Here’s a simple step-by-step guide to help you through the process.

Step 1: Log in to Samco Star Back Office

To begin, visit the Samco Star Back Office portal and log in with your Samco credentials

Note: The credentials for the Samco Star Back Office and the Samco Mobile App are different. For Star Back Office, the password can either be your PAN number or the password you have set specifically for the Back Office.

Step 2: Verify with OTP

After entering your login details, click on Send OTP.
You’ll receive a One-Time Password (OTP) on your registered mobile number or email ID.
Enter the OTP

Note: The OTP is valid for 10 minutes, so make sure to enter it promptly

Step 3: Go to ‘Account Settings’

In the dashboard:

• Click on your profile at the top-right corner.
• From the dropdown menu, select ‘Account Settings’.

Step 4: Choose the Modification Option

In the Account Settings section:

• Look for the Modify Now button and click on it.

Step 5: Select Name Change Modification

In the dropdown list of modification services, click on the option labeled “Name Change” 

This dedicated section allows you to correct spelling errors, update your name after marriage, or align it with your official documents, all depending on what needs to be changed.

Step 6: Enter Your Updated Name Details

• The screen will display your current Client ID, Client Name, DP ID, DP Name, Depository (CDSL), and DP Beneficiary ID. Confirm these details are correct.
• Enter your New Name as per the legal document.
• Specify the Reason for Change (e.g., Marriage, Legal Correction, etc.)
• Upload a scanned copy of your PAN Card showing the updated name.
• Upload any Alternate ID Proof (Gazette Notification, Marriage Certificate, Passport).

Note: You can upload your documents in any of the following accepted formats: JPEG, PNG, JPG, or PDF.

Step 7: E-sign or Aadhaar Verification

After filling in the details and uploading the required documents for your modification request, you will be redirected to begin the Aadhaar e-sign process.

• Enter your 12-digit Aadhaar Number in the designated box.
• Click on Submit to proceed.

Step 8: Consent and Authentication Page

• You will be redirected to the Truecopy Credentials Pvt. Ltd. e-sign authorization page.
• Read the consent terms carefully.
• Check the box:  I hereby authorize… 
• Enter your Aadhaar Number or Virtual ID (VID) in the field provided.
• Click on Send OTP.

Note: Ensure your mobile number is linked to your Aadhaar to receive the OTP.

Step 9: Enter OTP to Verify

• You will receive an OTP on your Aadhaar-linked mobile number.
• Enter the OTP in the field labeled ENTER OTP.
• Click on Verify OTP.

Step 10: Track Your Request via the Modification Status Panel

After submitting your name change request and supporting documents, your request will move into the verification stage.

To keep tabs on its progress, head to the ‘Modification Status’ tab in the Samco Star Back Office.

This section offers real-time updates on your request status, whether it’s been successfully processed. It’s a hassle-free way to stay updated without needing to contact support.

Note: The Turnaround Time (TAT) for modification completion without deficiencies is up to 48 working hours after submitting the request successfully.

The post How to Change Your Name on Samco Star Back Office first appeared on Support | Samco.

This blog will walk you through the full process of making the necessary changes step by step.

Step 1: Access the Samco Star Back Office

To begin, visit the Samco Star Back Office portal and log in with your Samco credentials

Note: The credentials for the Samco Star Back Office and the Samco Mobile App are different. For Star Back Office, the password can either be your PAN number or the password you have set specifically for the Back Office.

Step 2: Verify with OTP

After entering your login details, click on Send OTP.
You’ll receive a One-Time Password (OTP) on your registered mobile number or email ID.
Enter the OTP

Note: The OTP is valid for 10 minutes, so make sure to enter it promptly

Step 3: Navigate to Account Settings

After logging in, you’ll arrive at your personal dashboard, a secure area where you can manage and update your account settings.

Now that you’re inside the portal:

• Click on your profile name located in the upper right-hand corner.
• From the dropdown, select ‘Account Settings’.

Step 4: Choose the Modification Option

In the Account Settings section:

• Look for the Modify Now button and click on it.

Step 5: Select Correspondence / Permanent Address Modification

In the dropdown list of modification services, click on the option labeled Correspondence / Permanent Address Modification.

This single section allows you to update either your correspondence address, your permanent address, or both, depending on what needs to be changed.

Step 6: Fill in the Address Update Form

Once you’ve selected the Correspondence / Permanent Address Modification option, you’ll be directed to a detailed address update form.

Here, you’ll need to:

• Select the Address Type from the dropdown; choose Correspondence, Permanent, or Both depending on what you’re updating.
• Enter your new address details, broken down into:
  • Address Line 1
  • Address Line 2
  • Address Line 3 (Landmarks or additional info)
  • State
  • City
  • Pincode

Make sure to review the information carefully to ensure there are no spelling errors or incorrect entries.

You’ll also need to upload a valid Address Proof Document such as an Aadhaar Card clearly displaying your name and the new address.

Note: You can upload your documents in any of the following accepted formats: JPEG, PNG, JPG, or PDF.

Step 7: Complete the Payment for Address Modification

After filling in your updated address details and uploading the required proof, click on Submit.

You’ll then be redirected to a secure payment gateway to complete a fee of Rs 200 + GST for the address modification request. This fee is required to initiate the official update across regulatory platforms.

Follow the on-screen instructions to make the payment using your preferred method, such as UPI, Net Banking, Credit/Debit Card, etc.

Note: Make sure the payment is completed successfully, as the modification process will only begin after the transaction is confirmed.

Step 8: E-sign or Aadhaar Verification

After completing the payment for your modification request, you will be redirected to begin the Aadhaar e-sign process.

• Enter your 12-digit Aadhaar Number in the designated box.
• Click on Submit to proceed.

Step 9: Consent and Authentication Page

• You will be redirected to the Truecopy Credentials Pvt. Ltd. e-sign authorization page.
• Read the consent terms carefully.
• Check the box: I hereby authorize.
• Enter your Aadhaar Number or Virtual ID (VID) in the field provided.
• Click on Send OTP.

Note: Ensure your mobile number is linked to your Aadhaar to receive the OTP.

Step 10: Enter OTP to Verify

• You will receive an OTP on your Aadhaar-linked mobile number.
• Enter the OTP in the field labeled ENTER OTP.
• Click on Verify OTP.

Step 11: Track Address Modification Status

After successfully completing the Aadhaar e-Sign, your address modification request will be sent for verification.

• To check the progress, go to the Modification Status section in the Samco Star Back Office.

Note: The Turnaround Time (TAT) for modification completion without deficiencies is up to 48 working hours after submitting the request successfully.

The post How to Modify Your Correspondence / Permanent Address in Samco Star Back Office first appeared on Support | Samco.

In this blog, we will guide you through the step-by-step procedure to update your registered mobile number or email ID using the Samco Star Back Office. The process is secure and straightforward and can be completed conveniently from anywhere.

Step 1: Log In to the Samco Star Back Office

• Start by heading over to the official Samco Star Back Office portal.
• Use your Samco credentials to log in.

Note: The credentials for the Samco Star Back Office and the Samco Mobile App are different. For Star Back Office, the password can either be your PAN number or the password you have set specifically for the Back Office.

Step 2: Verify with OTP

After entering your login details, click on Send OTP.
You’ll receive a One-Time Password (OTP) on your registered mobile number or email ID.
Enter the OTP

Note: The OTP is valid for 10 minutes, so make sure to enter it promptly

Step 3: Go to Account Settings

Once logged in, you’ll land on your personal dashboard, a secure space to manage and update your account settings.

After logging in:

• Click on your “Account Holder Name” at the top right corner of the page.
• Select ‘Account Settings’ from the dropdown menu.

Step 4: Select  Modify Now 

In the Account Settings tab:

• Locate and click the ‘Modify Now’ button.

This section is your gateway to making changes to your account details.

Once you click on it, a list of modification options will appear from bank details to nominee and many more.

