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What is Pledging and How Does it Work? Pledging is a process that enables investors to use their existing holdings, such as stocks, ETFs, mutual funds, and government securities (e.g., T-Bills and SGBs), as collateral to obtain margins for trading. This is particularly helpful for users who may have limited cash margins but hold significant investments in their portfolio. By pledging their holdings, they can avoid missing out on trading opportunities. How Pledging Works When you pledge your shares or
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TPIN is generated while using the eDIS facility from CDSL. Following are the steps to be followed to configure TPIN in RMoney: Step 1 : Visit RMoney’s official website www.rmoneyindia.com and click on ODIN AERO Step 2 : Login to the platform with your credentials Step 3 : Click on “eDIS Authentication” in the investment tab. Then click on “Generate TPIN” Step 4 : Enter your BO ID (your 16 digits Demat Account No.) and PAN Details Step 5 :
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You can download and view P&L Statement via RMoney’s Back Office facility. Follow the below mentioned steps to download the P&L Statement: Step 1 : Login to RMoney Back Office using your credentials. Select the F&O segment in case you wish to download P&L statement for the F&O segment in the exchange option above. Step 2 : Go to “Report” and select “Net Pos (R)” Step 3 : Select the date and click on “Go” Step 4 : Your P&L
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To check your Demat Account holdings you need to login into the RMoney Back Office portal and follow the below-mentioned steps: Step 1 : Login to RMoney Back Office using your credentials Step 2 : Go To “Reports” and select “Holding-Scripwise” Step 3 : In the following screen, select a date and fill in the required details. Click on “GO”. You’ll get your holdings report.
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To view/download the profit and loss/ MTM in F&O segment follow these steps: Step 1 : Login to the RMoney Back Office with your credentials and select the current financial year. Select FNO as exchange Step 2 : Click on “Report” and select “Net Pos. R” for Date Range Step 3 : Enter the date range for which you wish to generate the P&L Statement and click on Go. Select “First Date BF” in BF/CF Trxn. You’ll be
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Follow the steps mentioned below to download the Profit and Loss Report for the current financial year: Step 1: Log in to your RMoney Back Office with your credentials and select the current financial year Step 2 : Go to “Reports” and select “Net.Pos.” Step 3 : Select Client Scrip Wise (in date range ) option of all the options available Step 5 : Select the date range and click on GO to get your P&L report in the cash
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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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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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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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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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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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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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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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Watch the video to find out how to use RMoney Back Office in detail. Watch the video here:
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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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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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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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