Do's and Don'ts

We request you to
meticulously follow the
above instructions,
to avoid any problem in operation of your demat account.

  • Register for CDSL's internet based facility 'easi' to monitor your demat account yourself. Contact your DP for details.
  • Register for CDSL's SMS Alert facility - SMART and obtain alerts for any debits or credits due to a corporate action,in your demat account.
  • Accept the DIS book from your DP only if each slip has been pre-printed with a serial number along with your demat account number and keep it in safe custody.
  • Always mention the details like ISIN, number of securities accurately. In case of any queries, please contact your DP or broker.
  • Ensure that all demat account holder(s) sign on the DIS.
  • Please strike out the any blank space on the slip.
  • Cancellations or corrections on the DIS should be initialed or signed by all the account holder(s).
  • Submit the DIS ahead of the delivery date for all type of market transactions. DIS can be issued with a future execution date.
  • Intimate any change of address or change in bank account details to your DP immediately.
  • Check the investor service record of the issuer company with your DP before deciding to send certificates for demat. The list of companies whose demat request are pending is published at www.cdslindia.com.
  • Before sending securities for demat, record the distinctive numbers of the securities sent.
  • Before granting Power of Attorney(PoA) to anyone, to operate your demat account, carefully examine the scope & implications of powers being granted.
  • PoA is not mandatory for opening a demat account.
  • The demat account has a nomination facility and it is advisable to appoint a nominee, in case of sole account holders.
  • Ensure that, both, your holding and transaction statements are received periodically as instructed to your DP. You are entitled to receive a transaction statement every month if you have any transactions and once a quarter if there have been no transactions in your account.
  • Check your demat account statement on receipt. In case you notice any unauthorized debits or credits, contact your DP for clarification. If not resolved, you may contact CDSL Investor Grievance Dept., Mr. Durgesh Gurav, Central Depository Services (India) Ltd., Marathon Futurex, A Wing, 25th floor, Mafatlal Mills Compound N M Joshi Marg , Lower Parel ( E) Mumbai - 400013 , Phone :022 2305-8658 email- [email protected]
  • Do not leave your instruction slip book with anyone else.
  • Do not sign blank DIS as it is equivalent to a bearer cheque.
  • Avoid over-writing, cancellations, misspellings, changing of the name and quantity of securities.

Investor Meets

CDSL, on regular basis conducts Investor Awareness Programmes (IAPs) along with its DPs, Financial / Educational Institutions, Newspapers etc.

To know more, kindly contact :

Mr. Yogesh Kundnani
022-23058694
Ms. Tejasi Mendon
022-23058682
Mr. Anand Tirodkar
022-23058615

To know more about Initiatives to educate investors by NCFE, kindly visit following link. i.e. http://www.ncfeindia.org


Investor Awareness Webinars

Date Time Topic IAP With Venue/ Link Language Target Audience
20-Apr-2021 11:00 AM Dynamics of Capital Market and Investor Awareness SEBI, MSE IPF & CDSL IPF Meeting Id -1841131976
password – Help#123
Hindi / English Retail Investors
19-Apr-2021 05:00 pm Investment Strategy & Capital Market SEBI, MSE IPF & CDSL IPF Meeting ID- 1845112166
Password:[email protected]
Click here
Hindi / English Students / Faculties
19-Apr-2021 04:00 pm Introduction to Securities Market SEBI, MSE IPF & CDSL IPF Click here Hindi / English Retail Investors
19-Apr-2021 11:00 AM Dynamics of Capital Market and Investor Awareness SEBI, MSE IPF & CDSL IPF Meeting Id -1865883879
password – Help#123
Hindi / English Retail Investors
18-Apr-2021 02:00 pm Basics of Stock Market and Investor Protection SEBI, BSE IPF, CDSL IPF & IIT Roorkee Link only for students and faculty members Hindi / English Students / Faculties
16-Apr-2021 03:00 pm Investor Awareness and the Role of Regulators SEBI,BSE IPF, CDSL IPF & North-Eastern Hill University, Shillong Link only for students and faculty members Hindi / English Students / Faculties
12-Apr-2021 02:00 PM onwards REITs and InvITs CDSL IPF + Invertis University Link only for students and faculty members English / Hindi Students/ Facultie
09-Apr-2021 02:30 pm Overview & Introduction to Capital Market NDIIT (New Delhi Institute of Information Technology and Management) & BSE IPF Link only for students and faculty members Hindi / English Students/Faculties

