New Trading Platform - Demo

New Trading Platform - Demo

Index Login How to Login Forgot Password Market Watch Reset password Password Expired Equity & Derivatives Investment Offerings Research Reports R-Offerings Advanced Tools Confidential Slide 2

How to Login? Input your Login Details Confidential Slide 3

How to Login? Select the Section you want to View Confidential Slide 4

Forgot Password Confidential Slide 5

Forgot Password Confidential Slide 6

Reset Password Coming Soon Confidential Slide 7

Password Expired Coming Soon Confidential Slide 8

Index Login Market Watch Management Market Watch Display : Market Watch Equity & Derivatives Investment Offerings Research Reports Streaming Mode Refresh Mode Buy / Sell From Market Watch View Intraday Chart View Real Time Market Depth Set Real Time alert View Research Call Get Stock Fundamentals R-Offerings Advanced Tools Confidential Slide 9

Market Watch Management Top Banner Features Top Banner Features: 1. Streaming Indices on all section. 2. Expandable / Collapsible Top banner on all section. Confidential Slide 10

Market Watch Management Top Banner Set Indices Select the Index you want to view Confidential Slide 11

Market Watch Management Top Banner Collapse Banner Click to Collapse / Hide Top banner Confidential Slide 12

Market Watch Management Top Banner Expand Banner Click to Expand Top banner Confidential Slide

Market Watch Management Create market Watch Click on Create Market Watch & Define a name for Market Watch. Confidential Slide 14

Market Watch Management Delete market Watch Select the Watch list & Click on Delete. Confidential Slide 15

Market Watch Management Add Stock (Cash & FNO) Add Stock - Cash Add Stock F&O Confidential Slide 16

Market Watch Management Delete Stock Select the Stock & Click on Delete Stock. Confidential Slide 17

Market Watch Management Set Default Market Watch Select the Market Watch& Click on Set As Default. Confidential Slide 18

Market Watch Management Column Settings 1. Check / Uncheck the Box to Add / Remove Columns. 2. Use arrow keys to re arrange columns. Confidential Slide 19

Market Watch Refresh Mode To Refresh Quotes, Click Refresh Quotes button. Confidential Slide 20

Market Watch Streaming Quotes To Start / Stop streaming feeds, Click on Streaming Quotes button. Confidential Slide 21

Market Watch Place Order from Quick Trade To Place Buy / Sell Order From Market Watch, Click on B or S. Confidential Slide 22

Market Watch Quick Trade Features Confidential Quick Trade Features: 1. Margin Required is displayed at the time of Placing Order. 2. Quotes are displayed at the time of placing order. 3. Limits are displayed at the time of placing order. 4. Fund Transfer Link Slide 23

Market Watch View Market Depth Real time Streaming Market Depth. Confidential Slide 24

Market Watch Set Real Time Alerts Set Real Time Alerts. When the alerts are triggered a pop-up will be displayed. Confidential Slide 25

Market Watch View Intraday Chart Confidential Slide 26

Market Watch View Research Call Gives an alert in market watch, if any research call is given on any of the stock in your market watch. Confidential Slide 27

Market Watch Get Stock Fundamentals To view Stock Fundamentals as highlighted, click on + button. Confidential Slide 28

Index Login Place Order Order Book Market Watch Trade Book Net Positions Equity & Derivatives Limits DP Holdings Investment Offerings Research Reports R-Offerings Advanced Tools Confidential Slide 29

Equity & Derivatives Place Order (For Equity) Place Order Feature: 1. Display of Margin Required 2. Real time Quotes & Market Depth. 3. Real time display of limits. Confidential Slide 30

Equity & Derivatives Place Order (For Derivatives) Place Order Feature: 1. Display of Margin Required 2. Real time Quotes & Market Depth. 3. Real time display of limits. Confidential Slide 31

Equity & Derivatives Order Book Confidential Slide 32

Equity & Derivatives Order Book To cancel the order, Click on Cancel Button. To view order history, Click on History Button. Confidential Slide 33

Equity & Derivatives Order Book (Order Modification) To Modify the order, Click on Modify Button. As you click on Modify, Quick trade will open with pre-filled order details. Confidential Slide 34

Equity & Derivatives Order Book (Exit Cover Order) To Exit Cover Order, Click on Exit CO Order Click yes to Confirm the Exit. Confidential Slide 35

