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Who is Sumeet Bagadia and what kind of calls can investors receive from him?

**Technical Research** The Technical Research section provides analysis of price trends and is suitable for short-term investors. This analysis is done through technical analysis, which examines market trends and historical price and volume patterns to evaluate the future value of securities. The reports generated in this section have five types of research strategies explained below: 1. **Sumeet Bagadia Calls:** Receive expert calls from Sumeet Bagadia, Director at Choice Broking, based on fundamental and technical analysis for both short-term and long-term investment views. 2. **Choice Signal:** An automated research engine that offers real-time trading ideas with five strategies to cover all aspects of stocks for traders. It includes: - **Intraday Spurt Strategy:** Generates intraday research calls for traders based on pattern breakouts and volume criteria, with two target levels for potential returns. - **Dark Horse Strategy:** Provides positional research calls for traders based on price and volume breakout, aiming for a return of 5% to 10% within a week. - **Future Trade Simplifier Intraday:** Offers intraday trade calls in the Future segment by analyzing Open Interest situations and price movements. - **Future Trade Simplifier Positional:** Provides positional trade calls in the Future segment. - **ETET Strategy (Equity):** A strategy for traders to buy stocks today and sell them tomorrow, analyzing intraday breakouts with above-average volume. Clients can access this section via the bottom tab labeled "Research" for detailed technical analysis and research strategies to support their investment decisions.

In the Market Overview section, you can access detailed information about various market categories. These categories include: - Top gainers - Top losers - Activities based on value - Activities based on volume - Top gainers by OI% (Open Interest %) - Top losers by OI% - OI spurts (significant increase in Open Interest) You can also apply filters based on different exchanges like NSE and BSE, as well as segments including equity, derivative, commodity, currency, Indian indices, and global indices. This section provides a comprehensive view of trading and investing activities across major global indices, allowing you to gain insights into the world economy and make informed decisions.

What is the process for a client to start trading after completing onboarding on the stock broking platform?

Once you have completed your onboarding, you will receive a Unique Client ID (trading code). The time it takes for you to start trading will depend on whether you are KYC verified or not. If you are KYC verified: - If your account status is "Yes," you will need to verify, download, print, sign, and courier the pre-filled forms sent to your registered email address. - Your account will be active within 7 working hours from the time we receive your documents. - If your account status is "No," you will follow the same process, and your account will be active within 7 working days from the time we receive your documents. You will receive important emails regarding your account: 1. Pending Documents Email: This email will inform you of any required documents and the time it will take for you to start trading. 2. Login Credential Email: You will receive your Client ID and a system-generated password to log in for the first time. 3. Welcome Email: This email will contain essential information like your Client ID, relevant documents, and back office login details. If you don't receive these emails, contact us at care@choiceindia.com or call us at (+91) 88-2424-2424 with the subject "activate your account."

In the Market Overview section, you can access detailed information about various market categories. These categories include: - Top gainers - Top losers - Activities based on value - Activities based on volume - Top gainers by OI% (Open Interest %) - Top losers by OI% - OI spurts (significant increase in Open Interest) You can also apply filters based on different exchanges like NSE and BSE, as well as segments including equity, derivative, commodity, currency, Indian indices, and global indices. This section provides a comprehensive view of trading and investing activities across major global indices, allowing you to gain insights into the world economy and make informed decisions.

What is the process to access the different message sections in the Message Hub?

**Question:** How can I access detailed Reports of my trades and financial summaries on the platform? **Answer:** To access detailed Reports of your trades and financial summaries on the platform, you can go to the bottom tab and click on "More" followed by "Reports". There, you will find the following sections: **P&L Report:** The Profit & Loss report displays your net P&L for trades. By default, it shows all trades taken during the current accounting year along with expenses. The report includes Total Realized P&L and Total Unrealized P&L at the bottom strip. You can filter the report using Exchange, From Date, and To Date options. Additionally, you can search for specific details and download the report in PDF format or send it to your registered email. **Ledger:** The Ledger report resembles a typical account ledger, with Debit and Credit columns for the current FY year. Debit entries, representing sums owed, are displayed in red with negative values, while Credit entries, representing sums received, are shown in green with positive values. The report also shows the total closing balance at the bottom strip. Similar to the P&L report, you can filter, search, download in PDF format, and send this report via email. Moreover, you can access a detailed report by tapping on the top right corner for more actions such as sharing, saving, or emailing for future reference. **Back Office:** For more intricate and customized reports, a complete back-end panel named "Reports" is available. This panel allows you to view detailed reports and extract customized data as per your requirements. Login details for this panel are provided post-registration completion.

**Fund Related Information** To access your Funds information, go to Menu -> Funds. In this section, you will find the following details at a glance: 1. Ledger Balance: Your current balance 2. Today’s Balance: Balance as of today 3. Today’s Pay-In: Deposits made today 4. Today’s Payout: Withdrawals made today 5. DP Charges: Depository charges 6. CFS (Credit for Sell): Benefits from selling holdings today 7. Future Bill Cr/Dr: Unsettled bill amount 8. Margin Against Assets: Loan value against your assets 9. Early Pay-In: 80% of selling holding value given on T+1 10. Margin Against Holding: Margin received from pledged stocks, MF, etc. 11. Margin Utilized: Total utilized margin 12. Available for Trading: Funds available for trading **How to Deposit or Withdraw Funds** 1. **Deposit:** - Enter amount, select UPI or Net Banking, enter UPI ID, select bank, tap DEPOSIT. 2. **For NEFT or RTGS:** - Click 'Do you want to opt for NEFT/RTGS?', follow instructions for transfer. - Send deposit details to b.accounts@choiceindia.com for tracking. 3. **Withdraw:** - Enter amount, select bank, tap WITHDRAW. - You will receive an SMS and email confirmation. Amount will be credited in T+2 days.

How can I revert back to the default Light Theme in Choice?

Preferences To access your Preferences in Choice and customize how you view and use key features, follow these steps: 1. Open your account and tap on "More." 2. Select "My Preferences." Dark Theme: Enjoy our sleek Dark Theme by selecting the very first option in the menu labeled "DARK THEME." To switch back to the default Light Theme, open the menu and select the Light Theme option. --- **Cleaned Answer:** In the Preferences section of Choice, you can adjust how you view and utilize key features. To do this, open your account and tap on "More," then select "My Preferences." Switch to the Dark Theme by choosing the first option labeled "DARK THEME" in the menu. To go back to the default Light Theme, open the menu and select the Light Theme option.

Watchlists are a handy feature that allows you to save your preferred stocks for easier and faster trading or investment decisions. You can access the Watchlist by selecting it from the bottom tab on the app. When creating a new Watchlist, you can add up to 5 lists, each capable of holding 50 stocks. To add stocks to an empty Watchlist, use the "Search & Add" button, which will guide you to search for the desired stock and add it to your list. Once you have stocks in your Watchlist, you can utilize the Searchbox in each individual Watchlist to easily find specific stocks by typing their initials. Additionally, the Searchbox is equipped with a FILTER feature that allows you to refine your search by choosing the Exchange or sorting the stocks alphabetically or by percentage change. To customize your Watchlist further, you can rearrange the order of stocks, rename the Watchlist, and delete unwanted stocks. Simply long-press on a stock to enter editing mode, where you can rename it, drag it to a new position on the list, or remove it by using the Trash icon. Remember to save your changes to keep your Watchlist organized. To switch between Watchlists, you can either press the individual button for each list or swipe left on the app. This way, you can manage multiple Watchlists with ease.

What is the Choice Signal in the Technical Research section and what are its components?

**Technical Research** The Technical Research section provides analysis of price trends and is suitable for short-term investors. This analysis is done through technical analysis, which examines market trends and historical price and volume patterns to evaluate the future value of securities. The reports generated in this section have five types of research strategies explained below: 1. **Sumeet Bagadia Calls:** Receive expert calls from Sumeet Bagadia, Director at Choice Broking, based on fundamental and technical analysis for both short-term and long-term investment views. 2. **Choice Signal:** An automated research engine that offers real-time trading ideas with five strategies to cover all aspects of stocks for traders. It includes: - **Intraday Spurt Strategy:** Generates intraday research calls for traders based on pattern breakouts and volume criteria, with two target levels for potential returns. - **Dark Horse Strategy:** Provides positional research calls for traders based on price and volume breakout, aiming for a return of 5% to 10% within a week. - **Future Trade Simplifier Intraday:** Offers intraday trade calls in the Future segment by analyzing Open Interest situations and price movements. - **Future Trade Simplifier Positional:** Provides positional trade calls in the Future segment. - **ETET Strategy (Equity):** A strategy for traders to buy stocks today and sell them tomorrow, analyzing intraday breakouts with above-average volume. Clients can access this section via the bottom tab labeled "Research" for detailed technical analysis and research strategies to support their investment decisions.

To create an account on the Choice App for both Android and iOS devices, follow these steps: 1. Click on 'Create Account' on the Login Page. 2. Enter your Name, Mobile Number, City (mandatory), Email ID, and Referral ID (if applicable). Submit the details. 3. Verify the OTP sent to your registered mobile number. 4. Prepare soft copies of the following documents: Address Proof, PAN Card, Cancelled Cheque, Photograph, Signature on a White Paper, and Income Proof. 5. Enter your PAN number and Date of Birth, then proceed to the next step. 6. Upload a picture of your PAN Card and provide your Email ID, Mobile Number, Date of Birth, PAN number, and optional Aadhaar Number. 7. Fill in your Full Name, Father's Name, Mother’s Name, Aadhaar Number, Birthplace, Gender, Marital Status, political party affiliation, and nominee details if applicable. 8. Enter your address details if not automatically fetched. 9. Provide economic details like Income Slab, Occupation, Educational Qualification, and Previous Trading Experience. 10. Upload an image of your Cancelled Cheque/Passbook and enter your Bank Account details. 11. Choose the trading segment you are interested in: Equity/Derivatives, Currency, or Commodities. 12. For In-Person Verification, write down the OTP on a white paper, take a selfie holding the paper, and upload it. 13. Upload necessary KYC documents like Income Proof, Aadhaar card, Photograph, and a signed White Paper. 14. Choose eSign if preferred or courier physical documents. 15. Share feedback after registration to receive further instructions. 16. You're all set! You will be redirected to the Choice Login Page for trading.

How can users change the time interval when analyzing stock prices using the advanced charting tools?

The advanced real-time charts feature allows users to analyze stock prices in-depth with various chart types and tick data. To access the advanced charting tools, tap on the icon located in the right corner of the chart. The chart will open in portrait mode, and you can customize the view using the following features: - **Time Interval:** The default interval is 15 minutes, but users can select intervals ranging from 1 minute to 1 month. - **Chart Type:** Choose from candle, colored line, or other types to personalize the view. - **Study Tools:** Add studies like Simple Moving Averages (SMA) and Volume Weighted Average Price (VWAP) for better trading decisions. - **Buy/Sell Calls:** Users can directly initiate buy or sell calls from the chart, taking them to the ordering section. - **Native Phone Features:** Utilize features like pinch to zoom in/out and swipe left or right for navigation. - **Cross-Sectional Line:** A dynamic line that helps in understanding pricing, enabling users to view prices by moving the line over the chart. - **Drawing Tools:** Easily accessible tools like measure, fib retracements, lines, and channels for technical analysis. - **Marker:** View key information like open, high, low, close, and volume of a specific candle at a particular time. - **Horizontal View:** Option to view the chart horizontally for a better perspective. - **Full-Screen Mode:** Users can opt for a full-screen view for a more detailed analysis. These features provide users with comprehensive tools for advanced chart analysis and trading decisions.

Once you have completed your onboarding, you will receive a Unique Client ID (trading code). The time it takes for you to start trading will depend on whether you are KYC verified or not. If you are KYC verified: - If your account status is "Yes," you will need to verify, download, print, sign, and courier the pre-filled forms sent to your registered email address. - Your account will be active within 7 working hours from the time we receive your documents. - If your account status is "No," you will follow the same process, and your account will be active within 7 working days from the time we receive your documents. You will receive important emails regarding your account: 1. Pending Documents Email: This email will inform you of any required documents and the time it will take for you to start trading. 2. Login Credential Email: You will receive your Client ID and a system-generated password to log in for the first time. 3. Welcome Email: This email will contain essential information like your Client ID, relevant documents, and back office login details. If you don't receive these emails, contact us at care@choiceindia.com or call us at (+91) 88-2424-2424 with the subject "activate your account."

How can I revert back to the default Light Theme in Choice?

Preferences To access your Preferences in Choice and customize how you view and use key features, follow these steps: 1. Open your account and tap on "More." 2. Select "My Preferences." Dark Theme: Enjoy our sleek Dark Theme by selecting the very first option in the menu labeled "DARK THEME." To switch back to the default Light Theme, open the menu and select the Light Theme option. --- **Cleaned Answer:** In the Preferences section of Choice, you can adjust how you view and utilize key features. To do this, open your account and tap on "More," then select "My Preferences." Switch to the Dark Theme by choosing the first option labeled "DARK THEME" in the menu. To go back to the default Light Theme, open the menu and select the Light Theme option.

**Technical Research** The Technical Research section provides analysis of price trends and is suitable for short-term investors. This analysis is done through technical analysis, which examines market trends and historical price and volume patterns to evaluate the future value of securities. The reports generated in this section have five types of research strategies explained below: 1. **Sumeet Bagadia Calls:** Receive expert calls from Sumeet Bagadia, Director at Choice Broking, based on fundamental and technical analysis for both short-term and long-term investment views. 2. **Choice Signal:** An automated research engine that offers real-time trading ideas with five strategies to cover all aspects of stocks for traders. It includes: - **Intraday Spurt Strategy:** Generates intraday research calls for traders based on pattern breakouts and volume criteria, with two target levels for potential returns. - **Dark Horse Strategy:** Provides positional research calls for traders based on price and volume breakout, aiming for a return of 5% to 10% within a week. - **Future Trade Simplifier Intraday:** Offers intraday trade calls in the Future segment by analyzing Open Interest situations and price movements. - **Future Trade Simplifier Positional:** Provides positional trade calls in the Future segment. - **ETET Strategy (Equity):** A strategy for traders to buy stocks today and sell them tomorrow, analyzing intraday breakouts with above-average volume. Clients can access this section via the bottom tab labeled "Research" for detailed technical analysis and research strategies to support their investment decisions.

What are the steps involved in applying for an IPO using UPI on the platform?

**IPO Listings:** **Open IPOs:** Here you can see the latest IPOs available for subscription. By clicking on an IPO's card, you can access options to view details, subscribe to the IPO, and share it. 1. **Details:** This section provides all relevant information about the IPO. You can subscribe by clicking the 'Subscribe' button at the bottom of the screen. 2. **How to apply for the IPO using UPI:** - Enter the number of lots you want to bid for. - Choose whether you want to bid at the cut-off price or enter your own price within the specified range. - The amount to be blocked will be displayed based on your bid. - Enter your UPI ID and select the VPA code. - Confirm your eligibility as a UPI bidder by checking the box and click 'Subscribe'. - Once you submit your application, you will receive a mandate request on your UPI app, which you need to accept. - You will also receive an email and notification from the respective application to approve and proceed with the process. **IPO Transactions:** This section allows you to track the progress of your IPO bid. - **Payment Status:** - **Failed:** Indicates that your payment did not go through, and you need to re-initiate the transaction. - **Success:** Confirms that your bid application was successful and accepted. - **Pending:** Means the mandate is still in the approval process. - **DP Verification Status:** - **Failed:** Indicates a mismatch in your DP, which needs to be corrected. - **Pending:** Shows that the verification process is ongoing. - **Successful:** Confirms that the DP matches the SEBI records. - **IPO Application Status:** - **Subscribed:** Confirms a successful IPO subscription. - **Canceled:** Shows you have canceled the application. - **Modified:** Indicates changes made to the application. - **Failed:** Denotes an unsuccessful subscription requiring a re-initiation process. - **Modify IPO Application:** - Changes can be made only after the bidding window is closed. Successful modifications will be confirmed with a message. **Closed IPOs:** Lists IPOs that have concluded their subscription period, and no more modifications can be made. **Upcoming IPOs:** Displays all upcoming IPOs. **Note - IPO Allocation:** 1. **Successful IPO Allotment:** - Transfers allotted shares to your Demat Account upon successful allocation. - You will receive notifications via email, SMS, and from Exchange(NSE/BSE). - The bid amount blocked by the bank will be deducted. 2. **Unsuccessful IPO Allotment:** - If the allotment is unsuccessful, the blocked bid amount will be released. - Notifications will be sent via email and SMS.

**Position Section:** Under the Positions Tab, you can view the current value and overall gain/loss of your positions, including Futures & Options and cash/equity orders executed on the same day. - **LIST:** This section displays your invested value compared to the current value, which changes with market movements. It also shows your overall profit/loss. You can easily see this information at a glance. - **SEARCH:** Here, you can search for specific trades you entered or exited. You can filter your trades based on options like ALL, INTRADAY, TODAY, POSITION, ALPHABETICALLY, P&L, P&L%, and Quantity. - **CONVERT POSITION:** You can switch your positions from Intraday to Delivery or vice versa by selecting the Convert Position option. - **SCRIP INFO:** Clicking here will take you to a page dedicated to the scrip. You can also initiate new trades from this section. - **DETAILS:** This shows trade details for a particular scrip. By clicking on the "VIEW TRADES" hyperlink, you can see all trades you've made for that scrip. - **BUY/SELL:** This option allows you to place orders to enter or exit trades. **Orders Section:** This section displays Intraday trades and delivery orders, categorized as PENDING, EXECUTED, TRADES, and OTHERS. 1. **Pending:** Shows orders that were not executed, partially executed, or rejected. You can edit these orders by tapping on them. 2. **Executed:** Lists all orders that were successfully executed, providing details such as INTRADAY, Last Traded Price (LTP), Market Closing Price, lots, and time. You can view trade details and history by clicking on the "VIEW TRADES" hyperlink. 3. **Trades:** Displays the list of executed trades, especially for those trades that were completed in multiple steps. 4. **Others:** Lists rejected trades along with reasons and additional details.

What are the five types of research strategies explained in the reports generated in this section?

**Technical Research** The Technical Research section provides analysis of price trends and is suitable for short-term investors. This analysis is done through technical analysis, which examines market trends and historical price and volume patterns to evaluate the future value of securities. The reports generated in this section have five types of research strategies explained below: 1. **Sumeet Bagadia Calls:** Receive expert calls from Sumeet Bagadia, Director at Choice Broking, based on fundamental and technical analysis for both short-term and long-term investment views. 2. **Choice Signal:** An automated research engine that offers real-time trading ideas with five strategies to cover all aspects of stocks for traders. It includes: - **Intraday Spurt Strategy:** Generates intraday research calls for traders based on pattern breakouts and volume criteria, with two target levels for potential returns. - **Dark Horse Strategy:** Provides positional research calls for traders based on price and volume breakout, aiming for a return of 5% to 10% within a week. - **Future Trade Simplifier Intraday:** Offers intraday trade calls in the Future segment by analyzing Open Interest situations and price movements. - **Future Trade Simplifier Positional:** Provides positional trade calls in the Future segment. - **ETET Strategy (Equity):** A strategy for traders to buy stocks today and sell them tomorrow, analyzing intraday breakouts with above-average volume. Clients can access this section via the bottom tab labeled "Research" for detailed technical analysis and research strategies to support their investment decisions.

**Position Section:** Under the Positions Tab, you can view the current value and overall gain/loss of your positions, including Futures & Options and cash/equity orders executed on the same day. - **LIST:** This section displays your invested value compared to the current value, which changes with market movements. It also shows your overall profit/loss. You can easily see this information at a glance. - **SEARCH:** Here, you can search for specific trades you entered or exited. You can filter your trades based on options like ALL, INTRADAY, TODAY, POSITION, ALPHABETICALLY, P&L, P&L%, and Quantity. - **CONVERT POSITION:** You can switch your positions from Intraday to Delivery or vice versa by selecting the Convert Position option. - **SCRIP INFO:** Clicking here will take you to a page dedicated to the scrip. You can also initiate new trades from this section. - **DETAILS:** This shows trade details for a particular scrip. By clicking on the "VIEW TRADES" hyperlink, you can see all trades you've made for that scrip. - **BUY/SELL:** This option allows you to place orders to enter or exit trades. **Orders Section:** This section displays Intraday trades and delivery orders, categorized as PENDING, EXECUTED, TRADES, and OTHERS. 1. **Pending:** Shows orders that were not executed, partially executed, or rejected. You can edit these orders by tapping on them. 2. **Executed:** Lists all orders that were successfully executed, providing details such as INTRADAY, Last Traded Price (LTP), Market Closing Price, lots, and time. You can view trade details and history by clicking on the "VIEW TRADES" hyperlink. 3. **Trades:** Displays the list of executed trades, especially for those trades that were completed in multiple steps. 4. **Others:** Lists rejected trades along with reasons and additional details.

How can filters be applied in the Market Overview section based on exchanges and segments?

In the Market Overview section, you can access detailed information about various market categories. These categories include: - Top gainers - Top losers - Activities based on value - Activities based on volume - Top gainers by OI% (Open Interest %) - Top losers by OI% - OI spurts (significant increase in Open Interest) You can also apply filters based on different exchanges like NSE and BSE, as well as segments including equity, derivative, commodity, currency, Indian indices, and global indices. This section provides a comprehensive view of trading and investing activities across major global indices, allowing you to gain insights into the world economy and make informed decisions.

Once you have completed your onboarding, you will receive a Unique Client ID (trading code). The time it takes for you to start trading will depend on whether you are KYC verified or not. If you are KYC verified: - If your account status is "Yes," you will need to verify, download, print, sign, and courier the pre-filled forms sent to your registered email address. - Your account will be active within 7 working hours from the time we receive your documents. - If your account status is "No," you will follow the same process, and your account will be active within 7 working days from the time we receive your documents. You will receive important emails regarding your account: 1. Pending Documents Email: This email will inform you of any required documents and the time it will take for you to start trading. 2. Login Credential Email: You will receive your Client ID and a system-generated password to log in for the first time. 3. Welcome Email: This email will contain essential information like your Client ID, relevant documents, and back office login details. If you don't receive these emails, contact us at care@choiceindia.com or call us at (+91) 88-2424-2424 with the subject "activate your account."

What notifications will a client receive regarding their account status and trading activation process?

Once you have completed your onboarding, you will receive a Unique Client ID (trading code). The time it takes for you to start trading will depend on whether you are KYC verified or not. If you are KYC verified: - If your account status is "Yes," you will need to verify, download, print, sign, and courier the pre-filled forms sent to your registered email address. - Your account will be active within 7 working hours from the time we receive your documents. - If your account status is "No," you will follow the same process, and your account will be active within 7 working days from the time we receive your documents. You will receive important emails regarding your account: 1. Pending Documents Email: This email will inform you of any required documents and the time it will take for you to start trading. 2. Login Credential Email: You will receive your Client ID and a system-generated password to log in for the first time. 3. Welcome Email: This email will contain essential information like your Client ID, relevant documents, and back office login details. If you don't receive these emails, contact us at care@choiceindia.com or call us at (+91) 88-2424-2424 with the subject "activate your account."

Preferences To access your Preferences in Choice and customize how you view and use key features, follow these steps: 1. Open your account and tap on "More." 2. Select "My Preferences." Dark Theme: Enjoy our sleek Dark Theme by selecting the very first option in the menu labeled "DARK THEME." To switch back to the default Light Theme, open the menu and select the Light Theme option. --- **Cleaned Answer:** In the Preferences section of Choice, you can adjust how you view and utilize key features. To do this, open your account and tap on "More," then select "My Preferences." Switch to the Dark Theme by choosing the first option labeled "DARK THEME" in the menu. To go back to the default Light Theme, open the menu and select the Light Theme option.

Where can I find the Message Hub on the platform?

### More>Message Hub **FAQ:** Where can I find the different message sections in this section? **Answer:** To access the various message sections, navigate to More and then click on Message Hub. This section contains all the different message sections available for you to view and interact with.

**IPO Listings:** **Open IPOs:** Here you can see the latest IPOs available for subscription. By clicking on an IPO's card, you can access options to view details, subscribe to the IPO, and share it. 1. **Details:** This section provides all relevant information about the IPO. You can subscribe by clicking the 'Subscribe' button at the bottom of the screen. 2. **How to apply for the IPO using UPI:** - Enter the number of lots you want to bid for. - Choose whether you want to bid at the cut-off price or enter your own price within the specified range. - The amount to be blocked will be displayed based on your bid. - Enter your UPI ID and select the VPA code. - Confirm your eligibility as a UPI bidder by checking the box and click 'Subscribe'. - Once you submit your application, you will receive a mandate request on your UPI app, which you need to accept. - You will also receive an email and notification from the respective application to approve and proceed with the process. **IPO Transactions:** This section allows you to track the progress of your IPO bid. - **Payment Status:** - **Failed:** Indicates that your payment did not go through, and you need to re-initiate the transaction. - **Success:** Confirms that your bid application was successful and accepted. - **Pending:** Means the mandate is still in the approval process. - **DP Verification Status:** - **Failed:** Indicates a mismatch in your DP, which needs to be corrected. - **Pending:** Shows that the verification process is ongoing. - **Successful:** Confirms that the DP matches the SEBI records. - **IPO Application Status:** - **Subscribed:** Confirms a successful IPO subscription. - **Canceled:** Shows you have canceled the application. - **Modified:** Indicates changes made to the application. - **Failed:** Denotes an unsuccessful subscription requiring a re-initiation process. - **Modify IPO Application:** - Changes can be made only after the bidding window is closed. Successful modifications will be confirmed with a message. **Closed IPOs:** Lists IPOs that have concluded their subscription period, and no more modifications can be made. **Upcoming IPOs:** Displays all upcoming IPOs. **Note - IPO Allocation:** 1. **Successful IPO Allotment:** - Transfers allotted shares to your Demat Account upon successful allocation. - You will receive notifications via email, SMS, and from Exchange(NSE/BSE). - The bid amount blocked by the bank will be deducted. 2. **Unsuccessful IPO Allotment:** - If the allotment is unsuccessful, the blocked bid amount will be released. - Notifications will be sent via email and SMS.

What are some of the study tools that users can add to the advanced charts for better trading decisions?

The advanced real-time charts feature allows users to analyze stock prices in-depth with various chart types and tick data. To access the advanced charting tools, tap on the icon located in the right corner of the chart. The chart will open in portrait mode, and you can customize the view using the following features: - **Time Interval:** The default interval is 15 minutes, but users can select intervals ranging from 1 minute to 1 month. - **Chart Type:** Choose from candle, colored line, or other types to personalize the view. - **Study Tools:** Add studies like Simple Moving Averages (SMA) and Volume Weighted Average Price (VWAP) for better trading decisions. - **Buy/Sell Calls:** Users can directly initiate buy or sell calls from the chart, taking them to the ordering section. - **Native Phone Features:** Utilize features like pinch to zoom in/out and swipe left or right for navigation. - **Cross-Sectional Line:** A dynamic line that helps in understanding pricing, enabling users to view prices by moving the line over the chart. - **Drawing Tools:** Easily accessible tools like measure, fib retracements, lines, and channels for technical analysis. - **Marker:** View key information like open, high, low, close, and volume of a specific candle at a particular time. - **Horizontal View:** Option to view the chart horizontally for a better perspective. - **Full-Screen Mode:** Users can opt for a full-screen view for a more detailed analysis. These features provide users with comprehensive tools for advanced chart analysis and trading decisions.

