
Navigate to “Reports” and click on “Reports” again in Sparc.
Choose “Tax P&L report”
Enter the desired date and proceed to download the contract note.
Web:
Access CubePlus on your web browser and log in.
Click on your User ID and select “Reports.”
Choose “Reports” again in Sparc.
Opt for “Tax P&L report”
Enter the relevant date and initiate the download.

What is an Annual Information Statement (AIS) ?

The Annual Information Statement (AIS) is a document that offers a comprehensive overview of the prepaid taxes and specified financial transactions undertaken by a taxpayer during a specific financial year. To access your AIS information, simply log into your income-tax e-filing account.

Where can the holding period of investments and the tax liability based on the grandfather clause of LTCG be found?

Tax P&L Reports are based on the grandfather clause in TradeJini.
Mobile:
Open CubePlus and log in.
Tap on “More” and select “Accounts.”
Navigate to “Reports” and click on “Reports” again in Sparc.
Choose “Tax P&L report”
Enter the desired date and proceed to download the report.
Web:
Access CubePlus on your web browser and log in.
Click on your User ID and select “Reports.”
Choose “Reports” again in Sparc.
Opt for “Tax P&L report”
Enter the relevant date and initiate the download.

What is tax loss harvesting?

Tax-loss harvesting is a smart strategy aimed at minimizing taxes on your capital gains. In simple terms, it involves selling an investment that has experienced a loss. By doing this, investors can strategically offset or reduce their taxable income from capital gains. The idea is to “harvest” losses to optimize your overall tax position.

Where can the trades that are taken for a particular period be seen?

Mobile:
Open CubePlus and log in.
Tap on “More” and select “Accounts.”
Navigate to “Reports” and click on “Reports” again in Sparc.
Choose “Contract Note.”
Enter the desired date and proceed to download the contract note.
Web:
Access CubePlus on your web browser and log in.
Click on your User ID and select “Reports.”
Choose “Reports” again in Sparc.
Opt for “Contract Note.”
Enter the relevant date and initiate the download of the contract note.
You’ll find options to either view or download it. Choose the one that suits your requirement.

What is Verified P&L and how to use it?

Verified P&L on CubePlus
Log in to CubePlus.
Click on your User ID.
Navigate to ‘Reports.’
Select ‘Reports in Back Office (Sparc).’
Choose ‘P&L Report.’
Specify the date range and click ‘Submit.’
Click on ‘Share P&L.’
Choose between ‘Detailed’ or ‘Summary.’
Opt for ‘Name Masked’ or ‘Full Name.’
Fill in details for ‘Days till last trading day.’
Click on ‘Generate Link.’
Copy the link and share it as needed.

Are any physical documents sent by TradeJinivia mail or courier?

TradeJini typically doesn’t send physical documents by default. However, if a client specifically requests a document, such as physical or digital annual reports, they can easily do so by contacting us at help@TradeJini.com. In the event that an email for the contract note bounces, we will send it offline. Please note that a fee of ₹50 + GST 18% will be charged to the client for this service.

How to convert Console reports to PDFs?

You don’t need to convert. We provide the flexibility to download reports in both CSV (Excel) and PDF formats. Simply download according to your preference.

To know more, please connect with our support team on 080-40204020 or write to us at help@TradeJini.com.

Can TradeJiniprovide reports in either softcopy or hardcopy format with a seal and signature?

Yes, TradeJini can provide reports in either softcopy or hardcopy format upon client request. Please be aware that for hardcopy reports, there is an associated charge of ₹100 plus GST at 18%.

 

Why did CDSL or NSDL deposit money to my bank account?

Depositories (CDSL) Credit Money to Your Bank Account
Interest on Sovereign Gold Bond (SGB):
SGBs earn a fixed yearly interest rate of 2.50%. This interest is deposited twice annually into your bank account. You’ll receive an email notification from TradeJini regarding this.
Dividends:
If you own stocks that pay dividends, the depository credits the dividend amount directly to your linked bank account.
Corporate Actions (e.g., Bonus Issues or Stock Splits):
During events like bonus issues or stock splits, you may receive money in your bank account instead of fractional shares. This is known as partial entitlement, and you’ll be notified accordingly.
Interest from State Development Loans (SDL):
Depositories credit interest received from State Development Loans to your bank account.

What is TradeJini’s referral programme, and what are its benefits?

To discover more about our referral program, kindly click here (https://tradejini.com/referral-calculator/#/referral-calculator ).

Will I get any benefit if I refer TradeJinito my friends and family?

TradeJini’s referral Program is an engaging initiative designed for our clients to earn a passive income effortlessly. Simply refer your acquaintances, friends, and family to join TradeJini, and you can enjoy a continuous stream of income. The referring client receives a remarkable 10% of the brokerage paid by the referred client on a perpetual basis – yes, you heard it right, on a PERPETUAL BASIS. Importantly, there are no obligations, strings attached, or follow-up actions required from the referring client. It’s as straightforward as it sounds!

How to withdraw referral earnings?

To withdraw referral earnings from TradeJini, ensure that your minimum available balance is above 2000. If you encounter any issues or need further assistance,

 

How does the referral wallet work?

Referral Program Details
Referral Rewards:
Referring friends or family members to TradeJini through your unique referral link can be rewarding! When someone opens an account using your link, our system associates that account with yours. As a thank you, you’ll receive a 10% share of the brokerage generated from the account linked under you.
Example:
If your referred friend conducts 10 trades with a total brokerage of ₹200 (10 trades x ₹20 brokerage per trade), you will receive ₹20 in your referral wallet (10% of ₹200). You can withdraw funds from your wallet once it reaches ₹2,000 or more.
How to Track Your Referral Wallet and Mapped Accounts:
Mobile:
1. Log in to CubePlus.
2. Tap on “More” and select “Referrals.”
3. To see the accounts mapped under you, click on “Approved” under the client list. For your wallet balance, simply click on “My Wallet.”
Web:
1. Log in to CubePlus.
2. Click on your User ID.
3. Navigate to the “Reports” section.
4. Select “Referrals” to view your referral-related details.
5. To see the accounts mapped under you, click on “Approved” under the client list. For your wallet balance, simply click on “My Wallet.”

When does the referral wallet get updated?

The referral wallet gets updated at the end of the day.

Do the reward points expire?

No, reward points do not expire at TradeJini.

How to become a TradeJini Partner?

To become a TradeJini Partner please write us on help@TradeJini.com or call us on 080-40204020

How to refer friends and family members?

How to Refer Friends and Family to TradeJini
Referring your friends and family to TradeJini is quick and easy. Follow these simple steps:
Visit the TradeJini Website:
Go to the TradeJini website through this link. (https://tradejini.com/referral-calculator/#/referral-calculator ). Scroll down to the “Invite friends to TradeJini” section, where you’ll find two options.
a. Provide Referral Details:
Fill in the required details, including your name, mobile number, email ID, and your TradeJini client code. Click the submit button. Once you’ve provided these details, we will get in touch with your referrals. After they complete the e-KYC process, we’ll seamlessly map them under your user ID.
b. Generate Referral Link:
Enter your user ID and click on “generate link.” Copy the link and share it with your friends and family you wish to refer.

Why are withdrawal requests not being processed under the brokerage sharing program even with 5 referrals and ₹1000 in the wallet?

To withdraw referral earnings from TradeJini, ensure that your minimum available balance is above ₹2000.

How to apply for an IPO?

How to Apply for an IPO on CubePlus
On CubePlus Web:
1. Log in to your CubePlus Web account.
2. Locate and click on your User ID.
3. Navigate to the IPO section.
4. Find a list of ongoing IPOs, including details like Symbol name, ISIN, Start Date, End Date, Price range, and Minimum quantity.
5. To apply:
a. Click on “Apply.”
b. Fill in the necessary details.
c. Select the category from the dropdown menu.
d. Enter your UPI ID.
e. Specify the price or click on “cut-off.”
f. Click “Submit.”
6. That’s it! Your IPO application is now submitted.
On Mobile:
1. Log in to CubePlus.
2. Click on “More.”
3. Select “IPO” and follow the same steps as mentioned above.

How to place bids in the IPO application?

How to Apply for an IPO on CubePlus
On CubePlus Web:
1. Log in to your CubePlus Web account.
2. Locate and click on your User ID.
3. Navigate to the IPO section.
4. Find a list of ongoing IPOs, including details like Symbol name, ISIN, Start Date, End Date, Price range, and Minimum quantity.
5. To apply:
a. Click on “Apply.”
b. Fill in the necessary details.
c. Select the category from the dropdown menu.
d. Enter your UPI ID.
e. Specify the price or click on “cut-off.”
f. Click “Submit.”
6. That’s it! Your IPO application is now submitted.
On Mobile:
1. Log in to CubePlus.
2. Click on “More.”
3. Select “IPO” and follow the same steps as mentioned above.

Is it possible to apply for an IPO without using UPI?

1. Is it possible to apply for an IPO without using UPI?

Certainly! You can apply for an IPO using the net banking ASBA service provided by your bank, eliminating the need for UPI.

2. What is a Demat ID, and how can I find it on CubePlus?

Your Demat ID, a unique 16-digit number identifying your demat account, can be easily located on CubePlus:

Log in to CubePlus and go to User ID.
Click on Reports.
Navigate to DP and then DP Profile.
Scroll down to POA.
Your DP Client ID is displayed there.

How to pre-apply for an IPO?

In India there is nothing like a Pre-apply for an IPO – some intermediaries providing it is only that they are storing the details of the Bid before the IPO opens and push the data as and when the IPO opens with no special treatment.

How to apply for an IPO in the existing shareholder / Employee / Policy Holder category?

When applying for an IPO, after clicking “Apply” button simply select the relavant investor type from the dropdown menu. Wherever applicable you’ll find the “Individual investor / existing shareholder / Employee/ Policy Holder” options in the drop down menu. However kindly note that when there is only one option is available it will get auto selected and drop down menu will not appear.

Is it possible to apply for an IPO in both the shareholder and retail categories through TradeJini?

Yes, you can apply for an IPO in both the shareholder and retail categories through TradeJini. Our platform offers the flexibility to participate in various IPO categories, providing you with seamless access to investment opportunities.

 

Can an IPO be applied for in the HNI category?

Certainly,

Yes, high net worth individuals (HNIs) have the option to apply for an IPO through TradeJini.

What is Real Estate Investment Trust (REIT), and how to invest in REIT IPOs using UPI?

REIT is like a company that owns and operates income generating real estate. Like Mutual Funds, REITs pool capital from numerous investors to invest in commercial properties. In return investors receive Income in the form of dividend & interest at regular intervals.
Applying in REIT IPO is same as any other IPO and is available on Cube Plus IPO module

How to modify the bids in the IPO application?

To modify your bids in the IPO application on CubePlus Web, follow these steps:
On CubePlus Web:

Log in to your CubePlus Web account.
Locate and click on your User ID.
Navigate to the IPO section.
Click on “History.”
Find the IPO application you want to modify and click on “Modify.”
Adjust your bids as per your needs.
Click on “Save.”
Your IPO application is now modified.

On Mobile:

Log in to CubePlus.
Click on “More.”
Select “IPO” and follow the same steps as mentioned above.

Can applications for SME IPOs be submitted through Tradejini?

Yes like main board IPO's SME IPO's are allowed on cube Plus

When can IPO orders be placed on TradeJini?

IPO orders on TradeJini can be placed during the offer period from 10 am to 5 pm. This is your window to participate in exciting investment opportunities.

How to apply for an IPO in the existing shareholder category?

When applying for an IPO, simply navigate to the dropdown menu, where you’ll find the “existing shareholder” option. Choose this option, and follow the prompts to complete the application process.

How to Modify, withdraw or delete an IPO application?

To modify or cancel your bids in the IPO application on CubePlus, just follow these simple steps:
On CubePlus Web:

Log in to your CubePlus Web account.
Find and click on your User ID.
Go to the IPO section.
Click on “IPO Orders.”
Locate the IPO application you want to modify and click on “Modify/Cancel.”
Adjust your bids as needed. Click on “Save.”
Congratulations! Your IPO application is now modified/cancelled.

On Mobile:

Log in to CubePlus.
Tap on “User ID.”
Select “IPO” and follow the same steps as mentioned above.

Why has the blocked amount not changed when the IPO bid was modified?

In case your IPO application Modification is not accepted the blocked amount does not change. In all other cases a fresh authorisation request will be sent to change the blocked amount as per modified bid details

Why is there a delay in receiving the IPO mandate on the UPI app?

The delay is on the Exchange’s side. For further assistance, please reach out to us at help@TradeJini.com.

How to accept the IPO mandate on Phonepe?

After applying for an IPO using the TradeJini CubePlus app, you’ll receive a notification to your mandate. In case you miss the notification, follow these steps:
Open the Phonepe app.

Tap on the bell icon to view notifications.
Locate the IPO mandate notification and select “Accept.”
Validate the application by entering your UPI PIN.
Double-check the IPO application number by referring to your registered email ID.

How to find the IPO mandate on BHIM app?

To locate and accept the mandate on the CubePlus app, follow these steps:
Open the CubePlus app and tap on the IPO section to view active and pending mandates.

Select “Proceed.”
Verify the application number and click on “Approve.”

What happens after a bid for an IPO is placed?

Bid Submission: Once you place a bid, it’s sent to the exchange.
Bank Interaction: The exchange forwards the bid to the bank through the National Payments Corporation of India (NPCI). Here, the UPI app is used to request the mandate.
UPI Mandate Approval: Upon approval of the UPI mandate, your IPO application is considered complete.
Application Assessment: The company’s registrar evaluates your application during the share allotment process.
Share Allotment: If shares are assigned, they’ll be credited to your demat account one or two days before the listing date.
Non-Allotment Refund: In case shares are not allotted, the invested amount is refunded back to your bank account.

How to find the IPO mandate on Google Pay?

Access Your Profile:
Click on the profile option located at the top-right corner of the home screen.
Locate Mandates:
Scroll down to find the Mandates section.
Check the Pending Column:
In the Mandates section, look for your IPO mandate in the Pending column.
Authorize the Mandate:
Click on the mandate to authorize it.
Proceed by entering your UPI PIN:
Validate the IPO application.
Verify Application Number:
Confirm your IPO application number by checking your registered email ID.
Track Mandate Approval:
Once authorized, track the status in the Live column within Mandates.
Still Haven’t Received UPI Mandate?
If the UPI mandate is not received, reach out to NPCI at ipo.upi@npci.org.in with your application number.

How to create a BHIM UPI ID?

Yes, you can create a BHIM UPI ID if your bank account is linked to a mobile number and has a debit card associated with it. Simply download the app from either the Play Store or the App Store to get started.

 

Who can apply for an IPO using the UPI ASBA route?

Any individual investor looking to apply for an IPO with an application value of less than ₹5 lakhs can use the UPI ASBA route. If you fall under the HNI (High Net-worth Individual) category, specifically for IPO applications ranging from ₹2 lakhs to ₹5 lakhs, UPI is the preferred method. For amounts up to ₹5 lakhs, UPI can be utilized, while for amounts exceeding ₹5 lakhs, it’s recommended to use ASBA.

Can IPO bids be placed only through the UPI ID linked to the primary bank account at TradeJini?

Yes, you can place IPO bids through any bank account linked to your TradeJini account. This includes both primary and secondary bank accounts.

Which apps or banks currently support IPO applications through UPI ASBA?

To check please follow the link mentioned below:

https://www.npci.org.in/what-we-do/ipo/live-partners

Why are some UPI handles not shown on the TradeJiniIPO window?

IPO bids are exclusive to UPI apps and handles affiliated with banks supporting IPO applications. Verify the list of participating apps and banks for UPI IPO applications at npci.org.in/what-we-do/ipo/live-partners.

 

What is ASBA?

ASBA, or Application Supported by Blocked Amount, is a streamlined IPO application process mandated by SEBI. This method involves authorizing the blocking of application funds in your bank account for subscribing to an IPO. The blocked amount remains inaccessible for any other use, but you continue to earn interest on it.

For non-retail investors looking to invest in an IPO, applying through ASBA is compulsory. When you opt for ASBA, the funds are debited from your bank account only if your application is successfully allotted. In case your application is not selected or the IPO issue is withdrawn, the blocked amount is promptly refunded to your bank account.

Since 2016, SEBI has made it mandatory to fill out an ASBA form for IPO investments.

Are there any charges to apply for an IPO?

No, there are no charges to apply for an IPO with TradeJini.

What are Registrar and Transfer agents (RTA)?

Registrar and Transfer Agents (RTA) play a crucial role in managing share-related activities for publicly issued companies. Here’s a breakdown of their functions:
Application Handling:
RTAs collect applications from investors for various share issues.
Record Keeping:
They maintain accurate records of applications and funds received from investors or paid to sellers of securities.
Corporate Assistance:
RTAs assist the corporate body in:
a. Determining the basis of allotment of securities in consultation with the stock exchange.
b. Finalizing the list of individuals entitled to the allotment.
c. Processing and dispatching allotment letters, refund orders, certificates, and other relevant documents related to an issue.
Details on NSE and BSE:
Information about a company’s RTAs is available on both NSE and BSE platforms.

When are funds unblocked if the IPO was not allotted?

Your funds will be unblocked post the share allotment process. However, note that specific banks may release the funds only after the mandate end date.

What does cut-off price mean?

The cut-off price is the designated price at which shares are assigned to investors. It holds a crucial role in determining the right price and assessing demand during a book-building issue, commonly used instead of a fixed price mechanism.

In a book-building scenario, the company outlines a price band or floor price in its prospectus. The final discovered price, falling within this range or exceeding the floor price, is referred to as the ‘Cut-off’ price. This helps in understanding investor demand and aids in setting the most appropriate price for the offering.

