Articles tagged “CDSL”
58 articles.
2026 (58)
- Consolidated Account Statement (CAS)
Comprehensive guide to the Consolidated Account Statement (CAS) in India: the unified monthly statement issued by CDSL and NSDL that aggregates a holder's …
- CDSL (Central Depository Services Limited)
CDSL, established in 1999 and listed on BSE in 2017, is India's second securities depository and holds the largest demat account base, about 18 crore accounts …
- Demat account
How a demat account works in India: NSDL and CDSL, depository participants, BSDA charges, DDPI and pledge, nomination from 1 September 2026, and transmission.
- How to authorise a pledge request on CDSL for Zerodha
Step-by-step guide to placing a pledge request on Zerodha Console and authorising it on the CDSL page with TPIN and OTP before the day's cut-off, plus how long …
- How to Check How Many Demat Accounts You Hold (CDSL and NSDL)
A step-by-step guide to finding out how many demat accounts, and which ones, are held against your PAN across CDSL and NSDL, using the Consolidated Account …
- How to pledge Sovereign Gold Bonds (SGBs) on Zerodha for margin
Step-by-step guide to pledging Sovereign Gold Bonds held in demat for collateral margin on Zerodha, covering eligibility, the Console request and CDSL …
- Why can't I pledge some holdings on Zerodha? Reasons and fixes
A diagnostic guide to why a holding will not pledge on Zerodha or a pledge request fails: the security is not on the approved list, unsettled T+1 holdings, …
- SGB certificate of holding
What the SGB certificate of holding is, when it is issued, and how a Zerodha demat holder obtains it as the CDSL Statement of Holdings via Console or CDSL Easi.
- Allotted IPO shares not visible on Kite before listing
Why allotted IPO shares are not visible in Kite holdings before listing: they sit in demat from T+2 but appear and turn tradable only on or before listing day.
- How to fix NSDL shares not visible on Kite
Shares in an NSDL or other demat are not visible on Kite because Zerodha uses a CDSL demat. The fix is to transfer them into the Zerodha CDSL account.
- Purchases blocked: CDSL doesn't allow credit (P and ZP group stocks)
Kite shows 'Purchases are blocked as CDSL doesn't allow credit' on P and ZP group stocks because those securities are not eligible for credit into a CDSL demat. …
- How to add a holder to an existing Zerodha account
You cannot add a holder to an existing single Zerodha demat account; the holder pattern is fixed at opening. The route is a new joint account plus a transfer.
- Zerodha email: multiple accounts share the same mobile or email
Zerodha emails you when one mobile number or email ID is linked to several trading accounts. SEBI requires unique contact details. Here is why, and how to fix …
- Annual Maintenance Charge (AMC) at Zerodha
Zerodha levies Rs 300 plus 18% GST (Rs 354 total) as an annual maintenance charge for CDSL demat account upkeep.
- Client Master Report (CMR / CML)
A Client Master Report (CMR), also called a Client Master List (CML), is a one-page document a depository participant issues that summarises a demat account's …
- DP charge on BTST trades at Zerodha
A BTST sell at Zerodha incurs the Rs 15.34 DP charge because the sell debits your demat on T+1, even though you never held the shares for long.
- Margin pledge
Margin pledge is the process of pledging securities in a demat account to a broker for collateral margin, under the SEBI framework that since 2020 keeps the …
- Opening a Zerodha demat account when you already have a trading or commodity account
How the trading, demat and commodity segments fit together at Zerodha, whether you need a fresh demat account if you already hold a trading or commodity setup, …
- Why the DP charge does not appear on the contract note
The contract note records trade-level charges. The DP charge of Rs 15.34 per scrip is a depository charge on the demat debit, so it is posted to the funds …
- How to generate CDSL T-PIN on Zerodha
Step-by-step procedure for generating a CDSL T-PIN for a new Zerodha demat account, or for a client who never set up T-PIN at onboarding. Covers CDSL myeasi …
- How to recover a forgotten CDSL T-PIN on Zerodha
Step-by-step procedure for recovering a forgotten CDSL T-PIN if you cannot complete a Zerodha sell order. Covers regeneration via CDSL myeasi, Zerodha support …
- How to regenerate CDSL T-PIN
Step-by-step procedure for regenerating a CDSL T-PIN when the original is forgotten or needs renewal. Covers CDSL myeasi flow, identity verification, and …
- How to fix a DP-related sell rejection on Zerodha
A guide to diagnosing and resolving Depository Participant (DP) sell rejections on Zerodha Kite, including CDSL TPIN authorisation, DDPI, early pay-in, and …
- How to fix a missing holding after delivery on Zerodha
A guide to tracing and recovering shares that are not visible in the Zerodha Kite holdings section after a buy delivery order, covering T+1 settlement, …
- How to pledge holdings for margin on Zerodha
Step-by-step guide to pledging equity shares and ETFs held in your Zerodha demat account to generate collateral margin for F&O and intraday trading.
- How to unpledge holdings on Zerodha
Step-by-step guide to releasing a pledge on equity shares or ETFs in your Zerodha demat account, withdrawing collateral margin and restoring free delivery …
- DP charges on Zerodha sell transactions
Zerodha charges Rs 15.34 per scrip on delivery sells: Rs 3.5 CDSL fee plus Rs 9.5 Zerodha fee plus Rs 2.34 GST.
- Zerodha Console
Zerodha Console is the back-office and reporting portal for Zerodha clients, covering P&L, tax reports, ledger, demat statements, and account management.