Investor Awareness Webinars

Date Time Topic IAP With Venue/ Link Language Target Audience
30-Mar-2021 04:00 PM Investor Awareness and the Role of Regulators SEBI, BSE IPF & CDSL Click here
Meeting No.: 184 805 8629
Password: 1234
English/Hindi Retail Investors
28-Mar-2021 11:30 am Depository Services & Trading options using Technical Analysis and option chain CDSL IPF & Trade Smart Click here English Retail Investors
27-Mar-2021 11:00 PM onwards IPO Process CDSL IPF For college students only Bengali/ Hindi / English Students
27-Mar-2021 11:30 AM Basics of Stock Market and Investor Protection CDSL IPF, BSE IPF & Amity Business School, Amity University Lucknow Link for Students and Faculty members only Hindi/English Students & Faculty
27-Mar-2021 11:00 AM onwards Overview & Introduction to Capital Market Hindu College of Design, Architecture and Planning, Sonepat & MSE Link for Students and Faculty only Hindi / English Students / Faculties
27-Mar-2021 11:00 AM onwards Basics of Stock Market and Investor Protection Hindu College of Design, Architecture and Planning, Sonepat & MSE Link for Students and Faculty only Hindi / English Students / Faculties
27-Mar-2021 10.45 AM TO 12.30 PM Webinar on Stock Market & Demat Muthoot Securities Ltd Click here Malayalam Public
27-Mar-2021 10:30 AM-12:30 PM Growing Opportunities in Financial Markets-Post Covid CDSL IPF, BSE IPF & Manipal University Link for Students and Faculty only Hindi / English Students / Faculties
27-Mar-2021 10.30 am to 11.30 AM Capital Market,Demat & importance of financial planning Sadanam Kumaran College , Mankara,Pathiripala,Palakkad,Kerala Link for college students only Malayalam M Com & B Com Students
27-Mar-2021 10:30 AM Investment option in Capital Market BSE IPF, CDSL IPF & CVM University Link for Students and Faculty only Hindi / English Students / Faculties
27-Mar-2021 10:00 AM Investment Strategies & Capital Market CDSL IPF, MSE IPF Meeting ID - 159 870 1642
Password - GMW2021
Gujarati Retail Investors
27-Mar-2021 09.00 AM to 10.00 AM IMPORTANCE OF FINANCIAL PLANNING, DEMAT & CAPITAL MARKET AMITY ACADEMY , PALAKKAD,KERALA AND BSE IPF link for students only Malayalam Students
27-Mar-2021 9:00 AM onwards Capital Market, Demat & Importance of Financial Planning CDSL IPF, BSE IPF & Amity Academy Link for Students & faculty only Malayalam Students & Faculty
26-Mar-2021 11:00 PM onwards Financial Education Followed by Essay Writing Competition CDSL IPF For college students only Bengali/ Hindi / English Students
26-Mar-2021 6:30 PM - 8:00 PM Event on Money Management CDSL IPF and Lovely Professional University Link for College students only English / Telugu Students
26-Mar-2021 05:00 PM Investor Awareness and the Role of Regulators SEBI, BSE IPF & CDSL IPF Click here English Investors from Maharashtra
26-Mar-2021 4:30 PM onwards Introduction to Securities Market Anand Rathi Meeting ID - 184 637 5682
Password - GMW21
Click here
Hindi / English Investors
26-Mar-2021 04:30 PM Dynamics of Capital Market and Investor Awareness CDSL IPF, Anand Rathi and HDFC Life Click here English / Hindi Investors
26-Mar-2021 04:00 PM Investment Strategy & Capital Market SEBI, MSE & CDSL Meeting ID - 184 511 1612
Password - [email protected]
Click here
Hindi Investors
26-Mar-2021 04:00 PM Basic Information & Introduction on Depository & Capital Market GGSSS Goela Khurd School, New Delhi & BSE Link for Students and Faculty only Hindi / English Students / Faculties
26-Mar-2021 02:00 PM Basics of Capital Market Awareness CDSL IPF, BSE IPF, SAL Institute of Management, Gujarat Link for Students only English / Hindi College Students
26-Mar-2021 01:00 PM Basics of Stock Market and Investor Protection BSE IPF, CDSL IPF & Punjab Institute of Technology, Rajpura Link for Students and Faculty only Hindi / English Students / Faculties
26-Mar-2021 11:00 AM Basics of Stock Market and Investor Protection BSE IPF, CDSL IPF & Chameli Devi Institute of Professional Studies Link for Students and Faculty only Hindi / English Students / Faculties
26-Mar-2021 11:00 AM Investor Awareness and the Role of Regulators SEBI, BSE IPF, CDSL IPF & Madhusudan Institute of Cooperative Management Link for Students and Faculty only Hindi / English / odia Students / Faculties
26-Mar-2021 11:00 AM Information & Introduction on Depository & Capital Market IITM Group of Institutions, Murthal, Sonipat Link for Students and Faculty only Hindi / English Students / Faculties
26-Mar-2021 11:00 AM Securities Market: An overview on Market Outlook BSE IPF & CDSL IPF Link for College students and faculty only English Students and faculty
26-Mar-2021 11:00 AM onwards Introduction to the securities Market and Role of Depository Patrician College of Arts and Science Link for College students and faculty only Tamil / English Students and Faculty
26-Mar-2021 10:30 AM Student Awareness on Financial Market BSE IPF, CDSL IPF & CVM University Link for Students and Faculty only Hindi / English Students / Faculties
26-Mar-2021 10:30 AM Dynamics of Capital Market and Investor Awareness CDSL IPF, GLS University Link for Students only English / Hindi College Students