Why are the shares credited for an IPO bid not visible on CubePlus even after receiving confirmation from CDSL?

On the listing day, the shares will be credited to your demat account. To verify, please check your DP holding on CubePlus by following these steps:
Log in to CubePlus.
Navigate to Reports.
Click on DP, and then select DP Holdings.
Your IPO shares should be visible there.

Why is the IPO allotment status not available on the RTA's portal?

Once you’ve submitted your IPO application, TradeJini forwards it to the Sponsor bank responsible for the issue. The bank then sends a mandate request to the CubePlus app to block funds. After the IPO window closes, the Registrar (RTA) carefully verifies all applications to allocate shares and publishes the records on their website.
At times, the RTAs may not display unallotted applications on their portal, and instead, you might encounter one of the following errors:
No Records Found
PAN Not Found
Bid Not Found
To check the application or mandate status with the application number, you can verify it one day after the bidding date by visiting ipobidverify.nseindia.com/products/dynaContent/equities/ipos/ipo_login.jsp.

What is IPO subscription data, and where can it be found?

What is IPO subscription data, and where can it be found?
IPO subscription data refers to the number of shares that investors bid for during the IPO subscription period. This data is regularly published by the stock exchanges where the IPO is listed, indicating the demand for the IPO. It is tracked separately for each investor category (Institutional, Non-Institutional, Retail, etc.) and is available in real-time on the stock exchanges’ websites.
To check the bids placed on TradeJini (NSE), follow these steps:
Visit TradeJini.com/market-data/all-upcoming-issues-ipo.
Select the IPO.
Click on TradeJini Bid Details or Consolidated Bid Details from the drop-down menu under Category.
To check the bids placed on TradeJini (BSE), follow these steps:
Visit TradeJini.com/publicissue.html.
Select the IPO.
Click on TradeJini Bid Details or Cumulative Bid Details.

How does the allotment process work if the IPO is oversubscribed?

When an IPO is oversubscribed, meaning there are more applications than available shares. In this situation, registrar conducts a lottery to fairly distribute the shares among the applicants. This ensures transparency and equal opportunities for everyone involved in the IPO application process.

 

Where can the purchased shares be seen on sprac?

You can easily check your holdings in TradeJini at two different locations:
Under Holdings in CubePlus App:
Access your CubePlus app and navigate to the “Holdings” section. Here, you’ll find a detailed overview of the shares you’ve purchased.
In Back Office – Sparc:
To view your holdings in the Back Office, follow these steps:
Web:
Click on your User ID. Then, select “Reports” and choose “DP Holding.”
Mobile:
Tap on “More.” Select “Reports” and then go to “DP Holding.”

Why are my purchased shares not showing up on CubePlus and Back Office – Sprac?

Shares may not be displaying in your TradeJini account (on CubePlus or TradeJini Back Office – Sprac) for various reasons. Here’s a breakdown:
Delisting of shares:
Reason: Stocks disabled from trading by the exchanges won’t appear on CubePlus. However, they can still be viewed in your portfolio on DP Holding – Sprac.
Short delivery:
Reason: Sometimes, the exchange is unable to deliver the purchased shares to your demat account due to short delivery.
Stock split:
Reason: After a stock split, it takes up to 1 trading day for the shares to be credited to your demat account.
Trade-to-Trade stocks (T2T):
Reason: T2T stocks won’t be visible in your holdings until the settlement date or T+1 day.
Shares transferred or gifted:
Reason: Upon transferring or gifting of shares, they won’t immediately appear on CubePlus or Back Office – Sprac.
Suspended stocks:
Reason: Stocks suspended from trading by the exchanges won’t be visible on CubePlus but can be found under DP holding in the Back Office.
Graded Surveillance Measure (GSM) Stage 3 and above:
Reason: Stocks categorized as GSM Stage 3 and above won’t be visible on CubePlus but can be viewed under DP holding in the Back Office.
Quantity freeze by statutory bodies:
Reason: Stocks frozen by regulatory bodies like SEBI, exchanges, or the income-tax department won’t be visible on CubePlus but can be found under DP holding in the Back Office.

Why is the buy average price of some purchased shares incorrect?

The purchase average may appear incorrect due to corporate actions such as bonuses, splits, rights issues, de-mergers, mergers, etc. These events can impact the accuracy of the buy average.

How to track the dividends of the stock holdings?

To track the dividends of your stock holdings, you can easily check your bank statement. Dividend payments are directly credited to your linked bank account, and you’ll find a corresponding entry in your statement reflecting the dividend amount received.

Why are the bonus shares not visible in the holdings even though the company has issued it?

It typically takes 15 working days for the bonus shares to be credited. You can check for them in your DP holding, and a confirmation email from CDSL will be sent once the shares are credited to your account.

Why are split shares not visible in the holdings?

When a stock undergoes a split, it can take up to two working days from the ex-date/record date for the new shares to be credited to your demat account. During this period, they won’t be visible in your holdings. The P&L might temporarily reflect an artificial decrease in profits or an increase in losses until the new shares are credited. Rest assured, this will be automatically adjusted once the shares are credited. If, however, the split shares haven’t been credited after two days from the record date, please get in touch with our support team.

What are Sovereign Gold Bonds (SGBs)?

Sovereign Gold Bonds (SGBs) are government-backed securities that represent a certain amount of gold, measured in grams. These bonds offer a convenient alternative to holding physical gold. To acquire SGBs, investors need to pay the specified issue price in cash. When the bonds reach maturity, they are redeemed in cash. It’s important to note that these bonds are issued by the Reserve Bank on behalf of the Government of India

Is it possible to encash the Sovereign Gold Bond (SGB) at any time, including through premature redemption?

Yes, it is possible to encash Sovereign Gold Bonds (SGB) at any time, including through premature redemption. TradeJini allows you to sell your SGB units in the secondary market. Simply place a sell order for your SGB units, which are listed in the secondary market. This gives you the flexibility to encash your investment when you choose to.

 

How is the buy average affected when shares from holdings are sold and bought back on the same day?

The buy average remains unaffected when shares from holdings are sold and bought back on the same day. Intraday trades involving shares from your holdings are treated as separate transactions, and the buy average calculation doesn’t consider them. This is because the shares don’t physically move in or out of the demat account during intraday trading.

 

Where does the maturity amount get credited once the Sovereign Gold Bond(SGB) matures?

When your Sovereign Gold Bond (SGB) matures, the maturity amount will be credited to the bank account linked to your demat account. This ensures a seamless and convenient process for receiving your funds.

 

Where can the certificate of holding for SGBs be obtained?

If you’ve applied for Sovereign Gold Bonds (SGBs) through TradeJini, you can easily access your certificate of holding in your Demat account. It’s conveniently available online for your reference. If you applied through a bank, you will receive a physical certificate. For TradeJini users, check your Demat account for quick access.

 

What is a holding report and how to download it?

A holding report provides a snapshot of the number of securities held in your portfolio as of a particular date.
To download the holding report, follow these simple steps:
Log in to CubePlus.
Click on your User ID and navigate to the “Report” section.
Choose “DP” and then click on “DP Holding.”
On the left side, you’ll find the option to download the Holding report in either Excel or PDF format.

What would be the buy average if T2T stocks are sold from the holdings and bought again on the same day?

The buy average remains unaffected when shares from holdings are sold and bought back on the same day. Intraday trades involving shares from your holdings are treated as separate transactions, and the buy average calculation doesn’t consider them. This is because the shares don’t physically move in or out of the demat account during intraday trading.

Also Read: Trade to Trade Stock Segment: T2T Stocks Meaning, Their Advantages & Trading Tips

How to update the buy average on Sparc?

To update the buying average on CubePlus, follow these steps:
Log in to CubePlus.
Click on your User ID.
Navigate to Reports.
Select Portfolio.
Click on External Entries.
Search for the stock name and fill in the details.

How is the buy average calculated in Sparc?

The calculation of the buy average price follows the First In, First Out (FIFO) method. This means that the shares that were bought first are considered to be sold first from your account.

How are funds debited for SGB orders?

To initiate the process, ensure that you have sufficient funds in your TradeJini account. Next, send an email to help@TradeJini.com, specifying the Bond name for which you want to place an order. Our team will promptly execute the order, and the funds will be debited directly from your account.

Does TradeJini provide collateral margins for trading by pledging bank Fixed Deposits (FD)?

No, TradeJini does not provide collateral margins for trading by pledging bank Fixed Deposits (FD).

Will TradeJini provide margin on liquid funds?

Yes, TradeJini provides margin on liquid funds.

How to unpledge instruments?

To Unpledge securities, follow these simple steps:
Log in to your CubePlus account.
Click on your User ID.
Navigate to Reports.
Select Portfolio.
Choose Margin Pledge (2nd last option).
Click on Unpledge.
Pick the desired Exchange (NSE/BSE).
Select the Segment and click ‘View.’
Choose the stocks you wish to Unpledge.
Click on ‘Save.’
That’s it! If you have any further questions or need assistance,

How to pledge securities to get collateral margin?

To pledge securities and avail collateral margin on CubePlus, follow these simple steps:
Log in to your CubePlus account.
Click on your User ID.
Navigate to Reports.
Select Portfolio.
Choose Margin Pledge (2nd last option).
Click on Pledge.
Pick the desired Exchange (NSE/BSE).
Select the Segment and click ‘View.’
Choose the stocks you wish to pledge.
Click on ‘Pledge.’
That’s it!

Can Sovereign Gold Bonds (SGB's) be pledged as collateral to get collateral margin at TradeJini?

Yes, you can pledge Sovereign Gold Bonds (SGBs) as collateral to avail collateral margin at TradeJini. This provides you with added flexibility in managing your trades and investments.

 

Does TradeJiniprovide margin on holdings, and what can the collateral margin be used for?

Yes, TradeJini does provide margin on holdings. The collateral margin can be used for futures and option writing. This allows you to leverage your existing holdings to trade in futures and options, providing flexibility and potential for enhanced returns.

What is pledging, and how does it work?

Why Pledge?
Users with limited cash margins can leverage their holdings in stocks, ETFs, and mutual funds.
This allows them to avoid missing trading opportunities on CubePlus.
Pledging Process:
Users pledge shares/ETFs, undergoing a % deduction known as a haircut.
The resultant collateral margins are available for Equity Intraday trading and futures & options writing (equity and currency F&O).
Usage and Limitations:
Collateral margins are subject to adjustment for price variations at the end of each trading day.
They cannot be used for trading commodity futures and options.
Clearing Negative Balances:
Collateral margins remain inactive until negative balances are cleared.
Calculation and Addition:
Collateral amount is calculated from the previous closing price of securities after a haircut.
This amount is added to the total margin available on CubePlus.
Cash Requirement for F&O:
Exchanges mandate that 50% of the margin for F&O positions must be in cash or cash equivalent collateral.
The remaining 50% can be in non-cash collateral margin.
Delayed Payment Charge:
If there’s a shortfall in the cash margin requirement for overnight positions and it’s funded by non-cash collateral, a delayed payment charge of 0.035% per day applies on the cash margin shortfall.

Can pledged instruments be instantly sold without placing an unpledge request?

Yes, at TradeJini, you can sell pledged instruments instantly without the need to place an unpledge request.

 

Why can’t some holdings be pledged?

In TradeJini, only stocks approved by NSE can be pledged.

How do I authorise my pledge request on CDSL's portal?

When you choose to pledge a stock in Sparc (TradeJini Back-office), you will be redirected to the CDSL page. Here, the page will ask you to enter the OTP (One-Time Password). The OTP will be sent to your registered mobile number. Simply input the OTP to complete the stock pledge process.

 

Which stocks and mutual funds can be pledged with TradeJinifor collateral margins?

You can pledge NSE-approved stocks and NSE-approved mutual funds with TradeJini to avail collateral margins.

 

Terms of Service for pledging

Pledging on TradeJini comes with a charge of ₹37.76. We only accept securities approved by the exchange, and the benefits to the client are determined based on the exchange’s haircut policies. This ensures a transparent and secure pledging process.

 

When can clients sell their pledged holdings in the post-market session?

Clients can sell their pledged holdings in the post-market session between 3:40 pm to 3:59 pm.

 

What is a Statement Of Transaction (SOT)?

The Statement of Transactions (SOT) is a document that gives you a clear breakdown of how securities move within your demat account. When you sell shares or units from your demat account, it’s recorded as a debit (Dr) entry. On the flip side, when you buy shares, it’s noted as a credit (Cr) entry.

What is Consolidated Account Statement (CAS) and how to download it?

What is CAS?
CAS is a comprehensive statement that consolidates transactions and holdings in demat accounts with CDSL and NSDL, as well as mutual fund units held in the Statement of Account (SOA) form.
How often is CAS sent, and how can I download it?
CAS is sent monthly if there are transactions in demat accounts or mutual fund folios. If no transactions occur in a month, it is sent half-yearly.
To download CAS:
Visit cdslindia.com
Click on Login (top right).
Select CAS/Declare Bonafide, and then click on Login.
Enter PAN No., 16-digit demat account number, date of birth, and characters displayed.
Click submit, and an OTP will be sent to the registered mobile number.
Enter the OTP to download the CAS.
How does CAS provide a combined view of investments?
CAS consolidates information from all demat accounts and mutual fund units held with MF-RTA. It offers a unified view of an investor’s holdings and transactions.
What if there are no transactions in a demat account or mutual fund folio?
In the absence of transactions in a specific month, CAS is sent on a half-yearly basis. This ensures investors receive statements regularly even if there are no monthly transactions.
Where can I find more information about CAS?
For detailed information about CAS, you can visit cdslindia.com/cas/FAQ.html.

What is Annual Global Statement(AGS)?

The Annual Global Statement (AGS) is a comprehensive report summarizing all your trades, brokerage, taxes, and charges for the past financial year. It encompasses all executed transactions during that period. For more detailed information about AGS, you can visit the BSE website.

How to view the historical F&O positions?

To view your historical F&O positions on CubePlus:
Log in to CubePlus.
Navigate to your User ID.
Click on “Reports.”
Select “P&L Reports.”
Choose the “F&O” option.
Click on “Submit.”

What is the Statement Of Holdings (SOH)?

The Statement of Holdings (SOH) is a snapshot of all the securities present in your demat account on a specific date. It provides a breakdown, categorizing the securities based on their current status.

 

Does TradeJini have a desktop platform?

1. What trading options are available on TradeJini’s platform, CubePlus?
TradeJini’s desktop platform, CubePlus, allows traders to engage in the buying and selling of various securities, including equity, futures and options (F&O), commodities, and currency derivatives.
Feel free to let me know if you have more questions or need further assistance!

When does cash settlement happen to close out short delivery?

On T+1 actual settlement. T+2 auction settlement.
Cash settlement to the trading account usually happens on T+2 day if the exchange is unable to obtain the shares in the auction. The probability of cash settlement is lower for liquid stocks and higher for illiquid stocks.

What does settlement cycle mean?

The settlement cycle refers to the time it takes for a trade to be finalized. Currently, for all traded instruments are settled at T+1 day, where T represents the trading day. This means that the settlement process occurs one day after the actual trading day.

Why are the purchased shares not visible in the holdings?

The purchased shares are short-delivered.
Ideally, when the shares are purchased, they are delivered on T+1 day.
Now, if the shares are short-delivered, it means that the seller of the shares defaulted on the settlement of shares. In such cases, the exchange holds an auction for the same quantity of shares and delivers it to the buyer. In such cases, TradeJini notifies the clients via SMS and email.
A Trade to Trade (T2T) stock is sold from the holdings.
Trade-to-trade stocks are not allowed to be traded intraday or BTST. If a T2T stock is sold from the holdings and bought back on the same day, then the stock won’t be visible in the holdings until it is settled i.e. on T+1.

What is short delivery and what are its consequences?

Short delivery in the stock market refers to a scenario where a seller fails to deliver the committed shares during settlement. This usually happens if a seller unintentionally sells shares which they do not possess or if a particular stock faces liquidity issues.
How it Unfolds:
Identification and Notification: On T+1 day (a day after the transaction), TradeJini identifies short deliveries and notifies the concerned clients.
Auction by Exchange: On T+1 day, an auction is conducted by exchange to secure shares from other potential sellers in the market.
Delivery to the Buyer: Shares obtained from the auction are delivered to buyers by T+2 day. Buyers can view these shares in their Demat account by T+3.
Penalty on Defaulting Sellers: Sellers unable to deliver the shares face penalties. The penalty is the difference between the auction price and the original close-out rate. If auction rates are lower than the close-out rates, then the difference between these two rates will be deducted from the seller’s account on T+2.
Cash Settlement: If shares are not available during the auction, exchange settles the transaction in cash. The settlement amount is determined by the close-out rate, which is either 20% above or below the closing rate. This amount is credited to the buyer and debited from the seller by T+2.
Impact on Buyers:
Delayed Delivery: Buyers may experience a delay in receiving shares or might receive a cash settlement.
Missing Corporate Actions: During this period, buyers might miss out on corporate actions like dividends declared by the company.
Impact on Sellers:
Penalty Charges: Sellers face penalties if they cannot deliver the committed shares.
In essence, while buyers may face inconvenience, they do not suffer financial losses. Sellers, however, may encounter penalties and other repercussions.

What are market-wide circuit breakers?

