Client Portal

Back Office Portal

A secure hub for UrNex clients to access ledgers, contract notes, holdings, P&L, margin reports and tax statements — anytime, on any device.

Everything you need, in one secure place

The UrNex Back Office is your single source of truth for every transaction across equity, derivatives, mutual funds, IPO and commodities. Log in to access digitally signed contract notes, real-time ledgers and exchange-mandated reports — fully compliant with SEBI guidelines.

Built for serious investors and active traders, the portal gives you complete visibility into your positions, margins and tax obligations so you can stay in control of every rupee invested.

Secure single sign-on with 2-factor authentication
SEBI-compliant digitally signed documents
Mobile-friendly access from any device
Instant download of statements and contract notes

Key Features

Everything an investor needs to stay informed and compliant.

Ledger & Statements

Real-time financial ledger, contract notes and daily transaction statements.

Holdings & P&L

View live holdings, realised and unrealised profit & loss across segments.

Margin Reports

Span, exposure and end-of-day margin reports for every trading segment.

Tax Reports

Download capital gains, STT and tax-ready reports for filing season.

Trade History

Searchable trade book and order history across equity, F&O and commodities.

Bills & Invoices

Download digitally signed bills, invoices and SEBI-mandated documents.

Bank-grade Security

Encrypted sessions, secure authentication and continuous monitoring.

24/7 Access

Statements and reports available whenever you need them.

SEBI Compliant

Digitally signed contract notes and exchange-mandated reports.

Ready to access your Back Office?

Trouble logging in? Reach our customer care at +91-9891-109-109 or email customercare@urjaglobalinvestment.com.