Step 5: Choose ‘Mobile/Email Modification’

• From the dropdown list of modification options, click on:
    ‘Mobile/Email Modification’

Step 6: Enter the Required Details

A form will open up, prompting you to enter your details

• Your current registered mobile number/email ID
• Your new mobile number/email ID that you wish to update

Step 7: Monitor Your Request Through the Modification Status Panel

Once you’ve submitted your bank details along with the necessary documents, your request enters the verification process.

To stay informed on its progress, simply navigate to the ‘Modification Status’ tab within the Samco Star Back Office.

This section provides real-time updates on your request—whether it’s successfully processed or if any additional information is needed. It’s a convenient way to keep track without reaching out to the support team.

Note: The Turnaround Time (TAT) for modification completion without deficiencies is up to 48 working hours after submitting the request successfully.

The post How to Modify Your Email or Mobile Number in Samco Star Back Office first appeared on Support | Samco.

Step 1: Log In to the Samco Star Back Office

Start by visiting the Samco Star Back Office portal and log in using your Samco credentials. This is your secure personal dashboard where you can manage account-related settings.

Note: The credentials for the Samco Star Back Office and the Samco Mobile App are different. For Star Back Office, the password can either be your PAN number or the password you have set specifically for the Back Office.

Step 2: Verify with OTP

After entering your login details, click on Send OTP.
You’ll receive a One-Time Password (OTP) on your registered mobile number or email ID.
Enter the OTP

Note: The OTP is valid for 10 minutes, so make sure to enter it promptly

Step 3: Access Your Account Settings

Once you’re logged in:

• Look to the top-right corner of your screen.
• Click on your Account Holder Name.
• A drop-down menu will appear.
• From the dropdown, select Account Settings to proceed.

Step 4: Choose the Modification Option

In the Account Settings section:

• Look for the Modify Now button and click on it.

Step 5: Select Secondary Bank Addition from the Dropdown

• A drop-down menu will appear showing various account modification options.
• From the list, select the option labeled Secondary Bank Addition.

Note: Choose this option if you want to add another bank account without removing the existing one. It’s especially useful when you need to link an additional account for fund transfers while keeping your current primary bank unchanged.

Step 6: Enter Your New Bank Account Details

After selecting the bank modification type, you’ll be prompted to fill in your new bank account information. Make sure that:

• The bank account is in your name.
• You carefully enter correct details such as:
  • Bank Account Number
  • Bank Name
  • Bank Type (only Savings account)
  • IFSC Code
  • MICR Code

Note: After entering the bank details, you can either check the box labeled “Make as Primary Bank” if you wish to set it as your primary account or leave it unchecked to add it as a secondary bank as per your preference.

Step 7: Penny Drop Verification 

After entering your bank details and clicking Verify, the system will perform a Penny Drop verification:

• A small amount (typically ₹1) is sent to your new bank account.
• This is done to verify that the account is active and belongs to you.
• If the Penny Drop is successful, then just need to click on Authentication OTP

What If Penny Drop Fails?

If the Penny Drop verification fails, don’t worry; you can still proceed with the bank modification by uploading valid supporting documents as mentioned above. In such cases

  Upload any one of the following documents:

• Cancelled Cheque with your name clearly printed
• Bank Statement 
•  Passbook Copy (first page showing account details)

Note: You can upload your documents in any of the following accepted formats: JPEG, PNG, JPG, or PDF.

Ensure that the uploaded document clearly shows important details such as the Account Holder Name, Bank Account Number, Bank Name, Bank Type (Savings or Current), IFSC Code, and MICR Code for successful verification.

Step 8: OTP Authentication:

• An OTP (One-Time Password) will be sent to your registered mobile number 
• Enter the OTP in the required field to verify and authorize the bank addition request.

Once the OTP is successfully verified, your new bank account addition request will be submitted for processing.

Step 9: Track Your Request in Modification Status

After submitting your bank details and uploading the required documents, your request will be sent for verification.