Equity & Derivatives Trade Book (For Equity) Confidential Slide 36

Equity & Derivatives Trade Book (For Derivatives) To convert the trade, Click on Position Conversion button. 1. You have to select the Product to which you want to convert the trade. 3. Position Conversion For NFO to be done from trade book. Confidential Slide 37

Equity & Derivatives Net Positions Confidential Slide 38

Equity & Derivatives Net Positions (Position Square-Off) To Square-off the open position, Click on Square-Off button. As you click on Square-Off, Quick trade will open with pre-filled order details. Confidential Slide 39

Equity & Derivatives Net Positions (Position Conversion) To convert the positions, Click on Position Conversion button. 1. As you click on Position Conversion, window will open. 2. You have to select the Product to which you want to convert the trade (Buy / Sell). You also need to mention the Quantity. 3. Position Conversion For NFO to be done from trade book. Confidential Slide 40

Equity & Derivatives Limits Confidential Slide 41

Equity DP Holdings To Sell the holdings, Click on S Button. As you click on Sell, Quick trade will open with pre-filled order details. Confidential Slide 42

Index Login Mutual Funds IPO Market Watch NCD / Bonds Equity & Derivatives Investment Offerings Research Reports R-Offerings Advanced Tools Confidential Slide 43

Investment Offerings Mutual Funds Mutual Funds: 1. Place Order for MF. 2. MF Order Book. 3. View MF holdings 4. View Sip Details. Confidential Slide 44

Investment Offerings IPO IPOs: 1. Place Order in IPO. 2. IPO Oder Book. Confidential Slide 45

Investment Offerings NCD / Bonds NCD / Bonds: 1. Apply in NCD / Bonds 2. View NCD / Bonds order book. Confidential Slide 46

Index Login Research Market Watch Equity & Derivatives Investment Offerings Research Reports R-Offerings Advanced Tools Confidential Slide 47

Research Integrated Research: 1. Intraday / Positional calls 2. Market Lens 3. Investment Ideas / Quarterly results 4. IPO Watch / RSP recommendations Confidential Slide 48

Index Login Ledger Report Transaction Report Market Watch Sauda Summary Order History Equity & Derivatives Trade History DP Reports Investment Offerings ECN Scrip Basket Research DPC Security projections Reports R-Offerings Advanced Tools Confidential Slide 49

Reports Ledger Report Confidential Slide 50

Reports Transaction report Sauda Summary Confidential Slide 51

Reports Transaction report Order History Confidential Slide 52

Reports Transaction report Trade History Confidential Slide 53

Reports DP Reports Confidential Slide 54

Reports ECN Confidential Slide 55

Reports Scrip basket Scrip Basket for: 1. Security margin 2. Span Margin 3. Restricted Basket 4. Cover Order Basket Confidential Slide 56

Reports DPC (Delayed Payment Charges) Confidential Slide 57

Reports Security Projections Report Confidential Slide 58

Index Login RSP Plan R-MAX Plan Market Watch RSP Insure Plan R-Model Portfolio Equity & Derivatives Investment Offerings Research Reports R-Offerings Advanced Tools Confidential Slide 59

R-Offerings RSP Plan Confidential Slide 60

R-Offerings RMAX Plan Confidential Slide 61

R-Offerings R-Model Portfolio Confidential Slide 62

R-Offerings RSP Insure Plan Confidential Slide 63

Index Login Heat Map Portfolio Tracker Market Watch Charts Alerts Equity & Derivatives Investment Offerings Research Reports R-Offerings Advanced Tools Confidential Slide 64

Advanced Tools Heat Map Select Universe Select Parameters Heat Map: 1. Is Like a Stock Screener. 2. It gives you a snapshot of how a given universe is performing. 3. Universe can be Index / DP Holdings / market Watch 4. Snapshot can be created on the basis of highlighted parameters. Confidential Slide 65

Advanced Tools Heat Map Heat Map: 1. Sample heat Map created on Nifty on the selected parameters. Confidential Slide 66

Advanced Tools Technical Charts Historical Charts: 1. Historical Charts with technical indicators. 2. By Default 1 Yr Nifty Chart is displayed. Confidential Slide 67

Advanced Tools Technical Charts Historical Charts: 1. You can view charts of all stocks & major indices. 2. You can also compare the stocks / indices on various technical parameters. Confidential Slide 68

Advanced Tools Alerts Historical Charts: 1. This page displays the alerts set by you with the status as triggered & not triggered. 2. You also have the option to delete the triggers. 3. Alert once triggered will not be highlighted again. Confidential Slide 69

Happy Investing