How to get Zerodha CMR (Client Master Report) Copy online? [Step-by-step Guide: 2022 edition]

Step-by-Step Guide. How to download Zerodha CMR copy online?

Introduction

Welcome to this post, in case you have probably been asked by a stakeholder for the CMR (Client Master Report) copy from your stock broker i.e. Zerodha. In all probability, you must be have been requested for the Client Master Report Copy ( or abbreviated to CMR) for some off-market transactions. With Zerodha, the process to get the CMR copy is seamless, and easy.

What is Client Master Report (CMR)?

First off, you might have the question. What exactly is the CMR (Client Master Report) copy?

CMR stands for Client Master Report. The CMR copy is a digitally signed PDF copy, that is issued by the broker, with whom you have a demat account; and is sort of a digital snapshot of all the details of your demat account, along with your bank account details.

Mind you, the CMR copy will NOT have the list of securities/equity shares (name, ISIN, quantity) that you own. For that, you will have to refer the Statement of Holdings report that the depositories (viz. CDSL, or NSDL) emails you on a periodic basis.

Can you get the Zerodha CMR copy online?

Yes. You can easily get the CMR copy online through the Zerodha console. It will take about 15 minutes of your time, and the you can follow the step-by-step guide to download the Zerodha CMR copy online.

Step-by-Step Guide to get a CMR copy from Zerodha

Time needed: 15 minutes.

How to get the Client Master Report (CMR) copy online?

  1. Go to “Documents” module of Zerodha Console, and login, if not already logged in

    Visit the following link: https://console.zerodha.com/account/documents, and login, if not already logged in.

  2. Select “Zerodha CMR Copy” from the dropdown of desired documents, and click “E-mail to Me”

    Select the option “Zerodha CMR Copy” from the drop-down option, and click “E-mail to me”. You should then see the following on-screen message: “Zerodha CMR copy has been sent to your registered e-mail”.

  3. The link to download the CMR copy will be sent to your registered email

    You should then receive an email with the link to download the CMR copy. You can use the link to download the document. Mind you, the link is usually valid for 6 hours only, and if not downloaded, the link will expire, and you will have to request for the CMR copy again through an another request, repeating the same process.

  4. Done!

    That is it. You now have a soft copy of the Client Master Report (CMR) that can be shared with any party that would request for the same.

What to do if broker insists on physical CMR copy?

There are still instances, where the broker or any other intermediary may insist on physical copies of the Client Master Report (CMR). Personally, I have also encountered the same.

For this, Zerodha indicates that the digitally signed CMR copy should be sufficient for any transactions. So this digitally signed CMR copy from Zerodha should be sufficient for all purposes.

QUOTE

Digitally signed CMR is as good as physical CMR if your depository participant insists on the CMR for transferring of securities (both off-market or online transfer) or shifting/closing of a demat account. See NSDL regulation (Circular No.: NSDL/POLICY/2021/0075 Dated: July 19, 2021) and CDSL regulation (Circular: CDSL/OPS/DP/POLCY/2021/311 Dated: July 16, 2021 ).

UNQUOTE

Conclusion

So, that is it. You now have the soft copy of the Zerodha Client Master Report (CMR) copy. All the best in your investing journey!

How to apply for IPO through Zerodha [2022 Edition]

[Step-by-step Guide]: How to apply for IPO online through Zerodha

Introduction

So, you must have arrived at this article wanting to know the complete process to apply for your desired Initial Public Offering (IPO) through Zerodha. Hopefully, this article will guide you through the process, and ensure that you apply for the IPO correctly, and ensure that your application is not rejected, owing to points that can be avoided.

Can you apply for IPO online through Zerodha?

YES. You can apply for IPO online through Zerodha. You will find the detailed step-by-step guide below. The application process will take about 15 minutes of your time, followed by the time-delay to receive the UPI mandate, which needs to be accepted within the time frame.

However, please note, and check the pre-requisites before starting the IPO application process.

Checks before you apply

Check the below, before starting with the IPO application process:

  • You have a demat account with Zerodha, along with the login credentials ready at-hand.
  • You have a UPI 2.0 enabled app setup. The list of UPI 2.0 enabled apps can be found at this link.

