Unlistique
Ops Portal · Sarffin Financial Advisors
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Admin
Welcome back
Good morning, Rahul 👋
Your operations hub. Select a module below to get started.
Tradebook
Manage purchase and sale orders, mark executions, generate invoices and export to Tally.
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Client Desk
Approve pending KYC, manage client profiles, generate client codes, and track categories.
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Associate Desk
Onboard associates, manage KYC approvals, track commissions and linked client referrals.
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Unlistique · Ops Portal · Powered by Sarffin Financial Advisors Pvt. Ltd. · All data encrypted
Resources
Tally · Analytics · Newsroom · Stock Universe · Price Book
Features
Export to Tally
Generate Tally XML vouchers and Excel reports from executed trades. Filter by entity, FY, and date range.
Analytics
Deep-dive charts — turnover by entity, scrip-wise concentration, LTCG/STCG breakdown, and associate business.
Newsroom
SEBI circulars, market updates, company announcements and pinned notes relevant to your scrip universe.
Quick Links
Price Book
Live dealer prices — update and publish
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Export to Tally
— trades
💡 XML is formatted for Tally Prime import. Excel includes all trade columns with entity grouping.
Analytics
Turnover by Entity
Scrip Concentration (Top 10)
LTCG vs STCG Trades
💡 Data pulls live from TradeBookFY2026. Click Refresh to reload.
Newsroom
💡 Pin important items to keep them visible. Connect an RSS feed in Control Centre to auto-populate.

Add New Scrip

Entry will be appended to ScripIndex in sequence

Scrip name is required
Full legal name is required
Identifiers
10-char company PAN Invalid PAN (10 chars)
12-char ISIN code ISIN must be 12 characters
Security Details
Enter a valid face value