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 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

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