Frequently Asked Questions

Buying Stocks on Capmint

• Step 1: Log in to the Capmint App.
• Step 2: Go to your Watchlist.
• Step 3: Search for the stock or scrip you want to buy.
• Step 4: On the stock card that appears, tap Buy.
• Step 5: To explore detailed insights such as fundamentals, technicals, market depth, and historical trends, tap on the stock/scrip name.
• Step 6: Tap BUY, select the order type (Limit or Market), trading mode, quantity, and price.
• Step 7: Swipe to confirm, and your order will be placed seamlessly.

Selling Stocks on Capmint

• Step 1: Log in to the Capmint App.
• Step 2: Go to your Portfolio.
• Step 3: Tap on Holdings.
• Step 4: Select the stock you want to sell.
• Step 5: To explore insights, tap Stock Details. To view your past trades for this stock, tap Trade History.
• Step 6: Tap SELL, select the order type (Limit or Market), trading mode, quantity, and price.
• Step 7: Swipe to confirm, and your order will be executed securely.

Understanding Order Types on Capmint

– Limit Orders

Set the exact price at which you want to buy or sell a stock. Your order will execute only at your specified price or better, giving you full control over the trade.

Example:

Buy Limit ₹500 → executes only if the stock price drops to ₹500 or below.

Sell Limit ₹650 → executes only if the stock price reaches ₹650 or higher.

– Market Orders

Want your trade to happen instantly? Market Orders are executed immediately at the best available price in the market.

Note: Use Limit Orders when you want precise control over price, and Market Orders when speed is more important than the exact price.

You can convert your positions between Intraday and Delivery (and vice versa) as long as the order is still open or pending.

Steps to Convert a Position

1. Go to Portfolio → Positions.
2. Select the order or position you want to convert.
3. Tap Convert at the bottom of the screen.
4. Confirm the quantity and conversion details.
5. Tap “Convert Position”, your order status will update instantly.

To Reverse a Position

Follow the same steps, but tap Reverse instead of Convert.

Note: This feature allows you to adjust your trades easily without the need to cancel and place new orders.

Capmint offers multiple order types designed to match different trading styles: Market, Limit, Stop-Loss, Basket, Cover, After-Market, and GTT (Forever) orders.

With our one-swipe “Turbo Mode”, placing trades is fast, effortless, and seamless, helping you stay in control and make confident decisions, every time.

A Stop-Loss Order is a smart way to protect your investments. It automatically sells a stock if its price hits a level you set, helping you limit potential losses without constantly watching the market.

Example: You buy a stock at ₹500 and set a stop-loss at ₹480. If the stock drops to ₹480, Capmint will automatically sell it at the best available price, keeping your losses in check.

How to Place a Stop-Loss Order on Capmint:

• Step 1: Open Watchlist: Launch the Capmint app and go to your Watchlist.
• Step 2: Select the Stock: Search for and tap on the stock you want to set a stop-loss for.
• Step 3: Set the Order: Enable Trigger Order (SL) and enter your Trigger Price and Limit Price.

Key Points to Remember:

• The stop-loss order only activates when the stock hits your Trigger Price.
• Once triggered, the order executes at the best available price within the Trigger-Limit range.

Note: Stop-Loss orders help you manage risk automatically, keeping your trades protected even if the market moves unexpectedly.

You can modify or cancel your order anytime before it gets executed.

Steps:

• Go to Portfolio → Orders → Open Orders.
• Find the specific order you want to change.

To Modify:

• Tap Modify, update the order details (price, quantity, etc.), and swipe to confirm.

To Cancel:

• Tap Cancel, and your order will be removed from the system.

Note:

• For partially filled orders, only the unfilled portion can be modified or cancelled.
• Stop-loss orders cannot be changed once triggered.
• Changes are allowed only during market hours.

Go to Portfolio → Orders and switch between the Open and Executed tabs to:

• Open Orders: See all pending trades.
• Executed Orders: Review completed, cancelled, or rejected trades.

Note: This makes it easy to monitor your trading activity at a glance.

You can activate the F&O segment in two ways:

A. During Account Opening:

• Provide the additional financial details and documents, and we’ll enable F&O for you right away.

