FOR DATA ENTRY

For Entering Data in web module first thing is to login the branch login through the following Site:-

http://bo.religare.in/fortisbackoffice/BranchLogin.aspx

After entering into the login the page will display as follow:-

Enter here the branch LOGIN ID and PASSWORD. If having problem in login mail it to the following address:-

religarehelpdesk@religare.in
After u logged on to the web module goes to the account opening category here u find again two option i.e. RACE OR RALLY as follows:-

Here we have to opt for RALLY and then for punch, after we selected for punch the screen will appears as:-
Then we can start entering data in web as the screen appears the first is the branch code, after that account type there we can select the option that
for which type we have to open the account example: - COMMODITY, CURRENCY DERIVATIVE, DEPOSITORY OR EQUITY along with that
in EQUITY we can also opt that weather account is of trading only or trading with DP.
If account is trading with DP then we can select Trading-NSDL and if it is of trading only then we can opt for Trading only, but for COMMODITY
and CURRENCY DERIVATIVE there is only option which is trading only.

For selecting account type:-

For selecting Trading only or Trading-NSDL:-
After that enter PAN NUMBER in the desired column and check it with check pan and check LD. It will show the name of the client whose pan
number is entered in pan column. If the pan number is written wrong it will not show anything and for check LD it shows that weather the pan
number mention in the column is already a client with us or not. If its shows client active in equity i.e. firm number FOR-00001 Active status “Y”
then can’t precede otherwise just proceed. Please see below for the briefing:-

The above screen shows that the pan number has already a client with us. If it shows “N” inactive status then just click on proceeds to punch the
data further.
After clicking on proceed if it shows the error that Form Cannot is Saved-PAN in AcOpening Form No (Form No). Then that error means that
form is already punched with that Form Number:-

If it not shows such error then it will proceed to the next step which is the Actual Data Entry.

Once you mark Proceed main screen will appear where details need to be punched as per details mentioned in KYC and proof.

Fields with a strick sign * are mandatory

For Rally Pro/Lite*(now you can opt only for rally lite as Rally pro allowed only after encashment of cheque) client following
details are mandatory:-

 Relative date of birth.

 Relative relation.
 Email-ID.
Points to remember while doing data entry:-

 Don’t use special character in Entering Data like @,”- etc.

 You can use / (slash) in address field and – @. in email address.

In Trading only case that Principal DP is entered which is mentioned in form as well as we will have proof for that this will also satisfied the need
of having DP detail in Documentation part.

For trading-NSDL case Principal DP will not be assessable, however where client also have any other DP which need to be punched then it is to be
punched in extra DP details i.e. DPID2 in second page.

The form should be punched like this as mentioned below as in Dealer column Dealer code should mentioned. In RM column rm code is
mention and if there is any BDR mentioned in KYC then BDR code should be mentioned in BDR column. Then we should tick on resident on
applicant status column, after that Applicant Name should be entered from trading KYC where Applicant Name (As Per Pan) is mentioned
and from DP KYC where written Applicant Name (DP) (As Per Pan). But point to note here is that we should mentioned name as First name
in First column, Middle name in second column and last /sir name in third column:-
If the client has opted for Diet then we should enter the Date of birth of relative as well as relation:-

After that punched detail as educational qualification, sex, and marital status and then punched the Address like in first column Address-
Building of the applicant in second column street/path if there is not any street or path in the applicant address then just simply punched
location of the applicant address then city in city column which would be followed by state, country and pin code.
This is where any gali/street/path is mentioned in KYC:-

If not then the address would be:-

After that punched the detail like telephone number, mobile number, fax number and Email-ID of the applicant if the client has opted for Diet
the Email-ID is mandate and we have to punch it.

Then Punched the general detail as first is pan column where pan is mentioned after that click to the check pan for verifying pan after u click on
the link it will automatically shows the name of the client whose pan number is this if the name doesn’t shows any thing then there is error in the
pan punched in that column. After that click for check LD as we have done in the first page mentioned above.
After that punched the detail as of financial detail and ID/UCC detail like apart from PAN card if applicant has given another ID proof like
PASSPORT, DRIVING LICENSE and VOTER ID. After that occupation of the applicant and if client has opted of POA then tick on POA
column.

After that punched the column of BANK DETAIL1 here first is cheque print name where we have to enter the name of the applicant which is
mentioned in applicant cheque book or in bank proof. After that enter the IFCSCODE followed by name of the bank and bank address. While
entering the data of the bank we have to remember that address of the bank should be entered in proper like in first column Address-Building of
the bank in second column street/path if there is not any street or path in the bank address then leave the column blank after that in third column
punch location of the bank like near/place where it is situated then city in city column then bank account number, account type, MICR number and
pin code.
Address of bank where street is mentioned:-

Address of bank where street is not mentioned (here we left the street column blank):_

After that enter the initial cheque detail given for account opening charges or margin cheque like 10,000 Rs for Trading to be punched in the initial
cheque detail columns:-
Now punch the DP Scheme like RALLYNEW, PRESERVE etc and ECS “YES or NO” with details:-

Here punch the trading account type RALLY, RALLY LITE, and mark YES OR NO in Autosubscribe column.
Note: - Rally Pro facility will be given to client only after encashment of subscription fee.

Brokerage punching
If client wants to open currency NSEC/MCXSX account

Then we need to tick currency account also

Select NSEC/MCX-SX or BOTH in exchange column

& for currency brokerage select Currency

After completing the details in first page click on save and hold for some time it will generate the form number of the application, don’t
click save button more than once otherwise two or more form number get generated :-

Bellow u can see the form number of the application has generated and form has proceeded to the next page:-
Continued…….
Here u have to punched the detail of second DP if client has given along with proof which he want to map with his trading account and his
second bank if he has provided and other details also. After that click on save to save the data. After the data get saved it will automatically
moves to the third page where we have to fill the detail of nominee and other holder’s details:-

If nominee is Minor we have enter “YES” in column where written Is nominee is minor and enter the detail of guardian along with the detail of
minor, Date of birth of minor :-
We have to punch the holder’s detail as follows( If there is no any second and third holder leaves the column blank) and click ok save :-
After that dispatch the hard copy from the Branch to your Regional office for further process :-

For Any Query Please Feel Free To Call or write

ACCOUNT OPENING
C-42,
OKHLA PHASE-II,
NEW DELHI-110020

011 4055 2673/2674/2675

Account Opening
Religare Securities Ltd
Keshav Smruti Bldg, Kusum Kunj Wing, C.T.S. No.917/17,
ehind British Library, F.C Road, Pune-411004
T : 020 – 3024033/354