• +91 33 6628 0000
  • info@eurekasec.com

Account Opening

Anyone who is a resident of India, Hindu Undivided Family, NRI, proprietary firm, partnership firm, or a company can open a trading account with Eureka.

Opening an account with Eureka is very easy. There are 4 ways in which you can open an account with us:

Phone: Call us at +91 33 66280000 and our executive will fix up an appointment with you to complete the formalities, at your convenience.
Walk-in: Just walk-in to any of our branch and we will take care of it. To know the locations of our branches, click here.
Email: Drop us an email with your name and contact number at info@eurekasec.com and we'll call you back.
Online: Visit us on www.eurekasec.com. Click on 'Open an Account'. Fill up the Online Account Opening form.
You can call us on +91 33 66280000 in case of any queries. Our executives will help you fill out the online account opening form

The following are the list of documents required:

Proof of Identity : Copy of PAN Card
Proof of Address : Copy of any one of the following (Self Attested)
Passport / Ration card / Voter's ID / Driving license / Electricity bill (not more than 2 months old) / Landline Telephone Bill (not more than 2 months old) / Bank Pass Book
Bank Proof : Copy of Bank Pass Book or Personalized Cheque leaf (For Existing Bank Account Holders Only)
Latest Photograph : (Single copy)

We do not charge anything for opening an account with us.

After you have submitted the relevant documents, we will send you the Welcome Kit with details of your Client ID and Password within 7 working days.

You get a Welcome Kit when you open an account with us.

Only Trading Account You get a welcome letter which has the following information:
Your Unique Client Code
Details of the relationship manager assigned to you
Your Username and Password for online trading
Only Demat account You will get a DI Slip book along with a welcome letter which has the following information:
Your account number
Status of your DP account
The slip numbers
Both Trading and Demat Account
You will get everything mentioned in point 1 and 2.

You can start investing with a Minimum Margin of INR 10,000 in the form of cash/shares. Thereafter, depending upon the nature of trades and amounts involved, you shall be updated with the margin requirements from time to time.

If you opt for our offline trading mode, you can continue using your existing demat account. In order to use our Online Trading Platform, you will be required to have a demat account with Eureka.

You should receive your Welcome kit within 7 working days from the day all your formalities have been completed and verified.

In case you have filled in a form incorrectly, you can contact your relationship manager and he/she will guide you. If you are asked to refill the form, you can either collect a new form from us or download it online.

You can get in touch with our help desk at any time via the following ways:

Mail us at : info@eurekasec.com Call us at : +91 33 66280000

Bank Account & Fund Transfer

You can have a bank account with any of the banks. There is no restriction. In a rare case, if any problem arises our executive will inform you of the same.

You can link upto 3 bank accounts with your trading account.

The various channels of fund transfer are: Cheque
Our online secured payment gateway
RTGS/NEFT
You can get details about RTGS/NEFT in your My Eureka account.

You can transfer funds online through our secured payment gateway on our trading portal or through RTGS / NEFT.

Yes you can issue a cheque in the name of “Eureka Stock & Share Broking Services Ltd”. Your trading account will reflect the amount once the cheque is cleared.

Online Trading – Eutrade

Yes you can easily trade online through our online trading platform EuTrade.

It's very simple. You just need to fill a Segment Activation Form, in case you have not opted to enable IBT (Internet Based Trading) while opening an account with Eureka. You can download the Segment Activation Form online from 'Downloads'.

If you have filled the Segment Enablement form to activate IBT, you are an online customer. In case you do not remember you can call us at +91 33 66280000 and our executive will inform you.

No, you need to open an online trading account with us in order to trade online.

EuTrade is our secured online trading platform through which you can trade in various investment avenues.

We will send you a Login ID and Password on your registered e-mail address, once your account gets activated and all the formalities are completed. In case you have not received your username & password you can call us at +91 33 66280000 and our executives will help you.

You can add 20 scrips to a market watch. However, you can have multiple market watch to track a number of scrips.

No, you can view the NSE and BSE scrip rates in the same watch list.

We offer you a gamut of products and services like Equities, Derivatives, Currencies, Commodities, Mutual Funds, IPOs and many more. You can see our entire range of products and services on our website.

