Margin Trade Financing eligibility and documents

Read on to know the criteria and documents required to apply for Margin Trade Financing.

Eligibility criteria and documents required

MTF facility is pre-activated when you open Demat and Trading account with us. No documents are required to apply for MTF. However, you need four documents and a photograph handy while opening the Demat and Trading account. Click here to open the demat and trading account.

Eligibility criteria

  • Must have a Demat and trading account with us
  • Demat and Trading account should be active

Given below are the documents requires to open a Demat account with Bajaj Financial Securities:

  • PAN card
  • Proof of address (Aadhar card, driving license, passport)
  • Photograph
  • Signature on white paper
  • Income proof, for activation of futures and options segment
  • Bank details

Frequently asked questions 

Do I need a Demat account for MTF?

Yes, having a Demat account is mandatory for Margin Trade Financing.

What is the maximum limit for Margin Trade Financing with BFSL?

The maximum limit for Margin Trade Financing with BFSL is Rs. 90 crore.

What happens in case the minimum margin of an MTF order is not maintained?

The trade will be liquidated if the minimum margin requirement is not met if the margin drops below the minimum needed amount.

What are the MTF interest rates with BFSL?

There are three variants of MTF interest rates:

  1. Freedom Pack offers MTF interest rate of 18% p.a.
  2. Professional Pack offers MTF interest rate of 12.5% p.a.
  3. Bajaj Privelege Club offers MTF interest rate of 10.75% p.a.
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Free Account opening is through the Freedom subscription pack, where the yearly subscription charge in the 1st year is nil and 2nd year onwards it is Rs.431 (inclusive of GST).

BFSL is only distributor of Bonds & Sovereign Gold Bonds (SGB). These are not exchange traded products and all disputes with respect to the distribution activity, would not have access to exchange investor redressal forum or Arbitration mechanism.

Investments in securities market are subject to market risk, read all the related documents carefully before investing. As subject to the provisions of SEBI Circular CIR/MRD/DP/54/2017 dated June 13, 2017, and the terms and conditions mentioned in rights and obligations statement issued by the TM. Visit our website: Disclaimer: