Question regarding the Margin and Collateral Statement


Recently i have received one Margin and Collateral statement. The Total Upfront and the Excess/Shortfall shown as positive. My questions are:

  1. Do i get the statement even if i cash buy few stocks (Direct Equity) ? I am not doing F&O.
  2. What does positive value in the Excess / Shortfall mean and what should i be doing about it? and What about the negative value mean and what does it indicate?


Hi @slow

Yes. It is sent on the day you have traded.

Excess/shortfall column shows the difference between the total margin available and the Total EOD margin required . A negative value indicates margin shortfall.

Positive value indicated excess balance and negative value indicates shortfall.

Please go through the below support article to know about the margins and margin statement:

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