Yes. Our highly qualified and experienced research and advisory team recommends stocks and other investment products. We also publish a variety of reports to guide you with your decisions. You will get various research reports with trading ideas and views on your registered e-mail id. Alternatively, you can also log in to your My Eureka Account to view the same.

If the order is squared off the same day it is considered as an intraday transaction and intraday brokerage charges will be applicable.

When you click the Buy Order/ Sell Order link on the Top under 'Options', a pop-up opens. There you can select any one among the four Order Types - Limits, Market, SL-L (Stop Loss- Limit), or SL-M (Stop Loss- Market). You can use Stop Loss option while placing a fresh order as well as a square off order.
While placing a Stop Loss order you need to quote a trigger price at which the order will be executed. In case of Buying/ selling a share using Stop Loss option, if the market hits the trigger price, stop loss order is executed and a market order is placed to buy/sell the shares respectively at a price between the Trigger and Order price.

When the shares are short sold, they should be covered on an intraday basis. Otherwise they will go in the auction market and will be purchased on behalf of the client and delivered to the actual buyer. To carry on the auction procedure 150% of the amount should be blocked in your account. The same will be reversed subject to the debit of the actual auction charges.

You can check your order status at various intervals:

Pending orders: You can check your pending orders by clicking on 'Order Book' under 'Options' at the top of your online trading page.
Executed but not delivered orders : You can check your orders that are executed but has still not been delivered by clicking on 'Trade Book' under 'Options' at the top of your online trading page. It takes 2 days for the shares to be delivered to your account.
Delivered orders : You can check the delivered orders and all your holdings by clicking on 'Holdings' at the top of your online trading page.

It is a 2 step verification process that a client has to provide to access his/her trading account. The 2 factor authentication process that Eureka has incorporated include:

Secure Access Image
OTP ( One Time Password)

2FA adds an additional layer of security to client's trading account.

OTP is a one time, auto generated password that is sent to the client's registered mobile number every time he/she tries to log into his/her trading account.

Eutrade Password

When you have logged into your account you will see a 'Change Password' option under the tab 'Account' on the top. Click on to it and change your current login and transaction password.

Your password expires in every 90 days. When you login into your account, after you put your password a pop up will show that your password has expired. The OTP page will open where you enter the password received on your registered mobile number. The change password page will automatically open. You can then change your current login and transaction password.

Password should be alphanumeric, it should have atleast 1 Alphabet and 1 Number
Change password should not be the same as the last password used.
Customer login id and password should not be the same
Password should be of minimum six characters and not more than twelve characters for CTCL / IBT / STWT; and minimum eight
characters and not more than twelve characters for Algo.

If you forget your password, click on to 'Forgot password' link that shows once you enter online trading login page.
Enter your User ID, registered e-mail ID and PAN number and click Submit.
If all the three details match, a login password and a transaction password will be sent to your registered e-mail ID.
Thereafter, you can change your password

You will definitely receive an e-mail if all the details provided match our records. In case you do not receive your e-mail even after 5-10 minutes, you can call us at +91 33 66280000 (Ext. 199) and our executives will help you..

Three incorrect attempts will lock your account.

If your account has been locked, you need to call our admin at +91 33 66280000 (Ext. 199). They will then send you a new login password and a new transaction password on your registered e-mail ID. Thereafter, you can change your password

Call & Trade

You will be assigned a trader/ dealer, and his/her number(s) will be provided to you. Alternatively you can call our traders/ dealers at +91 33 66280000.

Our Dealers will verify your identity before placing or modifying any order. So, you can be rest assured that call & trade is a completely secured option.

Yes, rates can be confirmed using Call & Trade.

Yes, you can trade in all scrips offered by Eureka except for certain Penny Stocks & Suspended Scrips. You can see the list of Penny stocks by logging in to your My Eureka account.

Yes you can forward the orders of T2T till 3:30 PM.

There are no charges for availing Call & Trade facility.

Yes there is no restriction on the number of orders that you can place per call.

Yes you can immediately see your order on the online trading portal after placing orders through Call & Trade. However, in the Back Office you can only see it at the end of the day.

Yes you can inquire regarding registration / limits / position etc to a Call & Trade dealer.

No. For queries regarding trading / DP account / Pay in / Pay out etc. please contact our customer care at +91 33 66280000. You can also send us an e-mail at care@eurekasec.com.