Step-by-step Guide: How to apply for IPO through Zerodha

Time needed: 15 minutes.

  1. Visit the IPO module in Zerodha console, and login.

    Visit the IPO section, Portfolio module of your Zerodha Console. [link], and login with your Zerodha credentials, if not already logged in.

  2. Select your desired IPO Issue you wish to apply for.

    Under the list of “Ongoing IPOs”, click “Apply” on the IPO you wish to bid for.

  3. Enter the requested details, and click “Submit”

    In the pop-up that opens up, enter all the requested details, viz.
    – Your UPI ID
    – Investor Type i.e. choose from Individual Investor, Employee quota, OR Policy Holder quota
    – Quantity
    – Price
    Next click the check box to accept the terms and conditions, and click “Submit”.
    You will receive a confirmation on screen of the order successfully placed.

  4. Accept the UPI Mandate Request on your UPI 2.0 enabled app

    Finally you will receive UPI Mandate Request on your UPI app of choice (BHIM, Google Pay etc.). Once the mandate is accepted, the application process is now complete.

  5. Done!

    With the acceptance of the UPI mandate, the application process is complete. Meanwhile, you would also receive an email from the exchange with the details of the IPO application order number details.

Conclusion

The online IPO application process for Zerodha is now complete. All you have to do now is wait for the allotment date.

On the date of the allotment, there are two possibilities:

  1. You receive the IPO allotment: In this scenario, the mandate would be executed i.e. the blocked amount would be deducted, and the appropriate number of shares would be credited to your demat account. These shares can be traded/sold with effect from the date of the listing.
  2. You do not receive the IPO allotment: In this scenario, the mandate would be cancelled i.e. the blocked amount would be released, and no other action would be undertaken. Of course, in this scenario, you would also NOT receive the shares.

So, that is it. You have now successfully completed the online IPO application process for Zerodha. All the best in your investing journey!

[Step-by-Step Guide]: How to apply for Equity Shares buyback through Zerodha

How to tender shares for buyback through Zerodha and how to apply for shares buyback through Zerodha

Introduction

Welcome to this article on how to apply for buyback OR tender buyback shares through Zerodha. Buyback, as you might know is one of the methods a company (listed/unlisted) uses to return excess cash reserves back to the shareholder.

Can you apply for equity shares buyback /tender equity shares through Zerodha?

Yes. You can apply for equity shares back / tender equity shares through Zerodha through this simple 3 (three) step process. This process will take a maximum of 15 minutes of your time. Please note that the buyback process through Zerodha will work ONLY in the offer window period. No applications will be accepted before/after the offer window period.

Step-by-Step Guide for tendering shares in buyback process through Zerodha

Time needed: 15 minutes.

  1. Visit the Corporate Actions Section of Zerodha Console

    ◦ Visit the following link https://console.zerodha.com/portfolio/corporate-action-order-window.
    ◦ Login with your credentials, if requested for.

  2. Choose the company you wish to tender shares/ apply for buyback

    ◦ Mouse over the company name, whose shares you wish to tender for buyback.
    ◦ Click on the contextual menu that comes up (a blue bar with three white dots in it), and click “Place Order”.

  3. Enter the desired number of eligible shares you wish to tender for buyback

    ◦ In the next pop-up that comes up, enter the number of shares you wish to tender for buyback, and click “Submit”

  4. Done!

    ◦ You will see an “Order Received” message next to the company name.
    ◦ That is it. The buyback application/tendering process is now complete.

Conclusion

That is it. The tendering/buyback application process is now complete from your end. All you now need to do is to wait until the company (carrying out the buyback) completes the buyback process. Post the same, the investor will be informed of how many shares have been bought back by the company. Post the same, the unaccepted shares will be returned to the demat account of the investor, and the amount (for the accepted buyback shares) will be credited to the bank account mapped with Zerodha for the Equity trading account of Zerodha.

If you like this article, you might like out the other how-to guides on this website.

All the best in your investment journey! Best wishes to you!

