Board Resolution on WebNotes

How to empanel Zerodha as a broker for a company or institution

Sat, 20 Jun 2026 00:00:00 +0000

Empanelling Zerodha as a broker for a company or institution is the formal step by which the entity approves Zerodha Broking Limited onto its panel of brokers, after its own due diligence, so it can route securities orders through Zerodha under a board mandate. This is broader than opening a corporate account . A treasury, a non-banking financial company or a trust with an internal investment policy will not simply sign an account form; it will run the broker through a vetting file, record the approval in a board resolution, and then open the account as the operational outcome of that approval. This guide covers both halves: the institution-side empanelment vetting, and the Zerodha-side non-individual account opening that follows.

Corporate body MF investor

Tue, 12 May 2026 00:00:00 +0000

A corporate body mutual fund investor is a company, limited liability partnership, or other artificial legal person incorporated under Indian law (or registered in India) that invests surplus funds in units of SEBI-registered mutual fund schemes. Corporate investment in mutual funds is primarily a treasury management activity, deploying short-term or medium-term surplus cash into debt and liquid fund schemes while earning returns superior to bank deposits. Equity mutual fund investments by corporates are less common but permissible.

How to open a Zerodha corporate account

Tue, 12 May 2026 00:00:00 +0000

This guide details how a registered company or corporate entity can open a demat and trading account with Zerodha, covering the board resolution requirement, document checklist, and segment restrictions applicable to corporate accounts. Once the board has authorised the application, the authorised signatory can start the Zerodha account-opening process and select the corporate entity type.

Prerequisites

The company must be registered under the Companies Act, 2013 (or Companies Act, 1956 for older entities) and have a valid Certificate of Incorporation.
The Memorandum of Association (MOA) or Articles of Association (AOA) must permit the company to invest in or trade securities. If not, a special resolution amending the objects clause is required before opening the account.
A valid company PAN card is required. The company PAN is separate from the PAN of the directors.
A board resolution specifically authorising the opening of a Zerodha demat and trading account must be passed before submitting the application.
A corporate current account in the company’s name at a scheduled bank serves as the settlement account. Individual or savings accounts of directors cannot be used.
Physical forms must be submitted; the online eKYC route is not available for corporate entities.

Step-by-step procedure

Step 1: Confirm eligibility and check MOA objects clause

Before preparing any documents, have a company secretary or chartered accountant review the MOA and AOA to confirm: