Margin & Risk Policy

Manage client margin and risk exposure

Margin & Risk Policy
Manage client margin and risk exposure
ℹ️ About this tool

Drafts a margin and risk management policy for a broker — margin collection, upfront-margin norms, exposure limits, MTM and square-off policy, peak-margin and shortfall handling, and margin-call communication. Use this to manage client margin and risk exposure in line with SEBI peak-margin and exchange norms.

📄 Free guide — what this is, how to use it & cautions

Fill in each detail below as completely and accurately as you can — the more you provide, the more precise and ready-to-use your output will be. * marks required fields.

Which segments the policy governs.
Any intraday leverage or margin trading facility you provide.
When and how you square off shortfall positions. Leave blank for suggested rules.
Any differentiated limits by client category.

Delivery & Payment Details

Used for your receipt. Your result appears on-screen and is downloadable as Word & PDF.

Order Summary

Margin & Risk Policy₹83.90
GST 18%₹15.10
Total₹99.00

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