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[Step-by-step Guide]: How to apply for IPO through HDFC Bank Netbanking

Step-by-Step Guide on how to apply for IPO through HDFC Bank Netbanking

Introduction

Welcome to this webnotes.in post on how to apply for the latest IPO (Initial Public Offering) through HDFC Bank Netbanking. You might be wanting to apply for the latest red-hot 🔥 IPO that has astronomical GMP (Grey Market Premiums), and your broker/friend/relatives have guaranteed you that you will surely get a listing gain, if you get allotment. However, please note that the applications to IPOs have their risks, which you should research before applying.

Can you apply for IPO through HDFC Netbanking?

The answer is YES. You can apply for IPO through HDFC Bank Netbanking through their Netbanking portal. This process should broadly have six (6) steps, and should take a maximum of 30 minutes ⏳. This process employs the ASBA (Application Supported by Blocked Amounts) method. This ensures that the retails investor’s funds leave his bank account only upon allocation of shares in public issues. The ASBA process also ensures that only the requisite amount of funds is debited to the investor’s bank account on allotment of shares. In this mechanism, the need for refunds is completely eliminated. The entire process is listed below. However, please, please go through the below steps to avoid getting errors, especially a notorious xxxxxx error, which stops the application process in its tracks, and does not allow you to complete the application.

Pre-requisites before you start

Before we start with the application process, please ensure that the following steps/checks:

  • ⚠️ This is important! 🚨 You have allowed the pop-ups for HDFC Bank and HDFC Securities. You can find the processes online for your respective browser, but here we will list process steps to allow pop-ups for HDFC Bank and HDFC Securities in Google Chrome.
    1. Click the More More at the top right of the Chrome browser.
    2. Click Settings.
    3. At the bottom, click Advanced.
    4. Under “Privacy and security,” click Content settings.
    5. Click Popups.
    6. Under “Allowed“, click “Add“. Turn Allowed on or off.  Type https://[*.]hdfcsec.com and https://[*.]hdfcbank.com. This is will ensure that the pop-ups are allowed for HDFC Bank.
  • 📝 The applicant has a bank account with HDFC Bank
  • 📝 The applicant has a demat account (not necessarily with HDFC Securities. You may apply through this method, even if you have a demat account with any of the discount brokers like Zerodha, Upstox, Groww etc.)

Step-by-Step Guide on applying for IPO through HDFC Bank Netbanking

Time needed: 30 minutes.

  1. Login to your HDFC Netbanking Account

    • Go to the HDFC Bank Netbanking URL https://netbanking.hdfcbank.com/netbanking/, and login with your Customer ID, and Password

  2. Under Request, go to the IPO Application section

    • Next, under the Request section on the left hand bar, click to expand
    • Here, click on the IPO Application option.
    • You will get a warning message that you are being redirected to an external site (hdfcsec.com). Here, click Continue.
    • The next screen will be an overview of all the IPOs (Initial Public Offerings) presently in the application window, and these issues can be applied for.

  3. Scroll, and select the IPO which you wish to apply for

    •Here, scroll to the IPO you wish to apply for. Also, please note the correct type of application. Sometimes, the same IPO will have multiple quotas viz. HNI quota, Retail quota, Shareholders quota, or policyholders quota. So, ensure that you apply in the correct quota, under the desired public issue.

  4. Fill in all the desired/required details for the IPO

    • In the “Place Order” screen, choose the correct option from the dropdown under “Select Investor Status”.
    • Under “Bid Details”, enter the desired number of shares under “Shares Bid for”. Do ensure that number of shares are in multiples of the declared lot size. Next to it, under “Price per share Rs. “,enter the desired unit share price you wish to apply for. A good tip is to check the “Cut-off Price” checkbox. This is eliminate any issues with the incorrect share price being entered.
    • Next enter your PAN (Permanent Account Number) details, along with the date of birth details.
    • Under “Depository Details”, choose from NSDL, or CDSL, as the case may be with your demat account details.
    • Under “DP Name”, enter your broker name viz. Zerodha, Upstox, Groww etc.
    • If your demat account is with NSDL, i.e. if your demat account number starts with “IN”, then split your 16 character demat account number into two blocks of 8 characters. Enter the first block of 8 characters starting with “IN” under DP ID, and the rest of the 8 characters (all digits) under “Beneficiary A/C no”.
    • If your demat account is with CDSL i.e. your demat account number is a 16 digit number. If you select the Depository Details as CDSL, then the DP ID would be greyed out. You would need to update the entire 16 digit account number in Beneficiary Account Number field itself.
    • Click “Proceed”.

