RM FAQ
How to check Unpledge share under BMFD ?
Plz follow below steps to check Unpledge share under BMFD Reports. TT >> Report >> Margin >> Pay Now
If Client placed pledge request in TT Manager and remarks showing as rejected, Please let me know next steps?
Plz contact to the Appsupport team.
If Client placed pledge request in TT Manager and OTP Not received ?
Plz contact to the Appsupport team.
How to check pledge logs ?
Plz contact to the Concern DP Team
If client has not received the Dividend plz let us know the process?
Client has to contact respective RTA.
What is the process to get Email Logs and SMS logs ?
Plz raise the Query in CRM along with period for which you need email logs and sms logs.
If client facing TT and Mobile Apps Login related queries ?
Plz contact to the Appsupport team.
If client is facing TT and Mobile Apps order execution related issues ?
Plz contact to the Appsupport team.
Need Additional Surveillance Deposit report?
Raise the Query in CRM with proper details.
Whome to contact for Freeze and Unfreeze related queries ?
Raise the Query in CRM (or) Mark mail to Updation Team
If any Discrepancy in P/L and 360 Report like (Avg Rate, Corporate Action, Meger, Off market trade, etc.,) what needs to be done at our end?
Plz raise the Query in CRM
Need details related to Margin Shortfall Penalty.
Plz raise the Query in CRM
Please explain Margin Shortfall Penalty Levied in Percentage.
Please find the details as below for your reference. 1. (< Rs 1 lakh) And (< 10% of applicable margin) - 0.5% 2. (= Rs 1 lakh) Or (= 10% of applicable margin) - 1.0% 3. More than 3 consecutive days, then penalty of 5% 4. More than 5 days in a month, ...
Please let us know impact of Corporate actions in Derivatives market.
In case of Dividend for Future Trade, market rate will get reduce (As per Dividend rate) In case of Dividend for Option, Strike price will get reduce (As per Dividend rate) In case of Bonus for Future & Option Trade, Qty will get increased (As per ...
How NRI Trade get Settled for Cash and FNO?
Please find the process details as below for your reference. >NRI Contract notes are Generated in Buy & Sell wise >On T-Day EOD, all NRI Trades get Reported to PIS (Banks) >From PIS (Banks), Contract notes are Settled in T+1 Day >Charges like - AMC, ...
How Custody Trade get Settled for Cash and FNO?
Custody Trade gets settled as per below process. > Participants code is mandatory for trades (NSE and BSE) > Client's Trade settlements done by custody > Broker has to report all trades to custody on same day by 3:30 pm > DP account maintained by ...
How does the BUYBACK Contract Payment get settled ?
BUYBACK Contract Payment gets settled as per below process. > In BuyBack, contract payment get settled directly in Bank accounts > In BuyBack, ledger posting is done for charges only
How does CUSPA Pledge Work ?
CUSA Ledge work as per per below process. > If the client is in Debit on Settlement date, Client's buy stock will be marked as CUSPA PLEDGE. > CUSPA Pledge stockes will be released once the client is in Credit within 6 days or for any Sell Obligation ...
How Auction charges Levied to Client's on Securities ?
Please note auction charges as below for your reference. > In case of Internal Shortage for Seller, 10% Auction charges will be levied on T Day closing rate (Auction Debit). > In case of Internal Shortage for Buyer, 10% Auction charges on T Day ...
How to buy Mutual Fund ?
To register Mutual Fund Lumpsum/SIP, you can follow the steps mentioned below: Through IIFL Mobile App(Client Login): Open the menu on IIFL Markets App. > Click on Mutual Funds. > Select Buy MF/SIP > Click on Buy for Lumpsum order > Click on SIP to ...
How to cancel Mutual Fund SIP?
SIP should be cancelled before 3 days from SIP due date. You can login to mf.indiainfoline.com _Holding_ Ongoing SIP_Select sip_Stop SIP.
Can all clients of IIFL avail Mutual Fund SIP facility?
Yes, all active clients can avail the Mutual Fund SIP facility.
Do I need to login on every Mutual Fund SIP date to place the Mutual Fund SIP orders?
No, once you register a SIP request , basis of instructions Exchange will trigger the SIP orders on every SIP date, SIP will be executed on the successful SIP amount debit.