To find a specific company or ETF on the Choice platform, you can follow these steps: 1. Using Search: - Type the first three letters of the company's name (e.g., ICICI) to see a list of affiliated companies/ETFs on NSE/BSE. - Choose your segment (Equity, Derivatives, Commodities, or Currency). - Select the specific company from the results drop-down to view its overview. - Add the company to your WatchList or set a price alert. 2. Scrip Page - Cash and F&O: - View detailed information about a company. - Search by typing the first 3 letters of the company name and selecting it for the overview. 3. Overview Section: - Provides essential details like OPEN, HIGH, LOW, CLOSE. - Click (i) for more details like PRICE TICK, MARKET LOT, CIRCUIT RANGE, etc. - Market Depth shows BID and ASK numbers with quantities. 4. Technical Section: - View Technical data and use the CHART tool for analysis. 5. Pivot Points: - Shows RESISTANCE and SUPPORT levels. - Displays numbers for DAILY assessment by default, switch timeframes if needed. 6. Futures Section: - Displays future prices for near term, mid term, and far term. 7. Recent News: - Displays news related to the company from various sources. 8. Scrip Page - Derivatives (F&O): - Search for company and view open Call/Put contracts. - Select a contract and view the Option Chain. - Buy/Sell contracts and execute orders. These steps will help you navigate and use the features available on the Choice platform effectively.

How can I revert back to the default Light Theme in Choice?

Preferences To access your Preferences in Choice and customize how you view and use key features, follow these steps: 1. Open your account and tap on "More." 2. Select "My Preferences." Dark Theme: Enjoy our sleek Dark Theme by selecting the very first option in the menu labeled "DARK THEME." To switch back to the default Light Theme, open the menu and select the Light Theme option. --- **Cleaned Answer:** In the Preferences section of Choice, you can adjust how you view and utilize key features. To do this, open your account and tap on "More," then select "My Preferences." Switch to the Dark Theme by choosing the first option labeled "DARK THEME" in the menu. To go back to the default Light Theme, open the menu and select the Light Theme option.

Sign In Process: **First Time Login:** 1. Enter your Client ID and the system-generated password provided. 2. Create a new password that is alphanumeric (6-12 characters) with special characters. 3. Confirm the new password. 4. Set a new PIN (4-6 digits). 5. Proceed to your account by clicking on the Next Button. **Existing User Login:** 1. Enter your Client ID, Password, and PIN that you have set. 2. **Activating Fingerprint/Face ID:** 1. After entering Client ID and Password, enter the PIN. 2. Choose to enable Fingerprint/Face ID authentication (available for certain devices). 3. Next time, use Fingerprint/Face ID instead of the PIN to log in. **Forgot Password:** 1. Click on 'Forgot Password' on the Login Page and provide Client ID or PAN. 2. Receive a system-generated password on your registered Email or Mobile Number. 3. Create a new password with special characters as instructed and confirm it. **Forgot PIN:** 1. On the Login Page, click 'Forgot PIN' and receive a system-generated PIN. 2. Create a new PIN and confirm it. **Changing Password:** 1. Go to Menu > My Profile > Change Password. 2. Enter Current Password, new password, and confirm. 3. Click on Change Password. **Changing PIN:** 1. Go to Menu > My Profile > Change PIN. 2. Enter Current PIN, new PIN, and confirm. 3. Click on Change PIN. **Account Locked Due to Incorrect Password:** 1. If your account is locked, tap 'Forgot Password' and follow the instructions to unlock it.

What does the Ledger report show, and how can I distinguish between Debit and Credit entries?

**Question:** How can I access detailed Reports of my trades and financial summaries on the platform? **Answer:** To access detailed Reports of your trades and financial summaries on the platform, you can go to the bottom tab and click on "More" followed by "Reports". There, you will find the following sections: **P&L Report:** The Profit & Loss report displays your net P&L for trades. By default, it shows all trades taken during the current accounting year along with expenses. The report includes Total Realized P&L and Total Unrealized P&L at the bottom strip. You can filter the report using Exchange, From Date, and To Date options. Additionally, you can search for specific details and download the report in PDF format or send it to your registered email. **Ledger:** The Ledger report resembles a typical account ledger, with Debit and Credit columns for the current FY year. Debit entries, representing sums owed, are displayed in red with negative values, while Credit entries, representing sums received, are shown in green with positive values. The report also shows the total closing balance at the bottom strip. Similar to the P&L report, you can filter, search, download in PDF format, and send this report via email. Moreover, you can access a detailed report by tapping on the top right corner for more actions such as sharing, saving, or emailing for future reference. **Back Office:** For more intricate and customized reports, a complete back-end panel named "Reports" is available. This panel allows you to view detailed reports and extract customized data as per your requirements. Login details for this panel are provided post-registration completion.

To set price alerts for individual stocks, you have the option to set unlimited alerts, which are divided into "Pending" and "Matched" sections. To set a price alert, you can follow these steps: 1. Search for the stock you're interested in. 2. Visit the company page. 3. Tap on "Set Alert" and input the conditions for the alert, such as selecting a trigger like the Last Traded Price and setting the price at which you want to be notified. 4. You can also set alerts for BSE by selecting Yes or No. To access your alerts, go to More > MY Alerts. In the "Price Alerts" section, under the "Conditions" tab, you can set specific triggers and conditions for your price alerts. You can manually enter the price at which you want the alert to be triggered and the date on which you want to be notified. Once an alert is triggered, it will appear in the "Matched" section, where you can view all alerts that have been triggered.

How can a user activate Fingerprint/Face ID authentication on the platform?

Sign In Process: **First Time Login:** 1. Enter your Client ID and the system-generated password provided. 2. Create a new password that is alphanumeric (6-12 characters) with special characters. 3. Confirm the new password. 4. Set a new PIN (4-6 digits). 5. Proceed to your account by clicking on the Next Button. **Existing User Login:** 1. Enter your Client ID, Password, and PIN that you have set. 2. **Activating Fingerprint/Face ID:** 1. After entering Client ID and Password, enter the PIN. 2. Choose to enable Fingerprint/Face ID authentication (available for certain devices). 3. Next time, use Fingerprint/Face ID instead of the PIN to log in. **Forgot Password:** 1. Click on 'Forgot Password' on the Login Page and provide Client ID or PAN. 2. Receive a system-generated password on your registered Email or Mobile Number. 3. Create a new password with special characters as instructed and confirm it. **Forgot PIN:** 1. On the Login Page, click 'Forgot PIN' and receive a system-generated PIN. 2. Create a new PIN and confirm it. **Changing Password:** 1. Go to Menu > My Profile > Change Password. 2. Enter Current Password, new password, and confirm. 3. Click on Change Password. **Changing PIN:** 1. Go to Menu > My Profile > Change PIN. 2. Enter Current PIN, new PIN, and confirm. 3. Click on Change PIN. **Account Locked Due to Incorrect Password:** 1. If your account is locked, tap 'Forgot Password' and follow the instructions to unlock it.

**IPO Listings:** **Open IPOs:** Here you can see the latest IPOs available for subscription. By clicking on an IPO's card, you can access options to view details, subscribe to the IPO, and share it. 1. **Details:** This section provides all relevant information about the IPO. You can subscribe by clicking the 'Subscribe' button at the bottom of the screen. 2. **How to apply for the IPO using UPI:** - Enter the number of lots you want to bid for. - Choose whether you want to bid at the cut-off price or enter your own price within the specified range. - The amount to be blocked will be displayed based on your bid. - Enter your UPI ID and select the VPA code. - Confirm your eligibility as a UPI bidder by checking the box and click 'Subscribe'. - Once you submit your application, you will receive a mandate request on your UPI app, which you need to accept. - You will also receive an email and notification from the respective application to approve and proceed with the process. **IPO Transactions:** This section allows you to track the progress of your IPO bid. - **Payment Status:** - **Failed:** Indicates that your payment did not go through, and you need to re-initiate the transaction. - **Success:** Confirms that your bid application was successful and accepted. - **Pending:** Means the mandate is still in the approval process. - **DP Verification Status:** - **Failed:** Indicates a mismatch in your DP, which needs to be corrected. - **Pending:** Shows that the verification process is ongoing. - **Successful:** Confirms that the DP matches the SEBI records. - **IPO Application Status:** - **Subscribed:** Confirms a successful IPO subscription. - **Canceled:** Shows you have canceled the application. - **Modified:** Indicates changes made to the application. - **Failed:** Denotes an unsuccessful subscription requiring a re-initiation process. - **Modify IPO Application:** - Changes can be made only after the bidding window is closed. Successful modifications will be confirmed with a message. **Closed IPOs:** Lists IPOs that have concluded their subscription period, and no more modifications can be made. **Upcoming IPOs:** Displays all upcoming IPOs. **Note - IPO Allocation:** 1. **Successful IPO Allotment:** - Transfers allotted shares to your Demat Account upon successful allocation. - You will receive notifications via email, SMS, and from Exchange(NSE/BSE). - The bid amount blocked by the bank will be deducted. 2. **Unsuccessful IPO Allotment:** - If the allotment is unsuccessful, the blocked bid amount will be released. - Notifications will be sent via email and SMS.

How can I access and view details of the latest IPO listings available for subscription?

**IPO Listings:** **Open IPOs:** Here you can see the latest IPOs available for subscription. By clicking on an IPO's card, you can access options to view details, subscribe to the IPO, and share it. 1. **Details:** This section provides all relevant information about the IPO. You can subscribe by clicking the 'Subscribe' button at the bottom of the screen. 2. **How to apply for the IPO using UPI:** - Enter the number of lots you want to bid for. - Choose whether you want to bid at the cut-off price or enter your own price within the specified range. - The amount to be blocked will be displayed based on your bid. - Enter your UPI ID and select the VPA code. - Confirm your eligibility as a UPI bidder by checking the box and click 'Subscribe'. - Once you submit your application, you will receive a mandate request on your UPI app, which you need to accept. - You will also receive an email and notification from the respective application to approve and proceed with the process. **IPO Transactions:** This section allows you to track the progress of your IPO bid. - **Payment Status:** - **Failed:** Indicates that your payment did not go through, and you need to re-initiate the transaction. - **Success:** Confirms that your bid application was successful and accepted. - **Pending:** Means the mandate is still in the approval process. - **DP Verification Status:** - **Failed:** Indicates a mismatch in your DP, which needs to be corrected. - **Pending:** Shows that the verification process is ongoing. - **Successful:** Confirms that the DP matches the SEBI records. - **IPO Application Status:** - **Subscribed:** Confirms a successful IPO subscription. - **Canceled:** Shows you have canceled the application. - **Modified:** Indicates changes made to the application. - **Failed:** Denotes an unsuccessful subscription requiring a re-initiation process. - **Modify IPO Application:** - Changes can be made only after the bidding window is closed. Successful modifications will be confirmed with a message. **Closed IPOs:** Lists IPOs that have concluded their subscription period, and no more modifications can be made. **Upcoming IPOs:** Displays all upcoming IPOs. **Note - IPO Allocation:** 1. **Successful IPO Allotment:** - Transfers allotted shares to your Demat Account upon successful allocation. - You will receive notifications via email, SMS, and from Exchange(NSE/BSE). - The bid amount blocked by the bank will be deducted. 2. **Unsuccessful IPO Allotment:** - If the allotment is unsuccessful, the blocked bid amount will be released. - Notifications will be sent via email and SMS.

The advanced real-time charts feature allows users to analyze stock prices in-depth with various chart types and tick data. To access the advanced charting tools, tap on the icon located in the right corner of the chart. The chart will open in portrait mode, and you can customize the view using the following features: - **Time Interval:** The default interval is 15 minutes, but users can select intervals ranging from 1 minute to 1 month. - **Chart Type:** Choose from candle, colored line, or other types to personalize the view. - **Study Tools:** Add studies like Simple Moving Averages (SMA) and Volume Weighted Average Price (VWAP) for better trading decisions. - **Buy/Sell Calls:** Users can directly initiate buy or sell calls from the chart, taking them to the ordering section. - **Native Phone Features:** Utilize features like pinch to zoom in/out and swipe left or right for navigation. - **Cross-Sectional Line:** A dynamic line that helps in understanding pricing, enabling users to view prices by moving the line over the chart. - **Drawing Tools:** Easily accessible tools like measure, fib retracements, lines, and channels for technical analysis. - **Marker:** View key information like open, high, low, close, and volume of a specific candle at a particular time. - **Horizontal View:** Option to view the chart horizontally for a better perspective. - **Full-Screen Mode:** Users can opt for a full-screen view for a more detailed analysis. These features provide users with comprehensive tools for advanced chart analysis and trading decisions.

How do I access the Back Office panel for more intricate and customized reports on the platform?

**Question:** How can I access detailed Reports of my trades and financial summaries on the platform? **Answer:** To access detailed Reports of your trades and financial summaries on the platform, you can go to the bottom tab and click on "More" followed by "Reports". There, you will find the following sections: **P&L Report:** The Profit & Loss report displays your net P&L for trades. By default, it shows all trades taken during the current accounting year along with expenses. The report includes Total Realized P&L and Total Unrealized P&L at the bottom strip. You can filter the report using Exchange, From Date, and To Date options. Additionally, you can search for specific details and download the report in PDF format or send it to your registered email. **Ledger:** The Ledger report resembles a typical account ledger, with Debit and Credit columns for the current FY year. Debit entries, representing sums owed, are displayed in red with negative values, while Credit entries, representing sums received, are shown in green with positive values. The report also shows the total closing balance at the bottom strip. Similar to the P&L report, you can filter, search, download in PDF format, and send this report via email. Moreover, you can access a detailed report by tapping on the top right corner for more actions such as sharing, saving, or emailing for future reference. **Back Office:** For more intricate and customized reports, a complete back-end panel named "Reports" is available. This panel allows you to view detailed reports and extract customized data as per your requirements. Login details for this panel are provided post-registration completion.

**IPO Listings:** **Open IPOs:** Here you can see the latest IPOs available for subscription. By clicking on an IPO's card, you can access options to view details, subscribe to the IPO, and share it. 1. **Details:** This section provides all relevant information about the IPO. You can subscribe by clicking the 'Subscribe' button at the bottom of the screen. 2. **How to apply for the IPO using UPI:** - Enter the number of lots you want to bid for. - Choose whether you want to bid at the cut-off price or enter your own price within the specified range. - The amount to be blocked will be displayed based on your bid. - Enter your UPI ID and select the VPA code. - Confirm your eligibility as a UPI bidder by checking the box and click 'Subscribe'. - Once you submit your application, you will receive a mandate request on your UPI app, which you need to accept. - You will also receive an email and notification from the respective application to approve and proceed with the process. **IPO Transactions:** This section allows you to track the progress of your IPO bid. - **Payment Status:** - **Failed:** Indicates that your payment did not go through, and you need to re-initiate the transaction. - **Success:** Confirms that your bid application was successful and accepted. - **Pending:** Means the mandate is still in the approval process. - **DP Verification Status:** - **Failed:** Indicates a mismatch in your DP, which needs to be corrected. - **Pending:** Shows that the verification process is ongoing. - **Successful:** Confirms that the DP matches the SEBI records. - **IPO Application Status:** - **Subscribed:** Confirms a successful IPO subscription. - **Canceled:** Shows you have canceled the application. - **Modified:** Indicates changes made to the application. - **Failed:** Denotes an unsuccessful subscription requiring a re-initiation process. - **Modify IPO Application:** - Changes can be made only after the bidding window is closed. Successful modifications will be confirmed with a message. **Closed IPOs:** Lists IPOs that have concluded their subscription period, and no more modifications can be made. **Upcoming IPOs:** Displays all upcoming IPOs. **Note - IPO Allocation:** 1. **Successful IPO Allotment:** - Transfers allotted shares to your Demat Account upon successful allocation. - You will receive notifications via email, SMS, and from Exchange(NSE/BSE). - The bid amount blocked by the bank will be deducted. 2. **Unsuccessful IPO Allotment:** - If the allotment is unsuccessful, the blocked bid amount will be released. - Notifications will be sent via email and SMS.

What personal details and information are required during the account creation process on the Choice App?

To create an account on the Choice App for both Android and iOS devices, follow these steps: 1. Click on 'Create Account' on the Login Page. 2. Enter your Name, Mobile Number, City (mandatory), Email ID, and Referral ID (if applicable). Submit the details. 3. Verify the OTP sent to your registered mobile number. 4. Prepare soft copies of the following documents: Address Proof, PAN Card, Cancelled Cheque, Photograph, Signature on a White Paper, and Income Proof. 5. Enter your PAN number and Date of Birth, then proceed to the next step. 6. Upload a picture of your PAN Card and provide your Email ID, Mobile Number, Date of Birth, PAN number, and optional Aadhaar Number. 7. Fill in your Full Name, Father's Name, Mother’s Name, Aadhaar Number, Birthplace, Gender, Marital Status, political party affiliation, and nominee details if applicable. 8. Enter your address details if not automatically fetched. 9. Provide economic details like Income Slab, Occupation, Educational Qualification, and Previous Trading Experience. 10. Upload an image of your Cancelled Cheque/Passbook and enter your Bank Account details. 11. Choose the trading segment you are interested in: Equity/Derivatives, Currency, or Commodities. 12. For In-Person Verification, write down the OTP on a white paper, take a selfie holding the paper, and upload it. 13. Upload necessary KYC documents like Income Proof, Aadhaar card, Photograph, and a signed White Paper. 14. Choose eSign if preferred or courier physical documents. 15. Share feedback after registration to receive further instructions. 16. You're all set! You will be redirected to the Choice Login Page for trading.

### More>Message Hub **FAQ:** Where can I find the different message sections in this section? **Answer:** To access the various message sections, navigate to More and then click on Message Hub. This section contains all the different message sections available for you to view and interact with.

How does the Portfolio section help me track my investments' performance?

The Portfolio section on the app displays all your trading and investment activity. To access it, simply tap on the PORTFOLIO tab located at the bottom of the screen. Within the Portfolio section, you will find separate tabs for Stocks, Mutual Funds, and Baskets. Here, you can view important information such as the current value and invested value of your holdings, along with the day's profit or loss and the overall profit or loss. It's a great way to keep track of how your investments are performing in one convenient location.

Watchlists are a handy feature that allows you to save your preferred stocks for easier and faster trading or investment decisions. You can access the Watchlist by selecting it from the bottom tab on the app. When creating a new Watchlist, you can add up to 5 lists, each capable of holding 50 stocks. To add stocks to an empty Watchlist, use the "Search & Add" button, which will guide you to search for the desired stock and add it to your list. Once you have stocks in your Watchlist, you can utilize the Searchbox in each individual Watchlist to easily find specific stocks by typing their initials. Additionally, the Searchbox is equipped with a FILTER feature that allows you to refine your search by choosing the Exchange or sorting the stocks alphabetically or by percentage change. To customize your Watchlist further, you can rearrange the order of stocks, rename the Watchlist, and delete unwanted stocks. Simply long-press on a stock to enter editing mode, where you can rename it, drag it to a new position on the list, or remove it by using the Trash icon. Remember to save your changes to keep your Watchlist organized. To switch between Watchlists, you can either press the individual button for each list or swipe left on the app. This way, you can manage multiple Watchlists with ease.

What essential details are provided in the Overview Section for a company on the Choice platform?

To find a specific company or ETF on the Choice platform, you can follow these steps: 1. Using Search: - Type the first three letters of the company's name (e.g., ICICI) to see a list of affiliated companies/ETFs on NSE/BSE. - Choose your segment (Equity, Derivatives, Commodities, or Currency). - Select the specific company from the results drop-down to view its overview. - Add the company to your WatchList or set a price alert. 2. Scrip Page - Cash and F&O: - View detailed information about a company. - Search by typing the first 3 letters of the company name and selecting it for the overview. 3. Overview Section: - Provides essential details like OPEN, HIGH, LOW, CLOSE. - Click (i) for more details like PRICE TICK, MARKET LOT, CIRCUIT RANGE, etc. - Market Depth shows BID and ASK numbers with quantities. 4. Technical Section: - View Technical data and use the CHART tool for analysis. 5. Pivot Points: - Shows RESISTANCE and SUPPORT levels. - Displays numbers for DAILY assessment by default, switch timeframes if needed. 6. Futures Section: - Displays future prices for near term, mid term, and far term. 7. Recent News: - Displays news related to the company from various sources. 8. Scrip Page - Derivatives (F&O): - Search for company and view open Call/Put contracts. - Select a contract and view the Option Chain. - Buy/Sell contracts and execute orders. These steps will help you navigate and use the features available on the Choice platform effectively.

**Position Section:** Under the Positions Tab, you can view the current value and overall gain/loss of your positions, including Futures & Options and cash/equity orders executed on the same day. - **LIST:** This section displays your invested value compared to the current value, which changes with market movements. It also shows your overall profit/loss. You can easily see this information at a glance. - **SEARCH:** Here, you can search for specific trades you entered or exited. You can filter your trades based on options like ALL, INTRADAY, TODAY, POSITION, ALPHABETICALLY, P&L, P&L%, and Quantity. - **CONVERT POSITION:** You can switch your positions from Intraday to Delivery or vice versa by selecting the Convert Position option. - **SCRIP INFO:** Clicking here will take you to a page dedicated to the scrip. You can also initiate new trades from this section. - **DETAILS:** This shows trade details for a particular scrip. By clicking on the "VIEW TRADES" hyperlink, you can see all trades you've made for that scrip. - **BUY/SELL:** This option allows you to place orders to enter or exit trades. **Orders Section:** This section displays Intraday trades and delivery orders, categorized as PENDING, EXECUTED, TRADES, and OTHERS. 1. **Pending:** Shows orders that were not executed, partially executed, or rejected. You can edit these orders by tapping on them. 2. **Executed:** Lists all orders that were successfully executed, providing details such as INTRADAY, Last Traded Price (LTP), Market Closing Price, lots, and time. You can view trade details and history by clicking on the "VIEW TRADES" hyperlink. 3. **Trades:** Displays the list of executed trades, especially for those trades that were completed in multiple steps. 4. **Others:** Lists rejected trades along with reasons and additional details.

What happens to the bid amount and notifications in case of successful and unsuccessful IPO allotments?

**IPO Listings:** **Open IPOs:** Here you can see the latest IPOs available for subscription. By clicking on an IPO's card, you can access options to view details, subscribe to the IPO, and share it. 1. **Details:** This section provides all relevant information about the IPO. You can subscribe by clicking the 'Subscribe' button at the bottom of the screen. 2. **How to apply for the IPO using UPI:** - Enter the number of lots you want to bid for. - Choose whether you want to bid at the cut-off price or enter your own price within the specified range. - The amount to be blocked will be displayed based on your bid. - Enter your UPI ID and select the VPA code. - Confirm your eligibility as a UPI bidder by checking the box and click 'Subscribe'. - Once you submit your application, you will receive a mandate request on your UPI app, which you need to accept. - You will also receive an email and notification from the respective application to approve and proceed with the process. **IPO Transactions:** This section allows you to track the progress of your IPO bid. - **Payment Status:** - **Failed:** Indicates that your payment did not go through, and you need to re-initiate the transaction. - **Success:** Confirms that your bid application was successful and accepted. - **Pending:** Means the mandate is still in the approval process. - **DP Verification Status:** - **Failed:** Indicates a mismatch in your DP, which needs to be corrected. - **Pending:** Shows that the verification process is ongoing. - **Successful:** Confirms that the DP matches the SEBI records. - **IPO Application Status:** - **Subscribed:** Confirms a successful IPO subscription. - **Canceled:** Shows you have canceled the application. - **Modified:** Indicates changes made to the application. - **Failed:** Denotes an unsuccessful subscription requiring a re-initiation process. - **Modify IPO Application:** - Changes can be made only after the bidding window is closed. Successful modifications will be confirmed with a message. **Closed IPOs:** Lists IPOs that have concluded their subscription period, and no more modifications can be made. **Upcoming IPOs:** Displays all upcoming IPOs. **Note - IPO Allocation:** 1. **Successful IPO Allotment:** - Transfers allotted shares to your Demat Account upon successful allocation. - You will receive notifications via email, SMS, and from Exchange(NSE/BSE). - The bid amount blocked by the bank will be deducted. 2. **Unsuccessful IPO Allotment:** - If the allotment is unsuccessful, the blocked bid amount will be released. - Notifications will be sent via email and SMS.

To set price alerts for individual stocks, you have the option to set unlimited alerts, which are divided into "Pending" and "Matched" sections. To set a price alert, you can follow these steps: 1. Search for the stock you're interested in. 2. Visit the company page. 3. Tap on "Set Alert" and input the conditions for the alert, such as selecting a trigger like the Last Traded Price and setting the price at which you want to be notified. 4. You can also set alerts for BSE by selecting Yes or No. To access your alerts, go to More > MY Alerts. In the "Price Alerts" section, under the "Conditions" tab, you can set specific triggers and conditions for your price alerts. You can manually enter the price at which you want the alert to be triggered and the date on which you want to be notified. Once an alert is triggered, it will appear in the "Matched" section, where you can view all alerts that have been triggered.

How can I access and manage the alerts I have set on the platform?

To set price alerts for individual stocks, you have the option to set unlimited alerts, which are divided into "Pending" and "Matched" sections. To set a price alert, you can follow these steps: 1. Search for the stock you're interested in. 2. Visit the company page. 3. Tap on "Set Alert" and input the conditions for the alert, such as selecting a trigger like the Last Traded Price and setting the price at which you want to be notified. 4. You can also set alerts for BSE by selecting Yes or No. To access your alerts, go to More > MY Alerts. In the "Price Alerts" section, under the "Conditions" tab, you can set specific triggers and conditions for your price alerts. You can manually enter the price at which you want the alert to be triggered and the date on which you want to be notified. Once an alert is triggered, it will appear in the "Matched" section, where you can view all alerts that have been triggered.

Once you have completed your onboarding, you will receive a Unique Client ID (trading code). The time it takes for you to start trading will depend on whether you are KYC verified or not. If you are KYC verified: - If your account status is "Yes," you will need to verify, download, print, sign, and courier the pre-filled forms sent to your registered email address. - Your account will be active within 7 working hours from the time we receive your documents. - If your account status is "No," you will follow the same process, and your account will be active within 7 working days from the time we receive your documents. You will receive important emails regarding your account: 1. Pending Documents Email: This email will inform you of any required documents and the time it will take for you to start trading. 2. Login Credential Email: You will receive your Client ID and a system-generated password to log in for the first time. 3. Welcome Email: This email will contain essential information like your Client ID, relevant documents, and back office login details. If you don't receive these emails, contact us at care@choiceindia.com or call us at (+91) 88-2424-2424 with the subject "activate your account."