  5. Confirm on the request for the Online Fund Hold

    • The next popup will be the confirmation screen. Click “Confirm” to proceed.
    • 🚨 In case the pop-ups are not activated, you will NOT get this screen. So, please go back, activate the pop-ups and perform the entire process once again.
    • Next, click “I agree” on the disclaimer.
    • Click “Submit” on the “Online Fund Hold” option to block the amount.

  6. Done!

    • The final screen indicates that your IPO bid has been successfully.

Conclusion

That is it. The entire process to apply for the IPO through HDFC Bank Netbanking has been completed. All you need to do now is to wait until the allotment process has been completed, and you receive the update on whether or not you have received the allotment.

All the best in your investment journey! Best wishes to you!

[Step-by-Step Guide]: How to link your LIC Policy with PAN Card online

Introduction

Welcome to the article on linking the LIC Policy to your PAN Card. This article lists all the process steps to successfully link your PAN card details to your LIC policy.

The answer is YES. You can link your LIC Policy to your PAN Card through the easy online process stated below. The process would take about 15 minutes of your time.

What is the headline for linking PAN Card to LIC Policy?

There is an ongoing drive for the policyholders to link their PAN card details to their existing LIC policies. This is for the policyholders to be eligible to apply for the upcoming LIC IPO/Listing on the Indian Equity markets. For being eligible under the proposed “Policyholder Quota” for IPO application, the last date for linking the PAN card to the LIC policy is Monday, the 28th of February 2022.

Pre-requisites before we start

Before you start, please have the below details ready:

  • List of LIC policy/policies details i.e. the policy number(s),
  • Your PAN Number details,
  • Personal details viz. Date of Birth, Gender, Email Address, Mobile Number

Step-by-step Guide on linking PAN Card with your LIC Policy

Time needed: 15 minutes.

  1. Go to the official LIC Policy- PAN Card Linking Portal

    – Visit the official LIC portal for the linking of the PAN Card details to your LIC Policy https://licindia.in/Home/Online-PAN-Registration.

  2. Next, fill in all the required details viz. Date of Birth, Gender, Email Address, PAN Card Details, Full Name (as per PAN), Mobile Number, along with the Policy details.

    https://linkpan.licindia.in/UIDSeedingWebApp/ .
    – Date of Birth: Fill in the details in the (dd/mm/yyyy) format
    – Gender: Select one of the following options: Male, Female, OR Other.
    – Email Address: Enter your email address
    – PAN: Enter your 10 digit alphanumeric PAN Card details.
    – Mobile Number: Enter your 10 digit mobile number
    – Policy Number: One OR multiple policies can be added at the same time. Click “Add Policy” after entering one policy details to update the view, and then update the next policy number, and so on.

  3. Accept the undertaking, enter the Captcha, and click “Get OTP”

    – Accept the undertaking by clicking the checkbox to the following message
    I hereby submit my PAN as issued by Income Tax Department, Government of India and voluntarily give my consent to link my PAN to all my LIC Policies mentioned above. I also give consent for verification of my PAN with Income Tax Department through DigiLocker. LIC of India has informed me that my PAN details would only be used for validation, e-KYC purpose and for all service aspects related to LIC of India. I will not hold LIC of India or any of its officials responsible in case of any incorrect information provided by me.
    I also authorize LIC to use my mobile number and email id as mentioned above for sending communications.

    – Next enter the visible captcha in the text box.
    – Click “Get OTP”

  4. Enter the OTP (received as an SMS text message on mobile)

    – You will receive a text message that says “OTP for linking your PAN with LIC policies is xxxxxx.”
    – Enter the OTP in the next message window, and click “Submit”.