26-Mar-2021 10.00 AM TO 11.00 AM Capital Market,Demat & importance of financial planning SCMS Cochin School of Business, Kalamaserry , Ernakulam,Kerala Link for college students only English PGDM Students
26-Mar-2021 09.00 AM TO 10.00 AM Basics of Capital Market & Role of Depository in Capital Market St. Albert's College,Banerjee Road, Kochi, Ernakulam,Kerala Link for. College students only Malayalam Commerce Students
25-Mar-2021 11:00 PM onwards Financial Literacy CDSL IPF For college students only Hindi / English Students
25-Mar-2021 11:00 PM onwards E-KYC & Implementation CDSL IPF For college students only Hindi / English Students
25-Mar-2021 04:00 PM Investment Strategy & Capital Market MSE & CDSL Meeting ID- 159 884 3099
Password: GMW123
Click here
Hindi Investors
25-Mar-2021 04:00 PM Investor Awareness and The Role of Regulators SEBI, BSE IPF Meeting ID- 184 847 8350
Password: 1234
Click here
Hindi / English Investors
25-Mar-2021 3:00 PM – 4:00 PM Introduction to Securities Market & Role of Depository ABBS School of Management Link for college students only Kannada/ English Students
25-Mar-2021 3:00 PM – 5:00 PM Financial Planning and Introduction to Capital Market MSE, CDSL IPF & Bharati Vidyapeeth, Pune Link for Students only English Students of Bharati Vidyapeeth Deemed University’s Institute of Management and Entrepreneurship Development (IMED)
25-Mar-2021 3:00 PM Introduction to Capital Market CDSL IPF & World Class Skill Centre, Vivek Vihar, Delhi Link for College students & faculty only Hindi / English Students & Faculty
25-Mar-2021 02:00 PM onwards Introduction to Capital Markets CMR INSTITUTE OF TECHNOLOGY & CDSL IPF MECHANICAL AV HALL - 4TH FLOOR English Students / Faculties
25-Mar-2021 12:30 PM Investment and Capital Market Chandrabhan Sharma College Arts, Science & Commerce, Powai Link for students & faculty members English Students & Faculty Members
25-Mar-2021 11:00 AM Basics of Stock Market and Investor Protection BSE IPF, CDSL IPF & Sage University, Indore Link for Students and Faculty only Hindi / English Students / Faculties
25-Mar-2021 09:30 AM Investment and Capital Market CDSL IPF & A E Kalsekar College of Commerce and Management Nallasopara Link for College students and faculty only English Students and faculty
24-Mar-2021 11:00 PM onwards Investment and Capital Market Swami Hansmuni Maharaj Degree College of Commerce Link for students & faculty members English Students & Faculty Members
24-Mar-2021 11:00 PM onwards Live Quize CDSL IPF For Students Bengali/ Hindi / English Students
24-Mar-2021 4:00 PM onwards Introduction to Securities Market SEBI, MSE IPF Meeting ID- 184 250 0342
Password: 1234
Click here
Hindi / English Investors
24-Mar-2021 2:30 PM onwards Overview & Introduction to Capital Market CDSL IPF, BSE IPF & The Institute of Computer Accountants Link for College students & faculty only Hindi / English Students & Faculty
24-Mar-2021 2:00 PM Investor Awareness & Role of Depositories CDSL IPF & Commerce Business Applications Link for College students & faculty only Tamil / English Students & Faculty
24-Mar-2021 12:00 PM onwards Overview & Introduction to Capital Market CDSL IPF, BSE IPF & Swami Rama Himalayan University, Dehradun Link for College students & faculty only Hindi / English Students & Faculty
24-Mar-2021 10:00 AM Investment and Capital Market BSE IPF, CDSL IPF & DAV College, Hoshiarpur Link for Students and Faculty only Hindi / English Students / Faculties
24-Mar-2021 09:30 AM onwards Investor Awareness and the Role of Regulators SEBI + BSE IPF + CDSL IPF+ New Delhi Institute of Management Meeting ID- 184 728 3372
Password: [email protected]
Click here
Hindi / English Students & Faculty
23-Mar-2021 6:30 PM - 8:00 PM Event on Money Management CDSL IPF and Lovely Professional University Link for College students only English / Telugu Students
23-Mar-2021 05:00 PM onwards Dealing in Securities Market MSE+SEBI+CDSL Link for College students and Faculty only Hindi & English College Students/Faculty
23-Mar-2021 04:00 PM onwards Investor Awareness and The Role of Regulators SEBI, BSE IPF Meeting ID- 184 003 6785
Password: 1234
Click here
Tamil / English Students & Faculty Members
23-Mar-2021 2.00 PM TO 03.30 PM Webinar on Stock Market & Demat NSS Arts & Science College ,Padijarangadi , Palakkad, Kerala and BSE IPF link for students only Malayalam Students
23-Mar-2021 12:00 PM Fundamentals of Capital Markets and Depository Services CDSL IPF, H.R. College of Commerce and Economics Link for Students and Faculty only English Students / Faculties
23-Mar-2021 11:00 AM onwards Dealing in Securities Market SEBI, MSE IPF and CDSL IPF Meeting ID- 184 019 9175
Password: IAP123
Click here
Hindi / English College students
23-Mar-2021 11:00 AM onwards Introduction to the securities Market and Role of Depository CDSL IPF & PSGR Krishnammal College for Women Link for College students & Faculty Members Tamil / English Students & Faculty Members
23-Mar-2021 11:00 AM onwards Dealing in Securities Market MSE+SEBI+CDSL Link for College students and Faculty only Hindi & English College Students/Faculty
22-Mar-2021 06:00 PM Basic Information & Introduction on Depository & Capital Market CDSL IPF , BSE IPF & Government Boys Senior Secondary School Janak Puri D Block Students and Faculty Members only Hindi / English Students / Faculties