To track the progress of your request

• Go to the  Modification Status  section in the Samco Star Back Office
• Here, you can view the current status of your bank modification request, whether it’s under review, approved, or if any action is required.
• This helps you stay updated without needing to contact support.

Note: The Turnaround Time (TAT) for completing the bank modification if all details and documents are correct and there is no deficiency is up to 48 working hours from the time of successful submission.

The post How to Modify Bank Details in Samco Star Back Office first appeared on Support | Samco.

Sirf Scientific Recommendations, Sattebaazi Nahi.

Don’t just trade blindly, Trade Scientifically.

At Samco, we believe that trading should not depend on luck. It should be guided by logic, data, and research. That’s why we created Samco Prime, your all-in-one trading and investing guide designed to help you make smarter, more confident, and truly scientific decisions in the market. Whether you are new to trading or already experienced, Samco Prime gives you expert-backed ideas that tell you what to buy, when to enter, where to set your stop loss, and when to book profits.

What Is Samco Prime?

Samco Prime is an exclusive membership that gives you access to Samco’s powerful, research-backed trading and investing tools. It’s designed for investors and traders who want clarity, confidence, and expert guidance in every decision. With this membership, you gain access to professional-grade research, data-driven recommendations, and actionable insights to help you trade and invest smarter.

Without Samco Prime, you miss out on exclusive, research-backed recommendations designed to help you trade smarter. Prime members get full access to expert-curated ideas because if there’s no Prime, there are no recommendations.

Each recommendation includes:

• What to buy and sell 
• The ideal price or price range to enter the position for best results
• Stop-loss level
• Target price
• Suggested allocation

All designed to make trading simpler, faster, and more scientific.

Why Samco Prime Stands Out

1. End-to-End Trading Support

Trade seamlessly across all instruments and Samco platforms even without a subscription. However, research-backed recommendations are available exclusively to subscribed users.

2. Unlimited High-Conviction Recommendations

Access high-confidence, research-backed ideas across equity, options, and ETFs—helping you trade smarter, not more.

3. Complete Handholding

Get clear, actionable insights from Samco’s research experts, so you always know the why behind every recommendation.

4. Personalized for You

Samco Prime provides recommendations curated based on key factors such as the instrument type and investment duration, helping you discover opportunities that align with your trading preferences.

Pricing & Access 

Good news — Samco Prime is free till March 2026!

After that, you can continue enjoying full access if:

Simply maintain a ₹1 lakh networth (Cash balance + Holdings) in your Samco account to unlock free Prime access or , if you prefer flexibility, you can subscribe to Samco Prime for ₹999/month + GST

Whichever option you choose, you’ll continue getting unlimited access to expert research, actionable recommendations, and real-time updates that help you trade smarter.

Key Benefits at a Glance

Final Thoughts

With Samco Prime, you get more than just recommendations; you get a scientific trading advantage.
It helps you grow faster, trade smarter, and stay in full control of your investments.

FAQs

Question 1: What is included in the free trial?

Answer: You get full access to our expert stock and options trade recommendations till 31st March 2026 from your first login completely free and with no payment required. 

Question 2: How is it calculated? 

Answer: Net worth is calculated by adding the current market value of all your holdings on Samco, including stocks, mutual funds, ETFs, and any cash balance in your account. 

Question 3: How do I continue getting free access after the trial? 

Answer: On Review date, maintain an average Net Worth/Net Asset Value (NAV) balance of ₹1,00,000 or more in your account for the last 30 days. If you meet this threshold on the day your trial ends, your Prime access continues at no cost.

Question 4: What happens if my balance drops below ₹1 lakh after becoming a Prime member?

Answer: If your NAV drops below ₹1 lakh during the free trial access, your subscription will be paused. You can either add funds to restore access or pay ₹999 to continue without NAV restrictions.

Question 5: Can I pay instead of maintaining ₹1 lakh NAV? 

Answer: Yes. You can choose to pay ₹999+GST/month to activate Prime access at any time. While on a paid plan, we won’t check your NAV for the duration of that month. 

