Broker Guidelines

Guidelines for Jainam (XTS)

Jainam Broking: An Overview

Jainam Broking Limited is a Surat based full-service brokerage firm established over two decades ago. The company offers a variety of trading and investment services, including equities, derivatives (F&O), margin trading, mutual funds, IPOs, debt products, and SIPs—all accessible through its integrated platforms like JLite, JPlus, and API-based Strike. Jainam also provides advanced tools such as strategic options analytics (SmartGreek/SmartDelta) and a research-backed Wealth Basket service to assist clients with portfolio planning. Clients can open accounts online and benefit from a holistic trading environment that supports automation, API trading, real-time charts, portfolio tracking, and tailor-made back office features. With a focus on innovation, customer orientation, and competitive pricing, Jainam positions itself as a reliable and tech savvy partner for both individual and institutional investors alike.

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What you will need to add Jainam (XTS) account in Cirrus

  • You need to have a Cirrus Account. If you don't have one, follow the LINK.

Ensure you have an active Demat account with Jainam Broking and F&O activated.

To activate XTS API on Jainam, follow these steps:

• Go to your chosen server (Server A/B or Retail) and log in with your User ID and Password.

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• Click “Create New App” in the dashboard.

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• Fill in the required fields; select “Interactive Data API.”

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• Copy the API Key and API Secret provided.

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• Paste those credentials into the Cirrus broker setup page.

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FAQs for Jainam (XTS)

1. How do I change the name on my Demat account?

You can update your name by contacting Jainam customer support and submitting valid ID proof along with a name-change affidavit.

2. What should I do if I forget my password?

Click the 'Forgot Password' link on the login page, then follow the reset prompts using your client login ID to complete the process.

3. How can I change my PIN?

Log in to the Jainam platform, go to Account Settings, select 'Change PIN', and follow the instructions provided.

4. Where can I find my trade reports?

After logging in, navigate to the Comet section under Reports to view your ledger, transaction history, and other post-trade details.

5. How do I pledge shares in my Demat account?

Go to Comet → Portfolio → My Holdings → e‑transfer → Pledge, select the stocks and quantities, and submit the request for processing.

6. How do I add a nominee to my Demat account?

In your profile, select 'Add Nominee', enter the nominee's details, upload their ID proof, and submit the form for verification.

7. How can I update my bank account for trading?

Navigate to My Details in your profile, choose 'Update Bank Details', and enter your new bank information.

8. What if I need to update my mobile number?

Use Account Settings → Update Mobile Number in the platform and follow the verification steps to complete the update.

9. What documents are required to open a Demat account?

You’ll need a PAN card, Aadhaar card, a passport-sized photograph, and a cancelled cheque or bank statement for address proof.

10. What should I do if I notice suspicious activity?

Immediately contact Jainam customer support and reset your login credentials. Their team will help investigate and secure your account.