Margin Trading is a credit line extended to you by the stock broker. If you are interested in buying shares of SBIN worth Rs 2,00,000 but do not have enough cash, Shriram Insight helps you to complete this transaction by bringing in the balance.

The finance is provided to you to the extent of the cash you hold or a percentage of the value of your equity portfolio.

The facility is available for both online and offline trading customers.

How does it work?

* To activate this facility, you simply have to get in touch with us.

* The margin finance facility is made available to you once you fill up a margin finance agreement with us.

In case of short allotment you will have to arrange for the shares to settle the short allotment, if any. It is advisable to trade in highly liquid Group A stocks to avoid auction penalty.

The shares that have been bought and subsequently sold under BTST would be first credited and then debited from your Demat Account as per normal pay in and pay out. A customer will not be required to do anything different from a normal transaction.

Margin release post selling stocks under BTST depends upon stocks’ multiple. Please check Margin Requirements page for details.

* You can then pick up the stock of your choice and we will step in to help you own the stock you have been looking to buy.




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Attention Investors

  1. Prevent Unauthorized Transactions in your account. Update your Mobile Numbers/Email IDs with your stock brokers. Receive information of your transactions directly from the Exchange on your Mobile/Email at the end of the day.
  2. Prevent Unauthorized Transactions in your demat account. Update your Mobile Number with your Depository Participant. Receive alerts on your Registered Mobile for all debit and other important transactions in your demat account directly from CDSL on the same day. (Issued in the interest of Investors)
  3. KYC is one-time exercise while dealing in securities markets - once KYC is done through a SEBI-registered intermediary (Broker, DP, Mutual Fund, etc.), you need not undergo the same process again when you approach another intermediary.
  4. Investors need not issue cheques while subscribing to IPO. Just write the bank account number and sign in the application form to authorize your bank to make payment in case of allotment. No worries regarding refund since the money remains in investor's account.
  5. Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020.
  6. Update your Mobile Number and Email id with your stock broker/depository participant and receive OTP directly from the depository on your Email id and/or Mobile Number to create pledge.
  7. Pay 20% upfront margin of the transaction value to trade in cash market segment.
  8. Investors may please refer to the Exchange's Frequently Asked Questions (FAQs) issued vide circular reference NSE/INSP/45191 dated July 31, 2020, and NSE/INSP/45534 dated August 31, 2020, and other guidelines issued from time to time in this regard.
  9. Check your Securities/MF/Bonds in the consolidated account statement issued by NSDL/CDSL every month.