1. How can I open an account with Navia?

You can contact to our branches (find our branches at Locate us). You can also mail us on clientservice@naviamarkets.com or call us on 044-39189428. Alternatively, you can submit your details in open an account menu on our website, our client service executive will call you. **Register in free signup for online trade page test drive.

2.What are the account opening charges in Navia?

Given below are the details of charges for account opening:
a) Equity offline / Online trading (Resident): Rs. 550/- only
b) Equity online trading (Non-Resident): Rs. 2500/- only
c) Derivative Trading: Rs. 250/- only
d)Mutual Fund & Insurance: NIL

3.I have sent in my application, what happens next?

Your application will be processed and you will be informed once your application is accepted and all the required accounts are set up. In case your application is not processed because of lack of some details, you will be contacted by our representative or by mail.

4.How long it takes to open an account?

Account can be opened in 24 hours, provided all the documents are in order.

5. What documents are required to open an account with Navia?

The documents required to open an account in Navia Markets Ltd.:
a. Copy of PAN Card
b. Customer agreement
c. Address Proof:
     Copy of Driving License (or)
     Copy of Passport (or)
     Copy of Voters ID (or)
     Copy of Ration card
d. Bank Proof:
     Copy of Bank Statement,
     Signed Canceled Cheque Leaf, and
     MICR Proof
e. 2 recent passport size photo (Signature required across the photograph)
f. Documentary evidence for financial information
(Any one of the following to activate Derivative a/c)
     Copy of ITR Acknowledgement.
     Copy of Annual Accounts.
      Copy of Form 16 in case of salary income.
      Net worth certificate.
      Salary Slip .
      Bank account statement for last 6 months.
     Copy of demat account Holding statement.
     Any other relevant documents substantiating ownership of assets.
     Self-declaration along with relevant supporting.

1.How do I activate my trading account?

You can activate your trading account online. Follow the steps given below:
a) Go to the link https://fno.naviatrades.com
b) Click on "Click here to activate your account"
c) Enter all the details in the pop out window and submit.
Your account will be activated automatically and confirmation email will be sent to your registered email id.

2.How do I activate my account for portal login?

You can activate your account for portal utility access. Follow the steps given below: a) Click Login in http://www.naviamarkets.com
b) Click on "Click here to activate your account"
c) Enter all the details in the pop out window and submit.
Your account will be activated automatically and confirmation email will be sent to your registered email id.

3.How do I reset/unlock/reactivate my trading password?

You can reset your trade password online. Follow the steps given below to reset/unlock/reactivate your password:
a)Go to Trade Login Page
b) Click on the FORGOT PASSWORD link.
c) Enter your account details in the Pop-up window and submit.
New Password will be generated automatically and sent to your registered mail id.

4.How do I change trading password before expiry?

For security reasons, the system is in-built in such a way that the password gets locked automatically once after every third wrong attempt and password gets expired after every 14 days and is case-sensitive too. You may change your passwords on the day of expiry and please find below the steps to get your password changed:
a) Go to Trade login page.
b) Provide your Trade user Id and password
c) Find the utility “PREFERENCE” in your trade page. Click on the utility
d) Select USER option and give your current password in old password.
e) Provide a new password and confirm the same.
f) Click on submit to get your password changed before expiry.
g) Dont repeat the passwords that were used earlier.

1.What is online payment gateway?

Online payment facility helps to transfer funds online to either your Online Cash Trading A/c or your Online Derivatives A/c. Navia provides this facility through Axis, ICICI, IndusInd and HDFC bank. >

2.How do I transfer funds to Navia from my trading page?

Follow the steps given below to transfer funds through trading page:
a) Go to Online Trading page.
b) Login using your Trade user Id and password
c) Find the utility “FUND TRANSFER” in your trade page. Click on the utility
d) Select the bank name and choose ALLSG
e) On submitting the above details you will be directed to your Bank Website
f) Login the Bank site with your Bank Online User ID and password
g) Complete your transaction
h) Dont forget to click on the last page that reads, "Click here to complete your transaction"
i) Once you click the above link, the information of successful transfer is send to Navia by the bank.
j) Surveillance will receive an alert and will update the ODIN / Trade anywhere system within 1 minute.
k) Further you can view the credit entry in your Accounts Statement within 24 hours.