My Eureka

Your trading code is the user ID for My Eureka. For first time login you need to click on 'Forgot Password' and follow the process:

Enter your trading code & your PAN No and click Submit
If both the information provided matches with the record, a password will be sent to your registered e-mail id
Login in to My Eureka using the password sent on your registered e-mail
The change password page will open automatically
Thereafter, you can change your password

Yes. We now have 'My Eureka' which is a single login to access your account details, trades and balances online. You can visit www.eurekasec.com and login to your My Eureka Account.

You can see your statement and account activities through our Back Office reports available in your My Eureka account. Once you login to My Eureka you can access back office reports, research reports and your account summary as well.

You can check trading ledger balance and demat holdings in your My Eureka account.

Yes you get all your contract notes and account statement online through My Eureka login. You can generate Contract notes for the present and previous fiscal year. We will also be e-mailing you the contract notes separately for every transaction you make.

Login to your 'My Eureka' account. On the top left go to 'Back Office' > 'E-contract' where you will get a list of your contract notes. Click on the Contract note to print. In case you are not able to print it from there, you can call us at +91 33 66280000 and our executives will help you.

My Eureka Password

When you login into your 'My Eureka' account, you will see the option to change your password on the top right, under the tab 'Utilities', as well as on the bottom right of the page When you click on “Change Password” you can enter your old password and change to a new password.

When you login using your expired password, you will automatically be redirected to the' Change Password' page where you can reset your password.

Minimum 8 characters atleast 1 Alphabet, 1 Number and 1 Special Character
Change password should not be the same as the last password used.
Customer login id and password should not be the same

Click on My Eureka login, on the right, when you enter www.eurekasec.com
Click on Forgot password
Enter your trading code &your PAN No and click Submit
If both the information provided matches with the record, a password will be sent to your registered e-mail id
Login in to My Eureka using the password sent on your registered e-mail
The change password page will open automatically
Thereafter, you can change your password

Three incorrect login trials will lock your account

Once your account is locked, you will have to generate a new password using the 'Forgot Password' process as mentioned in the above question.

Equity

The different types of orders that can be placed are as follows:

Normal Order : When you sell shares it will be automatically adjusted against the shares bought by you earlier or shares already in your DP. Cover Order : It is a facility provided by Eureka where two orders will be accepted at the same time, one being a normal order and second a stop loss order with a trigger price. E.g. - If you place an order to buy 100 shares of ITC at Rs. 353, you can simultaneously, place a sell order at Rs. 350 to restrict your losses. In case ITC does not reach Rs. 350, this order will be automatically cancelled at the end of the trading day. Please note that you need to mention a trigger price at which stop loss will be released in the system. Stop Loss Order : It is an order placed, which gets activated only when the market price of the relevant scrip reaches or crosses a threshold price, which is called trigger price. Until then the order does not enter the market but sits with the NSE.

You can add scrip in your watch list after selecting the exchange as BSE or NSE. Once the scrip is added, you can place orders by directly pressing F1/F2 or selecting "Buy Order / Sell Order" option under 'Options’ at the top of your online trading page.

All orders placed by customers are received through Exchange certified software. The notes are exactly as the orders placed by the client, without any changes. These orders then pass through the Broker’s Risk Management System to check the availability of Margin in Customer’s ledger. Once approved, they are pushed to Exchange platform for execution containing the rate, time stamp and client code as uploaded with the exchange.

DAY TRANSACTION DAY PARTY WITH  OBLIGATION ACTIVITY
1 T Customer Buys share of a company
2 T+1 Customer Funds paid by customer to Eureka for the shares purchased
3 T+2 Eureka We transfer funds to the stock exchange
3 T+2 Stock Exchange Stock Exchange transfers shares to us
4 T+3 Eureka Shares that were purchased are now reflected in customer’s Demat Account and are available for delivery trade
DAY TRANSACTION DAY PARTY WITH  OBLIGATION ACTIVITY
1 T Customer Places a sell order to sell the share lying in the Demat Account
2 T+1 Customer Shares to be sold should be available in the Demat Account with Eureka
3 T+2 Eureka We transfer shares to the Stock Exchange
3 T+2 Stock Exchange Stock Exchange transfers funds to us
4 T+3 Eureka Funds are then reflected in the customer’s trading account

There are no counter party positions created by the broker.

Yes, there is Proprietary Book Running at Eureka.

All the mark to market calculations of clients are maintained at brokers’ end during trading hours in accordance with exchange regulation calculation rules in the certified software.

Yes, all orders that are entered by clients are going to the exchange. There is one single order book maintained by the exchange for all brokers and all clients.

All trades are time stamped at the time of entry to the exchange system and are given a unique code. Further, same timestamp and unique code is given on the contract note by the broker. If a client wants to verify the trade on the exchange platform, he can enter the unique code number on the internet facility given by exchange and check the respective trade details.

Clients can opt to get either physical contract notes or electronic contract notes (ECN). If a client chooses ECN, a digitally signed contract note is delivered to his/her registered e-mail address after every trade by the end of that day. If a client registers for a physical contract note, the same is delivered to his postal address within 24 hours of placing a trade. If a client is registered for IBT, he/she receives an ECN by default.

No, you cannot sell the shares at another exchange. Shares bought at NSE under BTST cannot be sold at BSE or vice versa.

After Market Order

AMO or After Market Order is a facility through which clients can place order even after the trading hours of a particular day.

Yes, you can place an AMO for commodities as well.

To place an AMO on EuTrade, click on the scrip and press Ctrl+F1 to buy or Ctrl + F2 to sell. You will see that the title of the window that opens says "After Market Order".

No. AMO option is only available for Internet Based Trading. Those you trade online through EuTrade can place After Market Orders.

You can place an AMO anytime from 4:00 PM to 9:14 AM. The trade will be executed as soon as the markets open at 9:15 AM.

An AMO can be placed within a price band of +/- 5% of the closing price at the end of the day.

Buy Today Sell Tomorrow

Buy Today Sell Tomorrow is a facility that allows clients to sell shares even before receiving its delivery from exchange. This provides additional liquidity to the clients.

Brokerage would be same as per the normal delivery brokerage. There will be no additional charge apart from normal brokerage.

No, under BTST you can sell shares only in the exchange through which you had bought the shares.

You can sell 100% of the shares bought by you in the previous settlements till the payout date of the buying settlement in BTST.
For example - Suppose you have bought 100 shares of BHEL on T Day. The settlement day for this buy transaction is T+2 Day. You can sell these 100 shares of BHEL under BTST either on T+1 Day or on T+2 Day.

NRIs are not permitted to opt for BTST.

Mutual Fund

Mutual Fund transactions are of two types:
Commercial and Non Commercial.
Commercial transactions offered by Eureka are:
Purchase/Additional Purchase.
Redemption
Switch
Systematic Investment Plan
Systematic Transfer Plan
Systematic Withdrawal Plan
Capital Appreciation
Non Commercial transactions offered by Eureka are:
Physical to Demat conversion
Nomination Request
Bank Updation
Transmission

You can transact in Mutual Fund via physical as well as demat mode.
However, some schemes like ETFs are compulsorily allotted in demat mode. Hence to transact in such a scheme you need to have a Demat Account linked to your trading account.

Offer document is a prospectus that contains useful information and is required to be given to the prospective investor by the Mutual Fund. Things to carefully read in the offer document are : Date of issue, Minimum Investment, Investment objective, Investment Policies, Risk Factors, Past Performance data, Fees & Expenses, Educational qualification and work experience of Fund Managers, Tax Benefit and Pending litigation and penalty imposed.

In case of winding up of a Mutual Fund, the unit holder is paid based on the prevailing NAV (after adjusting expenses) and is entitled to receive a report containing necessary details relating to winding up by the Mutual Fund.

Yes, the tax applicable is Security Transaction Tax i.e. STT (which is 0.25%) and is applicable only for redemption of equity linked mutual fund schemes.

Exit load varies from scheme to scheme and is calculated based on the NAV of the scheme. It usually lies between 0.25 to 2% of redemption value. Some funds do not charge exit load and are called 'No Load Funds'.

