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Karvy Stock Broking Limited Mobile App User Manual

1. About User can view version details by selecting this option Log off User can log off from mobile app by selecting log off option under menu in Home page The following Confirmation Message will appear LOGOUT SUCCESSFULI DE End of Document www karvyonline com
2. The user needs to type in the login and transaction old password the new password and confirm the new password in the respective fields provided On cicking on the Change Button the password gets reset and the following confirmation message will be displayed Password changed successfully Password will expire in 14 daysTask Successfully Completed OK www karvyonline com KARYV YII STOCK BROKING Password Expiry Warning The following Password Expiry Warning Message will be displayed three days before the password is about to expire Welcome ta NEST Your last login at 27 10 2014 16 16 08 and Your password expires in 3 days OK Password Policy Following is the password policy followed in the KARVY Mobile Application For encryption of passwords we use 128bit encryption key with a proprietary logic also have an option of storing it with 128bit encryption key and AES Encryption method The system requests an ID amp password for logging in The password is encrypted before transmission The password is stored in an encrypted format in the database Change of password is mandatory for the first time user Change password cannot be the same as of the last 3 passwords A A A A A A User can not login after THREE consecutive wrong passwords amp the user can login only after the password is reset by the administrator The password should be of minimum 6 characters amp maximum 12 character
3. Fill Leg Trade Dale Time 12 06 2015 15 25 4E Exchange Time stamp Trade History The user can view the history of a particular trade by selecting that trade and clicking on Trade History The following window displaying the history of the order along with price quantity and so on will appear Treche Hintery Market Vs ntch Drier Dok Trede Dooh Pvc pho og i31 11 S000 moos Se Cir T iy ig VE www karvyonline com KARV Y STOCK BROKING Position Convertion User can also convert his position by selecting Position Convertion option in Trade book when user select this option the following window will appear where user can change the product type like NRML Transaction type buy or sell and then click on Submit When the user clicks on Submit The following Confirmation Message will appear Market Watch Order Book Trade Book Position Conversion Successful OK The user can view his positions by clicking on the Position Book button in the Home window The following window will appear from where the user can view day wise as well as net wise positions by selecting the appropriate option www karvyonline com Square Of gt ELI dE gt Trading Symbol PFC EQ Net Qty Met Amt 20960 Product Type DELIVERY Mtoi 0010 BEP 209 60 LTP 259 70 KARVY To view positions details the user must select the required pos
4. The following Security Alert window will appear The user must select the desired Exchange enter the series and click on Lookup He must select the desired symbol and select the alert based on option from the drop down Last Traded Price Traded volume for the day and so on select the option for greater than or equal to or less than or equal to and so on and enter the value for the alert and click on submit Security Alert Markel Watch Order book Trade Book Position Book Search Company Manne SELECT Alert Based on SELECT Creates OF Equal a eee eT d sert Action IT to value TOO Cancel X Submit On clicking submit The following Confirmation Message will appear Alert Alert ID is 1 11900001 www karvyonline com K AIV Y Alert history will display the alert which user has set with regard to any scrip Alert history can be invoked by selecting Alert History option under Menu in Home Page Alert History Market Watch Order Book Trade Book Position Book C Refresh Trading Symbol Field Comparator Value Emah SMS Modify Alert ACC EQ Security Last trade Price 00_00 EMAIL Cancel Alert Modify Alert User can modify alert by selecting Modify Alert option in Alert History window where user can change mode of receiving alert limit Value and Submit Modify Alert Market Watch Order Book Trade Book Postion Book FALILILZLIERLIEN EI BEP IN TL Lf ATM Number 111900003 Exchan
5. On clicking on Submit A new window will appear showing the order details along with the APP Order Number Once user click OK order status can be viewed in Order book Execute Order Market Watch Order Book Postion Book Order Status Buy Order received by the system with Nest Order number 1411190000001 32 Order is sent for risk validatiomi xchange OK www karvyonline com K AIV Y q Buv Sell in NSEFO To place order in NSEFO the user must select the exchange NSEFO from the drop down and select desired scrip and select Buy or Sell Market Watch Order Rock Trade Book Position Book CNXITI4DECFUT NFO 11939 95 Add Scripts Once user select Buy or Sell option following window will appear and exchange and symbol will get loaded by default and user need to select Retention DAY IOC or COL Product type MIS NRML and the action Buy or Sell from the drop down provided enter the quantity in lot size to be bought sold select the desired price type Limit Market and so on enter the price if it s a limit order enter the trigger price in case of stop loss orders Disclosed Qty if any and click on Submit www karvyonline com KAIRV Y STOCK BROKING Place Order Cr irik Pi Order Bonk Trade Honk Paiman Hink Exchange NFO Symbo MNHIFTY1ANHOVFLT Retention Preduet Buy Sell E OnderType LIMIT MARKET Price DiscOty Mkt Protection Cancel X Submit O
6. user must enter the Name for the Market Watch that he wants to create Create Markel Watch der Book Puariumm Beak MarketWatch Marne na e rate Cina www karvyonline com K AIV Y Add Scripts Market Watch Order Book Posstian Book Citra vee Currseicy DCainireulsies Exchange Scrip added to Market Watch mte iid Stock Teach ACC LIMITED Acr Ed ACCEL FRONTLINE LTO AFY1 EQ User must select the desired instruments Exchange Series Enter the Symbol eg ACC and click on Add button A pop up message will appear to confirm that scrip have been added in the market watch group NSE SetasDefault Select any market watch from Market Watch option and selected market watch will be set as default Market Watch Trade Book Position Rack CNA TADECEUT NFO 11939 95 Add Senpis YF 013 Burg Sell www karvyonline com KARYV YII STOCK BROKING gt Delete Market Watch The user can delete an existing Market Watch Group by pressing and holding the required market watch to be deleted Confirm Are you sure you Want to delete this Market Watch OK Cancel When the user clicks on the Market Watch button in the Home Page the following window appears Market Watch Order Bank Position Bock 2639 35 Add Scripta www karvyonline com K AIV Y In the above Market Watch window the user must click on the Buy Sell option under specific scrip fr
7. KARV YII Karvy Stock Broking Limited Mobile App User Manual KARV YII 1 Introduction KARVY Mobile Application gives the Investor Clients of the Brokerage House the convenience of secure and real time access to quotes and trading The services are specifically designed to meet the ever changing needs of the Stock market and investors KARVY Mobile Application has two levels of password for the investor One password called the Login Password to allow the investor to login into the website and another password called the Transaction Password to place orders Both the passwords are stored securely and totally encrypted The Investor would be able to Place Orders Modify Cancel Orders View Order Book View Trade Book View Position Book View Holdings View Limits View Quotes View Market Picture MBP A A A A A A A A A www karvyonline com KARVY 3 1 Logging in to KARVY Mobile Application The login screen is visible when the user starts the mobile application The Valid User name must be entered and the user should click on the Sign In button Laer Mame Sign In Yeso 1 6 0 For more information on mobile trading please visit us at IUD ereisi omrmesgms smi uml mh Le aaa al irrk LEE VV CO ees FLEPDIEI AIT On clicking Sign In Button The following login window will appear where user has to enter Login ID amp Password and confirm the Image Authentication During registra
8. der A market order is an order to buy or sell a stock at the current market price The advantage of a market order is you are almost always guaranteed your order will be executed 3 Stop Loss Limit Order A stop loss limit order is an order to buy a security at no more or sell at no less than a specified limit price This gives the trader some control over the price at which the trade is executed but may prevent the order from being executed A stop loss buy limit order can only be executed by the exchange at the limit price or lower A stop loss sell limit order can only be executed at the li mit price or higher E g If you have short sold NTPC Rs 145 in expectation that the price will fall in case of price increase you can limit the loss by placing a Stop Loss Buy order In the Buy Screen we can put the trigger price Rs 150 and Limit Price Rs 155 As soon as NTPC s last traded price rises above Rs 150 a limit order for NTPC Rs 155 will get activated 4 Stop Loss Market Order A stop loss market order is an order to buy or sell a security at the current market price prevailing at the time the stop order is triggered This type of stop loss order gives the trader no control over the price at which the trade will be executed A sell stop market order is an order to sell at the best available price after the price goes below the stop price A sell stop price is always below the current market price A buy stop market order is ty