  5. Registration acknowledgement received, followed by the auto confirmation later on.

    – The next screen will indicate the following message “Request for PAN registration received. Your PAN received for linking to your following LIC policies. – [xxxxxxxx, xxxxxxxx].
    – Later on, you will receive a final confirmation that the LIC Policy- PAN linking has been completed

  6. Done!

    That is it. The linking process of the LIC policy with the PAN details is now complete.

Conclusion

So, hopefully, the detailed process listed above helped you to successfully link your LIC policy with the PAN Card details.

Best wishes on your investing journey!

How to Apply for Mutual Fund New Fund Offer (NFO) through Zerodha Coin

Zerodha Coin | NFO | Mutual Funds New Fund Offer | Mutual Funds NFO

Introduction:

You have probably come to this article wanting to apply for the latest NFO (New Fund Offer) through Zerodha Coin. This NFO, may have been announced by your favourite Mutual Fund House OR your friend/colleague has tipped you in on the latest NFO that is expected to do well. Either way, read on!

So, can you apply for the NFO (New Fund Offer) through Zerodha Coin?

Answer: Yes, you can apply for NFO (New Fund Offer) though Zerodha Coin through a simple six-step process, listed below, that will take a maximum of 20 minutes of your time.

What is a New Fund Offer (NFO)?

Before we start, you might have a basic question. What exactly is a New Fund Offer? To state it simply, a New Fund Offer can be explained as the first subscription opportunity for any new mutual fund announced by any of the Mutual Fund Houses/Asset Management Companies in India. There is a window period, wherein potential investors can apply for the NFO.

New Fund Offerings could be either

  • Close-ended funds (where the mutual fund can be applied for ONLY during the application period, and the mutual fund closes for any fresh cash inflow, and the investment, and redemption rules are carried out as per the scheme document), OR
  • Open-ended funds (where the mutual funds after the initial NFO period opens up for regular investments, whether lump-sum, or Systematic Investment Plan i.e. SIP method).

Think of an NFO like an IPO (Initial Public Offering) for a mutual fund.

Pre-requisites before we start to apply

Before we start, we assume the following points:

  • You have a demat account with Zerodha Broking. The Zerodha demat account number is in a 16-digit format: 12081600 12345678, where the first 8 digits (viz. 12081600) are of Zerodha DP ID, and last 8 digits (viz. 12345678, in this example) are the Customer ID.
  • You have adequate balance in your bank account (mapped with Zerodha) to ensure that the NFO amount can be deducted at the pre-decided timelines, and
  • You gone through the Scheme Offer Document, to ensure that the objectives of the offered mutual fund scheme are aligned with yours. Please do not go on peer pressure. Assess whether the declared mutual fund rationale aligns with your objectives, and only then apply for the NFO.

Detailed How-to Guide on the NFO Application Process

Time needed: 20 minutes.

  1. Login to Zerodha Coin Website

    Go to the Zerodha Coin URL viz. https://coin.zerodha.com/, and login with your Zerodha credentials.

  2. Navigate to the Mutual Funds module in the dropdown under the Dashboard, at the top left.

    – At the top left of the screen, click on the Dashboard, and select Mutual Funds

  3. Navigate to the “Explore” module under Mutual Funds

    – Click on the Explore option. Mostly probably the default selected option is “Holdings”. Select “Explore”.i.e. the option to the left of “Holdings”.

  4. Next, click on the “Apply Now” option at the bottom left

    – Click on the “Apply Now” button at the bottom left i.e. the Blue button.

  5. Scroll to the desired mutual fund NFO you wish to apply for

    – The list opens to a scrollable list of all the NFO that is presently in the subscription window.
    – Pro-tip: If you click on the name of any mutual fund NFO, the Scheme Information Document will open in a new window with all the details of the selected fund. This should help you with any detailed information for the mutual fund.
    – Scroll to the Mutual Fund NFO you wish to apply for.

  6. Enter the desired amount you wish to invest, and click “Place Order”

    – Here, enter the desired amount you wish you invest, and click “Place Order”.
    – Do note that you can go back, and either modify the desired investment amount OR delete the order altogether anytime during the subscription period.

  7. Done!

    – That is it! You are done with the application process.
    – Just wait until the declared timelines, and the Mutual Fund House will first deduct the desired amount from your account, and later issue the mutual fund units, as per the NAVs.

Conclusion

So that is the detailed process to apply for any ongoing New Fund Offer (NFO) being offered by any of the mutual fund houses. However, as stated earlier, please go through the scheme offer documents, to ensure that the investment outlook, and expectations are aligned with yours (as an investor).

Best wishes on your investment journey!

How to register on CoWIN website for COVID vaccination?

Introduction

This article is the step-by-step guide, on how to register on CoWIN portal for the COVID-19 vaccination rollout across India.

Pre-requisites and FAQs before you register on the CoWIN portal

Who are eligible for the vaccination in the first round of the vaccination drive?

The following are the eligible persons in the sequence of priority
• Healthcare and essential workers
• Persons above 50 years of age
• Persons aged below 50 years, but with comorbidities.

What all documentation would I need to carry with me, when visiting the medical centre for the vaccine shot

You should carry the following documents
• The vaccination appointment letter (soft copy or physical hard copy)
• Original Photo ID proof document (refer FAQ #3 for the list of accepted Photo ID proofs
• Only in the case of comorbidity, please carry a medical certificate at the time of the appointment

What are the accepted Photo ID proofs for the vaccination?

The medical centre will accept the following Photo ID documents:
• Aadhar Card
• Driving License
• PAN Card
• Passport
• Pension Passbook
• NPR Smart Card
• Voter ID

Is there any helpline for the CoWIN portal?

Yes. You may use the following helpline/ toll-free numbers, in case of any issues.

Helpline Number : +91-11-23978046
Toll Free Number: 1075

Steps to apply for vaccination appointment on CoWIN portal

Time needed: 15 minutes.

  1. Visit the CoWIN website

    • Visit the CoWIN URL of GoI https://www.cowin.gov.in/

  2. Select the “Register Yourself” option at the top right of the page

    • At the top right of the page, you will see the option “Register Yourself”. Click it.
    • Alternatively, you can also register using the Aarogya Setu option as well.

  3. Next, enter your mobile number, and enter the OTP.

    • In the next window, enter your 10 digit mobile number, and click “Get OTP”.
    • Next, enter the OTP received on your mobile in the requested field, and click “Verify”.

  4. Enter the registration details

    • Select the Photo ID Proof to be used.
    • Next, enter the Photo ID number
    • Enter the name, as per the Photo ID Proof.
    • Enter the name, as it appears in the ID proof document
    • Choose the gender.
    • Next, enter the Year of Birth, as it appears in the Photo ID document.
    • Click “Register”.
    Register for Vaccination- CoWIN

  5. Add any additional family members

    • You can map any additional family members under the same mobile number (up to a maximum of 4 members in all).
    • Click on “+Add More” option to add any additional family members.
    • Repeat step #4 for the additional family members as well.

  6. Schedule the vaccination appointment for each family member

    • Click the “Schedule” button to schedule the date/time for the vaccination.
    • You can also select all the mapped family members, and then click “Schedule Appointment”.
    • Enter your PIN Code in the next screen to see the available locations for vaccinations, as well as the date and time-slot available.
    • Click “Confirm”.

  7. Your vaccination appointment is confirmed

    • You will receive the confirmation message that the appointment has been confirmed.
    • Also, you will have the provision to download a pdf copy of the appointment confirmation letter.
    • Please carry a physical or a soft copy of the letter, when visiting the medical facility for the vaccine shot.

Check out other how-to guides, and info-wiki articles on webnotes.in.

How to increase HDFC Credit Card Credit Limit

Introduction

This article is the step-by-guide to increase the credit card limit of your HDFC Bank Credit Card. This article will list all the steps involved to do so via the HDFC Bank Netbanking portal.

Before we start

We assume the following:

  • You have a bank account with HDFC Bank.
  • You have an HDFC Bank Credit Card.
  • Net banking has been activated for the HDFC Bank bank account/Credit Card in question.

