new equity demo

7/26/2019 New Equity Demo

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A Quick Introduction to Your

FundsIndia Equity Accoun


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Logging In


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Logging In

Click he


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Logging In

Enter your email ID and

password, and click on

Login to proceed Enter

click A


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Logging In

Click on Sto

Click on Invest


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Fund Transfer

To Transfer Funds From Your Bank Account FundsIndia Equity Account


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Fund Transfer

Click on Manage

Select Add Cash


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Fund Transfer

Click on Make Online

Payment to pay via

online banking

You can now choose to pay either through online banking, or NEFT (details on ne

Click Confirm Payment

Mode to pay via NEFT


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Fund Transfer

Make online Payment:1.

On choosing this option, the investor can use our Equity Payment Gateway to login to his

transfer the money to the brokers (FundsIndias) bank account. The Investor should make t

his PRIMARY bank account (specified in the account opening form), so that the amount canthe investors brokerage account. The amount will be available for buying shares within the

investment.

Note: The investor needs to transfer a minimum of Rs.5,000. when paying through this opt

NEFT:2.

Investors can also transfer funds via NEFT. When making an NEFT transfer to the brokers a

must mention his client code in the Remarks field. Once the transfer is made, the investo

the Confirm Payment Mode option, and enter the transaction reference number. This am

for buying shares only on the next business day. Our NEFT details are as follows:

HDFC Bank Account No. ( BSE CASH) - 00820340000525

IFSC Code (RTGS / NEFT) HDFC0000082

Account name Wealth India Financial Services Pvt. Ltd.

Account Type Current Account

Branch NUNGAMBAKKAM Branch, Chennai


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Withdrawing

Withdrawing Funds From YourFundsIndia Equity Account


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Withdrawing

Click on Manage

Select

Withdraw Cash


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Withdrawing

Enter Amount

ClickContinue


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Market Watch


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Market Watch

Click on Find Stocks to add

stocks to your Watchlist (shown

under My Watchlist)


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Market Watch

Enter the stock name in this field and

click Add to Watchlist

Step 1: Type the Stock name and

wait for 2 seconds

Step 2: Select the stock from

the drop down list, and then

click Add to Watchlist


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Market Watch

The selected stock will now be shown under the My Watchlist section of your Equity A


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Placing Orders


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Placing Orders

Select the investor under whose account you

wish to place the Buy/Sell order

Placing a Buy/Sell Order

l d


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Placing Orders

To Buy a stock, click on the Buy

button next to it

Placing a Buy Order

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Placing Orders

To Sell a stock, click on the Sell button

next to it

Placing a Sell Order

Pl i O d


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Placing Orders

Buy / Sell Screen

You can enter the transaction amount, and other details here

Select Order Type (explained in detail later)

Select Order Validity (explained in detail later)

Pl i O d


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Placing Orders

Buy / Sell Screen

You can enter the transaction amount, and other details here

To place a Delivery order, select

Delivery from the Mode dropdown list

To place an Intraday order, selectIntraday from the Mode dropdown list

Pl i O d


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Placing Orders

3. Click on Covert tconvert any Intrad

Delivery o

Converting Intraday Positions to Delivery

1. Click on My Holdings

2. Select the Intraday tab

Pl i O d


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Placing Orders

1. Day Order: Day order is an order where the order is valid only for onepending order will expire at the end of the trading day.

2. GTC Order: A Good Till Cancelled (GTC) is an order where is valid for 7

pending order will expire at the end of the 7th calendar day.

Order Validity

Pl i O d


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Placing Orders

Limit Order1.A limit order is an order to buy or sell a stock at a specific price or better. A buy limit

only be executed at the limit price or lower, and a sell limit order can only be executprice or higher. A limit order is not guaranteed to execute. A limit order can only be

stocks market price reaches the limit price. While limit orders do not guarantee exe

help ensure that an investor does not pay more than a pre-determined price for a st

Market Order:2.Market orders will go into market to execute at the best available price, however th

and the price is not guaranteed. Market orders cannot be accepted outside of mark

when trading in a particular stock is halted or suspended.

Order Types

Placing Orders


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Placing Orders

3. Stop Loss Limit Order:

A stop loss limit order is an order to buy a security at no more (or sell at no less) than

limit price. This gives the trader some control over the price at which the trade is exec

prevent the order from being executed.

The stop loss order allows you to place an order, which gets activated only when the L

price (LTP) of the Share is reached or crosses a threshold price called as the trigger pri

price will be as on the price mark that you want it to be.

For example, if an investor who is interested in investing in a particular share when th

technically break-outs, at Rs 120 when the market price is at 100 he can place a stop-l

the price range of 115 to 120. When the share reaches a price between 115 to 120the

order gets automatically executed within the specified range. Similarly in a stop loss s

investor can protect his loss by placing a stop-loss order. For example, if an investor wh

invested in a share at Rs 100 can protect his loss by placing the stop loss order. He can

loss order with range of Rs.95-90. When the price reaches 95 and below the order get

within the specified range


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Managing Orders

Managing Orders


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Managing Orders

You can view Pending and Executed orders under My T

Click on My Transactions

Managing Orders


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Managing Orders

Click here to view

Pending Orders

Click here to view

Executed Orders

Click here to view Rejected Orders

Managing Orders


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Managing Orders

Click the green but

modify a Pending

Modifying a Pending Order

Managing Orders


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Managing Orders

Click the re

cancel a Pe

Canceling a Pending Order


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Transaction Reports

Transaction Reports


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Transaction Reports

Under Transaction Reports, you can view:1. Contract Notes

2. Trade History

3. Cash Ledger

4. Profit and Loss Statment

Transaction Reports


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Transaction Reports

Click here for

Transaction Reports

Transaction Reports


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Transaction Reports

Here you can download and view all your transaction reports


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Other Features

Other Features


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Other Features

Click on Dashboard

Viewing Current Holdings

Other Features


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Other Features

Click on

Equities


Other Features


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Other Features

You will then be shown a detailed overview of your current Equity Holdin


Other Features


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Other Features

Click on the Stock Name to view the transacti

and details for that stock

Viewing Transaction History for a Particular Scrip

Other Features


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Viewing Transaction History for a Particular Scrip


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For further queries, you can

contact us on:044 4344 3161 / 044 4344 3190

Enriching India, one investor at a time

new equity demo

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