How can I transfer my current Demat holdings (Stock, Mutual Funds, ETF’s etc.) to Tradejini Demat account?
Steps to transfer your holdings to Tradejini Demat account: Please procure a Client Master Report (CMR) from us, for which one can contact us via call at +91-80-40204020 OR submit a request at firstname.lastname@example.org. Post procuring the report, submit it to the other broker from whom you intend to transfer the stock along with a Delivery Instruction Slip (DIS). Please procure a Delivery Instruction Slip (DIS) from the other broker. Fill out and submit it to the same broker. (A DIS is a document instructing a broker to initiate transfer of shares from current Demat account to another Demat account). The other broker on receiving CMR & DIS should transfer the stock to your Demat account associated with us. CMR includes: Bank details Client name Date of birth Depository Participant Client id Depository Participant id Email id Mobile number Nominee details Permanent and communication address