STATUS OF PAN ACTION TO BE TAKEN BY CLIENT CAN/CANNOT INVEST IN MF
Verified by CVL KRA NIL Can invest in all Mutual Funds
MF - Verified by CVLMF* Complete KRA by submitting the modification form along with the documents to an AMC wherein you have investments Can invest in existing Folios only
Rejected - Present in NDML PAN status to be checked on https://kra.ndml.in/ Can invest in all Mutual Funds if status is "KYC Registered"
Rejected - Present in DOTEX PAN status to be checked on https://www.nsekra.com/ Can invest in all Mutual Funds if status is "Approved"
Rejected - Present in CAMS KRA PAN status to be checked on https://www.camskra.com/ Can invest in all Mutual Funds if status is "Verified"
Not Available Submit documents to any intermediary for KRA registration Cannot invest in MF
STATUS OF PAN ACTION TO BE TAKEN BY CLIENT CAN/ CANNOT INVEST IN MF
KYC Registered/ Verified/ Approved with KRA KRA registration has been successfully completed. Can invest in all MFs
KYC Registered with CVLMF Complete your KRA by submitting the modification form for KRA registration Can invest in MF in existing folios only
Submitted with KRA Intermediary has processed the KRA documents submitted by you Cannot invest in MFs
Under Process with KRA KRA is under process with the KRA agency Cannot invest in MFs
On Hold with KRA Due to incomplete documents / IPV pending / Docs not received by agency etc, KRA process is on hold by the KRA agency. Cannot invest in MFs
Rejected by KRA** Please contact the intermediary to whom the documents have been submitted to confirm the reason for rejection Cannot invest in MFs
Deactivated PAN is de-active Cannot invest in MFs
Old KYC Record Please complete your KRA by submitting the modification form for KRA registration Cannot invest in MFs
Not Available Submit your documents to an intermediary for KRA registration Cannot invest in MFs

Mutual Fund KYC (Know Your Customer) is a customer identification process and it is mandatory that all customers investing in mutual funds need to comply with the KYC requirements, irrespective of the investment amount.
You need to download and fill up the KYC application form from our website, support it with the approved documents and submit it to us.

Once your KRA registration is complete and the status of KYC is "KYC Registered / Verified / Approved with KRA" on KRA Website, get in touch with our help desk for updation of KRA in our records via the following ways:
Mail us at : care@eurekasec.com
Call us at : +91 33 66280000

If you have a demat account with Eureka, you need to fill in a Conversion Request Form for Demat of Existing Mutual Fund Units and submit it to our office along with the latest statement of holding.

If you have a demat account with Eureka, you need to fill in a Reconversion Request Form of Mutual Fund Units and submit it to our office.

If you have a demat account with Eureka, you need to fill in a "Repurchase / Redemption Form – DP" and submit it to our office.

You can get in touch with our help desk at any time via the following ways:
Mail us at : care@eurekasec.com
Call us at : +91 33 66280000
They will guide you through the process

IPO

IPO Transactions can be viewed on My Eureka Portal.
Under the 'Menu option', go to 'Primary Market' > 'IPO' > 'IPO Transactions'

Once you have placed your order successfully, you cannot modify your transaction.

It can be viewed on My Eureka Portal.
Under the 'Menu option', go to 'Primary Market' > 'IPO' > 'IPO Transactions'
Here you can find the accepted/rejected status and reason for the rejection, if rejected.

The allotted shares status can be viewed on My Eureka portal.
Under the 'Menu option', go to 'Depository' > 'Holding Statement'

Clients can find out about new IPO issues available, via:
E-mail and SMS, if registered for mobile alerts
Calling at + 91 33 6628 0000
My Eureka Portal

It can be found on the website of SEBI and the corresponding BRLM's website. Alternatively, for reference you can visit any of our branches.

Depository

Opening a demat account with Eureka is very easy. There are 4 ways in which you can open an account with us:
Phone Call us at +91 33 66280000 and our executive will fix up an appointment with you to complete the formalities, at your convenience.
Walk-in Just walk-in to any of our branch and we will take care of it. To know the locations of our branches, click here.
Email Drop us an email with your name and contact number at info@eurekasec.comand we'll call you back.
Online Visit us on www.eurekasec.com. Click on 'Open an Account'. Fill up the Online Account Opening form.
You can call us on +91 33 66280000 in case of any queries. Our executives will help you fill out the online account opening form.

The following are the list of documents required to open an account:
Proof of Identity Copy of PAN Card
Proof of Address Copy of any one of the following (Self Attested)
Passport / Ration card / Voter's ID / Driving license / Electricity bill (not more than 2 months old) / Landline Telephone Bill (not more than 2 months old) / Bank Pass Book
Bank Proof Copy of Bank Pass Book or Personalized Cheque leaf (For Existing Bank Account Holders Only)
Latest Photograph (Single copy)

 DESCRIPTION  PLATINUM  NEW CLASSIC  NEW STANDARD
Annual Maintenance Charges 240 P.A. 360 P.A. 480 P.A.
 Transaction & Interdepository Charges (Market)
Eureka CM 10 15 20
Brokers Having CM A/C with Eureka DP 20 20 20
Outside Eureka DP CM 0.01% OR 20 whichever is higher
Off Market / Interdepository Charges 0.01% OR 25 whichever is higher
 Pledge
Creation 40/- per transaction
Closure 10/- per transaction
Invocation 50/- per transaction
 Other Charges
Demat Request 5 per certificate. Min 75 per request
Demat / Remat Rejection 50/- per rejection
Remat Request 15 per 100 SHARES. Min 100 per request
Additional Booklet 30 per booklet plus courier charges, if any (at actuals)
Freeze/Defreeze 25 per instance
Holding/Transaction Statement Charges 5 per page or 25, whichever is higher
 Categories Defined
STANDARD SCHEME NON TRADING CLIENTS OF EUREKA
CLASSIC SCHEME TRADING CLIENTS OF EUREKA WITHOUT POA & ECN
PLATINUM SCHEME APPLICABLE TO TRADING CLIENTS OF EUREKA WITH POA & ECN FACILITY.

NOTES

1. The above schedule is effective from 1st April 2015 and supercedes all previously applicable rates to all categories of clients.

2. Cheque/Demand Draft should be in favour of "Eureka Stock & Share Broking Services Ltd."

3. Clients must ensure that their name, Client/BO ID and Bill number is written behind every cheque/DD deposited by them.

4. All charges are exclusive of Service Tax. Taxes and other government levies will be charged extra as applicable from time to time.

5. Above rates are based on NSDL/CDSL/SEBI Charges and may be revised upon revision by NSDL/CDSL/SEBI.

6. Cheque dishonour charges ` 100 (Min) or actual plus service tax.

7. Interest for late payment will be charged @ 1.5% per month from the due date.

8. In case of any debit balance in Client's name existing with Company, DP is authorized to refuse to accept any type of instruction relating to transfer of shares from client's account, till the clearance of such dues and the DP services are liable to be discontinued within a period of 30 days from the date of demand. The renewal charges for resuming the services will be 100.

9. Franking/ Stamp charges will be applicable extra.

10. In case of any upward revision of Transaction charges, 30 days notice will be given which shall be treated as sufficient notice.

11. The AMC will be charged on prorata basis from the month of account opening. Subsequently, it will be charged annually in the month of April.

12. Except for the month of April, an amount of 250 (non adjustable/ non refundable) will be charged for each scheme change request. The new scheme will be applicable from the following month in which the scheme is changed without adjustment of previous bills.

13. Any service not quoted above will be charged separately.

14. AMC will be charged in advance at the time of opening the account.

15. Additional account maintenance charges for corporate account – 500 P.A. with scheme applied.

16. Same Day DIS for Same Day Pay?in (upto 10.15 AM at clients own risk & on best efforts basis) – 100 per transaction.

There is no restriction on the number of Demat accounts a person can hold.

No. You have to open different demat accounts for different ownership patterns in which the securities are held in the physical form e.g. if one share certificate is in individual's name and another certificate is jointly held with his/her spouse name, two different accounts needs to be opened.

In a case where there is same combination of name but different sequence on physical certificates (for example, some certificates has husband as first holder and wife as second holder and other set of certificates has wife as first holder and husband as the second holder) one can open only one demat account with husband and wife as account holders. The physical certificates with different sequence of names can be dematerialised in the same account by filling an addition 'Transposition Form' which will enable the change in the sequence of names.

Yes. If an account holder authorises another person to operate his/her account by signing and submitting a Power of Attorney to the DP; then both the account holder & POA holder can operate that account.

No. Names of the account holders for a depository account cannot be changed.

One can change his/her address/phone number/bank details with Eureka by filling a 'Change Request Form'. The form can be collected from any of our branches or can be downloaded online from 'Downloads'. Along with the form the following documents need to be submitted for verification:
Identity Proof
Proof of new address/phone number/bank details

Yes. One can close the demat account with a DP and transfer all his/her securities to a demat account with another DP

Dematerialization will normally take about 30 days.