B. After Onboarding:

• Go to Profile → Account Details → Enabled Segments.
• Tap Enable F&O and follow the prompts to submit the required financial info and documents.

Once completed, your F&O trading segment will be ready within 24 hours, and you can start trading seamlessly.

The CDSL TPIN is an extra layer of security for your demat account, ensuring that only you can authorize the sale of your stocks.

How it Works:

• Pre-authorize Your Sales: At the start of each trading day, you can pre-authorize the stocks you want to sell.
• Enter TPIN & OTP: When selling, enter the TPIN along with the OTP sent to your registered email and mobile.
• Seamless Selling: Once authorized, you can sell your stocks without needing to approve every individual transaction.

Forgot Your TPIN?

• No worries! You can easily regenerate it via CDSL.
• Clients who have submitted DDPI (Demat Debit and Pledge Instruction) do not need a TPIN to sell shares.

With the TPIN, selling your stocks on Capmint becomes secure, smooth, and hassle-free.

No worries! If you’re having trouble with your CDSL TPIN or OTP, here’s what you can do:

• Regenerate Your TPIN: Visit the CDSL e-DIS portal and use your 16-digit demat account number to generate a new TPIN instantly.
• Request a Fresh OTP: When authorizing a transaction, simply request a new OTP.
• Check Your Inbox: Look for emails from edis@cdslindia.com (don’t forget spam/junk folders).
• Check Your Mobile: OTPs are also sent via SMS from CDSL to your registered number.
• Update Contact Details: Make sure your email and mobile number are current with Capmint to avoid missing any notifications.

With these steps, you’ll be able to access your TPIN and OTP quickly and securely.

Understanding how options settle on expiry helps you manage risk smartly:

• OTM (Out-of-the-Money) Options: These expire worthless, so you only lose the premium paid – no further obligation.
• ITM (In-the-Money) Index Options: These are cash-settled automatically, and any profit or loss is adjusted directly in your trading account.
• ITM Stock Options: These are physically settled, meaning you must have the required funds or shares available to fulfill the obligation.

Why It Matters: Not exiting your ITM stock options before expiry can result in margin shortfalls, penalties, or even auction charges.

To stay safe, always keep track of your open positions and square off trades in advance if you’re uncertain.

Don’t worry, a pending order usually means it’s waiting for the right market conditions to execute. Here are the most common reasons:

• Price Not Reached Yet: Your set price (for Limit or Stop-Loss orders) hasn’t been matched in the market.
• Low Market Activity: There may not be enough buyers or sellers for your order to execute right away.
• Partially Filled Orders: Some shares have been traded, but the rest are still waiting for matching orders.
• Trigger-Based Orders: Stop-Loss or GTT orders will remain pending until the trigger price is hit.

Note: If your order stays pending longer than expected, check market depth or live prices; or consider modifying your order price slightly for quicker execution.

Adding Funds to Your Capmint Account:

• Step 1: Go to Profile → Add Money.
• Step 2: Enter the amount you wish to add.
• Step 3: Select your verified bank (your primary bank will be shown by default).
• Step 4: Complete the transaction securely via UPI, and your funds will be ready for trading instantly!

Withdrawing Funds from Your Capmint Account:

• Step 1: Go to Profile → Account Balance → Withdraw.
• Step 2: Enter the amount you wish to withdraw.
• Step 3: Confirm your bank details (your primary bank is selected by default).
• Step 4: Click Withdraw.

Your funds will be safely transferred to your bank account, usually within 24 hours.

At Capmint, intraday trading profits follow a T+1 settlement cycle, which means your earnings are credited the next trading day:

• Profit on Monday → available by Tuesday evening.
• Profit on Friday → available by Monday evening.

This process ensures your funds are transferred quickly, transparently, and fully in line with SEBI regulations.

Note: You can reinvest these profits immediately once they appear in your account balance.

Turbo Mode on Capmint is a specialized trading workspace built for intraday F&O traders who need to analyze, decide, and execute trades quickly—all within a single, unified view.

In regular trade mode, traders typically switch between multiple screens (charts, option chains, order windows, etc.). This creates delays and increases the chance of missing ideal entry or exit points. Turbo Mode eliminates that friction.

