How do I transfer shares from my Geojit demat account to another broker account?

You can transfer shares from your Geojit demat account to another Geojit demat account in two ways:

1. Use a Delivery Instruction Slip (DIS). The slip must be submitted at one of our branches.

2. Use the SPEED-e (for NSDL accounts) or Easiest facilities (for CDSL accounts)

How to transfer shares using a DIS ?

Please note : Client should add the beneficiary details (target account) in DP before processing the DIS for share transfer.

Step 1. Submit the duly filled and signed slip at a branch.

Step 2. You will receive a call from Geojit for confirmation if required.

Step 3. You will receive a confirmation link from your Depository (NSDL/CDSL) on your registered mobile number and email ID. This is to authorize the off-market transfer before the deadline time.

Step 4. The link will redirect you to the NSDL/CDSL e-Services website, where you will be required to: 

     i. Enter your PAN/Demat Account Number

     ii. Check the shares and quantity to be transferred.

     iii. Submit the request and validate it with an OTP.

On successful processing, you will be able to view these shares in the respective demat account from the next business day.

A sample slip is given below:

• Fill in the Date
• Tick (✔) For Off-Market Trades 
• Tick (✔) Inter Depository Instruction (applicable  if you are transferring shares from an NSDL Demat account to CDSL demat account or vice versa)
• Fill in the Target DP ID, Client ID, DP Name (Geojit Investments Ltd)
• Fill in the Reason Code:  Please refer to the attached NSDL/CDSL excel files (based on where your demat account is held) to find the code related to your transaction type. 
• Fill in the security details: ISIN, Security Name, Quantity, No. of ISIN to be transferred, and Phone No.
• Signature of all account holders

Please contact your branch for any assistance in filling the slip.