DDPT setup , Onboard , Communication Messages , Enhancement story of trademain.ai #30

[Serendipity2-0]

• [x] create DDPI for all Trader.

• [x] onboard allTraders

• [x] Step by step telegram Message Formats to send our clients. Goal : Effective communication (This is available under main story #30)

• [x] Build enhancement story for trademan.ai(This is available under main story #62 )

• [x] Send manual telegram message to Clients until gets automated

[VarshitaTP]

Demat Debit and Pledge Instruction(DDPI)

Done✅

STEP1-DDPI form courier to clients address for signature 1.Nootana trader 2.sridhar trader 3.gayathri trader 4.venkatesh trader 5.Omkar trader 6.Amol (office) 7.Arjun(office) 8.Karthik(office) 9.Vinod trader 10.Abhishek trader 11.Anand(Office) 12.Nikhil(Office) 13.Varshita(Office) 14.Abhishek(Office) 15.Arjun trader [PENDING/ EMAIL ISSUE] 16.Sachin trader 17.srijan (office) 18.sathyarth(Office) 19.samarth(Office) 20.snowi(Office) 21.Mahaveer(office) 22.Murali(office) 23.Roshan(office) 24.vinay trader 25.Brijesh trader 26.Roopesh/nagalakshmi trader 27.pradeep hemadri 28.akash(office) 29.chinmay(office) 30.suraj(office) 31.mamatha(office)

STEP2-DDPI form courier to FIRSTOCK ofiice 1.Nootana trader 2.Sridhar trader 3.gayathri trader 4.venkatesh trader 5.Omkar trader 6.Amol (office) 7.Arjun(office) 8.Karthik(office) 9.Vinod trader 10.Abhishek trader 11.Anand(Office) 12.Nikhil(Office) 13.Varshita(Office) 14.Abhishek(Office) 15.Arjun trader [PENDING/ EMAIL ISSUE] 16.Sachin trader 17.srijan (office) 18.sathyarth(Office) 19.samarth(Office) 20.snowi(Office) 21.Mahaveer(office) 22.Murali(office) 23.Roshan(office) 24.vinay trader 25.Brijesh trader 26.Roopesh/nagalakshmi trader 27.pradeep hemadri 28.akash(office) 29.chinmay(office) 30.suraj(office) 31.mamatha(office)

STEP3-DDPI SETUP COMPLETED 1.Nootana trader 2.Sridhar trader 3.gayathri trader 4.venkatesh trader 5.Omkar trader 6.Amol (office) 7.Arjun(office) 8.Karthik(office) 9.Vinod trader 10.Abhishek trader 11.Anand(Office) 12.Nikhil(Office) 13.Varshita(Office) 14.Abhishek(Office) 15. 16.Sachin trader 17. 18. 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. 29. 30.suraj(office) 31.

[VarshitaTP]

ONBOARD CLIENTS(trademan.ai)

Done✅

1.Nootana trader[Funds added] 2. 3.gayathri trader[Funds added] 4.venkatesh trader[Funds added] 5.Omkar trader 6. 7.Arjun(office)[Funds added] 8.Karthik(office)[Funds added] 9. 10. 11.Anand(Office)[Funds added] 12.Nikhil(Office)[Funds added] 13.Varshita(Office)[Funds added] 14.Abhishek(Office)[Funds added] 15. 16. 17. 18. 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. 29. 30.suraj(office)[Funds added] #onboardpending 31.

[VarshitaTP]

Closing the issue as the DDPI can be tracked from onboardcalendar and ClientsCurrentStatus excel