3.How do I transfer funds through payment gateway from portal?

Follow the steps given below to transfer funds through portal:
a) Visit our portal Navia Markets Website b) Click on the menu Online Payment
c) Provide your Portal Id and password
d) Select the Bank in which you have your account
e) Provide your 8-digit broking code with Navia and the amount you want to transfer
f) On submitting the above details you will be directed to your Bank’s Website
g) Login the Bank site with your Bank Online User ID and password
h) Complete your transaction
i) Dont forget to click on the last page which reads "click hear to complete your transaction"
j) Once you click the above link, the information of successful transfer is sent to Navia by the bank.
k) Surveillance will receive an alert and with update the ODIN / Trade anywhere system within 1 minute.
l) Further you can view the credit entry in your Accounts Statement in less than 24 hours.

4.Can resident account holder transfer funds from his unregistered bank account to his broking account?

No. The funds from other banks other than the registered bank account's with our records is treated as third party accounts and the transaction through third party accounts are strictly restricted. Hence can update other bank accounts under multiple bank a/c update option.

5.How can I update multiple bank accounts in records?

Multiple Bank account update Request form along with a canceled cheque leaf duly signed by the registered holder is required. The cheque leaf should bear the account holder/s name on it. If the holder’s name is not available on the cheque, then bank transaction statement - latest 2 months along with the aforesaid is required.

Trade page FAQ

1.How do I add Scrip in trading page?

Follow the steps given below to add scrips:
a) Right click the cursor by placing it on the existing scrips
b) A dialog box – SELECT TICKER opens.
c) In Select Ticker – Select NSE & CASH combination.
d) Type the Company name and click on FIND CODE.
e) A list of that scrip with various segments is displayed.
f) Select the scrip with EQ. For example: RELIANCEEQ
g) Click on OK, to add scrip successfully to market watch.
h) Again right click the cursor and click on SAVE SETTINGS to save your watch list

2. How do I access Current Margin?

Follow the steps given below to access current margin:
a) Go to Trade Login page.
b) Provide your Trade user Id and password
c) Find the utility “Current Margin” in your trade page.
d)Click on the utility to view your cash balance available

3. How do I install Navia Trade Anywhere software?

Demo for downloading the online trading software is available at our Trading Software. Demo is available for 01.INI file 02.Sun Java 03.Navia anywhere.
Steps to view demo:
a) Go to www.naviamarkets.com
b) Select E Broking
c) Go to downloads
d) Click on to the product for which you want to have demo.

4.What do I do if server does not respond?

Change your Feed Server & Trading Server IP Address as 115.248.19.3. The below steps is for your reference
a) Login to Market Pulse Software
b) Check for Help Menu (the last link, which is next to window)
c) Go to Help Configure
d) Provide 115.248.19.3 in the Feed Server & Trade Server IP Address and Port – 443
e) Click Submit and do a fresh login.

5.What are the timings to place After the Market Orders (AMO)?

AMO orders can be placed from 10.00 pm to 8.30 am in weekdays as per IST.

6.How do I place AMO?

To place an AMO order, AMO option in the Order form under type should be enabled.

Portal Utilities FAQ

1.If I am unable to view DCN and e-statements, then what to do?

If you are unable to view DCN and other e-statements, you can email us on clientservice@naviamarkets.com

2.How can I view Scrip wise Transaction report?

Follow the steps given below to view Scrip Wise Transaction Report:
a) Go to portal http://www.naviamarkets.com
b) Click Login, use your portal id and password.
c) Find the Utility Accounts Info >Value Reports>Scrip Report in your portal homepage.
d) Select the required financial year-> Go- >Submit to view your transaction details

3.How can I view my DP holding?

Follow the steps given below to view DP Holdings:
a) Go to portal www.naviamarkets.com
b) Login using portal id and password.
c) Find the Utility Accounts Info >Demat Account. d) A web page appears with Holdings / Transactions / ISIN Ledger / DP Ledger
e)Then, click on Holdings to view your holding statement.

4.How do I request for Margin Repayment?

You can request for margin repayment online using portal page or using trading page. Given below are the steps for both:
Using PORTAL:
a. Go to portal www.naviamarkets.com
b. Login using your user id and password
c. Find the utility Accounts Info >My Account in your portal.
d. Click on the link Margin Repayment request and will be taken to a new web page.
e. Mention the amount and also the bank name that is registered with us.
f. Then, click Submit to confirm your request.
Using NAW:
a. Login to Navia Anywhere software.
b. Find the Utility WEB LINKS in your market pulse-trading page.
c. Click on Web Links > Online Power > Margin Repayment request in your trade page.
d. Click on the Margin Repayment request and will be taken to a new web page.
e. Mention the amount and also the bank name registered with us.
f. Then, click Submit to confirm your request

5.Can I submit cheque issued from an unregistered bank, to settle DP dues?

Yes, A/c payee Cheque from unregistered bank account in favor of M/s Navia Markets Ltd is accepted to settle DP Dues.

6.Can I give cash, to settle DP dues?

Yes, cash is accepted to settle DP Dues.

7.How do I change my address details in trading account?

For Residents: You can send us a written request letter carrying registered holder's broking and demat account number, duly signed, along with a xerox copy of address proof. Email request is not accepted by NSDL.
Address Proof: (Any one of the following)
1. Voters Id [with validity date]
2. Driving License [with validity date]
3. Ration card
4. Bank Statement along with a cheque leaf duly signed and canceled.
5. Passport copy [with validity date]
NRI You can send us a written request letter duly signed by the registered holder along with one xerox copy each of photo id proof and address proof.
ID Proof: 1.Passport copy, 2.Driving License 3.Pan card copy
Address proof: 1. Passport copy, 2.Driving license, 3.Bank statement (Originals required),4.Electricity bill (Latest -2months Valid); 5.Telephone bill (Latest -2months Valid)

8.How do I change my email and phone number in trading account?

You can now update your email and phone number online. Follow the steps given below to change details:
a). Go to www.naviamarkets.com
b). Enter your Portal User Id and Password and logon to the homepage after selecting the Account Info section from the drop down list.
c). Go to “My Account” menu and select “Contact Info Change” menu
d). Enter your Demat and PAN details
e). Update your new Email ID/Phone Number and submit.

9.How do I change my Bank account? Change your account details?

You can send us a written request letter duly signed by the registered holder along with a canceled cheque leaf duly signed in. The cheque leaf should bear the account holder/s name on it. If the holders name is not available on the cheque, then bank transaction statement - latest 2 months along with the aforesaid is required.

10.Can I transfer my trading account from one city to another?

Yes. In case you are shifting to other city, your trading account will be transferred to our local branch in that city. For this, all you have to do is to visit the local branch and fill Transfer Request form. Your account shall be transferred and communication regarding the same shall be given in 7 business days.

11.How can I get brokerage details?

To get brokerage details, kindly mail us on clientservice@naviamarkets.com or call us on. Alternatively, you can go to our website and go for free sign up.

11. How frequently will I be able to know the status of my accounts?

The information of your trading account shall be available to you completely online 24 hours a day through the Internet. You will be able to access all details regarding your orders and trades on the website.

12.Does Navia provide Call n Trade facility?

Yes, you can place orders in Equity, F&O, IPO, Mutual Funds etc by calling 39427575, and our well trained executives will take your orders and place them on your behalf after due verification. Navia provides this facility free of cost from 9am to 3.30pm.

13.How will I dematerialize/re-materialize shares?

Navia will help you to dematerialize/re-materialize shares.

14.What are the charges for research reports?

Navia provide free research reports to its clients. Some specific research reports will be provided at minimal service charges.

15.What are the retail products & services offered by Navia?