Here’s how Turbo Mode stands apart:

• All-in-One View: Combines live charts, option chain data, and market sentiment indicators in one screen. No need to switch between tabs.
• Instant Execution: Enables one-click Buy/Sell actions for predefined lots directly from the chart or option chain.
• Smart Position Tracking: Displays live P&L, open positions, and exit controls within the same workspace for faster reactions.
• One-Click Safety Controls: Features tools like “Exit All Positions” for quick liquidation during sudden market swings.

In short, Turbo Mode is designed for speed, precision, and clarity, giving active traders a seamless edge to act on insights instantly. Unlike the regular trade placement flow, which requires more steps and context switching.

Opening a Trading and Demat Account with Capmint

Opening your Trading and Demat account with Capmint is fast, secure, and fully SEBI-compliant. Here’s how you can get started:

• Step 1: Start Your Application
  Download the Capmint App. Enter your mobile number and email, then verify both using OTPs.

• Step 2: Complete KYC & PAN Verification
  Log in via DigiLocker to automatically fetch your Aadhaar details. This ensures your personal information is accurate and verified.

• Step 3: Provide Personal Details
  Enter details such as your profession, annual income, trading experience, marital status, and parents’ details. Confirm declarations on tax residency and PEP status.

• Step 4: Complete In-Person Verification (IPV)
  Record a quick live video selfie, as mandated by SEBI, to verify your identity.

• Step 5: Choose Account Preferences
  Select trading segments like Equity or F&O, and choose your fund settlement cycle.

• Step 6: Add & Verify Bank Details
  Verify using UPI (recommended) or enter your bank details manually.
  For F&O activation, upload bank statements, salary slips, or ITR (6 months).

• Step 7: Digital Signature & eSign
  Digitally sign your application on your device to complete the submission securely.

• Step 8: Verification & Activation
  The Capmint team will review your application. Once approved, your Trading and Demat account credentials will be shared via email and SMS.

Note: Ensure your PAN and Aadhaar details match, and complete DigiLocker KYC and IPV promptly for faster activation.

We collect information to ensure a secure, personalised, and fully compliant trading experience:

• Contact Details: Mobile and email for OTP verification and alerts.
• Identity Verification: PAN, signature, and in-person verification (IPV).
• Address Details: Verified via Aadhaar, utility bills, or bank statements.
• Bank Details: Account number and IFSC for seamless fund transfers.
• Financial & Background Info: Income, occupation, trading experience, marital status, PEP declaration.
• Nominee Info (Optional): Name, mobile, email for smooth investment transfer.

Your data is securely handled and used only for account verification, trading, and compliance purposes.

We know you’re excited to start trading, so we aim to make this process quick and smooth. After submitting all documents, your account is usually activated within 24-48 hours.

You’ll receive a Welcome Email confirming your account is ready. You can track your account status anytime in the Capmint app under Profile → Account.

At this time, the ability to directly cancel or modify your holdings verification (e-DIS) through the Capmint platform is under development.

In the meantime, our dedicated support team is here to assist you with the offline process. Please reach out to us at support@capmint.com, and we’ll guide you through the necessary steps to ensure your request is handled promptly and securely.

Currently, the ability to modify your holdings verification (e-DIS) directly through the Capmint platform is under development. We understand the importance of this feature and are actively working to make it available to you.

In the meantime, our dedicated support team is here to assist you with the offline process. Please reach out to us at support@capmint.com, and we’ll guide you through the necessary steps to ensure your request is handled promptly and securely.

Capmint automatically sends daily and weekly reports, including contract notes, to your registered email by the end of each trading day.

If you’d like a specific report on-demand:

• Open the Capmint app → Profile → Account Details → Reports
• Select the report or statement you need

Within 24 hours, it will be delivered to your registered email.

A contract note is your official confirmation for every trade you execute on Capmint’s platform. Think of it as both legal proof and a detailed record of your transaction, helping you stay informed and confident in your trading.

What’s Inside a Contract Note?

• Trade Details: Stock name, quantity, price, and whether it was a buy or sell.
• Order Execution Info: Order number, trade time, and exchange details.
• Settlement Details: Settlement date and unique reference number.
• Charges & Taxes: Brokerage, Securities Transaction Tax (STT), SEBI charges, GST, stamp duty—clearly broken down.
• Net Amount: The final amount credited to or debited from your account.

