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  • How to Configure TPIN in RMoney? Post Date : November 17, 2022

    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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  • How Do You Check Profit and Loss in RMoney? Post Date : November 17, 2022

    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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  • How Can I Access My Holding Details? Post Date : April 25, 2022

    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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  • How to View/Download Profit & Loss/ MTM in F&O Segment (for Date Range)? Post Date : April 8, 2022

    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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  • How Can I View/Download the Profit & Loss Report in Cash Segment (for a date range)? Post Date : April 8, 2022

    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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  • How To Raise A Pledging Request Through RMoney Back Office? Post Date : April 8, 2022

    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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  • What’s The Offline Mechanism For Pledging And Unpledging Of Shares? Post Date : April 8, 2022

    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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  • Where and How can I view my Financial Ledger? Post Date : 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? Post Date : 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? Post Date : 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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  • Login Access Details to RMoney Back Office

    Back Office Access Link and Login Details for Back Office? Post Date : 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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  • Reset RMoney Back Office Password

    What If I Forget My Password? Post Date : 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

    Back Office FAQ’s Video? Post Date : April 6, 2022

    Watch the video to find out how to use RMoney Back Office in detail. Watch the video here https://bit.ly/3LDAVa1  

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  • Access Contract Notes in RMoney Back Office

    From Where Can I Access My Contract Notes? Post Date : 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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  • Check Rates at which stocks were brought in RMoney Back Office

    How Can I Check at What Rate I Bought/Sold a Particular Scrip/Stock? Post Date : 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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  • Access Your Demat Account Details in RMoney Back Office

    How Can I Access My RMoney Demat Account Details? Post Date : 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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Filing Complaints on SCORES (SEBI) – Easy & Quick

  1. Register on SCORES Portal (SEBI)
  2. Mandatory details for filing complaints on SCORES:
    1. Name, PAN, Address, Mobile Number, E-mail ID
  3. Benefits:
    1. Effective Communication
    2. Speedy redressal of the grieva`nces

https://scores.gov.in

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