1. Log in to the Samco app.  
2. Go to the Profile section.  
3. Click on “Trading Preferences.”  
4. Select your preferences from the dropdown and apply the changes.

2. How can I turn off notifications from the Samco app?

1. Log in to the Samco app.  
2. Go to the Profile section.  
3. Click on “Notification Settings”  
4. Select your preferences from the dropdown and apply the changes.

3. Where can I check my Depository details in the Samco app?

1. Log in to the Samco app.  
2. Go to the Profile section.  
3. Click on the “Profile icon”  
4. Click on Demat Information.

4. Where can I check my active Segment in the Samco app?

1. Log in to the Samco app.  
2. Go to the Profile section.  
3. Click on the “Profile icon”  
4. Check active & inactive Segments.

5. Where can I view the available margin for trading?

1. Log in to the Samco app.  
2. Go to the Profile section.  
3. Click on “Funds ”  
4. Check the available margin to trade.

6. Where can I view my MTF margin?

1. Log in to the Samco app.  
2. Go to the Profile section.  
3. Click on “Funds ”  
4. Check the MTF margin.

7. Why is my ledger balance negative?

A negative balance in your Samco account can occur due to the following reasons:

1. Uncovered DP charges: Depository Participant (DP) charges are applied when shares are debited from your Demat account. If your account balance is insufficient to cover these charges, it results in a negative balance.
2. AMC charges: Account Maintenance charges can result in a negative balance if not settled.

8. How can I view or Download my ledger statement in the Samco app?

1. Log in to the Samco app.  
2. Navigate to the Profile section.
3. Select “Star Backoffice.”  
4. Click on “Ledger.”  
5. Choose the Segment and Date.  
6. Click “Show” or “Download,” as per your preference.

9. How can I download my ITR statements in the Samco app?

1. Log in to the Samco app.  
2. Navigate to the Profile section.  
3. Select “Star Backoffice.”  
4. Click on “Login”  
5. Choose the Statements and Date.  
6. Click “Show” or “Download,” as per your preference.

10. How can I apply for an IPO using the Samco app?

1. Log in to the Samco app.  
2. Slide up your Portfolio movers.  
3. Click on “Apply IPO.”  
4. Select the IPO.  
5. Fill in the required details.  
6. Click on “Submit.”

11. What’s your Portfolio mover in the Samco app?

The Portfolio Mover feature displays the top 5-6 best-performing stocks in your portfolio for the day, offering a quick overview of bullish or bearish performance.

12. Where can I check my NAV details in the Samco app?

1. Log into the Samco app.  
2. On the home page, locate the Networth tab in the middle-right section.  
3. Click on “Networth.”  
4. View your Networth on the homepage.

13. Where can I check my Index details in the Samco app?

1. Log into the Samco app.  
2. On the home page, locate the Networth tab in the middle-right section.  
3. Click on “Index”  
4. View your Index on the homepage.

14. What is Samco Screener?

The Samco Screener helps you to view the top-rated, top momentum, strong fundamentals, and top downtrend stocks of the day. It provides a clear market summary to help you easily track stock performance and make informed decisions.

15. Where can I check corporate actions in the Samco app?

1. Log in to the Samco app.  
2. Slide up your Portfolio movers.  
3. Go to the Traders Tool.  
4. Click on “Event Calendar.”  
5. Select “Corporate Action.”  
6. View the available details.

16. How can I buy an ETF using the Samco app?

1. Log in to the Samco app.  
2. Slide up Portfolio movers.  
3. Go to Top Products.
4. Click on “ETF.”  
5. Explore and select the ETF you want to buy.  

17. How can I buy Bonds using the Samco app?

1. Log in to the Samco app.  
2. Slide up Portfolio movers.  
3. Go to Top Products.
4. Click on “Bonds”  
5. Explore and select the Bonds you want to buy.