Market-wide circuit breakers are safeguards implemented to temporarily halt trading when the market experiences rapid and substantial movements, either upward or downward, beyond predetermined limits. These circuit breakers are activated based on the movement of either the BSE Sensex or NSE Nifty 50, whichever breaches the set limits first.
The index-based market-wide circuit breaker system operates at three stages of the index movement: 10%, 15%, and 20%. Here’s a breakdown of the triggers, their corresponding trigger times, and the resulting market halt durations:
10% Trigger:
Trigger Limit: 10%
Trigger Time:
Before 1:00 pm: 45 Minutes halt, followed by a 15-minute Pre-Open Call Auction Session
At or after 1:00 pm up to 2:30 pm: 15 Minutes halt, followed by a 15-minute Pre-Open Call Auction Session
At or after 2:30 pm: No halt, not applicable for Post Market Halt
15% Trigger:
Trigger Limit: 15%
Trigger Time:
Before 1 pm: 1 hour 45 minutes halt, followed by a 15-minute Pre-Open Call Auction Session
At or after 1:00 pm before 2:00 pm: 45 Minutes halt, followed by a 15-minute Pre-Open Call Auction Session
On or after 2:00 pm: Remainder of the day, not applicable for Post Market Halt
20% Trigger:
Trigger Limit: 20%
Trigger Time: Any time during market hours
Remainder of the day, not applicable for Post Market Halt
Please follow to the link for more details

What are circuit limits/price bands?

What are Circuit Limits or Price Bands?
Definition: Circuit limits, also known as price bands, act as protective measures implemented by the exchange to prevent extreme fluctuations in stock prices within a short timeframe.
Purpose: These limits are in place to ensure stability in the market and safeguard investors from rapid and unpredictable price movements.
Determining Factors: The range of circuit limits, spanning from 2% to 20%, is determined based on factors such as liquidity, trading volume, and the category of the stocks.
Daily Trading Range: The price band sets the permissible range within which a stock can be traded on a given day.
Locating Circuit Limits: You can find the upper and lower circuit limits for a specific instrument in the market depth section on CubePlus, our trading platform.
Order Handling: Any orders placed outside the established price band will be rejected. If the price of a stock reaches the upper or lower limit, pending orders will be held until the circuit limits are relaxed.
Stay Informed: To keep track of circuit limits and ensure informed trading, regularly check the market depth on CubePlus.
Note: Understanding circuit limits is crucial for making well-informed investment decisions and navigating the market effectively.

What are the ways to sell shares on CubePlus?

There are two ways to sell shares on CubePlus:
Option 1: By validating a CDSL TPIN and OTP for every trading session and authorizing the sale of shares. This is known as the E-DIS (Electronic Delivery Instruction Slip) route.
Option 2: If you wish to sell shares without a TPIN and OTP every day, activate DDPI by sending an email to help@tradejini.com.

How to sell shares on CubePlus App if POA or DDPI is not submitted?

Step 1: Log in to the CubePlus App.
Step 2: Tap on “Portfolio” at the bottom navigation bar of your screen. Navigate to the holdings tab at the top – click on the scrip you want to sell and scroll down.
– In case the Saleable quantity shows “0”, it implies you have not executed the POA or DDPI
In such cases where the saleable quantity shows 0, and you wish to sell these holdings, follow the steps below:
Step 1: Click on the floating E-Dis button in the bottom right corner and you will be redirected to a TPIN verification page where your BO ID is pre-populated.
Step 2: Click on “Select Holdings for Authorisation” if you wish to authorise only a few scripts, instead of all the holdings.
Step 3: Enter the TPIN after clicking “Verify Using TPIN/Authorise”
Step 4: Don’t have the TPIN or don’t remember it? Then use “Get TPIN” and a new TPIN will be sent to your registered mobile number and email ID.
Step 5: After submitting your TPIN, an OTP Authentication step will be triggered. An OTP will be sent to your registered mobile number and email ID. Enter the OTP and click “Verify”
Step 6: After receiving “Success” as your Authorisation Status you can execute the sell transaction from your holding as these authorised shares will appear in the saleable quantity column.
Remember, this E-DIS authorisation process is valid for one trading session. If you wish to sell shares from your holding the next day, you’ll need to repeat the same process. To avoid this repetition, you can contact our support team to activate DDPI by emailing us at help@tradejini.com.

What is the CDSL TPIN and how to use it to sell the stock holdings?

As per the CDSL regulation: Non-DDPI/POA customers must utilize the CDSL TPIN and OTP to authorize the debit of securities from their demat account for delivery sale transactions. With a CDSL TPIN, clients can pre-authorize the sale of their stocks at the beginning of each trading day, eliminating the need to do it for every delivery sell order placed during the day.
CDSL TPIN: The CDSL TPIN would have been sent to clients via email from edis@cdslindia.com and to their registered phone number. If, for any reason, they cannot locate or have forgotten the TPIN, it is possible to generate it again.
Steps to generate the CDSL TPIN on TradeJini’s CubePlus platform:
1. Click on the “Sell” button for any of the shares in your holding.
2. After clicking on “Sell,” you’ll be directed to a new tab with two options. Choose the first option to obtain your TPIN or the second option to verify using an existing TPIN. If you need a new TPIN, select “Generate TPIN.”
3. Upon selecting “Generate TPIN,” a new TPIN will be sent to your registered mobile number and email id. Note that applying for a new TPIN will invalidate the old one.
4. Enter the new TPIN into your system and click “Submit.”
5. After submitting your TPIN, a second authentication step will be triggered. An OTP will be sent to your registered mobile number and email id. Enter the OTP and click “Submit.”
6. You’ll receive a confirmation message indicating that you have authorized your CNC sell for the day. You can now sell any share in your holding for the day.
Remember, this process is valid for one trading session. If you wish to sell shares from your holding the next day, you’ll need to repeat the same process.

Can an arbitrage trade be carried out between two exchanges?

Yes, arbitrage trading can be conducted between two exchanges on CubePlus TradeJini.

 

Can TradeJini users invest in foreign stocks?

Yes, TradeJini users have the option to invest in foreign stocks. To explore this opportunity and gain a better understanding of the process.

How can I regenerate my CDSL TPIN if I've forgotten it?

Steps to generate the CDSL TPIN on TradeJini’s CubePlus platform:
1. Click on the “Sell” button for any of the shares in your holding.
2. After clicking on “Sell,” you’ll be directed to a new tab with two options. Choose the first option to obtain your TPIN or the second option to verify using an existing TPIN. If you need a new TPIN, select “Generate TPIN.”
3. Upon selecting “Generate TPIN,” a new TPIN will be sent to your registered mobile number and email id. Note that applying for a new TPIN will invalidate the old one.
4. Enter the new TPIN into your system and click “Submit.”
5. After submitting your TPIN, a second authentication step will be triggered. An OTP will be sent to your registered mobile number and email id. Enter the OTP and click “Submit.”
6. You’ll receive a confirmation message indicating that you have authorized your CNC sell for the day. You can now sell any share in your holding for the day.
Remember, this process is valid for one trading session. If you wish to sell shares from your holding the next day, you’ll need to repeat the same process.

What is BTST and how does it work?

In BTST (Buy Today, Sell Tomorrow) trades, traders capitalize on short-term market fluctuations. With this feature, traders have the option to sell shares they purchased before the shares are delivered to their demat account or credited into it. This flexibility allows for swift transactions and takes advantage of market dynamics within a short timeframe.

Why is MIS not allowed for certain instruments?

Intraday (MIS/CO) orders are not allowed for some stocks due to regulatory or risk management reasons. These types of orders provide leverage, allowing traders to trade more quantities than in CNC. However, stockbrokers may restrict intraday orders for certain stocks to mitigate potential risks. In such cases, traders can only place delivery (CNC) orders for those particular stocks.

What is the validity of the CDSL authorisation?

How long is the CDSL authorization valid?
CDSL TPIN authorizations are valid for a single day, starting from 8:00 AM.
Can I use the same TPIN throughout the day?
Yes, clients can use the same TPIN to authorize their holdings for trades executed on the same day until 5:00 PM.
What about authorizations for After Market Orders (AMO)?
After 5:00 PM, clients can place After Market Orders (AMO) for the next day by pre-authorizing their holdings at the time of order placement. No additional holdings authorization is required for these AMO orders the following day, unless the order is modified.
Do I need to provide a new authorization every day if I plan to sell my holdings?
Yes, if you plan to sell your holdings, a new authorization must be provided every trading day after 8 AM.
What happens if I make authorizations outside the specified timeframe?
Any CDSL TPIN authorizations made outside the specified timeframe (after 5:00 PM and before 8:00 AM, excluding AMO) will not be recorded, and the orders will be rejected.

Why isn't the order getting executed even though it has been placed successfully?

If your order isn’t going through, it might be due to selecting the wrong order type. For instance, let’s say you want to buy Infosys at the current market price of 510. It’s possible that you accidentally chose a limit order below 510, preventing the execution of the order. Double-check your order type. If the issue persists, please reach out to our support team for assistance.

Which commodity options contracts can be traded on TradeJini?

Commodities Available for Trading on TradeJini:
ALUMINIUM
Trade aluminum, a versatile metal used in various industries.
COPPER
Invest in copper, a crucial element in electrical applications and industrial processes.
CRUDEOIL
Trade crude oil, a major global energy source with significant market influence.
GOLDGUINEA
Invest in Gold Guinea, a popular form of gold trading in the commodities market.
GOLDM
Explore trading in Gold (Gold Mini), a valuable precious metal.
GOLDPETAL
Invest in Gold Petal, providing a flexible option for gold trading.
GOLD
Engage in the gold market, a timeless and widely traded precious metal.
LEAD
Participate in the lead market, a metal with various industrial applications.
NATURALGAS
Invest in natural gas, a clean and efficient energy source.
NICKEL
Engage in nickel trading, a metal used in stainless steel and other applications.
SILVERMIC
Participate in the Silver Micro market, a smaller denomination of silver trading.
SILVERM
Engage in trading Silver (Silver Mini), another popular precious metal option.
SILVER
Invest in the silver market, known for its industrial and precious metal attributes.
ZINC
Trade zinc, a metal widely used in galvanization and alloy production.
MCXBULLDEX
Explore opportunities in the MCX Bullion Index, providing a diversified approach to precious metal trading.
MCXENRGDEX
Engage in the MCX Energy Index, capturing movements in the energy commodity market.
MCXMETLDEX
Trade the MCX Metal Index, offering a composite view of the base metal market.

What is the difference between holdings and positions?

Holdings:
In the CubePlus app, the Holdings tab displays an extensive list of securities currently held in your Demat account. This information is updated from T+1 (trading day +1), providing you with a timely overview of your investment portfolio.
Positions:
Within the CubePlus app, the Positions tab furnishes information on all your active positions. This encompasses intraday, derivatives, and delivery transactions, offering a consolidated snapshot of your trading activity. Keep track of your ongoing trades effortlessly through this feature.

What are Exchange Traded Funds(ETF’s)?

ETFs, or Exchange-Traded Funds, are exactly what the name implies: funds traded on exchanges. These funds usually mimic a specific index. When you invest in an ETF with Tradejini, you’re essentially getting a package of assets that you can buy and sell during market hours. This not only has the potential to minimize your risk and exposure but also helps diversify your investment portfolio.

Can NSE/BSE commodities be traded at Tradejini?

At Tradejini, Presently we do not facilitate trading in NSE/BSE commodity derivatives. However, you can engage in commodity derivatives trading on MCX.

Will TradeJini square off the positions in case of “freak trades”?

In the event of “freak trades,” TradeJini takes no automatic action. It is the responsibility of the client to set a Stop Loss (SL) and practice effective risk management. However, if there is a margin shortage, TradeJini may square off the positions to address the shortfall.

What are Differential Voting Rights (DVR) shares?

Differential voting rights shares are those shares that give the shareholder extra/less rights to vote as compared to normal shareholders.

These two types of DVR’s – with either superior voting rights or inferior voting rights. Usually the equity shares with inferior voting rights gain more dividends as compared to normal shares.

Also Read: Rights Issues Explained: How to Buy Shares at a Discount

What are unsettled funds?

Unsettled funds in your TradeJini account refer to the money anticipated from profits or stocks sold. Unlike instant settlements, trade settlements follow a rolling cycle.

Even if you’ve sold stocks or earned intraday profits, you can’t instantly use the proceeds to buy other shares. The funds from the sale become available in your trading account after one trading day.

Why has the fund balance increased but shares are missing from holdings?

Why Aren’t My CubePlus Holdings Showing All the Shares?

There are various reasons why you might not see all your shares in CubePlus, even when your fund balance indicates an increase. Let’s explore some common scenarios:

Short Delivery:

One of the main reasons for missing shares is a short delivery. This occurs when the seller fails to deliver during settlement. This situation often arises when short positions in intraday trading cannot be closed due to factors like illiquidity or stocks hitting an upper circuit.

After selling shares, the investor is expected to deliver them by the settlement date. If this doesn’t happen within the predetermined time, it’s termed a short delivery. Typically, in such cases, the shares are credited to your Demat account after T+2 days, following the exchange’s auction of shares. In the event of exchange failing to get the shares in the auction market it will credit amount to the buyers account.

Consolidation of Shares:

If a company consolidates its shares, combining them to form a smaller number, you may observe a reduction in the quantity of units you hold. However, the overall value of your portfolio remains unchanged.

What are partly paid shares?

Q. Is it possible to sell partly paid shares before the call date?

A. Absolutely. Investors have the option to sell partly paid shares before the call date.

Q. Are partly paid shares tradable in the market?

A. Yes, partly paid shares can be traded in the markets until they remain listed in the exchange platform.

Q. How and when are call payments made for partly paid shares?

A. The Registrar & Transfer Agent (RTA) of the company will provide a website link for the payment of call money. All communication from the RTA will be sent to the email ID associated with the demat account. Payments for the call money should be made from the shareholders’ bank account, as payments from third-party accounts are not eligible.

Q. What are the consequences of not making the call payment?

A. Failing to make the call payment may lead to several outcomes. Firstly, the company may forfeit currently held partly paid shares, rendering them worthless and untradable. The company might then issue new partly-paid shares under a different ISIN (International Security Identification Number).

Moreover, the company may impose interest on the unpaid amount, the rate of which would depend on the number of partly paid shares held.

Q. What happens after paying the first call to the company?

A. Once the first call payment is made, the company will allocate new partly-paid shares to clients under a new ISIN. These shares will be fully paid up to the amount already paid, including initial application money and the first call money. After the first call payment is collected, these newly allotted partly-paid shares will be listed again, allowing clients to trade them. These shares will be visible under the new ISIN in the TradeJini CubePlus holding.

What are Trade to Trade or T2T stocks?

Trade to Trade (T2T) stocks refer to securities that are placed in the “Trade to Trade” segment on stock exchanges. These stocks are subject to a higher level of scrutiny and surveillance by the exchange authorities. In simple terms, T2T stocks are traded on a compulsory delivery basis, meaning every trade must result in actual settlement.

Check Out: How to select stocks for intraday trading with this advice for beginners. Discover the fundamental techniques, approaches, and standards for making wise trading choices.

It’s important to note that T2T stocks typically have additional regulations to prevent excessive speculation and promote market integrity.

What are the risks involved in BTST?

Market Session Variability:

A price increase in one market session may not necessarily extend to the next session, potentially resulting in an overall loss compared to intraday trading.

Short Selling Risk:

One of the primary risks of BTST is short selling, where trades occur without shares settling in your account. If the seller defaults on timely stock delivery, you may be unable to fulfill your obligations as the seller, leading to the risk of an auction penalty. This penalty can amount to up to 20% of the value of the short-sold shares.

Short Delivery Defined:

Short selling occurs when a stock seller defaults on delivering stocks for the settlement.

Auction Process:

In case of seller default, the exchange conducts an auction on the T+1 day and delivers to the buyer on T+2 day, and the defaulting seller is required to pay an auction penalty collected by the exchange.

SEBI Rule Change:

In 2020, SEBI changed BTST rules, requiring traders to maintain a 40% margin before executing a BTST trade.

Lack of Broker Margin Facilities:

Unlike intraday trades, TradeJini does not provide margin facilities, necessitating traders to invest the entire capital when purchasing stocks.

How to do BTST trades at TradeJini?

Yes, at TradeJini, you can execute a BTST trade by buying stocks using the CNC (Cash and Carry) product type today and selling them tomorrow using the same product type. In a BTST trade, the stocks are sold before being delivered to the demat account due to the settlement cycle. Despite the sale occurring before delivery, it’s important to note that DP (Depository Participant) charges will still be applicable for BTST trades.

Why is intraday trading not allowed for contracts if the underlying security is under a ban period?

During a ban period, the regulation prohibits any increase in positions for that underlying security hence the trading is restricted. If you have additional questions or require further assistance.

Learn About: Swing Trade vs. Intraday: Understanding the Key Differences

Can the product type of the hedged position be converted?

Answer:
Yes, you can convert the product type of a hedged position from MIS to NRML or vice versa, but it’s crucial to note the impact on margin benefits. When you convert the product type of a single leg of a hedged position, such as changing from MIS to NRML, the margin benefit obtained from the hedge will be lost. This results in an increase in the required margin for both intraday and overnight positions.
Example Scenario:

Let’s consider a scenario where a client holds a long position in Nifty futures and a short position in Nifty call options, both using the MIS product type, and benefits from the margin advantage of a hedged position.

If the client decides to convert only one position to NRML, for overnight holding, the hedge margin benefit will no longer apply, leading to an increased margin requirement. However, if the client converts both positions to NRML, the margin benefits will persist.

Why is there no price movement in the stock’s option contracts when the price of the stock and its futures contract is moving?

1. Why is there no price movement for a particular options contract, even though the underlying stock and future contract are active?

If there’s no price movement for an options contract despite the movement in the underlying stock and future contract, it indicates that the option contract is not actively traded. To check the trading activity of any instrument, you can refer to the Last Traded Time (LTT), which displays the time of the last trade.

2. How can I check the Last Traded Time (LTT) of an instrument?

To view the LTT of any instrument, simply open the market depth of that instrument. The market depth provides insights into the trading activity by showing the time of the last transaction.