How does the Market Overview section help users in making informed decisions related to the world economy?

In the Market Overview section, you can access detailed information about various market categories. These categories include: - Top gainers - Top losers - Activities based on value - Activities based on volume - Top gainers by OI% (Open Interest %) - Top losers by OI% - OI spurts (significant increase in Open Interest) You can also apply filters based on different exchanges like NSE and BSE, as well as segments including equity, derivative, commodity, currency, Indian indices, and global indices. This section provides a comprehensive view of trading and investing activities across major global indices, allowing you to gain insights into the world economy and make informed decisions.

**IPO Listings:** **Open IPOs:** Here you can see the latest IPOs available for subscription. By clicking on an IPO's card, you can access options to view details, subscribe to the IPO, and share it. 1. **Details:** This section provides all relevant information about the IPO. You can subscribe by clicking the 'Subscribe' button at the bottom of the screen. 2. **How to apply for the IPO using UPI:** - Enter the number of lots you want to bid for. - Choose whether you want to bid at the cut-off price or enter your own price within the specified range. - The amount to be blocked will be displayed based on your bid. - Enter your UPI ID and select the VPA code. - Confirm your eligibility as a UPI bidder by checking the box and click 'Subscribe'. - Once you submit your application, you will receive a mandate request on your UPI app, which you need to accept. - You will also receive an email and notification from the respective application to approve and proceed with the process. **IPO Transactions:** This section allows you to track the progress of your IPO bid. - **Payment Status:** - **Failed:** Indicates that your payment did not go through, and you need to re-initiate the transaction. - **Success:** Confirms that your bid application was successful and accepted. - **Pending:** Means the mandate is still in the approval process. - **DP Verification Status:** - **Failed:** Indicates a mismatch in your DP, which needs to be corrected. - **Pending:** Shows that the verification process is ongoing. - **Successful:** Confirms that the DP matches the SEBI records. - **IPO Application Status:** - **Subscribed:** Confirms a successful IPO subscription. - **Canceled:** Shows you have canceled the application. - **Modified:** Indicates changes made to the application. - **Failed:** Denotes an unsuccessful subscription requiring a re-initiation process. - **Modify IPO Application:** - Changes can be made only after the bidding window is closed. Successful modifications will be confirmed with a message. **Closed IPOs:** Lists IPOs that have concluded their subscription period, and no more modifications can be made. **Upcoming IPOs:** Displays all upcoming IPOs. **Note - IPO Allocation:** 1. **Successful IPO Allotment:** - Transfers allotted shares to your Demat Account upon successful allocation. - You will receive notifications via email, SMS, and from Exchange(NSE/BSE). - The bid amount blocked by the bank will be deducted. 2. **Unsuccessful IPO Allotment:** - If the allotment is unsuccessful, the blocked bid amount will be released. - Notifications will be sent via email and SMS.

How can I switch positions from Intraday to Delivery or vice versa?

**Position Section:** Under the Positions Tab, you can view the current value and overall gain/loss of your positions, including Futures & Options and cash/equity orders executed on the same day. - **LIST:** This section displays your invested value compared to the current value, which changes with market movements. It also shows your overall profit/loss. You can easily see this information at a glance. - **SEARCH:** Here, you can search for specific trades you entered or exited. You can filter your trades based on options like ALL, INTRADAY, TODAY, POSITION, ALPHABETICALLY, P&L, P&L%, and Quantity. - **CONVERT POSITION:** You can switch your positions from Intraday to Delivery or vice versa by selecting the Convert Position option. - **SCRIP INFO:** Clicking here will take you to a page dedicated to the scrip. You can also initiate new trades from this section. - **DETAILS:** This shows trade details for a particular scrip. By clicking on the "VIEW TRADES" hyperlink, you can see all trades you've made for that scrip. - **BUY/SELL:** This option allows you to place orders to enter or exit trades. **Orders Section:** This section displays Intraday trades and delivery orders, categorized as PENDING, EXECUTED, TRADES, and OTHERS. 1. **Pending:** Shows orders that were not executed, partially executed, or rejected. You can edit these orders by tapping on them. 2. **Executed:** Lists all orders that were successfully executed, providing details such as INTRADAY, Last Traded Price (LTP), Market Closing Price, lots, and time. You can view trade details and history by clicking on the "VIEW TRADES" hyperlink. 3. **Trades:** Displays the list of executed trades, especially for those trades that were completed in multiple steps. 4. **Others:** Lists rejected trades along with reasons and additional details.

To create an account on the Choice App for both Android and iOS devices, follow these steps: 1. Click on 'Create Account' on the Login Page. 2. Enter your Name, Mobile Number, City (mandatory), Email ID, and Referral ID (if applicable). Submit the details. 3. Verify the OTP sent to your registered mobile number. 4. Prepare soft copies of the following documents: Address Proof, PAN Card, Cancelled Cheque, Photograph, Signature on a White Paper, and Income Proof. 5. Enter your PAN number and Date of Birth, then proceed to the next step. 6. Upload a picture of your PAN Card and provide your Email ID, Mobile Number, Date of Birth, PAN number, and optional Aadhaar Number. 7. Fill in your Full Name, Father's Name, Mother’s Name, Aadhaar Number, Birthplace, Gender, Marital Status, political party affiliation, and nominee details if applicable. 8. Enter your address details if not automatically fetched. 9. Provide economic details like Income Slab, Occupation, Educational Qualification, and Previous Trading Experience. 10. Upload an image of your Cancelled Cheque/Passbook and enter your Bank Account details. 11. Choose the trading segment you are interested in: Equity/Derivatives, Currency, or Commodities. 12. For In-Person Verification, write down the OTP on a white paper, take a selfie holding the paper, and upload it. 13. Upload necessary KYC documents like Income Proof, Aadhaar card, Photograph, and a signed White Paper. 14. Choose eSign if preferred or courier physical documents. 15. Share feedback after registration to receive further instructions. 16. You're all set! You will be redirected to the Choice Login Page for trading.

How can an existing user login to their account?

Sign In Process: **First Time Login:** 1. Enter your Client ID and the system-generated password provided. 2. Create a new password that is alphanumeric (6-12 characters) with special characters. 3. Confirm the new password. 4. Set a new PIN (4-6 digits). 5. Proceed to your account by clicking on the Next Button. **Existing User Login:** 1. Enter your Client ID, Password, and PIN that you have set. 2. **Activating Fingerprint/Face ID:** 1. After entering Client ID and Password, enter the PIN. 2. Choose to enable Fingerprint/Face ID authentication (available for certain devices). 3. Next time, use Fingerprint/Face ID instead of the PIN to log in. **Forgot Password:** 1. Click on 'Forgot Password' on the Login Page and provide Client ID or PAN. 2. Receive a system-generated password on your registered Email or Mobile Number. 3. Create a new password with special characters as instructed and confirm it. **Forgot PIN:** 1. On the Login Page, click 'Forgot PIN' and receive a system-generated PIN. 2. Create a new PIN and confirm it. **Changing Password:** 1. Go to Menu > My Profile > Change Password. 2. Enter Current Password, new password, and confirm. 3. Click on Change Password. **Changing PIN:** 1. Go to Menu > My Profile > Change PIN. 2. Enter Current PIN, new PIN, and confirm. 3. Click on Change PIN. **Account Locked Due to Incorrect Password:** 1. If your account is locked, tap 'Forgot Password' and follow the instructions to unlock it.

To set price alerts for individual stocks, you have the option to set unlimited alerts, which are divided into "Pending" and "Matched" sections. To set a price alert, you can follow these steps: 1. Search for the stock you're interested in. 2. Visit the company page. 3. Tap on "Set Alert" and input the conditions for the alert, such as selecting a trigger like the Last Traded Price and setting the price at which you want to be notified. 4. You can also set alerts for BSE by selecting Yes or No. To access your alerts, go to More > MY Alerts. In the "Price Alerts" section, under the "Conditions" tab, you can set specific triggers and conditions for your price alerts. You can manually enter the price at which you want the alert to be triggered and the date on which you want to be notified. Once an alert is triggered, it will appear in the "Matched" section, where you can view all alerts that have been triggered.

What are the steps to follow to set a price alert for a specific stock?

To set price alerts for individual stocks, you have the option to set unlimited alerts, which are divided into "Pending" and "Matched" sections. To set a price alert, you can follow these steps: 1. Search for the stock you're interested in. 2. Visit the company page. 3. Tap on "Set Alert" and input the conditions for the alert, such as selecting a trigger like the Last Traded Price and setting the price at which you want to be notified. 4. You can also set alerts for BSE by selecting Yes or No. To access your alerts, go to More > MY Alerts. In the "Price Alerts" section, under the "Conditions" tab, you can set specific triggers and conditions for your price alerts. You can manually enter the price at which you want the alert to be triggered and the date on which you want to be notified. Once an alert is triggered, it will appear in the "Matched" section, where you can view all alerts that have been triggered.

The Portfolio section on the app displays all your trading and investment activity. To access it, simply tap on the PORTFOLIO tab located at the bottom of the screen. Within the Portfolio section, you will find separate tabs for Stocks, Mutual Funds, and Baskets. Here, you can view important information such as the current value and invested value of your holdings, along with the day's profit or loss and the overall profit or loss. It's a great way to keep track of how your investments are performing in one convenient location.

How can a client contact the stock broking platform for assistance if they do not receive important activation-related emails?

Preferences To access your Preferences in Choice and customize how you view and use key features, follow these steps: 1. Open your account and tap on "More." 2. Select "My Preferences." Dark Theme: Enjoy our sleek Dark Theme by selecting the very first option in the menu labeled "DARK THEME." To switch back to the default Light Theme, open the menu and select the Light Theme option. --- **Cleaned Answer:** In the Preferences section of Choice, you can adjust how you view and utilize key features. To do this, open your account and tap on "More," then select "My Preferences." Switch to the Dark Theme by choosing the first option labeled "DARK THEME" in the menu. To go back to the default Light Theme, open the menu and select the Light Theme option.

When you tap on the BUY or SELL button on most SCRIP INFO screens, it will bring up the ORDER BOX. The ORDER BOX contains several options such as MKT (Market Order), LMT (Limit Order), SL (Stop Loss), SL-M (Stop Loss Market), PRICE, QUANTITY, and AMOUNT. At the bottom, there is a BUY-SELL toggle button for your convenience. - MKT: This is a Market order where you buy or sell at the current market price. - LMT: This is a Limit Market order triggered at a preferred price. - SL: A Stop Loss order helps cut losses when a trade goes against you, with a trigger price and execution price. - SL-M: Stop Loss Market order executes when the stock reaches a certain price level. Order type options include DELIVERY (holding stocks overnight) or INTRADAY (trading within the same day for leverage). Order validity can be set as Day, IOC (Immediate or Cancel), GTD (Good till Date), or GTC (Good till Cancel). You need to enter the Price and Quantity, and the Amount will be calculated accordingly. Once you submit, your order will be executed. For After Market Orders (AMO) or Pre-Market Orders (PMO), the pricing will be fixed.

Where can I find details about the day's profit or loss and overall profit or loss of my holdings in the app?

**Fund Related Information** To access your Funds information, go to Menu -> Funds. In this section, you will find the following details at a glance: 1. Ledger Balance: Your current balance 2. Today’s Balance: Balance as of today 3. Today’s Pay-In: Deposits made today 4. Today’s Payout: Withdrawals made today 5. DP Charges: Depository charges 6. CFS (Credit for Sell): Benefits from selling holdings today 7. Future Bill Cr/Dr: Unsettled bill amount 8. Margin Against Assets: Loan value against your assets 9. Early Pay-In: 80% of selling holding value given on T+1 10. Margin Against Holding: Margin received from pledged stocks, MF, etc. 11. Margin Utilized: Total utilized margin 12. Available for Trading: Funds available for trading **How to Deposit or Withdraw Funds** 1. **Deposit:** - Enter amount, select UPI or Net Banking, enter UPI ID, select bank, tap DEPOSIT. 2. **For NEFT or RTGS:** - Click 'Do you want to opt for NEFT/RTGS?', follow instructions for transfer. - Send deposit details to b.accounts@choiceindia.com for tracking. 3. **Withdraw:** - Enter amount, select bank, tap WITHDRAW. - You will receive an SMS and email confirmation. Amount will be credited in T+2 days.

Watchlists are a handy feature that allows you to save your preferred stocks for easier and faster trading or investment decisions. You can access the Watchlist by selecting it from the bottom tab on the app. When creating a new Watchlist, you can add up to 5 lists, each capable of holding 50 stocks. To add stocks to an empty Watchlist, use the "Search & Add" button, which will guide you to search for the desired stock and add it to your list. Once you have stocks in your Watchlist, you can utilize the Searchbox in each individual Watchlist to easily find specific stocks by typing their initials. Additionally, the Searchbox is equipped with a FILTER feature that allows you to refine your search by choosing the Exchange or sorting the stocks alphabetically or by percentage change. To customize your Watchlist further, you can rearrange the order of stocks, rename the Watchlist, and delete unwanted stocks. Simply long-press on a stock to enter editing mode, where you can rename it, drag it to a new position on the list, or remove it by using the Trash icon. Remember to save your changes to keep your Watchlist organized. To switch between Watchlists, you can either press the individual button for each list or swipe left on the app. This way, you can manage multiple Watchlists with ease.

How can I utilize the Technical Section on the Choice platform for data analysis?

To set price alerts for individual stocks, you have the option to set unlimited alerts, which are divided into "Pending" and "Matched" sections. To set a price alert, you can follow these steps: 1. Search for the stock you're interested in. 2. Visit the company page. 3. Tap on "Set Alert" and input the conditions for the alert, such as selecting a trigger like the Last Traded Price and setting the price at which you want to be notified. 4. You can also set alerts for BSE by selecting Yes or No. To access your alerts, go to More > MY Alerts. In the "Price Alerts" section, under the "Conditions" tab, you can set specific triggers and conditions for your price alerts. You can manually enter the price at which you want the alert to be triggered and the date on which you want to be notified. Once an alert is triggered, it will appear in the "Matched" section, where you can view all alerts that have been triggered.

**Position Section:** Under the Positions Tab, you can view the current value and overall gain/loss of your positions, including Futures & Options and cash/equity orders executed on the same day. - **LIST:** This section displays your invested value compared to the current value, which changes with market movements. It also shows your overall profit/loss. You can easily see this information at a glance. - **SEARCH:** Here, you can search for specific trades you entered or exited. You can filter your trades based on options like ALL, INTRADAY, TODAY, POSITION, ALPHABETICALLY, P&L, P&L%, and Quantity. - **CONVERT POSITION:** You can switch your positions from Intraday to Delivery or vice versa by selecting the Convert Position option. - **SCRIP INFO:** Clicking here will take you to a page dedicated to the scrip. You can also initiate new trades from this section. - **DETAILS:** This shows trade details for a particular scrip. By clicking on the "VIEW TRADES" hyperlink, you can see all trades you've made for that scrip. - **BUY/SELL:** This option allows you to place orders to enter or exit trades. **Orders Section:** This section displays Intraday trades and delivery orders, categorized as PENDING, EXECUTED, TRADES, and OTHERS. 1. **Pending:** Shows orders that were not executed, partially executed, or rejected. You can edit these orders by tapping on them. 2. **Executed:** Lists all orders that were successfully executed, providing details such as INTRADAY, Last Traded Price (LTP), Market Closing Price, lots, and time. You can view trade details and history by clicking on the "VIEW TRADES" hyperlink. 3. **Trades:** Displays the list of executed trades, especially for those trades that were completed in multiple steps. 4. **Others:** Lists rejected trades along with reasons and additional details.

What are the steps involved for a KYC verified client with an account status of "Yes" to activate their trading account?

Sign In Process: **First Time Login:** 1. Enter your Client ID and the system-generated password provided. 2. Create a new password that is alphanumeric (6-12 characters) with special characters. 3. Confirm the new password. 4. Set a new PIN (4-6 digits). 5. Proceed to your account by clicking on the Next Button. **Existing User Login:** 1. Enter your Client ID, Password, and PIN that you have set. 2. **Activating Fingerprint/Face ID:** 1. After entering Client ID and Password, enter the PIN. 2. Choose to enable Fingerprint/Face ID authentication (available for certain devices). 3. Next time, use Fingerprint/Face ID instead of the PIN to log in. **Forgot Password:** 1. Click on 'Forgot Password' on the Login Page and provide Client ID or PAN. 2. Receive a system-generated password on your registered Email or Mobile Number. 3. Create a new password with special characters as instructed and confirm it. **Forgot PIN:** 1. On the Login Page, click 'Forgot PIN' and receive a system-generated PIN. 2. Create a new PIN and confirm it. **Changing Password:** 1. Go to Menu > My Profile > Change Password. 2. Enter Current Password, new password, and confirm. 3. Click on Change Password. **Changing PIN:** 1. Go to Menu > My Profile > Change PIN. 2. Enter Current PIN, new PIN, and confirm. 3. Click on Change PIN. **Account Locked Due to Incorrect Password:** 1. If your account is locked, tap 'Forgot Password' and follow the instructions to unlock it.

To set price alerts for individual stocks, you have the option to set unlimited alerts, which are divided into "Pending" and "Matched" sections. To set a price alert, you can follow these steps: 1. Search for the stock you're interested in. 2. Visit the company page. 3. Tap on "Set Alert" and input the conditions for the alert, such as selecting a trigger like the Last Traded Price and setting the price at which you want to be notified. 4. You can also set alerts for BSE by selecting Yes or No. To access your alerts, go to More > MY Alerts. In the "Price Alerts" section, under the "Conditions" tab, you can set specific triggers and conditions for your price alerts. You can manually enter the price at which you want the alert to be triggered and the date on which you want to be notified. Once an alert is triggered, it will appear in the "Matched" section, where you can view all alerts that have been triggered.

What are the steps to follow to set a price alert for a specific stock?

To set price alerts for individual stocks, you have the option to set unlimited alerts, which are divided into "Pending" and "Matched" sections. To set a price alert, you can follow these steps: 1. Search for the stock you're interested in. 2. Visit the company page. 3. Tap on "Set Alert" and input the conditions for the alert, such as selecting a trigger like the Last Traded Price and setting the price at which you want to be notified. 4. You can also set alerts for BSE by selecting Yes or No. To access your alerts, go to More > MY Alerts. In the "Price Alerts" section, under the "Conditions" tab, you can set specific triggers and conditions for your price alerts. You can manually enter the price at which you want the alert to be triggered and the date on which you want to be notified. Once an alert is triggered, it will appear in the "Matched" section, where you can view all alerts that have been triggered.

In the Market Overview section, you can access detailed information about various market categories. These categories include: - Top gainers - Top losers - Activities based on value - Activities based on volume - Top gainers by OI% (Open Interest %) - Top losers by OI% - OI spurts (significant increase in Open Interest) You can also apply filters based on different exchanges like NSE and BSE, as well as segments including equity, derivative, commodity, currency, Indian indices, and global indices. This section provides a comprehensive view of trading and investing activities across major global indices, allowing you to gain insights into the world economy and make informed decisions.

What does the Ledger report show, and how can I distinguish between Debit and Credit entries?

**Question:** How can I access detailed Reports of my trades and financial summaries on the platform? **Answer:** To access detailed Reports of your trades and financial summaries on the platform, you can go to the bottom tab and click on "More" followed by "Reports". There, you will find the following sections: **P&L Report:** The Profit & Loss report displays your net P&L for trades. By default, it shows all trades taken during the current accounting year along with expenses. The report includes Total Realized P&L and Total Unrealized P&L at the bottom strip. You can filter the report using Exchange, From Date, and To Date options. Additionally, you can search for specific details and download the report in PDF format or send it to your registered email. **Ledger:** The Ledger report resembles a typical account ledger, with Debit and Credit columns for the current FY year. Debit entries, representing sums owed, are displayed in red with negative values, while Credit entries, representing sums received, are shown in green with positive values. The report also shows the total closing balance at the bottom strip. Similar to the P&L report, you can filter, search, download in PDF format, and send this report via email. Moreover, you can access a detailed report by tapping on the top right corner for more actions such as sharing, saving, or emailing for future reference. **Back Office:** For more intricate and customized reports, a complete back-end panel named "Reports" is available. This panel allows you to view detailed reports and extract customized data as per your requirements. Login details for this panel are provided post-registration completion.

Watchlists are a handy feature that allows you to save your preferred stocks for easier and faster trading or investment decisions. You can access the Watchlist by selecting it from the bottom tab on the app. When creating a new Watchlist, you can add up to 5 lists, each capable of holding 50 stocks. To add stocks to an empty Watchlist, use the "Search & Add" button, which will guide you to search for the desired stock and add it to your list. Once you have stocks in your Watchlist, you can utilize the Searchbox in each individual Watchlist to easily find specific stocks by typing their initials. Additionally, the Searchbox is equipped with a FILTER feature that allows you to refine your search by choosing the Exchange or sorting the stocks alphabetically or by percentage change. To customize your Watchlist further, you can rearrange the order of stocks, rename the Watchlist, and delete unwanted stocks. Simply long-press on a stock to enter editing mode, where you can rename it, drag it to a new position on the list, or remove it by using the Trash icon. Remember to save your changes to keep your Watchlist organized. To switch between Watchlists, you can either press the individual button for each list or swipe left on the app. This way, you can manage multiple Watchlists with ease.

What features are available in the Futures Section for viewing future prices on the Choice platform?

To find a specific company or ETF on the Choice platform, you can follow these steps: 1. Using Search: - Type the first three letters of the company's name (e.g., ICICI) to see a list of affiliated companies/ETFs on NSE/BSE. - Choose your segment (Equity, Derivatives, Commodities, or Currency). - Select the specific company from the results drop-down to view its overview. - Add the company to your WatchList or set a price alert. 2. Scrip Page - Cash and F&O: - View detailed information about a company. - Search by typing the first 3 letters of the company name and selecting it for the overview. 3. Overview Section: - Provides essential details like OPEN, HIGH, LOW, CLOSE. - Click (i) for more details like PRICE TICK, MARKET LOT, CIRCUIT RANGE, etc. - Market Depth shows BID and ASK numbers with quantities. 4. Technical Section: - View Technical data and use the CHART tool for analysis. 5. Pivot Points: - Shows RESISTANCE and SUPPORT levels. - Displays numbers for DAILY assessment by default, switch timeframes if needed. 6. Futures Section: - Displays future prices for near term, mid term, and far term. 7. Recent News: - Displays news related to the company from various sources. 8. Scrip Page - Derivatives (F&O): - Search for company and view open Call/Put contracts. - Select a contract and view the Option Chain. - Buy/Sell contracts and execute orders. These steps will help you navigate and use the features available on the Choice platform effectively.

To set price alerts for individual stocks, you have the option to set unlimited alerts, which are divided into "Pending" and "Matched" sections. To set a price alert, you can follow these steps: 1. Search for the stock you're interested in. 2. Visit the company page. 3. Tap on "Set Alert" and input the conditions for the alert, such as selecting a trigger like the Last Traded Price and setting the price at which you want to be notified. 4. You can also set alerts for BSE by selecting Yes or No. To access your alerts, go to More > MY Alerts. In the "Price Alerts" section, under the "Conditions" tab, you can set specific triggers and conditions for your price alerts. You can manually enter the price at which you want the alert to be triggered and the date on which you want to be notified. Once an alert is triggered, it will appear in the "Matched" section, where you can view all alerts that have been triggered.

What features does the Searchbox in each individual Watchlist offer for finding specific stocks?

Watchlists are a handy feature that allows you to save your preferred stocks for easier and faster trading or investment decisions. You can access the Watchlist by selecting it from the bottom tab on the app. When creating a new Watchlist, you can add up to 5 lists, each capable of holding 50 stocks. To add stocks to an empty Watchlist, use the "Search & Add" button, which will guide you to search for the desired stock and add it to your list. Once you have stocks in your Watchlist, you can utilize the Searchbox in each individual Watchlist to easily find specific stocks by typing their initials. Additionally, the Searchbox is equipped with a FILTER feature that allows you to refine your search by choosing the Exchange or sorting the stocks alphabetically or by percentage change. To customize your Watchlist further, you can rearrange the order of stocks, rename the Watchlist, and delete unwanted stocks. Simply long-press on a stock to enter editing mode, where you can rename it, drag it to a new position on the list, or remove it by using the Trash icon. Remember to save your changes to keep your Watchlist organized. To switch between Watchlists, you can either press the individual button for each list or swipe left on the app. This way, you can manage multiple Watchlists with ease.

The Portfolio section on the app displays all your trading and investment activity. To access it, simply tap on the PORTFOLIO tab located at the bottom of the screen. Within the Portfolio section, you will find separate tabs for Stocks, Mutual Funds, and Baskets. Here, you can view important information such as the current value and invested value of your holdings, along with the day's profit or loss and the overall profit or loss. It's a great way to keep track of how your investments are performing in one convenient location.

How can I set price alerts for individual stocks on the platform?

To set price alerts for individual stocks, you have the option to set unlimited alerts, which are divided into "Pending" and "Matched" sections. To set a price alert, you can follow these steps: 1. Search for the stock you're interested in. 2. Visit the company page. 3. Tap on "Set Alert" and input the conditions for the alert, such as selecting a trigger like the Last Traded Price and setting the price at which you want to be notified. 4. You can also set alerts for BSE by selecting Yes or No. To access your alerts, go to More > MY Alerts. In the "Price Alerts" section, under the "Conditions" tab, you can set specific triggers and conditions for your price alerts. You can manually enter the price at which you want the alert to be triggered and the date on which you want to be notified. Once an alert is triggered, it will appear in the "Matched" section, where you can view all alerts that have been triggered.

Once you have completed your onboarding, you will receive a Unique Client ID (trading code). The time it takes for you to start trading will depend on whether you are KYC verified or not. If you are KYC verified: - If your account status is "Yes," you will need to verify, download, print, sign, and courier the pre-filled forms sent to your registered email address. - Your account will be active within 7 working hours from the time we receive your documents. - If your account status is "No," you will follow the same process, and your account will be active within 7 working days from the time we receive your documents. You will receive important emails regarding your account: 1. Pending Documents Email: This email will inform you of any required documents and the time it will take for you to start trading. 2. Login Credential Email: You will receive your Client ID and a system-generated password to log in for the first time. 3. Welcome Email: This email will contain essential information like your Client ID, relevant documents, and back office login details. If you don't receive these emails, contact us at care@choiceindia.com or call us at (+91) 88-2424-2424 with the subject "activate your account."

How can you add stocks to an empty Watchlist?

