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Screenshots

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About FM BRANCH

•⁠ ⁠Member name: FINANCE MONITOR (INDIA) PVT LTD •⁠ ⁠SEBI Registration Number: INZ000250337 •⁠ ⁠Member Code: NSE 07129 BSE 3149 •⁠ ⁠Registered Exchange/s name: NSE BSE •⁠ ⁠Exchange approved segment/s: NSE CASH & FNO + BSE CASH FM BRANCH is the official back-office app for Finance Monitor, 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 Finance Monitor Contact your firm's IT desk to obtain login credentials.

What’s new

Version 6.0.8 · Updated October 12, 2026

● Your branch code is now shown in the side menu. ● Menus now show available reports first, so there's less scrolling. ● CDSL Reports issue has been resolved. ● Security improvements to saved login. You'll need to sign in once and save your credentials again to use Face ID / Touch ID.

App privacy

The developer, FINANCE MONITOR (INDIA) PVT LTD, reported these privacy practices to Apple.

Data Not Collected

The developer does not collect any data from this app.

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