PocketX Mobile · Android and iOS trading app

Your whole firm, in your client’s pocket.

Markets tracked, a portfolio managed, stocks and mutual funds bought, IPOs applied for and orders placed — from a phone, on Android and iOS, under your brand.

Instant UPI pay-in, order push notifications, contract notes and the tax report, all signed in as the client rather than emailed from a shared mailbox.

  • Android and iOS
  • Instant UPI pay-in

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PocketX

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In plain words

What PocketX Mobile actually is.

A trading app is no longer the thing that distinguishes a broker — it is the thing a client assumes. What distinguishes one is whose app it is: your name on the store listing, your brokerage inside it, and your branch behind it rather than a white-label that reads as somebody else’s.

This is that app, shipped. It is the same product that runs today with installs on Google Play and the App Store, and it reads the books your back office writes — so the holding on the phone and the holding in the ledger are one record, not two that reconcile overnight.

What you get

Four things it does, and what is behind each.

Every line below names something that can be shown in a walkthrough. If one of them cannot be, we would rather you found out in the hour than after the signature.

  • Trade and invest

    Equity, F&O, currency and commodity from one order ticket, with mutual funds and IPOs on the same screen the positions are on.

    • One order ticket
    • All four segments
    • Funds and IPOs alongside
  • Charts that hold up

    Real-time charts with the indicator set a serious trader expects, rather than the three a demo gets built with.

    • 100+ indicators
    • Real-time data
    • Drawing tools kept on the chart
  • Money in, money out

    UPI pay-in that credits instantly, withdrawal requests that reach the back office as a queue, and a ledger the client can read themselves.

    • Instant UPI pay-in
    • Withdrawal to the payout queue
    • Ledger and P&L
  • Their paperwork, theirs

    Contract notes, the transaction and holding statement and the tax report, downloadable in-app — which is most of what a branch phone rings about.

    • Contract notes in-app
    • Tax and TOR reports
    • Push on every order
  • PocketX quote screen for ADANIPORTS: a three-month price chart with volume bars, timeframe buttons from 1D to 5Y, a market today panel with open, high, low, VWAP and volume, a market depth panel, and Sell and Buy buttons fixed at the bottom.

    One scrip, and the ticket

    The chart, the day's numbers and the book, with buy and sell pinned to the bottom of the screen the whole way down.

  • PocketX market indices section: NIFTY 50 and SENSEX cards, a gainers and losers switch, and a list of NSE gainers with their last price and change.

    Indices and the movers

    The benchmarks and the day's biggest moves, on the same screen as the balance — with commodity and currency a tab away.

  • PocketX mutual funds screen: Explore, Watchlist and Investments tabs, fund type and category tiles, and a list of direct plans each showing its NAV and one-year return.

    Funds, on the same login

    Direct plans browsable by type and by category, with the watchlist and the investments the client already holds behind their own tabs.

Captures of the shipped product, not renderings of it. Every screen, with what is visible in each, is at the PocketX screens.

Common questions

The ones that come up on the first call.

If yours is not here, it is a better use of an hour than a slide deck — bring it to a walkthrough.

Whose name is on the app?

Yours. It is published under your developer account with your mark and your palette, and a client installing it has no way of knowing who built it. That is the point of the module — a broker whose app is branded by a vendor is renting their own front door.

Does it need the rest of the platform?

It needs a back office to read from. Run alongside ours it reads the same client master and ledger; run against yours it is fed by the interfaces you already expose. Either way the client is never shown a second set of books.

The next step

See PocketX Mobile on your own books.

Tell us how this part of your firm runs today and what you would want it to stop doing. We will walk you through the same screens your team would work in.

Or call +91 76765 83344