22-Mar-2021 11:00 AM Equity Market - Way to Financial Freedom CDSL IPF & St. Agnes College Link for College students & faculty only English Students & Faculty
22-Mar-2021 11:00 AM Dealing in Securities Market CDSL IPF, BSE IPF & The Business School Bhaderwah Campus, University of Jammu Link for College students & faculty only English / Hindi Students & Faculty
20-Mar-2021 06:00 PM Investment and Capital Market CDSL IPF & Dnyandeep Mandals St. Joseph college, Satpala, Virar west Webinar Completed English Students & Faculty
19-Mar-2021 5:00 PM onwards Depository Services & Basics of Fundamentals CDSL IPF & LKP Securities Limited Webinar Completed English Retail Investors
18-Mar-2021 5:00 PM onwards Investor Awareness and The Role of Depository BSE IPF & CDSL IPF Webinar Completed English Retail Investors
17-Mar-2021 4:00 PM onwards Introduction to Securities Market SEBI, MSE IPF Webinar Completed Bengali / Hindi Investors
12-Mar-2021 11:00 am Introduction to Capital Market CDSL IPF & Government Boys Senior Secondary School, Janak Puri D Block Delhi-110058 Webinar Completed Hindi / English College Students & Faculty Members
10-Mar-2021 06:00 PM Introduction on Depository System CDSL IPF & Department of Vocational Studies Webinar Completed Hindi / English College Students & Faculty Members
08-Mar-2021 10:00 AM Basic of Capital Market BSE IPF, CDSL IPF & GLS University, Ahmedabad, Gujarat Webinar Completed Hindi / English College Students & Faculty Members
06-Mar-2021 11.30 a.m. Wealth Management in the Long Run CDSL IPF Webinar Completed Hindi / English Retail investor
26-Feb-2021 11.30 a.m. Investor Awareness and the Role of Regulators SEBI, BSE IPF & CDSL Webinar Completed Hindi / English Retail investor
26-Feb-2021 10.30 a.m. to 12.00 Noon Introduction to Securities Market CDSL, MSE and SEBI Webinar Completed English / Telugu Investors
25-Feb-2021 4:00 pm onwards Investing and Rising Importance of Regulators SEBI, BSE IPF & CDSL Webinar Completed Hindi/English Retail Investors
25-Feb-2021 4.00 p.m. to 6.00 p.m. Introduction to Securities Market CDSL, MSE and SEBI Webinar Completed English / Telugu Investors
25-Feb-2021 11:30 am onwards Introduction to Securities Market SEBI,MSE IPF, CDSL IPF Webinar Completed Tamil / English Retail Investors
24-Feb-2021 4:30 pm Introduction to Securities Market SEBI, MSE IPF Webinar Completed Hindi / English Retail investor
24-Feb-2021 4:00 PM onwards Introduction to Securities Market SEBI, MSE IPF Webinar Completed Hindi / English Retail Investors
24-Feb-2021 11:00 am onwards Investor Awareness and the Role of Regulators SEBI, MSE & CDSL Webinar Completed English Students & Faculty Members
23-Feb-2021 4:30 pm Introduction to Securities Market SEBI, MSE IPF Webinar Completed Hindi / English Retail investor
23-Feb-2021 4:00 pm onwards Investor Awareness and The Role of Regulators SEBI,BSE IPF, CDSL IPF Webinar Completed Hindi / English Retail Investors
23-Feb-2021 4 pm to 5:30 pm Investor Awareness Program SEBI+ MSE IPF + CDSL IPF Webinar Completed English / Hindi Retail Investors
23-Feb-2021 11.30 AM onwards Introduction to securities Market SEBI, MSE IPF, CDSL IPF Webinar Completed English / Malayalam Retail Investors
23-Feb-2021 10.30 a.m. to 12.00 Noon Investor Awareness and the Role of Regulators CDSL, BSE and SEBI Webinar Completed English / Telugu Students
19-Feb-2021 4 pm to 5:30 pm Investor Awareness and the Role of Regulators SEBI+ BSE IPF + CDSL IPF Webinar Completed English / Hindi Retail Investors
19-Feb-2021 11:00 AM onwards Introduction to Securities Market SEBI, MSE IPF Webinar Completed Hindi / English Retail Investors
17-Feb-2021 4:00 PM onwards Investor Awareness And The Role Of The Regulators SEBI, BSE IPF & CDSL IPF Webinar Completed Hindi / English Retail Investors
15-Feb-2021 4:00 PM onwards Investor Awareness And The Role of Regulators SEBI + BSE IPF + CDSL IPF Webinar Completed English / Hindi Retail Investors
13-Feb-2021 11:00 AM onwards Investor Awareness And The Role of Regulators SEBI, BSE IPF & CDSL IPF Webinar Completed English Retail Investors
13-Feb-2021 11:00 AM onwards Introduction to Securities Market MSE IPF, CDSL IPF & Shri Sai Institute of Management, RATLAM Webinar Completed Hindi Students & Faculty
12-Feb-2021 4:00 PM onwards Investor Awareness And The Role of Regulators SEBI, BSE IPF Webinar Completed Hindi / English Investors
12-Feb-2021 12:30 PM onwards Investment Strategy and Capital Market SEBI + MSE IPF + CDSL IPF Webinar Completed English / Hindi Students/ Faculties
10-Feb-2021 4:00 PM onwards Investor Awareness And The Role of Regulators SEBI, BSE IPF Webinar Completed Hindi / English Investors
08-Feb-2021 11:00 AM Capital Market Awareness BSE IPF, CDSL IPF & Anand Institute of Management, Anand, Gujarat Webinar Completed English / Hindi College Faculty and Students
08-Feb-2021 11:00 AM onwards Investing and Rising Importance of Regulators SEBI + BSE IPF + CDSL IPF + Talcher Autonomous College, Talcher Webinar Completed English / Hindi / odia Students / Faculties
08-Feb-2021 10:00 AM onwards Investor Awareness And The Role of Regulators SEBI,BSE IPF Webinar Completed Hindi / English Students/Faculties
