ANNOUNCEMENTS

• CVL KRA

• KARVY KRA

• NDML KRA

• DOTEX KRA

• CAMS KRA

• 👉 You will not be allowed to trade in Stock Option contract with a volume less than 100 
• 👉 Following far OTM/DEEP ITM Stock Options contracts will be blocked for trading:

• 🔸 For current month expiry: Contracts with strike price 20% away from Spot Price (i.e LTP of underlying stock)
• 🔸 For next month expiry: Contracts with strike price 10% away from Spot Price (i.e LTP of underlying stock)
• 🔸 For far away monthly expiry: Contracts with strike price 5% away from Spot Price (i.e LTP of underlying stock)

• Website:  www.upstox.com  
• Telegram: https://t.me/TheOfficialUpstox 
• Instagram: https://www.instagram.com/upstox.pro 
• Facebook: https://www.facebook.com/upstox 
• Twitter: https://twitter.com/upstox 
• YouTube:  https://youtube.com/@UpstoxOfficial?si=YKZ29_b9LhtHWTA9 
• LinkedIn: linkedin.com/company/upstox 

• 1. All existing contracts in the underlying RELIANCE with expiry dates 27th July, 31 August, 29th September shall expire on 19th July 2023 and shall be physically settled as per the mechanism specified in NCL Circular no.67/2018 (Download no.NCL/CMPT/38039) dated 15th June, 2018.)
• 2. You need to maintain the full value/stock (in case of short position) of the RELIANCE position contract if you wish to take physical delivery of shares.
• 3. No fresh position will be allowed under the F&O segment in RELIANCE from 18th July 2023 
• 4. All positions in the existing futures and options contracts on the underlying RELIANCE shall cease to exist pursuant to the final settlement on 19th July 2023
• 5. RELIANCE positions with insufficient fund value or stock (in case of short position) will be squared off anytime after 10 AM on 19th July 2023 on a best effort basis
• 6. Collateral Margins (Margin Pledge) on Reliance Ltd. will be subject to a 50% haircut value from 14th July  2023, onwards
• 7. All MTF positions in Reliance Ltd will be either squared off or converted to delivery, based on the availability of funds on 19th July 2023

• - You will not be able to trade in HDFC Limited from 13th July 2023 onwards and your HDFC Limited holdings will not be visible from 13th July 2023
• - This is done to determine existing shareholders in HDFC Limited as on 13th July 2023
• - 42 fully paid-up equity shares of HDFC Bank Ltd. shall be issued and allotted for every 25 fully paid-up equity shares held in HDFC Ltd as on record date, 13th July, 2023
• - The fractional share amount for these will be directly credited to your primary bank account as and when the trustee appointed by the company sells the shares

• - Instead of just flat 50% margin, enjoy these margins: A. For F&O Stocks = VAR + 3 times ELM B. For Non F&O Stocks = VAR + 5 times ELM
• - That’s not all, the overall MTF exposure will now be up to ₹50 lacs.

• - All new positions from 17th July, 2023 will be as per the new margin requirements mentioned above. 
• - All the existing positions taken up till 17th July, 2023 wherein margin has been blocked at 50% of position value would be converted into VAR + ELM based margin on 9th August, 2023.
• - As per the process laid down by the regulators, whenever you take MTF position, you would be prompted to create a future pledge at the CDSL systems in favour of RKSV Securities India Pvt. Ltd – MTF Account. 
• - Kindly enter the OTP that you would receive to confirm the pledge by 7.00 PM on the trade day to continue the MTF position
• - All OTP non approved position(s) would be converted to normal trade and appropriate actions would be initiated.
• - Refer to our latest T&C here: Margin Trading Facility | Terms & Conditions

• Earlier equity intraday orders were applicable only on 490 scrips, but we’ve increased this limit to 790 scrips
• This means you can place equity intraday orders on 300 scrips more and gain up to 5X leverage on them
• See the complete list of applicable scrips here

• We have enabled Intraday product type on buying of Index Options.
• This means you can now buy intraday Call and Put options on NIFTY, BANK NIFTY and FINNIFTY
• All positions taken in this segment can be converted to delivery by 3.20 PM of the same day or else they will get auto- squared off.