Watchlists are a handy feature that allows you to save your preferred stocks for easier and faster trading or investment decisions. You can access the Watchlist by selecting it from the bottom tab on the app. When creating a new Watchlist, you can add up to 5 lists, each capable of holding 50 stocks. To add stocks to an empty Watchlist, use the "Search & Add" button, which will guide you to search for the desired stock and add it to your list. Once you have stocks in your Watchlist, you can utilize the Searchbox in each individual Watchlist to easily find specific stocks by typing their initials. Additionally, the Searchbox is equipped with a FILTER feature that allows you to refine your search by choosing the Exchange or sorting the stocks alphabetically or by percentage change. To customize your Watchlist further, you can rearrange the order of stocks, rename the Watchlist, and delete unwanted stocks. Simply long-press on a stock to enter editing mode, where you can rename it, drag it to a new position on the list, or remove it by using the Trash icon. Remember to save your changes to keep your Watchlist organized. To switch between Watchlists, you can either press the individual button for each list or swipe left on the app. This way, you can manage multiple Watchlists with ease.

The advanced real-time charts feature allows users to analyze stock prices in-depth with various chart types and tick data. To access the advanced charting tools, tap on the icon located in the right corner of the chart. The chart will open in portrait mode, and you can customize the view using the following features: - **Time Interval:** The default interval is 15 minutes, but users can select intervals ranging from 1 minute to 1 month. - **Chart Type:** Choose from candle, colored line, or other types to personalize the view. - **Study Tools:** Add studies like Simple Moving Averages (SMA) and Volume Weighted Average Price (VWAP) for better trading decisions. - **Buy/Sell Calls:** Users can directly initiate buy or sell calls from the chart, taking them to the ordering section. - **Native Phone Features:** Utilize features like pinch to zoom in/out and swipe left or right for navigation. - **Cross-Sectional Line:** A dynamic line that helps in understanding pricing, enabling users to view prices by moving the line over the chart. - **Drawing Tools:** Easily accessible tools like measure, fib retracements, lines, and channels for technical analysis. - **Marker:** View key information like open, high, low, close, and volume of a specific candle at a particular time. - **Horizontal View:** Option to view the chart horizontally for a better perspective. - **Full-Screen Mode:** Users can opt for a full-screen view for a more detailed analysis. These features provide users with comprehensive tools for advanced chart analysis and trading decisions.

What is the process to access the different message sections in the Message Hub?

**Question:** How can I access detailed Reports of my trades and financial summaries on the platform? **Answer:** To access detailed Reports of your trades and financial summaries on the platform, you can go to the bottom tab and click on "More" followed by "Reports". There, you will find the following sections: **P&L Report:** The Profit & Loss report displays your net P&L for trades. By default, it shows all trades taken during the current accounting year along with expenses. The report includes Total Realized P&L and Total Unrealized P&L at the bottom strip. You can filter the report using Exchange, From Date, and To Date options. Additionally, you can search for specific details and download the report in PDF format or send it to your registered email. **Ledger:** The Ledger report resembles a typical account ledger, with Debit and Credit columns for the current FY year. Debit entries, representing sums owed, are displayed in red with negative values, while Credit entries, representing sums received, are shown in green with positive values. The report also shows the total closing balance at the bottom strip. Similar to the P&L report, you can filter, search, download in PDF format, and send this report via email. Moreover, you can access a detailed report by tapping on the top right corner for more actions such as sharing, saving, or emailing for future reference. **Back Office:** For more intricate and customized reports, a complete back-end panel named "Reports" is available. This panel allows you to view detailed reports and extract customized data as per your requirements. Login details for this panel are provided post-registration completion.

Watchlists are a handy feature that allows you to save your preferred stocks for easier and faster trading or investment decisions. You can access the Watchlist by selecting it from the bottom tab on the app. When creating a new Watchlist, you can add up to 5 lists, each capable of holding 50 stocks. To add stocks to an empty Watchlist, use the "Search & Add" button, which will guide you to search for the desired stock and add it to your list. Once you have stocks in your Watchlist, you can utilize the Searchbox in each individual Watchlist to easily find specific stocks by typing their initials. Additionally, the Searchbox is equipped with a FILTER feature that allows you to refine your search by choosing the Exchange or sorting the stocks alphabetically or by percentage change. To customize your Watchlist further, you can rearrange the order of stocks, rename the Watchlist, and delete unwanted stocks. Simply long-press on a stock to enter editing mode, where you can rename it, drag it to a new position on the list, or remove it by using the Trash icon. Remember to save your changes to keep your Watchlist organized. To switch between Watchlists, you can either press the individual button for each list or swipe left on the app. This way, you can manage multiple Watchlists with ease.

What features does the Searchbox in each individual Watchlist offer for finding specific stocks?

Watchlists are a handy feature that allows you to save your preferred stocks for easier and faster trading or investment decisions. You can access the Watchlist by selecting it from the bottom tab on the app. When creating a new Watchlist, you can add up to 5 lists, each capable of holding 50 stocks. To add stocks to an empty Watchlist, use the "Search & Add" button, which will guide you to search for the desired stock and add it to your list. Once you have stocks in your Watchlist, you can utilize the Searchbox in each individual Watchlist to easily find specific stocks by typing their initials. Additionally, the Searchbox is equipped with a FILTER feature that allows you to refine your search by choosing the Exchange or sorting the stocks alphabetically or by percentage change. To customize your Watchlist further, you can rearrange the order of stocks, rename the Watchlist, and delete unwanted stocks. Simply long-press on a stock to enter editing mode, where you can rename it, drag it to a new position on the list, or remove it by using the Trash icon. Remember to save your changes to keep your Watchlist organized. To switch between Watchlists, you can either press the individual button for each list or swipe left on the app. This way, you can manage multiple Watchlists with ease.

In the Market Overview section, you can access detailed information about various market categories. These categories include: - Top gainers - Top losers - Activities based on value - Activities based on volume - Top gainers by OI% (Open Interest %) - Top losers by OI% - OI spurts (significant increase in Open Interest) You can also apply filters based on different exchanges like NSE and BSE, as well as segments including equity, derivative, commodity, currency, Indian indices, and global indices. This section provides a comprehensive view of trading and investing activities across major global indices, allowing you to gain insights into the world economy and make informed decisions.

Which segments can I choose for trading after creating an account on the Choice App?

In the Market Overview section, you can access detailed information about various market categories. These categories include: - Top gainers - Top losers - Activities based on value - Activities based on volume - Top gainers by OI% (Open Interest %) - Top losers by OI% - OI spurts (significant increase in Open Interest) You can also apply filters based on different exchanges like NSE and BSE, as well as segments including equity, derivative, commodity, currency, Indian indices, and global indices. This section provides a comprehensive view of trading and investing activities across major global indices, allowing you to gain insights into the world economy and make informed decisions.

Sign In Process: **First Time Login:** 1. Enter your Client ID and the system-generated password provided. 2. Create a new password that is alphanumeric (6-12 characters) with special characters. 3. Confirm the new password. 4. Set a new PIN (4-6 digits). 5. Proceed to your account by clicking on the Next Button. **Existing User Login:** 1. Enter your Client ID, Password, and PIN that you have set. 2. **Activating Fingerprint/Face ID:** 1. After entering Client ID and Password, enter the PIN. 2. Choose to enable Fingerprint/Face ID authentication (available for certain devices). 3. Next time, use Fingerprint/Face ID instead of the PIN to log in. **Forgot Password:** 1. Click on 'Forgot Password' on the Login Page and provide Client ID or PAN. 2. Receive a system-generated password on your registered Email or Mobile Number. 3. Create a new password with special characters as instructed and confirm it. **Forgot PIN:** 1. On the Login Page, click 'Forgot PIN' and receive a system-generated PIN. 2. Create a new PIN and confirm it. **Changing Password:** 1. Go to Menu > My Profile > Change Password. 2. Enter Current Password, new password, and confirm. 3. Click on Change Password. **Changing PIN:** 1. Go to Menu > My Profile > Change PIN. 2. Enter Current PIN, new PIN, and confirm. 3. Click on Change PIN. **Account Locked Due to Incorrect Password:** 1. If your account is locked, tap 'Forgot Password' and follow the instructions to unlock it.

How can a user activate Fingerprint/Face ID authentication on the platform?

Sign In Process: **First Time Login:** 1. Enter your Client ID and the system-generated password provided. 2. Create a new password that is alphanumeric (6-12 characters) with special characters. 3. Confirm the new password. 4. Set a new PIN (4-6 digits). 5. Proceed to your account by clicking on the Next Button. **Existing User Login:** 1. Enter your Client ID, Password, and PIN that you have set. 2. **Activating Fingerprint/Face ID:** 1. After entering Client ID and Password, enter the PIN. 2. Choose to enable Fingerprint/Face ID authentication (available for certain devices). 3. Next time, use Fingerprint/Face ID instead of the PIN to log in. **Forgot Password:** 1. Click on 'Forgot Password' on the Login Page and provide Client ID or PAN. 2. Receive a system-generated password on your registered Email or Mobile Number. 3. Create a new password with special characters as instructed and confirm it. **Forgot PIN:** 1. On the Login Page, click 'Forgot PIN' and receive a system-generated PIN. 2. Create a new PIN and confirm it. **Changing Password:** 1. Go to Menu > My Profile > Change Password. 2. Enter Current Password, new password, and confirm. 3. Click on Change Password. **Changing PIN:** 1. Go to Menu > My Profile > Change PIN. 2. Enter Current PIN, new PIN, and confirm. 3. Click on Change PIN. **Account Locked Due to Incorrect Password:** 1. If your account is locked, tap 'Forgot Password' and follow the instructions to unlock it.

### More>Message Hub **FAQ:** Where can I find the different message sections in this section? **Answer:** To access the various message sections, navigate to More and then click on Message Hub. This section contains all the different message sections available for you to view and interact with.

What steps should I follow to switch to the Dark Theme in Choice?

Preferences To access your Preferences in Choice and customize how you view and use key features, follow these steps: 1. Open your account and tap on "More." 2. Select "My Preferences." Dark Theme: Enjoy our sleek Dark Theme by selecting the very first option in the menu labeled "DARK THEME." To switch back to the default Light Theme, open the menu and select the Light Theme option. --- **Cleaned Answer:** In the Preferences section of Choice, you can adjust how you view and utilize key features. To do this, open your account and tap on "More," then select "My Preferences." Switch to the Dark Theme by choosing the first option labeled "DARK THEME" in the menu. To go back to the default Light Theme, open the menu and select the Light Theme option.

Once you have completed your onboarding, you will receive a Unique Client ID (trading code). The time it takes for you to start trading will depend on whether you are KYC verified or not. If you are KYC verified: - If your account status is "Yes," you will need to verify, download, print, sign, and courier the pre-filled forms sent to your registered email address. - Your account will be active within 7 working hours from the time we receive your documents. - If your account status is "No," you will follow the same process, and your account will be active within 7 working days from the time we receive your documents. You will receive important emails regarding your account: 1. Pending Documents Email: This email will inform you of any required documents and the time it will take for you to start trading. 2. Login Credential Email: You will receive your Client ID and a system-generated password to log in for the first time. 3. Welcome Email: This email will contain essential information like your Client ID, relevant documents, and back office login details. If you don't receive these emails, contact us at care@choiceindia.com or call us at (+91) 88-2424-2424 with the subject "activate your account."

How can I switch positions from Intraday to Delivery or vice versa?

**Position Section:** Under the Positions Tab, you can view the current value and overall gain/loss of your positions, including Futures & Options and cash/equity orders executed on the same day. - **LIST:** This section displays your invested value compared to the current value, which changes with market movements. It also shows your overall profit/loss. You can easily see this information at a glance. - **SEARCH:** Here, you can search for specific trades you entered or exited. You can filter your trades based on options like ALL, INTRADAY, TODAY, POSITION, ALPHABETICALLY, P&L, P&L%, and Quantity. - **CONVERT POSITION:** You can switch your positions from Intraday to Delivery or vice versa by selecting the Convert Position option. - **SCRIP INFO:** Clicking here will take you to a page dedicated to the scrip. You can also initiate new trades from this section. - **DETAILS:** This shows trade details for a particular scrip. By clicking on the "VIEW TRADES" hyperlink, you can see all trades you've made for that scrip. - **BUY/SELL:** This option allows you to place orders to enter or exit trades. **Orders Section:** This section displays Intraday trades and delivery orders, categorized as PENDING, EXECUTED, TRADES, and OTHERS. 1. **Pending:** Shows orders that were not executed, partially executed, or rejected. You can edit these orders by tapping on them. 2. **Executed:** Lists all orders that were successfully executed, providing details such as INTRADAY, Last Traded Price (LTP), Market Closing Price, lots, and time. You can view trade details and history by clicking on the "VIEW TRADES" hyperlink. 3. **Trades:** Displays the list of executed trades, especially for those trades that were completed in multiple steps. 4. **Others:** Lists rejected trades along with reasons and additional details.

### More>Message Hub **FAQ:** Where can I find the different message sections in this section? **Answer:** To access the various message sections, navigate to More and then click on Message Hub. This section contains all the different message sections available for you to view and interact with.

How can users change the time interval when analyzing stock prices using the advanced charting tools?

The advanced real-time charts feature allows users to analyze stock prices in-depth with various chart types and tick data. To access the advanced charting tools, tap on the icon located in the right corner of the chart. The chart will open in portrait mode, and you can customize the view using the following features: - **Time Interval:** The default interval is 15 minutes, but users can select intervals ranging from 1 minute to 1 month. - **Chart Type:** Choose from candle, colored line, or other types to personalize the view. - **Study Tools:** Add studies like Simple Moving Averages (SMA) and Volume Weighted Average Price (VWAP) for better trading decisions. - **Buy/Sell Calls:** Users can directly initiate buy or sell calls from the chart, taking them to the ordering section. - **Native Phone Features:** Utilize features like pinch to zoom in/out and swipe left or right for navigation. - **Cross-Sectional Line:** A dynamic line that helps in understanding pricing, enabling users to view prices by moving the line over the chart. - **Drawing Tools:** Easily accessible tools like measure, fib retracements, lines, and channels for technical analysis. - **Marker:** View key information like open, high, low, close, and volume of a specific candle at a particular time. - **Horizontal View:** Option to view the chart horizontally for a better perspective. - **Full-Screen Mode:** Users can opt for a full-screen view for a more detailed analysis. These features provide users with comprehensive tools for advanced chart analysis and trading decisions.

The Portfolio section on the app displays all your trading and investment activity. To access it, simply tap on the PORTFOLIO tab located at the bottom of the screen. Within the Portfolio section, you will find separate tabs for Stocks, Mutual Funds, and Baskets. Here, you can view important information such as the current value and invested value of your holdings, along with the day's profit or loss and the overall profit or loss. It's a great way to keep track of how your investments are performing in one convenient location.

Which navigation steps lead to accessing the Message Hub on the platform?

### More>Message Hub **FAQ:** Where can I find the different message sections in this section? **Answer:** To access the various message sections, navigate to More and then click on Message Hub. This section contains all the different message sections available for you to view and interact with.

The Portfolio section on the app displays all your trading and investment activity. To access it, simply tap on the PORTFOLIO tab located at the bottom of the screen. Within the Portfolio section, you will find separate tabs for Stocks, Mutual Funds, and Baskets. Here, you can view important information such as the current value and invested value of your holdings, along with the day's profit or loss and the overall profit or loss. It's a great way to keep track of how your investments are performing in one convenient location.

What is the process to access the different message sections in the Message Hub?

In the Market Overview section, you can access detailed information about various market categories. These categories include: - Top gainers - Top losers - Activities based on value - Activities based on volume - Top gainers by OI% (Open Interest %) - Top losers by OI% - OI spurts (significant increase in Open Interest) You can also apply filters based on different exchanges like NSE and BSE, as well as segments including equity, derivative, commodity, currency, Indian indices, and global indices. This section provides a comprehensive view of trading and investing activities across major global indices, allowing you to gain insights into the world economy and make informed decisions.

**Position Section:** Under the Positions Tab, you can view the current value and overall gain/loss of your positions, including Futures & Options and cash/equity orders executed on the same day. - **LIST:** This section displays your invested value compared to the current value, which changes with market movements. It also shows your overall profit/loss. You can easily see this information at a glance. - **SEARCH:** Here, you can search for specific trades you entered or exited. You can filter your trades based on options like ALL, INTRADAY, TODAY, POSITION, ALPHABETICALLY, P&L, P&L%, and Quantity. - **CONVERT POSITION:** You can switch your positions from Intraday to Delivery or vice versa by selecting the Convert Position option. - **SCRIP INFO:** Clicking here will take you to a page dedicated to the scrip. You can also initiate new trades from this section. - **DETAILS:** This shows trade details for a particular scrip. By clicking on the "VIEW TRADES" hyperlink, you can see all trades you've made for that scrip. - **BUY/SELL:** This option allows you to place orders to enter or exit trades. **Orders Section:** This section displays Intraday trades and delivery orders, categorized as PENDING, EXECUTED, TRADES, and OTHERS. 1. **Pending:** Shows orders that were not executed, partially executed, or rejected. You can edit these orders by tapping on them. 2. **Executed:** Lists all orders that were successfully executed, providing details such as INTRADAY, Last Traded Price (LTP), Market Closing Price, lots, and time. You can view trade details and history by clicking on the "VIEW TRADES" hyperlink. 3. **Trades:** Displays the list of executed trades, especially for those trades that were completed in multiple steps. 4. **Others:** Lists rejected trades along with reasons and additional details.

How can one withdraw funds from the platform?

**Fund Related Information** To access your Funds information, go to Menu -> Funds. In this section, you will find the following details at a glance: 1. Ledger Balance: Your current balance 2. Today’s Balance: Balance as of today 3. Today’s Pay-In: Deposits made today 4. Today’s Payout: Withdrawals made today 5. DP Charges: Depository charges 6. CFS (Credit for Sell): Benefits from selling holdings today 7. Future Bill Cr/Dr: Unsettled bill amount 8. Margin Against Assets: Loan value against your assets 9. Early Pay-In: 80% of selling holding value given on T+1 10. Margin Against Holding: Margin received from pledged stocks, MF, etc. 11. Margin Utilized: Total utilized margin 12. Available for Trading: Funds available for trading **How to Deposit or Withdraw Funds** 1. **Deposit:** - Enter amount, select UPI or Net Banking, enter UPI ID, select bank, tap DEPOSIT. 2. **For NEFT or RTGS:** - Click 'Do you want to opt for NEFT/RTGS?', follow instructions for transfer. - Send deposit details to b.accounts@choiceindia.com for tracking. 3. **Withdraw:** - Enter amount, select bank, tap WITHDRAW. - You will receive an SMS and email confirmation. Amount will be credited in T+2 days.

To create an account on the Choice App for both Android and iOS devices, follow these steps: 1. Click on 'Create Account' on the Login Page. 2. Enter your Name, Mobile Number, City (mandatory), Email ID, and Referral ID (if applicable). Submit the details. 3. Verify the OTP sent to your registered mobile number. 4. Prepare soft copies of the following documents: Address Proof, PAN Card, Cancelled Cheque, Photograph, Signature on a White Paper, and Income Proof. 5. Enter your PAN number and Date of Birth, then proceed to the next step. 6. Upload a picture of your PAN Card and provide your Email ID, Mobile Number, Date of Birth, PAN number, and optional Aadhaar Number. 7. Fill in your Full Name, Father's Name, Mother’s Name, Aadhaar Number, Birthplace, Gender, Marital Status, political party affiliation, and nominee details if applicable. 8. Enter your address details if not automatically fetched. 9. Provide economic details like Income Slab, Occupation, Educational Qualification, and Previous Trading Experience. 10. Upload an image of your Cancelled Cheque/Passbook and enter your Bank Account details. 11. Choose the trading segment you are interested in: Equity/Derivatives, Currency, or Commodities. 12. For In-Person Verification, write down the OTP on a white paper, take a selfie holding the paper, and upload it. 13. Upload necessary KYC documents like Income Proof, Aadhaar card, Photograph, and a signed White Paper. 14. Choose eSign if preferred or courier physical documents. 15. Share feedback after registration to receive further instructions. 16. You're all set! You will be redirected to the Choice Login Page for trading.

What details can I view under the Orders Section on the platform?

**Fund Related Information** To access your Funds information, go to Menu -> Funds. In this section, you will find the following details at a glance: 1. Ledger Balance: Your current balance 2. Today’s Balance: Balance as of today 3. Today’s Pay-In: Deposits made today 4. Today’s Payout: Withdrawals made today 5. DP Charges: Depository charges 6. CFS (Credit for Sell): Benefits from selling holdings today 7. Future Bill Cr/Dr: Unsettled bill amount 8. Margin Against Assets: Loan value against your assets 9. Early Pay-In: 80% of selling holding value given on T+1 10. Margin Against Holding: Margin received from pledged stocks, MF, etc. 11. Margin Utilized: Total utilized margin 12. Available for Trading: Funds available for trading **How to Deposit or Withdraw Funds** 1. **Deposit:** - Enter amount, select UPI or Net Banking, enter UPI ID, select bank, tap DEPOSIT. 2. **For NEFT or RTGS:** - Click 'Do you want to opt for NEFT/RTGS?', follow instructions for transfer. - Send deposit details to b.accounts@choiceindia.com for tracking. 3. **Withdraw:** - Enter amount, select bank, tap WITHDRAW. - You will receive an SMS and email confirmation. Amount will be credited in T+2 days.

Preferences To access your Preferences in Choice and customize how you view and use key features, follow these steps: 1. Open your account and tap on "More." 2. Select "My Preferences." Dark Theme: Enjoy our sleek Dark Theme by selecting the very first option in the menu labeled "DARK THEME." To switch back to the default Light Theme, open the menu and select the Light Theme option. --- **Cleaned Answer:** In the Preferences section of Choice, you can adjust how you view and utilize key features. To do this, open your account and tap on "More," then select "My Preferences." Switch to the Dark Theme by choosing the first option labeled "DARK THEME" in the menu. To go back to the default Light Theme, open the menu and select the Light Theme option.

What type of analysis does the Technical Research section provide for investors?

The advanced real-time charts feature allows users to analyze stock prices in-depth with various chart types and tick data. To access the advanced charting tools, tap on the icon located in the right corner of the chart. The chart will open in portrait mode, and you can customize the view using the following features: - **Time Interval:** The default interval is 15 minutes, but users can select intervals ranging from 1 minute to 1 month. - **Chart Type:** Choose from candle, colored line, or other types to personalize the view. - **Study Tools:** Add studies like Simple Moving Averages (SMA) and Volume Weighted Average Price (VWAP) for better trading decisions. - **Buy/Sell Calls:** Users can directly initiate buy or sell calls from the chart, taking them to the ordering section. - **Native Phone Features:** Utilize features like pinch to zoom in/out and swipe left or right for navigation. - **Cross-Sectional Line:** A dynamic line that helps in understanding pricing, enabling users to view prices by moving the line over the chart. - **Drawing Tools:** Easily accessible tools like measure, fib retracements, lines, and channels for technical analysis. - **Marker:** View key information like open, high, low, close, and volume of a specific candle at a particular time. - **Horizontal View:** Option to view the chart horizontally for a better perspective. - **Full-Screen Mode:** Users can opt for a full-screen view for a more detailed analysis. These features provide users with comprehensive tools for advanced chart analysis and trading decisions.

In the Market Overview section, you can access detailed information about various market categories. These categories include: - Top gainers - Top losers - Activities based on value - Activities based on volume - Top gainers by OI% (Open Interest %) - Top losers by OI% - OI spurts (significant increase in Open Interest) You can also apply filters based on different exchanges like NSE and BSE, as well as segments including equity, derivative, commodity, currency, Indian indices, and global indices. This section provides a comprehensive view of trading and investing activities across major global indices, allowing you to gain insights into the world economy and make informed decisions.

How can you customize your Watchlist by rearranging stocks, renaming lists, and deleting unwanted stocks?

Watchlists are a handy feature that allows you to save your preferred stocks for easier and faster trading or investment decisions. You can access the Watchlist by selecting it from the bottom tab on the app. When creating a new Watchlist, you can add up to 5 lists, each capable of holding 50 stocks. To add stocks to an empty Watchlist, use the "Search & Add" button, which will guide you to search for the desired stock and add it to your list. Once you have stocks in your Watchlist, you can utilize the Searchbox in each individual Watchlist to easily find specific stocks by typing their initials. Additionally, the Searchbox is equipped with a FILTER feature that allows you to refine your search by choosing the Exchange or sorting the stocks alphabetically or by percentage change. To customize your Watchlist further, you can rearrange the order of stocks, rename the Watchlist, and delete unwanted stocks. Simply long-press on a stock to enter editing mode, where you can rename it, drag it to a new position on the list, or remove it by using the Trash icon. Remember to save your changes to keep your Watchlist organized. To switch between Watchlists, you can either press the individual button for each list or swipe left on the app. This way, you can manage multiple Watchlists with ease.

To set price alerts for individual stocks, you have the option to set unlimited alerts, which are divided into "Pending" and "Matched" sections. To set a price alert, you can follow these steps: 1. Search for the stock you're interested in. 2. Visit the company page. 3. Tap on "Set Alert" and input the conditions for the alert, such as selecting a trigger like the Last Traded Price and setting the price at which you want to be notified. 4. You can also set alerts for BSE by selecting Yes or No. To access your alerts, go to More > MY Alerts. In the "Price Alerts" section, under the "Conditions" tab, you can set specific triggers and conditions for your price alerts. You can manually enter the price at which you want the alert to be triggered and the date on which you want to be notified. Once an alert is triggered, it will appear in the "Matched" section, where you can view all alerts that have been triggered.

What features does the Searchbox in each individual Watchlist offer for finding specific stocks?

To find a specific company or ETF on the Choice platform, you can follow these steps: 1. Using Search: - Type the first three letters of the company's name (e.g., ICICI) to see a list of affiliated companies/ETFs on NSE/BSE. - Choose your segment (Equity, Derivatives, Commodities, or Currency). - Select the specific company from the results drop-down to view its overview. - Add the company to your WatchList or set a price alert. 2. Scrip Page - Cash and F&O: - View detailed information about a company. - Search by typing the first 3 letters of the company name and selecting it for the overview. 3. Overview Section: - Provides essential details like OPEN, HIGH, LOW, CLOSE. - Click (i) for more details like PRICE TICK, MARKET LOT, CIRCUIT RANGE, etc. - Market Depth shows BID and ASK numbers with quantities. 4. Technical Section: - View Technical data and use the CHART tool for analysis. 5. Pivot Points: - Shows RESISTANCE and SUPPORT levels. - Displays numbers for DAILY assessment by default, switch timeframes if needed. 6. Futures Section: - Displays future prices for near term, mid term, and far term. 7. Recent News: - Displays news related to the company from various sources. 8. Scrip Page - Derivatives (F&O): - Search for company and view open Call/Put contracts. - Select a contract and view the Option Chain. - Buy/Sell contracts and execute orders. These steps will help you navigate and use the features available on the Choice platform effectively.

