As the financial year draws to a close, many investors will be reviewing their portfolio for realized / unrealized profit & loss and planning for the future. In addition to reviewing and adjusting the portfolio, an investor can also adopt a tax saving strategy called “Tax Loss Harvesting” to help reduce Capital Gain Tax. What […]
Category: Back Office
Can I sell shares without submitting DDPI form?
Demat Debit and Pledge Instruction (DDPI) is a legal document which is required as per regulations for smooth operation of demat accounts such as debit of shares when stock is sold and participated in tender offer (buyback/takeover/delist), pledging/re-pledging, debiting Mutual Fund from demat account etc. Until we’ve received your DDPI, the stocks/bonds in your demat […]
Which reports are required for income tax filing?
Below are the list of stock market reports that are required for filing income tax returns. Please click on the below report to login to BOX back office to generate the report. This redirects you to the respective report directly. Ledger Demat Holdings Tax P&L Trade Details Kindly note, we also send you a consolidated […]
How to place Payout Request from Back-office?
To place Payout Request from Back-office, please login on BOX.
How to login to Back-office?
Click here to login to BOX back office. Please refer welcome email in which you must have received ID and password. Alternatively, you may call our customer support at 022-61208000 or drop an email at [email protected], asking for the ID and password.
Do you have a user’s guide for the Back Office software?
We will soon provide you back office BOX video tutorial. For now, you may refer our Back Office Blog for the detailed information.