• Now you can pledge Liquidbees, LiquidETF, ICICILIQ with Upstox to gain up to 100% leverage
• This means on pledging these stocks, you can avail 100% funds(after 10% haircut for taking fresh positions in Futures & Option (sell side only). 
• No need to maintain 50:50 cash to collateral ratio on these symbols

• 🔸 Adding a nominee can provide peace of mind knowing that your loved ones will be taken care of in case of an unfortunate event
• 🔸 It can help avoid potential disputes among your heirs about who should inherit your assets
• 🔸 Saves your loved ones from having to go through tedious paperwork to access your assets in case of your death

• - Log in using your 6-digit PIN or Biometrics
• - Click on 'Account' and then 'Profile'
• - Click 'My nominees' under 'Profile'
• - You will be redirected to the 'Nominee details' page, where you will click on 'Add nominee' or 'Opt-out' 
• - Fill in the nominee details and then click on 'Continue'
• - Upload an ID proof of the nominee
• - Once the documents are uploaded, enter the 'Nominee share in %' you want to give to that nominee. You also have the option to add up to 3 nominees to your account. 
• - 'eSign with Aadhaar OTP.' You can eSign if your mobile & Aadhaar are linked.

How can I withdraw funds from my Upstox account?

• Short ITM PE options and treatment would be similar to Long ITM CE options. Free ledger balance equal to the contract value to be maintained.
• Short ITM CE options, treatment would be similar to Long ITM PE options. Holdings shares of lot quantity are positioned to be available in the Demat account.

• To provide your consent for physical settlement of open Stock F&O contract(s) with December 2022 expiry visit the ‘Profile’ section on your Upstox account on our App / Web and give your consent from here before EOD on Tuesday, 27th December 2022.
• Based on your consent, Upstox will evaluate whether your position qualifies for physical settlements and if there are sufficient ledger balances/holdings (whichever applicable) is available.
• Kindly, plan your trades keeping in mind that you will not be able to trade in fresh positions in the current December 2022 expiry F&O contracts from Wednesday, 28th December 2022 onwards. 
• Correspondingly, position conversion(s) on carrying forward of any stock futures positions shall also not be permitted.

• You have not provided your consent for physical settlement
• You provided your consent for physical settlement and do not have Ledger Value (equal to contract value) / holdings available for the physical settlement of your positions.
• In the case of funds/holdings not being available for all the open positions, we will execute square-offs for all the positions. Thus no partial funds/holdings evaluation for the expiring positions will be considered by our team.

• 10% of delivery margins computed on expiry -4 days EOD (Friday)
• 25% of delivery margins computed on expiry -3 days EOD (Monday)
• 45% of delivery margins computed on expiry -2 days EOD (Tuesday)*
• 70% of delivery margins computed on expiry -1 day EOD (Wednesday)*

• To avoid margin shortages, Upstox would be blocking such (above-mentioned) delivery margins from the Beginning of the Day (BOD) instead of the End of the Day (EOD).
• If the positions are not squared off for any reason (e.g: non-liquidity), then the contract would have to be settled physically and you would be liable to pay the entire amount of the settlement.

• On authorisation of MTF positions

• On fund withdrawals

• On Mutual Funds transactions

• On holdings and positions Holdings and P&L values for orders placed yesterday, 18th November are not updated yet. Hence you’ll see yesterday’s values today. They will be updated by today's EOD. 

1. All existing contracts in the underlying MINDTREE i.e. contracts with expiry dates of 24th November 2022, 29th December 2022, and 25th January 2023 shall expire on 22 November 2022 and shall be physically settled as per the mechanism specified in NCL Circular no.67/2018 (Download no. NCL/CMPT/38039) dated 15th June 2018.)
2. No contracts shall be available for trading in the above-mentioned security with effect from 23rd November 2022 onwards.
3. New strikes may be introduced in the existing contract
4. You need to maintain the full value of the MINDTREE positions contract if you wish to take the physical settlement of shares. 
5. If you don’t have sufficient fund value or stocks (in case of a short position) your MINDTREE positions will be squared off anytime after 12 PM on 22nd November 2022 on a best-effort basis.

• Short ITM PE options and treatment would be similar to Long ITM CE options. Free ledger balance equal to the contract value to be maintained.
• Short ITM CE options, treatment would be similar to Long ITM PE options. Holdings shares of lot quantity are positioned to be available in the Demat account.

• To provide your consent for physical settlement of open Stock F&O contract(s) with November 2022 expiry visit the ‘Profile’ section on your Upstox account on our App / Web and give your consent from here before EOD on Tuesday, 22nd November 2022.
• Based on your consent, Upstox will evaluate whether your position qualifies for physical settlements and if there are sufficient ledger balances/holdings (whichever applicable) is available.
• Kindly, plan your trades keeping in mind that you will not be able to trade in fresh positions in the current November 2022 expiry F&O contracts from Wednesday, 23rd November 2022 onwards. 
• Correspondingly, position conversion(s) on carrying forward any stock futures positions shall also not be permitted.

• You have not provided your consent for physical settlement
• You provided your consent for physical settlement and do not have Ledger Value (equal to contract value) / holdings available for the physical settlement of your positions.
• In the case of funds/holdings not being available for all the open positions, we will execute square-offs for all the positions. Thus no partial funds/holdings evaluation for the expiring positions will be considered by our team.

• 10% of delivery margins computed on expiry -4 days EOD (Friday)
• 25% of delivery margins computed on expiry -3 days EOD (Monday)
• 45% of delivery margins computed on expiry -2 days EOD (Tuesday)*
• 70% of delivery margins computed on expiry -1 day EOD (Wednesday)*

• To avoid margin shortages, Upstox would be blocking such (above-mentioned) delivery margins from the Beginning of the Day (BOD) instead of the End of the Day (EOD).
• If the positions are not squared off for any reason (e.g: non-liquidity), then the contract would have to be settled physically and you would be liable to pay the entire amount of the settlement.

-Activating segments - F&O, Commodity, Currency

-Adding nominees

-Changing/adding another bank account

-Changing registered email address

-Changing registered mobile number

1. All existing contracts in the underlying NMDC i.e. contracts with expiry dates 27th October, 24th November and 29th December 2022 shall expire on 25th October 2022 and shall be physically settled as per the mechanism specified in NCL Circular no.67/2018 (Download no. NCL/CMPT/38039) dated 15th June, 2018.)
2. You need to maintain the full value of NMDC positions contract if you wish to take physical settlement of shares.

-To provide your consent for physical settlement of open Stock F&O contract(s) with October 2022 expiry visit the ‘Profile’ section on your Upstox account on our App / Web and give your consent from here before EOD on Monday, 24th October 2022.

-Based on your consent, Upstox will evaluate whether your position qualifies for physical settlements and if there is sufficient ledger balances/holdings (whichever applicable) is available.

3. No fresh position will be allowed under the F&O segment  in NMDC from 25th October 2022 
4. NMDC positions with insufficient fund value or stock (in case of short position) will be squared off anytime after 12 PM on 25th October 2022 on a best effort basis.
5.  New contracts in the underlying NMDC (with expiry dates - of 27th October, 24th November and 29th  December 2022) will begin on 27th October

1.  All existing contracts in the underlying AARTIIND i.e. contracts with expiry dates 27th October 2022, 24th November 2022 and 29th December 2022 shall expire on 18th October 2022 and shall be physically settled as per the mechanism specified in NCL Circular no.67/2018 (Download no. NCL/CMPT/38039 dated 15th June 2018)
2. You need to maintain the full value of AARTIIND position contract if you wish to take physical delivery of shares.
3. No fresh position will be allowed under the F&O segment  in AARTIIND from 17th October 2022 AARTIIND positions with insufficient fund value or stock (in case of short position) will be squared off anytime after 12 PM on 18th October 2022 on a best effort basis.
4. All positions in the existing futures and options contracts on the underlying AARTIIND shall cease to exist pursuant to the final settlement on 17th October 2022.
5. The pay-in/payout of the final MTM settlement of all futures contracts on AARTIIND shall be on 18th October 2022 (T+1 day).
6. The physical settlement shall be effected on 19th October 2022 (T+2 day)
7. New contracts in the underlying AARTIIND (with expiry dates - 27th October, 24th November and 29th  December 2022) will begin on 19th October

Bajaj Finserv  has announced the following corporate actions with record date of 14th September 2022 for both:

• A stock split in the ratio 5:1

• A bonus issue in the ratio 1:1

What’s the impact of these corporate actions on existing shareholders of Bajaj Finserv?

• The stock split will happen first and then the bonus shares will be distributed. This means if you hold 1 share of Bajaj Finserv as on record date, then as per the stock split ratio of 5:1 you will have 5 shares. Post this, as per the 1:1 bonus ratio, you will receive 5 bonus shares for the 5 shares you hold.
• When a stock split happens, you can view new holdings only after the ISIN (International Securities Identification Number) is updated
• The average price / P&L is not shown when a corporate action takes place, while we work on  updating this, kindly calculate the average price manually by following steps here: How is the average price calculated for Delivery positions ?
• You can refer to the ledger report to check the price of the shares: What is Ledger report and how do I access it?
• Bonus shares will be credited to your Demat account on the day of allotment under temporary ISIN and will NOT be available for trading/holding until the stocks with the updated ISIN are listed on the Exchange.

• -Trading in RCom shares has been suspended. 
• -You will not be able to buy/sell more shares of RCom
• -You will not be able to see existing shares of RCom under ‘Holdings’ on Upstox. However, you can view them from your Holdings Report by following these steps: How can I check my holdings ? - Upstox Help Center 

• PEL has declared to the Exchange that it will issue and allot 4 equity shares of ₹10/- each for every 1 equity share (of face value of ₹2) held by PEL shareholders.
• The Record Date for the same is 1st September 2022

• All existing contracts with expiry dates 29th September, 27th October and 24th November - 2022 will expire on 29th August 2022. The settlement method will be separately notified to you.
• Derivatives contracts on PEL shall be introduced again (with expiry dates - 29th September, 27th October, and 24th November - 2022) from 30th August 2022.
• The list of option strikes that would be made available for trading on 30th August 2022 shall be notified through a separate circular to be issued on 20th August 2022 post market hours. 

• The maturity date of Indian Oil Corporation Limited (IOC) contracts expiring in June 2022 shall be 29th June, 2022. You can refer to the Exchange circular here

• Adjustments in open F&O positions in IOC shall be carried out only for contracts expiring in July 2022 & August 2022. To know more about these adjustments, refer to this circular here

• If you have any open IOC F&O positions with June expiry, physical settlement will be applicable. Provide consent for physical settlement before 28th June 2022 or square of your positions or square off your position(s) before 12 PM on 29th June. Tap here to know more

• This has no impact on your existing trades and positions
• After-Market-Orders placed on 8th and 9th June 2022 for MOTHERSUMI may not have been processed due to this
• All positions in futures and options contracts in the underlying security MOTHERSUMI (Motherson Sumi Systems Limited) will be carried forward with the underlying symbol MOTHERSON (Samvardhana Motherson International Limited)

• The adjusted base price shall be arrived at by dividing the old futures price by the adjustment factor.
• The adjusted market lot shall be arrived at by multiplying the old market lot by the adjustment factor. The revised market lot would be 1000

• The adjusted strike price shall be arrived at by dividing the old strike price by the adjustment factor. 
• The adjusted market lot shall be arrived at by multiplying the old market lot by the adjustment factor. The revised market lot would be 1000.

1. Login to the Upstox app using your 6-digit PIN or biometrics
2. Click on the name icon on your top left corner
3. Click ‘Account’, then ‘Corporate actions’ and then Buyback / Delisting/ Takeover
4. Select the required stock for buyback
5. Enter the quantity and click on apply 
6. If you have submitted your POA, then the buyback will be confirmed OR

• You can only apply for this buyback if you hold shares of FDC in your Demat account as on 19th February 2022. 
• You shouldn’t sell these shares on or before 27th April 2022. if you’re interested to take part in the buyback offer.
• After applying and offering your shares up for a buyback, you cannot sell them in the market and modify or cancel your original bid.
• You can only sell these shares in the market If the company cancels the buyback and you receive your shares back from the company.
• You will receive the buyback amount for the shares from FDC/ Registrar & Transfer Agent (RTA) directly into your bank account (this will be updated in the records of the depository as well).
• A total of 29,00,000 shares will be accepted by FDC for the buyback and the remaining shares not accepted by FDC will be returned back to shareholders in their Demat account. By 9th May 2022, FDC will credit the payment for the accepted shares and the unaccepted shares will be returned to the user's Demat accounts. The percentage of shares accepted will be decided based on the number of retail investors who have applied for the buyback. 

• The adjusted futures price shall be arrived at by dividing the old futures price by the adjustment factor. 
• The adjusted market lot shall be arrived at by multiplying the old market lot by the adjustment factor. The revised market lot would be 625.

• The adjusted strike price shall be arrived at by dividing the old strike price by the adjustment factor.
• The adjusted market lot shall be arrived at by multiplying the old market lot by the adjustment factor. The revised market lot would be 625.

1. Login to the Upstox app using your 6-digit PIN or biometrics
2. Click on the name icon on your top left corner
3. Click ‘Account’, then ‘Corporate actions’ and then Buyback / Delisting/ Takeover
4. Select the required stock for buyback
5. Enter the quantity and click on apply 
6. If you have submitted your POA, then the buyback will be confirmed OR

• You can only apply for this buyback if you hold shares of TCS in your Demat account as on 23rd February 2022. 
• You shouldn’t sell these shares on or before 23rd March 2022. if you’re interested to take part in the buyback offer.
• After applying and offering your shares up for a buyback, you cannot sell them in the market and modify or cancel your original bid.
• You can only sell these shares in the market If the company cancels the buyback and you receive your shares back from the company.
• You will receive the buyback amount for the shares from TCS/ Registrar & Transfer Agent (RTA) directly into your bank account (this will be updated in the records of the depository as well).
• A total of 4,00,00,000 shares will be accepted by TCS for the buyback and the remaining shares not accepted by TCS will be returned back to shareholders in their Demat account. On 1st April 2022, TCS will credit the payment for the accepted shares and the unaccepted shares will be returned to the user's demat accounts. The percentage of shares accepted will be decided based on the number of retail investors who have applied for the buyback. 

GMR Infrastructure Limited (GMRINFRA) declared to the Exchange the issuance and allotment of 1 equity share for every 10 ten equity shares held by existing shareholders.The record date for the purpose of determining shareholders who will be applicable for this is 12th January 2022.

1. Login into keystone.upstox.com with your client code and back-office password
2. Click on “Account” on the top of the header line
3. Click on “Buy Back/ Takeover” from the drop-down
4. Click on “Apply” and enter the quantity
5. Submit the request

• You shouldn’t sell these shares on or before 25th May 2021 if you’re interested to take part in this offer.
• After applying and offering your shares you cannot sell them in the market and modify or cancel your original bid.
• You can only sell these shares in the market If the company cancels the offer and you receive your shares back from the company.
• You will receive the offer amount for the shares from Integrated Financial Services Ltd./ Registrar & Transfer Agent (RTA) directly into your bank account (this will be updated in the records of the depository as well).
• A total of 15,25,808  shares will be accepted by Integrated Financial Services Ltd. for the buy-back and the remaining shares not accepted by Integrated Financial Services Ltd. will be returned back to shareholders in their Demat account. 
• Integrated Financial Services Ltd. will credit the payment for the accepted shares and the unaccepted shares will be returned to the user's Demat accounts within 10 days from the date of offer closure i.e. 25th May 2021.
• The percentage of shares accepted will be decided based on the number of retail investors who have applied for the offer.

