You can check the buy and sell average price of stocks you traded from the P&L Statement which is available in Samco Star BackOffice, Samcoe App, and Samco Web in My Holdings.

The buy average calculation of your holdings will exclude intra-day trades. In case you sell your holdings and then buy it back the same day, the difference will be considered an intraday profit or loss, and your holding's buy average will remain unaffected.

To understand the weighted average accounting method assume you made the below buy trades.

So the buy average will be Rs.14.58 (i.e Total amount invested divided by the Net QTY)

In case you need a statement with any other accounting method, you can contact our funds' department on 022-22227777 or raise a ticket on support helpdesk in Funds/Accounts/Contract Note related Issues.

The post How is the Buy Average Price Calculated in Samco Star Backoffice? first appeared on Support | Samco.

1. 6 Months Bank Statement
2. Salary Slip
3. Demat Holding Statement
4. Copy of ITR Acknowledgement
5. Copy of form 16 for Salaried Employees
6. Net worth Certificate obtained from a Chartered Accountant
7. Any other certificate or document demonstrating your financial net worth

We at SAMCO understand the difficulties clients face to courier hard copies of the documents. Hence, we have given an upload option in SAMCO Star Back Office. You need to follow these simple steps :-

Step 2 : Click on “PROFILE” button from Back office menu options.

Step 3 : Select the respective details from the menu options under “Financial Forms”. you need to select your income range and a supporting proof for the same

• Income Range – Select your annual income range in this option
• Income Proof being furnished – Select the document that you wish to update from the drop down menu

After you are done with selecting the respective options from the drop down menu click on “Choose Files”.

Step 4 : Select the Income Proof you want to upload from your computer and click on Open. Please note the proofs have to be either in PDF format or an Image format. (Allowed file formats: pdf, png, jpg, jpeg)

Step 5 : Ensure you have uploaded the correct files and wait for the file upload to finish.

Once the documents are uploaded, our KYC team will verify them and notify you if there is any deficiency found in the uploaded documents.

Upload Your Income Proof Now

The post Annual Financial Review of Clients trading in Derivatives Segments first appeared on Support | Samco.

The easiest way to invest in stocks periodically and create wealth in the long term is by the means of the Stock SIP feature available on the Samco Star Backoffice. It helps you make the best of the unpredictable market by adopting a disciplined investment strategy.

Follow the steps given below to start a StockSIP via Samco Star Backoffice.

Step 1: Log in to Samco Star Backoffice using your Backoffice login credentials. If you are logging in for the first time the password will be your PAN in caps.

Step 2: Now select STOCKSIP option in the menu.

Step 3: Search for the stock that you wish to do a SIP in. Let’s take IEX for instance and click on the Setup SIP. 

Step 4: Enter the number of the shares you want to invest in, select a start date for your monthly SIP, then click on Setup & Add to basket.

Step 5: Now you will see a pop-up with all of the SIPs you want to invest in then click on Setup SIP to proceed with the transaction.

Step 6: Validate your SIP transaction with an OTP confirmation and then click on the Proceed button.

Step 7: Congratulations! Your SIP order is placed successfully.

You can even start your Stock SIP journey via using Samco App and refer this link to know How to apply for StockSIP via Samco .

Special Support 

Book a special appointment with our expert team and get support to start your first stock SIP. Choose a time and date that is most convenient to you and receive a callback from our experts at the stipulated time. 

Click on the“Book Appointment Now” button and choose “Understanding Stock SIP – Special Support”. 

Choose your preferred date and time to get a complete demo of the Stock SIP feature. Fill in & confirm your client details on the appointment page and click on “Confirm”.

In case you are facing trouble fixing an appointment, send us an mail at support@samco.in

The post How to place STOCK SIP via Star Backoffice? first appeared on Support | Samco.

How does the Samco Family Back Office work?

You can be both a Family Admin & a Family Member.
To become a Family Admin:

1. Log in to the Star Back Office account you want to designate as family admin.
2. Click on the Family Tab in the left column & click on the family admin tab.
3. Add the Samco client code of all the family members.

That’s it! We will send an email and flash your request on their Star Back Office to all your family members for their confirmation & all they have to do is accept the invitation.
Note: Also add your client code to the family admin panel.

How to become a member of anot

1. Provide your Client Code to the Family Admin.
2. Accept their Invitation sent via Samco Star or E-Mail
3. After their acceptance, you can view their details by logging into the Samco Star Back Office as usual & clicking on the Family Login button.

Apart from tracking the portfolio, you can:

1. View the Ledger & Trade Books of your family members.
2. See their Indian Trading League Ranks.
3. View the Open Positions & Stock Holdings client wise & script-wise.
4. Make Withdrawal requests for any family member for any segment.

Note: Withdrawals will only be credited to the linked bank account of your family member.
If some of your family members are not trading with Samco, head to the Referral Center in the Samco Star Back Office and refer them!

The post What is Family Admin Feature in Samco Star Back Office? first appeared on Support | Samco.

The list of eligible Income Proof is as follows-

• Bank Statement for the past 6 months
• Salary Slip
• Demat Holding Statement
• Copy of ITR Acknowledgment
• Form No.16
• Net Worth Certificate

Here are the step to upload income proof from Samco Star Backoffice

Step 1: Log in to Samco Star Backoffice using your BackOffice login credentials. If you are logging in for the first time your password will be your PAN in caps.

