How can I transfer my existing shares from HDFC securities to Zerodha

Question: I’m using HDFC securities app for trading, now I want to switch to Zerodha, How can I transfer my existing shares from HDFC securities to Zerodha?

 

Answer:

– First open your account in ZERODHA.

– Once it’s active, you’ll get your CLIENT MASTER LIST from ZERODHA.

– Print it out.

– Contact HDFC SECURITIES.

– Fill account closure and transfer form.

– Submit Delivery Information Slip for offline transfer to your ZERODHA Account for existing holdings. Attach that ZERODHA CML print out.

– In 24 hours, you’ll get your existing holdings credited into ZERODHA Account.

– In 3-7 days, you’ll get confirmation of account closure from HDFC SECURITIES.

Answer by –  Jauhari Ashal  Asan Ideas for Wealth Facebook Group

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