My Privileges
Dear Investor
Our new Portfolio offering provides a holistic view of your investments and how they are performing in the market. You can have performance updates of your entire portfolio on the go and identify your profit and loss incurring positions to take corrective actions.
The various interfaces of Portfolio are user friendly with simple layouts ensuring a lucid picture of how your investments are reacting to market dynamics. We have introduced various widgets which will help you efficiently monitor your stocks, mutual funds, SIPs etc.
Apart from the advantages of using Portfolio outlined above, we have factored in the following to help you get more out of your investments.
- Link for DP reconciliation, to make sure you reconcile your transactions reflecting in Portfolio with your DP holdings.
- Manual addition of transactions to Portfolio*
- Auto application of corporate actions for both system and manually added transactions
- View and download P&L and capital gains statement with a defined time period of your choice
- Get access to reports such as Manage Your Capital Gains to check stocks which are nearing long term and manage capital gains arising
*Please manually add all those transactions which have not been done through HDFC securities. Please add transactions as mentioned in the contract note. Manual reconciliation will be typically required for the following -
- Updating ESOPs
- Transfers from other DP
- IPO bought and allotted from other a/c
- Splits
- Rights Issues
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Account about to turn Dormant on !
Dear Customer, Please note as per Exchange regulations accounts with no trading activities for 12+ months will be marked as inactive. Post which your account will required KYC / Re-KYC and IPV for reactivation to resume trading activity
Account Dormant
Dear Customer, Please note that you have not executed any trade in your account since the last 12 months. Your account has therefore been marked as 'Inactive' as per Exchange regulations. In order to reactivate the account and resume trading, kindly complete the online KYC.
Account Dormant : Re-KYC Required
Dear Customer, Please note that you have not executed any trade in your account since the last 12 months. Your account has therefore been marked as 'Inactive' as per Exchange regulations. In order to reactivate your account and resume trading, kindly complete the Re-KYC and In Person Verification (IPV) process.'On 'OKAY' you will be redirected to ReKYC & IPV Page.
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 ₹ 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.
Source:
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.