Client Task Portal

Track, complete and submit your assigned tasks

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New client?

1Details2Verify email3Approval

New client registration

Three short steps. Your exchange memberships are asked for once you are in.

Full name / Company name

Email address

The verification code goes here.

Phone number (optional)

Create password

Password strength

At least 10 characters
One capital letter (A–Z)
One small letter (a–z)
One number (0–9)
One special character (! @ # $ %)
No name, email, repeats or 1234

Confirm password

🔒 Encrypted✉ Code by email✓ Reviewed by our team

Verify your email

We have sent a 6-digit code to . Enter it to complete your registration.

Verification code

✅

Registration submitted

Your email is verified. Our team will review and activate your account, and you will receive a confirmation email. After that you can sign in with your email and password.

1Your email2Code & new password3Done

Reset your password

Enter the email address registered with us. A 6-digit code goes there.

Email address

✓Your email2Code & new password3Done

Set a new password

If has an account with us, a 6-digit code is on its way. Enter it below and choose a new password.

Verification code

New password

Password strength

At least 10 characters
One capital letter (A–Z)
One small letter (a–z)
One number (0–9)
One special character (! @ # $ %)
No name, email, repeats or 1234

Confirm new password

No code after a minute or two? The address may be mistyped, or it may not be registered with us. Use a different address.

✓Password✓Code3New password

Set a new password to continue

Your current password is too easy to guess or has appeared in a known data breach. Choose a new one and you will be signed in straight away.

New password

Password strength

At least 10 characters
One capital letter (A–Z)
One small letter (a–z)
One number (0–9)
One special character (! @ # $ %)
No name, email, repeats or 1234

Confirm new password

✓Your email✓Code & new password3Done

Password updated

Your password has been changed successfully. You can now sign in with your email address and your new password.

Verify your identity

We have emailed a 6-digit verification code to . Enter it below to continue.

Verification code

Welcome back

Where would you like to work?

This address is set up in more than one place. Pick one - you can switch any time from the side rail without signing in again.

1 2 3 pick with the keyboard · Enter opens

Signed in as

Work

Your firm

Account

Portal

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On-time score · 30 days

Due this week

Pending

Overdue

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Pending Tasks

Recently Completed

Circulars for you

Checklists

Internal audit

Project roomsOne room for each piece of work that takes both teams a while - one conversation, follow-ups ticked off as they are done, and a record kept when it is complete.

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Open

📎

Enter sendsShift + Enter new lineFiles up to 25 MB

Follow-ups0 / 0

New project roomPick whoever should be in it from Global Compliance Consultants and from the client's team. Everyone picked is emailed.

Project name

Target date (optional)

Client

What this project is for (optional)

From Global Compliance Consultants0 picked

Pick the client first.

From the client's team0 picked

Pick the client first.

The client's colleagues appear here once the client adds them under My team.

How a room works

👥

Both teams, in one roomPick anyone from Global Compliance Consultants and from the client's team - as many as the work needs. You are in it already.

💬

One conversationEveryone talks in the same place - reply to a line, star what matters, attach files. New messages go out by email.

☑

Follow-ups, ticked offList what needs doing, give each one an owner and a date, and tick it when done. Every tick is noted in the talk.

🔒

Complete, then keptWhen the work is done, mark it complete: the room stays readable for everyone in it, nothing more can be written. Only an administrator reopens it.

Team vaultYour firm's logins - exchange, depository, bank and tax portals - encrypted and visible to your team only. Every look and every change is written down.

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Activity

Nothing yet.

Add a loginThe password and notes are encrypted before they are stored. Your team sees who changed what, never the values.

Name

Good to know

🔒

Encrypted before it is storedThe password and the notes are sealed with a key made for your firm. Nobody at Global Compliance Consultants can read them - the vault answers your team only.

🕑

Every look is written downWho showed a password, who copied it, who changed which field - with the time. Values never appear in the log.

👥

Who can do whatOwner and approvers add, change and remove. Makers add and change. Viewers look and copy.

⚡

A strong passwordPress Generate for 16 characters with capitals, digits and symbols. Leave the box blank when editing to keep the current one.

📝

Notes are for the restWhich mobile gets the OTP, the security questions, who renews the ID - anything the next person will need.

Exchange important links

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Exchange formats

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NISM validity

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Compliance calendar

Your support queries at a glance

OPEN

ANSWERED

CLOSED

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New query

Ask our compliance teamYour verifier is emailed the moment you send this, and answers on the same thread. Most queries are answered the same working day.

What is it about?

0 / 120

Describe the problem 0 / 2000

💡 Mention the task or circular number if there is one📎 Screenshots and acknowledgements help

What kind of query (optional)

How urgent

Needed by (optional)

Exchange or depository (optional, pick any)

Attach files (optional, up to 6 · 25 MB each, 20 MB together)

We reply by email and here on the portal.

📎

Your verifier is emailed straight away, and their reply reaches you by email too.

All circulars

NSE Holding Statement

Settings —

The login comes from the member portal, Inspection → API → Register API. Whatever is saved here is what gets used from now on, on any computer.

Your password and secret key are saved and locked. They come back blank on purpose; the firm's own login and GCC can press Show saved password to see them for 30 seconds, and every look is recorded. Leave both blank to keep what is saved. Fill them in only to replace them.

Member name

NSE member code

Member PAN

Password

Secret key

Remember these, so they do not have to be typed again — kept encrypted, never in readable form

File the holding statement

Reporting date

📄

Drop the holding file here — or click to choose

Your back-office export (PAN_HS_DDMMYYYY_Seq.CSV) works as it is. The date and PAN are read from inside the file.