- CDSL block mechanism for pay-in
The CDSL block mechanism allows shares to be locked in the depository for settlement pay-in without transfer to the broker's pool account. Explains the …
- CDSL SMS for T-Bill maturity
What the CDSL SMS confirming a T-Bill maturity means. Explains the message contents and what to verify in Console.
- CDSL TPIN regime (eDIS)
The CDSL TPIN (Transaction PIN) framework, known as eDIS (electronic Delivery Instruction Slip), authorises sell orders without a physical DIS. Explains the …
- Validity of CDSL T-PIN
How long a CDSL T-PIN remains valid, the conditions under which it expires, and when you should regenerate. Covers the operational lifecycle of T-PIN for …
- Zerodha DIS slip
The Zerodha DIS (Delivery Instruction Slip) is the physical / electronic instrument used to transfer or sell CDSL-held shares. Explains its purpose, when it's …
- Demat accounts and depository participants in India
Comprehensive guide to demat accounts and depository participants in India: the legal framework under the Depositories Act 1996, the two depositories CDSL and …
- SEBI margin pledge rules (September 2020 framework)
On 1 September 2020 SEBI's new margin pledge framework replaced the long-standing Power of Attorney system for collateralising client securities. Securities now …
- How to access the Consolidated Account Statement (CAS) for PPFAS holdings
Step-by-step guide to accessing the monthly Consolidated Account Statement (CAS) that includes PPFAS Mutual Fund holdings, covering the NSDL-issued and …
- Mutual fund custodian (India)
SEBI-registered custodian of Indian mutual funds. Statutory basis, eligibility, functions, settlement with NSDL and CDSL, major custodians.
- CAS -- NSDL and CDSL versions for mutual funds
The NSDL and CDSL depositories issue their own versions of the Consolidated Account Statement covering demat-held mutual fund units alongside listed securities, …
- How to add a joint holder to a Zerodha demat account (limitations)
Explains whether it is possible to add a joint holder to an existing Zerodha demat account, SEBI and CDSL limitations, and the correct alternative approaches …
- How to change your mobile number on Zerodha
Step-by-step guide to updating the mobile number linked to your Zerodha trading and demat account, including CDSL registration, the Zerodha support flow, and …
- How to close a Zerodha account
Step-by-step guide to closing a Zerodha demat and trading account, covering the online form, demat closure options, outstanding balance settlement, and …
- How to convert physical shares to demat via Zerodha
Step-by-step guide to dematerialising physical share certificates through Zerodha's CDSL demat account, covering the Dematerialisation Request Form (DRF), RTA …
- How to dematerialise mutual fund SoA holdings
Step-by-step guide to converting mutual fund units held in Statement of Account (SoA) form to demat form and consolidating them into a Zerodha CDSL demat …
- How to do a closure-cum-transfer of holdings at Zerodha
Step-by-step guide to closing a Zerodha demat and trading account while simultaneously transferring all holdings to another demat account using the …
- How to do a transmission of shares at Zerodha (death of holder)
Step-by-step guide to transmitting shares held in a Zerodha demat account to a nominee or legal heir after the death of the account holder, covering CDSL …
- How to download a Coin mutual fund statement
Step-by-step guide to downloading your mutual fund account statement from Zerodha Coin: Console portfolio statement, CAMS CAS, KFintech CAS, and NSDL/CDSL demat …
- How to merge two demat accounts on Zerodha
Explains whether merging two demat accounts is possible at Zerodha, SEBI and CDSL limitations, and the correct procedure to consolidate holdings from multiple …
- How to request a CMR / CML from Zerodha
Step-by-step guide to downloading or requesting a Client Master Report (CMR) or Client Master List (CML) from Zerodha for use in mutual fund conversions, IEPF …
- How to update your signature on Zerodha
Step-by-step guide to updating the specimen signature on a Zerodha trading and demat account, covering the offline form submission process, CDSL update, and …
- Karvy Stock Broking pledge-misuse case (2019) and RTA implications
The 2019 Karvy Stock Broking fraud, in which client securities were pledged without authorisation to raise broker funds, exposed gaps in depository oversight …
- Console Holdings report
The Console Holdings report shows a Zerodha client's current demat portfolio -- every stock held with quantity, average cost, current value, and unrealised P&L.
- Consolidated Account Statement (CAS) from CDSL
The CAS is a monthly depository statement from CDSL or NSDL listing all demat holdings and transactions across every broker linked to a PAN for the.
- Pledge and collateral margin on Zerodha
How pledging shares and mutual funds works on Zerodha: CDSL pledge mechanism, haircuts, margin generation, unpledge workflow, and regulatory framework.
- Power of attorney and DDPI transition
How India's securities market moved from broker power of attorney to the DDPI framework, limiting broker access to client demat accounts.
- Statement of Holdings (SOH)
The Statement of Holdings is a depository-issued document from CDSL or NSDL showing all securities held in a single demat account as of a specified date,.
- Statement of Transactions (SOT)
The Statement of Transactions is a depository-issued record from CDSL or NSDL listing every debit and credit to a demat account -- purchases, sales,.
- Zerodha CDSL DP code (IN-DP-431-2019)
Overview of Zerodha's CDSL depository participant code IN-DP-431-2019, its regulatory basis, client demat services, and obligations under SEBI DP regulations.
- Zerodha joint demat holders
Joint demat account holding at Zerodha covering first and second holder roles, operation modes, survivorship rights, transmission on death, and.