Step-by-Step Guide to increase your HDFC Bank Credit Card Credit Card Limit.

Time needed: 30 minutes.

How to increase your spending limit of your credit card.

  1. Login to the HDFC Bank Netbanking portal

    a. Go to the https://netbanking.hdfcbank.com/netbanking/.
    b. Login with the User ID/Customer ID, IPIN/Password, and Secure Access Image/ Message.

  2. Navigate to the “Cards” section of the Netbanking Portal

    a. Click on the “Cards” section of the portal.

  3. Go to the “Request” Section on the side bar, and then select “Credit Limit Enhancement”

    a. On the left sidebar, under “Credit Cards, click on the “Request” option, to open/toggle further options.
    b. Scroll down, and select the “Credit Limit Enhancement”.
    c. In the main screen, now, from the drop down menu, choose the card which needs the credit limit enhancement, and click “Continue”.

  4. Choose the new desired Credit Limit

    a. In the next screen, you will see the card number, current credit limit, and eligible limit.
    b. In the final field, you will note a box, where you can enter the new desired credit limit. Enter the amount (this of course, should be less than, or equal to the eligible limit amount.
    c. Click “Continue”.

  5. Confirm the revised Credit Limit

    a. In the next screen, verify the details, most importantly the revised credit limit desired.
    b. Click “Confirm”.

  6. Done! The Credit Card Spend Limit has been immediately.

    a. The credit limit is updated immediately.

Conclusion:

So, that is it. These are all the steps you need to update/enhance your HDFC Bank credit card limit. This enhanced limit amount can be utilised immediately for any spends.

Check out other how-to guides, and info-wiki articles on webnotes.in. 

How to generate and download HDFC Bank Deposit Slip

How to download HDFC Bank deposit slip
How to download HDFC Bank deposit slip

Introduction :

This article lists the steps to get an soft copy of the HDFC Bank deposit slip. You can get two versions of the deposit slip, either (a) pre-filled, OR (b) blank HDFC Bank account deposit slip ..

Before you start to download the Bank Deposit Slip

We assume the following:

  • You have a bank account with HDFC Bank
  • You have net banking facility activated for the HDFC Bank bank account in question.

Step-by-step guide to generate and download the HDFC Bank Deposit Slip

Time needed: 15 minutes.

Step-by-step guide to generate either (a) pre-filled , or (b) blank deposit slip ..

  1. Login to the HDFC Bank Netbanking portal

    a. Go to the https://netbanking.hdfcbank.com/netbanking/.
    b. Login with the User ID/Customer ID, IPIN/Password, and Secure Access Image/ Message.

  2. Navigate to the appropriate tab under the “Request” section under “Accounts”

    a. Under “Accounts”, click on “Request” to expand the option, and choose the “Download Deposit Slip” option..

  3. Choose the type of the Deposit Slip needed

    a. Choose the type of deposit slip needed. viz. whether (i) Blank Deposit Slip, or (ii) Pre-printed Deposit Slip/Pre-filled Deposit Slip
    b. If you desire Pre-printed Deposit Slip, then you can choose the bank account number from the drop down list in the “Select an account” option.

  4. Accept the terms and conditions.

    a. Here, click the checkbox, indicating that you accept the terms and conditions.

  5. Click “Download”

    Next, click “Download” to download a PDF copy of the deposit slip, that may be printed, and used, while performing the in-person transactions at the HDFC Bank branch.
    Sample of the same is below HDFC Bank Deposit Slip

  6. Done!

    You now have a PDF copy of the deposit slip, Feel free to print multiple copies, and/or take photocopies of the same to use in the branch for in-branch transactions.

Conclusion.

So, that is it. These are all the steps you need to generate the deposit slip, that can be used for all your in-branch physical transactions at the Bank.. You may printout a copy, and then use photocopies to use at the branch, whenever you next visit for in-branch transactions. Now, there is no frantic search for the slips, when you step into the branch. You may fill in the slips in the convenience of your home, and visit the branch for the transaction only.

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