— or — for a member with no back-office export

The same on every row

One demat account and one client, with a line for each holding below. This is how a proprietary or single-account statement looks.

Demat account no

Account type

Unique client code

Client name

Client PAN

The holdings

ISIN	Type	Name of security	Unit	Pledged	Free	Total

asks NSE whether the saved details still work — sends nothing

the exact .txt.gz, to upload by hand instead

Already filed

Sent at	Data date	Status	Acknowledgement	What NSE said	Files
—

What NSE's codes mean

Code	Meaning

Exchange Extranet — download files

NSE Extranet

MCX FTPS

BSE SFTP

Your NSE Extranet login ✓ Connected

Environment

Member code

Password

Secret key

Segment

Files

Remember my details on this device

Files — browse & download

	Name	Last updated
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Your MCX FTPS login ✓ Connected

User name

Password

Remember my details on this device

Files — browse & download

	Name	Updated
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Your BSE SFTP login ✓ Connected

BSE only accepts extranet (SFTP) from your firm’s own whitelisted IP. So open this on your office computer (the one with your whitelisted BSE line) with the small GCC Download Helper running — the request then goes out over your own line. If the IP isn’t whitelisted, BSE’s own rejection is shown. Nothing of ours is whitelisted.

User name

Password

Remember my details on this device

Files — browse & download

	Name	Updated
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My teamColleagues who sign in with their own email and work on this firm's portal. What they submit is recorded under their name.

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Add a colleague and teamThey get an email with how to set their own password.

Name

Branch (optional)

Role

My exchanges

We only send you the circulars of the exchanges you are a member of. Tick the ones that apply and add your member / TM ID for each. Once saved, an entry stays on your record — ask us if something needs correcting.

Verifier

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On-time score · 30 days

Awaiting Review

Approved

Rework

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Submissions

Awaiting review Pending upload Reviewed Full page ›

Recently Reviewed

My clients

The clients you look after

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Circulars sent to clients

Tasks for my clients

Running Stopped All Added by me

Mails sent to my clients

Inspection pack

Exchange important links

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NISM validity

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Loading the certificates…

Exchange formats

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Team chat

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💬Your team, in one placePick a chat on the left, or start one - one to one, or a group with a name.

📎

Checklists

New task

Internal audit

Project rooms

Client queries

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Desk

Pick a query on the left The conversation opens here, with the client's details on top.

📎

Enter sendsShift + Enter new lineFiles up to 25 MB

Administrator

Circulars Clients Verifiers Tasks Queries Projects Team chat Team Maintenance Documents

Client documents

Upload the month's Compliance Calendar or Circular MIS Excel. The portal builds the branded interactive PDF and HTML, keeps a copy in Drive, and downloads the PDF for you to send.

⇧

Drop the Excel here, or click to choose

.xlsx · "Compliance Calendar - MONTH YEAR" or "Circular MIS - MONTH YEAR"

PDF

Open PDF ↗ Drive folder ↗

Earlier documents

Drive folder ↗

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On-time score · 30 days

Awaiting review

Not submitted

Overdue

Awaiting review Not submitted Reviewed All

Submissions awaiting review - every client

Not submitted yet

Recently reviewed

Team chat

Checklists

New task

Internal audit

Project rooms

Client queries

Active On hold All

Running Stopped All Added by me

Active On hold All

What changed

Inspection pack

Exchange important links

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Client desks

Each client's own Team Desk: the client and the team it keeps on this portal's Team page see their own projects and tasks, never another client's or ours. Switch a client's desk on here; look inside it read-only for an hour.

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NISM validity

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Exchange formats

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Mails sent

Letterhead Studio

Opening the Letterhead Studio…

Maintenance

The portal, at a glance

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Clients

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Verifiers

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Master tasks

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Filings

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Queries

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Circulars

↓

Downloads, and what they cost Every file the portal hands out - formats, certificates, proofs, documents, extranet zips - leaves by one door, and is counted there.

Reading the meter…

⚡

Run nowJobs that otherwise run by themselves every morning.

Generate today's tasksRaises every filing that falls due, and mails each client its list.

Send remindersDue-today and overdue notes to clients; escalations to verifiers.

Daily generationRuns at 8:00 every morning.

NSE holding statementsSent by the portal server, or by the office PC as before.

✓

The recordLives on the portal's own database in Mumbai; the Google Sheet is a written copy.

Google Sheet copyEvery change is also written to the Google Sheet.

Holidays

Days the calendar treats as closed

☼

Exchange and bank holidaysA filing due on one of these days becomes due on the next working day.

Date

Holiday

Awaiting you

Sent

Not relevant

Summariser Reading depth

The Gemini summarisers run on Google's free allowance and cost nothing. If the day's allowance runs out, the circular waits in the queue and goes out on the next check. Only circulars you approve are ever read, so the ones you reject cost nothing either way.

On the PC that will fetch the circulars, run the line below. The code is good for 5 minutes and works once. The helper makes its own key on that machine, so nothing secret is ever shown here.

Awaiting approval In the queue Sent Not relevant All

0 selected

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One particular day

Everything the portal already holds for that date - sent, waiting or set aside. If a day is missing, it can be asked for from the exchanges.

Fetch log

Every check-in the desktop helper makes: which site answered, what was new, what your AI read, and anything that would not open.

Sources

Your remarks (required to send back)

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Secure portal · Only your assigned tasks are visible to you