SWP / STP in Zerodha

@Neelesh I have a question on mandates and their daily max limit of 1 crore.

SBI limits the daily transaction limit via NEFT/RTGS to 10 Lakhs. Does this limit apply also to the mandates created on a SBI savings account?

Or does mandate work differently and will let us transact up to 1 crore as defined in the mandate creation?

@Neelesh @Bhuvan Can SWP be configured to credit the proceedings into a secondary bank account?

Not as of now, to provide the preferred bank payout is on the to do list, we have been waiting for the modification apis from the exchanges so that things can be realtime. Once that’s up and running we will launch this feature.

@Neelesh

Please add the below to the wishlist too:

a) Display NPS portfolio for existing members with support to both Tier-1 and Tier-2
b) Display EPF balance

a. Yes this will be live shortly.
b. will look into the possibilities.

Hi @Neelesh

I purchased MF units on 14th August , before 2PM.

But the alloted units has NAV value on 16th August. (Since 15th August is Holiday)

I should be getting the units from NAV dated on 14th August. How did this happened? Whose side issue is this?

@Neelesh @nithin

Could you please tell me is there any plan that we can purchase mutual fund on coin based on some factor like if nifty 50 down by 200 points make a lumpsump transaction or SIP.

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We have just ATO feature for equities

What is Alert Trigger Orders (ATO)?.

@Neelesh @Bhuvan we can do this for MF also?

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@Bhuvan @Neelesh What’s the update about UPI Auto-pay ? And then STP ?

Can we expect STP by December 2025?

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well said bro :rofl: :rofl: :rofl: :clap: :raised_hands:

Since Yesterday, Not Able to fetch the transactions . @Neelesh

@Neelesh

At what time Zerodha Coin updates Mutual Funds data . Initially it was 1:00AM or 1:30AM . Recently, I see that it’s not updated by this time.

Yes, there is an issue with the transaction history from the Holdings page. We are working on fixing this. Meanwhile, you can check the history on the console as well as coin order history.

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Which data are you referring to?

Regarding Latest NAV of Mutual Funds

For NAVs, the first push is at 2 AM, the second push is at 8 AM, and the third push is at 12:30 PM.

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@Neelesh Please Bring this kind of Combined Portfolio performance graph in different timeline in COIN platform

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That’s one of the reasons why Zerodha lost its no.1 place to the competitor and soon going to be at no.3

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@Neelesh

Funds like Parag Parikh Flexi Cap Fund ( since some of their holdings are in US Stock Market) updates their NAV only in the morning, that too after 8:00 AM . So in order to see the updated NAV of US based funds , one has to wait till 3rd push i.e.,12:30 PM.

Please let me know if second push can be given at 9AM or 9:30AM instead of 8’o clock

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