Question 6: What is NAV, and how is my NAV calculated for eligibility?

Answer: Your NAV is the total of your cash balance, holdings value, positions P&L and mutual funds with RankMF. We calculate your 30-day rolling NAV, and if this average remains ₹1L or more, you stay eligible for free Prime access. 

Question 7: Where can I track my current subscription status?

Answer: Your current status, remaining trial days, next review date, and NAV tracker can be viewed directly on the Recommendations screen. We’ll also send you timely alerts and reminders. 

The post Everything You Need to Know About Samco Prime first appeared on Support | Samco.

With Samco StockPlus, you can unlock that opportunity by using your existing stocks to get additional margin — all without selling them.

What Is StockPlus?

Samco StockPlus lets you use your existing shares as collateral to receive margin for trading in the stock market.

This means you can trade with higher exposure while your investments remain intact. You still continue to earn dividends and benefit from price appreciation. Your shares stay yours while they work harder for you.

Example:

Imagine you hold stocks worth ₹2,00,000.

Instead of selling them to free up cash, you can pledge those shares and instantly receive margin to take new trades—all while continuing to enjoy ownership and future gains.

That’s the power of smart leverage using your assets to seize market opportunities without losing them.

How Does StockPlus Work?

Here’s how StockPlus operates seamlessly:

1. Pledge Your Stocks: Select the shares you’d like to pledge from your holdings.
2. Receive Margin: Get trading limits against those pledged stocks, instantly in your trading account.
3. Unpledge Anytime: Need your shares back? You can unpledge them instantly through the Samco Back Office.
4. Sell Directly: You can even sell pledged stocks directly from your holdings without unpledging first.

Why Use Samco StockPlus?

Here’s what makes StockPlus a smart choice for every trader:

• Retain Your Investments: Continue earning dividends and capital growth while using your stocks as margin.
• Boost Trading Power: Get higher exposure without adding more capital.
• Stay Market-Ready: Instantly access funds to act on opportunities.
• Transparent & Secure: 100% SEBI-compliant with full visibility on charges and valuation.
• Low, Flat Charges: Just ₹30 + GST per ISIN for both pledge and unpledge.

Where Can You Use the Pledge Margin?

With Samco StockPlus, you can use your pledged margin across multiple trading segments on the NSE & BSE exchanges.

For Future and options you can use margin for Cover Orders, Bracket Orders, MIS Orders, and NRML Orders across NSE & CDS segments. For Equity Cash segment you can use margin for Bracket Orders and Cover Orders.

Charges & Interest

Here’s the breakup of charges under Samco StockPlus:

• Pledge Charges: ₹30 + GST per ISIN
• Unpledge Charges: ₹30 + GST per ISIN
• Interest Rate: 0.05% per day

💡 Note: ISIN refers to the unique identification number assigned to each security (for example, one ISIN per company whose shares you pledge).

Example:

Let’s say you pledge shares of Reliance Industries (ISIN: INE002A01018) and Infosys (ISIN: INE009A01021) under StockPlus.

• Pledging both stocks = 2 ISINs × ₹30 = ₹60 + GST
• Later, when you unpledge both = 2 ISINs × ₹30 = ₹60 + GST

So in total, you’ll pay ₹120 + GST for both pledge and unpledge actions.

Introducing the Instant Pledge Benefit

To make StockPlus even more efficient, Samco has introduced the Instant Pledge Benefit — a game-changing upgrade for faster access.

Earlier, traders had to wait for their margins to reflect after pledging.

Now, with Instant Pledge, the margin benefit is credited immediately saving you precious time during fast-moving markets.

Here’s what you get:

• Instant Margin Access: Margin is credited the moment you pledge your stocks.
• Instant Unpledge: Release your holdings anytime through the Samco Back Office.
• Sell Without Unpledging: Execute trades directly from your holdings — no extra steps needed.

This upgrade ensures your trading experience is quick, flexible, and always in your control.

How can you place a pledge/unpledge request?

