Mehta Connect

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Your branch back office, in your pocket — client ledgers, positions, holdings and MIS reports with secure sign-in and PDF/Excel export.
Description:

Mehta Connect is the official back-office app for Mehta Equities Pvt Ltds branches, sub-brokers and authorised persons. Get instant, secure access to the same reports you use at the desk — anywhere, on any mobile.

CLIENT QUERY

View any client's notional and cash positions, global cash and derivative net O/S, ultimate delivery, portfolio returns, cash and derivative trades, span margin break-up, NBFC funding, short/long-term capital gains, client-wise brokerage, bill summary, current status and client interest — all with a single client code.

SCRIP QUERY

Scrip-wise notional cash and derivative positions, ultimate delivery, cash and derivative trades, span margin and probable shortage reports.
FINANCIAL STATEMENTS
Ledger, trial balance, bill summary and financial statements with running Dr/Cr balances, clear profit and loss colouring and consistent Indian number formatting.

MAIN & MIS REPORTS

Contract notes, Form 10DB, margin status declaration, payment requests, stock across categories, pledge/re-pledge valuation, circulars, ITR form, investment ideas, trading calls, region/family/team/RM/dealer-wise brokerage, zone-wise and daily brokerage, illiquid scrip details, SEBI MTF shortfall, stock limit details, delayed payment charges and span margin concentration.

LIVE SCENARIOS

Live obligation, client snapshot with auto-refresh, management dashboard, limit requests, expected pay-in/pay-out and peak margin shortfall.
REAL FAMILY & GROUP INFORMATION
Family and sub-family financial balances, real-family portfolio and global cash/derivative O/S across linked accounts.

DEPOSITORY
CDSL and NSDL holding reports and depository financial statements.

BUILT FOR SPEED
• Recently used client and scrip codes for one-tap re-selection
• Search and filter inside every report
• Tap any row for a detailed breakdown
• Export any report to PDF or Excel and share it instantly
• Multi-firm support — switch between group entities after sign-in

SECURE BY DESIGN
• OTP-based login with device binding
• Encrypted credential storage using the Android Keychain
• Automatic session timeout and secure logout
• Your data never leaves your firm's servers

Access is restricted to registered branch and partner users of Mehta Equities Pvt Ltds. Contact your firm's IT desk to obtain login credentials.