Step 2: Go to the My Profile option available in the drop-down list on the top right.

Step 3: Scroll down to the Financial Forms section. Here you have to select your income range and the document you wish to submit.

 
Note: Document can be uploaded in pdf, png, jpg, jpeg only.
Step 4: Click on the choose file option to upload the income proof and click on submit. By which your income proof is submitted successfully.

In case you face any difficulty feel free to contact us on 022-22227777 or raise a ticket by clicking here.

The post How to upload Income Statement in Samco Star Backoffice? first appeared on Support | Samco.

After this, click on any particular share and it will display a detailed window

As can be seen above, this detailed window shall display the Broker Beneficiary Holdings.

The post What are Broker Beneficiary Holdings? first appeared on Support | Samco.

Net asset value (NAV) is the sum total of the market value of all the shares held in a portfolio, including cash balance.

Where can I check my NAV in Samco?

Step 1: Log in to Samco Back office i.e. star.samco.in

Step 2: On the homepage, you will find Your Assets option. You can view your NAV here (see screenshot).

NAV is a constitution of the following:

1. Net Option: Net option shows the value of derivative trades done in your Samco account, which includes futures and options positions of equity, currency, and commodity.
2. Cash available: This tab shows the total cash balance available in the trading account.
3. Holdings: Holdings shows the value of stocks held in the demat account. The value shown here is based on the closing price of the stocks. For E.g. You might have bought stock at a price of Rs 100/ per share, however, If the closing price of the stock as per NSE website is Rs 80, then Holdings value in NAV will be calculated using Rs 80.
4. Margin Blocked: Margin blocked shows the amount blocked for carryforward positions bought in the derivatives segment.

The post What is NAV and Where To check NAV in Samco? first appeared on Support | Samco.

Step 2) Click on the “Report” button in the back office menu and then click on “Trade Book”

Step 3) On the “Trade Book” page there you will find 4 options Viz

• Segment
  • Under “Segment” option you can select a particular segment you want to see the historical trades for. For example  select “NSE EQ” under “ALL EQ” option to check trades you have made in the past on the NSE. Similarly all the segments and exchanges are listed in this sub menu under “Segment” Option.
• Symbol
  • Lets assume you want to only check historical trades of a particular Stock, Derivative or a Commodity all you need to do is just enter the symbol of the respective stock or derivative or the commodity
    Example: to check all your historical trades made in NFO Nifty Options type” NIFTY” in the symbol search bar or if you want to check all your historical trades made in Sun Pharma search Script code “SUNPHARMA” in symbol search option.
• Financial Year
  • Select the financial year you want to check the historical trader for.
• Date Range
  • Select the date range between which you want to check the historical trades

Post selection the respective options click on “Show”. clicking on show will pop up the list of all the historical trades under the selected options.
Note that his output is the list of all your trades. The unique parameter in this report is Trade Number.

You can also download these trades by clicking on “download button”

Other Options under “Reports” button in back office menu options
–  Trade Book Summary – Displays the summary of all your historical trades grouped orderwise
– Profit and Loss Statement – a Profit and loss statement of all your trades
– Contract Note – All your contract notes are accessible from here

The post How to check your past historical trades with SAMCO? first appeared on Support | Samco.

1. Profit and Loss Report
   Profit and Loss Report is also popularly known as P&L Statment. This statement helps you analyze the total profit or loss you made within a particular financial year. It gives an overview of all your trades, open positions, buy and sell avg price, avg quantity, realized and unrealized profit or loss, etc. It is very essential to check your P&L statement regularly which will help you analyze and improve your trading style. Apart from this P&L Report helps you identify how much transaction cost you incurred within a particular financial year. This report is separated for equity and derivative segments which will help you analyze more accurately. You can refer to the below illustration for a better understanding.

If you wish to check your Profit and Loss Report you can follow the steps shown in this Article –  How to View and Download My Profit and Loss Statement from Samco Star Back office?
2. Trade Book 
A trade book I a consolidated statement in which you can see all your trades within the selected period. It is also known as Trading Ledger. Trade Book contains details like Trade Date, Exchange, Symbol (Stock Name/Contract), Series  (EQ/FUT/OPT/CUR), Action, QTY, Price, and order number. You can access your Trade Book in Samco Star Back Office-> Reports-> TradeBook.

3. Ledger
Ledger is similar to your bank account statement. In a bank statement, all your banking transactions are credited and debited similarly in a ledger all your transaction related to your trading account are recorded. You can access your ledger by following the steps shown this article – How can I check my SAMCO Ledger Account?

In case you face any difficulty to access any of these reports feel free to write us on support@samco.in or raise a ticket on our support helpdesk.

The post Types of Reports Available in Samco Star BackOffice first appeared on Support | Samco.

Your SAMCO Star back office password is by default your PAN. for example if your client id is DX1111 and your PAN is ABCDE1234F, your back office login Id would be DX1111 and your password would be ABCDW1234F . 
To change your back office i.e. SAMCO STAR password

• Go to Account Settings (From the top right corner)
• Reset Password Menu
  • Enter your old password
  • Enter your new password
  • Confirm new password
  • Click on SUBMIT

The post What is my STAR Back office password? How to change back office password? first appeared on Support | Samco.