- A client can see his holdings and positions by tapping on the portfolio icon
given at in bottom of the app screen. - Initially, the client should himself login into tech Excel and check whether his POA(Power of Attorney) is Yes Or No.
- Client can also provide his login ID to Jainam to check his POA status.
- If the POA is showing “YES” then it will be shown as the holding in the application.
- If the POA is showing “NO” then, the client should contact his RM or Branch for further process.
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