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Step 1: Login to Keystone Upstox using your Upstox Credentials.
Step 2: Click on Profit and Loss under Reports.
Step 3: Click on Tax.
Step 4: Select the Financial Year.
Step 5: Click on Download Report or Click on Email Report.
Step 1: Login to bo.upstox.com using your Upstox ID and PAN as password.
Step 2: Go To Order
Step 3: Select an order–>Select sell shares–>Select NSE
Step 4: Enter the Quantity–>Click on sell
Step 5: A BO number gets generated
Step 6: Note the BO number and click on continue which will be redirected to CDSL
Step 7: Enter the BO number and PAN card details
Step 8: Enter OTP and final updated TPIN would be sent to your mobile and e-mail id
Step 9: This will redirect to the Upstox Dashboard and then click on Sell
Step 11: Enter the Transaction PIN(TPIN)
Step 12: After Entering TPIN you can be able to Place Sell Order
Step 1: Login to Keystone Upstox using your Upstox Credentials.
Step 2: Click on Reports.
Step 3: Click on Miscellaneous.
Step 4: Select Report type as Contract.
Step 5: Select Financial Year and click on Get Report.
Step 6: Click on File to download the contract note
Step 7: Email this file with your PAN number, the broker name and unique number in the first line or subject of the email to upload@jama.co.in cc help@jama.co.in.
Step 1 : Login to keystone.upstox.com using your Upstox ID and PAN as password.
Step 2 : Click on the “Reports” dropdown.
Step 3 : Select “Bill Report”
Step 4 : Choose the year ‘1920’ if you want for FY 2019-2020 or ‘2021’ for FY 2020-2021.
Step 5 : Select start and end dates as April 1st and March 31st next year respectively.
Step 6 : Click on Export and choose “CSV” as the option.
– You can do this for multiple years according to your requirement
Step 8: Kindly send this via Email to upload@jama.co.in and cc help@jama.co.in
Step 1 : Login to keystone.upstox.com using your Upstox ID and PAN as password.
Step 2 : Click on the “Reports” dropdown.
Step 3 : Select “Trade”
Step 4 : Choose the Financial Year and Click on Get Report.
Step 5 : Click on XLSX to download the Trade Report .
Step 8: Kindly send this via Email to upload@jama.co.in and cc help@jama.co.in
Steps for Rebalancing
Step 1 : Login to Jama Wealth using the link provided in the mail.
Step 2 : Click on the Rebalancing.
Step 3 : Check you Demat holdings, if the data doesn’t match please send your contract notes to upload@jama.co.in.
Step 4: Login with your Upstox Credentials.
Step 5 : Authorise your Sell Order at CDSL with TPIN and OTP.
Step 6 : Please review your orders and place the orders (both sell and buy orders will be placed).
Step 7: Your 80% rebalancing will be completed and remaining 20% rebalancing should be done on next trading day.
Kindly let our representative know once you complete the process.
Note : The market closes by 3:30pm so kindly place your orders about half hour earlier than the closing time as we need to check our backend as well. Please do send your Contract Notes to upload@jama.co.in and cc ashketh@jama.co.in
Step 1: Login to your Gmail account.
Step 2: Go to settings and click on Forwarding and POP/IMAP.
Step 3: Click on Add a forwarding address.
Step 4: Enter help@jama.co.in and click Next.
Step 5: You will be asked for Confirmation, click on Proceed.
A verification mail will be sent to the given forward mail address (which is help@jama.co.in).
We will verify the Email address.
Do the same steps for upload@jama.co.in
Next
Step 6: Go to Filters and blocked address and click on “Create a new filter”.
Step 7: From: CAS (CAMS) or k Fintech and To: Enter your Email Address
Step 8: Click on Create Filter and choose forward email as help@jama.co.in.
Step 9: Click on “Create Filter”.
Please Note:
1) Please forward the Emails from CAS (CAMS) or k Fintech to help@jama.co.in
2) Please forward the contract Note emails from upstox to upload@jama.co.in
Step 1 : Open camsonline.com web page.
Step 2 : Click on “View More” under Statements.
Step 3 : Select “CAS – CAMS+KFintech+FTAMIL“.
Step 4 : Choose Statement Type as “Summary”.
Step 5 : Enter your Email associated with your Mutual Funds and Password as “Profit40%”
– CAMS sends the pdf to the given Email addresss
Step 6: Kindly forward the email to help@jama.co.in
Step 1 : Open camsonline.com web page.
Step 2 : Click on “View More” under Statements.
Step 3 : Select “CAS – CAMS+KFintech+FTAMIL“.
Step 4 : Choose Statement Type as “Detailed”.
Step 5 : Select PERIOD as “Specific Period“.
Step 6 : Select From Date as “01-JANUARY-2001” and End Date as Current Day
Step 7 : Enter your Email associated with your Mutual Funds and Password as “Profit40%”
– CAMS sends the pdf to the given Email addresss
Step 8: Kindly forward the email to help@jama.co.in
Disclaimer: This information is being provided only as an aid to help in transactions. Jama Wealth does not recommend any demat platform and the client/investor is free to use whichever platform they wish to use. The Jama Wealth platform, nor the advisors are responsible for any errors, or losses the investor/client may incur by using any demat platform.
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