Can I place Mutual Fund SIP request in any Mutual Fund Scheme?
Mutual Fund SIP requests can be placed in all mutual fund schemes available on BSE Star MF scheme master. Scheme Master gets updated as available in the BSE exchange. Every mutual fund scheme will have an objective, suggested investment horizon, risk ...
Can I place Mutual Fund SIP Request at any time during the day?
Yes. You may place Mutual Fund SIP Request at any time during the day and even post market hours.
How many Mutual Fund SIP Requests can I place in a day? Is there a restriction on the number of Mutual Fund Schemes in which Mutual Fund SIP can be placed by a client?
You can place multiple Mutual Fund SIP Requests in a day for different Mutual Fund Schemes or for the same Mutual Fund according to your mandate limit. Note: Mandate limit is set date wise.
When would IIFL place my Mutual Fund SIP orders?
Based on sip registration the subsequent order will get triggered however the settlement will happen on the basis of funds receipt & Exchange/AMC level.
Is there a possibility that my entire Mutual Fund SIP order may not be executed at the exchange?
Yes, processing of SIP order is subject to successful settlement of funds for the SIP amount. As IIFL Securities receives payment confirmation, all the SIPs will be executed. Hence we request our clients to maintain sufficient balance at least two ...
At what price will Mutual Fund SIP orders be placed and where it can see details for the same?
Units will be allotted at closing NAV of the scheme on the SIP date or the applicable business date & payment received date(As per the exchange TAT). If the SIP date is a non-business day. You can view the details of all successfully placed SIP ...
How do I differentiate between Mutual Fund SIP orders and lump sum orders in the order book?
Mutual Fund SIP orders and lump sum order book details are visible from 2 different reports through Mobile app(Client Login) 1.Click-Menu > MF Order History > Select Lumpsum/SIP 2.Through MF online portal > Holdings > Portfolio > Ongoing SIP > SIP ...
What if client has forgotten to allocate enough funds for his Mutual Fund SIP order. Is order be liable to be rejected?
Yes, the order will get rejected if you do not have sufficient funds in your account. Hence it is important for you to maintain the required balance in your bank account at least two working days prior sip due date. Also, client can place additional ...
How can I withdraw money from mutual fund schemes?
Investors can visit the MF portfolio section on the app or website, and initiate redemption/switch from the selected scheme(s). Through Online Portal: Login MF website>click on Mutual funds>MF dashboard>Portfolio>Select Portfolio option>Select ...
Can I get the MF redemption proceeds immediately?
Whenever redemption is initiated in a mutual fund scheme, the realization of funds to the investor is not immediate - in case of liquid funds the investor gets the funds the next business day in case of other schemes the timelines could be even ...
I want to consolidate my mutual fund holdings across platforms. How can I do that?
We have enabled a unique feature Transfer Holdings on our platforms. Investors can transfer their holdings outside IIFL Securities to IIFL Securities with changes as applicable with a single click.
What if the SIP is not debited from a savings account for a particular month, will the same be continued for next month ?
Yes the SIP for the next month will continue to be debited.
What if the SIP amount is not maintained in a savings account on the SIP date. What will be the bounce charges ?
IIFL does not charge for bounce SIP transactions. You need to check with your respective bank for the same.To avoid bank charges, client needs to maintain sufficient balance in his/her bank account before two working days, prior the sip due date.
How to confirm if the SIP mandate from the savings account has been processed or not ?
Upon completion of the mandate update process, Login to mf.indiainfoline.com> Click on Bank & Autopay option to check mandate status.
How to Redeem Mutual Fund units having POA attached with the folio?
You can redeem the Mutual Fund units, through below mentioned processes. 1. For POA enabled accounts the Mutual Fund is purchased in online mode.Login via MF website - Dashboard - Holdings - Portfolio - Click on the drop down of the Mutual Fund ...
What is the password to open MF Statement?
Clients can access the statement by using their PAN no. (upper case)as password to open the statement.
I am unable to select future date in VTD
>Login to IIFL Mobile App or Trader Terminal >Click on Buy/Sell window > Select Order type as VTD-->Then select the date . VTD is valid till maximum 45 days
Next page