06-Feb-2021 10.30 AM to 11.30 AM IMPORTANCE OF FINANCIAL PLANNING, DEMAT & OPPORTUNITIES IN STOCK MARKET UAE EXCHANGE AND FINANCE LIMITED Webinar Completed English / Malayalam Retail Investors
05-Feb-2021 12:00 PM onwards Investor Awareness And The Role of Regulations SEBI,BSE IPF & CDSL IPF Webinar Completed Hindi / English Students/ Faculties
04-Feb-2021 11:00 AM onwards Dematerialisation, its benefits and impact CDSL IPF & Invertis University Webinar Completed Hindi / English Students/ Faculties
03-Feb-2021 11:00 AM onwards Dematerialisation, its benefits and impact CDSL IPF & Invertis University Webinar Completed Hindi / English Students/ Faculties
30-Jan-2021 04.00 PM Onwards Introduction to Securities Market & Role of Depository CDSL IPF & Suman Mahila Vikas Mandal (SMVM) Webinar Completed Marathi/Hindi Retail Investors
30-Jan-2021 11.30 AM INTRODUCTION TO SECURITIES MARKET SEBI, MSE IPF Webinar Completed Tamil/English Investors
29-Jan-2021 04.00 PM Onwards Introduction to Securities Markets SEBI, MSEI IPF Webinar Completed Hindi / English Investors
29-Jan-2021 11.30 AM Onwards Investor Awareness And The Role of Regulations SEBI,BSE IPF Webinar Completed Hindi / English Investors
28-Jan-2021 10.00 AM Onwards Investor Awareness and the Role of Regulators SEBI + BSE IPF+CDSL IPF Webinar Completed Telugu/English Retail Investors
27-Jan-2021 11:30 AM to 1:00 PM Introduction of Securities Markets SEBI, MSEI IPF Webinar Completed Kannada/ English Investors
23-Jan-2021 11.00 AM Onwards Introduction to Capital Market , Demat & Current Market Scenario CDSL IPF + Muthoot Securities Ltd Webinar Completed Malayalam Retail Investors
20-Jan-2021 04.00 PM Onwards Introduction to Securities Markets SEBI, MSEI IPF Webinar Completed Hindi / English Investors
20-Jan-2021 12:30 PM onwards Introduction to Securities Market SEBI+MSE IPF+CDSL IPF Webinar Completed Hindi Retail Investors
16-Jan-2021 07.00 PM Onwards Investor Awareness Program CDSL & Bharati Vidyapeeth school of online education, Pune Webinar Completed English / Hindi MBA Students
14-Jan-2021 04.00 PM Onwards Introduction of Securities Markets SEBI, MSEI IPF Webinar Completed English / Hindi Investors
12-Jan-2021 04.00 PM Introduction of Securities Markets SEBI, MSEI IPF Webinar Completed English / Hindi Investors
09-Jan-2021 11.00 AM Introduction to Securities Market SEBI+MSE+CDSL Webinar Completed English / Hindi Retail Investors
08-Jan-2021 11.00 AM Capital Market Awareness BSE & Grow More Faculty of Management, Himatnagar Webinar Completed English/Hindi Students
29-Dec-2020 10.30 AM Introduction to Securities Market SEBI, MSE IPF Webinar Completed English/Tamil Students
28-Dec-2020 04.00 PM Introduction to Securities Market SEBI, MSE IPF Webinar Completed English Retail Investors
21-Dec-2020 03.00 PM Introduction to Securities Market SEBI & MSE IPF Webinar Completed Bengali/Hindi Investors
16-Dec-2020 03.00 PM Introduction to Securities Market SEBI & MSE IPF Webinar Completed Bengali/Hindi Investors
15-Dec-2020 04.00 PM Investor Awareness and the Role of Regulators SEBI, BSE IPF Webinar Completed Hindi / English Investors
14-Dec-2020 11.00 AM Investor Awareness and the Role of Regulators SEBI & BSE IPF Webinar Completed Hindi/English Students
12-Dec-2020 11.00 AM Financial Literacy IQAC - St. Xavier's College - Mahuadanr Google Meet link provided by college English Faculties and Non Teaching Associates
04-Dec-2020 03.00 PM Entrepreneurship in Stock Market Patrician College of Arts and Science Webinar Completed English College Students & Faculty
23-Nov-20 to 29-Nov-2020  World Investor Week SEBI, BSE IPF, NSE IPF CDSL will be celebrating World Investor Week (WIW) from November 23, 2020 to November 29, 2020 along with SEBI (Securities Exchange Board of India), Stock Exchanges, Commodity Exchanges and other Capital Market Intermediaries under the aegis of International Organization of Securities Commission (IOSCO).
For more Informative Contents visit our Facebook Page
https://www.facebook.com/cdslindia/ #WIW #AtmaNirbharInvestors
Various languages like Hindi /English and regional.  All Investors
23-Nov-20 to 29-Nov-2020  World Investor Week SEBI and Intermediaries World Investor Week November 23-29, 2020 being celebrated under the aegis of IOSCO and SEBI.
विश्व निवेशक सप्ताह (23-29 नवम्बर, 2020) - आयस्को तथा सेबी की छत्रछाया में मनाया जा रहा है.
To Participate, Please find the link for contents of all the celebrations of Capital Market Intermediaries under SEBI i.e Quiz, Webinar and Informative Contents of MIIs
https://investor.sebi.gov.in/wiw/index_wiw.html
Various languages like Hindi / English and regional.  All Investors, Students, Farmers
29-Nov-2020 05.00 PM Investors Awareness Programme on Capital Market, Mutual Funds and Demat SEBI, BSE IPF Webinar Completed Malayalam Public
29-Nov-2020 04.30 PM WelthCreation and Mutual Fund SBI MF Webinar Completed Bengali, Hindi, English Investors
29-Nov-2020 04.30 PM Grievance Redressal MSEI & CDSL Webinar Completed English / Hindi Investors
29-Nov-2020 03.30 PM Basic of Investment and Capital Market BSE IPF Webinar Completed Hindi & English Investors
29-Nov-2020 11.30 AM Precautionary measures to be taken while investing in Securities Market SEBI, MSE IPF Webinar Completed Hindi / English Investors
