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Akriti Tomar

• How to download ledger report on RMoney Rocket Web?

  By : Akriti Tomar | November 28, 2025

  Follow the steps below to view and download your ledger report: Step 1: Log in Log in to the RMoney Rocket Web (Symphony / XTS) trading platform. Step 2: Go to Profile Section Click on the Profile / Account Icon located on the top-right corner of the dashboard.   Step 3: Open Ledger Select Ledger from the menu options available. Step 4: Apply Filters Use the filters to refine your report as required: Date Range Segment (Equity / F&O /

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• How to Download Holdings Reports in RMoney Rocket (XTS) Web?

  By : Akriti Tomar | November 28, 2025

  Holdings Report provides a detailed summary of the securities currently held in your Demat Account. It reflects the quantity held, valuation, market price, and total portfolio position as on a particular date. This report is often used for investment review, financial planning, and compliance or taxation purposes. How to download your holdings report? Log in to the RMoney Symphony (XTS) Web trading platform. Navigate to the Profile section located at the top-right corner. Click on Holdings from the available menu

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• How to Transfer Shares from Another Broker to RMoney Demat Account?

  By : Akriti Tomar | November 15, 2025

  When you switch your brokerage platform or wish to consolidate your investments, you may need to transfer your existing shareholdings from your previous broker to your RMoney Demat account. This process is known as a Demat Transfer and can be completed online or offline, depending on the depository with which your current broker is registered. In India, Demat accounts are maintained with two central depositories: CDSL (Central Depository Services Limited) NSDL (National Securities Depository Limited) Note: RMoney operates under CDSL.

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• What is Ledger Balance in a Demat Account and Why is it Important?

  By : Akriti Tomar | November 15, 2025

  When you invest or trade in the stock market, your securities are held in a Demat Account, while the flow of money used for buying and selling is recorded in your Trading Account. To manage your investments efficiently, it is important to understand how these funds move. This is where the Ledger Balance becomes essential. The Ledger Balance shows the net amount available in your trading account after considering all credits (money added) and debits (money withdrawn or utilized). It

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• Why is the Buy Average Price Incorrect in Your RMoney Portfolio?

  By : Akriti Tomar | November 15, 2025

  You may sometimes notice that the Buy Average displayed for a stock in your portfolio appears different from what you expected. This usually relates to how the cost of the stock changes after corporate actions or multiple purchases over time.   FIFO Method Used for Average Price RMoney calculates the Buy Average using the FIFO (First-In, First-Out) method. This means the shares you purchased earliest are considered sold first when calculating your cost. If you bought the same stock at

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• How to Convert a Minor Account into an Individual Account with RMoney?

  By : Akriti Tomar | November 10, 2025

  When a minor account holder reaches adulthood, the existing account needs to be updated to reflect their status as an individual investor. If the account is listed as “Minor” in the Client Master Report (CMR), it cannot simply continue; the minor account must be closed, and a new individual account must be opened. Steps to Convert a Minor Account Once the minor turns 18, the following steps should be completed to convert the account: Close the Minor Account: Accounts marked

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• How to Open a Minor Demat Account in RMoney?

  By : Akriti Tomar | November 10, 2025

  Opening a minor Demat Account with RMoney is a simple and hassle-free process that allows parents or guardians to manage investments for their children until they turn 18. This guide provides a step-by-step overview, including all the documents required to open a minor account offline. Documents Required to Open a Minor Account are as follows:- Application form Completed minor account opening form (PDF). PAN Minor’s PAN copy, attested by the guardian. Guardian’s PAN copy, self-attested. Date of Birth (DOB) Proof

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• Mutual funds for minor accounts – FAQs

  By : Akriti Tomar | November 10, 2025

  Can minors invest in mutual funds through RMoney? Yes, you can invest in mutual funds through RMoney if you have a minor account.   Which bank account can I use to complete payments on RMoney? You can currently complete payments using only the minor’s bank account that you have linked with RMoney.   Which payment modes can I use to complete payments in RMoney Demat Account? You can complete payments using UPI, netbanking, NEFT, or RTGS. You can also link your

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• Minor Account FAQs – RMoney

  By : Akriti Tomar | November 10, 2025

  1. What documents are required to open a minor account online? A minor account can be opened offline. To open it online, the following documents are required: PAN: Digital copies of both minor’s and guardian’s PAN. Minor’s Aadhaar number: Required for OTP verification. Date of Birth proof: Digital copy of minor’s DOB proof (birth certificate, school leaving certificate, passport, or higher secondary mark sheet).  Passport-size photograph: Digital copy of the minor’s photograph. Bank proof: Digital copy of minor’s bank account

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• Pairs Trading for Beginners (Part 3): Backtesting and Live Deployment with RMoney Rocket APIs

  By : Akriti Tomar | November 4, 2025

  In the previous blogs, we explored the concepts and strategy design behind pairs trading from understanding correlation and cointegration to defining entry, exit, and risk rules. Now it’s time to bring everything together and see how to implement your pairs trading strategy in real markets using RMoney’s Rocket platform and free APIs. Why Backtesting Matters  Before deploying any strategy live, it’s critical to test how it would have performed in the past. Backtesting helps validate your logic, measure profitability, and

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