Zerodha

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

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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]

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[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

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

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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!