Using margin against your shares with Samco StockPlus is simple and quick.

Follow these five easy steps to get started

1. Login to your Samco Star Back Office.
2. Under the Portfolio section, click on Holdings.
3. Select the shares you wish to pledge and click on “Pledge”.
4. Once pledged, check your Collateral Margin under the Funds section in the Samco App.
5. You’re all set! You can now start placing F&O orders using NRML and MIS order types.

Tip: You can unpledge your shares anytime directly from the Back Office whenever you wish to release your collateral.

Final Thoughts

With Samco StockPlus, you don’t just hold your investments you make them work smarter for you. Trade confidently, stay market-ready, and never miss an opportunity due to limited funds.

Your portfolio has untapped potential and StockPlus is the smarter way to unlock it. Start pledging today and experience the power of instant margin, flexibility, and control only with Samco.

For more details & FAQ, visit 👉 Samco StockPlus

The post Everything You Need to Know About StockPlus first appeared on Support | Samco.

But as the market grows, so do online scams. Fraudsters are getting smarter by the day faking broker names, sending random links, and even creating WhatsApp groups that promise “guaranteed profits.”

That’s why we’re here: to help you spot the traps and protect your hard-earned money.

How Samco Keeps You Safe?

Security isn’t an afterthought for us, it’s part of our DNA. Here’s how we ensure your trading experience stays safe and transparent:

• Verified Communication Only: We’ll never ask for your password, OTP, or bank details. Ever.Our communication always comes from verified domains ending in samco.in.
• Secure Trading Platforms: Whether you use the Samco App – Android | Samco App – IOS | Samco Star Back Office | Samco Web, every platform is protected with encrypted systems and strong security layers.
• Real-Time Monitoring: Our systems constantly track unusual activity so if something doesn’t look right, we act fast.
• Regulatory Compliance: Every Samco process follows SEBI and exchange guidelines, keeping your data and funds safe.

Spot the Red Flags Before It’s Too Late

Fraudsters often sound convincing but there are always clues if you look closely.

Here’s what to watch out for:

• Calls or messages asking for your login, OTP, or bank info.
• WhatsApp or Telegram groups promising “inside tips” or “sure-shot profits.”
• Links pretending to be from Samco that redirect you elsewhere.
• Requests to share screenshots or allow screen-sharing apps.

If you see any of these pause right there, Verify the source or contact Samco before you take any step.

Trade Only on Official Samco Platforms.

Your safety begins with where you trade. Always log in only through:

Samco App – Android | Samco App – IOS
Samco Star Back Office
Samco Web

Avoid using unknown apps, shared logins, or unverified websites.

Remember your trades, pledges, and fund transfers are always visible and traceable in your Samco Back Office.

Security Is a Shared Responsibility

Your awareness is your strongest defense. Here’s how you can stay protected:

• Keep your login ID and password confidential.
• Never share OTPs or trading credentials with anyone.
• Avoid unknown links or attachments.
• Always check the sender’s email or domain.
• Log out after trading, especially on public devices.

When you stay alert, you stay secure.

What is something feels off?

If you suspect any suspicious activity, don’t wait. We’re always here to help.

📧 support@samco.in

☎️ +91 9122227777

📝 Or simply raise a ticket through our Help & Support Portal

Our team will guide you step-by-step to secure your account immediately.

At Samco, your security isn’t just our responsibility it’s our promise. We’re building a safer, smarter, and more transparent trading experience for every investor.

Stay Smart. Stay Secure. Stay Samco.

The post Don’t Fall for the Trap: Learn How to Outsmart Online Fraudsters! first appeared on Support | Samco.

DDPI (Demat Debit & Pledge Instruction) is a one-time permission you provide to Samco, allowing us to debit shares when you sell them and to pledge shares for margin trading through StockPlus.

In simple words it’s a digital permission slip that helps you trade without having to manually approve every transaction using a T-PIN or OTP.

How DDPI Helps You at Samco?

