Funds
Last updated
Last updated
Know everything related to funds here.
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The Fund Transfer Status report displays the status of your payout requests, such as approved, rejected, or pending transactions.
Go to 'My Accounts'.
Select 'Funds'.
Click on the subcategory 'Funds'.
Both your Ledger Balance and Ledger Balance without collateral will be displayed on the top itself.
Find 'Fund Transfer Request Status'.
Click on 'View Status'.
Select bank name, status, and date.
Click on 'Submit'.
Your result will be displayed.
The Fund Transfer Report displays details of funds you paid to Geojit or funds paid out to you by Geojit.
Go to 'My Accounts'.
Select 'Funds'.
Click on the subcategory 'Funds'.
Both your Ledger Balance and Ledger Balance without collateral will be displayed on the top itself.
Find 'Fund Transfer Report'.
Click on 'View Report'.
Select the date range.
Your entire Pay in/Pay out transaction list will be displayed chronologically, with the earliest transaction situated at the top.
In the mobile app, you can apply a filter to this list by clicking on the filter icon situated at the top right corner.
Select the type of transaction you wish to view: All/Pay In/Pay Out.
Respective transaction lists will appear.
To add funds to your ledger balance,
Go to 'My Accounts'.
Select 'Funds'.
Click on the subcategory 'Funds'.
Both your Ledger Balance and Ledger Balance without collateral will be displayed on the top itself.
Find 'Add Funds' button and click on it.
To withdraw funds,
Go to 'My Accounts.'
Select 'Funds'.
Click on the subcategory 'Funds'.
Both your Ledger Balance and Ledger Balance without collateral will be displayed on the top itself.
Find 'Withdraw' button and click on it.
Only clients with PoA/DDPI-authorized accounts will be able to place a margin pledge request online through MyGeojit or by calling a branch/customer care.
Non-PoA/DDPI clients will have to do so by submitting a pledge/unpledge form at our branch.
Go to 'My Accounts'.
Select 'Funds'.
Click on the subcategory 'Pledge'.
Your pledge-eligible scrips will be listed out as Cash Equivalent and Non-Cash Collateral. The total expected margin will be displayed at the bottom of this page.
Select the preferred Scrip you wish to pledge.
Enter the quantity.
Click on 'Pledge'.
Your request will be submitted.
You will receive a text message from NSDL containing a link. Click on it.
To authenticate, enter your PAN and CAPTCHA.
Click on Submit.
To unpledge your shares,
Go to 'My Accounts.'
Select 'Funds.'
Click on the subcategory 'Pledge.'
You will by default land on the 'Pledge Shares' page.
Right next to it, spot the 'Unpledge Shares' page.
Click on it and the list of Unpledge Eligible Scrips will be listed out.
Select the preferred Scrip you wish to upledge.
Enter the quantity.
Click on 'Unpledge.'
A pop-up message will appear stating, "Unpledged request will be processed on every business day at 6pm. Your Buying Power will be reduced on your unpledged Instruction."
Click on Continue.
Another pop-up message will appear on your screen stating, "Your request to Unpledge has been accepted. The request will be processed at the end of the day after verifying your Margin requirements. The request may be accepted or rejected based on your Margin requirement for the day. You can check the status of the request in the Pledge History tab."
Right next to the 'Unpledge shares' tab you can find 'History.'
Go to 'My Accounts.'
Select 'Funds.'
Click on 'DP AMC.'
Select DP Id and the AMC due will be displayed below the screen.
Go to 'My Account.'
Click on 'Funds.'
Select 'Mandate.'
If you have any active mandates, those details will be displayed on this page.
There's also an option to create a new mandate at the top of the page.
Register a NACH mandate to enable smooth and uninterrupted payments for your Smartfolios SIPs. If you have multiple banks linked to your trading account, please select the bank you wish to use for NACH registration. We recommend registering a single NACH mandate with a higher amount and longer tenure to support future SIPs seamlessly. Only the amount for your active Smartfolios SIPs will be debited.
The registration process typically takes 4-5 working days. If you have ongoing SIPs, ensure sufficient funds are available in the selected bank account to ensure smooth transactions.
Go to My Account
Select Fund > Mandate > Register
Select your Bank Name
Select the Maximum Amount. Only the required amount will be debited.
Select the Start & End Date > Next
You will be sent a link to your registered email ID. You can choose to complete the registration process using the link, or by clicking Proceed.
Choose your payment option- Net banking/Debit Card.
Accept the Terms & Conditions > Proceed
You will be redirected to your bank's mandate registration portal. Accept the request and complete the necessary steps.
Select Funds > Mandate
Click on the Pause/Cancel button next to the desired mandate. ​​
A confirmation pop-up window will appear. Click on Confirm.
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