28-Nov-2020 04.00 PM Role of Depository and Exchanges in Capital Market BSE IPF, ICSI Pune Chapter Webinar Completed English / Hindi / Marathi ICSI Pune Chapter members
28-Nov-2020 11.00 AM Investor Awareness and the Role of Regulators BSE IPF Webinar Completed Hindi & English Faculty and Students
28-Nov-2020 11.00 AM Investor Awareness and the Role of Regulator SEBI, BSE IPF Webinar Completed Telugu Investors
28-Nov-2020 11.00 AM Investor Awareness and the Role of Regulators SEBI, BSE IPF Webinar Completed Marathi / English Investors
28-Nov-2020 11.00 AM One Time KYC SEBI, MSEI IPF Webinar Completed English / Hindi Investors
28-Nov-2020 10.00 AM Investor Awareness and The Role of Regulators SEBI, BSE IPF Webinar Completed Tamil / English Investors
27-Nov-2020 04.00 PM Dealing in Securities Market SEBI, MSE IPF Webinar Completed English / Hindi / Gujarati Investors
27-Nov-2020 04.00 PM Overview of Security Market for Common Man SEBI, BSE IPF Webinar Completed English / Hindi Investors
27-Nov-2020 02.00 PM Investor Awareness and The Role of Regulators SEBI, BSE IPF Webinar Completed Tamil / English Investors
27-Nov-2020 12.30 PM Dealing in Securities Market SEBI, MSEI Webinar Completed English / Kannada Students
27-Nov-2020 11.30 AM Investor Awareness & Role of regulators SEBI,BSE,& CDSL Webinar Completed English / Hindi Investors
27-Nov-2020 11.00 AM Investors Awareness Programme on Capital Market, Mutual Funds and Demat SEBI, BSE IPF Webinar Completed Malayalam Public
26-Nov-2020 04.00 PM Investor Awareness & Role of Regulators SEBI, BSE IPF Webinar Completed English / Hindi Students and Faculty- B.C.M School - Ludhiana
26-Nov-2020 04.00 PM Compliance of Capital Market Ashika Webinar Completed Bengali, Hindi, English Investors
26-Nov-2020 04.00 PM One - Time KYC SEBI, MSE IPF Webinar Completed English / Hindi / Gujarati Investors
26-Nov-2020 04.00 PM Basic of Investment and Capital Market MSEI Webinar Completed Bengali, Hindi, English Investors
26-Nov-2020 03.00 PM Investors Awareness Programme on Capital Market, Mutual Funds and Demat SEBI, BSE IPF Webinar Completed Malayalam Public
26-Nov-2020 03.00 PM Capital Market Basic Ideas for common investors ICSI Webinar Completed Hindi & English Investors
26-Nov-2020 02.00 PM Investor Awareness and the Role of Regulators BSE IPF Webinar Completed Hindi & English Faculty and Students
26-Nov-2020 12.00 PM Wealth Creation & Global Economy Aum Capital Webinar Completed Bengali, Hindi, English Investors
26-Nov-2020 11.00 AM Investor Awareness & Role of Regulators SEBI, BSE IPF Webinar Completed English / Hindi Students and Faculty- Islamic University Science and Technology - SriNagar
26-Nov-2020 11.00 AM Basic of Investment and Capital Market BSE IPF Webinar Completed Hindi & English Investors
26-Nov-2020 10.30 AM Grievance Redressal SEBI, MSE IPF Webinar Completed Tamil / English Investors
25-Nov-2020 05.30 PM Basic of Investment and Capital Market BSE IPF Webinar Completed Hindi & English Investors
25-Nov-2020 04.00 PM One time KYC SEBI.MSEI Webinar Completed English / Telugu Investors
25-Nov-2020 04.00 PM Overview of Security Market for Common Man SEBI, BSE IPF Webinar Completed English / Hindi Investors
25-Nov-2020 04.00 PM Basic of Investment and Capital Market IIFL Webinar Completed Bengali, Hindi, English Investors
25-Nov-2020 04.00 PM Investor Awareness and The Role of Regulators SEBI, BSE IPF Webinar Completed Hindi / English Investors
25-Nov-2020 02.00 PM Basic of Investment and Capital Market BSE IPF Webinar Completed Hindi & English Investors
25-Nov-2020 11.00 AM Investors Awareness Programme on Capital Market, Mutual Funds and Demat SEBI, BSE IPF Webinar Completed Malayalam Public
25-Nov-2020 11.00 AM Investor Awareness & Role of regulators SEBI,BSE,& CDSL Webinar Completed English / Hindi Faculty and students of Manipal University -Jaipur
25-Nov-2020 11.00 AM Investor Awareness and the Role of Regulators SEBI, BSE IPF Webinar Completed Hindi / English Investors
24-Nov-2020 05.00 PM Investor Awareness and the Role of Regulator SEBI, BSE IPF Webinar Completed Telugu Investors
24-Nov-2020 05.00 PM Investor Awareness and the Role of Regulators SEBI, BSE IPF Webinar Completed Hindi / English Investors
24-Nov-2020 04.00 PM Investor Awareness and The Role of Regulators SEBI, BSE IPF Webinar Completed English / Hindi / Gujarati Investors
24-Nov-2020 03.00 PM Investor Awareness and The Role of Regulators SEBI, BSE IPF Webinar Completed Tamil / English Investors
24-Nov-2020 03.00 PM Basic of Investment and Capital Market MSEI Webinar Completed Bengali, Hindi, English Investors
24-Nov-2020 11.30 PM Investor Awareness and The Role of Regulators SEBI, BSE IPF Webinar Completed Hindi / English Investors
24-Nov-2020 10.45 AM Indian Retail Investors: Meeting their expectations BBF-IFIE Webinar Completed English / Hindi Investors
24-Nov-2020 10.30 AM Precautionary measures to be taken while investing in Securitas Market SEBI,MSE IPF Webinar Completed Tamil / English Investors
24-Nov-2020 10.00 AM India Investor Show 2020 BBF-IFIE Webinar Completed English / Hindi Investors
23-Nov-2020 05.00 PM Investor Awareness and the Role of Regulator SEBI, BSE IPF Webinar Completed Telugu Investors