1. All trades placed on 31st March and 1st April in the Equity segment will be settled on Tuesday, 6th April
2. All trades placed on 31st March in the Derivative segment will be settled on 5th April
3. All shares bought on 31st March will be visible under T1 holdings on 1st  April but you will only be able to sell them on 5th April.
4. The credit bill amount for all segments on 31st March will not be available for trading or withdrawal purposes till 5th April 2021 because this amount will be blocked to the settlement holiday.
5. All fund withdrawal requests placed on 2nd April will be processed on Monday, 5th April 2021.

1. All trades placed on 18th and 19th Feb in the Equity segment will be settled on Tuesday, 23rd Feb.
2. All trades placed on 18th Feb in the Derivative segment will be settled on 22nd Feb
3. All shares bought on 18th Feb will be visible under T1 holdings on the 19th Feb but you will only be able to sell them on 22nd Feb.
4. The credit bill amount for all segments on 18th Feb will not be available for trading or withdrawal purposes on 19th Feb because this amount will be blocked for one day due to the settlement holiday.

L&TFH | 533519 | INE498L01015 L&T Finance Holdings will issue rights to its existing shareholders. This means if you hold shares of this company as on record date, you can apply for more shares of the same company (in proportion to your existing shares - 17 for every 74 shares held) at a discounted price of Rs.65. The record date for this issue is 22nd January 2021 and the subscription start date- 1st February 2021. Changes in F&O contract As a result of this corporate action, there will also be changes in the L&T Finance Holdings F&O contracts in the same ratio of 17:74 w.e.f from 21st January 2021. What is changing? Strike Price Market Lot To know more click- https://www1.nseindia.com/content/circulars/FAOP47052.pdf

• 80% of the sell amount is available for trading on the same day
• The remaining 20% will be available for trading from T+1 day onwards
• 100% of the sell amount will be available for withdrawal from T+2 days onwards

• No Funds from the sell transaction will be available for trading on the same day
• 100% of the total sell amount will be available for trading only from T + 1 day onwards
• 100% of the total sell amount will be available for withdrawal from T + 2 days onwards

PRICOL-RE | 750650 | INE726V20018

c. Fill in your DP ID Client ID (check details below on how to find your DP details), and other details

1. Strike Price: The adjusted strike price can be calculated by multiplying the old strike price by the adjustment factor. 
2. Market Lot: The adjusted market lot can be calculated by dividing the old market lot by the adjustment factor.  

1. Futures price: The adjusted Futures base price can be calculated by multiplying the old Futures base price by the adjustment factor. 
2. Market Lot: The adjusted market lot can be calculated by dividing the old market lot by the adjustment factor.

1. Strike Price: The adjusted strike price can be calculated by multiplying the old strike price by the adjustment factor. 
2. Market Lot: The adjusted market lot can be calculated by dividing the old market lot by the adjustment factor.

1. Futures price: The adjusted Futures base price can be calculated by multiplying the old Futures base price by the adjustment factor. 
2. Market Lot: The adjusted market lot can be calculated by dividing the old market lot by the adjustment factor.  

1. Strike Price: The adjusted strike price can be calculated by multiplying the old strike price by the adjustment factor. 
2. Market Lot: The adjusted market lot can be calculated by dividing the old market lot by the adjustment factor.  

1. Futures price: The adjusted Futures base price can be calculated by multiplying the old Futures base price by the adjustment factor. 
2. Market Lot: The adjusted market lot can be calculated by dividing the old market lot by the adjustment factor.