18. What is Position alert in the Samco app?

Position alerts notify you when a stock hits a key price, helping you stay on top of market moves. This saves time, reduces emotions, and allows quick action—making it a smart and simple trade method.

19. What are Market Insights in the Samco app? 

Market Insights offers research updates, corporate announcements, and key stock market information to help you stay informed and make better investment decisions. 

20. What is a Basket analyzer in the Samco app?

The Basket Analyzer is a tool that helps users identify, analyze, and track options trading opportunities which makes it easier to evaluate different strategies, understand market trends, and monitor trades to improve trading decisions.

21. What is Trade analytics?

Trade Analytics reviews your trades, highlights mistakes, and offers suggestions to improve your performance.

22. Where can I find the Options and Futures chain for all scripts in the Samco app?

1. Log in to your Samco Beta app.
2. Click the search icon next to the notification tab.
3. Enter the stock’s scrip name.
4. Scroll horizontally using the toggle to find the Option/Future chain next to Market Depth.

23. Where can I check my positions in the Samco app?

1. Log in to the Samco app.
2. Click on the “Portfolio” tab at the bottom. 
3. View your positions under “My Portfolio.”

24. How to view your holdings in the Samco app?

1. Log in to the Samco app.
2. Click on the “Portfolio” tab at the bottom.
3. Select the “Holdings” section under “My Portfolio.”

25. How to check the order status in the Samco app?

1. Log in to the Samco app.
2. Click on the “Orders” tab.
3. Check the status of all orders (pending, executed, and rejected).

26. Where can I find the trade status in the Samco app?

1. Log in to the Samco app.
2. Click on the “Orders” tab.
3. Select the “Trades” section.

27. How can I place a basket order in the Samco app?

1. Log in to the Samco app.
2. Click on the “Orders” tab.  
3. Select “Basket” at the top.  
4. Click “Create Basket,” name it, and tap “Create.”  
5. Search and add scripts.  
6. Click on “Trade all data once” or “Trade one by one”

28. How can I place a GTT order in the Samco app?

1. Log in to the Samco app.  
2. Search for the stock.  
3. Select the order type.
4. Click on the GTT option.  
5. Enter details and click “Create GTT.”  
6. Check GTT orders in the “Orders” tab.

29. How can I create a stock SIP in the Samco app?

1. Log in to the Samco app.  
2. Click on the “Orders” tab.  
3. Go to the “SIP” section.
4. Click “Create New SIP” and search for stock.  
5. Enter SIP details and click “Create.”  
6. View SIP under the “Active” tab.

30. How can I set an alert in the Samco app?

1. Log in to the Samco app.  
2. Tap on the “Orders” tab.  
3. Go to “Alerts.”  
4. Click “Create New Alert.”  
5. Select scripts and enter details (type, validity, price).  
6. Tap “Create Alert.”

The post SAMCO 3.0 Frequently Asked Questions first appeared on Support | Samco.

NSE has mandated a maximum limit to the quantity per order for all F&O contracts. Hence, If you want to buy or sell a huge quantity, you cannot place it via a single order. The new Bulk Order feature allows you to place the order with a huge quantity. 

Here’s how Bulk Orders work:

• Let’s say you want to buy 5,000 quantities of Nifty futures, but the maximum permissible quantity per order is 1,800. With Bulk Orders, you can place a single order for 5,000 quantities, and we will automatically divide it into three different orders of 1800, 1800, and 1400.
• Once you submit the bulk order, our system will simultaneously send the three orders to the stock market exchange NSE, reducing your order processing time.
• You can monitor each order’s status from the order book. Also, You can modify each pending order from the order book.

Benefits of using Bulk Orders:

• Faster order processing: With Bulk Orders, you can place high-volume trades faster than ever before. Say goodbye to placing multiple orders and waiting for each one to execute.

• Save time: The system will automatically divide your bulk order into smaller orders, reducing the time you spend manually placing multiple orders.