3. Why do bid and offer prices fluctuate on the market depth even when there is no trading activity in an instrument?

Bid and offer prices may fluctuate even when there is no trading activity due to two main reasons:

Bid and Offer: The bid and offer prices might be changing, but the Last Traded Price (LTP) may remain unchanged. The market depth window typically displays the top 5 bid and ask prices at all times, even if there’s no recent trading activity.

How can I check the Last Traded Time (LTT) of an instrument?

The bid and offer prices might be changing (due to fresh orders or order cancellations), but the Last Traded Price (LTP) may remain unchanged as there may not be any matching orders. The market depth window typically displays the best 5 bid and ask prices at all times, even if there’s no recent trading activity.

What is a daily margin statement, and how to understand the daily margin statement?

Think of it as a snapshot of your trading account’s health. It tells you how much trading margin (like spending power) you have on a given day. The goal? To keep you in the loop, preventing surprises like penalties for not having enough margin.
Understanding Your Statement:
Segments:
Pertains to the Exchange/Segment for which the values pertain
Funds Available:
Displays Ledger Balance available in your account.
Pledged Stocks Margin:
Details of margin obtained by pledging your stocks after necessary haircut as prescribed by exchanges.
Value of Securities:
Details of Securities value for which Early paying has been earmarked
Other Approved Margins:
Any other form if approved by Exchanges
Total Available Margin:
The max amount you can use for trading.
Total Margin Requirement:
Includes the various margins the exchange demands for a trade.
Excess or Shortfall:
Tells if you have excess available margin or there is a shortfall in the required margin.
Margin Status:
Positive if you’re good, negative if you need to add funds.

Is Currency trading permitted at Tradejini?

Yes currency trading is permitted on CubePlus subject to certain reguations introduced by the Reserve Bank of India. RBI has mandated traders to compulsorily have an underlying contracted exposure to foreign currency if they want to trade in the currency derivatives segment. If a trader has an exposure greater than $100 million (i.e. notional contract value), they will be required to appoint a custodian participant or an authorised dealer. However, for traders with a smaller exposure, a declaration that you are trading currencies to hedge your contracted exposure will suffice.

Can cross-currency derivatives be traded in TradeJini?

No, currently, TradeJini does not support the trading of cross-currency derivatives. You can only trade currencies paired with INR. For instance, trading the EURO/USD pair is not available, but you can trade USD/INR. If you have any specific inquiries or need further assistance.

Can shares be bought on one exchange and sold on another?

Yes, you can buy shares on one exchange and sell on another, but this can only be done from the next day (T+1). If you’re looking to square off intraday positions, the exit order must be placed on the same exchange where the shares were bought. If the shares in your TradeJini account are listed on both exchanges, you can sell on one exchange and buy back on the other, but be aware that intraday charges will apply in this case.
Example Scenario:
Let’s say you buy 10 shares of Infosys on NSE on Monday. You can sell them on BSE on Tuesday. If you buy 10 shares of Reliance using the margin intraday square off (MIS) product type and sell them on BSE using MIS, the buy order will not be netted off against the sell order. Instead, a new position will be created.
If both positions are not squared off by 3:20 PM, TradeJini’s risk management team will automatically square off the positions, and an auto square-off charge of ₹50 + 18% GST will be levied.

Why is the opening price of a stock different from its previous day's closing price on CubePlus?

Closing Price
The closing price represents a stock’s trading value at the conclusion of a trading day, serving as the most recent price until the next session. For equities, the market operates from 9:15 AM to 3:30 PM. In the case of equities, the closing price is computed as the weighted average price during the last 30 minutes, specifically from 3:00 PM to 3:30 PM.
Opening Price
The opening price is the initial trading price when the stock market opens for a trading day. Market hours for equities are from 9:15 AM to 3:30 PM. However, the exchange begins collecting orders from 9:00 AM to 9:07 AM, known as the pre-market order placing window. During 9:08 AM, matchable orders gets traded, and this traded price is known as opening price for the day.
The opening price is influenced by the demand and supply of a stock within the pre-market window, leading to potential variations from the previous day’s closing price. Current Market Price (CMP) refers to the most recent price at which a stock was traded on the open market.
Factors contributing to these differences during the time between the closing and opening prices include:
After Market Orders (AMO): AMO significantly impacts stock prices during this period, as orders are placed even after the markets have closed, resulting in fluctuations in stock prices.
News Impact: News related to a company released after market hours can alter investor perceptions and impact the stock price before the next trading day. Positive news normally tends to increase stock prices, while negative news can lead to a decrease.

How to short sell shares in equity and futures?

Equity Trading
Short selling in the Equity (EQ) segment with TradeJini involves placing orders using intraday order types such as MIS (Margin Intraday Square Off) or CO (Cover Order). It’s important to note that short positions in the equity segment cannot be held overnight; they must be squared off on the same day.If a short position in the equity segment is not closed (bought back) before 3:15 PM, TradeJini will automatically square off the position, and auto square-off charges will be applied.However, please be aware that the responsibility of squaring off positions rests with the client, not the broker. Failure to square off a short position on the same day, for reasons such as the stock hitting the upper circuit or lack of liquidity, may result in short delivery.
Equity Futures Trading
Shorting a futures contract with TradeJini allows you to carry the position overnight, unlike short selling in the equity segment. To place a sell order for a futures contract, you can use the MIS (for intraday) or NRML (for overnight) product type. If a futures contract is traded using MIS, it must be converted to NRML to carry it overnight or must be squared off before 3:15 PM to avoid auto square-off charges.

Why is there a delay in order execution during the market opening?

The delay in order execution during market opening hours may arise due to one of two reasons:
Exchange Capacity:
If the number of orders surpasses the maximum capacity the exchange can handle, it can lead to congestion in the exchange lines. Consequently, your order may take a few seconds to be processed.
Broker Order Queue:
Brokers connect to exchanges through leased lines, each with a designated order-per-second capacity. If this capacity is exceeded, orders enter a queue, causing a delay of a few seconds in order processing.

Can currency derivatives be traded on BSE?

No, currency derivatives can not be traded on BSE.

What is available cash and opening balance on CubePlus?

Available Cash on CubePlus:
The Available Cash on CubePlus reflects the total funds in your TradeJini account. This includes withdrawable balance, unsettled funds from profits or sold holdings, and any funds added during the day.
Opening Balance on CubePlus:
The Opening Balance on CubePlus displays the cash available in your TradeJini account at the start of the day. It is equivalent to the closing balance on the previous day’s fund statement after reversing any blocked margin.

Why does one receive an SMS and Email from NSE, BSE, and MCX when trading?

To ensure the security of your trading activities, exchanges send SMS/Email alerts from NSE (PDF), BSE (WEB), and MCX (WEB) on trading days. These alerts are a precautionary measure against unauthorized transactions in investor accounts.

Pro Tip: You can independently verify your trades by visiting the NSE (WEB) and BSE (WEB) websites.

How to check all the trades done with the broker on the exchange?

NSE (National Stock Exchange):
Visit NSE’s official website and log in to your account. Navigate to the trade history section to view your transactions for the last 10 days.
NSE (WEB)
BSE (Bombay Stock Exchange):
Log in to your account on BSE’s official website. Access the trade history section to check your trades from the last 7 days.
BSE (WEB)
MCX (Multi Commodity Exchange):
For trades on MCX, log in to your account on MCX’s official website. Go to the trade history section to view transactions for the last 5 days.
MCX (MCX)
Please ensure you are logged into your respective exchange accounts to access the trade history seamlessly. If you encounter any difficulties or have further inquiries.

Why is the circuit limit showing differently on CubePlus after the stocks circuit limit has already been hit?

This applies only for scrips which are traded in F&O, and those scrip which form part of an index which is traded in F&O. When a stock in equity hits its circuit limit on CubePlus, trading is momentarily paused, and the subsequent circuit limit gets adjusted. This means that the displayed circuit limit on CubePlus may change after the limit is reached. On the NSE (WEB), circuit limits are updated the same day after the market closes, typically around 5:00 PM. For the BSE (WEB), circuit limits are updated the following day at 6:45 AM, just before the markets open. Trading halts occur in accordance with the trigger limits.

Are there any position limits in currency derivatives on TradeJini's CubePlus platform?

No there is no position limits in currency derivatives on TradeJini’s CubePlus platform.

What is a settlement holiday and its impact?

A settlement holiday is a day when stock markets are open for trading, but normally due to banking holiday no settlement will be done. On such days, the clearing and settlement of trades or payments are temporarily put on hold, causing a delay in the completion of transactions. This means that any pending trades or settlements will be processed on the next working day.

Why have I been charged margin penalty?

What is a margin penalty?
A margin penalty is a fee levied when there is an insufficient margin in a trading account. Exchanges mandate clients to maintain ample margins for their trades and to transfer funds in case of a margin shortfall, indicating a deficit of funds or margin in the trading account.
What are the types of margin penalties on TradeJini?
Upfront Margin Penalty
Upfront margin is the initial margin required to initiate a trade. If a trader doesn’t have enough margin in their account when entering a trade, then if the broker allows that trade to take place then the penalty will borne by the broker itself.
Example Scenario:
If TradeJini allows a trader to enter a position with a minimum margin of ₹1.1 lakh (SPAN + Exposure), but the trader only has ₹1 lakh in their account, a ₹10,000 shortfall will occur, resulting in a penalty on that amount.
Non-upfront Margin Penalty
Non-upfront margin pertains to the margins that should be fulfilled by the client after initiating a trade, following the upfront margin requirement. Failure to provide the required funds within the deadline leads to a deficit and may result in a penalty.
Additional Information:
For marked-to-market (MTM) losses in futures contracts, the client has time until T+1 day to add the funds.
Ad-hoc margin requirements added by exchanges due to volatility or physical delivery margins to stock F&O contracts in the last week of expiry are also considered non-upfront margins.
Visit tradingqna.com/t/nse-circular-on-short-margin-penalty-refund/136203/26 for more detailed examples of upfront and non-upfront margin penalties.
If a penalty is charged for non-upfront margins, the corresponding fund statement entry will be posted on the T+6th day, as margin reporting is due on T+5 days.

What does IRP (Insolvency resolution process) mean?

IRP, which stands for Insolvency Resolution Process, is a critical procedure outlined in the Insolvency and Bankruptcy Code, 2016, the bankruptcy law governing India. This process comes into play when a corporate debtor defaults on repayments to its creditors. Financial creditors are then empowered to initiate the insolvency resolution process by submitting an application to the National Company Law Tribunal (NCLT).

Upon the NCLT’s admission of the application, the claims of the creditors, essentially the company’s assets, are frozen for a period of six months. During this period, the NCLT evaluates options for revival, determining whether debt resolution, corporate restructuring, or liquidation is the most suitable course of action. This multifaceted process unfolds through various stages.

For stocks in the IRP stage 1 and beyond, trading is restricted to the first day of the trading week—specifically, Mondays (or Tuesdays if Monday is a trading holiday). These stocks are visible in CubePlus holdings exclusively on the first trading day of the week but can be viewed on Console throughout the trading week.

It’s important to note that an additional surveillance mechanism (WEB) is applied by the exchanges to such stocks. A list of stocks under the Insolvency Resolution Process is available on the (DOC). Notably, intraday trading and BTST (Buy Today, Sell Tomorrow) transactions are not permitted, and a 100% margin is applicable.

 

How safe are my funds and securities with my stockbroker?

Holdings:
Q: Where are my securities held, and what happens if TradeJini defaults?
A: In TradeJini, your securities are securely held electronically with CDSL (WEB) – TradeJini is a depository participant of CDSL. If, in a rare scenario, TradeJini defaults, your holdings remain safe with the depository. You can smoothly transfer them to another stockbroker of your choice.
Funds:
Q: How are my funds protected with TradeJini, and what if the stockbroker defaults?
A: Your funds are held in a separate client pool account as mandated by SEBI, ensuring a direct and secure connection to your account. In the unlikely event of TradeJini facing financial challenges, the Investor Protection Fund (IPF) guarantees the safety of your funds up to ₹25 lakh. Moreover presently we need to up-stream total client fund to the clearing corporation on a daily basis as mandated by SEBI. This ensures that client funds are always secured by clearing corporation.
Claims and Compensation:
6. Eligibility of Claims
6.1. The claims received against the defaulter member during the specified period shall be eligible for being considered for compensation from the IPF.
6.2. If any eligible claim arises within three years from the date of expiry of the specified period, such claims will be processed at the discretion of the IPF Trust. Any claim received after three years from the date of expiry of the specified period and not processed by the IPF Trust will be dealt with as civil dispute.
6.3. Any appeal against the non-entertaining of claims by the Trust shall be referred to the Board of the Exchange for decision.
Q: What is the process for filing a claim if TradeJini defaults?
A: You have a three-year window to file a compensation claim in case of a default by TradeJini. Please refer to SEBI’s circular (WEB) for eligibility criteria. Claims within this period will be considered for compensation from the IPF. Visit NSE (WEB) and BSE (WEB) pages for details on claiming compensation. NSE provides coverage up to ₹25 lakhs per investor, while BSE provides coverage up to ₹15 lakhs.

What happens to my funds and holdings if my stockbroker defaults?

Holdings:
Q: Where are my securities held, and what happens if TradeJini defaults?
A: In TradeJini, your securities are securely held electronically with CDSL (WEB) – TradeJini is a depository participant of CDSL. If, in a rare scenario, TradeJini defaults, your holdings remain safe with the depository. You can smoothly transfer them to another stockbroker of your choice.
Funds:
Q: How are my funds protected with TradeJini, and what if the stockbroker defaults?
A: Your funds are held in a separate client pool account as mandated by SEBI, ensuring a direct and secure connection to your account. In the unlikely event of TradeJini facing financial challenges, the Investor Protection Fund (IPF) guarantees the safety of your funds up to ₹25 lakh. Moreover presently we need to up-stream total client fund to the clearing corporation on a daily basis as mandated by SEBI. This ensures that client funds are always secured by clearing corporation.
Claims and Compensation:
6. Eligibility of Claims
6.1. The claims received against the defaulter member during the specified period shall be eligible for being considered for compensation from the IPF.
6.2. If any eligible claim arises within three years from the date of expiry of the specified period, such claims will be processed at the discretion of the IPF Trust. Any claim received after three years from the date of expiry of the specified period and not processed by the IPF Trust will be dealt with as civil dispute.
6.3. Any appeal against the non-entertaining of claims by the Trust shall be referred to the Board of the Exchange for decision.
Q: What is the process for filing a claim if TradeJini defaults?
A: You have a three-year window to file a compensation claim in case of a default by TradeJini. Please refer to SEBI’s circular (WEB) for eligibility criteria. Claims within this period will be considered for compensation from the IPF. Visit NSE (WEB) and BSE (WEB) pages for details on claiming compensation. NSE provides coverage up to ₹25 lakhs per investor, while BSE provides coverage up to ₹15 lakhs.

How safe is it to trade with TradeJini?

Trading with Tradejini is not just about the present; it’s about a decade-long commitment to our customers since our establishment in 2012. With over 30,000 clients by 2023, all joining organically due to our stellar reputation in the financial industry, we prioritize the safety and satisfaction of every trader. In our 11 years of service, we’ve experienced only two minor glitches lasting merely few seconds, a testament to our robust system. We are dedicated to continual enhancement of our trading terminal based on valuable customer feedback. Our prompt and efficient customer support team is always ready to resolve any issues. It’s noteworthy that Tradejini has been consistently profitable since its inception.

However, We recommed our clients to keep their login credentials secured and not share it to other people which could lead to breach of security.

What are pre-market and post-market sessions and orders in NSE and BSE?

Pre-Open Market Session:
The pre-open market session, exclusive to the equity segment, was introduced to minimize volatility and streamline the opening process of securities on both NSE and BSE. This brief period, occurring from 9:00 AM to 9:15 AM, plays a crucial role in setting the tone for the trading day.

During the initial 8 minutes (9:00 AM to 9:08 AM), the exchange collects, modifies, or cancels orders. Clients have the flexibility to place limit or market orders, and the order collection window may close between 9:07 AM and 9:08 AM. Following this, orders are matched, and trades are confirmed.

Example:
If you place a market order during this session, it will be executed at the prevailing market price once the order collection window closes.

Post-Closing Session:
The post-market or closing session, lasting from 3:40 PM to 4:00 PM, is dedicated to market orders in the equity segment. Specifically, clients can place buy or sell orders using the CNC product code at the market price.

Example Scenario:
For instance, if the closing price of Reliance at 3:30 PM is ₹800, and you place a market order to buy Reliance between 3:40 PM and 4:00 PM, the order will be executed at ₹800, aligning with the closing price.

The post-market session, while less active, provides insights into stock movements, visible through market depth from 3:40 PM to 4:00 PM.

What are the market timings?

Pre-opening Timing (9.00 a.m. – 9.15 a.m.)
During this period, orders can be placed, modified, or canceled.

Price determination for securities occurs from 9.08 a.m. to 9.12 a.m.

The transition period from 9.12 a.m. to 9.15 a.m. prepares for the normal session.

Normal Session (9.15 a.m. – 3.30 p.m.)
Primary trading hours where bilateral order matching determines transaction prices.

The system aims to control volatility and fluctuations in security prices.

Post-closing Session (3.30 p.m. onwards)
Closing prices are determined from 3.30 p.m. to 3.40 p.m. using a weighted average.

Bids for the next day’s trade can be placed from 3.40 p.m. to 4 p.m.

What is the concept of Periodic Call Auctions (PCA) introduced by SEBI in 2013, and how does it impact trading in illiquid stocks?

SEBI introduced Periodic Call Auctions (PCA) in 2013 to control volatility in illiquid stocks.

