Promotion and Popularization of Investor Mobile Applications by Depositories

Dear Investor,

In order to enhance investor awareness, transparency and ease of access to information relating to securities holdings, the Depositories (CDSL/NSDL), in co-ordination with SEBI, have upgraded their respective investor applications (link of mobile application mentioned below) providing a consolidated, bird’s eye view of investors’ holdings in securities markets.

The salient features of the applications are as follows:

Consolidated view of securities across both Depositories with a single login.
Access to transaction and holding statements for better portfolio management.
Monitor open positions and margin details across Stock Exchanges and Clearing Corporations.
Exercise e-Voting on company resolutions.
Access recommendations from proxy advisers on company resolutions.

We urge you to download the applications from the links given below and take benefits of the applications.

CDSL – MyEasi App

https://apps.apple.com/in/app/cdsl-myeasi-app/id6737304195

https://play.google.com/store/apps/details?id=com.cdsl.myeasi

NSDL – Speede App

https://apps.apple.com/in/app/nsdl-speede-app/id922834763

https://play.google.com/store/apps/details?id=com.msf.NSDL.Android

Steps To Check Your KYC Status

What is Know Your Client (KYC)?

Know Your Client (KYC) means identifying and verifying the client’s identity and the identity of the beneficial owner through documents submitted for Proof of Identity (PoI) and Proof of Address (PoA) in compliance with rules, regulations, guidelines, and circulars issued by the Board or any other authority for Prevention of Money Laundering from time to time.

KYC Status Check Link

FOR NDML KRA:
https://kra.ndml.in/kra-web/jsps/menu/MainIndex.jsp

FOR CVL KRA:
https://www.cvlkra.com/

FOR DOTEX KRA:
https://www.nsekra.com/

FOR KARVY KRA:
https://www.karvykra.com/UPanSearchGlobalWithPanExempt.aspx

FOR CAMS KRA:
https://camskra.com/

Steps to check your KYC Status:

Visit https://www.cvlkra.com/ and click on KYC Inquiry.
Enter your 10-digit PAN with Captcha and click on Submit.
Your KYC Status will be displayed as ‘KYC Validated/KYC Registered/KYC On-Hold/Under Process’.

What does each KYC status mean?

KYC Validated

KYC is registered successfully.
You can do any transaction in security market, anytime.

KYC Registered

You can continue making transactions in your Trading and Demat account without any hassle.
You can get your KYC status changed to ‘KYC Validated’ by doing the KYC Update/KYC Modification process using PAN and Aadhaar from XML, Digi-locker, e-Aadhaar PDF or M-Aadhaar.
Once your KYC status changes to "Validated" you can invest in securities market without any requirement of re-KYC.

Under Process

This status shows up if the KYC is recently updated and under processing at KRAs. It takes up to a few days for the KYC status to be updated.

KYC On-Hold/Rejected

The KYC status on the KRA’s website shows the reason for ‘KYC On-Hold/Rejected’ status; it could be: Mobile or Email not validated/PAN is not linked with Aadhaar/Deficiency in the KYC documents etc.
Please contact us for rectification of discrepancies in KYC documents.
Once your KYC status changes to Registered/Validated you will be all set to start transaction.

KRA Validation Link

The validation links are provided below for your reference:

FOR NDML KRA:
https://kra.ndml.in/kra/ckyc/#/initiate

FOR CVL KRA:
https://validate.cvlindia.com/CVLKRAVerification_V1/

Incase of any difficulties, feel free to contact our Helpdesk for further assistance.

Precautions for Clients Dealing in Options

Dear Clients,

NSE Vide its circular dated July 06, 2022 has informed the trading members to carry out due diligence of all those clients wishing to trade in derivative segment of the Exchange more specifically in the Options segment to avoid any kind risk/threat that may occur as the derivative Products are not designed for general Public whose Income does not support the trade Position in Options.

Further in line with this circular all clients trading in derivative segments are informed to kindly update your financial details/income with us so as to avoid disallowance of trading in derivative Products.

Our compliance department will analyse the Income details with the turnover and in case of any serious deviation your account will be blocked for trading in derivative Products and it will be at the sole discretion of Fortune Interfinance Limited.

Further Please also note that following actions needs your attention at all times and request you to desist from following activity to ensure smooth Operations of your trading account maintained with us.

Sharing of trading credentials – login id & passwords including OTP’s.
Trading in leveraged products like options without proper understanding, which could lead to losses.
Writing/selling options or trading in option strategies based on tips, without basic knowledge & understanding of the product and its risks.
Dealing in unsolicited tips through WhatsApp, Telegram, YouTube, Facebook, SMS, calls, etc.
Trading in "Options" based on recommendations from unauthorised/unregistered investment advisors and influencers.

For your necessary action and Information.

By order

Fortune Interfinance Limited

Compliance department

RISK DISCLOSURES ON DERIVATIVES

9 out of 10 individual traders in equity Futures and Options Segment incurred net losses.
On an average, loss makers registered net trading loss close to Rs. 50,000.
Over and above the net trading losses incurred, loss makers expended an additional 28% of net trading losses as transaction costs.
Those making net trading profits, incurred between 15% to 50% of such profits as transaction cost.

SEBI study dated January 25, 2023 on “Analysis of Profit and Loss of Individual Traders dealing in equity Futures and Options (F&O) Segment”, wherein Aggregate Level findings are based on annual Profit/Loss incurred by individual traders in equity F&O during FY 2021-22.

Reference Link

https://www.sebi.gov.in/reports-and-statistics/research/jan-2023/study-analysis-of-profit-and-loss-of-individual-traders-dealing-in-equity-fando-segment_67525.html

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Downloads

ACCOUNT OPENING FORM-KYC KIT Download PDF
CKYC_Template_Individual Download PDF
CKYC_Template_Individual_Annex A1 Download PDF
CKYC_Template_Individual_Annex B1 Download PDF
KRA-Forms-Non-Individuals Download PDF
KRA-Forms-Individuals-New Download PDF
KRA-Forms-Individuals-Modification Download PDF
DECLARATION FOR COMMON EMAIL & MOBILE Download PDF
ACCOUNT_DETAILS_MODIFICATION_FORM Download PDF
FINANCIAL DETAILS UPDATION FORM - NON INDIVIDUAL Download PDF
FINANCIAL_DETAILS_UPDATION_FORM-_INDIVIDUAL Download PDF
AUTHORISATION LETTER FOR JOINT BANK ACCOUNT Download PDF
POLICY ON CLIENT CODE MODIFICATION Download PDF
POLICY ON UNAUTHENTICATED NEWS Download PDF
POLICY ON PRE FUNDED INSTRUMENTS AND AFT Download PDF
POLICY ON INVESTOR GRIEVIANCE Download PDF
CYBER SECURITY POLICY Download PDF
POLICY ON DEALING WITH CONFLICTS OF INTEREST OF INTERMEDIARIES Download PDF
PMLA POLICY Download PDF
CKYC_Template__Legal_Entity Download PDF
CKYC_Template_Legal_Entity_Annex Download PDF
Investor Charter Download PDF
DECLARATION FORM FOR OPTING OUT OF NOMINATION Download PDF
NOMINATION FORM Download PDF

SEBI INVESTOR WEBSITE Client Collateral Details Downloads e-Voting CDSL Link e-Voting NSDL Link
SCOREs Portal SMART ODR Portal Link Feedback Written Policy Documents Investor Charter & Disclosure
Cyber Security Awarness Advisory For Investors Advisory For 6 KYC Attributes Investor Complaints
Client Registration Documents in Vernacular Language

SEBI SINGLE REGN. NO. INZ000178035 | ROC CIN : U74140WB1994PLC063393 |
AMFI REG. NO. 110781 | Mutual Fund through R K AGARWAL & CO. |
APRN CODE: APRN01174 | PMS DISTRIBUTION THROUGH R K AGARWAL & CO |
Insurance Advisor Code : 004923777 | Insurance through Rajendra Kumar Agarwal |

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DISCLAIMER
PRIVACY POLICY
TERMS AND CONDITIONS
POLICIES & GUIDELINES

Attention Investor

1.Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 01, 2020. 2.Update your email id and mobile number with your stock broker / depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge.3. Check your securities / MF / bonds in the consolidated account statement issued by NSDL/CDSL every month. .......... Issued in the interest of Investors" All clients are requested to record their email id for electronic despatch of contract and statement. In case of electronic contract note, the link/login for the same is available on website for download.

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