Before DDPI, every time you sold shares, you had to enter your TPIN and OTP to confirm the transaction. Now, with DDPI activated, Samco can automatically debit your sold shares or pledge them only when you authorize those specific actions.

Here’s how it helps:

• You can sell your shares instantly without worrying about entering OTPs each time.
• You can pledge shares for margin under Samco’s StockPlus feature quickly and easily.
• You’ll experience faster settlement since the process is seamless.

And most importantly you stay in control. DDPI doesn’t give unrestricted access; it only works for approved actions related to your trading and pledging needs.

Why DDPI Is Safe

Security is always at the heart of Samco’s services. With DDPI:

• Samco can only debit or pledge shares linked to your specific transactions.
• Your other holdings remain untouched and protected.
• All actions are carried out through SEBI-approved processes, ensuring full compliance and safety.

So, you get the convenience of instant execution without compromising your account’s security.

How to Activate DDPI with Samco?

Activating DDPI is simple,free and can be done online in just a few steps:

1. Log in to your Samco Star Back Office account.
2. After Login you will get the pop up of Activate the DDPI
3. Choose Enable DDPI Authorization.
4. Follow the e-sign process using your registered email or Aadhaar for verification.
5. Once approved, DDPI will be active in 24 – 48 working hours and you can start trading seamlessly.

If you need help at any step, our support team is here to guide you through the process.

Important Things to Remember

• DDPI is optional you can still use T-PIN authorization if you prefer.
• You’re always in control; DDPI only applies to transactions you approve.

All DDPI actions are done under SEBI’s regulatory framework for investor protection.

The post Everything You Need to Know About DDPI! first appeared on Support | Samco.

Key Features of MTF at Samco Securities

• High Leverage: Investors can access up to 4X leverage on over 800 eligible stocks, subject to market conditions and adjustments as needed, allowing them to maximize their market exposure. 
• Extended Holding Period: Samco’s MTF provides the flexibility to hold leveraged positions for an extended duration. Client positions will be auto-renewed in every 90 days, subject to the fulfillment of margin requirements. Clients can continue holding positions beyond 90 days; however, in case of a margin shortfall or as per Samco’s risk management policies, positions may be squared off to mitigate risk.
• No Activation Charges: The MTF facility is free to activate for all clients (charges were applicable only for old users).
• Extensive Stock Selection: The facility covers a broad spectrum of stocks across various sectors, enabling diversified investment opportunities. 
• Competitive Interest Rates: An interest rate of 0.05% per day is charged on the borrowed amount, calculated daily to ensure cost-effectiveness. This rate may vary based on market conditions with prior notice.

How MTF Works?

When an investor utilises MTF, their existing cash balance is used as collateral to borrow additional funds from Samco Securities. For instance, with a cash balance of ₹10,000, an investor can leverage up to ₹30,000, enabling the purchase of stocks worth ₹40,000 in total. The borrowed amount incurs a daily interest charge of 0.05% until repaid.

If an investor uses MTF to purchase stocks worth ₹40,000 with a cash margin of ₹10,000, the borrowed amount is ₹30,000. The daily interest would be ₹15 (i.e., 0.05% of ₹30,000).

Benefits of MTF

1. Increased Purchasing Power: MTF allows investors to purchase more securities than their cash balance would typically permit, enhancing potential returns.
2. Potential for Greater Returns: By leveraging positions, investors can amplify returns if the value of the purchased securities rises.
3. Flexibility: Investors can hold positions for an extended duration as long as they fulfill margin and MTM requirements and continue paying the applicable interest.

Risk & Compliance

1. Regulatory Compliance – MTF is fully governed by SEBI regulations, ensuring a secure and transparent trading experience.
2. Margin Calls & Liquidation – If margin requirements are not met, positions may be automatically squared off to prevent risks.
3. Market Volatility Risk – Leveraged positions are subject to higher volatility and potential losses.
4. Stock-Specific Risks – MTF applies only to SEBI-approved stocks, and availability may change based on compliance guidelines.
5. Responsibility of Traders – Clients should actively monitor their open MTF positions & MTM to avoid forced liquidation.

Risks Associated with MTF

1. Magnified Losses: While leverage can increase profits, it can also amplify losses if the market moves unfavourably. 
2. Margin Calls: If the value of the collateral falls below a certain threshold, investors may be required to provide additional funds or securities to maintain their positions.
3. Asset Liquidation: Failure to meet margin calls can result in the broker liquidating the investor’s assets to cover the borrowed amount.

How to Place an Order under MTF

Samco offers multiple platforms to place Margin Trading Facility (MTF) orders. The process differs slightly across the Samco App, Samco Web, and Nest Trader. Clients must ensure that the selected stock is part of the MTF-approved list before placing the order.

Placing an Order on the Samco App & Web

1. Log in to the Samco App with your credentials.
2. Search for the desired stock from the watchlist or search bar.
3. Select Buy and choose MTF as the product type.
4. Enter order details such as Quantity & Price.
5. Review margin requirements displayed on the order screen.
6. Confirm and place the order.
7. Upon execution, the purchased stocks will be auto-pledged under MTF.

Placing an Order on Nest Trader

1. Open the Nest Trader terminal and log in using your Samco credentials.
2. Add the desired stock to your market watch.
3. Click on F1 or Right-click on the stock and select Buy Order Entry.
4. Choose NRML as the product type from the drop-down menu.
5. Input required details such as Quantity, Price, and Disclosed Quantity (if any).
6. Confirm and place the order.
7. Upon execution, the purchased stocks will be auto-pledged under MTF.

Why is Pledging Important?

MTF (Margin Trading Facility) pledging is a regulatory requirement to ensure compliance and smooth operation of margin trading. By pledging your stocks, you

1. Secure Your MTF Positions – Pledging acts as collateral, helping maintain your leveraged positions.
2. Meet SEBI Guidelines – SEBI mandates pledging for margin trading to ensure transparency.
3. Avoid Position Liquidation – Unpledged stocks may lead to margin shortfalls, triggering forced square-offs.

How Can I Pledge My Positions?

1. MTF positions will be auto-pledged, eliminating the need for manual pledging. However, applicable pledge and unpledge charges will be levied.

Can I Sell Stocks Without Unpledging?

Yes, pledged stocks can be sold directly without manually unpledging them.

Conclusion

Samco Securities’ Margin Trading Facility offers investors the opportunity to significantly enhance their market exposure and potential returns through up to 4X leverage on delivery trades. While MTF provides substantial benefits, it is crucial for investors to understand the associated risks and manage their leveraged positions prudently. For more detailed information and to activate MTF, please visit Samco’s official website.

Disclaimer: Margin Trading involves risks. Clients should assess their risk appetite before opting for leveraged trading. Samco Securities is not liable for any losses arising due to margin calls or market fluctuations.

The post Everything You Need to Know About Samco’s Margin Trading Facility (MTF) first appeared on Support | Samco.

At Samco, the process is simple and flexible. You can place MTF orders through three different platforms: Samco App, Samco Web, and Nest Trader. Let’s look at how each works

Placing an Order on the Samco App & Web

1. Log in to the Samco App with your credentials.
2. Search for the desired stock from the watchlist or search bar.
3. Select Buy and choose MTF as the product type & enter order details such as Quantity & Price.

4. Review margin requirements displayed on the order screen.
5. Confirm and place the order.
6. Upon execution, the purchased stocks will be auto-pledged under MTF.

Placing an Order on Nest Trader

1. Open the Nest Trader terminal and log in using your Samco credentials.
2. Add the desired stock to your market watch.
3. Click on F1 or Right-click on the stock and select Buy Order Entry.
4. Choose NRML as the product type from the drop-down menu.

5. Input required details such as Quantity, Price, and Disclosed Quantity (if any).
6. Confirm and place the order.
7. Upon execution, the purchased stocks will be auto-pledged under MTF.

The post How to Place an Order Using MTF? first appeared on Support | Samco.