Stocks that meet specific illiquidity criteria, such as an average daily number of trades less than 50 and a daily trading volume below 10,000, are included. PCA involves six one-hour auction sessions throughout the trading day, starting at 9:30 AM. During the 45-minute window, participants can place, modify, or cancel orders. This is followed by an eight-minute matching period, and a seven-minute buffer precedes the next auction session. This process ensures fair price discovery and reduces excessive volatility.

Session Schedule:

Session No 1: 09:30 AM – 10:15 AM (Order Placement), 10:15 AM – 10:23 AM (Order Matching), Buffer: 10:24 AM to 10:30 AM

Session No 2: 10:30 AM – 11:15 AM, 11:15 AM – 11:23 AM, Buffer: 11:24 AM to 11:30 AM

Session No 3: 11:30 AM – 12:15 PM, 12:15 PM – 12:23 PM, Buffer: 12:24 PM to 12:30 PM

Session No 4: 12:30 PM – 01:15 PM, 01:15 PM – 1:23 PM, Buffer: 01:24 PM to 01:30 PM

Session No 5: 01:30 PM – 02:15 PM, 02:15 PM – 2:23 PM, Buffer: 02:24 PM to 02:30 PM

Session No 6: 02:30 PM – 03:15 PM, 03:15 PM – 3:23 PM, Buffer: 03:24 PM to 03:30 PM

Q: How does trading in illiquid stocks under PCA work, and when should one place orders?

A: To trade illiquid stocks under PCA, orders must be placed in the first 45 minutes of each session. Orders matching within the next 8 minutes result in confirmed trades. Unexecuted orders are retried in subsequent sessions throughout the day.

Q: Are Immediate or Cancel (IOC) and Good Till Triggered (GTT) orders allowed for stocks under PCA?

A: No, IOC and GTT orders are not allowed for stocks under the Periodic Call Auction category.

Important Note:

If an order is placed but not executed during a session, it will be retried for execution in the following sessions throughout the day. To learn more, refer to BSE FAQ (PDF) and NSE circular.

What are the trading hours for a stock on its listing day?

On the listing day, the market timings for a stock are as follows:
Pre-Open Session (IPOs and Re-listed Scrips Order Entry):

Time: 9:00 AM – 9:44/45 AM (approx)
Action: During this period, you can place, modify, or cancel orders for new listings (IPO) and re-listed instruments in the Call auction in the pre-open session.
Exchange Status: Open

Pre-Open Session (IPOs and Re-listed Scrips Order Matching & Confirmation):

Time: 9:45 AM – 9:55 AM
Action: Order placement, modification, or cancellation in the call auction in the pre-open session will be stopped during this period.
Exchange Status: N/A

Opening Price Determination, Order Matching, and Trade Confirmation:

Time: 9:00 AM – 9:45 AM
Buffer Period: 9:55 AM – 10:00 AM
Continuous Trading for IPOs and Re-listed Scrips: 10:00 AM – 3:30 PM
Unmatched market orders will be moved to the continuous session at the opening price.

What is interoperability of exchanges and how does this affect my Equity and F&O trading?

TradeJini has embraced the SEBI-initiated interoperability (WEB) among Exchanges/Clearing Corporations, marking a significant evolution in settlement procedures. In the past, transactions conducted on NSE were cleared via NSE Clearing Limited, and those on BSE were cleared through ICCL. However, with the introduction of interoperability, transactions from both NSE and BSE, spanning Equity, CDS, and NFO, are now consolidated and settled through a unified clearing corporation. TradeJini has selected NSE Clearing Limited as its designated clearing partner for all trades.

 

Can F&O positions be rolled over during the ban period?

No, as per SEBI regulations, it is not allowed to rollover open F&O positions during a ban period for the traded contract. Rollover during a ban period is prohibited.

 

Also Read: SEBI New Stock Market Rules to Take Effect From Oct 1, 2024

What are Open interest limits?

The ‘Open Interest Limit’ on exchange is the maximum number of open contracts or positions that traders can hold for a specific financial instrument. This limit is in place as a regulatory measure to prevent the accumulation of excessive positions. By doing so, it helps maintain market stability and minimizes potential risks associated with large and concentrated positions.

Why can't market orders be placed for stock option contracts at Tradejini?

Market orders on Tradejini are limited for certain contracts due to liquidity concerns. Illiquid contracts may have bid/ask prices with significant gap and may differ from the last traded price. Placing market orders without considering these bids/asks can result in unfavorable trade execution and potential losses.

How is buy average calculated for F&O trades?

When trading the same contract multiple times, we calculate the buy average for F&O positions using the FIFO (First In, First Out) method, regardless of the product type (MIS or Normal) used to close the positions. This consistency is crucial for accurate P&L calculation when filing income tax returns.
To illustrate the FIFO method, let’s take an example:

Date Symbol Trade Type Qty Rate (₹)
18/04/2024 NIFTY25APRFUT Buy 50 22100
19/04/2024 NIFTY25APRFUT Buy 50 21900
19/04/2024 NIFTY25APRFUT Sell 50 22150

In this case, the buy trade on 18/04/2024 becomes the open quantity on 19/04/2024, resulting in an average price of ₹22100 at the beginning of the day on 19/04/2024. At the end of the day on 19/04/2024, the P&L will show a booked profit of ₹2500[(22150-22100)*50], and the open position of 50 will have the average price of ₹21900, with the unrealized P&L reflecting the difference between the current market price and ₹21900.

Remember, the FIFO logic applies to both carried forward (Normal) and intra-day (MIS) trades.

Why was the settlement price 0 for the option position, although the Last Traded Price (LTP) is not 0?

The settlement price is based on the weighted average price for the last 30 minutes in the cash market for the underlying instrument. It’s important to note that the Last Traded Price (LTP) cannot be zero. However, if the option’s strike price is Out-of-The-Money (OTM), the settlement price will be zero, regardless of the LTP price.

 

How to trade weekly nifty option contracts in Tradejini?

To trade weekly Nifty option contracts, simply add the required contract to your watchlist by typing in “Nifty” followed by the date of expiry for e.g., “15feb” followed by the strike price say ” 21700″ followed by the option type “CE” or “PE”. An additional balloon will appear which will say which week the contract belongs to, such as “W1”, “W2” or “W3” and then you can press on the add button to add it to the watchlist. After adding the same to the watchlist the same balloon appears after the date of expiry for clients to easily identify the same as weekly contracts.

When do Nifty weekly contracts expire?

Nifty weekly contracts expire every Thursday of the week. If Thursday happens to be a trading holiday, the previous trading day will be the expiry day. All contracts expire at the normal market closing time on the expiry day, or at any other time as decided by the exchange.

Why buying stock options on the expiry day is not allowed?

New purchase or sale of stock options are not allowed on expiry day. This restriction is placed because contracts during this period may be subject to physical settlement. Nevertheless, clients retain the freedom to close out any existing positions they may hold.
It’s essential to note that maintaining open long positions during the last day can significantly escalate margin requirements. This is primarily due to the probability of physical delivery of option contracts. Certain times exiting such contracts may become challenging due to illiquidity.

For further clarification or assistance, please feel free to reach out to our support team by writing to us at help@tradejini.com.

What is F&O (Futures and Options)?

Futures and options are financial tools that enable traders to speculate on the price movements of an underlying asset without owning it. In futures contracts, the buyer commits to purchasing the underlying asset at a predetermined price and date, while the seller is obligated to deliver it. Options contracts grant the buyer the right, but not the obligation, to buy or sell the underlying asset at a predetermined price and date. The seller must fulfill the contract if the buyer decides to exercise their option.
Trading in futures and options is intricate and involves notable risks. The value of these derivatives can be influenced by various factors such as market volatility, changes in interest rates, and fluctuations in currency exchange rates. Traders may encounter substantial losses if their positions move unfavorably.
Understanding the intricacies of derivatives requires a comprehensive grasp of the subject.

What are the risks associated with the physical delivery of stock Futures & Options (F&O)?

A. The physical delivery of stock Futures & Options (F&O) comes with certain risks that traders should be aware of:
Systemic Risk: Physical delivery in stock derivatives introduces potential systemic risks in the Indian capital markets, creating a threat to traders.
Cash and Stock Requirements: If a customer holds stock futures or in-the-money stock options at expiry, they must give or take delivery of the entire contract’s stock value. This can be challenging for traders without sufficient cash or stocks, increasing the risk.
Margin Requirements: As the expiry date approaches, the margins needed to hold a future or short option position increase. A minimum of 40% of the contract value is required on the last two days of expiry.
Long Option Positions: Even In-The-Money (ITM) long or buy option positions require a delivery margin four days before expiry. The margins for long ITM options increase from 10% to 50% of the contract value, with 50% required on the last two days of expiry.
Square Off: If a customer lacks adequate funds or stocks for delivery, the broker squares off the contract. An intent to hold after higher margin blocking indicates an intention to give or take delivery.
OTM Option Risk: Risks arise from out-of-the-money (OTM) options that become ITM on the last day of expiry. No additional margins are blocked for OTM options in the expiry week, posing a potential risk if they suddenly become ITM.

Why are F&O contracts not displayed for a particular stock?

If you can’t find the Futures and Options (F&O) contract for a particular stock, despite entering the correct name, it’s likely that the stock isn’t eligible for trading in the F&O segment. The Securities and Exchange Board of India (SEBI) defines specific criteria (WEB) for instruments to be included in the F&O segment. Currently, F&O contracts are available for a subset of listed securities (WEB) on the exchange, including Nifty, Bank Nifty, Nifty Midcap select, FinNifty, Bankex, and Sensex.

 

Why were funds deducted from TradeJini account for exiting a profitable short options position?

1. What happens when I exit a profitable short options position?
When you exit a profitable short options position, the amount required is deducted from the premium you received. You can easily track this on the fund’s tab, specifically in the Options Premium column on the day the options were shorted.
Example: Let’s say you sold RELIANCE SEP 2800 CE when the premium was ₹42, with a lot size of 250. If you received ₹10,500 as premium and later exited the position when the premium dropped to ₹25, making a profit of ₹4250 [(₹42 – ₹25) * 250], ₹6250 (₹10,500 – ₹4,250) would be deducted from your funds upon exit. Even though you made a profit of ₹4250, the initial premium received plays a role in the deduction. The margin blocked for shorting the options will be released once the short position is bought back.
2. What happens if I hold the position till expiry?
If you decide to hold the position until expiry and the premium becomes 0, you get to keep the entire premium received as a profit. This only happens if the position expires Out of The Money (OTM). In our example scenario, Mr. X would keep ₹10,500 entirely as profits only if the premium becomes 0, which occurs when the position expires OTM.
3. What if the position expires In The Money (ITM)?
Stock Options: If the position expires ITM, you have two options:

  • Give Delivery: For short call options, you need to deliver the stock. However, if you don’t have the stocks in the demat account, there will be a short delivery, incurring a short delivery penalty.
  • Take Delivery: For short put options, you need to take delivery of the stock. If you don’t have sufficient funds, it results in a debit balance in your trading account.
Index Options: If the position expires ITM, index options will be cash-settled. The remaining amount will either be debited or credited to your trading account after the daily settlement process.

Why is the option order being rejected with a request to place it around the theoretical price?

Q1: Why are risk management checks in place for trading options on CubePlus?
A1: Risk management checks on CubePlus are a regulatory requirement imposed by exchanges. The primary goal is to prevent trades in options from happening at prices significantly different from their theoretical values.
Q2: Can you provide an example of how these risk management checks work in practice?
A2: Certainly! Let’s say a stock is trading at ₹95, and a Call option with a 100 Strike is priced at ₹5. If a buy trade is attempted at ₹50, it would be considered significantly away from the theoretical price.
Q3: What types of freak trades are addressed by these checks?
A3: These checks address both accidental and intentional freak trades. Accidental trades can occur when traders unintentionally place larger orders, while intentional ones involve fraudulent actors manipulating accounts with abnormal trades.
Q4: How does CubePlus handle Good Till Triggered (GTT) orders within the theoretical price range?
A4: Despite safeguards, GTT orders can be placed outside the theoretical range. However, when triggered, CubePlus applies execution theoretical range checks. If the order falls outside the range, it will be rejected, ensuring additional protection for traders.
Q5: How can CubePlus users prevent mistaken orders?
A5: It’s crucial to place orders closer to the theoretical price to avoid errors. Emphasizing order accuracy helps prevent orders from being mistakenly placed in the wrong option contract.
Q6: What is the overall objective of these risk management measures?
A6: These measures collectively aim to maintain market integrity, prevent abnormal price movements, and safeguard traders from significant losses resulting from freak trades.

Why are risk management checks in place for trading options on CubePlus?

Risk management checks on CubePlus are a regulatory requirement imposed by exchanges. The primary goal is to prevent trades in options happening at prices significantly different from their theoretical values.

Can you provide an example of how these risk management checks work in practice?

Certainly! Let’s say a stock is trading at ₹100, and a Call option with a 110 Strike is priced at ₹10. If a buy trade is attempted at ₹50, it would be considered significantly away from the theoretical price.

What types of freak trades are addressed by these checks?

Risk Management checks address both accidental and intentional freak trades. Accidental trades can occur when traders unintentionally place larger orders, while intentional ones involve fraudulent actors manipulating accounts with abnormal trades.

How does CubePlus handle Good Till Triggered (GTT) orders within the theoretical price range?

Despite safeguards, GTT orders can be placed outside the theoretical range. However, when triggered, CubePlus Applies execution range checks. If the order falls outside the range, it will be rejected, ensuring additional protection for traders.

How can CubePlus users prevent mistake orders?

It’s crucial to place orders closer to the theoretical price to avoid errors. Emphasizing order accuracy helps prevent orders from being mistakenly placed in the wrong option contract.

What is the overall objective of these risk management measures?

These measures of risk management collectively aim to maintain market integrity, prevent abnormal price movements, and safeguard traders from significant losses resulting from freak trades.

What are interest rate derivatives? – Do we have it?

Interest Rate Derivatives
Interest rate derivatives are financial contracts traded on TradeJini’s CubePlus platform, deriving their value from interest rates or the prices of interest-rate securities. In the context of India, these derivatives are linked to interest rates on money, interbank money rates, and predominantly bonds, with the underlying interest rate tied to a specific debt security.
All interest rate derivative contracts on CubePlus are settled in cash, and the settlement process varies based on the type of contract being traded.
Trading Currency F&O
To trade currency F&O, simply add them to your market watch on CubePlus. Just type “interest rate series” in the universal search bar, and the relevant contracts will appear in the drop-down. Select and add the contract you wish to trade.

What happens if the option contract is not squared off on the expiry date?

In-The-Money (ITM) Stock Options Contracts
Settlement Method: Physically settled.
STT (Securities Transaction Tax): Charged on exercised contracts at a rate of 0.125% of the intrinsic value (intrinsic value * quantity).
Brokerage: Charged on both the buy and sell sides.
Out-of-The-Money (OTM) Stock Options Contracts
Outcome: Expire worthlessly.
Loss: The entire premium paid is lost.
Brokerage: Charged only on the buy side.
Index Options
Settlement Method: Cash-settled.
If Bought:
ITM Contracts: STT is charged on exercised contracts at 0.125% of intrinsic value, and brokerage is charged on both sides.
OTM Contracts: Expire worthlessly, and brokerage is charged only on the buy side.
If Shorted or Sold:
STT: Charged only on the sell side when initiating the short.
STT Impact on Expiry: None.
Premiums: Received are kept by the trader, depending on the moneyness of the option contract.

If an F&O position results in taking delivery of the stock, when will the stocks show up on CubePlus?

When stock options and futures positions that are in the money (ITM) expire, they undergo physical settlement. In the case of stock delivery resulting from physical settlement, the client’s demat account will receive the stock by the next trading day (T+1 day). For example, if the F&O expiry is on Thursday, the delivery will be settled by Friday evening.

In instances of a counterparty short delivery, the credit of shares may take up to 2 working days after expiry. The client could receive partial delivery initially, with the remaining quantity delivered on T+2. In the event that the exchange is unable to purchase shares in the Auction market, the position may be fully or partially cash settled.

 

What is the impact of Corporate actions on futures and options?

Corporate Actions and Contract Adjustments
TradeJini understands that corporate actions, such as Bonus, Rights, Extraordinary dividends, Merger/Demerger, Amalgamation, Splits, and Consolidations, play a significant role in shaping the futures and options contracts of the underlying stock. Our commitment is to ensure that market participants’ positions retain value as close as possible to the original value on the ex-date of the corporate action. To learn more, visit nseindia.com/products-services/equity-derivatives-corporate-actions-adjustments.
To achieve this, adjustments are made, encompassing changes in the base price, option strike values, and market lot, depending on the adjustment factor. In certain situations, adjustments may lead to the modification of the contract’s expiry date. This means that the contract could be force closed before the original expiry date, and adjusted contracts will be introduced for trading instead.
The specific adjustments needed will vary based on the nature of the corporate action. It’s important to note that all open positions will be subject to these adjustments. This is done to maintain fairness and consistency in the market, ensuring a level playing field for all traders.
Stay informed about all current and upcoming corporate actions by referring to our comprehensive list (DOC).

What does Rollover mean?

What does Rollover mean at TradeJini?Rollover, or rolling over a contract, at TradeJini refers to the practice of extending a futures position by transitioning from the current-month contract, which is nearing expiration, to a contract with a later expiry in another month. To execute a rollover, one closes the position in the expiring contract and initiates a new position in a similar contract with a future expiration. It’s important to note that rollover is applicable only to futures and not to options.
Example Scenario at TradeJiniLet’s say you’ve purchased a Nifty futures contract with an expiry date of 23rd February. If you anticipate that the Nifty will continue to rise in March and wish to maintain your position, you can perform a rollover. This involves exiting the existing Nifty February futures contract and entering into a new position for the March futures contract, which expires in March.
Important NoteHowever, it’s essential to be aware that according to SEBI (ZIP), the rollover of contracts during the ban period is prohibited. Nevertheless, you are permitted to exit existing positions.