23-Nov-2020 04.30 PM Precautionary measures to be taken while investing in Securities Market MSEI & CDSL Webinar Completed English / Hindi Investors
23-Nov-2020 04.00 PM Basic of Investment and Capital Market BSE IPF Webinar Completed Hindi & English Investors
23-Nov-2020 04.00 PM Overview of Security Market for Common Man SEBI, BSE IPF Webinar Completed English / Hindi Investors
23-Nov-2020 03.45 PM Inauguration of World Investor Awareness Week-2020 ANMI Webinar Completed English / Hindi Investors
23-Nov-2020 11.00 AM Dealing in Securities Market SEBI, MSE IPF Webinar Completed Hindi / English Investors
23-Nov-2020 10.00 AM Investor Awareness and The Role of Regulators SEBI, BSE IPF Webinar Completed Tamil / English Investors
23-Nov-2020 09.00 AM Investor Awareness and the Role of Regulators BSE IPF Webinar Completed Hindi & English Faculty and Students
18-Nov-2020 10.30 AM Introduction to Securities Market Canara College, SEBI , MSE IPF Webinar Completed English Students & Faculty
02-Nov-2020 04.00 PM Making Capital Markets More Investor Friendly ICSI Webinar Completed English ICSI Members
01-Nov-2020 03.00 PM Making Capital Markets More Investor Friendly ICSI Webinar Completed English ICSI Members
30-Oct-2020 04.00 PM Investor Awareness and the Role of Regulators SEBI, BSE IPF Webinar Completed Hindi/English Investors
27-Oct-2020 04.30 PM Investor Awareness and the Role of Regulators SEBI, BSE IPF Webinar Completed Telugu / English Investors
27-Oct-2020 04.30 PM Investor Awareness and the Role of Regulators Webinar Completed Hindi / English Investors
26-Oct-2020 04.00 PM Introduction to Securities Market SEBI , MSE IPF Webinar Completed Hindi / English Investors
26-Oct-2020 03.30 PM Investor Awareness and the Role of Regulators SEBI, BSE IPF Webinar Completed Hindi / English Investors
26-Oct-2020 10.30 AM Investor Awareness and the Role of Regulators Maharishi Law School, SEBI, BSE IPF Webinar Completed Hindi / English Students & Faculty
23-Oct-2020 04.30 PM Investment Strategies in Capital Market SEBI , MSE IPF Webinar Completed Gujarati / Hindi Investors
23-Oct-2020 04.30 PM Introduction to Securities Market SEBI , MSE IPF Webinar Completed Tamil Investors
22-Oct-2020 05.00 PM Introduction to Capital Markets, Current Market Scenario & Demat Capstocks and Securities India Pvt Ltd Webinar Completed English / Malayalam Investors
20-Oct-2020 04.00 PM Introduction to Securities Market SEBI , MSE IPF Webinar Completed English / Hindi / Gujarati Investors
19-Oct-2020 04.00 PM Investment Strategies in Capital Market SEBI, MSE IPF Webinar Completed English / Hindi Investors
16-Oct-2020 05.00 PM Introduction to Securities Market SEBI , MSE IPF Webinar Completed English / Hindi Investors
16-Oct-2020 04.30 PM Introduction to Securities Market SEBI , MSE IPF Webinar Completed Hindi / English Investors
16-Oct-2020 03.30 PM Investor Awareness and the Role of Regulators SEBI, BSE IPF Webinar Completed Hindi / English Investors
15-Oct-2020 04.30 PM Introduction to Securities Market SEBI , MSE IPF Webinar Completed English / Kannada Investors
13-Oct-2020 04.30 PM Investor Awareness And Role Of Regulator SEBI, BSE IPF Webinar Completed Telugu / English Investors
12-Oct-2020 04.00 PM Investor Awareness programme SEBI, BSE IPF Webinar Completed Hindi / English Investors
10-Oct-2020 10.30 AM Introduction to Securities Market SEBI , MSE IPF Webinar Completed English/ Hindi Investors
09-Oct-2020 4.30 PM Introduction to Securities Market SEBI , MSE IPF Webinar Completed Hindi / English Investors
09-Oct-2020 4.00 PM Investment Strategies and Capital market SEBI , MSE IPF Webinar Completed Hindi / English Investors
07-Oct-2020 4.30 PM Introduction to Securities Market SEBI , MSE IPF Webinar Completed Tamil Investors
28-Sep-2020 11:00 AM Investor Awareness and the role of Regulators SEBI , MSE IPF , Wardha College Of Thought Webinar Completed English/ Hindi Students
26-Sep-2020 11:30 AM Investor Awareness and the role of Regulators SEBI, BSE IPF, Hindu College, Moradabad, UP Webinar Completed English/ Hindi Students & Faculty
18-Sep-2020 04:00 PM Investor Awareness and the role of Regulators SEBI, BSE IPF Webinar Completed Hindi & English Investors
18-Sep-2020 05:00 PM Investor Awareness and the role of Regulators SEBI, BSE IPF Webinar Completed Hindi & English Investors
16-Sep-2020 04:00 PM Investment Opportunities and Challenges 2020 SEBI, BSE IPF Webinar Completed English/ Hindi ICSI Members
09-Sep-2020 04:00 PM Investor Awareness and the role of Regulators SEBI, BSE IPF Webinar Completed Hindi & English Investors
07-Sep-2020 12:00 PM Investor Awareness and the role of Regulators SEBI, BSE IPF, IIT Mandi Webinar Completed English/ Hindi Students & Faculty
05-Sep-2020 11:00 AM Investor Awareness and the role of Regulators SEBI, BSE IPF Webinar Completed Telugu and English Investors
05-Sep-2020 12:00 PM Investor Awareness and the role of Regulators SEBI, BSE IPF, Prasad Institute Of Technology Webinar Completed English/ Hindi Students
04-Sep-2020 04:00 PM Investor Awareness and the role of Regulators SEBI, BSE IPF Webinar Completed Hindi/English Investors
Investor Awareness Programmes (IAPs)
Select Year :

