Mehta Connect
MEHTA EQUITIES LIMITED
Only for iPhone
Free · Designed for iPhone. Not verified for macOS.
iPhone
Your branch back office, in your pocket — client ledgers, positions, holdings and MIS reports with secure sign-in and PDF/Excel export.
Member name: Mehta Equities Ltd
• SEBI Registration Number`: INZ000175334
• Member Code: 122/13512/28010/494/51800
• Registered Exchange/s name: BSE,NSE,MCX,NCDEX,MSEI
• Exchange approved segment/s:CM/FO/CD/SLBM
Mehta Connect is the official back-office app for Mehta Equities branches, sub-brokers and authorised persons. Get instant, secure access to the same reports you use at the desk — anywhere, on any iPhone.
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 iOS 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. Contact your firm's IT desk to obtain login credentials.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
All-new look with a cleaner layout and consistent colours
Redesigned detail views and report cards
Consistent red/green for Debit/Credit and Profit/Loss across all reports
Indian number formatting for all amounts
Quick access to recently used client and scrip codes
PDF/Excel export moved under the "…" menu
Security and stability improvements
The developer, MEHTA EQUITIES LIMITED, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- MEHTA EQUITIES LIMITED
- Size
- 49 MB
- Category
- Finance
- Compatibility
Requires iOS 17.6 or later.
- iPhone
Requires iOS 17.6 or later. - Mac
Requires macOS 14.6 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.3 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2016. Mehta Group All rights reserved.