In the event of death of one of the joint account holder, the surviving holder(s) need to submit a 'Transmission cum Demat Form' along with the notarised death certificate of the deceased joint holder to Eureka, for transmitting the securities. The account of the surviving holder(s) should have their names in the same sequence in which the names appear in the joint account that is being closed.

Yes. One can dematerialize and hold all such investments in a single demat account.

Customer sells securities in any of the stock exchanges through a broker;
Instructions are given to DP to debit his account and credit the broker's (clearing member) account before the deadline time specified by the DP;
Before the pay-in day, the broker gives instruction to DP for delivery to clearing corporation;
The broker receives payment from the stock exchange (clearing corporation);
Customer receives payment from the broker for the sale of securities.

One purchases securities through a broker;
Payment is made to the broker who arranges payment to clearing corporation on the pay-in day;
Broker receives credit of securities in his clearing member account on the pay-out day.
The broker gives instructions to his DP to debit his clearing member account and credit customer's account;
The customer receives shares into his account.

The broker is expected to transfer the securities to customer's account within two working days or four calendar days, whichever is later, after securities are received in its clearing member account, provided customer has made the requisite payment to the broker.

Yes. If one wants to reconvert his/her securities in physical form, he/she needs to contact his DP for rematerialisation of the same.

The company whose shares you hold receives the details of the beneficiary holders and their holdings from the Depository. Your DP sends your details to the Depository. The dividend / interest or other cash entitlements are made by the company through ECS (Electronic Clearing Service) facility into your bank account or by issuing warrants on which your bank account details are printed.

The company whose shares you hold receives the details of the beneficiary holders and their holdings from the Depository. Your DP sends your details to the Depository. The bonus shares or other non-cash entitlements will be credited by the company directly in your demat account.

Investors will have two options to confirm that bonus/rights entitlement is credited into their account:
An allotment advice is sent by the Issuer/it's R&T agent for bonus/ rights entitlement
Also the Transaction Statement from the DP will show the bonus/ rights credited into your account.

The procedure is as follows:
Both you (Pledgor) as well as the lender (Pledgee) must have depository accounts; You have to initiate the Pledge by submitting the details of the securities to be pledged to your DP ; The Pledgee has to confirm the request through its DP. After creation of the Pledge request, you may inform the Pledgee to confirm the request; Once this is done, your securities are pledged. All financial transactions between the Pledgor and the Pledgee are handled as per usual practice outside the depository system.

After repayment of your loan, you can contact your DP for closure of pledge. Simultaneously, the Pledgee, on receiving the repayment, will instruct its DP for closure of the Pledge.

NRI

An NRI who wishes to invest in shares and securities needs to register or open the followings as under:
KYC has to be registered with KRA (not required if already registered with NDML or CVL for Trading Purpose)
Demat Account with Depository Participant for Holding Shares and securities.
Trading Account with Authorized registered Broker of Exchanges (NSE, BSE etc.)
PIS Account with Designated Bank and Branch approved by RBI for Pay-in and Pay-out.
NRE/NRO Account for routing investment through PIS Account.

An NRI can open a Demat account with any of Depository Participants of NSDL or CDSL. Eureka is a Depository Participant of both NSDL & CDSL.

An NRI can open only one account for investment under PIS (Portfolio Investment Scheme) through Eureka.

Your PIS Bank account is linked with the Trading account.

You can become a customer of Eureka by opening a Trading and Demat account with us. You can open an account online by clicking on 'OPEN AN ACCOUNT'. Alternatively, you can Download the form from Downloads and submit the filled form in one of our branch or send it to us by post along with all the required documents.

You require the following documents to open an account with Eureka.
Photocopy of NRI PAN Card (Self Attested)
Photocopy of Valid Passport (all Pages) - duly endorsed by Notary Public.
Photocopy of Visa (Total details of Entry & Exit) - duly endorsed by Notary Public.
Photocopy of Foreign Address Proof- duly endorsed by Notary Public.
Photocopy of Indian Address Proof - duly endorsed by Notary Public.
Current 3 Months Bank Statement (NRE / NRO Savings account) - Self Attested
Copy of PIS approval Letter - Self attested
Three Latest Color Photograph of Applicant
Two Latest Color Photograph of Nominee (if applied for nomination)
Photocopy of Nominee's PAN Card (if applied for nomination)

An NRI Bank account can be opened with any designated Bank and Branch for the purpose of Investment under Portfolio Investment Scheme.