Navia Markets Ltd offers online and offline trading of equity, derivative. It offers commodity, ESOP, and currency trading, IPO subscription, platform to invest in mutual fund schemes and insurance. For more details contact our Investment Planning Consultant at your nearest branch or write us atclientservice@naviamarkets.com

Initial Public Offer FAQ

1. How do I place an IPO order online?

You can place IPO order through portal. Follow the steps given below to place IPO online order:
a)Go to www.naviamarkets.com
b)Click on login.
c)Provide User ID & Password (Portal)
d)Select IPO from drop down list
e)Click on Place order and complete the details
f)Click on Submit

2.By what time can I place IPO order online to get processed on the same day?

Till 10.30am, you can place IPO order online to get it processed on the same day.

3.By what time can I place IPO order offline to get processed on the same day?

Till 1.30pm, you can place IPO order offline to get it processed on the same day

4.I have placed order online after 10.30 am, by when it will get processed?

It will get processed by the next working day.

5.When does an IPO closes for NRI having NRE account?

The IPO closes one day prior to the actual closing day for NRI having NRE account.

Mutual Fund FAQ

1.What is KYC form?

Know Your Customer is a form to know detailed information about clients.

2.What are the documents required with KYC form?

Id proof and address proof are required along with KYC form.

3.Why KYC is required?

With effect from 1 February 2008, any investor (whether new or additional purchase) investing Rs 50,000 or more in mutual funds is required to comply with Know Your Client (KYC) norms under the Prevention of Money Laundering Act 2002. This is applicable for investments from individual investors including joint holding/institutional customers/other non-institutional investors/investments through power of attorney holders/investments of minor through guardian.

4.What is MFSS?

Mutual Fund Service System where orders are placed online and units purchased to that tune credited to demat account.

5.What are the significance of MFSS?

Subscription and redemption-demat mode and subscription and redemption – physical mode.

6.What is CRF?

CRF means Conversion Request Form to convert the physical MF units to demat account

7.What is Power of Attorney (POA)?

A power of attorney (POA) or letter of attorney in common law systems or mandate in civil law systems is an authorization to act on someone else's behalf in a legal or business matter. The person authorizing the other to act is the principal, granter or donor (of the power), and the one authorized to act is the agent, the attorney-in-fact, or in many Common Law jurisdictions, simply the attorney.

8.Why do I need to submit POA with Navia?

If you submit POA, then on your behalf Navia can invest in Mutual fund schemes for you.

9.How do I place Mutual Fund order online?

You can place MF order through portal. Follow the steps given below to place online order:
a)Go to www.naviamarkets.com
b)Click on login.
c)Provide User ID & Password (Portal)
d)Select Mutual fund from drop down list
e)Click on Place order and complete the details
f)Click on Submit

10.By what time can I place MF order online to get processed on the same day?

Till 10.30am, you can place MF order online to get it processed on the same day

11.By what time can I place MF order offline to get processed on the same day?

Till 1.30pm, you can place MF order offline to get it processed on the same day.

12.In what circumstances my MF/IPO application can be rejected?

Reasons of rejection can be:
a)Shortage of funds
b)Incomplete details
c)Incomplete documents

13. Can I as an NRI buy Mutual Fund Units in the PIS account?

No, you cannot purchase mutual fund units in the PIS account. You can only do so in the Non-PIS account

NRI FAQ

1.Can NRI/ PIO invest in Indian Capital Market and Mutual Funds?

Yes, NRIs/PIOs are permitted to make direct investments in shares/debentures of Indian companies/ units of mutual fund. They are also permitted to make portfolio investments i.e. purchase of share/debentures of Indian Companies through stock exchange. These facilities are granted both on repatriation and non-repatriation basis.

2.Who is Person of Indian Origin’ (PIO)?

Person of Indian Origin’ (PIO) means a citizen of any country other than Bangladesh or Pakistan,if he at any time held Indian passport; or he or either of his parents or any of his grandparents was a citizen of India; or the person is a spouse of an Indian citizen or a person referred to in sub-clause [a] or [b] Investment by PIO in Indian Securities is treated the same as the investment by non-resident Indians and requires same approvals and enjoys the same exemptions.

