Demat Conversion on WebNotes

How to convert mutual fund folio (SoA) to demat form

Tue, 19 May 2026 00:00:00 +0000

Converting mutual fund units from folio (SoA) to demat form enables broker-based operations: pledge for margin, consolidated demat view, transfer between brokers, and demat-mode redemption. The conversion is one-time per folio; cost is the ongoing demat AMC charges (~Rs 300/year).

Conflict-of-interest disclosure. This guide is published by WebNotes Editorial Team for informational purposes. WebNotes has no commercial relationship with any AMC, broker, or depository. No affiliate commission is earned.

Step-by-step procedure

See the procedure infobox above.

How to convert physical shares to demat via Zerodha

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

Physical share certificates are paper documents that evidence ownership of shares in a company. Since the introduction of the Depositories Act 1996 and subsequent SEBI regulations, all trading of listed securities must be in demat (electronic) form. Physical certificates can still be held as evidence of ownership, but they cannot be sold on stock exchanges until they are converted to demat form.

SEBI’s LODR Regulations (Regulation 40) and SEBI Circular SEBI/HO/MIRSD/MIRSD_RTAMB/P/CIR/2022/8, 25 January 2022, effectively mandate that all transfers of listed equity shares occur only in demat form. Holders of physical certificates are not compelled to dematerialise, but their ability to transact is severely restricted.

How to import existing mutual funds into Coin

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

Zerodha Coin offers two distinct meanings of “importing” existing mutual fund holdings:

View-only linking: Coin fetches your external statement-of-account (SOA) folio holdings from CAMS and KFintech registrars using your PAN and shows them in the “External Funds” section. This does not move units into your demat account; you cannot redeem or switch these units through Coin.
Demat conversion: A separate process through CAMS or KFintech that physically converts your SOA-folio units into demat units held in your CDSL account under Zerodha. After conversion, the units appear under “Holdings” in Coin and can be redeemed or switched through Coin.