Margin Trading
Access all the details about your MTF in a single click.
Margin Trading Funding (MTF) is a facility that allows you to capitalize on investment opportunities that may otherwise not be possible due to a shortage of funds. By paying for a part of your order value in the form of a margin, the remaining amount will be funded by Geojit. This margin can be brought as cash and/or pledged securities, and interest charges are levied on the broker-funded amount.
This Section Contains :
How do I view my MTF Summary ?
Go to the 'Products' page.
Tap on 'Margin Trading'.
Under Margin Trading, click on MTF Summary.
Here you can see MTF Ledger Balance, MTF Unaccounted Balance, MTF Unaccounted Interest, and the total of these values. Also, you can see MTF holding value, cash withdrawal, margin%, margin shortage, and MTF interest percentage.
Unaccounted MTF interest represents daily interest for the month that hasn't been debited to your normal ledger. At month-end, the accumulated unaccounted MTF interest is debited to your normal ledger account.
How do I view my MTF holdings ?
Go to the 'Products' page.
Tap on 'Margin Trading.'
Under Margin Trading, click on 'Holdings.'
Your total P&L will be displayed at the top.
Each MTF holding will be listed out, containing details like scrip name, quantity, purchase rate, purchase value, and P&L.
Click on each scrip to know about the market value, scrip margin, and margin amount of that particular security.
How do I place a fund transfer request ?
Go to the 'Products' page.
Tap on 'Margin Trading'.
Under Margin Trading, click on 'Fund Transfer Request,' and you will be navigated to another page.
Here, you will see the Request tab under Fund Transfer Request.
Tap on it and enter the desired amount.
Enter the desired option: MTF to cash, NSE to MTF, or BSE to MTF.
Click on Submit.
A pop-up message stating request 'Saved Successfully' will be displayed
How do I know my Funds Transfer Status / History ?
Go to the 'Products' page.
Tap on 'Margin Trading'.
Under Margin Trading, click on 'Fund Transfer Request'.
Here, you will see Fund Transfer Status, under Fund transfer Request section.
Click on it and your fund transfer request history will be displayed with details like requested amount, transfer amount, and transaction status.
How do I view the Share Transfer Request ?
To transfer your MTF shares back to Cash and vice versa:
Go to the 'Products' page.
Tap on 'Margin Trading'.
Under Margin Trading, click on 'Share Transfer Request' and you will be navigated to another page.
Choose Status: Holding/Pending/Approved/Rejected.
Tap on 'Submit'.
Select any number of scrips and enter the number of quantities you wish to transfer.
Click on 'Submit Request'.
How do I view MTF collateral details ?
Collateral margin is the margin you receive for trading/investing by pledging holdings (held in your demat account).
Go to the 'Products' page.
Tap on 'Margin Trading'.
Under Margin Trading, click on 'Collateral'.
How do I access the MTF interest certificate ?
Go to the 'Products' page.
Tap on 'Margin Trading'.
Under Margin Trading, click on 'MTF Interest Certificate'.
Choose the 'Financial Year' from the drop-down menu.
Tap on 'Submit'.
Your interest statement for that financial year will be displayed chronologically.
Click on the 'Download' button given at the top-right corner of this page to download this report.
How to view MTF Account Statement ?
Go to the 'Products' page.
Tap on 'Margin Trading'.
Under Margin Trading, click on 'MTF Account Statement'.
You can either set a custom date by clicking on the calendar icon given towards the right-side or choose from the preset date range.
Click on 'Submit'.
Your MTF account statement for the preferred time period will be displayed.
Here you can see both unaccounted interest and current ledger balance displayed at the top.
Click on the 'Download' button given at the top-right corner of this page to download this report.
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