Must Have Knowledge To Remember

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Category Must have information

What is: Intraday, Delivery, Stoploss, Brokerage, NSE/BSE, Equity, commodity, Strike prices, derivatives, index, margins, limit to trade, carry forward
Basics trade, call/put meaning,ARQ ?
Zero brokerage charges on equity delivery for life time , intraday F&O, Commodities, currency (0.25% to 20rs) whichever is lower on per order executed,
Transfer and withdrawal charges agent should be aware
AMC Free for 1 year & from 2nd year 20 RS + 18%gst -23.60 paisa monthly.
Brokerage and Other charges ARQ is free for lifetime.This is ROBOTIC ADVISORY (Important Information)
Referral: Customer can encash the referral: Gift voucher is available ( mini 100 to up to 750) RS up to 750(Condition: If you refer someone to open an
account and do trading within the first 60 working days.
Brokerage Offer: Brokerage charges worth Rs upto 500, will be reverted back to you within 24 Hours in your ledger account.
Algo Trading: Angel one provide ARQ advisory , mutual funds, Smart API like Algo Trading | Market timing
Customer Care: 08047480048|/ App log / website
Trading Platform: Advanced trading platform (Web Login, Mobile app)

Equity Delivery is life time free


Specific Concepts Documents: PAN, Aadhar linked with Mobile, Bank details (6 month Bank statement to activate derivative segment or ITR)
I do not remember when I have applied for Angel one. From where you have reveived my details?
Can I place GTT order with angel one?
Earlier it was Angle broking but now its Angel One, is this a fake broker as they are changing the brand name so frequently?
I met with losses, do angel one provide any recommendations over the application?
I am not having bank statement. Can I still open the trading account?
Objections Post account opening, how can I check my DP account number from your application?
Selfie issue Need to allow the setting or switch the browser (Firefox )
Application submiited Explore page , Rating option will be visible ,congratulation page will be visible (Anyone option)
To stay updated and be aware of new DIY processes.
Pan card step (2 otpion visible manual and to upload ) , Bank step ( auto fetch and mannual to enter) (All bank is acceptable, IMPS not verified
(Required document passbook, cheque with proper detail ,statement ), Digilocker step (client get mannual / connect digilocker )
Signature step (2 otpion visible / mannual aur digital ) , Personal detail (Father name mandatory even document is change after marriage ),
Login number should be register number |
Mismatch document not allowed | Sign should be plain paper (with black and blue pen ) match with pan card
FNO Segment (To activate proper document is required) this can be done later also , Aadhar number is not link (Agent can check if it is link with email
id )
Personal Detail (client is housewife need to select annual income(below 1-5 lkhs ) ,emplyoment (other)
DIY process Client getting an error in KYC (wrong document uploaded ,agent need to reset the step from backend
No minor accounts to be activated. If the Clients PAN CARD is Minor & his age is above 18 years, we will accept the PAN card. Mismatch signature will not
Non Acceptable Documents be accepted , In F&O segment passbook front page & cancel cheque is not allowed.

Important : Sales expert should be aware of all the FAQ'S as mentioned in FAQ sheet (Shared by trainer) as well as mentioned in admin.

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