Unlisted O Rena — Deal Management System

UNLISTED O RENA

Proprietor: Madhurr Jhaawar

■ Dashboard

+ New Deal

☷ All Deals

☺ Members

☯ Masters

✉ My Accounts

madhurr

Admin

Dashboard

UNLISTED O RENA · www.unlistedorena.in · All data saved in Google Sheets

Total Deals

all time

Total Value

₹0

gross consideration

Members

registered

This Month

deals entered

Recent Deals

Deal ID	Security	Type	Value	Status	Actions
No deals yet. Click "+ New Deal" to start.

Google Sheets — Live Data

All your data is automatically saved to Google Sheets. Open any sheet below to view or edit directly.

Deals Sheet

Members Sheet

Parties Master

Securities Master

Audit Log

Each account has its own separate Google Sheet. Paste your Sheet URL in My Accounts to link.

New Deal Entry

Select deal type · Every dropdown has an "Other" option · Manual entry always overrides

Every dropdown below has an "Other" option. If you pick "Other" or any option, you can still type freely in the manual field below it — your manual text always takes priority.

⇄ Brokerage Deal

↗ Sale to Client

↘ Purchase from Vendor

☛

Select a deal type above to load the form

Brokerage Deal · Sale to Client · Purchase from Vendor

☰ Deal Identity

Deal Slip No.

Deal Date *

Deal Type

Dealer Name

Source of Enquiry

◈ Security / Share Details

Security / Share Name * Manual entry overrides dropdown

ISIN (auto-filled or override)

Instrument Type

Transaction Type

Face Value (₹)

Quantity *

Price Per Share (₹) *

Issuing Company Name

₹ 0.00

Enter Quantity and Price above

Amount in Words

Gross Consideration (₹)

✉ Our Account / Entity

Our Account *

Our Role

Auto-filled from master: PAN · Bank A/c · IFSC · DP ID / Client ID

▼ Seller Details

Seller Name

Seller PAN

Mobile

Address

Seller Bank Details

Bank Account No.

Bank Name & Branch

IFSC Code

Account Type

Branch Name

Seller Demat Details

DP Name

DP ID

Client ID

▲ Buyer Details

Buyer Name

Buyer PAN

Mobile

Address

Buyer Bank Details

Bank Account No.

Bank Name & Branch

IFSC Code

Account Type

Branch Name

Buyer Demat Details

DP Name

DP ID

Client ID

☕ Settlement & Payment Transfer

Transaction Date

Payment Date

Settlement Timeline

Payment Transfer Details

Transfer Mode

Reference / Instrument No.

Transfer / Instrument Date

Sending / Remitting Bank

Remitter Name

Delivery Mode

Charges

Token / Advance Amount (₹)

Stamp Duty (₹)

TDS (₹)

Other Charges (₹)

Total Amount Payable (₹)

✓ KYC & Compliance Documents

PAN Received Aadhaar Received Cancelled Cheque CML Received NRI/OCI Declaration Holding Proof

Remarks / Special Terms (optional)

⚠ Terms & Conditions

I / We have read and understood the above Terms & Conditions and agree to be bound by them. I / We confirm that the KYC documents furnished are true and correct.

Save & Download Documents

Submit the deal first. After submission, all three download formats become available. All actions are logged in the Audit Log.

All Deals

Edit and delete are available on every row. Deleted records are retained in the Audit Log.

Deal ID	Date	Type	Security	Qty	Value	Buyer	Seller	Status	Download	Edit	Delete
No deals yet. Click "+ New Deal" to start.

Deleted deals are hidden from this view but permanently retained in the Audit Log Google Sheet with full data snapshot, timestamp, and user.

Member Management

Only Name is required. Name may repeat. PAN must be unique if entered. All other fields optional.

Only Full Name is required. All other fields are optional. PAN must be unique across members if entered.

Personal Details

Full Name * (required, name may repeat for family members etc.)

PAN (unique if entered)

Mobile (optional)

Email ID (optional)

Address (optional)

Bank Details (all optional)

Bank Name

Beneficiary Name

Account Number

IFSC Code

Branch

Account Type

Demat Details (all optional)

DP Name

DP ID

Client ID

Default password = mobile number. If no mobile entered, set a password manually. Member must change password on first login. Last 3 passwords cannot be reused.

Choose User ID * (must be globally unique)

No two members can have the same user ID

Default Password (auto = mobile number)

Password & Login Rules

✓ Default password = member mobile number (changeable by admin)

✓ Member forced to change password on first login

✓ Last 3 passwords cannot be reused

✓ Forgot password → new password sent via email + SMS to registered details

✓ Forgot user ID → enter registered email + mobile → ID sent to both

✓ User ID is globally unique — duplicates rejected at registration

✓ Admin can reset, edit, or delete any member account

Registered Members

User ID	Name	PAN	Mobile	Status	Edit	Delete
No members registered yet.

Masters

Parties, securities, and audit log. All with edit and delete. Synced to Google Sheets.

Add / Edit Party

Party Type

Full Name *

PAN

Mobile

Address

Bank Account No.

Bank Name

IFSC

DP Name

DP ID

Client ID

KYC Status

Notes

All Parties

Type	Name	PAN	Mobile	Bank A/c	DP ID	KYC	Edit	Delete
No parties added yet.

Security Name	ISIN	Type	Issuer	Face Value	Edit	Delete
No securities added yet.

Timestamp	User	Action	Section	Record	Detail
No audit entries yet.

My Accounts

Each account has a separate Google Sheet database. Used as header on all deal sheets.

Active account:

UNLISTED O RENA — Madhurr Jhaawar

Account Details — Add / Edit / Delete

Header (appears on all deal sheets)

Line 1 — Entity / Brand Name *

Line 2 — Proprietor / Designation *

Website

Email ID

Mobile

Address

Identity & Tax

PAN

Aadhaar (if required)

GSTIN (if required)

Trade Capacity

Bank Details

Beneficiary Name

Bank Name

Account Number

IFSC Code

Branch Name

Account Type

Demat Details

DP Name

DP ID

Client ID

Google Sheet Link (for this account's database)

Google Sheet URL (paste your Google Sheet link here)

See setup guide to create and link your Google Sheet

Signatory & Status

Authorised Signatory

Status

UNLISTED O RENA

Proprietor: Madhurr Jhaawar

10/2, Hungerford Street, Kolkata 700017

madhurr@unlistedorena.com · 9051387093

www.unlistedorena.in

PAN: ACOPJ3472H

Bank: STATE BANK OF INDIA · A/c: 44939563925 · IFSC: SBIN0000004

DP: ICICI BANK LIMITED · DP ID: IN303028 · Client ID: 51397636

This header auto-appears on all deal sheets, emails, and forwarding notes when this account is selected.

Google Sheet — Data for This Account

Each account's data is stored in its own separate Google Sheet. All input fields are saved there and can be downloaded as Excel, edited, or deleted.

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