Why do F&O contracts enter ban period?

What happens during the ban period for F&O contracts on TradeJini?During the ban period, F&O contracts for a stock are imposed when the open interest crosses 95% of the Market Wide Positions Limits (MWPL). The ban is lifted only when the open interest falls below 80%. It’s important to note that this restriction doesn’t apply to index F&O contracts. To learn more, visit https://www.nseindia.com/products-services/equity-derivatives-position-limits.
What actions are allowed during the ban period?New positions cannot be initiated for any stock F&O contracts in the ban period. However, exiting open positions is permitted. The affected stock can still be traded in the cash segment where these limits do not apply.
Where can I find the list of securities under the ban period?You can find the list of securities under the ban period on TradeJini’s margin calculator on the web platform. (WEB)

What is Futures and options in derivatives, and what are the risks involved in it?

The Futures and Options (F&O) is an intricate leveraged financial instrument, trading in the same may result in a permanent loss of capital if not approached with a good understanding of the associated risks.
Key risks of F&O trading include:
Partial Execution and Price Differences:F&O orders may be executed partially or with significant price differences due to illiquidity and market volatility. This can lead to orders being executed at prices far from the Last Traded Price (LTP), increasing impact costs.
Options Trading:Buying options may result in losing the entire premium paid, while selling options can lead to losses exceeding the initial margin if the price moves against the expectation. Always use the position analyzer to calculate the payoff and assess maximum profit and loss for your positions.
Market Movement and Future Positions:If the price doesn’t move as expected for future positions, losses could surpass the initial margin. Dynamic margin requirements may increase, causing margin shortfalls that must be covered to prevent our RMS system from squaring off your positions.
Physical Settlement Risks:Stock futures and stock option positions expiring In The Money (ITM) pose physical settlement risks, including the potential of taking delivery of underlying shares without sufficient funds and short delivery risks.
Security Risks:Be cautious about sharing your login information. Scammers may claim to help you make more money, leading to potential financial risks.
Leverage Impact:Higher leverage can result in losses exceeding the initial margin.
Risk Disclosure Document (RDD):Upon account opening, a copy of the Risk Disclosure Document (RDD) is sent to the registered email address. The RDD provides crucial information about risks associated with trading or investing in any capital market instrument.

Also Read: Lot Size in Futures & Options Trading: Definition, Significance & Key Points

What are currency derivatives, and how to trade them on CubePlus?

Q: What are Currency Derivatives?A: Currency derivatives are financial contracts traded on exchanges, similar to stock F&O. However, instead of stocks, these contracts involve currency pairs such as USDINR, EURINR, JPYINR, or GBPINR. The lot size, which represents the standardized quantity of currency units, varies for each pair and can be found on the NSE website (WEB).
Q: What is Lot Size in Currency Contracts on NSE?A: Lot size in currency contracts on the National Stock Exchange of India (NSE) signifies the minimum amount of a specific currency eligible for trading in a single transaction. For TradeJini, the lot sizes are as follows:

  • USDINR: 1 unit denotes 1000 $ (Dollar)
  • EURINR: 1 unit denotes 1000 € (Euro)
  • GBPINR: 1 unit denotes 1000 £ (Pound sterling)
  • JPYINR: 1 unit denotes 100,000 ¥ (Yen)
Q: How do I Trade Currency F&O on TradeJini’s CubePlus?A: To trade currency F&O on CubePlus, simply add the contracts to your marketwatch. Type the name of the currency pair in the universal search, and all the contracts will be displayed in the drop-down. Hover over the contract to be traded and click or tap on Buy or Sell to place an order.
Q: Can I use Intraday (MIS) for Currency Futures on TradeJini?A: Yes, Intraday (MIS) is allowed for currency futures on CubePlus. However, please note that it’s not allowed for currency option contracts.
Q: How are Currency Derivative Contracts Settled on TradeJini?A: Currency derivative contracts on CubePlus are settled at the RBI reference rate.

Example Scenario:

Suppose we take the USD-INR currency pair with a lot size of 1,000. To buy or sell USD-INR contracts, traders must transact in multiples of 1,000 units. If a trader buys one lot, they would be purchasing 1,000 units of the U.S. Dollar against the Indian Rupee. Likewise, if a trader sells one lot, they would be selling 1,000 units of the U.S. Dollar against the Indian Rupee.

What are the risks of trading Futures and Options (F&O)?

Answer:Trading Futures and Options (F&O) involves intricate financial instruments that may result in a permanent loss of capital if not approached with a good understanding of the associated risks.
Key risks of F&O trading include:

  • Partial Execution and Price Differences: F&O orders may be executed partially or with significant price differences due to liquidity and market volatility. This can lead to orders being executed at prices far from the Last Traded Price (LTP), increasing impact costs.
  • Example: An illiquid contract may execute a market buy order for 100 shares at ₹19.85, resulting in an impact cost of ₹10.8. Iceberg orders can help reduce impact costs.
  • Options Trading: Buying options may result in losing the entire premium paid, while selling options can lead to losses exceeding the initial margin if the price doesn’t move as expected. Always use the Kite position analyzer to calculate the payoff and assess maximum profit and loss for your positions.
  • Market Movement and Future Positions: If the price doesn’t move as expected for future positions, losses could surpass the initial margin. Dynamic margin requirements may increase, causing margin shortfalls that must be covered to prevent our RMS system from squaring off your positions.
  • Physical Settlement Risks: Stock futures and stock option positions expiring In The Money (ITM) pose physical settlement risks, including the potential of taking delivery of underlying shares without sufficient funds and short delivery risks.
  • Security Risks: Be cautious about sharing your login information. Scammers may claim to help you make more money, leading to potential financial risks.
  • Leverage Impact: Higher leverage can result in losses exceeding the initial margin.
  • Risk Disclosure Document (RDD): Upon account opening, a copy of the Risk Disclosure Document (RDD) is sent to the registered email address. The RDD provides crucial information about risks associated with trading or investing in any capital market instrument.

Also Read: Lot Size Meaning in Futures & Options Trading: Significance & Key Points

What is devolvement for commodity option and how does it work?

What is devolvement at TradeJini?Devolvement at TradeJini refers to the process of converting an in-the-money (ITM) commodity options contract into an underlying futures contract of the same asset. When a commodity option is ITM, it is devolved into the underlying futures contract. The strike price of the devolved options contract is determined by the buy average for taking delivery or the sell average for giving delivery of the futures contract.
What happens if I hold an ITM option at TradeJini, but there aren’t sufficient margins?If your ITM option position doesn’t have enough margins in your TradeJini account to hold until expiry, the position will be squared off after 9 PM on the expiry day. However, if there are sufficient margins in your trading account and you hold an ITM option contract, it will be devolved into the underlying futures contract from the very next day after expiry.
What occurs on the options contract expiry date at TradeJini?On the options contract expiry date, all open ITM options contracts will be devolved into futures. The exchange blocks a margin equivalent to 25% of the futures margin required to hold the ITM option contract 2 days before expiry, 50% 1 day before expiry, and 100% for devolvement. Failure to have the required margin in the trading account may result in a square-off of open positions at TradeJini’s discretion. If an ITM options trade cannot be matched with a counterparty, it will be cash-settled.

What does the devolvement of ITM commodity options mean, and what impact does it have on the positions?

What is devolvement at TradeJini?
Devolvement at TradeJini refers to the process of converting an in-the-money (ITM) commodity options contract into an underlying futures contract of the same asset. When a commodity option is ITM, it is devolved into the underlying futures contract. The strike price of the devolved options contract is determined by the buy average for taking delivery or the sell average for giving delivery of the futures contract.
What happens if I hold an ITM option at TradeJini, but there aren’t sufficient margins?
If your ITM option position doesn’t have enough margins in your TradeJini account to hold until expiry, the position will be squared off after 9 PM on the expiry day. However, if there are sufficient margins in your trading account and you hold an ITM option contract, it will be devolved into the underlying futures contract from the very next day after expiry.
What occurs on the options contract expiry date at TradeJini?
On the options contract expiry date, all open ITM options contracts will be devolved into futures. The exchange blocks a margin equivalent to 25% of the futures margin required to hold the ITM option contract 2 days before expiry, 50% 1 day before expiry, and 100% for devolvement. Failure to have the required margin in the trading account may result in a square-off of open positions at TradeJini’s discretion. If an ITM options trade cannot be matched with a counterparty, it will be cash-settled.
Example Scenario at TradeJini
Let’s say Gold is at 31500 levels. The GOLD 19JAN 31000 CE is an ITM option contract. On the expiry day, it will devolve into GOLD 19FEB FUT, with a buy average of 31000. Short position settlement happens based on the counter buyer consent. If you have open hedge positions on expiry day, it may result in a net-off. In the case of having Long futures and a short call option, the short call option will be devolved into a short future position after 11:30 pm on the expiry day. Positions will be netted off, and these won’t be carried forward.

How is the disparity, parity between MCX prices and International prices for gold, silver, aluminium and zinc calculated?

The disparity between MCX and International prices occurs due to factors like:
  1. Cost of Insurance and freight.
  2. Basic Customs Duty (BCD) + Social Welfare Surcharge (SWS).
  3. Warehouse delivery overheads.
For Gold and Silver refer to:
  • Breakdown of formula.
  • TradingQ&A.
For Aluminium and Zinc refer to:
  • Breakdown of formula.
  • TradingQ&A.

How are MCX contracts settled?

Commodity Futures
At TradeJini, commodity futures contracts can either be cash or physically settled. Notably, we allow cash settlement, and it’s important to note that physical settlement is not an option with us. In case positions are not closed before the start of the delivery period, TradeJini may square them off. For each auto-squared-off order, a charge of ₹50 plus 18% GST will be applicable. You can find details about settlement types and the last trading dates in (DOC)
Commodity Options
In the world of commodity options at TradeJini, all In The Money (ITM) contracts are devolved into their respective futures contract of the current month on the day of expiry. If you hold an ITM contract until expiry, be aware that it will require margins equal to the futures contract to facilitate its devolvement on the next trading day.
Example Scenario
Let’s take an example scenario: Gold is currently at 31500 levels, and you hold a GOLD 19JAN 31000 CE ITM option contract. On the expiry day, this contract will devolve into GOLD 19FEB FUT, with a buy average of 31000. However, if the exchange cannot match the contract with a counterparty, the ITM options trade will be cash-settled instead of devolving into a futures contract.

What does clubbing of open position limit on MCX mean?

What does clubbing of open position limit on MCX mean?
When you have multiple commodity accounts (Individual/Corporate/Partnership/HUF etc.) opened with TradeJini, and there are open positions in these accounts, the positions are combined or “clubbed” to determine the overall open position limit for the contract. This practice is in accordance with the SEBI circular (PDF), and a penalty may be imposed if the total open positions surpass the exchange-stipulated limit. You can find more details in this circular (PDF).
By default, TradeJini automatically clubs all positions. However, if you prefer your positions not to be clubbed, you need to provide written consent to TradeJini, stating the reasons for not clubbing the positions. TradeJini will then forward this consent to the exchange.

Why is trading in some agri commodities not allowed?

Trading in commodities like Kapas, Cotton Candy, and a few others is restricted on CubePlus due to their infrequent trading activity and associated risks. Here’s why:
Liquidity Concerns: These commodities are traded very rarely, leading to low liquidity. This poses challenges for traders as it may become difficult to exit a position.
Risk of Physical Delivery: In illiquid markets, there’s a risk that a trader might be unable to exit the position, potentially leading to the position being marked for physical delivery.
Bid-Ask Spread Variability: The bid-ask spread, representing the difference between buying and selling prices, tends to be higher in such commodities. This means orders may get executed at prices that are significantly apart.
To ensure a smooth trading experience, CubePlus focuses on providing a diverse yet secure environment.

Why is an additional margin charged for energy futures contracts close to expiry?

An extra margin is applied to energy futures and all other futures contracts as they approach expiry for safety reasons (Except Tradeable Index) . This precautionary measure is implemented by the exchange, initiating the margin increase five days prior to expiry. The escalation occurs in increments of 10%, 15%, 20%, and 25%. The rationale behind this is to mitigate the risk associated with physical settlement. Brokers must adhere to this margin adjustment to prevent any potential margin shortages and ensure a secure trading environment.

Also Read: Lot Size in Futures & Options Trading: Definition, Significance & Key Points

 

What is the position limit for agricultural commodities?

Certainly! Here’s the revised answer:

At TradeJini, we adhere to the maximum position limits set by MCX for both clients and brokers when trading agricultural commodities, as specified in this circular (PDF). Unlike some platforms, we allow trading not only in the current month’s contract of Mentha oil but also provide access to a range of commodities. However, it’s important to note that due to liquidity concerns, trading in Kapas and Cotton Candy is restricted on our platform.

 

What are surveillance indicators?

Surveillance indicators are numerical values assigned by NSE to identify various surveillance measures. Exchanges (PDF) mandate brokers to display a notification mentioning all the surveillance actions on the instrument when the client tries to place an order.

What is Tring?

Tring is real-time alerts shown on CubePlus while you trade on the platform. This warn users of risks associated with a particular trade before they execute the trade. Tring alerts show up on the order window while you place the order.

How to use the basket order feature on CubePlus app?

To create a basket order on the CubePlus app, follow these simple steps:
1. Open the CubePlus app.
2. Click on “Orders.”
3. Select the “Basket” option.
4. Tap on “Add Basket.”
5. Choose “Add Scrips.”
6. Add your preferred assets.
7. Swipe on “Execute.”
Execution: After executing a basket, the orders are placed in the sequence listed in the basket. To check the status of individual orders within the basket, review the CubePlus order book. This allows you to determine if the orders have been placed, executed, or rejected.
Margins: The required margin is the amount needed to place all orders in the basket. The final margin is the amount blocked in the trading account after order execution. The required margin varies based on the sequence of individual orders, while the final margin remains constant.

Why are the orders in the baskets executed partially?

If there aren’t enough funds to fulfill the entire basket order, partial execution occurs. Only the orders that can be processed with the available funds will be executed. It’s a simple matter of making the most of what’s in the financial basket.

What is the required and the final margin in a basket order?

Basket Orders Margin Explanation
Required Margin: The essential fund needed to enter the order. It represents the margin without factoring in the hedge position.
Example:
1. Let’s say you sell one lot of Nifty 19900CE and one lot of Nifty 19500CE, costing approximately ₹2,00,000/-. In this scenario, the Required Margin stands at ₹2 lakh.
2. Introducing a hedge position, like buying 2 lots of Nifty 20000CE, can alter the Final Margin. Suppose, due to this additional hedge position, your Final Margin decreases to ₹45,000/-. Here, the Final Margin is ₹2,00,000/-, but the Required Margin is ₹45,000/-.
Note: Final Margin isn’t an extra margin but rather the amount blocked from the Required Margin once the basket order is executed.

How to place basket orders on CubePlus?

Placing Basket Orders on CubePlus: A Quick Guide
Login to CubePlus:
Head to CubePlus and log in to your account.
Navigate to Orders:
Once logged in, locate the ‘Orders’ section.
Click on Basket:
In the ‘Orders’ section, find and click on ‘Basket.’
Name the Basket:
Give your basket a name for easy reference.
Add Scripts:
Begin by adding scripts to your basket.
Script Addition Steps:
To add scripts, select order type and quantity from the order window.
After adding scripts, review all details, including margin requirements.
Execution:
Double-check all the details and margin required.
Click on ‘Execute’ to finalize your basket order.
For Options:
Creating a Basket from Option Chain:
Navigate to the option chain of the asset.
Select Strike Price:
Choose your desired strike price.
Enable Basket Option:
On the top right, enable the ‘Basket’ option.
Select Strikes as Needed:
Customize your selection of strikes based on your strategy.
Execution:
Once satisfied, click on ‘Execute’ to swiftly execute your options basket.
At TradeJini, we take pride in offering traders a faster and more efficient process for managing basket orders.

Rights Issues and Rights Entitlements (RE) – FAQs

Right Entitlements (RE)
Rights Entitlements (REs) are like short-term digital certificates that show a shareholder’s right to apply for a rights issue. TradeJini provides Rights Entitlements to shareholders based on the number of securities they own on the record date.
Right Issues:
A rights issue is a corporate move that allows existing shareholders of TradeJini to buy additional shares in proportion to their current holdings, usually at a discounted rate. Shareholders who qualify will find right entitlements (REs) in their demat accounts. These REs can be used to apply for the rights issue or traded on the market. It’s important to note that if these REs are neither sold nor used for the rights issue, they will expire and lose their value.

How to apply for rights issue?

To apply for a rights issue, you can conveniently use Net Banking.

 

What happens if I buy/receive REs but don't apply for rights shares?

If you acquire REs but choose not to apply for rights shares, unfortunately, you’ll lose the opportunity to secure those shares. The company will reclaim the REs in such cases.

Also Read: Grab Shares at a discount- Rights issue decoded

 

What is a Rights issue?

A rights issue is a corporate move that allows existing shareholders of TradeJini to buy additional shares in proportion to their current holdings, usually at a discounted rate. Shareholders who qualify will find right entitlements (REs) in their demat accounts. These REs can be used to apply for the rights issue or traded on the market. It’s important to note that if these REs are neither sold nor used for the rights issue, they will expire and lose their value.

What is a Right Entitlement?

1. What is Rights Entitlement (RE)?
Rights Entitlement (RE) is a privilege issued by Tradejini to existing shareholders, allowing them to subscribe to new shares or other securities that they are eligible for under the rights offer. REs are allocated to shareholders based on a ratio of their existing equity shares held as of the record date.
2. What are the options available to an Eligible Equity Shareholder in the Rights Issue?
Eligible Equity Shareholders can:
i. Apply for their Rights Equity Shares up to the full extent of their Rights Entitlements.
ii. Apply for their Rights Equity Shares to the full extent of their Rights Entitlements and apply for additional Rights Equity Shares.
iii. Apply for their Rights Equity Shares to a part of their Rights Entitlements (without renouncing the other part).
iv. Apply for Rights Equity Shares to a part of their Rights Entitlements and renounce the remaining part.
v. Renounce their Rights Entitlements in full.
3. How are Rights Entitlements (REs) issued?
Rights Entitlements (REs) are issued in dematerialized form under a separate ISIN created by Tradejini.
4. What is the process of on-market and off-market renunciation?
(a) On-Market Renunciation: Investors may trade/sell their Rights Entitlements on the secondary market platform of the Stock Exchanges through a registered stockbroker.
(b) Off-Market Renunciation: Investors may transfer Rights Entitlements through an off-market transfer via a depository participant. This transfer must be completed before the Issue Closing Date.
5. What happens to Rights Entitlements (REs) not subscribed or renounced by the Issue Closing Date?
Rights Entitlements (REs) not subscribed or renounced by the Issue Closing Date will lapse and be extinguished.
6. Can persons who are not existing shareholders apply to the Rights Issue?
Yes. Individuals who have acquired Rights Entitlements (REs) through on-market or off-market renunciation are eligible to apply for the shares offered under the Rights Issue.
7. What if no application is made for subscribed Rights Entitlements (REs)?
If no application is made by the purchaser of REs before the Issue Closing Date, the REs will lapse, and no shares or securities will be credited. The purchaser will lose the premium paid for the REs.
8. Can an application in the Rights Issue be made using a third-party bank account?
Investors can make payments only using a bank account held in their own name. Applications with payments from third-party bank accounts are liable to be rejected.
9. Can a joint bank account be used for making applications on behalf of shareholders?
Yes. All joint holders must sign the Application Form, and communication will be addressed to the first Applicant.
10. How can a shareholder holding shares in physical form credit Rights Entitlements and apply in the Rights Issue?
Physical shareholders must provide demat account details to Tradejini or the Registrar to the Issue at least two working days before the issue closing date. The application will be considered only if REs are in the demat account furnished.
11. Where can one find information related to REs?
Investors can find information related to REs in the letter of offer filed by Tradejini with Stock Exchanges, available on the SEBI website under “Home » Filings » Rights Issues.”

Why has the average price been reduced after receiving bonus shares in TradeJini?

The average price, or buy average price, of a stock decreases when bonus shares are credited to your account because these bonus shares come at no additional cost. The calculation of the holding average follows the First In First Out (FIFO) method. Since bonus shares are essentially free, their buy price is considered zero. When these bonus shares are added to your demat account without any cost, it alters the buy average

What is a Bonus issue?

A Bonus issue is when a company gives existing shareholders free additional shares. Instead of paying dividends, the company opts to distribute extra shares. This doesn’t change the total value of your investment, but it increases the number of shares you hold.

Why haven't the bonus shares appeared in the holdings despite the decrease in stock price?

It generally takes about 15 days from the record date for bonus shares to reflect in your holdings. The exact timing may vary based on the Registrar and Share Transfer Agents (RTA). You’ll receive a notification from CDSL once the bonus shares are credited to your demat account. Initially, these shares are credited under a temporary ISIN and aren’t immediately available for trading. It typically takes 4-5 days for the shares to move from the temporary ISIN to the permanent ISIN after obtaining approval for trading. Rest assured, the bonus shares will appear on CubePlus after they have been approved for trading.

What is the impact of a bonus issue on equity holdings and F&O positions?

Q: What is a bonus issue, and how does it affect my holdings?
A: A bonus issue is when a company distributes free shares to eligible shareholders. In the case of TradeJini, the share price falls in the ratio of the bonus allotment, but worry not – it doesn’t impact the overall value of your holdings. We display the bonus quantity only after they are credited.
Q: Can you give me an example of how a bonus issue works?
A: Certainly! Let’s say Mr. Manav holds 10 shares of Reliance at ₹100 each, and the company announces a 2:1 bonus issue. After the bonus issue, Mr. Manav will receive 2 bonus shares for every share held, resulting in a total of 30 shares (10 originally bought + 20 bonus shares). Although the share price drops to ₹33.33, the value of Mr. Manav’s holdings remains ₹1,000.
Q: What happens if a company announces a 1:2 bonus?
A: If an investor holds just 1 share, they’ll get 0.5 shares as a bonus. These partial bonus shares are settled in cash, and the funds will be credited to the investor’s primary bank account.
Q: How does a bonus issue affect my Profit & Loss (P&L)?
A: Your P&L will show an artificial drop until the bonus shares are credited to your demat account. Once credited (which takes up to 15 days), your P&L will be updated. You’ll receive an SMS from CDSL when the shares are credited.

How to apply for an Offer for sale (OFS)?

To participate in an Offer for Sale (OFS) through TradeJini, kindly send an email to help@TradeJini.com with all the necessary details. Our dedicated team will promptly reach out to you to assist in the process.

What is an Offer For Sale (OFS)?

An Offer For Sale (OFS) is a method that enables the founder or promoter of a company to divest their shares to both institutional and retail investors through stock exchanges.

Can retail investors apply for an OFS below the cut-off price?

As per the guidelines outlined by NSE (PDF) and BSE (WEB) circulars, retail investors can participate in an Offer for Sale (OFS) by placing bids at the cut-off price or higher. It’s important to adhere to these regulations to ensure a smooth application process.

Why was the OFS allotment not received even though the request was placed before the cut-off?

In TradeJini, the Offer For Sale (OFS) allotment process is overseen by the exchanges, not the broker. The cut-off price is established through bids from the non-retail category, potentially resulting in a higher allotment price due to increased demand for OFS shares
On the first day of the OFS, bids from the non-retail category (those exceeding ₹2 lakhs or corporate entities) are accepted. The cut-off price for allocation is determined based on these bids, shaping the subsequent allotment.
For detailed insights into the allocation methodologies of OFS issues, refer to the BSE circular (PDF).

What is the maximum allowed bid quantity for retail OFS bids?

The maximum allowed bid quantity for retail OFS bids on CubePlus is subject to a transaction value below 2 lakhs. This ensures that retail investors can participate within this specified value limit.

Why is the cut-off price higher for retail OFS orders?

The cut-off price for retail OFS orders can vary based on demand dynamics. If institutional demand is low, the cut-off price for retail bids may align with institutional bids. However, if there’s robust institutional demand, the cut-off price for retail bids could be notably higher. Retail bids comprise those from individuals and HUFs with a value of less than ₹2 lakhs. This ensures fair pricing alignment with market conditions.

If stocks of a company have been held that issued dividends, how and when will the dividends be received?

If you’ve held stocks of a company that issued dividends, the receipt of dividends depends on the correct mapping of your bank details with your demat account. In case there’s an issue, such as non-receipt of dividends, please reach out to the RTA (Registrar and Transfer Agent) of the company. They maintain all the records, and once the issue is resolved, they will release any pending dividends. To prevent such problems, always ensure that your bank details are correctly linked to your demat account. It’s advisable to request a CMR (Client Master Report) copy from your broker. To obtain the CMR copy of your account in TradeJini, please email us at help@TradeJini.com from your registered email address.

What are dividends?

“Dividends represent a share of the profits or reserves that a company pays to its shareholders. To be eligible for a dividend, a shareholder needs to have the stocks in their demat account before the ex-date/record date. Make sure your holdings are in place by these dates to enjoy the benefits of dividends.

 

Why is the dividend amount received lesser than what it should be?

Dividends are automatically credited to your bank account. If, however, you haven’t received your dividend, we recommend reaching out to the Registrar and Transfer Agent (RTA) of the company. They will assist you in resolving any issues related to dividend payments.

 

Why are dividends not credited and what should shareholders do in order to get them?

Dividends are automatically credited to your bank account. If, however, you haven’t received your dividend, we recommend reaching out to the Registrar and Transfer Agent (RTA) of the company. They will assist you in resolving any issues related to dividend payments.

 

What is a Buyback?

What is a buyback or share?
Buyback or share repurchase is a strategic move where a company repurchases its shares from shareholders. This corporate action is initiated with the aim of acquiring shares at a price higher than the current market value. There are two methods companies may opt for: tender offer and open-market offer.
Tender Offer:
In a tender offer, the company extends an invitation to shareholders to sell their shares at a specific price. The credited amount is transferred directly to the shareholder’s primary bank account.
Open-Market Offer:
Alternatively, a company can actively repurchase shares from sellers on the exchange during a specified buyback period. The amount is credited to the shareholder’s trading account. You can check the buyback period on the SEBI (WEB) website.
In a buyback offer, whether through a tender offer or open-market offer, the company bears all taxes associated with the transaction.

How to apply for buybacks, takeovers and delistings at TradeJini?

Process for Applying for Buybacks, Takeover, and Delisting at TradeJini Using the CubePlus App:
1. Log in to CubePlus.
2. Navigate to your User ID.
3. Click on Reports.
4. Choose Portfolio from the options.
5. Select Corporate Action.
6. Click on Request.
7. Under Type, choose any one (buybacks, takeover or delisting) from the dropdown menu and click save.
8. Pick the desired company and proceed with your application.
Note: The buybacks, takeover or delisting option will only appear in the menu when there is such an ongoing offer. Keep an eye out, and once an offer is available, you’ll be able to see the option in the dropdown menu.

What is a stock split?

A stock split is a strategic move by a company where it increases the number of available shares by reducing the face value of its stock. Companies often opt for stock splits to enhance liquidity, as the stock price typically decreases post-split. It’s important to note that while the number of shares increases due to a reduction in face value, the overall value of your investment remains unchanged.

 

What is consolidation of shares?

Understanding Share Consolidation
What is Consolidation of Shares?
Consolidation of shares is a strategic move where companies reduce the number of outstanding shares by merging them and simultaneously increasing the face value of each share. This results in a decrease in the total number of outstanding shares, while the value of each individual share sees an increase.
Why Do Companies Consolidate Shares?
Companies choose to consolidate shares for various reasons, with a common motive being the desire to boost the per-share value of the stock. By reducing the total number of outstanding shares and increasing the value of each share, companies can make their shares more attractive to investors.
Another motivation for consolidating shares is to meet the requirements for listing on the stock exchange. Some stock exchanges have a minimum price threshold for listed stocks, and companies may opt for share consolidation to comply with these requirements.
For a more in-depth understanding of share consolidation and its implications.

What do the different groups on NSE and BSE mean?

Q. What do the different groups on NSE and BSE mean?
A. NSE and BSE organize shares into various series or groups to differentiate them. For example, shares in the EQ category on NSE follow a rolling settlement cycle, allowing for intraday trading, and are considered regular equity shares.
The securities traded on NSE are classified as:
Legend of series. (WEB)
NSE sub-segment of stocks. (WEB)
For information about how securities are classified on BSE, visit bseindia.com/markets/equity/EQReports/tra_trading.aspx.

What does GSM mean?

GSM stands for Graded Surveillance Measure, a framework introduced by SEBI in collaboration with the exchanges. Its primary aim is to enhance market integrity and safeguard the interests of investors. The list of stocks under GSM can be monitored on NSE (WEB) and BSE (WEB) websites. For more details, please refer to NSE FAQ. (PDF)
Here are the four stages of surveillance actions:
Stage 1: The applicable margin rate is 100%, and the price band is 5% or lower as applicable.
Stage 2: Trade for Trade with a price band of 5% or lower as applicable, and buyers need to deposit an Additional Surveillance Deposit (ASD) of 50% of the trade value.
Stage 3: Trade for Trade with a price band of 5% or lower as applicable, and buyers need to deposit ASD (100% of trade value).
Stage 4: Trade for Trade with a price band of 5% or lower as applicable, and buyers need to deposit ASD (100% of trade value) with no upward movement allowed.
Did you know? Buying is restricted for stocks in GSM Stage 2 and above.

Why is buying restricted for GSM stage 2 and above stocks?

Purchasing stocks in GSM stage 2 or higher is restricted due to exchange regulations. These stocks require an Additional Surveillance Deposit (ASD) equivalent to 100% or more of the trade value. The ASD margin will be blocked by the exchange for a minimum period of 2 months, even after the stock is sold.

These restrictions apply exclusively to fresh buy transactions according to our TradeJini policy. However, if you already have GSM stage 2 and above stocks in your account, you can still sell them from your holdings.

What is ASM (Additional surveillance measures)?

Additional Surveillance Measures (ASM) is a protective initiative by the Securities Exchange Board of India (SEBI) and exchanges, aimed at safeguarding investor interests and enhancing market integrity. The criteria for categorizing stocks under ASM can be found in the NSE FAQ (PDF). These stocks are further divided into two categories: long-term ASM and short-term ASM.
The surveillance actions applicable to these stocks include:
Visit nseindia.com/reports/asm to see the list of stocks under the ASM category.
Securities under ASM are closely monitored and may be moved to the trade-to-trade (T2T) segment if specific criteria are met.
For stocks under ASM, 100% of the traded value will be blocked as margins, meaning no intraday leverage is provided (MIS/BO/CO isn’t allowed). However, MIS is still permitted for F&O stocks under Stage 1 of Short-Term Additional Surveillance Measures (ST-ASM) (PDF).
Pledging of stocks under the ASM category is not allowed. If a stock that is pledged is moved under ASM, collateral margins will no longer be provided, and the collateral value will be reduced by the value of collateral received against the stock. Stocks can either be unpledged or kept pledged without collateral margins until moved out of ASM.
Did you know? Corporate actions, such as dividends, bonuses, splits, etc., are not impacted by a stock being under ASM. The benefits of corporate actions are passed on to the shareholder even if the stock is under the ASM category.

How are shares settled in a BTST transaction?

 

In a Buy Today Sell Tomorrow (BTST) transaction with TradeJini, you can sell shares before they are delivered to your demat account.
These transactions follow a settlement process where shares are credited to your account on the day they are received from the Clearing Corporation (CC). Simultaneously, they are earmarked for delivery against the sale conducted on the same day.
Example Scenario:
Let’s say you bought 100 shares of Reliance on Monday and sold them on Tuesday. Following the T+1 settlement cycle, the shares are transferred to your demat account on Tuesday. On the same day, TradeJini will earmark these 100 Reliance shares against the sale made on Tuesday. The actual debiting of these shares from your account occurs on Wednesday (T+1 from the sale on Tuesday).
By first transferring the shares to your account, then earmarking and debiting for sale settlement, TradeJini ensures that you receive credit for all corporate actions directly in your name. Additionally, any TDS deducted for dividends is filed against your PAN and reflected in your 26AS, avoiding passing through the broker’s PAN.
Since the shares are credited to your demat account and then debited for BTST transactions, DP charges will apply, similar to normal delivery transactions.

How are shares settled in a BTST transaction?

In a Buy Today Sell Tomorrow (BTST) transaction with TradeJini, you can sell shares before they are delivered to your demat account.
These transactions follow a settlement process where shares are credited to your account on the day they are received from the Clearing Corporation (CC). Simultaneously, they are earmarked for delivery against the sale conducted on the same day.
Example Scenario:
Let’s say you bought 100 shares of Reliance on Monday and sold them on Tuesday. Following the T+1 settlement cycle, the shares are transferred to your demat account on Tuesday. On the same day, TradeJini will earmark these 100 Reliance shares against the sale made on Tuesday. The actual debiting of these shares from your account occurs on Wednesday (T+1 from the sale on Tuesday).
By first transferring the shares to your account, then earmarking and debiting for sale settlement, TradeJini ensures that you receive credit for all corporate actions directly in your name. Additionally, any TDS deducted for dividends is filed against your PAN and reflected in your 26AS, avoiding passing through the broker’s PAN.
Since the shares are credited to your demat account and then debited for BTST transactions, DP charges will apply, similar to normal delivery transactions.

Where can the ETFs listed on the exchange be found?

The list of tradeable Exchange Traded Funds (ETFs) with the symbol and underlying can be found on NSE (WEB) and BSE (WEB) websites.

What does the SM or M symbol beside a stock mean?

When you see an SM or M symbol next to a stock on CubePlus, it indicates the category of stocks listed on NSE Emerge or BSE SME, which can be traded directly on our platform. Stocks listed on NSE Emerge fall under the SM category (WEB), while those listed on BSE SME are categorized as M (WEB). It’s important to note that stocks in these categories are traded only in multiples of their lot size. Trading in single shares or odd quantities is not possible.
To delve deeper, NSE Emerge (PDF) is a reliable exchange facilitating emerging corporates to raise capital through a credible admission process. This exchange is instrumental in financing Small and Medium-sized enterprises (SMEs). The EMERGE asset class includes companies with high growth potential, subsidiary companies, firms funded by VC firms/angel investors, and project SVPs. Similarly, BSE SME (PDF) functions on similar lines, providing a platform for SMEs and investors to connect and transact.

What happens when a stock is suspended?

When a stock is suspended, it is no longer traded on the exchanges and won’t appear in your CubePlus holdings. However, you can still view suspended stocks in your CubePlus Console holdings. Stocks are usually suspended due to non-compliance with regulations, and you can check the list of suspended stocks on the BSE (WEB) and NSE (WEB) websites.
If the suspended company addresses regulatory issues, the exchange may lift the suspension, allowing the shares to resume trading. On the other hand, if the company remains suspended and eventually closes, shareholders will need to consider it as a loss.

