Can I do business transactions with a friend who is also my client?

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• Can I have personal financial transactions with a client who is also my friend?

  No, it is not allowed to engage in any financial transactions whether personal or professional with your clients. As an Authorized Person (AP), maintaining strict segregation between personal dealings and client relationships is mandatory under ...

• Where client can find my ledger/funds history?

  Guide client to Click on the Funds icon in the main bottom menu. Click on Funds dropdown button once client is in the Funds section. Click on View Ledger button located at the bottom of the Funds dropdown menu. Client will be able to find the ...

• What client can do if the segment in which client want to trade is not active?

  Client can activate the required segment by going to the 'Derivatives Activation’ section in the My Profile section. 1. Click on your 'Client Code' from hamburger menu 2. Click on "View/Edit Details" 3. Click on Segments which you want to opt, (by ...

• Can client add other incomes apart from trading while filing ITR through Quicko?

  Yes. Once client have uploaded all his trading statements, he can choose to add other income sources including salary, business income, houseproperty etc. You can also add tax deductions, tax credits etc.

• Where do client F&O trades appear?

  All F&O trades of client will appear in the positions tab of the Portfolio. This tab also shows that all intraday, delivery trades that client bought or sold & as well as client's closed positions.