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How to Download my Demat Holdings Statement?

11 Sep 2023

Stocks held by investors in their Demat accounts are called Demat Holdings. As these shares are traded electronically, they are held in a dematerialized form. Physical shares can also be converted into electronic formats. A Demat account has numerous benefits over physical share trading which has become got outdated. Statement of demat holdings provide the investor with a detailed view of stocks traded and their values. Stock holding in demat accounts ensures safety and security to individuals and transparency while disseminating information about these in demat holdings statements.

When shares are purchased on stock exchange, it takes over two working days for the transfer to take place and get reflected in your account. The Depository Participant (DP) or the broker acts as an intermediary in the process. He will get the shares in a Pool Account and after verifying for fund clearance, the shares get transferred to your account. These are known as DP Holdings. Once a holding is transferred to the account, the investor is the sole owner and fully entitled to take any action deemed fit. Viewing and downloading the demat holding statement is quite simple.

In the realm of financial investments, keeping a pulse on your holdings is paramount. Whether you're tracking your stocks, bonds, or other securities, the ability to retrieve this information efficiently is crucial. In this blog, we'll analyse the step-by-step process to effortlessly download your Demat holdings statement, empowering you to make well-informed decisions about your investments. 

  • The Basics About Demat Accounts

Once you own shares, that is, if you have traded on the stock exchange and bought stocks and shares, they are held in electronic formats in a demat account. This ensures that your stocks are held with security in mind, and all in one place. Typically, demat accounts are online accounts, and you can view your own demat account activity online. Demat accounts can be opened with a broker or the demat department of your bank. However, you may want a stock statement of your shares held in the account. This is also available online and can be acquired easily. 

  • What are your demat account holdings?

In the event you buy stocks with the use of your demat and trading accounts, and don’t sell them off immediately on the same day, these are called holdings. In effect, they are the shares you hold in your demat account. As you know, a demat account is an electronic store of all the securities you own. It is but natural that you should be able to generate information of all the stocks held by you. Just as you get a bank account statement of the amounts of cash held in accounts, and transactions, if any, your demat account holdings statement gives you the details of activity pertaining to your demat account holdings. Holdings can also be termed “assets”.

  • Understanding Stock Holding Statements 

There are various related aspects to opening demat accounts and knowing about these can help you to understand how demat accounts function. Basically, a DP acts as a middle person between customers and stock exchanges. If you want to buy stocks from an exchange, you have to place an order for the same with your DP. Once the shares are bought, they get transferred to the pool account belonging to the DP. Then they are sent into your demat account. The process takes around T (trading day) + 2 working days. However, according to a new SEBI regulation, it could take T + 1 day as well (circular dated 7 September 2021). 

After shares have been placed in your demat account, there is a statement which tells you how many shares were bought and which you now hold. Hence, the statement acts as valid proof of your stock ownership. This also assures you that the DP isn’t holding your rightful shares in their pool account. The statement is a secure way for you to know that your bought stocks remain with you.

  • How to download the demat holding statement?

To download the demat account holding statement, go to the trading platform/ application that you use. Click on the 'Portfolio' tab. A new window with all the requisite details will be promptly displayed. You can see the total number of holdings, names of each individual holding, the quantity, closing price and current value. There are also options to download the holding statement in a PDF format. Usually, the broker sends a demat holding statement on a quarterly basis to the registered email Id.

  • What's a Depository Participant?

Essentially, a DP or a depository participant is a registered entity who can open a demat account on the shareholder’s behalf. Much like a bank can open a bank account on a customer’s behalf, a DP is an official authority that has to have the right to open a demat account. Typically, a  Depository participant is a bank or a brokerage firm registered with either CSDL or NSDL. You can check the list of the depository participants online and then select the one's that offer the most competitive services. It's advised to first compile a list of all brokerage firms that offer services and then select the one most suited to your requirements.

Mainly, brokerage firms are of two types: discount and service. The product offerings of discount brokerage firms are equity and derivatives. It engages in trade as per the customer's wish. Service brokers also offer other investor services like consultancy, advisory, mutual funds, insurance, IPOs etc. In case you are unable to view or download the demat holding statement, contact the DP. In certain circumstances, depending on your DP, a stock holding statement may be sent to you by default. Usually, the stock statement format is standard and straightforward with any DP you choose, and can be read in an easy manner, with your holdings listed in a comprehensive way.

  • Demat account opening process:

Demat account can be opened anytime by just following these simple steps:

1. Get in touch with a depository participant (DP)

2. Submit the completed account opening form provided by the DP along with all the KYC (Know your Customer) details. A photocopy of PAN card, address proof and bank account details also need to be submitted to the depository participant.

3. DP initiates a verification process upon receiving all documents.

4. On the completion of the verification process, the depository participant opens the Demat account on your behalf.

Conclusion

Viewing a holding statement is a one-click process. Just visit the website and click on the portfolio tab. Once you have downloaded the holdings statement, you can check your investments and returns thoroughly and plan your next move.Online Demat account provides multiple benefits including the ease to download demat holding statement whenever you want.

You can also use the statement to compare your portfolio performance to the market average. In addition, you can use the statement to assess the health of your investments and make informed decisions about your future investments as a result. 



Related Articles: How to Open a Demat Account Without a Broker | Factors to Keep in Mind While Opening a Demat account | Factors to Consider When Opening a Demat Account 

 

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