**Fund Related Information** To access your Funds information, go to Menu -> Funds. In this section, you will find the following details at a glance: 1. Ledger Balance: Your current balance 2. Today’s Balance: Balance as of today 3. Today’s Pay-In: Deposits made today 4. Today’s Payout: Withdrawals made today 5. DP Charges: Depository charges 6. CFS (Credit for Sell): Benefits from selling holdings today 7. Future Bill Cr/Dr: Unsettled bill amount 8. Margin Against Assets: Loan value against your assets 9. Early Pay-In: 80% of selling holding value given on T+1 10. Margin Against Holding: Margin received from pledged stocks, MF, etc. 11. Margin Utilized: Total utilized margin 12. Available for Trading: Funds available for trading **How to Deposit or Withdraw Funds** 1. **Deposit:** - Enter amount, select UPI or Net Banking, enter UPI ID, select bank, tap DEPOSIT. 2. **For NEFT or RTGS:** - Click 'Do you want to opt for NEFT/RTGS?', follow instructions for transfer. - Send deposit details to b.accounts@choiceindia.com for tracking. 3. **Withdraw:** - Enter amount, select bank, tap WITHDRAW. - You will receive an SMS and email confirmation. Amount will be credited in T+2 days.

What are the steps involved for a KYC verified client with an account status of "Yes" to activate their trading account?

Sign In Process: **First Time Login:** 1. Enter your Client ID and the system-generated password provided. 2. Create a new password that is alphanumeric (6-12 characters) with special characters. 3. Confirm the new password. 4. Set a new PIN (4-6 digits). 5. Proceed to your account by clicking on the Next Button. **Existing User Login:** 1. Enter your Client ID, Password, and PIN that you have set. 2. **Activating Fingerprint/Face ID:** 1. After entering Client ID and Password, enter the PIN. 2. Choose to enable Fingerprint/Face ID authentication (available for certain devices). 3. Next time, use Fingerprint/Face ID instead of the PIN to log in. **Forgot Password:** 1. Click on 'Forgot Password' on the Login Page and provide Client ID or PAN. 2. Receive a system-generated password on your registered Email or Mobile Number. 3. Create a new password with special characters as instructed and confirm it. **Forgot PIN:** 1. On the Login Page, click 'Forgot PIN' and receive a system-generated PIN. 2. Create a new PIN and confirm it. **Changing Password:** 1. Go to Menu > My Profile > Change Password. 2. Enter Current Password, new password, and confirm. 3. Click on Change Password. **Changing PIN:** 1. Go to Menu > My Profile > Change PIN. 2. Enter Current PIN, new PIN, and confirm. 3. Click on Change PIN. **Account Locked Due to Incorrect Password:** 1. If your account is locked, tap 'Forgot Password' and follow the instructions to unlock it.

The advanced real-time charts feature allows users to analyze stock prices in-depth with various chart types and tick data. To access the advanced charting tools, tap on the icon located in the right corner of the chart. The chart will open in portrait mode, and you can customize the view using the following features: - **Time Interval:** The default interval is 15 minutes, but users can select intervals ranging from 1 minute to 1 month. - **Chart Type:** Choose from candle, colored line, or other types to personalize the view. - **Study Tools:** Add studies like Simple Moving Averages (SMA) and Volume Weighted Average Price (VWAP) for better trading decisions. - **Buy/Sell Calls:** Users can directly initiate buy or sell calls from the chart, taking them to the ordering section. - **Native Phone Features:** Utilize features like pinch to zoom in/out and swipe left or right for navigation. - **Cross-Sectional Line:** A dynamic line that helps in understanding pricing, enabling users to view prices by moving the line over the chart. - **Drawing Tools:** Easily accessible tools like measure, fib retracements, lines, and channels for technical analysis. - **Marker:** View key information like open, high, low, close, and volume of a specific candle at a particular time. - **Horizontal View:** Option to view the chart horizontally for a better perspective. - **Full-Screen Mode:** Users can opt for a full-screen view for a more detailed analysis. These features provide users with comprehensive tools for advanced chart analysis and trading decisions.

How can a user activate Fingerprint/Face ID authentication on the platform?

Sign In Process: **First Time Login:** 1. Enter your Client ID and the system-generated password provided. 2. Create a new password that is alphanumeric (6-12 characters) with special characters. 3. Confirm the new password. 4. Set a new PIN (4-6 digits). 5. Proceed to your account by clicking on the Next Button. **Existing User Login:** 1. Enter your Client ID, Password, and PIN that you have set. 2. **Activating Fingerprint/Face ID:** 1. After entering Client ID and Password, enter the PIN. 2. Choose to enable Fingerprint/Face ID authentication (available for certain devices). 3. Next time, use Fingerprint/Face ID instead of the PIN to log in. **Forgot Password:** 1. Click on 'Forgot Password' on the Login Page and provide Client ID or PAN. 2. Receive a system-generated password on your registered Email or Mobile Number. 3. Create a new password with special characters as instructed and confirm it. **Forgot PIN:** 1. On the Login Page, click 'Forgot PIN' and receive a system-generated PIN. 2. Create a new PIN and confirm it. **Changing Password:** 1. Go to Menu > My Profile > Change Password. 2. Enter Current Password, new password, and confirm. 3. Click on Change Password. **Changing PIN:** 1. Go to Menu > My Profile > Change PIN. 2. Enter Current PIN, new PIN, and confirm. 3. Click on Change PIN. **Account Locked Due to Incorrect Password:** 1. If your account is locked, tap 'Forgot Password' and follow the instructions to unlock it.

**IPO Listings:** **Open IPOs:** Here you can see the latest IPOs available for subscription. By clicking on an IPO's card, you can access options to view details, subscribe to the IPO, and share it. 1. **Details:** This section provides all relevant information about the IPO. You can subscribe by clicking the 'Subscribe' button at the bottom of the screen. 2. **How to apply for the IPO using UPI:** - Enter the number of lots you want to bid for. - Choose whether you want to bid at the cut-off price or enter your own price within the specified range. - The amount to be blocked will be displayed based on your bid. - Enter your UPI ID and select the VPA code. - Confirm your eligibility as a UPI bidder by checking the box and click 'Subscribe'. - Once you submit your application, you will receive a mandate request on your UPI app, which you need to accept. - You will also receive an email and notification from the respective application to approve and proceed with the process. **IPO Transactions:** This section allows you to track the progress of your IPO bid. - **Payment Status:** - **Failed:** Indicates that your payment did not go through, and you need to re-initiate the transaction. - **Success:** Confirms that your bid application was successful and accepted. - **Pending:** Means the mandate is still in the approval process. - **DP Verification Status:** - **Failed:** Indicates a mismatch in your DP, which needs to be corrected. - **Pending:** Shows that the verification process is ongoing. - **Successful:** Confirms that the DP matches the SEBI records. - **IPO Application Status:** - **Subscribed:** Confirms a successful IPO subscription. - **Canceled:** Shows you have canceled the application. - **Modified:** Indicates changes made to the application. - **Failed:** Denotes an unsuccessful subscription requiring a re-initiation process. - **Modify IPO Application:** - Changes can be made only after the bidding window is closed. Successful modifications will be confirmed with a message. **Closed IPOs:** Lists IPOs that have concluded their subscription period, and no more modifications can be made. **Upcoming IPOs:** Displays all upcoming IPOs. **Note - IPO Allocation:** 1. **Successful IPO Allotment:** - Transfers allotted shares to your Demat Account upon successful allocation. - You will receive notifications via email, SMS, and from Exchange(NSE/BSE). - The bid amount blocked by the bank will be deducted. 2. **Unsuccessful IPO Allotment:** - If the allotment is unsuccessful, the blocked bid amount will be released. - Notifications will be sent via email and SMS.

What essential details are provided in the Overview Section for a company on the Choice platform?

In the Market Overview section, you can access detailed information about various market categories. These categories include: - Top gainers - Top losers - Activities based on value - Activities based on volume - Top gainers by OI% (Open Interest %) - Top losers by OI% - OI spurts (significant increase in Open Interest) You can also apply filters based on different exchanges like NSE and BSE, as well as segments including equity, derivative, commodity, currency, Indian indices, and global indices. This section provides a comprehensive view of trading and investing activities across major global indices, allowing you to gain insights into the world economy and make informed decisions.

To create an account on the Choice App for both Android and iOS devices, follow these steps: 1. Click on 'Create Account' on the Login Page. 2. Enter your Name, Mobile Number, City (mandatory), Email ID, and Referral ID (if applicable). Submit the details. 3. Verify the OTP sent to your registered mobile number. 4. Prepare soft copies of the following documents: Address Proof, PAN Card, Cancelled Cheque, Photograph, Signature on a White Paper, and Income Proof. 5. Enter your PAN number and Date of Birth, then proceed to the next step. 6. Upload a picture of your PAN Card and provide your Email ID, Mobile Number, Date of Birth, PAN number, and optional Aadhaar Number. 7. Fill in your Full Name, Father's Name, Mother’s Name, Aadhaar Number, Birthplace, Gender, Marital Status, political party affiliation, and nominee details if applicable. 8. Enter your address details if not automatically fetched. 9. Provide economic details like Income Slab, Occupation, Educational Qualification, and Previous Trading Experience. 10. Upload an image of your Cancelled Cheque/Passbook and enter your Bank Account details. 11. Choose the trading segment you are interested in: Equity/Derivatives, Currency, or Commodities. 12. For In-Person Verification, write down the OTP on a white paper, take a selfie holding the paper, and upload it. 13. Upload necessary KYC documents like Income Proof, Aadhaar card, Photograph, and a signed White Paper. 14. Choose eSign if preferred or courier physical documents. 15. Share feedback after registration to receive further instructions. 16. You're all set! You will be redirected to the Choice Login Page for trading.

What are the customization options available for users when accessing the advanced real-time charts feature?

The advanced real-time charts feature allows users to analyze stock prices in-depth with various chart types and tick data. To access the advanced charting tools, tap on the icon located in the right corner of the chart. The chart will open in portrait mode, and you can customize the view using the following features: - **Time Interval:** The default interval is 15 minutes, but users can select intervals ranging from 1 minute to 1 month. - **Chart Type:** Choose from candle, colored line, or other types to personalize the view. - **Study Tools:** Add studies like Simple Moving Averages (SMA) and Volume Weighted Average Price (VWAP) for better trading decisions. - **Buy/Sell Calls:** Users can directly initiate buy or sell calls from the chart, taking them to the ordering section. - **Native Phone Features:** Utilize features like pinch to zoom in/out and swipe left or right for navigation. - **Cross-Sectional Line:** A dynamic line that helps in understanding pricing, enabling users to view prices by moving the line over the chart. - **Drawing Tools:** Easily accessible tools like measure, fib retracements, lines, and channels for technical analysis. - **Marker:** View key information like open, high, low, close, and volume of a specific candle at a particular time. - **Horizontal View:** Option to view the chart horizontally for a better perspective. - **Full-Screen Mode:** Users can opt for a full-screen view for a more detailed analysis. These features provide users with comprehensive tools for advanced chart analysis and trading decisions.

To create an account on the Choice App for both Android and iOS devices, follow these steps: 1. Click on 'Create Account' on the Login Page. 2. Enter your Name, Mobile Number, City (mandatory), Email ID, and Referral ID (if applicable). Submit the details. 3. Verify the OTP sent to your registered mobile number. 4. Prepare soft copies of the following documents: Address Proof, PAN Card, Cancelled Cheque, Photograph, Signature on a White Paper, and Income Proof. 5. Enter your PAN number and Date of Birth, then proceed to the next step. 6. Upload a picture of your PAN Card and provide your Email ID, Mobile Number, Date of Birth, PAN number, and optional Aadhaar Number. 7. Fill in your Full Name, Father's Name, Mother’s Name, Aadhaar Number, Birthplace, Gender, Marital Status, political party affiliation, and nominee details if applicable. 8. Enter your address details if not automatically fetched. 9. Provide economic details like Income Slab, Occupation, Educational Qualification, and Previous Trading Experience. 10. Upload an image of your Cancelled Cheque/Passbook and enter your Bank Account details. 11. Choose the trading segment you are interested in: Equity/Derivatives, Currency, or Commodities. 12. For In-Person Verification, write down the OTP on a white paper, take a selfie holding the paper, and upload it. 13. Upload necessary KYC documents like Income Proof, Aadhaar card, Photograph, and a signed White Paper. 14. Choose eSign if preferred or courier physical documents. 15. Share feedback after registration to receive further instructions. 16. You're all set! You will be redirected to the Choice Login Page for trading.

How can you access the Watchlist feature on the stock broking platform?

Sign In Process: **First Time Login:** 1. Enter your Client ID and the system-generated password provided. 2. Create a new password that is alphanumeric (6-12 characters) with special characters. 3. Confirm the new password. 4. Set a new PIN (4-6 digits). 5. Proceed to your account by clicking on the Next Button. **Existing User Login:** 1. Enter your Client ID, Password, and PIN that you have set. 2. **Activating Fingerprint/Face ID:** 1. After entering Client ID and Password, enter the PIN. 2. Choose to enable Fingerprint/Face ID authentication (available for certain devices). 3. Next time, use Fingerprint/Face ID instead of the PIN to log in. **Forgot Password:** 1. Click on 'Forgot Password' on the Login Page and provide Client ID or PAN. 2. Receive a system-generated password on your registered Email or Mobile Number. 3. Create a new password with special characters as instructed and confirm it. **Forgot PIN:** 1. On the Login Page, click 'Forgot PIN' and receive a system-generated PIN. 2. Create a new PIN and confirm it. **Changing Password:** 1. Go to Menu > My Profile > Change Password. 2. Enter Current Password, new password, and confirm. 3. Click on Change Password. **Changing PIN:** 1. Go to Menu > My Profile > Change PIN. 2. Enter Current PIN, new PIN, and confirm. 3. Click on Change PIN. **Account Locked Due to Incorrect Password:** 1. If your account is locked, tap 'Forgot Password' and follow the instructions to unlock it.

To create an account on the Choice App for both Android and iOS devices, follow these steps: 1. Click on 'Create Account' on the Login Page. 2. Enter your Name, Mobile Number, City (mandatory), Email ID, and Referral ID (if applicable). Submit the details. 3. Verify the OTP sent to your registered mobile number. 4. Prepare soft copies of the following documents: Address Proof, PAN Card, Cancelled Cheque, Photograph, Signature on a White Paper, and Income Proof. 5. Enter your PAN number and Date of Birth, then proceed to the next step. 6. Upload a picture of your PAN Card and provide your Email ID, Mobile Number, Date of Birth, PAN number, and optional Aadhaar Number. 7. Fill in your Full Name, Father's Name, Mother’s Name, Aadhaar Number, Birthplace, Gender, Marital Status, political party affiliation, and nominee details if applicable. 8. Enter your address details if not automatically fetched. 9. Provide economic details like Income Slab, Occupation, Educational Qualification, and Previous Trading Experience. 10. Upload an image of your Cancelled Cheque/Passbook and enter your Bank Account details. 11. Choose the trading segment you are interested in: Equity/Derivatives, Currency, or Commodities. 12. For In-Person Verification, write down the OTP on a white paper, take a selfie holding the paper, and upload it. 13. Upload necessary KYC documents like Income Proof, Aadhaar card, Photograph, and a signed White Paper. 14. Choose eSign if preferred or courier physical documents. 15. Share feedback after registration to receive further instructions. 16. You're all set! You will be redirected to the Choice Login Page for trading.

What is the process to access the different message sections in the Message Hub?

**Question:** How can I access detailed Reports of my trades and financial summaries on the platform? **Answer:** To access detailed Reports of your trades and financial summaries on the platform, you can go to the bottom tab and click on "More" followed by "Reports". There, you will find the following sections: **P&L Report:** The Profit & Loss report displays your net P&L for trades. By default, it shows all trades taken during the current accounting year along with expenses. The report includes Total Realized P&L and Total Unrealized P&L at the bottom strip. You can filter the report using Exchange, From Date, and To Date options. Additionally, you can search for specific details and download the report in PDF format or send it to your registered email. **Ledger:** The Ledger report resembles a typical account ledger, with Debit and Credit columns for the current FY year. Debit entries, representing sums owed, are displayed in red with negative values, while Credit entries, representing sums received, are shown in green with positive values. The report also shows the total closing balance at the bottom strip. Similar to the P&L report, you can filter, search, download in PDF format, and send this report via email. Moreover, you can access a detailed report by tapping on the top right corner for more actions such as sharing, saving, or emailing for future reference. **Back Office:** For more intricate and customized reports, a complete back-end panel named "Reports" is available. This panel allows you to view detailed reports and extract customized data as per your requirements. Login details for this panel are provided post-registration completion.

**IPO Listings:** **Open IPOs:** Here you can see the latest IPOs available for subscription. By clicking on an IPO's card, you can access options to view details, subscribe to the IPO, and share it. 1. **Details:** This section provides all relevant information about the IPO. You can subscribe by clicking the 'Subscribe' button at the bottom of the screen. 2. **How to apply for the IPO using UPI:** - Enter the number of lots you want to bid for. - Choose whether you want to bid at the cut-off price or enter your own price within the specified range. - The amount to be blocked will be displayed based on your bid. - Enter your UPI ID and select the VPA code. - Confirm your eligibility as a UPI bidder by checking the box and click 'Subscribe'. - Once you submit your application, you will receive a mandate request on your UPI app, which you need to accept. - You will also receive an email and notification from the respective application to approve and proceed with the process. **IPO Transactions:** This section allows you to track the progress of your IPO bid. - **Payment Status:** - **Failed:** Indicates that your payment did not go through, and you need to re-initiate the transaction. - **Success:** Confirms that your bid application was successful and accepted. - **Pending:** Means the mandate is still in the approval process. - **DP Verification Status:** - **Failed:** Indicates a mismatch in your DP, which needs to be corrected. - **Pending:** Shows that the verification process is ongoing. - **Successful:** Confirms that the DP matches the SEBI records. - **IPO Application Status:** - **Subscribed:** Confirms a successful IPO subscription. - **Canceled:** Shows you have canceled the application. - **Modified:** Indicates changes made to the application. - **Failed:** Denotes an unsuccessful subscription requiring a re-initiation process. - **Modify IPO Application:** - Changes can be made only after the bidding window is closed. Successful modifications will be confirmed with a message. **Closed IPOs:** Lists IPOs that have concluded their subscription period, and no more modifications can be made. **Upcoming IPOs:** Displays all upcoming IPOs. **Note - IPO Allocation:** 1. **Successful IPO Allotment:** - Transfers allotted shares to your Demat Account upon successful allocation. - You will receive notifications via email, SMS, and from Exchange(NSE/BSE). - The bid amount blocked by the bank will be deducted. 2. **Unsuccessful IPO Allotment:** - If the allotment is unsuccessful, the blocked bid amount will be released. - Notifications will be sent via email and SMS.

Who is Sumeet Bagadia and what kind of calls can investors receive from him?

**Technical Research** The Technical Research section provides analysis of price trends and is suitable for short-term investors. This analysis is done through technical analysis, which examines market trends and historical price and volume patterns to evaluate the future value of securities. The reports generated in this section have five types of research strategies explained below: 1. **Sumeet Bagadia Calls:** Receive expert calls from Sumeet Bagadia, Director at Choice Broking, based on fundamental and technical analysis for both short-term and long-term investment views. 2. **Choice Signal:** An automated research engine that offers real-time trading ideas with five strategies to cover all aspects of stocks for traders. It includes: - **Intraday Spurt Strategy:** Generates intraday research calls for traders based on pattern breakouts and volume criteria, with two target levels for potential returns. - **Dark Horse Strategy:** Provides positional research calls for traders based on price and volume breakout, aiming for a return of 5% to 10% within a week. - **Future Trade Simplifier Intraday:** Offers intraday trade calls in the Future segment by analyzing Open Interest situations and price movements. - **Future Trade Simplifier Positional:** Provides positional trade calls in the Future segment. - **ETET Strategy (Equity):** A strategy for traders to buy stocks today and sell them tomorrow, analyzing intraday breakouts with above-average volume. Clients can access this section via the bottom tab labeled "Research" for detailed technical analysis and research strategies to support their investment decisions.

**Question:** How can I access detailed Reports of my trades and financial summaries on the platform? **Answer:** To access detailed Reports of your trades and financial summaries on the platform, you can go to the bottom tab and click on "More" followed by "Reports". There, you will find the following sections: **P&L Report:** The Profit & Loss report displays your net P&L for trades. By default, it shows all trades taken during the current accounting year along with expenses. The report includes Total Realized P&L and Total Unrealized P&L at the bottom strip. You can filter the report using Exchange, From Date, and To Date options. Additionally, you can search for specific details and download the report in PDF format or send it to your registered email. **Ledger:** The Ledger report resembles a typical account ledger, with Debit and Credit columns for the current FY year. Debit entries, representing sums owed, are displayed in red with negative values, while Credit entries, representing sums received, are shown in green with positive values. The report also shows the total closing balance at the bottom strip. Similar to the P&L report, you can filter, search, download in PDF format, and send this report via email. Moreover, you can access a detailed report by tapping on the top right corner for more actions such as sharing, saving, or emailing for future reference. **Back Office:** For more intricate and customized reports, a complete back-end panel named "Reports" is available. This panel allows you to view detailed reports and extract customized data as per your requirements. Login details for this panel are provided post-registration completion.

How can clients access the Technical Research section for detailed analysis and research strategies?

**Technical Research** The Technical Research section provides analysis of price trends and is suitable for short-term investors. This analysis is done through technical analysis, which examines market trends and historical price and volume patterns to evaluate the future value of securities. The reports generated in this section have five types of research strategies explained below: 1. **Sumeet Bagadia Calls:** Receive expert calls from Sumeet Bagadia, Director at Choice Broking, based on fundamental and technical analysis for both short-term and long-term investment views. 2. **Choice Signal:** An automated research engine that offers real-time trading ideas with five strategies to cover all aspects of stocks for traders. It includes: - **Intraday Spurt Strategy:** Generates intraday research calls for traders based on pattern breakouts and volume criteria, with two target levels for potential returns. - **Dark Horse Strategy:** Provides positional research calls for traders based on price and volume breakout, aiming for a return of 5% to 10% within a week. - **Future Trade Simplifier Intraday:** Offers intraday trade calls in the Future segment by analyzing Open Interest situations and price movements. - **Future Trade Simplifier Positional:** Provides positional trade calls in the Future segment. - **ETET Strategy (Equity):** A strategy for traders to buy stocks today and sell them tomorrow, analyzing intraday breakouts with above-average volume. Clients can access this section via the bottom tab labeled "Research" for detailed technical analysis and research strategies to support their investment decisions.

Watchlists are a handy feature that allows you to save your preferred stocks for easier and faster trading or investment decisions. You can access the Watchlist by selecting it from the bottom tab on the app. When creating a new Watchlist, you can add up to 5 lists, each capable of holding 50 stocks. To add stocks to an empty Watchlist, use the "Search & Add" button, which will guide you to search for the desired stock and add it to your list. Once you have stocks in your Watchlist, you can utilize the Searchbox in each individual Watchlist to easily find specific stocks by typing their initials. Additionally, the Searchbox is equipped with a FILTER feature that allows you to refine your search by choosing the Exchange or sorting the stocks alphabetically or by percentage change. To customize your Watchlist further, you can rearrange the order of stocks, rename the Watchlist, and delete unwanted stocks. Simply long-press on a stock to enter editing mode, where you can rename it, drag it to a new position on the list, or remove it by using the Trash icon. Remember to save your changes to keep your Watchlist organized. To switch between Watchlists, you can either press the individual button for each list or swipe left on the app. This way, you can manage multiple Watchlists with ease.

What is the significance of OI spurts in the Market Overview section for users?

In the Market Overview section, you can access detailed information about various market categories. These categories include: - Top gainers - Top losers - Activities based on value - Activities based on volume - Top gainers by OI% (Open Interest %) - Top losers by OI% - OI spurts (significant increase in Open Interest) You can also apply filters based on different exchanges like NSE and BSE, as well as segments including equity, derivative, commodity, currency, Indian indices, and global indices. This section provides a comprehensive view of trading and investing activities across major global indices, allowing you to gain insights into the world economy and make informed decisions.

Preferences To access your Preferences in Choice and customize how you view and use key features, follow these steps: 1. Open your account and tap on "More." 2. Select "My Preferences." Dark Theme: Enjoy our sleek Dark Theme by selecting the very first option in the menu labeled "DARK THEME." To switch back to the default Light Theme, open the menu and select the Light Theme option. --- **Cleaned Answer:** In the Preferences section of Choice, you can adjust how you view and utilize key features. To do this, open your account and tap on "More," then select "My Preferences." Switch to the Dark Theme by choosing the first option labeled "DARK THEME" in the menu. To go back to the default Light Theme, open the menu and select the Light Theme option.

How does the Portfolio section help me track my investments' performance?

The Portfolio section on the app displays all your trading and investment activity. To access it, simply tap on the PORTFOLIO tab located at the bottom of the screen. Within the Portfolio section, you will find separate tabs for Stocks, Mutual Funds, and Baskets. Here, you can view important information such as the current value and invested value of your holdings, along with the day's profit or loss and the overall profit or loss. It's a great way to keep track of how your investments are performing in one convenient location.

When you tap on the BUY or SELL button on most SCRIP INFO screens, it will bring up the ORDER BOX. The ORDER BOX contains several options such as MKT (Market Order), LMT (Limit Order), SL (Stop Loss), SL-M (Stop Loss Market), PRICE, QUANTITY, and AMOUNT. At the bottom, there is a BUY-SELL toggle button for your convenience. - MKT: This is a Market order where you buy or sell at the current market price. - LMT: This is a Limit Market order triggered at a preferred price. - SL: A Stop Loss order helps cut losses when a trade goes against you, with a trigger price and execution price. - SL-M: Stop Loss Market order executes when the stock reaches a certain price level. Order type options include DELIVERY (holding stocks overnight) or INTRADAY (trading within the same day for leverage). Order validity can be set as Day, IOC (Immediate or Cancel), GTD (Good till Date), or GTC (Good till Cancel). You need to enter the Price and Quantity, and the Amount will be calculated accordingly. Once you submit, your order will be executed. For After Market Orders (AMO) or Pre-Market Orders (PMO), the pricing will be fixed.

Where can I view alerts that have been triggered and need my attention?

To set price alerts for individual stocks, you have the option to set unlimited alerts, which are divided into "Pending" and "Matched" sections. To set a price alert, you can follow these steps: 1. Search for the stock you're interested in. 2. Visit the company page. 3. Tap on "Set Alert" and input the conditions for the alert, such as selecting a trigger like the Last Traded Price and setting the price at which you want to be notified. 4. You can also set alerts for BSE by selecting Yes or No. To access your alerts, go to More > MY Alerts. In the "Price Alerts" section, under the "Conditions" tab, you can set specific triggers and conditions for your price alerts. You can manually enter the price at which you want the alert to be triggered and the date on which you want to be notified. Once an alert is triggered, it will appear in the "Matched" section, where you can view all alerts that have been triggered.

To find a specific company or ETF on the Choice platform, you can follow these steps: 1. Using Search: - Type the first three letters of the company's name (e.g., ICICI) to see a list of affiliated companies/ETFs on NSE/BSE. - Choose your segment (Equity, Derivatives, Commodities, or Currency). - Select the specific company from the results drop-down to view its overview. - Add the company to your WatchList or set a price alert. 2. Scrip Page - Cash and F&O: - View detailed information about a company. - Search by typing the first 3 letters of the company name and selecting it for the overview. 3. Overview Section: - Provides essential details like OPEN, HIGH, LOW, CLOSE. - Click (i) for more details like PRICE TICK, MARKET LOT, CIRCUIT RANGE, etc. - Market Depth shows BID and ASK numbers with quantities. 4. Technical Section: - View Technical data and use the CHART tool for analysis. 5. Pivot Points: - Shows RESISTANCE and SUPPORT levels. - Displays numbers for DAILY assessment by default, switch timeframes if needed. 6. Futures Section: - Displays future prices for near term, mid term, and far term. 7. Recent News: - Displays news related to the company from various sources. 8. Scrip Page - Derivatives (F&O): - Search for company and view open Call/Put contracts. - Select a contract and view the Option Chain. - Buy/Sell contracts and execute orders. These steps will help you navigate and use the features available on the Choice platform effectively.

What information can I find on the Scrip Page for Cash and F&O segments on the Choice platform?

In the Market Overview section, you can access detailed information about various market categories. These categories include: - Top gainers - Top losers - Activities based on value - Activities based on volume - Top gainers by OI% (Open Interest %) - Top losers by OI% - OI spurts (significant increase in Open Interest) You can also apply filters based on different exchanges like NSE and BSE, as well as segments including equity, derivative, commodity, currency, Indian indices, and global indices. This section provides a comprehensive view of trading and investing activities across major global indices, allowing you to gain insights into the world economy and make informed decisions.

### More>Message Hub **FAQ:** Where can I find the different message sections in this section? **Answer:** To access the various message sections, navigate to More and then click on Message Hub. This section contains all the different message sections available for you to view and interact with.

What essential details are provided in the Overview Section for a company on the Choice platform?

To find a specific company or ETF on the Choice platform, you can follow these steps: 1. Using Search: - Type the first three letters of the company's name (e.g., ICICI) to see a list of affiliated companies/ETFs on NSE/BSE. - Choose your segment (Equity, Derivatives, Commodities, or Currency). - Select the specific company from the results drop-down to view its overview. - Add the company to your WatchList or set a price alert. 2. Scrip Page - Cash and F&O: - View detailed information about a company. - Search by typing the first 3 letters of the company name and selecting it for the overview. 3. Overview Section: - Provides essential details like OPEN, HIGH, LOW, CLOSE. - Click (i) for more details like PRICE TICK, MARKET LOT, CIRCUIT RANGE, etc. - Market Depth shows BID and ASK numbers with quantities. 4. Technical Section: - View Technical data and use the CHART tool for analysis. 5. Pivot Points: - Shows RESISTANCE and SUPPORT levels. - Displays numbers for DAILY assessment by default, switch timeframes if needed. 6. Futures Section: - Displays future prices for near term, mid term, and far term. 7. Recent News: - Displays news related to the company from various sources. 8. Scrip Page - Derivatives (F&O): - Search for company and view open Call/Put contracts. - Select a contract and view the Option Chain. - Buy/Sell contracts and execute orders. These steps will help you navigate and use the features available on the Choice platform effectively.

**Position Section:** Under the Positions Tab, you can view the current value and overall gain/loss of your positions, including Futures & Options and cash/equity orders executed on the same day. - **LIST:** This section displays your invested value compared to the current value, which changes with market movements. It also shows your overall profit/loss. You can easily see this information at a glance. - **SEARCH:** Here, you can search for specific trades you entered or exited. You can filter your trades based on options like ALL, INTRADAY, TODAY, POSITION, ALPHABETICALLY, P&L, P&L%, and Quantity. - **CONVERT POSITION:** You can switch your positions from Intraday to Delivery or vice versa by selecting the Convert Position option. - **SCRIP INFO:** Clicking here will take you to a page dedicated to the scrip. You can also initiate new trades from this section. - **DETAILS:** This shows trade details for a particular scrip. By clicking on the "VIEW TRADES" hyperlink, you can see all trades you've made for that scrip. - **BUY/SELL:** This option allows you to place orders to enter or exit trades. **Orders Section:** This section displays Intraday trades and delivery orders, categorized as PENDING, EXECUTED, TRADES, and OTHERS. 1. **Pending:** Shows orders that were not executed, partially executed, or rejected. You can edit these orders by tapping on them. 2. **Executed:** Lists all orders that were successfully executed, providing details such as INTRADAY, Last Traded Price (LTP), Market Closing Price, lots, and time. You can view trade details and history by clicking on the "VIEW TRADES" hyperlink. 3. **Trades:** Displays the list of executed trades, especially for those trades that were completed in multiple steps. 4. **Others:** Lists rejected trades along with reasons and additional details.

How can I track the progress of my IPO bid, including payment status, DP verification status, and IPO application status?

**IPO Listings:** **Open IPOs:** Here you can see the latest IPOs available for subscription. By clicking on an IPO's card, you can access options to view details, subscribe to the IPO, and share it. 1. **Details:** This section provides all relevant information about the IPO. You can subscribe by clicking the 'Subscribe' button at the bottom of the screen. 2. **How to apply for the IPO using UPI:** - Enter the number of lots you want to bid for. - Choose whether you want to bid at the cut-off price or enter your own price within the specified range. - The amount to be blocked will be displayed based on your bid. - Enter your UPI ID and select the VPA code. - Confirm your eligibility as a UPI bidder by checking the box and click 'Subscribe'. - Once you submit your application, you will receive a mandate request on your UPI app, which you need to accept. - You will also receive an email and notification from the respective application to approve and proceed with the process. **IPO Transactions:** This section allows you to track the progress of your IPO bid. - **Payment Status:** - **Failed:** Indicates that your payment did not go through, and you need to re-initiate the transaction. - **Success:** Confirms that your bid application was successful and accepted. - **Pending:** Means the mandate is still in the approval process. - **DP Verification Status:** - **Failed:** Indicates a mismatch in your DP, which needs to be corrected. - **Pending:** Shows that the verification process is ongoing. - **Successful:** Confirms that the DP matches the SEBI records. - **IPO Application Status:** - **Subscribed:** Confirms a successful IPO subscription. - **Canceled:** Shows you have canceled the application. - **Modified:** Indicates changes made to the application. - **Failed:** Denotes an unsuccessful subscription requiring a re-initiation process. - **Modify IPO Application:** - Changes can be made only after the bidding window is closed. Successful modifications will be confirmed with a message. **Closed IPOs:** Lists IPOs that have concluded their subscription period, and no more modifications can be made. **Upcoming IPOs:** Displays all upcoming IPOs. **Note - IPO Allocation:** 1. **Successful IPO Allotment:** - Transfers allotted shares to your Demat Account upon successful allocation. - You will receive notifications via email, SMS, and from Exchange(NSE/BSE). - The bid amount blocked by the bank will be deducted. 2. **Unsuccessful IPO Allotment:** - If the allotment is unsuccessful, the blocked bid amount will be released. - Notifications will be sent via email and SMS.

To set price alerts for individual stocks, you have the option to set unlimited alerts, which are divided into "Pending" and "Matched" sections. To set a price alert, you can follow these steps: 1. Search for the stock you're interested in. 2. Visit the company page. 3. Tap on "Set Alert" and input the conditions for the alert, such as selecting a trigger like the Last Traded Price and setting the price at which you want to be notified. 4. You can also set alerts for BSE by selecting Yes or No. To access your alerts, go to More > MY Alerts. In the "Price Alerts" section, under the "Conditions" tab, you can set specific triggers and conditions for your price alerts. You can manually enter the price at which you want the alert to be triggered and the date on which you want to be notified. Once an alert is triggered, it will appear in the "Matched" section, where you can view all alerts that have been triggered.

How does the Portfolio section help me track my investments' performance?

The Portfolio section on the app displays all your trading and investment activity. To access it, simply tap on the PORTFOLIO tab located at the bottom of the screen. Within the Portfolio section, you will find separate tabs for Stocks, Mutual Funds, and Baskets. Here, you can view important information such as the current value and invested value of your holdings, along with the day's profit or loss and the overall profit or loss. It's a great way to keep track of how your investments are performing in one convenient location.

**Fund Related Information** To access your Funds information, go to Menu -> Funds. In this section, you will find the following details at a glance: 1. Ledger Balance: Your current balance 2. Today’s Balance: Balance as of today 3. Today’s Pay-In: Deposits made today 4. Today’s Payout: Withdrawals made today 5. DP Charges: Depository charges 6. CFS (Credit for Sell): Benefits from selling holdings today 7. Future Bill Cr/Dr: Unsettled bill amount 8. Margin Against Assets: Loan value against your assets 9. Early Pay-In: 80% of selling holding value given on T+1 10. Margin Against Holding: Margin received from pledged stocks, MF, etc. 11. Margin Utilized: Total utilized margin 12. Available for Trading: Funds available for trading **How to Deposit or Withdraw Funds** 1. **Deposit:** - Enter amount, select UPI or Net Banking, enter UPI ID, select bank, tap DEPOSIT. 2. **For NEFT or RTGS:** - Click 'Do you want to opt for NEFT/RTGS?', follow instructions for transfer. - Send deposit details to b.accounts@choiceindia.com for tracking. 3. **Withdraw:** - Enter amount, select bank, tap WITHDRAW. - You will receive an SMS and email confirmation. Amount will be credited in T+2 days.

How can I search for specific trades I entered or exited?

The Portfolio section on the app displays all your trading and investment activity. To access it, simply tap on the PORTFOLIO tab located at the bottom of the screen. Within the Portfolio section, you will find separate tabs for Stocks, Mutual Funds, and Baskets. Here, you can view important information such as the current value and invested value of your holdings, along with the day's profit or loss and the overall profit or loss. It's a great way to keep track of how your investments are performing in one convenient location.

Watchlists are a handy feature that allows you to save your preferred stocks for easier and faster trading or investment decisions. You can access the Watchlist by selecting it from the bottom tab on the app. When creating a new Watchlist, you can add up to 5 lists, each capable of holding 50 stocks. To add stocks to an empty Watchlist, use the "Search & Add" button, which will guide you to search for the desired stock and add it to your list. Once you have stocks in your Watchlist, you can utilize the Searchbox in each individual Watchlist to easily find specific stocks by typing their initials. Additionally, the Searchbox is equipped with a FILTER feature that allows you to refine your search by choosing the Exchange or sorting the stocks alphabetically or by percentage change. To customize your Watchlist further, you can rearrange the order of stocks, rename the Watchlist, and delete unwanted stocks. Simply long-press on a stock to enter editing mode, where you can rename it, drag it to a new position on the list, or remove it by using the Trash icon. Remember to save your changes to keep your Watchlist organized. To switch between Watchlists, you can either press the individual button for each list or swipe left on the app. This way, you can manage multiple Watchlists with ease.

What are the separate tabs available within the Portfolio section?

The Portfolio section on the app displays all your trading and investment activity. To access it, simply tap on the PORTFOLIO tab located at the bottom of the screen. Within the Portfolio section, you will find separate tabs for Stocks, Mutual Funds, and Baskets. Here, you can view important information such as the current value and invested value of your holdings, along with the day's profit or loss and the overall profit or loss. It's a great way to keep track of how your investments are performing in one convenient location.

To create an account on the Choice App for both Android and iOS devices, follow these steps: 1. Click on 'Create Account' on the Login Page. 2. Enter your Name, Mobile Number, City (mandatory), Email ID, and Referral ID (if applicable). Submit the details. 3. Verify the OTP sent to your registered mobile number. 4. Prepare soft copies of the following documents: Address Proof, PAN Card, Cancelled Cheque, Photograph, Signature on a White Paper, and Income Proof. 5. Enter your PAN number and Date of Birth, then proceed to the next step. 6. Upload a picture of your PAN Card and provide your Email ID, Mobile Number, Date of Birth, PAN number, and optional Aadhaar Number. 7. Fill in your Full Name, Father's Name, Mother’s Name, Aadhaar Number, Birthplace, Gender, Marital Status, political party affiliation, and nominee details if applicable. 8. Enter your address details if not automatically fetched. 9. Provide economic details like Income Slab, Occupation, Educational Qualification, and Previous Trading Experience. 10. Upload an image of your Cancelled Cheque/Passbook and enter your Bank Account details. 11. Choose the trading segment you are interested in: Equity/Derivatives, Currency, or Commodities. 12. For In-Person Verification, write down the OTP on a white paper, take a selfie holding the paper, and upload it. 13. Upload necessary KYC documents like Income Proof, Aadhaar card, Photograph, and a signed White Paper. 14. Choose eSign if preferred or courier physical documents. 15. Share feedback after registration to receive further instructions. 16. You're all set! You will be redirected to the Choice Login Page for trading.

What are the steps involved in the In-Person Verification process during account creation on the Choice App?

To create an account on the Choice App for both Android and iOS devices, follow these steps: 1. Click on 'Create Account' on the Login Page. 2. Enter your Name, Mobile Number, City (mandatory), Email ID, and Referral ID (if applicable). Submit the details. 3. Verify the OTP sent to your registered mobile number. 4. Prepare soft copies of the following documents: Address Proof, PAN Card, Cancelled Cheque, Photograph, Signature on a White Paper, and Income Proof. 5. Enter your PAN number and Date of Birth, then proceed to the next step. 6. Upload a picture of your PAN Card and provide your Email ID, Mobile Number, Date of Birth, PAN number, and optional Aadhaar Number. 7. Fill in your Full Name, Father's Name, Mother’s Name, Aadhaar Number, Birthplace, Gender, Marital Status, political party affiliation, and nominee details if applicable. 8. Enter your address details if not automatically fetched. 9. Provide economic details like Income Slab, Occupation, Educational Qualification, and Previous Trading Experience. 10. Upload an image of your Cancelled Cheque/Passbook and enter your Bank Account details. 11. Choose the trading segment you are interested in: Equity/Derivatives, Currency, or Commodities. 12. For In-Person Verification, write down the OTP on a white paper, take a selfie holding the paper, and upload it. 13. Upload necessary KYC documents like Income Proof, Aadhaar card, Photograph, and a signed White Paper. 14. Choose eSign if preferred or courier physical documents. 15. Share feedback after registration to receive further instructions. 16. You're all set! You will be redirected to the Choice Login Page for trading.

**Technical Research** The Technical Research section provides analysis of price trends and is suitable for short-term investors. This analysis is done through technical analysis, which examines market trends and historical price and volume patterns to evaluate the future value of securities. The reports generated in this section have five types of research strategies explained below: 1. **Sumeet Bagadia Calls:** Receive expert calls from Sumeet Bagadia, Director at Choice Broking, based on fundamental and technical analysis for both short-term and long-term investment views. 2. **Choice Signal:** An automated research engine that offers real-time trading ideas with five strategies to cover all aspects of stocks for traders. It includes: - **Intraday Spurt Strategy:** Generates intraday research calls for traders based on pattern breakouts and volume criteria, with two target levels for potential returns. - **Dark Horse Strategy:** Provides positional research calls for traders based on price and volume breakout, aiming for a return of 5% to 10% within a week. - **Future Trade Simplifier Intraday:** Offers intraday trade calls in the Future segment by analyzing Open Interest situations and price movements. - **Future Trade Simplifier Positional:** Provides positional trade calls in the Future segment. - **ETET Strategy (Equity):** A strategy for traders to buy stocks today and sell them tomorrow, analyzing intraday breakouts with above-average volume. Clients can access this section via the bottom tab labeled "Research" for detailed technical analysis and research strategies to support their investment decisions.

What details can be found in the Funds section at a glance?

In the Market Overview section, you can access detailed information about various market categories. These categories include: - Top gainers - Top losers - Activities based on value - Activities based on volume - Top gainers by OI% (Open Interest %) - Top losers by OI% - OI spurts (significant increase in Open Interest) You can also apply filters based on different exchanges like NSE and BSE, as well as segments including equity, derivative, commodity, currency, Indian indices, and global indices. This section provides a comprehensive view of trading and investing activities across major global indices, allowing you to gain insights into the world economy and make informed decisions.

**Question:** How can I access detailed Reports of my trades and financial summaries on the platform? **Answer:** To access detailed Reports of your trades and financial summaries on the platform, you can go to the bottom tab and click on "More" followed by "Reports". There, you will find the following sections: **P&L Report:** The Profit & Loss report displays your net P&L for trades. By default, it shows all trades taken during the current accounting year along with expenses. The report includes Total Realized P&L and Total Unrealized P&L at the bottom strip. You can filter the report using Exchange, From Date, and To Date options. Additionally, you can search for specific details and download the report in PDF format or send it to your registered email. **Ledger:** The Ledger report resembles a typical account ledger, with Debit and Credit columns for the current FY year. Debit entries, representing sums owed, are displayed in red with negative values, while Credit entries, representing sums received, are shown in green with positive values. The report also shows the total closing balance at the bottom strip. Similar to the P&L report, you can filter, search, download in PDF format, and send this report via email. Moreover, you can access a detailed report by tapping on the top right corner for more actions such as sharing, saving, or emailing for future reference. **Back Office:** For more intricate and customized reports, a complete back-end panel named "Reports" is available. This panel allows you to view detailed reports and extract customized data as per your requirements. Login details for this panel are provided post-registration completion.

What information do you need to input in the ORDER BOX before submitting an order?

When you tap on the BUY or SELL button on most SCRIP INFO screens, it will bring up the ORDER BOX. The ORDER BOX contains several options such as MKT (Market Order), LMT (Limit Order), SL (Stop Loss), SL-M (Stop Loss Market), PRICE, QUANTITY, and AMOUNT. At the bottom, there is a BUY-SELL toggle button for your convenience. - MKT: This is a Market order where you buy or sell at the current market price. - LMT: This is a Limit Market order triggered at a preferred price. - SL: A Stop Loss order helps cut losses when a trade goes against you, with a trigger price and execution price. - SL-M: Stop Loss Market order executes when the stock reaches a certain price level. Order type options include DELIVERY (holding stocks overnight) or INTRADAY (trading within the same day for leverage). Order validity can be set as Day, IOC (Immediate or Cancel), GTD (Good till Date), or GTC (Good till Cancel). You need to enter the Price and Quantity, and the Amount will be calculated accordingly. Once you submit, your order will be executed. For After Market Orders (AMO) or Pre-Market Orders (PMO), the pricing will be fixed.

Sign In Process: **First Time Login:** 1. Enter your Client ID and the system-generated password provided. 2. Create a new password that is alphanumeric (6-12 characters) with special characters. 3. Confirm the new password. 4. Set a new PIN (4-6 digits). 5. Proceed to your account by clicking on the Next Button. **Existing User Login:** 1. Enter your Client ID, Password, and PIN that you have set. 2. **Activating Fingerprint/Face ID:** 1. After entering Client ID and Password, enter the PIN. 2. Choose to enable Fingerprint/Face ID authentication (available for certain devices). 3. Next time, use Fingerprint/Face ID instead of the PIN to log in. **Forgot Password:** 1. Click on 'Forgot Password' on the Login Page and provide Client ID or PAN. 2. Receive a system-generated password on your registered Email or Mobile Number. 3. Create a new password with special characters as instructed and confirm it. **Forgot PIN:** 1. On the Login Page, click 'Forgot PIN' and receive a system-generated PIN. 2. Create a new PIN and confirm it. **Changing Password:** 1. Go to Menu > My Profile > Change Password. 2. Enter Current Password, new password, and confirm. 3. Click on Change Password. **Changing PIN:** 1. Go to Menu > My Profile > Change PIN. 2. Enter Current PIN, new PIN, and confirm. 3. Click on Change PIN. **Account Locked Due to Incorrect Password:** 1. If your account is locked, tap 'Forgot Password' and follow the instructions to unlock it.

What is the Choice Signal in the Technical Research section and what are its components?

**Technical Research** The Technical Research section provides analysis of price trends and is suitable for short-term investors. This analysis is done through technical analysis, which examines market trends and historical price and volume patterns to evaluate the future value of securities. The reports generated in this section have five types of research strategies explained below: 1. **Sumeet Bagadia Calls:** Receive expert calls from Sumeet Bagadia, Director at Choice Broking, based on fundamental and technical analysis for both short-term and long-term investment views. 2. **Choice Signal:** An automated research engine that offers real-time trading ideas with five strategies to cover all aspects of stocks for traders. It includes: - **Intraday Spurt Strategy:** Generates intraday research calls for traders based on pattern breakouts and volume criteria, with two target levels for potential returns. - **Dark Horse Strategy:** Provides positional research calls for traders based on price and volume breakout, aiming for a return of 5% to 10% within a week. - **Future Trade Simplifier Intraday:** Offers intraday trade calls in the Future segment by analyzing Open Interest situations and price movements. - **Future Trade Simplifier Positional:** Provides positional trade calls in the Future segment. - **ETET Strategy (Equity):** A strategy for traders to buy stocks today and sell them tomorrow, analyzing intraday breakouts with above-average volume. Clients can access this section via the bottom tab labeled "Research" for detailed technical analysis and research strategies to support their investment decisions.

Sign In Process: **First Time Login:** 1. Enter your Client ID and the system-generated password provided. 2. Create a new password that is alphanumeric (6-12 characters) with special characters. 3. Confirm the new password. 4. Set a new PIN (4-6 digits). 5. Proceed to your account by clicking on the Next Button. **Existing User Login:** 1. Enter your Client ID, Password, and PIN that you have set. 2. **Activating Fingerprint/Face ID:** 1. After entering Client ID and Password, enter the PIN. 2. Choose to enable Fingerprint/Face ID authentication (available for certain devices). 3. Next time, use Fingerprint/Face ID instead of the PIN to log in. **Forgot Password:** 1. Click on 'Forgot Password' on the Login Page and provide Client ID or PAN. 2. Receive a system-generated password on your registered Email or Mobile Number. 3. Create a new password with special characters as instructed and confirm it. **Forgot PIN:** 1. On the Login Page, click 'Forgot PIN' and receive a system-generated PIN. 2. Create a new PIN and confirm it. **Changing Password:** 1. Go to Menu > My Profile > Change Password. 2. Enter Current Password, new password, and confirm. 3. Click on Change Password. **Changing PIN:** 1. Go to Menu > My Profile > Change PIN. 2. Enter Current PIN, new PIN, and confirm. 3. Click on Change PIN. **Account Locked Due to Incorrect Password:** 1. If your account is locked, tap 'Forgot Password' and follow the instructions to unlock it.

What information do you need to input in the ORDER BOX before submitting an order?

When you tap on the BUY or SELL button on most SCRIP INFO screens, it will bring up the ORDER BOX. The ORDER BOX contains several options such as MKT (Market Order), LMT (Limit Order), SL (Stop Loss), SL-M (Stop Loss Market), PRICE, QUANTITY, and AMOUNT. At the bottom, there is a BUY-SELL toggle button for your convenience. - MKT: This is a Market order where you buy or sell at the current market price. - LMT: This is a Limit Market order triggered at a preferred price. - SL: A Stop Loss order helps cut losses when a trade goes against you, with a trigger price and execution price. - SL-M: Stop Loss Market order executes when the stock reaches a certain price level. Order type options include DELIVERY (holding stocks overnight) or INTRADAY (trading within the same day for leverage). Order validity can be set as Day, IOC (Immediate or Cancel), GTD (Good till Date), or GTC (Good till Cancel). You need to enter the Price and Quantity, and the Amount will be calculated accordingly. Once you submit, your order will be executed. For After Market Orders (AMO) or Pre-Market Orders (PMO), the pricing will be fixed.

To find a specific company or ETF on the Choice platform, you can follow these steps: 1. Using Search: - Type the first three letters of the company's name (e.g., ICICI) to see a list of affiliated companies/ETFs on NSE/BSE. - Choose your segment (Equity, Derivatives, Commodities, or Currency). - Select the specific company from the results drop-down to view its overview. - Add the company to your WatchList or set a price alert. 2. Scrip Page - Cash and F&O: - View detailed information about a company. - Search by typing the first 3 letters of the company name and selecting it for the overview. 3. Overview Section: - Provides essential details like OPEN, HIGH, LOW, CLOSE. - Click (i) for more details like PRICE TICK, MARKET LOT, CIRCUIT RANGE, etc. - Market Depth shows BID and ASK numbers with quantities. 4. Technical Section: - View Technical data and use the CHART tool for analysis. 5. Pivot Points: - Shows RESISTANCE and SUPPORT levels. - Displays numbers for DAILY assessment by default, switch timeframes if needed. 6. Futures Section: - Displays future prices for near term, mid term, and far term. 7. Recent News: - Displays news related to the company from various sources. 8. Scrip Page - Derivatives (F&O): - Search for company and view open Call/Put contracts. - Select a contract and view the Option Chain. - Buy/Sell contracts and execute orders. These steps will help you navigate and use the features available on the Choice platform effectively.

How can I access the Portfolio section on the app?

The Portfolio section on the app displays all your trading and investment activity. To access it, simply tap on the PORTFOLIO tab located at the bottom of the screen. Within the Portfolio section, you will find separate tabs for Stocks, Mutual Funds, and Baskets. Here, you can view important information such as the current value and invested value of your holdings, along with the day's profit or loss and the overall profit or loss. It's a great way to keep track of how your investments are performing in one convenient location.

To set price alerts for individual stocks, you have the option to set unlimited alerts, which are divided into "Pending" and "Matched" sections. To set a price alert, you can follow these steps: 1. Search for the stock you're interested in. 2. Visit the company page. 3. Tap on "Set Alert" and input the conditions for the alert, such as selecting a trigger like the Last Traded Price and setting the price at which you want to be notified. 4. You can also set alerts for BSE by selecting Yes or No. To access your alerts, go to More > MY Alerts. In the "Price Alerts" section, under the "Conditions" tab, you can set specific triggers and conditions for your price alerts. You can manually enter the price at which you want the alert to be triggered and the date on which you want to be notified. Once an alert is triggered, it will appear in the "Matched" section, where you can view all alerts that have been triggered.

Where can I view alerts that have been triggered and need my attention?

Preferences To access your Preferences in Choice and customize how you view and use key features, follow these steps: 1. Open your account and tap on "More." 2. Select "My Preferences." Dark Theme: Enjoy our sleek Dark Theme by selecting the very first option in the menu labeled "DARK THEME." To switch back to the default Light Theme, open the menu and select the Light Theme option. --- **Cleaned Answer:** In the Preferences section of Choice, you can adjust how you view and utilize key features. To do this, open your account and tap on "More," then select "My Preferences." Switch to the Dark Theme by choosing the first option labeled "DARK THEME" in the menu. To go back to the default Light Theme, open the menu and select the Light Theme option.

