Zerodha Console – Review, Benefits, Top Features, Set-up Process & more

Zerodha recently launched one of the easy to operate, versatile and cost-effective back-office platform for the traders also known as “Zerodha Console”.

It enables the users to easily track their debit and credit account entries through Account Statement or even they can examine and track their portfolio reports of positions, stocks and mutual funds.

This article provides a brief introduction about Zerodha Backoffice Platform, its advantages, Top Features, Set-up Process & more.

Zerodha Console Review & Ratings

About Zerodha Console

Zerodha back-office Platform also known as Console is the platform offered by Zerodha. This Platform offers numerous features and advantages to the traders such as traders can easily place fund transfer and withdrawal request on this.

Traders can download or access multiple trading reports such as tax reports and profit and loss reports. It is a cost-effective Platform so it can be opted by any of the traders with minimum capital.

It is quite easy to operate, so even invoice traders or traders having minimum technical knowledge can also operate this easily. Comprehensive details of every stock from the day it is purchased or sold can easily examine through the “CONSOLE”.

Setting up a procedure of Zerodha back office or CONSOLE” is also quite easy. Traders can even download contract notes and margin statement on this Platform.

Various analytical tools such as trade book heatmap and P&L heatmap is available on this Platform. Through the option Dashboard available on Zerodha, traders can view graphical details of their trading account. Traders can even easily access intraday charts to track the price movement of their stocks.

Get Free Access to Zerodha Back Office Platform – Open Demat Account Now!

Zerodha Backoffice Platform  – Top Features

Zerodha back-office Platform also known as Console is the platform offered by Zerodha. It is the primary dashboard account where the traders receive the following features

• Traders can place online funds transfer and withdrawal request through the “CONSOLE” offered by Zerodha
• They can track their debit and credit account entries through the option Account Statement
• Traders can examine and track their portfolio reports of positions, stocks and mutual funds
• They can place a request to access multiple reports such as trade book, Tax P&L
• Traders can download contract notes and margin statements
• They can even place a request to access multiple analytical tools such as trade book heat map and P&L heatmap.
• Traders can even apply online and invest in the companies listed on the stock exchanges with an IPO through the “CONSOLE” offered by Zerodha
• They can examine the comprehensive details of their stocks trading from the day they started trading
• Traders can even examine their tax repost submitted to their chartered account with the CONSOLE” offered by Zerodha
• It can be easily operated just with the single user id as it operated by SSO(Single Sign-On)

How To Set Up Zerodha Console?

The setting procedure of Zerodha back-office Platform is quite easy. Here you can see the procedure to set up Zerodha backoffice Platform –

1. For setting up the Zerodha backoffice, the initial step which is to be followed is to open demat account with the Zerodha
2. Login details will be given to traders after the opening demat account with the company.
3. Dashboard will be visible with multiple options like Porfolio, Reports, Funds & Profile
4. You can click on Portfolio & check entire details of your transaction history
5. You can check funds available in your account, you can also transfer funds to your account or also you can transfer funds from console to your bank account

How To Own Zerodha Back Office Platform?

For the sake of owning Zerodha Console, it is compelled to open your demat account with the company. Here is the brief step you can see on how to open your demat account with Zerodha.

1. Click on the demat account form link given below
2. Post clicking on the link, a demat account form will be displayed on the screen
3. Few details will be asked to mention in the demat account from which is displayed on the screen
4. Enter the true details as this will be verified by the responsible person of the company
5. After verification procedure of the details mentioned, few KYC documents will be asked by you to submit
6. Submit all your KYC documents asked by the company
7. Your KYC documents will also be verified by the responsible person of the company
8. After the verification procedure of your documents, your demat account will be accessed
9. You will be given login details, enter the login id and password and explore the trading experience with Zerodha

Here are some of the KYC documents, traders may be asked to submit with Zerodha

• Age proof
• Address proof
• DOB proof
• Pan chard
• Aadhar card
• Passport size photograph

Zerodha Back-Office Platform – Advantages

• Zerodha back-office Platform or “CONSOLE” is the latest, versatile and cost-effective Platform
• It is operated by SSO(Single Sign-On), so in such case single user id is enough to operate
• Multiple distinct reports can be downloaded instantly with the help of this Platform
• It can be operated easily and traders with the minimum knowledge of the Platform can operate “CONSOLE” easily.
• Instantly funds can be transferred and withdrawal with this Platform offered by Zerodha
• Traders can comfortably examine all their trading-related activities transactions through the trade book option.
• Traders can even examine or track their portfolio details such as Position of the traders stock and their holding details

Zerodha Console – Conclusion

Zerodha back-office Platform also known as Console is the Platform recently launched by Zerodha. It is operated by SSO (Single Sign-On), so in such case single user id is enough to operate.

It is the primary dashboard account where the traders are fascinated with the various features such as traders can examine multiple trading-related activity reports such as tax reports or P&L report. Console is the most effective and free Platform offered by Zerodha.

Traders can even apply online and invest in the companies listed on the stock exchanges with an IPO through this Platform. Traders looking for cost-effective and multiple features Platform can go with Zerodha Console.

Get Free Access to Zerodha Back Office Platform – Open Demat Account Now!

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