Why it Matters:

• Proof of Trade: Essential for dispute resolution or audits.
• Transparency: Understand exactly what fees and taxes are applied.
• Easy Access: Sent automatically to your registered email and available anytime in the Capmint app under Reports.

Note: Keep your contract notes handy, they’re your reliable record for every trade you make.

For detailed pricing information, please visit: Capmint Pricing

Follow these steps to reset your Capmint password:

• Tap Forgot Password on the login screen.
• Enter your registered mobile number or email.
• Verify with the OTP sent to you.
• Set your new password and you’re good to go!

If you still face any issues, our support team is available at support@capmint.com.

Capmint allows trading during standard market hours:

• Equity Market: 9:15 AM – 3:30 PM (Monday to Friday)
• Futures & Options (F&O): Same as the equity market, following exchange timings

Note: Keep these hours in mind to plan your trades effectively and make the most of market opportunities!

An Option Chain is a snapshot of all available Call and Put options for a stock or index. It provides essential trading data at a glance.

Key Details You’ll Find:

• Strike Prices: The prices at which options can be exercised.
• Option Type: Call (right to buy) and Put (right to sell).
• ITM / ATM / OTM: Indicates profitable (In-The-Money), at parity (At-The-Money), or out-of-favor (Out-Of-The-Money) options.
• Open Interest & Volume: Measures market activity and liquidity.
• Implied Volatility (IV): Indicates how much price movement is expected in the market.

Why It Helps You:

• Compare multiple options instantly.
• Plan trading strategies with confidence.
• Understand market sentiment at a glance.

Capmint Advantage: We provide live option chain data for informed, strategic decisions.

Reading an option chain is a great way to understand market trends and plan trades effectively. Here’s the structure:

• Strike Prices (Centre): The fixed prices where options can be exercised.
• Call Options (CE) – Left Side: Indicates a bullish outlook or buying interest.
• Put Options (PE) – Right Side: Reflects a bearish view or hedging activity.
• Near-the-Money Options: Highlighted to spot At-The-Money contracts quickly.

Key Metrics to Watch:

• Open Interest (OI) & Change in OI: Indicates market activity and interest in options.
• Volume: Shows the total contracts traded, an indicator of market activity.
• LTP (Last Traded Price): The most recent trade price.
• Bid/Ask Prices & Quantity: Reflects liquidity and the ease of entering/exiting a trade.
• Implied Volatility (IV): Suggests expected price movement.

Why It Matters: Understanding these details helps identify support and resistance levels, gauge market sentiment, and plan better entries and exits.

F&O trading can be rewarding but carries certain risks:

• Leverage Risk: Gains are amplified, but losses can also be larger.
• Market Volatility: Prices can change rapidly, especially around news or expiry dates.
• Liquidity Risk: Low participation can widen spreads or delay exits.
• Time Decay (Options): Out-of-the-money options lose value as expiry nears.
• Margin & MTM Losses: Insufficient margin can trigger automatic square-offs.
• Expiry & Settlement Risk: Open positions are settled according to exchange rules at expiry.

Capmint Support: We provide risk alerts, margin calculators, and educational tools to help you trade responsibly.

Corporate actions are decisions made by a company that directly impact its shareholders and stock value. Here’s how they work:

• Dividends: A portion of company profits distributed as cash or additional shares.
  Impact: Stock price usually drops by the dividend amount on the ex-dividend date, but you receive the dividend benefit.
• Bonus Issue: Free additional shares issued to shareholders in a fixed ratio (e.g., 1:1).
  Impact: Share count increases, but overall value remains the same.
• Stock Split: Reduces the face value of shares, making them more affordable.
  Impact: More shares are issued, but the overall value remains unchanged.
• Rights Issue: Existing shareholders can buy more shares at a discounted price.
  Impact: Subscribing increases holdings, while skipping dilutes ownership.
• Buyback: The company buys back shares, reducing the total outstanding shares.
  Impact: The share price may rise, improving key financial ratios like EPS.

Capmint Support: We keep you updated on corporate actions with alerts and updates directly on your dashboard.

Note: Always check the Record Date and Ex-Date to ensure you’re eligible for benefits.