BOX - Client Back-Office

BOX is TradeSmart’s super-efficient client back-office. The core objective of BOX is to offer clients a delightful experience and make accounting and logging of trading activities simple and hassle-free.

BOX knows everything about your trades and can extract the minutest of details that you may need. The best part of BOX is its ability to present information in easy-to-read and simplified reports (rather than confusing charts).

BOX is your digital financial and trading assistant who will always keep you on top of your game!

BOX
Open Demat Account

App Features

Comprehensive reports

BOX generates reports which will you give all the necessary trading related details.
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Tax loss harvesting

Through the tax-loss harvesting report available in BOX one can harvest a loss to offset a capital gains tax liability. Here you sell your securities at loss to reduce tax liability on capital gains from investments.

Capital Gain Report

The capital gain report provides you complete information on the performance of your investment. It is a detailed report that gives you information related to every transaction in your trading account, gains/loss, short-term and long-term capital gains on stocks, and securities transaction tax (STT). The report helps you in filing taxes.

Referral Center

Bring family and friends onboard the TradeSmart platform, with BOX’s integrated referral center.
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Comprehensive reports Tax loss harvesting Capital Gain Report Referral wallet

App Features

BOX generates reports which will you give all the necessary trading related details.
Read More

Comprehensive reports

Through the tax-loss harvesting report available in BOX one can harvest a loss to offset a capital gains tax liability. Here you sell your securities at loss to reduce tax liability on capital gains from investments.

Tax loss harvesting

The capital gain report provides you complete information on the performance of your investment. It is a detailed report that gives you information related to every transaction in your trading account, gains/loss, short-term and long-term capital gains on stocks, and securities transaction tax (STT). The report helps you in filing taxes.

Capital Gain Report

Bring family and friends onboard the TradeSmart platform, with BOX’s integrated referral center.
Read More

Referral wallet

Discover even more features

BOX
Payout and fund transfers

BOX offers a super convenient fund transfer facility to your trading account through UPI. Also, you can place a payout ..

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BOX
Setting your T-pin

Set your TPIN used for call-n-trade facility, change A/c details online etc.

BOX
Dashboard

The dashboard gives you a sneak peek into your equity and commodity account, just as you log in. It shows relevant details such as free cash, blocked margin money, long option value, pledged value, etc

BOX
Account Modification

User Profile section available in BOX allows you to change your Mobile number, Email ID, Brokerage plan,

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BOX
Help & Support

Help section at the end of every page to solve all your doubts and queries.

Other products by TradeSmart

Common questions

BOX is accessible from the web as well as through mobile browser.

You can make changes in existing requests, till the time the payout request status is showing as “pending”.

BOX will allow you to place only one request for a particular market segment at a time. You will be able to place another request once the status of the first request gets updated to “Processing”

You can refer family and friends through the “Refer-a-friend” section. There is also a facility to invite your contacts from your Gmail account directly.

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