reports · investmentz
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- Cash Scrip Summary
- Contract Note
- Cost Report
- Derivative Open Position
- Financial Ledger
- STT Certificate
- LPC Report
- Mandate
- E-Mandate
- Margin Report
- Portfolio Holding
- Probable Auto SquareOff
- Auto SquareOff
- New Profit Loss Report New
- Transaction Report New
- Mismatch Exception Report New
- Dividend Report New
- Tax Bundle New
- Trade Book
- Unpaid CDSL Report
- Sectorial Holding
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- Ageing Report
- BA Ledger
- Business Volume
- CDSL AMC Recovery
- CDMCRM
- Client Profile
- Client Status
- Collection Report
- Dispatch
- Document Archive
- Document Management System
- Grading Information Report
- GST On BA Brokerage
- Monthly & Quarterly Payout
- MTF Report
- Shares In Demat
- Shares On Hold
- Screener
- Sticky Report
- Suspended Clients Report
- Shortage Of Cash Report
all reports · compact 25%
Client Profile Report
Total Clients
0
Total Ledger Balance (₹)
₹ 0
Total Limit (₹)
₹ 0
CDSL Balance (₹)
₹ 0
| Sr.No. | Common Client Code | Client Name | Mobile No | Email ID | Address | Account Opening Date | PAN No | Aadhar No | DP Details | Total Points | Multiple | Cur Ledger Bal (₹) | Cur Limit (₹) | CDSL Balance (₹) | Grade | Account No | Bank Name | IFSC Code | FATCA | Mandate Given | UMRN | Gender | Min Contract Charges (₹) | Date of Birth | Category | Annual Income | Net Worth |
|---|
Disclaimer:
This report shows client profile details for the selected BA Code.
Please verify all details with your records. The company shall not be liable for any discrepancies or decisions taken based on this report.