Get Instant Trade Reports on WhatsApp with Navia Markets’ BO Chatbot
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In today’s fast-paced trading world, quick access to information is everything. Whether you’re an active trader or a long-term investor, keeping track of your trade activity, financials, and portfolio performance is critical. But waiting on support calls or navigating complex portals? Not anymore.
At Navia Markets, we’ve simplified the process with a smart, AI-powered WhatsApp chatbot that puts instant access to trade reports right at your fingertips — available 24/7, without logins or delays.
🠖 Try it now: Click here to get your reports on WhatsApp
Why Use WhatsApp to Access Trade Reports?
WhatsApp is a platform you already use daily — so why not use it to manage your investments?
Our WhatsApp chatbot makes it incredibly easy to:
🔸 Access key reports without logging into any portal
🔸 Get trade, financial, and depository reports in real-time
🔸 Avoid customer support wait times
🔸 Stay on top of your trading activity anytime, anywhere
Whether you’re traveling, working late, or reviewing your portfolio over the weekend, your reports are always just a message away.
What Reports Can You Get on WhatsApp?
We’ve made sure that you can access a wide range of essential documents through a simple WhatsApp chat. Here’s what’s available:
Trade Reports:
● Trade Register – View all trade details for a selected period
● Net Position – Check your current holdings and market value
● Contract Note – Get official confirmation of executed trades
● Margin Statement – Track margin usage and requirements
Financial Reports:
● Ledger – A full summary of your account’s financial activity
● Last 5 Receipts/Payments – View recent fund transfers
● Portfolio Summary – Analyze your investment holdings
● Capital Gains/Loss Report – Useful for tax filing and profit tracking
Depository Reports:
● DP Holding Statement – See what stocks you hold in your demat
● DP Transactions – Track all recent buy/sell actions
● DP Ledger – View your depository account entries
● DP Billing – Get charges and billing details
● Client Master Report – Essential account information
MTF Reports (Margin Trading Facility):
● MTF Trade Register
● Trade Confirmation
● MTF Ledger
● Collateral & Funded Report
No need to dig through emails or log in to multiple platforms. Simply type the report name or select options into WhatsApp, and it’s delivered instantly.
Multiple Support Channels to Make Life Easier
At Navia, we know that every trader’s needs are different. That’s why we offer more than just WhatsApp for support:
🠖 Support Portal – A one-stop resource with FAQs, video guides, and step-by-step help
🠖 Live Chat – Chat with our support team in real-time for quick resolution
🠖 Raise a Ticket – For issues that need detailed attention, submit a support ticket directly
No matter how you choose to connect, our goal is the same — to help you save time and stay focused on trading.
Key Benefits of Using WhatsApp for Trade Reports
Still wondering why this matters? Here’s how it helps:
1. Speed – Get reports within seconds
2. No Login Hassles – Just send a message, no usernames or passwords
3. 24/7 Availability – Access information anytime, even outside trading hours
4. Mobile Convenience – Everything right on your phone
5. Secure & Private – Safe delivery of sensitive documents
Whether you’re tracking performance, preparing for tax season, or simply reviewing your trades — this tool saves you time and effort.
Smarter Support for Smarter Trading
In the dynamic world of trading, every second counts. That’s why Navia Markets is committed to providing tools that simplify your journey. Our WhatsApp-based support and instant report delivery are designed to give you control, convenience, and confidence — without compromising on security or accuracy.
Try It Today
Already a Navia client? Just send a message on WhatsApp and experience the ease of getting your trade and financial reports in real-time.
Not a client yet? Open a FREE Demat Account and start trading with smart support, every step of the way.
Stay focused on your trades. Let us handle the rest — instantly, on WhatsApp.
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DISCLAIMER: Investments in the securities market are subject to market risks, read all the related documents carefully before investing. The securities quoted are exemplary and are not recommendatory. Brokerage will not exceed the SEBI prescribed limit.
