What is shown in my Portfolio on FLIP/ TraderX?


The following holdings are shown in your FLIP/  TraderX Portfolio:
  • Shares, bonds, ETFs & mutual funds that are held as free balance.
  • Certain securities are restricted to being traded only on certain days. Your Portfolio will show holdings of securities that are listed/traded on the given day. This includes listed shares, NCDs, bonds, REs, partly paid shares, mutual fund units, etc.
  • Securities pledged for margins.
  • Blocked securities : 

                                      1. Securities purchased in Smartfolios.

                                      2. Holdings on clients with NON POA/NON DDPI.

                                      3. Shares marked for CUSPA selling.

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