9. ent status as well as details of each and every step of the status such as Order number symbol order type buy or sell quantity etc Order History K nxrkerWdoarcbh IPhaseitiers Fro Order History for Order TAT TTG T E Pl iri Trading symbol STETIT A Price Type Statues RELIANCE EC 5 050 00 LIRAIT cormmqiete RELIANMACE EQ n 920 00 MIT IN open RELIAPRCE EC 5 50 00 LIBI T open pending HELIANULD EL a LI Feil put order req receiver www karvyonline com KARV YII Trade Book The user can view the entire list of all traded orders and their details by clicking on Trade Book in the Home window The user can see exchange wise trade details in Trade Book Window Trade Book Order Book Trade Book Postion Book a Exchange Tradeld Symbol Filled Trade Product qty Price type Details PFC EQ 1 259 60 DELIVERY Order Details The user can view the details of a particular trade by selecting that trade and clicking on Details The details of that traded order will be displayed along with Exchange Order Number Traded Quantity Price and so on www karvyonline com KAIRV Y STOCK BROKING Account be HEHEH Nes Order No 15061720001 26036 Exchange Onder no 201 5061255082926 Trade ID 2127093 Trading Syrii PFC EQ s mbal 14299 Transaction Type SELL Exchange NSE Product Code DELIVERY Total Qty 1 Traded Oty Average Price 259 00 Cust Firm C Order Typa MARKET Request Id 2
10. ers are released to the exchange Trading Limits Position limits Exposure taken by client based on risk assessment credit quality and available margins of the client Quantity Limits Price Range Checks Order Value and Credit Checks Various categories can be set According to the category RMS validates the order Accordingly it sends accept reject message Risk Management System can be configured to have following checks before the orders are released to the exchange The checks which are defined by exchange with respect to Algorithms are in place in the system Below mention rules can be configured in the system to control the risk parameter which is defined by exchange 1 Price Check 1 Check Price These rules will create a price Range Based on range on the basis of Last Traded LTP Priced as per the percentage set 2 Check Circuit in the category window Limit 2 Quantity Check a Order Quantity This rules will restrict per order including Square the number of quantity to be www karvyonline com KARV YII Order Value Check Trade Price Protection Check Market Price Protection Cumulative Open Order Value check Automated Execution Check off Order b Board Lot Quantity including Square off Order Order Value including Square off Order Check Circuit Limit including square off order Check Price Range Based on LTP Pending order value Turnover Order Level and Turnover Order Level L
11. ge MSE SYT AJ amp BS we My Mail ginesh shenoyiamtihomsonreuters com Send On My Cell Pihan SMS Larnid TII ET ER Ei c Value 1540 00 On clicking submit The following Confirmation Message will appear www karvyonline com K AIV Y Alert Alert ID is 111900003 To cancel an alert from the list the user must select Cancel Alert option A pop up message will appear as follows to confirm the cancellation of the alert Alert Alert with Alert IBD 111900003 has been cancelled This window shows the top10 gainer losers in the exchange segment based on the following category a Traded Value b Traded Volume c Open Interest Volume d Change_Prev_Close e Open Interest Value www karvyonline com KARV YII TRADE UCLUNT CPER IHTHEAT enim SHAH PI Pe cee DRG _I ATA wRLUE The following basket window shows the Top Gainers among scrips based on Trade Value in NSE Open Market and user can select different options in drop down based on his preference Pee 3 ee fl HRE OPA MATITT Wwww karvyonline com K AIV Y The user can use the Index Details option by clicking on Index Details under menu in Home Page to view all the indices and their values Index Details Market Watch Order Book IC d Pasion Hook Exchange Exchange Index Name Value HSE ALTE 1 7420 01 SIYE BSE BANKEX The user can use the My profile option by clicking on My Profile u
12. ikan Hank Exchange NSE Company Name ACC LIMITED Symbal Tradeng Symbol ACC EQ Buy Sell SELL Nest Order No 14111 S000000062 Exch Order No 701411197 008S76270 OrderType LIMIT www karvyonline com KAIRV Y He Lenin Pending Oty Disc Quaritity Price As TSD OO Submit Cancel X The quantity and or price of the order can be modified by the user by entering the new details Once the user modify order and input transaction password and clicks on Submit the following Order Status window appears and Once the user clicks on OK the modified order can be seen in Order Book Execute Order Market Watch Trade Book Position Book Order Status Buy Order received by the system with Nest Order number 1411190000001 56 Order is sent for risk validation Exchange OK Order Cancellation To cancel an order the user must select the required open order that needs to be cancelled from the order book and select cancel order The following Confirmation Message will appear from where the user is required to confirm the order cancellation www karvyonline com KARV YII Confirm re you sure you want to cancel selected order When the user clicks on OK the order will get cancelled and this status can be checked in the Order Book Order History The user must select Order History to view the history of that order that is the user will be able to view the curr
13. imit Order Throttle placed in market which is defined the category window The user can define the number of quantity in Weights and in lots for Futures This rule will restrict per order the order value which can be placed in the market which is defined in category window This rule does not allow to place the order which has been placed above the Higher Circuit Limit or Lower circuit limit which id defined for contract scrip by exchange This rule will create a price range on the basis of Last Traded Priced as per the percentage set in the category window This rule will restrict the Open Order with the Value setin the category This rule will calculate the value of all executed Unexecuted and un confirm orders and if breach the value set in category then further order will get rejected If there number of order per seconds breaches the value which is set in Throttle then further order gets rejected by the system User can set the risk parameter based on Exposure and Margin based on which the margin used will be calculated on the basis of position taken If the Margin used is equal to Cash margin then further order will be rejected by the system RBI Violation checks Restricted Basket User need to create a Restricted Automatic stoppage in event of Algo execution leading to a loop or a runaway situation Net Position Vs available margin Gross Exposure Gross Exposure Derivative Var Margin Order Level S
14. ition for which he wants position details and select details The Position Detail screen displays Exchange Symbol Net Qty Net Amt Product type MtoM BEP LTP for every position It also displays the day amp net wise positions TIL TIME Exchange o NSE Details Square Off www karvyonline com Position Book Grider Honk Trade Hook Trading Symbol Met Oty Net Amt Product Type SMINDIA EQ 6 NARL CRONS EQ MtoM im BEP 6599 90 LTP 6239 85 KAIRV Y STOCK BROKING Position Book Details Market Watch Order Book Trade Book Position Book Exchange Trading Symbol Product Code NAL Mt oM QU OL 1 500 00 LTP 1500 00 Met Qty 10 Met Amount 1 5000 00 Buy Avg Price 1500 00 Sell Avg Price 00 00 Buy Oty Sell Cty Square off is an option provided to the user to liquidate his existing position when user select Square Off option in position book The following Confirmation Message will appear from where the user is required to confirm the square off Alert Squaring Off selected position When the user clicks on OK position will get squared off and following Confirmation Message will appear in position book window www karvyonline com KARV Y STOCK BROKING Alert Squared off successfully ZZ This option allow the user to view his total holdings across securities Risk Management System can be configured to have following checks before the ord
15. n clicking submit the following Order Confirmation window will appear showing the details entered in the Buy Sell window www karvyonline com KARYV Y ll STOCK BROKING hiim Order Confirmation hiako Awi Orzhr Hock D rade ok Pau Desc Exchange NSE Symbnl WIPRD EQ Buy Sell BLIY Order Type MARKET Product Cade DELIVERY Quianitity Disc Quantity 0 Price As 0 Trigger Price Rs Market Protectian amp V alsd Till DAY AC NO The user must click on Submit after reviewing the details Once the Submit button is clicked on the order gets placed The following window appears displaying the order details along with the APP Order Number Execute Order Market Wabch Order beak Trade Boek Er PUTEM Bmak Order Status Buy Order received by the system with Nest Order number 141119000000156 Order is sent for risk validation Exchange OK From this window the user can view the order details and order status by clicking on Order Book www karvyonline com KARYV YII STOCK BROKING Order Types 1 Limit Order A limit order is an order to buy or sell a security at a specific price A buy limit order can only be executed at the limit price or lower and a sell limit order can only be executed at the limit price or higher E g If the current market price of Idea Cellular is Rs 75 amp you wish to Buy at Rs 70 or Sell at Rs 80 you have to place a Limit Order 2 Market Or
16. nder menu in Home Page to view user details modify 2FA questions and change password Home Market Watch Market Watch Order Book m Drder Book Trade Book Puaeticn Book Position Book Holdings Limits Set Alert Alert History Toph Index Details User Details Modify Questions Change Password i LEP www karvyonline com K AIV Y This option will show the entire details for the user like Account Details Personal details Contact Details and Bank Details and so on User profile can be invoked by selecting User Profile under menu in Home Page 7 i E paT TEN M CEEL ler irun I e E Blas ty Ran Fara Vat Er a Cga Fai TELLE Dr User Lege TS ELT i T b aun L 1 1 amp 1 A I 1 14 2 d A i n il nh EE L uu t LT i This option allow the user to modify 2FA Questions amp Answers This can be invoked by selecting Modify Questions under Menu in Home Page Modify Questions Marke Watch Onder Book Trade Book Posten Book Login id a a PUA Kindly answer any 5 questions whieh will be used Tor User Authentication in Which bank did you first open your account e g HDFC SBI etc How many Toora doas your buiding have e g Five Eleven ete Which te the Grand of Prdge that you own e g LG Wharlppol etc www karvyonline com KARV YII Change Password User can change his password by clicking on Change Password under My profile option
17. om where he will be able to place orders he must click on Order Book option Trade Book option Positions option to view his order book trade book and existing positions respectively Buv Sell in NSE The user has to click on the Buy Sell option to place orders and the following window appears Place Order Market Watch Exchange S rnbol HELIANCE EQ Retention Product Buy Sell OrderType LIMIT MARKET SLL SL M Cancel X Submit The user will be able to see exchange and symbol loaded by default and user need to select Retention DAY or IOC Product type CNC MIS NRML and the action Buy or Sell from the drop down provided enter the quantity to be bought sold select the desired price type Limit Market and so on enter the price if it s a limit order enter the trigger price in case of stop loss orders Disclosed Qty if any and click on www karvyonline com K AIV Y Submit On clicking submit The following Order Confirmation window will appear showing the details entered in the Buy Sell window Order Canfirmation Market Watch Order Book Trade Book Position Book Exchange MSE Symbbal RELIANCE EG Buy Sell BUY Order Type Product Code Quantity Disc Quantity Price Rs Trigger Price Rs Market Protection Valed Tull Cancel Submit After reviewing the order details the user needs to scroll down in the Order confirmation page and click on Submit
18. pan Margin Order Level www karvyonline com for FII or RMS Blocking Restricted stocks MWPL violation check RMS Ban Symbol or RMS Blocking Position Limit Checks Scrip Group Scrip Margin Trading Limit Checks Turnover Order Level Limit Gross Exposure Limit Exposure Limit check Gross Exposure at individual client and Gross level and at overall Exposure Limit level KAIRV Y STOCK BROKING basket for the scrip and assign to the category of the user client Also RMS blocking can be used The scrip for which market wide position limit is breach then scrip can be blocked or it needs to be in Ban User can define the quantity scrip wise in which the position can be taken in scrip group and then it needs to be assign to category at client level User can define the Turnover or Exposure for a specific Client User or Branch User can define the Exposure at Branch Level as well as Broker Level The user can set alerts for an index scrips or personal trade data by clicking on Set Alerts in the Menu under Home Page The following Set Alert window will appear If the user wishes to receive a text message for the alert he must enter the mobile phone number and if he wishes to receive an e mail alert he must enter the e mail id for alert pide Dek free Tisacaarity Troie Elmtm Porecenal Treads Oa Fiy T ITI www karvyonline com KARV Y STOCK BROKING On clicking submit
19. pically used to limit a loss or to protect an existing profit on a short sale A buy stop price is always above the current market price Wwww karvyonline com KARV Y STOCK BROKING The user can view details of all the orders placed by him by clicking on Order Book in the Home Page window From the Order Book The user can view order details modify order cancel open orders and view order history as shown in below window C Refresh C jg taal gt l e Oecd gt Lancei Dro gt SE Order Histo gt T Iriri TrFC EQ Order Details The user can select a particular order for which he requires the order details Order Details Market Watch Order Back Position Bock Exchange NSE Trading Symbol RELIAMCE EQ NEST ORDER NO 1411190000001 37 Exchange Order no 2014111410000004 ACTION OrderType DiscOty Cancelled Oty Price 33U U0 ime Q0 0 LETT DAY ScripName RELIANCE INDUSTRIES LTD www karvyonline com K AIV Y SymbalMame RELIANCE Status complete FilledShares 5 PraductCaode Hilt AvgPrnce 950 00 Total Oty 5 Pending Qty 0 Exchange Time Stamp 19 Nov 2014 1207 57 Hejecti n Reason Order Validity Date Market Protection 9 Order Modification To modify an order the user must select the Modify Order option from the order book The following window appears to enter the new parameters for order modification Modify Order kasket Watch Cider hack Trade ack Pet
20. s in length It must be Alpha numeric The password will be checked against the log in ID The login ID amp password cannot be the same Wwww karvyonline com KARYV YII STOCK BROKING Space is not a valid character in the password Password expires automatically after 14 trading days forcing the user to choose a new password Password can be changed by the users at any time as per will 2 2 Home Page After the user has successfully logged in the following home page window gets displayed where the user has the option to get quotes place orders create market watch groups create an index watch view order book Tradebook Possition book holdings Limits Set Alerts Alert history TopN Index details Modify 2FA questions user details and so on blebs Virose uds Biss Tiri Bean BLILSISFEIN EL mut Alberi Aeri Heinr AGE Boe ey 1 Bs Gos 16 6 80 Quotes The Quotes feature enables the user to retrieve real time quotes on securities It displays information such as Last Traded Price Best Buy Rate and Quantity Best Sell Rate and Quantity Price Range and so on for the selected security User has to www karvyonline com KARV YII tap on particular scrip to retrieve below highlighted options Get quote MBP Contract Info Delete Scrip in market watch window Market Watch Trade Book Get Quote RELIANCE EQ TCS EQ NSE NSE ae 994 95 2639 35 Delete Scrip B
21. tions client would need to select from the list of images for verification of sites server for future logins and same will confirmed during every login by user as shown in below window L pnr bn PFPRASHT OTPLAT E Please canfirm your Seowre Access Image Lag Cancel W www karvyonline com KAIRV Y STOCK BROKING SEBI has mandated 2FA authentication for login SEBI circular no CIR MRD DP 8 2011 Question based authentication OTP one time password would be implemented in APP asa second factor of authentication 2FA by the system Broker can opt for any one of the option As an Authentication of the server by the user images would be displayed as above AFA Aurhenbcatian Login Id PRASHIT OTPLIAT Which company was is your first lite insurance service provider eg LIC Bajaj Allianz etc What ia the your vehicle registration number e g 478 786 etc Continue When the user logs in for the first time or if the password has expired the following message prompt will be displayed Password Expired Or User Logging in First Time Please Change The Password Continue OK www karvyonline com KAIRV Y STOCK BROKING When the user clicks on the OK button the window for resetting the login password is displayed as follows CHANGE PASSWORD User Mame PRASH1 OTPLIAT Old Password New Password Confirm Password Old Transaction Password Mew Transaction Password Conlin Transaction Password
22. urg Sell A 0 64 Buy fl 60 ll Ei BEE A Gow Sell Get quote Market Wadels wer hook Trate Beak HT InB Symbol sepen ro Expiry Date NA Buy 10 m As Fa 7 DU Sell 1 an Ra 1455 00 LTPrice Hs Total buy Oty Total sell Qty LastTraded ty LasilTradedTime POT 12014 1 uit Wwww karvyonline com 08 KARV Y STOCK BROKING The MBP feature enables the user to retrieve Best 5 Buy amp Best 5 Sell information on a securities Marka Watch Dither Elec Trade Book Piara Bock BEST BUY Prece RAs itr 401 5 401 fi BEST 5 SELL Price Ri Orders 1 455 1 500 The Contract Info feature enables the user to retrieve detailed information such as symbol series exchange issue start date Issue capital listng date and so on for a securities Contract info Markel Walch Trade Acak Symbol Seres Board Lot Oty Instrument Type Exchange HSE tesute Start Date 74 Geci 1994 Issue Maturity Date NA Issue Rate Issued Capita 18 8191575 Listing Date I Jan 1980 Permitted To Trade 0 www karvyonline com KAIRV Y STOCK BROKING This option can be used to delete scrip from market watch gt Create Market Watch The user can create a Market Watch of scrips for which he wants to view latest market feeds by clicking on the Add New button from the Market Watch window Market Watch Poumon Agak Ald few ez NSE 2639 35 Add Seripts The

Karvy Stock Broking Limited Mobile App User Manual

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