It takes four working days to open the integrated set of accounts.

You can easily get a PAN card online. PAN card mailing is allowed to some countries. The following documents are required to get a PAN card: Overseas address proof; best document is your bank statement showing overseas address
Photocopy of valid Passport
Two colored passport size photograph
Fee for processing PAN application
? 105 (including service tax) if communication address is of India.
? 971 (including service tax) if communication address is of outside India.
Demand Draft and cheque should be drawn in favor of 'NSDL- PAN'
Demand draft shall be payable at Mumbai and the acknowledgment number should be mentioned on the reverse of the demand draft.
Payment by Credit Card/Debit Card/Net Banking can be made by/for Self, immediate family members (parents, spouse, children).
You can then follow these steps to get a PAN card.
Log on to https://tin.tin.nsdl.com/pan/form49AA.html
Click on 'Apply for a new PAN card' at the bottom of the page and select 'Individual'
Form 49AA will open
Read the guidelines and fill the form. Fill in your overseas address, that is shown in your address proof, as your 'Address' in the form
Review your form before submitting
An acknowledgement will appear on the screen if the form is submitted correctly
Print out two copies of the acknowledgement. Keep one for your record.
Paste the 2 photographs on one of the acknowledgement and sign it in black ink.
Arrange all the documents listed above.
Mail all documents to NSDL, PAN unit at Mumbai.
Track the status of your application by using your acknowledgement number.

You can see the list of countries where PAN card is dispatched by the Government of India by clicking on https://tin.tin.nsdl.com/pan/Country.html.

Nomination

Nomination is a facility that enables an account holder(s) to nominate an individual, who can claim the proceeds of the account, post the demise of the original account holder.

The benefit of nomination is that in the event of death of an account holder(s), the account proceeds are released to the nominee(s) without insisting upon a Succession Certificate, Letter of Administration or Court Order.

Nomination can be made only by individuals holding beneficiary accounts either singly or jointly. Non-individuals including society, trust, body corporate, partnership firm, karta of Hindu Undivided Family, holder of power of attorney cannot nominate.

Only an individual can be a nominee.

No, only one nomination can be made for one depository account.

Yes, a minor can be a nominee. In such a case, the guardian will sign on behalf of the nominee and in addition to the name and photograph of the nominee, the name, address and the photograph of the guardian must be submitted to the DP/Broker.

No, a minor cannot nominate either directly or through its guardian.

Yes, NRI can be a nominee subject to the exchange control regulations in force from time to time.

No. Nomination can be made account wise and not security wise

The nomination form duly filled-in should be submitted to the DP either at the time of account opening or later. The account holder, nominee and two witnesses must sign this form and the name, address and photograph of the nominee must be submitted. If nomination was not made at the time of account opening, it can be made subsequently by submitting the nomination form.

Yes, the nomination can be changed anytime by the account holder/s by simply filling up the nomination form once again and submitting it to the DP/Broker.

In case of the death of the sole holder, for the purpose of transmission of securities, the nominee has to submit a duly filled-in 'Transmission Form' and notarized death certificate to the DP. After verifying these documents and if found in order, the DP will transmit the securities to the account of the nominee.

In case nomination is not made by the sole account holder, the securities would be transmitted to the account of legal heir(s), as may be determined by an order of the competent court. However, in cases where the value of securities to be transmitted is less than Rs. 5,00,000/- the DP may process the request based on submission of necessary letter of indemnity , surety , affidavits and NOC documents.

Other General Queries

You can trade in various ways:
Call and Trade : You can call our dealers and place an order over the phone
Web-based Platform : You can trade from our online web based platform- EuTrade
Desktop-based Platform : You can also trade by downloading the .exe version of our web-based platform on your desktop.
Mobile : You can now also trade from your mobile through our app.

The documents available online, in your My Eureka account, that you will need while filing your returns are
Ledger
Buy/Sell status
P&L reports
E-contracts
DP Ledger
DP transaction

You can download 'Re-Activation Form' from Downloads or by Clicking Here, and fill it and submit it in your branch or send it to us by post.

You can update your contact details and e-mail address online in My Eureka You can download 'Change Request Form' from Downloads or by Clicking Here, and fill it and submit it in your branch or send it to us by post.