Share Pro Backoffice

Share pro Back-office

Digital books of accounts of customer.Its a software which captures, analyses, and summarizes minute’s information for the transactions occurred in a customer’s account. It can be accessed online. Lakshmishree has one of the quickest and most reliable back office where large data reports can be generated within seconds.

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Back Office Features

  • Dashboard Of Clients Account
  • Portfolio as per segments
  • Funds: Pay Out and Transfer history
  • Profile: Personal, Contact, Depository & Bank Account Details
  • Referrals: Refereed clients list, Earning, Referral account Position.
  • Circulars: All exchanges Notifications
  • Reports
  • Ledger: Detail History of Financial Accounts
  • Trade Registry: History of All Trades
  • Contract Note: Access to a history of all contract note issued.
  • P&L Report: Realized & Unrealized gains of overall activity.
  • Tax P&L Report: A report to carter your tax fillings
  • Global Report:Cash flow for the year

Back Office Screen Shots

A Separate Dashboard
A Separate Dashboard
Ledger categorized as per Segments
Ledger categorized as per Segments
Easy accessible through tabs
Easy accessible through tabs
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RISK DISCLOSURES ON DERIVATIVES

  • 9 out of 10 individual traders in equity Futures and Options Segment, incurred net losses.
  • On an average, loss makers registered net trading loss close to ₹ 50,000.
  • Over and above the net trading losses incurred, loss makers expended an additional 28% of net trading losses as transaction costs.
  • Those making net trading profits, incurred between 15% to 50% of such profits as transaction cost.

Source :

SEBI study dated January 25, 2023 on "Analysis of Profit and Loss of Individual Traders dealing in equity Futures and Options (F&O) Segment", wherein Aggregate Level findings are based on annual Profit/Loss incurred by individual traders in equity F&O during FY 2021-22.