Investmentz | QuickReports

- Open Account

port

Global Dashboard

Port

report

Add Pan adnd Adhaar Details to your profilesComplete Setup

Backoffice Report

WORK IN PROGRESS

The page you're looking for is in progress.
We are in the process of improvising and will be back soon.

Backoffice Report

Cash Scrip Summary
Contract Note
Cost Report
Derivative Open Position
Financial Ledger
Funds
LPC Report
Mandate Details
BSE Star MF
EMandate Details
Margin Report
MTF Report
Portfolio Holding
Profit Loss
Square-Off Reports
STT Certificate
Tax Tracker Report
New Profit Loss Report New
Transaction Report New
Mismatch Exception Report New
Dividend Report New
Tax Bundle New
Tradebook
Unpaid CDSL Report
Sectorial Holding

BA Report

Ageing Report
BA Ledger
Business Volume
CDSL AMC Recovery
CDMCRM
Client Profile
Client Status
Collection Report
Dispatch
Document Archive
Document Management System
Grading Information Report
GST On BA Brokerage
Monthly & Quarterly Payout
POA Not Received
Shares In Demat
Shares On Hold
Screener
Sticky Report
Suspended Clients Report
Shortage Of Cash Report
User Manual

BA MF Report

Sip Due Report
General Aum Report
BA Wise Transaction details
SIP Received for the period
SIP Stopped Report
SIP Not Received for the period
SIP Expiry Report
Fresh SIP Report
Investor Wise Aum Reports
MF Brokerage Report
NON-MF Brokerage Report

Demat Report

CDSL Billing Report
Client Master Report
Holding Valuation Report
Demat In-Outward Status
DIS Slip Book Requisition
OFF Market DIS Status
Statement Of Transaction
DP TO Pledge
Counter Rejection
RMS Reports

BA Family Report

Family Financial Ledger
Family Portfolio Holding
Family Collection Report
Family Statement of Transaction

MF Brokerage Report

Client Code :

BA Code :

BA Name :

Financial year:

Brokerage Month:

Brokerage Type:

Bill No:

Family :

BANAME:

BACode:

Report Generated On 09-Jun-2026 08:55:32 AM

Request a CallBack

Invalid Email Address

Enter minimum 10 digit

Enter all the required fields

Thank you for contacting us. We will get back to your shortly.

Follow Us

External Links

SEBI
FMC
Finance Ministry
BSE
NSE
BSE Exchange Complaint
NSE Exchange Complaint
Investor Information
Contact Us

Registrations

SEBI Reg. Nos | Stock broking: INZ000186336 BSE CM/Derivatives/CD, NSE CM/Derivatives/CD | DP: IN-DP-685-2022 | PMS: INP 000005801 | Research Analyst: INH000016940.

AMFI Registered Mutual Fund Distributor

AMFI Registration Number: ARN-3086. Current Validity of ARN - 20 / Mar / 2028

Risk Disclosure 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 â‚¹50,000.
Over and above the net trading losses incurred, loss makers expended an additional 28% of net trading losses at 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.

Attention Investors

All investors are requested to note that 6 Kyc attributes, i.e. Name, PAN, Address, Mobile number E-mail Id and Income range have been made mandatory. The last date to update KYC details is March 31, 2022 failing which Exchanges will block the non-compliant trading accounts for trading and depositories will freeze the non-compliant demat accounts for debits. For details, refer Advisory for mandatory attributes.
All account holders are requested to please submit a self-attested copy of their Aadhaar card for updating of records.
KYC is a one-time exercise while dealing in securities market. Once KYC is done through a SEBI registered intermediary (Broker, DP, Mutual Fund, etc.), you need not undergo the same process again when you approach another intermediary.
No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorize your bank to make payment in case of allotment. No worries for refund as the money remains in the investor's account.
Filing complaints on SCORES - Easy & quick - (a) Register on SCORES portal, (b) Mandatory details for filing complaints on SCORES: Name, PAN, Address, Mobile Number, E-mail ID, (c) Benefits: Effective communication, Speedy redressal of the grievances.
Filing complaints on Online Dispute Resolution Portal (ODR Portal) click on SMARTODR
Investor are requested to please note that the Exchanges have informed that with effect from April 1, 2022, PANs not seeded with Aadhar will be considered as invalid for the purposes of trading in securities market.
Hence, you are requested to ensure that your Aadhar is linked with PAN through https://www.incometax.gov.in >> Link Aadhar well before the due date, in order to avoid any inconvenience to you.

Disclaimer

Investments in the securities market are subject to market risk; read all the related documents carefully before investing.

Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020.
Update your mobile number & email Id with your stock broker/depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge.
Pay 20% upfront margin of the transaction value to trade in cash market segment.
Investors may please refer to the Exchanges' Frequently Asked Questions (FAQs) issued vide circular reference NSE/INSP/45191 dated July 31, 2020, , NSE/INSP/45534 dated August 31, 2020 and BSE notice numbers 2020731-7 dated July 31, 2020 and 20200831-45 dated August 31, 2020 and other guidelines issued from time to time in this regard.
Check your Securities /MF/ Bonds in the consolidated account statement issued by NSDL/CDSL every month.

.......... Issued in the interest of Investors.

Copyrights 2013 © Asit C Mehta Investment Interrmediates Ltd.(ISO 9001:2015 certified company)

Call Me Now

Invalid Email Address

Enter minimum 10 digit

Enter all the required fields

Quick Access

Quick Links to all Products & Services

OUR PRODUCT

Sovereign Gold Bond
Equity
Mutual Fund
iBasket
IPO
Research
Offer for Sale
Offer for Buyback

Treasury Bills
NPS
Derivatives Trading
Systematic investment Plan
New Fund Offer
Currency Trading
Corporate Fixed Deposit
Financial Planning

NCD/Bonds
Capital Gain Bond (54EC)
Public Provident Fund
ELSS Fund
Exchange Traded Fund
Portfolio Management Services
Liquid Funds
Security Lending & Borrowing

OUR SERVICES

Investment Banking
Foreign Portfolio Investor
Institutional Equities
Bank Customers
NRI Services