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 email@example.com. 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.
- Bank details
- Client name
- Date of birth
- Depository Participant Client id
- Depository Participant id
- Email id
- Mobile number
- Nominee details
- Permanent and communication address