The back office that runs 200+ brokers across every Indian exchange.
Equity, depository, commodity, currency, mutual funds, F&O, NBFC margin funding — one platform, one team, trusted by Indian brokers since 1992. Built for T+1, margin pledge, CTCL audit and 2026 regulator compliance.
The 2026 broker desk is under pressure
T+1 is here, margin pledge is mandatory, records must last 8 years — the workload on every operations desk has multiplied.
T+1 settlement pressure
Margin must be collected by T+1, pay-in by 7 AM next day — zero room for manual reconciliation.
100% fund segregation
Client funds fully segregated with daily proof. Any shortfall draws penal action.
Long audit retention
Record retention raised to 8 years from 2026. Sauda books, ledgers, margin records — all queryable.
Margin pledge complexity
Securities stay in client demat, pledged via depository. Daily NSDL + CDSL pledge / repledge reconciliation.
Audit & inspection trail
Client master, trade-wise and CTCL inspection reports demanded on short notice — manual export hurts.
Multi-exchange chaos
NSE, BSE, MSEI, MCX, NCDEX, India INX, DGCX, NCL, ICCL, NSDL, CDSL — every one has its own files and timings.
One platform, every segment your desk runs
Pick the products you need. Add segments as you grow. Same data engine, same support team, same audit trail.
Equity Back Office
NSE + BSE + MSEI cash & F&O. Trades, ledgers, bills, brokerage, contract notes — the full equity desk.
NSDL Depository
Full DP back office for NSDL participants. Holdings, transactions, pledge, demat / remat workflows.
CDSL Depository
Full DP back office for CDSL participants. Easi, Easiest, eDIS, margin pledge / repledge integrated.
NCDEX + Commodity
NCDEX, MCX agri & non-agri. Warehouse location, delivery obligations, auction tracking and commodity-specific reports.
Currency Futures
NSE / BSE / MSEI currency derivatives back office — intersegment fund transfer with equity.
DGCX (Dubai)
Dubai Gold & Commodities Exchange — multi-currency support for cross-border members.
Mutual Funds
MF distribution back office — orders, brokerage, commission tracking, SIP/STP workflows.
NBFC + Margin Funding
Dedicated NBFC accounting + MTF (Margin Trading Facility) — obligation export, interest on short margin.
Inside every product — the functional muscle
The features your operations team uses every single day — deeply integrated across every product above.
Portfolio Suite
Client-wise, scrip-wise, long/short-term portfolio. Live MTM, FIFO costing, opening entry tools.
Corporate Actions
Dividend, bonus, rights, split, merger, demerger, buyback — auto-adjusted with history register.
Settlement & Obligation
Net obligation posting, manual + NMASS pay-in, scrip-wise & client-wise settlement MIS, auction tracking.
Margin & Pledge
VAR / ELM margin, gross exposure, pledge / repledge reconciliation, regulator client-margin disclosure.
Risk & Exposure
Gross exposure (portfolio + scrip), spread / non-spread, MTM-based exposure, exchange alerts.
Brokerage Engine
Slabs per exchange, schemes, advance brokerage, NSE→MCX transfer, option conversion, recalc.
Bank Reconciliation
Auto + manual recon, cheque imaging, voucher export to RBI, response file import, auto-match.
Reconciliation Engine
Trade, MTM, stock vs Benf, STT, regulator turnover fee, GST, member holding, DPM — 10+ recon types built-in.
Digital Signing & STP
Digitally-signed contract notes + STP export to FTP, NSDL, custodial — with verification & audit log.
KRA, KYC & Regulatory Exports
CVL KRA, CKYC (CERSAI), NDML KRA, NSE UCI, BSE UCC, NSDL, CDSL — full export & API stack with PAN dedup.
PMLA & CTCL Audit
PMLA + DP-PMLA modules, comprehensive CTCL dealer-terminal audit, password policy, Client Funds Report.
Tax, STT & Capital Gains
STT engine, GST register, Service Tax, Income Tax, LTCG / STCG, Annexure 10DB, AGTS, Year-End Reports.
Built for the rules your auditor will quote next quarter.
T+1 settlement, 100% client fund segregation, margin pledge, 8-year record retention, daily inspection-ready exports — the regulatory floor has moved, and Shilpi has moved with it.
Get a compliance walkthroughConnected to every system you already use
Live API integrations with exchanges, depositories, payment gateways, KRAs and trading vendors — no manual file shuttling.
Exchange APIs & UCC/UCI
- BSE API + BSE UCC (live)
- NSE OFS Web API v1.3 + NSE UCI (live)
- MCX + NCDEX file exports
- CP code modification (NSCCL), STP
Depository, KRA & KYC
- CDSL BO API (CR1891 + CR1892)
- NSDL export + Margin Pledge spec v1.5
- CVL KRA (Get / Insert / Bulk / Upload)
- CKYC (CERSAI) + NDML KRA
Payments & Bank
- Cashfree — Authorised Payment Partner (Shilpi Payments)
- Razorpay (SmartCollect, webhooks), BillDesk, Atom, SmartPayz
- HDFC, ICICI, Kotak, Yes Bank, SubPaisa gateways
- Axis Bank statement push + recon, IFSC lookup
Trading Platforms & Comms
- ODIN (Investor Client + UCI)
- Symphony (incl. payout fetch), Saral
- TradeLab, Rupeeseeds, Salesforce
- SMS / OTP / WhatsApp engine (pluggable provider)
300+ bots running the work nobody wants to do
File imports, bank reconciliation, pledge reconciliation, margin VAR posting, brokerage recalculation, batch contract note dispatch — running 24/7 in the background.
File imports
BSE / NSE / NSDL / CDSL daily exchange files imported and posted with one click.
Bank reconciliation
Statement parsing, voucher matching, exception flagging.
Pledge reconciliation
NSDL + CDSL pledge files reconciled to client positions.
Contract note dispatch
Digitally signed PDFs emailed to clients in batches.
Empanelled, certified, trusted across India
See Shilpi Back Office on your segments in 30 minutes.
Tell us which exchanges and modules you run today. We'll show you the same flow on Shilpi — with a quote tailored to your desk.