Sign In Process: **First Time Login:** 1. Enter your Client ID and the system-generated password provided. 2. Create a new password that is alphanumeric (6-12 characters) with special characters. 3. Confirm the new password. 4. Set a new PIN (4-6 digits). 5. Proceed to your account by clicking on the Next Button. **Existing User Login:** 1. Enter your Client ID, Password, and PIN that you have set. 2. **Activating Fingerprint/Face ID:** 1. After entering Client ID and Password, enter the PIN. 2. Choose to enable Fingerprint/Face ID authentication (available for certain devices). 3. Next time, use Fingerprint/Face ID instead of the PIN to log in. **Forgot Password:** 1. Click on 'Forgot Password' on the Login Page and provide Client ID or PAN. 2. Receive a system-generated password on your registered Email or Mobile Number. 3. Create a new password with special characters as instructed and confirm it. **Forgot PIN:** 1. On the Login Page, click 'Forgot PIN' and receive a system-generated PIN. 2. Create a new PIN and confirm it. **Changing Password:** 1. Go to Menu > My Profile > Change Password. 2. Enter Current Password, new password, and confirm. 3. Click on Change Password. **Changing PIN:** 1. Go to Menu > My Profile > Change PIN. 2. Enter Current PIN, new PIN, and confirm. 3. Click on Change PIN. **Account Locked Due to Incorrect Password:** 1. If your account is locked, tap 'Forgot Password' and follow the instructions to unlock it.

How can filters be applied in the Market Overview section based on exchanges and segments?

In the Market Overview section, you can access detailed information about various market categories. These categories include: - Top gainers - Top losers - Activities based on value - Activities based on volume - Top gainers by OI% (Open Interest %) - Top losers by OI% - OI spurts (significant increase in Open Interest) You can also apply filters based on different exchanges like NSE and BSE, as well as segments including equity, derivative, commodity, currency, Indian indices, and global indices. This section provides a comprehensive view of trading and investing activities across major global indices, allowing you to gain insights into the world economy and make informed decisions.

Once you have completed your onboarding, you will receive a Unique Client ID (trading code). The time it takes for you to start trading will depend on whether you are KYC verified or not. If you are KYC verified: - If your account status is "Yes," you will need to verify, download, print, sign, and courier the pre-filled forms sent to your registered email address. - Your account will be active within 7 working hours from the time we receive your documents. - If your account status is "No," you will follow the same process, and your account will be active within 7 working days from the time we receive your documents. You will receive important emails regarding your account: 1. Pending Documents Email: This email will inform you of any required documents and the time it will take for you to start trading. 2. Login Credential Email: You will receive your Client ID and a system-generated password to log in for the first time. 3. Welcome Email: This email will contain essential information like your Client ID, relevant documents, and back office login details. If you don't receive these emails, contact us at care@choiceindia.com or call us at (+91) 88-2424-2424 with the subject "activate your account."

What are the separate tabs available within the Portfolio section?

The Portfolio section on the app displays all your trading and investment activity. To access it, simply tap on the PORTFOLIO tab located at the bottom of the screen. Within the Portfolio section, you will find separate tabs for Stocks, Mutual Funds, and Baskets. Here, you can view important information such as the current value and invested value of your holdings, along with the day's profit or loss and the overall profit or loss. It's a great way to keep track of how your investments are performing in one convenient location.

Preferences To access your Preferences in Choice and customize how you view and use key features, follow these steps: 1. Open your account and tap on "More." 2. Select "My Preferences." Dark Theme: Enjoy our sleek Dark Theme by selecting the very first option in the menu labeled "DARK THEME." To switch back to the default Light Theme, open the menu and select the Light Theme option. --- **Cleaned Answer:** In the Preferences section of Choice, you can adjust how you view and utilize key features. To do this, open your account and tap on "More," then select "My Preferences." Switch to the Dark Theme by choosing the first option labeled "DARK THEME" in the menu. To go back to the default Light Theme, open the menu and select the Light Theme option.

Where can I find the Message Hub on the platform?

### More>Message Hub **FAQ:** Where can I find the different message sections in this section? **Answer:** To access the various message sections, navigate to More and then click on Message Hub. This section contains all the different message sections available for you to view and interact with.

**Fund Related Information** To access your Funds information, go to Menu -> Funds. In this section, you will find the following details at a glance: 1. Ledger Balance: Your current balance 2. Today’s Balance: Balance as of today 3. Today’s Pay-In: Deposits made today 4. Today’s Payout: Withdrawals made today 5. DP Charges: Depository charges 6. CFS (Credit for Sell): Benefits from selling holdings today 7. Future Bill Cr/Dr: Unsettled bill amount 8. Margin Against Assets: Loan value against your assets 9. Early Pay-In: 80% of selling holding value given on T+1 10. Margin Against Holding: Margin received from pledged stocks, MF, etc. 11. Margin Utilized: Total utilized margin 12. Available for Trading: Funds available for trading **How to Deposit or Withdraw Funds** 1. **Deposit:** - Enter amount, select UPI or Net Banking, enter UPI ID, select bank, tap DEPOSIT. 2. **For NEFT or RTGS:** - Click 'Do you want to opt for NEFT/RTGS?', follow instructions for transfer. - Send deposit details to b.accounts@choiceindia.com for tracking. 3. **Withdraw:** - Enter amount, select bank, tap WITHDRAW. - You will receive an SMS and email confirmation. Amount will be credited in T+2 days.

How does the time to start trading vary based on whether a client is KYC verified or not?

Once you have completed your onboarding, you will receive a Unique Client ID (trading code). The time it takes for you to start trading will depend on whether you are KYC verified or not. If you are KYC verified: - If your account status is "Yes," you will need to verify, download, print, sign, and courier the pre-filled forms sent to your registered email address. - Your account will be active within 7 working hours from the time we receive your documents. - If your account status is "No," you will follow the same process, and your account will be active within 7 working days from the time we receive your documents. You will receive important emails regarding your account: 1. Pending Documents Email: This email will inform you of any required documents and the time it will take for you to start trading. 2. Login Credential Email: You will receive your Client ID and a system-generated password to log in for the first time. 3. Welcome Email: This email will contain essential information like your Client ID, relevant documents, and back office login details. If you don't receive these emails, contact us at care@choiceindia.com or call us at (+91) 88-2424-2424 with the subject "activate your account."

To create an account on the Choice App for both Android and iOS devices, follow these steps: 1. Click on 'Create Account' on the Login Page. 2. Enter your Name, Mobile Number, City (mandatory), Email ID, and Referral ID (if applicable). Submit the details. 3. Verify the OTP sent to your registered mobile number. 4. Prepare soft copies of the following documents: Address Proof, PAN Card, Cancelled Cheque, Photograph, Signature on a White Paper, and Income Proof. 5. Enter your PAN number and Date of Birth, then proceed to the next step. 6. Upload a picture of your PAN Card and provide your Email ID, Mobile Number, Date of Birth, PAN number, and optional Aadhaar Number. 7. Fill in your Full Name, Father's Name, Mother’s Name, Aadhaar Number, Birthplace, Gender, Marital Status, political party affiliation, and nominee details if applicable. 8. Enter your address details if not automatically fetched. 9. Provide economic details like Income Slab, Occupation, Educational Qualification, and Previous Trading Experience. 10. Upload an image of your Cancelled Cheque/Passbook and enter your Bank Account details. 11. Choose the trading segment you are interested in: Equity/Derivatives, Currency, or Commodities. 12. For In-Person Verification, write down the OTP on a white paper, take a selfie holding the paper, and upload it. 13. Upload necessary KYC documents like Income Proof, Aadhaar card, Photograph, and a signed White Paper. 14. Choose eSign if preferred or courier physical documents. 15. Share feedback after registration to receive further instructions. 16. You're all set! You will be redirected to the Choice Login Page for trading.

What are the options for order validity when placing an order?

When you tap on the BUY or SELL button on most SCRIP INFO screens, it will bring up the ORDER BOX. The ORDER BOX contains several options such as MKT (Market Order), LMT (Limit Order), SL (Stop Loss), SL-M (Stop Loss Market), PRICE, QUANTITY, and AMOUNT. At the bottom, there is a BUY-SELL toggle button for your convenience. - MKT: This is a Market order where you buy or sell at the current market price. - LMT: This is a Limit Market order triggered at a preferred price. - SL: A Stop Loss order helps cut losses when a trade goes against you, with a trigger price and execution price. - SL-M: Stop Loss Market order executes when the stock reaches a certain price level. Order type options include DELIVERY (holding stocks overnight) or INTRADAY (trading within the same day for leverage). Order validity can be set as Day, IOC (Immediate or Cancel), GTD (Good till Date), or GTC (Good till Cancel). You need to enter the Price and Quantity, and the Amount will be calculated accordingly. Once you submit, your order will be executed. For After Market Orders (AMO) or Pre-Market Orders (PMO), the pricing will be fixed.

Preferences To access your Preferences in Choice and customize how you view and use key features, follow these steps: 1. Open your account and tap on "More." 2. Select "My Preferences." Dark Theme: Enjoy our sleek Dark Theme by selecting the very first option in the menu labeled "DARK THEME." To switch back to the default Light Theme, open the menu and select the Light Theme option. --- **Cleaned Answer:** In the Preferences section of Choice, you can adjust how you view and utilize key features. To do this, open your account and tap on "More," then select "My Preferences." Switch to the Dark Theme by choosing the first option labeled "DARK THEME" in the menu. To go back to the default Light Theme, open the menu and select the Light Theme option.

How can filters be applied in the Market Overview section based on exchanges and segments?

In the Market Overview section, you can access detailed information about various market categories. These categories include: - Top gainers - Top losers - Activities based on value - Activities based on volume - Top gainers by OI% (Open Interest %) - Top losers by OI% - OI spurts (significant increase in Open Interest) You can also apply filters based on different exchanges like NSE and BSE, as well as segments including equity, derivative, commodity, currency, Indian indices, and global indices. This section provides a comprehensive view of trading and investing activities across major global indices, allowing you to gain insights into the world economy and make informed decisions.

Watchlists are a handy feature that allows you to save your preferred stocks for easier and faster trading or investment decisions. You can access the Watchlist by selecting it from the bottom tab on the app. When creating a new Watchlist, you can add up to 5 lists, each capable of holding 50 stocks. To add stocks to an empty Watchlist, use the "Search & Add" button, which will guide you to search for the desired stock and add it to your list. Once you have stocks in your Watchlist, you can utilize the Searchbox in each individual Watchlist to easily find specific stocks by typing their initials. Additionally, the Searchbox is equipped with a FILTER feature that allows you to refine your search by choosing the Exchange or sorting the stocks alphabetically or by percentage change. To customize your Watchlist further, you can rearrange the order of stocks, rename the Watchlist, and delete unwanted stocks. Simply long-press on a stock to enter editing mode, where you can rename it, drag it to a new position on the list, or remove it by using the Trash icon. Remember to save your changes to keep your Watchlist organized. To switch between Watchlists, you can either press the individual button for each list or swipe left on the app. This way, you can manage multiple Watchlists with ease.

How can users directly initiate buy or sell calls from the advanced chart, and where does it take them?

The advanced real-time charts feature allows users to analyze stock prices in-depth with various chart types and tick data. To access the advanced charting tools, tap on the icon located in the right corner of the chart. The chart will open in portrait mode, and you can customize the view using the following features: - **Time Interval:** The default interval is 15 minutes, but users can select intervals ranging from 1 minute to 1 month. - **Chart Type:** Choose from candle, colored line, or other types to personalize the view. - **Study Tools:** Add studies like Simple Moving Averages (SMA) and Volume Weighted Average Price (VWAP) for better trading decisions. - **Buy/Sell Calls:** Users can directly initiate buy or sell calls from the chart, taking them to the ordering section. - **Native Phone Features:** Utilize features like pinch to zoom in/out and swipe left or right for navigation. - **Cross-Sectional Line:** A dynamic line that helps in understanding pricing, enabling users to view prices by moving the line over the chart. - **Drawing Tools:** Easily accessible tools like measure, fib retracements, lines, and channels for technical analysis. - **Marker:** View key information like open, high, low, close, and volume of a specific candle at a particular time. - **Horizontal View:** Option to view the chart horizontally for a better perspective. - **Full-Screen Mode:** Users can opt for a full-screen view for a more detailed analysis. These features provide users with comprehensive tools for advanced chart analysis and trading decisions.

In the Market Overview section, you can access detailed information about various market categories. These categories include: - Top gainers - Top losers - Activities based on value - Activities based on volume - Top gainers by OI% (Open Interest %) - Top losers by OI% - OI spurts (significant increase in Open Interest) You can also apply filters based on different exchanges like NSE and BSE, as well as segments including equity, derivative, commodity, currency, Indian indices, and global indices. This section provides a comprehensive view of trading and investing activities across major global indices, allowing you to gain insights into the world economy and make informed decisions.

What are some of the study tools that users can add to the advanced charts for better trading decisions?

In the Market Overview section, you can access detailed information about various market categories. These categories include: - Top gainers - Top losers - Activities based on value - Activities based on volume - Top gainers by OI% (Open Interest %) - Top losers by OI% - OI spurts (significant increase in Open Interest) You can also apply filters based on different exchanges like NSE and BSE, as well as segments including equity, derivative, commodity, currency, Indian indices, and global indices. This section provides a comprehensive view of trading and investing activities across major global indices, allowing you to gain insights into the world economy and make informed decisions.

When you tap on the BUY or SELL button on most SCRIP INFO screens, it will bring up the ORDER BOX. The ORDER BOX contains several options such as MKT (Market Order), LMT (Limit Order), SL (Stop Loss), SL-M (Stop Loss Market), PRICE, QUANTITY, and AMOUNT. At the bottom, there is a BUY-SELL toggle button for your convenience. - MKT: This is a Market order where you buy or sell at the current market price. - LMT: This is a Limit Market order triggered at a preferred price. - SL: A Stop Loss order helps cut losses when a trade goes against you, with a trigger price and execution price. - SL-M: Stop Loss Market order executes when the stock reaches a certain price level. Order type options include DELIVERY (holding stocks overnight) or INTRADAY (trading within the same day for leverage). Order validity can be set as Day, IOC (Immediate or Cancel), GTD (Good till Date), or GTC (Good till Cancel). You need to enter the Price and Quantity, and the Amount will be calculated accordingly. Once you submit, your order will be executed. For After Market Orders (AMO) or Pre-Market Orders (PMO), the pricing will be fixed.

How can clients access the Technical Research section for detailed analysis and research strategies?

**Technical Research** The Technical Research section provides analysis of price trends and is suitable for short-term investors. This analysis is done through technical analysis, which examines market trends and historical price and volume patterns to evaluate the future value of securities. The reports generated in this section have five types of research strategies explained below: 1. **Sumeet Bagadia Calls:** Receive expert calls from Sumeet Bagadia, Director at Choice Broking, based on fundamental and technical analysis for both short-term and long-term investment views. 2. **Choice Signal:** An automated research engine that offers real-time trading ideas with five strategies to cover all aspects of stocks for traders. It includes: - **Intraday Spurt Strategy:** Generates intraday research calls for traders based on pattern breakouts and volume criteria, with two target levels for potential returns. - **Dark Horse Strategy:** Provides positional research calls for traders based on price and volume breakout, aiming for a return of 5% to 10% within a week. - **Future Trade Simplifier Intraday:** Offers intraday trade calls in the Future segment by analyzing Open Interest situations and price movements. - **Future Trade Simplifier Positional:** Provides positional trade calls in the Future segment. - **ETET Strategy (Equity):** A strategy for traders to buy stocks today and sell them tomorrow, analyzing intraday breakouts with above-average volume. Clients can access this section via the bottom tab labeled "Research" for detailed technical analysis and research strategies to support their investment decisions.

### More>Message Hub **FAQ:** Where can I find the different message sections in this section? **Answer:** To access the various message sections, navigate to More and then click on Message Hub. This section contains all the different message sections available for you to view and interact with.

What notifications will a client receive regarding their account status and trading activation process?

Sign In Process: **First Time Login:** 1. Enter your Client ID and the system-generated password provided. 2. Create a new password that is alphanumeric (6-12 characters) with special characters. 3. Confirm the new password. 4. Set a new PIN (4-6 digits). 5. Proceed to your account by clicking on the Next Button. **Existing User Login:** 1. Enter your Client ID, Password, and PIN that you have set. 2. **Activating Fingerprint/Face ID:** 1. After entering Client ID and Password, enter the PIN. 2. Choose to enable Fingerprint/Face ID authentication (available for certain devices). 3. Next time, use Fingerprint/Face ID instead of the PIN to log in. **Forgot Password:** 1. Click on 'Forgot Password' on the Login Page and provide Client ID or PAN. 2. Receive a system-generated password on your registered Email or Mobile Number. 3. Create a new password with special characters as instructed and confirm it. **Forgot PIN:** 1. On the Login Page, click 'Forgot PIN' and receive a system-generated PIN. 2. Create a new PIN and confirm it. **Changing Password:** 1. Go to Menu > My Profile > Change Password. 2. Enter Current Password, new password, and confirm. 3. Click on Change Password. **Changing PIN:** 1. Go to Menu > My Profile > Change PIN. 2. Enter Current PIN, new PIN, and confirm. 3. Click on Change PIN. **Account Locked Due to Incorrect Password:** 1. If your account is locked, tap 'Forgot Password' and follow the instructions to unlock it.

**Technical Research** The Technical Research section provides analysis of price trends and is suitable for short-term investors. This analysis is done through technical analysis, which examines market trends and historical price and volume patterns to evaluate the future value of securities. The reports generated in this section have five types of research strategies explained below: 1. **Sumeet Bagadia Calls:** Receive expert calls from Sumeet Bagadia, Director at Choice Broking, based on fundamental and technical analysis for both short-term and long-term investment views. 2. **Choice Signal:** An automated research engine that offers real-time trading ideas with five strategies to cover all aspects of stocks for traders. It includes: - **Intraday Spurt Strategy:** Generates intraday research calls for traders based on pattern breakouts and volume criteria, with two target levels for potential returns. - **Dark Horse Strategy:** Provides positional research calls for traders based on price and volume breakout, aiming for a return of 5% to 10% within a week. - **Future Trade Simplifier Intraday:** Offers intraday trade calls in the Future segment by analyzing Open Interest situations and price movements. - **Future Trade Simplifier Positional:** Provides positional trade calls in the Future segment. - **ETET Strategy (Equity):** A strategy for traders to buy stocks today and sell them tomorrow, analyzing intraday breakouts with above-average volume. Clients can access this section via the bottom tab labeled "Research" for detailed technical analysis and research strategies to support their investment decisions.

How long does it take for the withdrawn amount to be credited after initiating a withdrawal?

**Fund Related Information** To access your Funds information, go to Menu -> Funds. In this section, you will find the following details at a glance: 1. Ledger Balance: Your current balance 2. Today’s Balance: Balance as of today 3. Today’s Pay-In: Deposits made today 4. Today’s Payout: Withdrawals made today 5. DP Charges: Depository charges 6. CFS (Credit for Sell): Benefits from selling holdings today 7. Future Bill Cr/Dr: Unsettled bill amount 8. Margin Against Assets: Loan value against your assets 9. Early Pay-In: 80% of selling holding value given on T+1 10. Margin Against Holding: Margin received from pledged stocks, MF, etc. 11. Margin Utilized: Total utilized margin 12. Available for Trading: Funds available for trading **How to Deposit or Withdraw Funds** 1. **Deposit:** - Enter amount, select UPI or Net Banking, enter UPI ID, select bank, tap DEPOSIT. 2. **For NEFT or RTGS:** - Click 'Do you want to opt for NEFT/RTGS?', follow instructions for transfer. - Send deposit details to b.accounts@choiceindia.com for tracking. 3. **Withdraw:** - Enter amount, select bank, tap WITHDRAW. - You will receive an SMS and email confirmation. Amount will be credited in T+2 days.

### More>Message Hub **FAQ:** Where can I find the different message sections in this section? **Answer:** To access the various message sections, navigate to More and then click on Message Hub. This section contains all the different message sections available for you to view and interact with.

How can I access the Portfolio section on the app?

The Portfolio section on the app displays all your trading and investment activity. To access it, simply tap on the PORTFOLIO tab located at the bottom of the screen. Within the Portfolio section, you will find separate tabs for Stocks, Mutual Funds, and Baskets. Here, you can view important information such as the current value and invested value of your holdings, along with the day's profit or loss and the overall profit or loss. It's a great way to keep track of how your investments are performing in one convenient location.

When you tap on the BUY or SELL button on most SCRIP INFO screens, it will bring up the ORDER BOX. The ORDER BOX contains several options such as MKT (Market Order), LMT (Limit Order), SL (Stop Loss), SL-M (Stop Loss Market), PRICE, QUANTITY, and AMOUNT. At the bottom, there is a BUY-SELL toggle button for your convenience. - MKT: This is a Market order where you buy or sell at the current market price. - LMT: This is a Limit Market order triggered at a preferred price. - SL: A Stop Loss order helps cut losses when a trade goes against you, with a trigger price and execution price. - SL-M: Stop Loss Market order executes when the stock reaches a certain price level. Order type options include DELIVERY (holding stocks overnight) or INTRADAY (trading within the same day for leverage). Order validity can be set as Day, IOC (Immediate or Cancel), GTD (Good till Date), or GTC (Good till Cancel). You need to enter the Price and Quantity, and the Amount will be calculated accordingly. Once you submit, your order will be executed. For After Market Orders (AMO) or Pre-Market Orders (PMO), the pricing will be fixed.

How can a user change their PIN on the stock broking platform?

Preferences To access your Preferences in Choice and customize how you view and use key features, follow these steps: 1. Open your account and tap on "More." 2. Select "My Preferences." Dark Theme: Enjoy our sleek Dark Theme by selecting the very first option in the menu labeled "DARK THEME." To switch back to the default Light Theme, open the menu and select the Light Theme option. --- **Cleaned Answer:** In the Preferences section of Choice, you can adjust how you view and utilize key features. To do this, open your account and tap on "More," then select "My Preferences." Switch to the Dark Theme by choosing the first option labeled "DARK THEME" in the menu. To go back to the default Light Theme, open the menu and select the Light Theme option.

**IPO Listings:** **Open IPOs:** Here you can see the latest IPOs available for subscription. By clicking on an IPO's card, you can access options to view details, subscribe to the IPO, and share it. 1. **Details:** This section provides all relevant information about the IPO. You can subscribe by clicking the 'Subscribe' button at the bottom of the screen. 2. **How to apply for the IPO using UPI:** - Enter the number of lots you want to bid for. - Choose whether you want to bid at the cut-off price or enter your own price within the specified range. - The amount to be blocked will be displayed based on your bid. - Enter your UPI ID and select the VPA code. - Confirm your eligibility as a UPI bidder by checking the box and click 'Subscribe'. - Once you submit your application, you will receive a mandate request on your UPI app, which you need to accept. - You will also receive an email and notification from the respective application to approve and proceed with the process. **IPO Transactions:** This section allows you to track the progress of your IPO bid. - **Payment Status:** - **Failed:** Indicates that your payment did not go through, and you need to re-initiate the transaction. - **Success:** Confirms that your bid application was successful and accepted. - **Pending:** Means the mandate is still in the approval process. - **DP Verification Status:** - **Failed:** Indicates a mismatch in your DP, which needs to be corrected. - **Pending:** Shows that the verification process is ongoing. - **Successful:** Confirms that the DP matches the SEBI records. - **IPO Application Status:** - **Subscribed:** Confirms a successful IPO subscription. - **Canceled:** Shows you have canceled the application. - **Modified:** Indicates changes made to the application. - **Failed:** Denotes an unsuccessful subscription requiring a re-initiation process. - **Modify IPO Application:** - Changes can be made only after the bidding window is closed. Successful modifications will be confirmed with a message. **Closed IPOs:** Lists IPOs that have concluded their subscription period, and no more modifications can be made. **Upcoming IPOs:** Displays all upcoming IPOs. **Note - IPO Allocation:** 1. **Successful IPO Allotment:** - Transfers allotted shares to your Demat Account upon successful allocation. - You will receive notifications via email, SMS, and from Exchange(NSE/BSE). - The bid amount blocked by the bank will be deducted. 2. **Unsuccessful IPO Allotment:** - If the allotment is unsuccessful, the blocked bid amount will be released. - Notifications will be sent via email and SMS.

How can I access and customize my Preferences in Choice?

Preferences To access your Preferences in Choice and customize how you view and use key features, follow these steps: 1. Open your account and tap on "More." 2. Select "My Preferences." Dark Theme: Enjoy our sleek Dark Theme by selecting the very first option in the menu labeled "DARK THEME." To switch back to the default Light Theme, open the menu and select the Light Theme option. --- **Cleaned Answer:** In the Preferences section of Choice, you can adjust how you view and utilize key features. To do this, open your account and tap on "More," then select "My Preferences." Switch to the Dark Theme by choosing the first option labeled "DARK THEME" in the menu. To go back to the default Light Theme, open the menu and select the Light Theme option.

**IPO Listings:** **Open IPOs:** Here you can see the latest IPOs available for subscription. By clicking on an IPO's card, you can access options to view details, subscribe to the IPO, and share it. 1. **Details:** This section provides all relevant information about the IPO. You can subscribe by clicking the 'Subscribe' button at the bottom of the screen. 2. **How to apply for the IPO using UPI:** - Enter the number of lots you want to bid for. - Choose whether you want to bid at the cut-off price or enter your own price within the specified range. - The amount to be blocked will be displayed based on your bid. - Enter your UPI ID and select the VPA code. - Confirm your eligibility as a UPI bidder by checking the box and click 'Subscribe'. - Once you submit your application, you will receive a mandate request on your UPI app, which you need to accept. - You will also receive an email and notification from the respective application to approve and proceed with the process. **IPO Transactions:** This section allows you to track the progress of your IPO bid. - **Payment Status:** - **Failed:** Indicates that your payment did not go through, and you need to re-initiate the transaction. - **Success:** Confirms that your bid application was successful and accepted. - **Pending:** Means the mandate is still in the approval process. - **DP Verification Status:** - **Failed:** Indicates a mismatch in your DP, which needs to be corrected. - **Pending:** Shows that the verification process is ongoing. - **Successful:** Confirms that the DP matches the SEBI records. - **IPO Application Status:** - **Subscribed:** Confirms a successful IPO subscription. - **Canceled:** Shows you have canceled the application. - **Modified:** Indicates changes made to the application. - **Failed:** Denotes an unsuccessful subscription requiring a re-initiation process. - **Modify IPO Application:** - Changes can be made only after the bidding window is closed. Successful modifications will be confirmed with a message. **Closed IPOs:** Lists IPOs that have concluded their subscription period, and no more modifications can be made. **Upcoming IPOs:** Displays all upcoming IPOs. **Note - IPO Allocation:** 1. **Successful IPO Allotment:** - Transfers allotted shares to your Demat Account upon successful allocation. - You will receive notifications via email, SMS, and from Exchange(NSE/BSE). - The bid amount blocked by the bank will be deducted. 2. **Unsuccessful IPO Allotment:** - If the allotment is unsuccessful, the blocked bid amount will be released. - Notifications will be sent via email and SMS.

How can clients access the Technical Research section for detailed analysis and research strategies?

**Technical Research** The Technical Research section provides analysis of price trends and is suitable for short-term investors. This analysis is done through technical analysis, which examines market trends and historical price and volume patterns to evaluate the future value of securities. The reports generated in this section have five types of research strategies explained below: 1. **Sumeet Bagadia Calls:** Receive expert calls from Sumeet Bagadia, Director at Choice Broking, based on fundamental and technical analysis for both short-term and long-term investment views. 2. **Choice Signal:** An automated research engine that offers real-time trading ideas with five strategies to cover all aspects of stocks for traders. It includes: - **Intraday Spurt Strategy:** Generates intraday research calls for traders based on pattern breakouts and volume criteria, with two target levels for potential returns. - **Dark Horse Strategy:** Provides positional research calls for traders based on price and volume breakout, aiming for a return of 5% to 10% within a week. - **Future Trade Simplifier Intraday:** Offers intraday trade calls in the Future segment by analyzing Open Interest situations and price movements. - **Future Trade Simplifier Positional:** Provides positional trade calls in the Future segment. - **ETET Strategy (Equity):** A strategy for traders to buy stocks today and sell them tomorrow, analyzing intraday breakouts with above-average volume. Clients can access this section via the bottom tab labeled "Research" for detailed technical analysis and research strategies to support their investment decisions.

To create an account on the Choice App for both Android and iOS devices, follow these steps: 1. Click on 'Create Account' on the Login Page. 2. Enter your Name, Mobile Number, City (mandatory), Email ID, and Referral ID (if applicable). Submit the details. 3. Verify the OTP sent to your registered mobile number. 4. Prepare soft copies of the following documents: Address Proof, PAN Card, Cancelled Cheque, Photograph, Signature on a White Paper, and Income Proof. 5. Enter your PAN number and Date of Birth, then proceed to the next step. 6. Upload a picture of your PAN Card and provide your Email ID, Mobile Number, Date of Birth, PAN number, and optional Aadhaar Number. 7. Fill in your Full Name, Father's Name, Mother’s Name, Aadhaar Number, Birthplace, Gender, Marital Status, political party affiliation, and nominee details if applicable. 8. Enter your address details if not automatically fetched. 9. Provide economic details like Income Slab, Occupation, Educational Qualification, and Previous Trading Experience. 10. Upload an image of your Cancelled Cheque/Passbook and enter your Bank Account details. 11. Choose the trading segment you are interested in: Equity/Derivatives, Currency, or Commodities. 12. For In-Person Verification, write down the OTP on a white paper, take a selfie holding the paper, and upload it. 13. Upload necessary KYC documents like Income Proof, Aadhaar card, Photograph, and a signed White Paper. 14. Choose eSign if preferred or courier physical documents. 15. Share feedback after registration to receive further instructions. 16. You're all set! You will be redirected to the Choice Login Page for trading.

What is the process for a client to start trading after completing onboarding on the stock broking platform?

Sign In Process: **First Time Login:** 1. Enter your Client ID and the system-generated password provided. 2. Create a new password that is alphanumeric (6-12 characters) with special characters. 3. Confirm the new password. 4. Set a new PIN (4-6 digits). 5. Proceed to your account by clicking on the Next Button. **Existing User Login:** 1. Enter your Client ID, Password, and PIN that you have set. 2. **Activating Fingerprint/Face ID:** 1. After entering Client ID and Password, enter the PIN. 2. Choose to enable Fingerprint/Face ID authentication (available for certain devices). 3. Next time, use Fingerprint/Face ID instead of the PIN to log in. **Forgot Password:** 1. Click on 'Forgot Password' on the Login Page and provide Client ID or PAN. 2. Receive a system-generated password on your registered Email or Mobile Number. 3. Create a new password with special characters as instructed and confirm it. **Forgot PIN:** 1. On the Login Page, click 'Forgot PIN' and receive a system-generated PIN. 2. Create a new PIN and confirm it. **Changing Password:** 1. Go to Menu > My Profile > Change Password. 2. Enter Current Password, new password, and confirm. 3. Click on Change Password. **Changing PIN:** 1. Go to Menu > My Profile > Change PIN. 2. Enter Current PIN, new PIN, and confirm. 3. Click on Change PIN. **Account Locked Due to Incorrect Password:** 1. If your account is locked, tap 'Forgot Password' and follow the instructions to unlock it.

**Fund Related Information** To access your Funds information, go to Menu -> Funds. In this section, you will find the following details at a glance: 1. Ledger Balance: Your current balance 2. Today’s Balance: Balance as of today 3. Today’s Pay-In: Deposits made today 4. Today’s Payout: Withdrawals made today 5. DP Charges: Depository charges 6. CFS (Credit for Sell): Benefits from selling holdings today 7. Future Bill Cr/Dr: Unsettled bill amount 8. Margin Against Assets: Loan value against your assets 9. Early Pay-In: 80% of selling holding value given on T+1 10. Margin Against Holding: Margin received from pledged stocks, MF, etc. 11. Margin Utilized: Total utilized margin 12. Available for Trading: Funds available for trading **How to Deposit or Withdraw Funds** 1. **Deposit:** - Enter amount, select UPI or Net Banking, enter UPI ID, select bank, tap DEPOSIT. 2. **For NEFT or RTGS:** - Click 'Do you want to opt for NEFT/RTGS?', follow instructions for transfer. - Send deposit details to b.accounts@choiceindia.com for tracking. 3. **Withdraw:** - Enter amount, select bank, tap WITHDRAW. - You will receive an SMS and email confirmation. Amount will be credited in T+2 days.

How long does it take for the withdrawn amount to be credited after initiating a withdrawal?

**Fund Related Information** To access your Funds information, go to Menu -> Funds. In this section, you will find the following details at a glance: 1. Ledger Balance: Your current balance 2. Today’s Balance: Balance as of today 3. Today’s Pay-In: Deposits made today 4. Today’s Payout: Withdrawals made today 5. DP Charges: Depository charges 6. CFS (Credit for Sell): Benefits from selling holdings today 7. Future Bill Cr/Dr: Unsettled bill amount 8. Margin Against Assets: Loan value against your assets 9. Early Pay-In: 80% of selling holding value given on T+1 10. Margin Against Holding: Margin received from pledged stocks, MF, etc. 11. Margin Utilized: Total utilized margin 12. Available for Trading: Funds available for trading **How to Deposit or Withdraw Funds** 1. **Deposit:** - Enter amount, select UPI or Net Banking, enter UPI ID, select bank, tap DEPOSIT. 2. **For NEFT or RTGS:** - Click 'Do you want to opt for NEFT/RTGS?', follow instructions for transfer. - Send deposit details to b.accounts@choiceindia.com for tracking. 3. **Withdraw:** - Enter amount, select bank, tap WITHDRAW. - You will receive an SMS and email confirmation. Amount will be credited in T+2 days.

To create an account on the Choice App for both Android and iOS devices, follow these steps: 1. Click on 'Create Account' on the Login Page. 2. Enter your Name, Mobile Number, City (mandatory), Email ID, and Referral ID (if applicable). Submit the details. 3. Verify the OTP sent to your registered mobile number. 4. Prepare soft copies of the following documents: Address Proof, PAN Card, Cancelled Cheque, Photograph, Signature on a White Paper, and Income Proof. 5. Enter your PAN number and Date of Birth, then proceed to the next step. 6. Upload a picture of your PAN Card and provide your Email ID, Mobile Number, Date of Birth, PAN number, and optional Aadhaar Number. 7. Fill in your Full Name, Father's Name, Mother’s Name, Aadhaar Number, Birthplace, Gender, Marital Status, political party affiliation, and nominee details if applicable. 8. Enter your address details if not automatically fetched. 9. Provide economic details like Income Slab, Occupation, Educational Qualification, and Previous Trading Experience. 10. Upload an image of your Cancelled Cheque/Passbook and enter your Bank Account details. 11. Choose the trading segment you are interested in: Equity/Derivatives, Currency, or Commodities. 12. For In-Person Verification, write down the OTP on a white paper, take a selfie holding the paper, and upload it. 13. Upload necessary KYC documents like Income Proof, Aadhaar card, Photograph, and a signed White Paper. 14. Choose eSign if preferred or courier physical documents. 15. Share feedback after registration to receive further instructions. 16. You're all set! You will be redirected to the Choice Login Page for trading.

How can I access and customize my Preferences in Choice?

Preferences To access your Preferences in Choice and customize how you view and use key features, follow these steps: 1. Open your account and tap on "More." 2. Select "My Preferences." Dark Theme: Enjoy our sleek Dark Theme by selecting the very first option in the menu labeled "DARK THEME." To switch back to the default Light Theme, open the menu and select the Light Theme option. --- **Cleaned Answer:** In the Preferences section of Choice, you can adjust how you view and utilize key features. To do this, open your account and tap on "More," then select "My Preferences." Switch to the Dark Theme by choosing the first option labeled "DARK THEME" in the menu. To go back to the default Light Theme, open the menu and select the Light Theme option.

To set price alerts for individual stocks, you have the option to set unlimited alerts, which are divided into "Pending" and "Matched" sections. To set a price alert, you can follow these steps: 1. Search for the stock you're interested in. 2. Visit the company page. 3. Tap on "Set Alert" and input the conditions for the alert, such as selecting a trigger like the Last Traded Price and setting the price at which you want to be notified. 4. You can also set alerts for BSE by selecting Yes or No. To access your alerts, go to More > MY Alerts. In the "Price Alerts" section, under the "Conditions" tab, you can set specific triggers and conditions for your price alerts. You can manually enter the price at which you want the alert to be triggered and the date on which you want to be notified. Once an alert is triggered, it will appear in the "Matched" section, where you can view all alerts that have been triggered.

How does the Market Overview section help users in making informed decisions related to the world economy?

In the Market Overview section, you can access detailed information about various market categories. These categories include: - Top gainers - Top losers - Activities based on value - Activities based on volume - Top gainers by OI% (Open Interest %) - Top losers by OI% - OI spurts (significant increase in Open Interest) You can also apply filters based on different exchanges like NSE and BSE, as well as segments including equity, derivative, commodity, currency, Indian indices, and global indices. This section provides a comprehensive view of trading and investing activities across major global indices, allowing you to gain insights into the world economy and make informed decisions.

Sign In Process: **First Time Login:** 1. Enter your Client ID and the system-generated password provided. 2. Create a new password that is alphanumeric (6-12 characters) with special characters. 3. Confirm the new password. 4. Set a new PIN (4-6 digits). 5. Proceed to your account by clicking on the Next Button. **Existing User Login:** 1. Enter your Client ID, Password, and PIN that you have set. 2. **Activating Fingerprint/Face ID:** 1. After entering Client ID and Password, enter the PIN. 2. Choose to enable Fingerprint/Face ID authentication (available for certain devices). 3. Next time, use Fingerprint/Face ID instead of the PIN to log in. **Forgot Password:** 1. Click on 'Forgot Password' on the Login Page and provide Client ID or PAN. 2. Receive a system-generated password on your registered Email or Mobile Number. 3. Create a new password with special characters as instructed and confirm it. **Forgot PIN:** 1. On the Login Page, click 'Forgot PIN' and receive a system-generated PIN. 2. Create a new PIN and confirm it. **Changing Password:** 1. Go to Menu > My Profile > Change Password. 2. Enter Current Password, new password, and confirm. 3. Click on Change Password. **Changing PIN:** 1. Go to Menu > My Profile > Change PIN. 2. Enter Current PIN, new PIN, and confirm. 3. Click on Change PIN. **Account Locked Due to Incorrect Password:** 1. If your account is locked, tap 'Forgot Password' and follow the instructions to unlock it.

What are the customization options available for users when accessing the advanced real-time charts feature?

Preferences To access your Preferences in Choice and customize how you view and use key features, follow these steps: 1. Open your account and tap on "More." 2. Select "My Preferences." Dark Theme: Enjoy our sleek Dark Theme by selecting the very first option in the menu labeled "DARK THEME." To switch back to the default Light Theme, open the menu and select the Light Theme option. --- **Cleaned Answer:** In the Preferences section of Choice, you can adjust how you view and utilize key features. To do this, open your account and tap on "More," then select "My Preferences." Switch to the Dark Theme by choosing the first option labeled "DARK THEME" in the menu. To go back to the default Light Theme, open the menu and select the Light Theme option.

**Position Section:** Under the Positions Tab, you can view the current value and overall gain/loss of your positions, including Futures & Options and cash/equity orders executed on the same day. - **LIST:** This section displays your invested value compared to the current value, which changes with market movements. It also shows your overall profit/loss. You can easily see this information at a glance. - **SEARCH:** Here, you can search for specific trades you entered or exited. You can filter your trades based on options like ALL, INTRADAY, TODAY, POSITION, ALPHABETICALLY, P&L, P&L%, and Quantity. - **CONVERT POSITION:** You can switch your positions from Intraday to Delivery or vice versa by selecting the Convert Position option. - **SCRIP INFO:** Clicking here will take you to a page dedicated to the scrip. You can also initiate new trades from this section. - **DETAILS:** This shows trade details for a particular scrip. By clicking on the "VIEW TRADES" hyperlink, you can see all trades you've made for that scrip. - **BUY/SELL:** This option allows you to place orders to enter or exit trades. **Orders Section:** This section displays Intraday trades and delivery orders, categorized as PENDING, EXECUTED, TRADES, and OTHERS. 1. **Pending:** Shows orders that were not executed, partially executed, or rejected. You can edit these orders by tapping on them. 2. **Executed:** Lists all orders that were successfully executed, providing details such as INTRADAY, Last Traded Price (LTP), Market Closing Price, lots, and time. You can view trade details and history by clicking on the "VIEW TRADES" hyperlink. 3. **Trades:** Displays the list of executed trades, especially for those trades that were completed in multiple steps. 4. **Others:** Lists rejected trades along with reasons and additional details.

Where can I find the Dark Theme option within the Preferences menu in Choice?

Preferences To access your Preferences in Choice and customize how you view and use key features, follow these steps: 1. Open your account and tap on "More." 2. Select "My Preferences." Dark Theme: Enjoy our sleek Dark Theme by selecting the very first option in the menu labeled "DARK THEME." To switch back to the default Light Theme, open the menu and select the Light Theme option. --- **Cleaned Answer:** In the Preferences section of Choice, you can adjust how you view and utilize key features. To do this, open your account and tap on "More," then select "My Preferences." Switch to the Dark Theme by choosing the first option labeled "DARK THEME" in the menu. To go back to the default Light Theme, open the menu and select the Light Theme option.

Sign In Process: **First Time Login:** 1. Enter your Client ID and the system-generated password provided. 2. Create a new password that is alphanumeric (6-12 characters) with special characters. 3. Confirm the new password. 4. Set a new PIN (4-6 digits). 5. Proceed to your account by clicking on the Next Button. **Existing User Login:** 1. Enter your Client ID, Password, and PIN that you have set. 2. **Activating Fingerprint/Face ID:** 1. After entering Client ID and Password, enter the PIN. 2. Choose to enable Fingerprint/Face ID authentication (available for certain devices). 3. Next time, use Fingerprint/Face ID instead of the PIN to log in. **Forgot Password:** 1. Click on 'Forgot Password' on the Login Page and provide Client ID or PAN. 2. Receive a system-generated password on your registered Email or Mobile Number. 3. Create a new password with special characters as instructed and confirm it. **Forgot PIN:** 1. On the Login Page, click 'Forgot PIN' and receive a system-generated PIN. 2. Create a new PIN and confirm it. **Changing Password:** 1. Go to Menu > My Profile > Change Password. 2. Enter Current Password, new password, and confirm. 3. Click on Change Password. **Changing PIN:** 1. Go to Menu > My Profile > Change PIN. 2. Enter Current PIN, new PIN, and confirm. 3. Click on Change PIN. **Account Locked Due to Incorrect Password:** 1. If your account is locked, tap 'Forgot Password' and follow the instructions to unlock it.

Who is Sumeet Bagadia and what kind of calls can investors receive from him?

**Technical Research** The Technical Research section provides analysis of price trends and is suitable for short-term investors. This analysis is done through technical analysis, which examines market trends and historical price and volume patterns to evaluate the future value of securities. The reports generated in this section have five types of research strategies explained below: 1. **Sumeet Bagadia Calls:** Receive expert calls from Sumeet Bagadia, Director at Choice Broking, based on fundamental and technical analysis for both short-term and long-term investment views. 2. **Choice Signal:** An automated research engine that offers real-time trading ideas with five strategies to cover all aspects of stocks for traders. It includes: - **Intraday Spurt Strategy:** Generates intraday research calls for traders based on pattern breakouts and volume criteria, with two target levels for potential returns. - **Dark Horse Strategy:** Provides positional research calls for traders based on price and volume breakout, aiming for a return of 5% to 10% within a week. - **Future Trade Simplifier Intraday:** Offers intraday trade calls in the Future segment by analyzing Open Interest situations and price movements. - **Future Trade Simplifier Positional:** Provides positional trade calls in the Future segment. - **ETET Strategy (Equity):** A strategy for traders to buy stocks today and sell them tomorrow, analyzing intraday breakouts with above-average volume. Clients can access this section via the bottom tab labeled "Research" for detailed technical analysis and research strategies to support their investment decisions.

Watchlists are a handy feature that allows you to save your preferred stocks for easier and faster trading or investment decisions. You can access the Watchlist by selecting it from the bottom tab on the app. When creating a new Watchlist, you can add up to 5 lists, each capable of holding 50 stocks. To add stocks to an empty Watchlist, use the "Search & Add" button, which will guide you to search for the desired stock and add it to your list. Once you have stocks in your Watchlist, you can utilize the Searchbox in each individual Watchlist to easily find specific stocks by typing their initials. Additionally, the Searchbox is equipped with a FILTER feature that allows you to refine your search by choosing the Exchange or sorting the stocks alphabetically or by percentage change. To customize your Watchlist further, you can rearrange the order of stocks, rename the Watchlist, and delete unwanted stocks. Simply long-press on a stock to enter editing mode, where you can rename it, drag it to a new position on the list, or remove it by using the Trash icon. Remember to save your changes to keep your Watchlist organized. To switch between Watchlists, you can either press the individual button for each list or swipe left on the app. This way, you can manage multiple Watchlists with ease.

How can I create an account on the Choice App for Android and iOS devices?

To create an account on the Choice App for both Android and iOS devices, follow these steps: 1. Click on 'Create Account' on the Login Page. 2. Enter your Name, Mobile Number, City (mandatory), Email ID, and Referral ID (if applicable). Submit the details. 3. Verify the OTP sent to your registered mobile number. 4. Prepare soft copies of the following documents: Address Proof, PAN Card, Cancelled Cheque, Photograph, Signature on a White Paper, and Income Proof. 5. Enter your PAN number and Date of Birth, then proceed to the next step. 6. Upload a picture of your PAN Card and provide your Email ID, Mobile Number, Date of Birth, PAN number, and optional Aadhaar Number. 7. Fill in your Full Name, Father's Name, Mother’s Name, Aadhaar Number, Birthplace, Gender, Marital Status, political party affiliation, and nominee details if applicable. 8. Enter your address details if not automatically fetched. 9. Provide economic details like Income Slab, Occupation, Educational Qualification, and Previous Trading Experience. 10. Upload an image of your Cancelled Cheque/Passbook and enter your Bank Account details. 11. Choose the trading segment you are interested in: Equity/Derivatives, Currency, or Commodities. 12. For In-Person Verification, write down the OTP on a white paper, take a selfie holding the paper, and upload it. 13. Upload necessary KYC documents like Income Proof, Aadhaar card, Photograph, and a signed White Paper. 14. Choose eSign if preferred or courier physical documents. 15. Share feedback after registration to receive further instructions. 16. You're all set! You will be redirected to the Choice Login Page for trading.

Preferences To access your Preferences in Choice and customize how you view and use key features, follow these steps: 1. Open your account and tap on "More." 2. Select "My Preferences." Dark Theme: Enjoy our sleek Dark Theme by selecting the very first option in the menu labeled "DARK THEME." To switch back to the default Light Theme, open the menu and select the Light Theme option. --- **Cleaned Answer:** In the Preferences section of Choice, you can adjust how you view and utilize key features. To do this, open your account and tap on "More," then select "My Preferences." Switch to the Dark Theme by choosing the first option labeled "DARK THEME" in the menu. To go back to the default Light Theme, open the menu and select the Light Theme option.

What notifications will a client receive regarding their account status and trading activation process?

Sign In Process: **First Time Login:** 1. Enter your Client ID and the system-generated password provided. 2. Create a new password that is alphanumeric (6-12 characters) with special characters. 3. Confirm the new password. 4. Set a new PIN (4-6 digits). 5. Proceed to your account by clicking on the Next Button. **Existing User Login:** 1. Enter your Client ID, Password, and PIN that you have set. 2. **Activating Fingerprint/Face ID:** 1. After entering Client ID and Password, enter the PIN. 2. Choose to enable Fingerprint/Face ID authentication (available for certain devices). 3. Next time, use Fingerprint/Face ID instead of the PIN to log in. **Forgot Password:** 1. Click on 'Forgot Password' on the Login Page and provide Client ID or PAN. 2. Receive a system-generated password on your registered Email or Mobile Number. 3. Create a new password with special characters as instructed and confirm it. **Forgot PIN:** 1. On the Login Page, click 'Forgot PIN' and receive a system-generated PIN. 2. Create a new PIN and confirm it. **Changing Password:** 1. Go to Menu > My Profile > Change Password. 2. Enter Current Password, new password, and confirm. 3. Click on Change Password. **Changing PIN:** 1. Go to Menu > My Profile > Change PIN. 2. Enter Current PIN, new PIN, and confirm. 3. Click on Change PIN. **Account Locked Due to Incorrect Password:** 1. If your account is locked, tap 'Forgot Password' and follow the instructions to unlock it.

To find a specific company or ETF on the Choice platform, you can follow these steps: 1. Using Search: - Type the first three letters of the company's name (e.g., ICICI) to see a list of affiliated companies/ETFs on NSE/BSE. - Choose your segment (Equity, Derivatives, Commodities, or Currency). - Select the specific company from the results drop-down to view its overview. - Add the company to your WatchList or set a price alert. 2. Scrip Page - Cash and F&O: - View detailed information about a company. - Search by typing the first 3 letters of the company name and selecting it for the overview. 3. Overview Section: - Provides essential details like OPEN, HIGH, LOW, CLOSE. - Click (i) for more details like PRICE TICK, MARKET LOT, CIRCUIT RANGE, etc. - Market Depth shows BID and ASK numbers with quantities. 4. Technical Section: - View Technical data and use the CHART tool for analysis. 5. Pivot Points: - Shows RESISTANCE and SUPPORT levels. - Displays numbers for DAILY assessment by default, switch timeframes if needed. 6. Futures Section: - Displays future prices for near term, mid term, and far term. 7. Recent News: - Displays news related to the company from various sources. 8. Scrip Page - Derivatives (F&O): - Search for company and view open Call/Put contracts. - Select a contract and view the Option Chain. - Buy/Sell contracts and execute orders. These steps will help you navigate and use the features available on the Choice platform effectively.

How can one withdraw funds from the platform?

**Fund Related Information** To access your Funds information, go to Menu -> Funds. In this section, you will find the following details at a glance: 1. Ledger Balance: Your current balance 2. Today’s Balance: Balance as of today 3. Today’s Pay-In: Deposits made today 4. Today’s Payout: Withdrawals made today 5. DP Charges: Depository charges 6. CFS (Credit for Sell): Benefits from selling holdings today 7. Future Bill Cr/Dr: Unsettled bill amount 8. Margin Against Assets: Loan value against your assets 9. Early Pay-In: 80% of selling holding value given on T+1 10. Margin Against Holding: Margin received from pledged stocks, MF, etc. 11. Margin Utilized: Total utilized margin 12. Available for Trading: Funds available for trading **How to Deposit or Withdraw Funds** 1. **Deposit:** - Enter amount, select UPI or Net Banking, enter UPI ID, select bank, tap DEPOSIT. 2. **For NEFT or RTGS:** - Click 'Do you want to opt for NEFT/RTGS?', follow instructions for transfer. - Send deposit details to b.accounts@choiceindia.com for tracking. 3. **Withdraw:** - Enter amount, select bank, tap WITHDRAW. - You will receive an SMS and email confirmation. Amount will be credited in T+2 days.

**IPO Listings:** **Open IPOs:** Here you can see the latest IPOs available for subscription. By clicking on an IPO's card, you can access options to view details, subscribe to the IPO, and share it. 1. **Details:** This section provides all relevant information about the IPO. You can subscribe by clicking the 'Subscribe' button at the bottom of the screen. 2. **How to apply for the IPO using UPI:** - Enter the number of lots you want to bid for. - Choose whether you want to bid at the cut-off price or enter your own price within the specified range. - The amount to be blocked will be displayed based on your bid. - Enter your UPI ID and select the VPA code. - Confirm your eligibility as a UPI bidder by checking the box and click 'Subscribe'. - Once you submit your application, you will receive a mandate request on your UPI app, which you need to accept. - You will also receive an email and notification from the respective application to approve and proceed with the process. **IPO Transactions:** This section allows you to track the progress of your IPO bid. - **Payment Status:** - **Failed:** Indicates that your payment did not go through, and you need to re-initiate the transaction. - **Success:** Confirms that your bid application was successful and accepted. - **Pending:** Means the mandate is still in the approval process. - **DP Verification Status:** - **Failed:** Indicates a mismatch in your DP, which needs to be corrected. - **Pending:** Shows that the verification process is ongoing. - **Successful:** Confirms that the DP matches the SEBI records. - **IPO Application Status:** - **Subscribed:** Confirms a successful IPO subscription. - **Canceled:** Shows you have canceled the application. - **Modified:** Indicates changes made to the application. - **Failed:** Denotes an unsuccessful subscription requiring a re-initiation process. - **Modify IPO Application:** - Changes can be made only after the bidding window is closed. Successful modifications will be confirmed with a message. **Closed IPOs:** Lists IPOs that have concluded their subscription period, and no more modifications can be made. **Upcoming IPOs:** Displays all upcoming IPOs. **Note - IPO Allocation:** 1. **Successful IPO Allotment:** - Transfers allotted shares to your Demat Account upon successful allocation. - You will receive notifications via email, SMS, and from Exchange(NSE/BSE). - The bid amount blocked by the bank will be deducted. 2. **Unsuccessful IPO Allotment:** - If the allotment is unsuccessful, the blocked bid amount will be released. - Notifications will be sent via email and SMS.