LMS Connect vs Policy Vault

•⁠ ⁠Member name: LATIN MANHARLAL SECURITIES PVT LTD. •⁠ ⁠SEBI Registration Number`: INZ000208631 •⁠ ⁠Member Code: BSE : 0405, NSE : 10720 •⁠ ⁠Registered Exchange/s name: BOMBAY STOCK EXCHANGE LTD., NATIONAL STOCK EXCHANGE OF INDIA LTD. •⁠ ⁠Exchange approved segment/s: BSE : CM , F&O,NSE : CM, F&O, CDS LMS Connect is the official back-office app for Latin Manharlal Securities Pvt Ltd 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 Latin Manharlal Securities Pvt Ltd Contact your firm's IT desk to obtain login credentials.

Policy Vault – Insurance, News & Financial Updates in One App Managing your insurance policies and staying updated with important financial and world events can often become complicated and time-consuming. Policy Vault simplifies everything by bringing your insurance management, latest news, and financial tracking into one powerful and easy-to-use app. With Policy Vault, you no longer need to worry about misplaced documents or searching through emails during urgent situations. The app allows you to digitally store, organize, and access all your insurance policies anytime, anywhere, while also keeping you informed with real-time news updates and market trends. It is designed to offer both convenience and control, helping individuals, families, and business owners stay organized and informed at all times. Key Features Smart Insurance Management Policy Vault acts as your personal digital locker for all types of insurance policies. Easily digitize your documents, organize them in one place, and access them whenever needed without any hassle. Store health, life, motor, and other policies Eliminate dependency on physical documents Access all policy details instantly Digital Policy Cards for Quick Access Instead of going through lengthy documents, you can generate digital policy cards that display key information in a simple and quick format. This is especially useful during emergencies or claims. View important policy details in seconds Simplified and user-friendly format Ideal for quick reference anytime Easy Family Sharing Ensure your family is always informed and prepared by securely sharing policy details with them. Policy Vault makes it easy to give access to important information when it matters the most. Share policies with trusted family members Improve transparency and preparedness Useful during emergencies Latest News at Your Fingertips Stay updated with what’s happening around the world without switching apps. Policy Vault brings you curated news across multiple categories so you’re always informed. Business updates World news Sports highlights Regularly updated content Financial & Market Updates Make smarter financial decisions by tracking key market indicators directly within the app. Daily gold and silver price updates Live USD to INR exchange rates GBP to INR comparison for better global insights Stay aware of market trends anytime Simple, Fast & User-Friendly The app is built with a clean interface to ensure smooth navigation and ease of use for everyone, even for non-technical users. Easy to upload and manage policies Quick navigation across features Designed for everyday convenience Privacy & Security Your data security is our top priority. Policy Vault ensures that all your information is securely stored and protected using modern security standards. Your personal data is used only for managing your policies and is never sold or shared without your consent. Why Choose Policy Vault? Policy Vault is not just an insurance app — it’s a complete personal management tool that helps you stay organized, informed, and financially aware in one place. Reduce stress of managing multiple documents Stay updated with news and financial trends Avoid switching between multiple apps Keep everything accessible in one secure vault Download Policy Vault Today Take control of your insurance, stay updated with the latest news, and monitor financial trends — all in one app. Policy Vault makes your life simpler, smarter, and more organized.