What are the documents required to open a corporate account? (1st Module)

Q: 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.
Q: What documents are required to open a corporate account if the KYC of the company and directors is not registered?
If the KYC of the company and the directors is not registered, you’ll need the following documents to open a corporate account:
  • Application form
  • Equity application form and commodity application form
  • Demat Debit and Pledge Instruction (DDPI) attached to the demat application form, which allows a broker to debit securities from the client’s demat account and deliver them to the exchange. The DDPI is optional.
  • FATCA Declaration.
  • Supporting documents, including 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.
  • Individual KYC form signed by each whole-time or executive director.
  • Certificate of incorporation with the seal and signature of the authorized signatory or director.
  • Memorandum of Association (MOA) and the Articles of Association (AOA) of the company, with authorized signatory or director seal and signature.
  • Balance sheet of the latest two financial years, attested by a Chartered Accountant (CA).
  • Net-worth certificate from the Chartered Accountant for newly incorporated companies.
  • Bank account proof for linking with Tradejini.
  • Income proof to activate the F&O and commodity segment.
  • Account opening annexures, including board resolution, list of directors, shareholding pattern, and UBO information.
  • Sample copy and signature guidelines for reference.
  • In-person Verification (IPV) by the authorized person, either online or offline.
Q: What documents are required to open a corporate account if the KYC of the company and directors is registered?
If the KYC of the company and directors is registered, you’ll need the following documents to open a corporate account:
  • Application form
  • Equity application form and commodity application form.
  • Demat Debit and Pledge Instruction (DDPI) form which is optional.
  • FATCA Declaration.
  • Supporting documents, including the 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.
  • Board resolution.
  • UBO Annexure A.
Q: How can I complete In-person Verification (IPV)?
In-person Verification (IPV) is mandatory and can be done online or offline. Learn how to do it online, or the authorized person can visit a Tradejini branch office. Alternatively, a representative of Tradejini can visit the client’s offices or residences to complete the IPV procedure.
Q: How long does it take to open a corporate account with Tradejini?
It can take up to 72 working hours to open the account.
Q: 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.
Q: 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

We hope this information helps you in opening a corporate account with Tradejini.

What are the documents required to open an Association of Persons (AOP) account? 1st Module

CHECKLIST FOR Association of Persons (AOP) ACCOUNT OPENING:
1. PAN card of AOP Firm
2. PAN card of all Partner or Authorised Signatories
3. Address proof of Partnership Firm (Bank statement with latest transaction)
4. Address proof of all Partner or Authorised Signatories
5. Cancelled cheque of Partnership Firm bank account
6. Partnership Deed
7. Certificate of registration (for registered Partnership firms only)
8. Copy of balance sheet for the last 2 financial year along with ITR
9. Authorised signatory list with specimen signature (on letter head)
10. 2 photographs of each Partner
11. List of partners
12. FATCA
13. 6 months Bank Statement or if 6 months bank statement is not available, provide Networth Certificate in case of newly incorporated company.
Note: All the copies should be attested by 2 Partner with ‘FOR’ seal. Kindly affix ‘FOR’ seal on the entire client signature on Account Opening Form (Form should be signed by 2 Partner)
Additional Details:
Mobile No. (For SMS alert)
Mobile No. of all Partners:
Email ID:
Annual Income as on date:
Networth (Not more than 1 year old):
Networth date:

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

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 other charges at Tradejini?
Stamp Charges: Payable upfront, Rs. 50/- for POA Clients.
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): 0.03% or Rs. 25/-, 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/-.
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.

What is devolvement for commodity option and how does it work? (Trading and market)

What is devolvement at Tradejini?
Devolvement at Tradejini refers to the process of converting an in-the-money (ITM) commodity options contract into an underlying futures contract of the same asset. When a commodity option is ITM, it is devolved into the underlying futures contract after it’s expiry. The strike price of the devolved options contract is determined by the buy average for taking delivery or the sell average for giving delivery of the futures contract.
What happens if I hold an ITM option at Tradejini, but there aren’t sufficient margins?
If your ITM option position doesn’t have enough margins in your Tradejini account to hold until expiry, the position will be squared off after 9 PM on the expiry day. However, if there are sufficient margins in your trading account and you hold an ITM option contract, it will be devolved into the underlying futures contract from the very next day after expiry.
What occurs on the options contract expiry date at Tradejini?
On the options contract expiry date, all open ITM options contracts will be devolved into futures. The exchange blocks a margin equivalent to 25% of the futures margin required to hold the ITM option contract 2 days before expiry, 50% 1 day before expiry, and 100% for devolvement. Failure to have the required margin in the trading account may result in a square-off of open positions at Tradejini’s discretion. If an ITM options trade cannot be matched with a counterparty, it will be cash-settled.

What is a daily margin statement, and how to understand it?

What is a Daily Margin Statement?
Think of it as a snapshot of your trading account’s health. It tells you how much trading margin (like spending power) you have on a given day. The goal? To keep you in the loop, preventing surprises like penalties for not having enough margin.
Two Types of Margins
Stock Exchange Margins: These are margin set by stock exchanges, to ensure trade settlement and manage risk. Components include Mark to Market (MTM), Value at Risk (VaR), and Extreme Loss Margin (ELM). If your margins are too low, you might not be allowed to trade or risk having your positions closed early.
Broker’s Margin: Some brokers, like Tradejini, offer margin trading. They lend you money against your account’s value. You pledge your stocks as collateral, and there’s a small interest fee. It helps you make larger trades without draining your wallet.
Understanding Your Statement:
Segments: EQ for stocks, FO for futures/options, and CDS for commodities.
Trade Date: Shows when you made each trade.
Funds Available: Total clear cash balance available in ledger.
Pledged Stocks Margin: Margin benefit received against pledging your stocks after appropriate hair-cut.
Other Approved Margins: 80% early payin benefit received against security sold.
Total Margin Available: Sum of funds plus pledge stock margin and other approved margin.
Total Up-front Margin: In the case of the cash segment, upfront margin is 20% of the purchase or sale value. In the case of derivatives, it is determined by exchange span and exposure margin.
MTM Margin: Mark-to-market loss requirements for both open and closed futures positions.
Margin Required: Total exchange margin required for your all open positions across segments.
Delivery Margin: In case of cash segment delivery margins collected towards scrip Adhoc margin requirement. In case of derivatives exchanges begin requesting physical delivery margins four days prior to the expiry date, with the margin amount progressively increasing as the contract approaches its expiration. This margin is calculated as a percentage of the exchange risk margins, which include VaR (Value at Risk), ELM (Extreme Loss Margin), and Adhoc components.
Excess or Shortfall: It shows any margin shortfall in your account.
Margin Status: If the balance is positive, there is no need to take any action. If it is negative, you need to transfer the funds immediately.
Penalty Charged: In case of margin shortfall in your account.
Bottom Line: Understanding your daily margin statement gives you complete details about available funds and required margins to your trading account.

What does IRP (Insolvency resolution process) mean?

What is IRP?
IRP, which stands for Insolvency Resolution Process, is a critical procedure outlined in the Insolvency and Bankruptcy Code, 2016, the bankruptcy law governing India. This process comes into play when a corporate debtor defaults on repayments to its creditors. Financial creditors are then empowered to initiate the insolvency resolution process by submitting an application to the National Company Law Tribunal (NCLT).
What happens when the NCLT admits an application?
Upon the NCLT’s admission of the application, the claims of the creditors, essentially the company’s assets, are frozen for a period of six months. During this period, the NCLT evaluates options for revival, determining whether debt resolution, corporate restructuring, or liquidation is the most suitable course of action. This multifaceted process unfolds through various stages.
What are the trading restrictions for stocks in the IRP stage?
For stocks in the IRP stage 1 and beyond, trading is restricted to the first day of the trading week—specifically, Mondays (or Tuesdays if Monday is a trading holiday). These stocks are visible in Cubeplus holdings exclusively on the first trading day of the week but can be viewed on Console throughout the trading week.
What additional surveillance measures are applied to IRP stocks?
It’s important to note that an additional surveillance mechanism is applied by the exchanges to such stocks. A list of stocks under the Insolvency Resolution Process is available on the (DOC). Notably, intraday trading and BTST (Buy Today, Sell Tomorrow) transactions are not permitted, and a 100% margin is applicable.

What is the impact of Corporate actions on futures and options?

What are Corporate Actions and Contract Adjustments?
Tradejini understands that corporate actions, such as Bonus, Rights, Extraordinary dividends, Merger/Demerger, Amalgamation, Splits, and Consolidations, play a significant role in shaping the futures and options contracts of the underlying stock. Our commitment is to ensure that market participants’ positions retain value as close as possible to the original value on the ex-date of the corporate action. To learn more, visit nseindia.com/products-services/equity-derivatives-corporate-actions-adjustments.
What adjustments are made for corporate actions?
To achieve this, adjustments are made, encompassing changes in the base price, option strike values, and market lot, depending on the adjustment factor. In certain situations, adjustments may lead to the modification of the contract’s expiry date. This means that the contract could be force closed before the original expiry date, and adjusted contracts will be introduced for trading instead.
How are open positions affected by corporate actions?
The specific adjustments needed will vary based on the nature of the corporate action. It’s important to note that all open positions will be subject to these adjustments. This is done to maintain fairness and consistency in the market, ensuring a level playing field for all traders.
How can I stay informed about corporate actions?
Stay informed about all current and upcoming corporate actions by referring to our comprehensive list (DOC).

Why is an additional margin charged for energy futures contracts close to expiry?

An extra margin is applied to energy futures and all other futures contracts as they approach expiry for safety reasons (Except Tradeable Index) . This precautionary measure is implemented by the exchange, initiating the margin increase five days prior to expiry. The escalation occurs in increments of 10%, 15%, 20%, and 25%. The rationale behind this is to mitigate the risk associated with physical settlement. Brokers must adhere to this margin adjustment to prevent any potential margin shortages and ensure a secure trading environment.

Learn About: Lot Size in Options Trading: Definition, Significance & Key Points

What is devolvement for commodity option and how does it work?

What is devolvement at Tradejini?
Devolvement at Tradejini refers to the process of converting an in-the-money (ITM) commodity options contract into an underlying futures contract of the same asset. When a commodity option is ITM, it is devolved into the underlying futures contract. The strike price of the devolved options contract is determined by the buy average for taking delivery or the sell average for giving delivery of the futures contract.
What happens if I hold an ITM option at Tradejini, but there aren’t sufficient margins?
If your ITM option position doesn’t have enough margins in your Tradejini account to hold until expiry, the position will be squared off after 9 PM on the expiry day. However, if there are sufficient margins in your trading account and you hold an ITM option contract, it will be devolved into the underlying futures contract from the very next day after expiry.
What occurs on the options contract expiry date at Tradejini?
On the options contract expiry date, all open ITM options contracts will be devolved into futures. The exchange blocks a margin equivalent to 25% of the futures margin required to hold the ITM option contract 2 days before expiry, 50% 1 day before expiry, and 100% for devolvement. Failure to have the required margin in the trading account may result in a square-off of open positions at Tradejini’s discretion. If an ITM options trade cannot be matched with a counterparty, it will be cash-settled.

What does the devolvement of ITM commodity options mean, and what impact does it have on the positions?

What is devolvement at Tradejini?
Devolvement at Tradejini refers to the process of converting an in-the-money (ITM) commodity options contract into an underlying futures contract of the same asset. When a commodity option is ITM, it is devolved into the underlying futures contract. The strike price of the devolved options contract is determined by the buy average for taking delivery or the sell average for giving delivery of the futures contract.
What happens if I hold an ITM option at Tradejini, but there aren’t sufficient margins?
If your ITM option position doesn’t have enough margins in your Tradejini account to hold until expiry, the position will be squared off after 9 PM on the expiry day. However, if there are sufficient margins in your trading account and you hold an ITM option contract, it will be devolved into the underlying futures contract from the very next day after expiry.
What occurs on the options contract expiry date at Tradejini?
On the options contract expiry date, all open ITM options contracts will be devolved into futures. The exchange blocks a margin equivalent to 25% of the futures margin required to hold the ITM option contract 2 days before expiry, 50% 1 day before expiry, and 100% for devolvement. Failure to have the required margin in the trading account may result in a square-off of open positions at Tradejini’s discretion. If an ITM options trade cannot be matched with a counterparty, it will be cash-settled.
Example Scenario at Tradejini
Let’s say Gold is at 31500 levels. The GOLD 19JAN 31000 CE is an ITM option contract. On the expiry day, it will devolve into GOLD 19FEB FUT, with a buy average of 31000. Short position settlement happens based on the counter buyer consent. If you have open hedge positions on expiry day, it may result in a net-off. In the case of having Long futures and a short call option, the short call option will be devolved into a short future position after 11:30 pm on the expiry day. Positions will be netted off, and these won’t be carried forward.

How is the disparity, parity between MCX prices and International prices for gold, silver, aluminium and zinc calculated?

The disparity between MCX and International prices occurs due to factors like:
1. Cost of Insurance and freight.
2. Basic Customs Duty (BCD) + Social Welfare Surcharge (SWS).
3. Warehouse delivery overheads.
For Gold and Silver refer to:
– Breakdown of formula.
– TradingQ&A.
For Aluminium and Zinc refer to:
– Breakdown of formula.
– TradingQ&A.

How are MCX contracts settled?

Commodity Futures
At Tradejini, commodity futures contracts can either be cash or physically settled. Notably, we allow cash settlement, and it’s important to note that physical settlement is not an option with us. In case positions are not closed before the start of the delivery period, Tradejini may square them off. For each auto-squared-off order, a charge of ₹50 plus 18% GST will be applicable. You can find details about settlement types and the last trading dates in (DOC).
Commodity Options
In the world of commodity options at Tradejini, all In The Money (ITM) contracts are devolved into their respective futures contract of the current month on the day of expiry. If you hold an ITM contract until expiry, be aware that it will require margins equal to the futures contract to facilitate its devolvement on the next trading day.
Example Scenario
Let’s take an example scenario: Gold is currently at 31500 levels, and you hold a GOLD 19JAN 31000 CE ITM option contract. On the expiry day, this contract will devolve into GOLD 19FEB FUT, with a buy average of 31000. However, if the exchange cannot match the contract with a counterparty, the ITM options trade will be cash-settled instead of devolving into a futures contract.

What does clubbing of open position limit on MCX mean?

What does clubbing of open position limit on MCX mean?
When you have multiple commodity accounts (Individual/Corporate/Partnership/HUF etc.) opened with Tradejini, and there are open positions in these accounts, the positions are combined or “clubbed” to determine the overall open position limit for the contract. This practice is in accordance with the SEBI circular (PDF), and a penalty may be imposed if the total open positions surpass the exchange-stipulated limit. You can find more details in this circular (PDF).
By default, Tradejini automatically clubs all positions. However, if you prefer your positions not to be clubbed, you need to provide written consent to Tradejini, stating the reasons for not clubbing the positions. Tradejini will then forward this consent to the exchange.

What is the position limit for agricultural commodities?

At Tradejini, we adhere to the maximum position limits set by MCX for both clients and brokers when trading agricultural commodities, as specified in this circular (PDF). Unlike some platforms, we allow trading not only in the current month’s contract of Mentha oil but also provide access to a range of commodities. However, it’s important to note that due to liquidity concerns, trading in Kapas and Cotton Candy is restricted on our platform.

How to check live quotes and place orders for SLB?

How can I check live prices for eligible securities on Tradejini?
You can check the live prices of eligible securities by visiting Tradejini.com/market-data/securities-lending-and-borrowing.
How do I place orders on Tradejini?
Currently, all orders are placed offline. To initiate an order, create a ticket and include the following details:

  • Security: Name of the security being lent or borrowed.
  • Rate: Price at which the security is lent or borrowed.
  • Quantity: Number of shares to be lent or borrowed.
  • Series – Expiry month: Contract expiry month.

For lending orders, be sure to select the security. If placing orders for multiple securities, attach a Word document or an Excel file to the ticket, specifying the name of the security, quantity, rate, and series.

What are the trading hours for placing orders?
Orders can be placed between 9 AM – 5 PM.
How can I verify my orders on Tradejini?
You can verify your orders on the Exchange’s website.
When will I receive a trade confirmation memo?
A trade confirmation memo will be emailed to your registered email ID on the same day of the trade.
What is the tenure for lending and borrowing?
The tenure for lending and borrowing is up to a period of 12 months.
When is the expiry date for the contract?
The First Thursday of the contract month is the expiry date for the contract.
How does the process work for lenders and borrowers?
For lenders, shares are debited on the same day when the order is executed, and the lending fee is credited by the end of the day.

For borrowers, the borrowed shares will be visible on Cubeplus on T+2 days, and the margins are blocked on the same day of executing the order.

How to get the trade confirmation memo for Securities Lending and Borrowing (SLB) trades?

Clients will receive a contract note sent to their registered email address on the day of the trade, typically within 24 hours.

Can multiple bank accounts be linked to Tradejini account?

You can link up to three bank accounts with your Tradejini account. One of these will be your primary account, while the other two will serve as secondary accounts. The secondary bank accounts are exclusively for adding funds to your Tradejini account. Clients can withdraw in both primary and secoundary. Deafult will be made in primary

How to add a secondary bank account to a Tradejini account?

To add a secondary account in Tradejini, kindly follow the steps below:
Send an Email:
Write to us at help@tradejini.com and attach the following documents in PDF format:

  • Account statement with the account holder’s name, account number, IFSC code, and bank name/logo.
    (If sending a physical printout, ensure it bears the original seal and signature from the bank.)
  • OR A canceled cheque containing account holder name, account number, IFSC code, and bank name/logo.
  • OR Passbook with the original seal and signature of the bank, including account holder name, account number, IFSC code, and bank name/logo.

Note: Ensure the secondary bank account details match the Tradejini user ID name. Please mention your Tradejini user ID in the email.

How to remove a secondary bank account linked to a Tradejini account?

We, can mark it as inactive after mail confirmation from client registered email id. We need to keep the data for 5 years because of regulatory mandate we can not delete the data but we can mark it as inactive. Check once with Ramchandra sir or dinesh sir

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