Procedure

Procedure for Transferring Shares

Transfer your unlisted shares online or offline — our desk guides you at every step.

Procedure for Transferring Shares

1. Online Transfer through CDSL Easiest

CDSL Easiest provides a seamless online method for transferring shares. To begin the process:

Click on the provided link to watch the step-by-step YouTube tutorial on registering for CDSL Easiest.
Once registered, follow the instructions in the portal to complete the transfer.

▶ Add Beneficiary on CDSL – Youtube Tutorial Video▶ Transfer Shares through CDSL-Easiest – Youtube Tutorial Video

2. Online Transfer through NSDL SPEED-e

NSDL offers SPEED-e, a secure online facility to transfer shares electronically. This service allows investors to submit delivery instructions digitally instead of using a physical Delivery Instruction Slip (DIS).

▶ Add Beneficiary & Transfer Shares through NSDL SPEED-e – Youtube Tutorial Video

3. Offline Transfer through Delivery Instruction Slip (DIS)

Delivery Instruction Slip (DIS):

This slip is provided by the broker where the seller holds the demat account.
The seller must fill in details such as:
- Demat details of the counterparty (buyer)
- ISIN of the shares being transferred
- Quantity of shares to be transferred

▶ DIS Slip Youtube Video Link

Off-Market Annexure:

This form can be downloaded from the broker's website or collected directly from the broker.
It includes the bank details of the counterparty (buyer).

Form A (Addition of Beneficiary Account):

Mandatory from January 1, 2024.
It captures the demat details and PAN details of both the buyer and seller.

4. Verification and Transfer Completion

After submitting the signed copies of the above documents, the client will receive two OTPs.
Upon successful OTP verification, the transfer is completed, and the seller will receive a debit message for the transferred shares.