• Better trade execution: By simultaneously submitting multiple orders, you increase the likelihood of getting a better price for your trade. On the flip side, there is a risk of higher impact cost for traders for very large quantities. Keeping this in mind, We have kept a maximum limit of 10 orders per bulk order.

Here’s how you can use Bulk Orders on Samco Platforms:

1. Just tap on a scrip from the watchlist and click on Buy/Sell. Order page as shown below will appear.

2. Maximum permissible quantity per trade for bank nifty options is 900. In the current version of the Samco App, you won’t be allowed to place order with quantities beyond 900 and an error message will appear. Now with the new bulk order feature, you can enter a higher quantity on the same order page as shown below.

3. A Pop-up will appear for confirmation of splitting one order into multiple. Click on Yes and done. You can place all of those orders with a single click on Quick trade.

So, what are you waiting for? Try out our new Bulk Order feature today and experience hassle-free high-volume trading.

The post Introducing Bulk Orders: The Perfect Solution for High-Volume Traders first appeared on Support | Samco.

POA was optional for the clients to submit, stockbrokers were not allowed to insist clients submit it.

To maintain more transparency and keep it simpler, a separate document is introduced ‘Demat Debit and Pledge Instruction’ (DDPI) (Annexure-A)

SEBI issued a new circular SEBI/HO/MIRSD/DoP/P/CIR/2022/44 on 4th April 2022 regarding the execution of ‘Demat Debit and Pledge Instruction’ (DDPI) the aim of DDPI is to replace the Power of Attorney.

The role of the Power of Attorney was to give the stockbroker and the depository participant authority to transfer securities towards deliveries/settlement obligations and pledging / re-pledging of securities of the investors.

This circular was to come into effect from July 01, 2022, but now SEBI has decided to extend the implementation date of the aforesaid circular to September 01, 2022.

From 1st September 2022, all the stock brokers can collect DDPI from their new clients instead of collecting POA. 

What will be the Role of Demat Debit and Pledge Instruction (DDPI)?

DDPI’s role will be similar to POA, DDPI will allow the stockbroker to perform the activities on behalf of the investor and make their day-to-day activity easy. 

Previously if the investor has not submitted his POA to the broker, then the broker needs to collect an Electronic delivery instruction slip (E-Dis) every time when the investor wants to perform a transaction. 

Imagining doing this every time an investor place an order was significantly burdening for both investor and the broker.

To avoid these night terrors, POA was collected.

Now DDPI will be collected in replace of POA. To ease the day-to-day activity of the investors.

Even now clients have the option to opt for DDPI or to complete settlement by using a physical Delivery Instruction  Slip  (DIS)  or electronic  Delivery  Instruction  Slip  (eDIS) themselves. 

Investors who have already submitted their POA to the stockbroker will be valid until the investor revokes it. Submission of DDPI is applicable for clients who have not submitted their POA and for the new clients who will be on-boarded from 1st September 2022.

DDPI is a new type of document that will play the same role as POA. 

DDPI will be mentioned as a part of the Voluntary Document in Annexure-1 of SEBI circular no.CIR/MIRSD/16/2011 dated August 22, 2011.

In the case of POA, investors had to submit a physical copy to the stockbroker but DDPI has changed the game.

Point to note that in DDPI investors can sign it digitally but it’s not enough. Unlike other documents in the onboarding flow. But now DDPI shall also be adequately stamped. 

Digital DDPI will help the investor to get on board easily and save time in order to send the hard copy of the POA to the broker.

The execution of DDPI is a result of the use of the authority granted under Sections 11(1) of the Securities and Exchange Board of India Act, 1992, and 19 of the Depositories Act, 1996, to safeguard the interests of investors in securities, encourage the growth of the securities markets, and regulate their operation.

If you are a SAMCO customer and wish to submit your DDPI click here –>

The post SEBI’s New Circular Regarding Execution of Demat Debit and Pledge Instruction (DDPI) first appeared on Support | Samco.