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Akriti Tomar

• 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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• How Can I Access My RMoney Demat Account Details?

  By : Akriti Tomar | April 6, 2022

  To access your RMoney Demat Account Details through the back office you can follow these steps: Visit our website www.rmoneyindia.com Click on the “Back Office” from the Login drop-down                       The “Back Office” page will give you two options: Back Office Quick Reports & Back Office Detailed Reports                             Log in to Back Office Quick Report with

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• Where Can I Check Latest Margins?

  By : Akriti Tomar | April 6, 2022

  To get the latest margin updates, visit our website www.rmoneyindia.com. Look for the margin calculator or click on the link https://rmoneyindia.com/equity-margin-calculator/. Here you can calculate the margin for equity cash, equity futures, and commodity. All positions in CO/BO and MIS product types will be Squared Off by 3:30 PM (Equity) All positions in CO/BO and MIS product types will be Squared Off by 4:50 PM (Currency) All positions in CO/BO and MIS product types will be Squared Off by 11:00/11:30

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