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Akriti Tomar

• How To Raise A Pledging Request Through RMoney Back Office?

  By : Akriti Tomar | April 8, 2022

  You can easily raise a pledging request through RMoney’s Back Office portal. Follow the simple steps mentioned below: Step 1 : Login to RMoney Back Office using your credentials. Select the current financial year. Step 2 : Go to “Request” and select “Mgn. Pledge”. Click on “Go”   Step 3 : Click on a Process to complete the pledge request.Once the process is complete our team at RMoney will process your request. You will receive an email and SMS for

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• What’s The Offline Mechanism For Pledging And Unpledging Of Shares?

  By : Akriti Tomar | April 8, 2022

  A circular released by SEBI added a few additional steps to the pledging process with the objective of protecting the investors. As per the new pledge system, the shares will be blocked in the clients’ Demat Accounts. The Pledging process is now divided into two parts: Send a pledge request via your RMoney online back office  Once the request has been received the process will be initiated by our executives. You will receive an email and SMS for approval from

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• Where and How can I view my Financial Ledger?

  By : Akriti Tomar | April 7, 2022

  You can view your financial ledger in your Back Office by following these simple steps: Log in to your Back Office Select the Current Financial Year 21-22 Go to Financial and choose Fin. Lgr. from the drop-down menu Select the date range and click on GO   

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• What are the Steps to View/Download the P&L Statement for the F&O Segment Via Back Office?

  By : Akriti Tomar | April 7, 2022

  You can follow these simple steps to download the P&L statement for the F&O segment via RMoney Back Office: Step 1 : Login to RMoney Back Office using your credentials. Select F&O in the Exchange section on the top.   Step 2 : Click on “Report” and select “Net Pos (R)”   Step 3 : On the following screen select Date, and “First Date BF” in BF/CF Trxn. Selection. Finally, click on “Go”   Your P&L statement for the F&O

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• Where and How Can I View and Download My P&L Report for the Equity Segment for Tax Filing?

  By : Akriti Tomar | April 7, 2022

  You can refer to the “Portfolio” section under “Financial”  in your back office for tax filing purposes. Follow the steps mentioned below to download the P&L report:   Step 1 : Login to your RMoney Back Office with your credentials. Select Capital Mkt. 21-22(the current financial year).  Click on “Financial” and select “Portfolio”   Step 2 : In the “Report Type” section, you can select between “As on Date” and “Date Range”. Choose one and click on “Go”   Your

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• Back Office Access Link and Login Details for Back Office?

  By : Akriti Tomar | April 6, 2022

  You can Log in to your RMoney’s Online Back Office through our website www.rmoneyindia.com >> Login (Drop Down Menu) >> Back Office Or can directly click here https://rmoneyindia.com/backoffice 

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• What If I Forget My Password?

  By : Akriti Tomar | April 6, 2022

  There is no need to worry if you ever forget your password.  Follow these steps to generate a new password for online back office: Step 1 : Select Back office from the Login drop-down menu on the homepage. You will land on the back office page. Click on “Forgot Password”   Step 2 : Click on “Forgot My Password or User ID” on the following page   Step 3 : Enter your User ID or PAN No. Select the mode

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• Back Office FAQ’s Video?

  By : Akriti Tomar | April 6, 2022

  Watch the video to find out how to use RMoney Back Office in detail. Watch the video here:   

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• From Where Can I Access My Contract Notes?

  By : Akriti Tomar | April 6, 2022

  Once you have logged in to the Back Office for Quick Reports, go to the “Reports” section. Select “Contract Notes” from the drop-down list   Select the dates   Download the Contract Note in the PDF format from the following screen.

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• How Can I Check at What Rate I Bought/Sold a Particular Scrip/Stock?

  By : Akriti Tomar | April 6, 2022

  To check your buy/sell price for a particular stock, you need to login to RMoney’s Back Office : For a Quick Report: Step 1 : Log in to Back Office Quick Report. Select Financial >> Portfolio from the list on left   Step 2 : Select the date to view your portfolio in the “As on Date” section, click “Go”     You’ll be able to see your portfolio with all your investments.

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