3.Can a PIO open an Account with Navia?

Yes, a PIO can open an account with Navia both in NRE and NRO Status. PIO can invest in Equity Shares, Futures & Options (F&O) , Initial Public Offers (IPOs) and Mutual Funds. The investments can be done either online through Navia’s Trading Portal https://www.naviatrades.com or Offline through Phone, Email or Chat.

4.Can a Foreign national open a Share Trading Account with Navia?

Yes, a foreigner can open a Share Trading and Demat Account with Navia. However such accounts can be opened only for liquidating shares acquired through ESOP or Promoter’s allotment from Companies listed in Indian Stock Exchanges. Documents required are copy of PAN issued in India, Overseas Address proof and Passport Copy.

5.What are the documents required to set up a Shares Trading Account and Demat Account with Navia?

a) Valid Passport
b) Valid Visa
c) PAN Copy
d) Indian & Overseas address proof
e) RBI Approval from Designated Bank
f) Details of Designated Bank account in India.

6.Will the NRI/PIO get assistance for obtaining PAN and RBI approval to set up a Stock Broking Account in India.?

Yes, Navia assists its clients as follows:
To obtain PAN
To open NRI Bank Accounts with Designated Banks
To open Portfolio Investment Scheme (PIS) A/c with Designated Bank
To obtain RBI approval for investing in India
Navia shall serve as one point of contact and solution for all the above.

7.Can a NRI/PIO set up a NRI Demat Account in both NRE and NRO status?

Yes, the NRI/PIO has the option of investing simultaneously in both NRE and NRO status through Navia. Bank Accounts need to be opened accordingly.

8.What is a Designated Bank (DB)?

Reserve Bank has authorized a few Banks to conduct the business under Portfolio Investment Scheme (PIS) on behalf of NRIs.. NRIs will have to route their applications through any of the designated authorized dealer Banks who have authorization from Reserve Bank.

9.Which are the Designated Banks Navia has tied up?

Navia has tie up with HDFC Bank and Axis Bank for opening NRI PIS Bank Accounts.

10.Can the PIS Bank Account be opened with DB located in any City?

If the choice of DB is HDFC Bank , the PIS Bank Account can be opened in the following cities:
a) Chennai
b) Bangalore
c) Hyderabad
d) Ahmedabad
If the choice of DB is Axis Bank, the PIS Bank can be opted only in Chennai.

11.Does a NRI/PIO require RBI permission for dematerialization / rematerialisation of securities?

No, RBI permission is not required. Holding securities in demat only constitutes change in form and does not need any permission.

12.Can an NRI purchase securities by subscribing to public issue? What are the permissions/approvals required?

Yes, NRI/PIOs can subscribe to IPOs in India. The client need not take any permission, the issuing company obtains general permission from GoI/RBI. Therefore, individual NRI need not obtain any permission.

13.Is PIS Bank Account required to invest in MF and IPO?

No, PIS Bank Account is not required to invest in MF and IPO.

14.Can a NRI open Demat and Trading Account with Navia only to Invest in IPOs and MFs?

Yes, NRIs/PIOs can open a Demat and Trading Account with Navia only to Invest in IPOs and MFs. The following are the requirements to set up such Accounts:
a) PAN
b) SB NRI Bank details
c) Overseas Address Proof
d) Indian Address Proof
e) Pass port Copy

15. What are transactions that can be done in an NRI Trading Account / Demat Account if PIS Bank account details are not submitted?

NRIs / PIOs can do the following transactions if a Trading account is opened without PIS permission:
a) Investment in Mutual Fund in NRE and NRO status
b) Investment in Initial Public Offer in NRE and NRO status
c) Investment in Futures and Options in NRO status
d) Dematerilasation and sales of Physical Share Certificates
e) Exercising and Selling of Shares acquired in Promoters Quota or ESOP allotment
To do the above transaction all the client has to do the provide the SB NRI Bank details along with the proof overseas address, PAN and Passport copy.