No Records Found To Display

RGESS &
Benefits

Rajiv Gandhi Equity Savings Scheme (RGESS)

Rajiv Gandhi Equity Savings Scheme, 2013 (RGESS) is a new equity tax advantage savings scheme for equity investors in India, with the stated objective of "encouraging the savings of the small investors in the domestic capital markets.” Vide notification dated December 18, 2013 the scheme has been notified by the Department of Revenue, Ministry of Finance (MOF)... It is exclusively for the first time retail investors in securities market.

The objective of the scheme is to encourage flow of savings in the financial instruments and improve the depth of the domestic capital market

  • A new section 80CCG under the Income Tax Act, 1961 on ‘Deduction in respect of investment under an equity savings scheme’ has been introduced to give tax benefits to ‘New Retail Investors’ who invest up to 50,000 (INR) in ‘Eligible Securities’ and have gross total annual income less than or equal to 12 Lakhs (INR). The investor would get a 50% deduction of the amount invested from the taxable income for that year.
  • The new retail investor may invest in one or more financial years in a block of three consecutive financial years beginning with the initial year.
  • Gains, arising of investments in RGESS, can be realized after a year. This is in contrast to all other tax saving instruments.
  • Investments are allowed to be made in installments in the year in which the tax claims are filed.
  • Dividend payments are tax free.
  • This scheme has a long run benefit of educating the retail investment segment and thereby moving towards financial inclusivity in the country.
  • Success of this scheme can lead to transfer of assets from traditional savings instruments such as bank deposits and FDs to the capital markets, leading to diversification in retail investor portfolio and also leading to more productive "capital formation" assets.

The deduction under the Scheme will be available to a ‘new retail investor’ who complies with the conditions of the Scheme and whose gross total income for the financial year in which the investment is made under the Scheme is less than or equal to twelve lakh rupees.

The deduction under the Scheme shall be available to a new retail investor who:-

  • Is a resident individual (the benefit cannot be availed by HUF, corporate entities / trusts etc).
  • Has not opened a Demat account and has also not done any trading in the derivative segment till RGESS account opening date or the first day of the “initial year” in which he brings in the RGESS eligible investment into the account, whichever is later.
  • Has opened a Demat account and has not made any transactions in equity and /or in the derivative segment till designating such account as RGESS or the first day of the “initial year” in which he brings in the RGESS eligible investment into the account, whichever is later.
  • In case the demat account is opened as a first holder, but there are no transactions in the equity or derivative segment, then the first account holder is eligible to be a new retail investor.
  • For taking the benefits under RGESS, the new retail investor will have to submit a declaration, as in Form ‘A’, to the Depository Participant (DP) at the time of account opening or designating his existing demat account.
  • In case of joint accounts, only the first account holder will not be considered as a new retail investor. All those existing account holders other than the first demat account holder (eg. second / third account holders or other joint holders) or nominees of the existing account holders will be considered as new retail investors for the purpose of opening of a fresh RGESS account, if otherwise eligible.
  • Has gross total income for the financial year less than or equal to 12 Lakh (INR).

A new retail investor can make investments under the Scheme in the following manner:

  • Open a demat account with a Depository Participant by providing an undertaking Revised link (Form A) that he wishes to designate his existing account or open a new account as RGESS account.
  • An investor can invest in eligible securities in one or more transactions during the year in which the deduction has to be claimed.
  • An investor can make any amount of investment in the demat account but the amount eligible for deduction, under the Scheme will not exceed fifty thousand rupees.
  • The eligible securities brought into the demat account, as declared or designated by the new retail investor, will automatically be subject to lock-in during that year, unless the new retail investor specifies otherwise and for such specification, the new retail investor will submit a declaration in Revised link Form B / Application indicating that such securities are not to be included within the above limit of investment.
  • An investor will be eligible for a deduction under subsection (1) of section 80CCG of the Act in respect of the actual amount invested in eligible securities, in the first financial year in respect of which a declaration in Revised link Form B / Application has not been made, subject to the maximum investment limit of fifty thousand rupees.
  • The investor would get under Section 80CCG of the Income Tax Act, a 50% deduction of the amount invested during the year, upto a maximum investment of 50,000 (INR) per financial year, from his/her taxable income for that year, for three consecutive assessment years.
  • An investor will be permitted a grace period of seven trading days from the end of the financial year so that the eligible securities purchased on the last trading day of the financial year also get credited in the demat account and such securities will be deemed to have been purchased in the financial year itself.
  • An investor may also keep securities other than the eligible securities in the demat account through which benefits under the Scheme are availed.
  • An investor can make investments in securities other than the eligible securities covered under the Scheme and such investments will not be subject to the conditions of the Scheme nor will they be counted for availing the benefit under the Scheme.
  • The investment under the Scheme will consist of an investment in any of the eligible securities covered under the Scheme.
  • Deductions claimed will be withdrawn if the lock-in period requirements of the investment are not complied with or any other condition of the Scheme is violated.
The status of demat accounts held with CDSL under Rajiv Gandhi Equity Savings Scheme (RGESS).

As on:  May 31, 2020

Sr.No. Item Unit Value
1 Total Number of RGESS Accounts Number 32148
a Number of new RGESS demat accounts Number 27307
b Number of existing demat accounts designated for RGESS Number 4841
2 Out of (1), Number of accounts with Investments Number 11192
3 Total value of initial investments made by RGESS Beneficiaries (when valued at the actual cost of acquisition) (INR) in Lakhs 6399.43
a By new RGESS demat account holders (INR) in Lakhs 4597.91
b By existing demat account holders who have designated their account for RGESS (INR) in Lakhs 1801.46
4 Type of Investments
a Investment into equity (INR) in Lakhs 2231.17
b Investments in Mutual Funds (INR) in Lakhs 3818.25
c Investments in ETFs (INR) in Lakhs 350.02
5 SubSequent Investments
a Number of RGESS accounts Where investments have been made in the first and second year Number 3444
b Number of RGESS accounts Where investments have been made in the first second and third year Number 1806
c Additional amount invested by existing RGESS beneficiaries in second year (when valued at the actual cost of acquisition) (INR) in Lakhs 1196.3
d Additional amount invested by existing RGESS beneficiaries in third year (when valued at theactual cost of acquisition) (INR) in Lakhs 1028.83

Compare DP
Tariff

Download files from the link given

Companies with pending demat requests

Click on the link to view details

Investor
Education and Protection Fund (IEPF)

“In terms of Section 124(6) of Companies Act, 2013 and the Rules notified there under, the shares in respect of which dividend has not been paid or claimed for a period of seven consecutive years or more, are required to be transferred by the Company to the IEPF Authority. The first due date for such transfer was 31st October, 2017. Investors may (Click here) for refund process in respect of shares / amounts transferred to the IEPF Authority Account. “

IEPF

Search Securities

ISIN Search

Page last updated on April 16, 2021    Dept:BD & Operations