Forms & Downloads
Account-opening forms, modification requests, demat and pledge instruments, account closure, mandatory disclosures and reference lists.
Account opening
Open a trading and demat account with DealDepot — online via e-KYC for resident individuals, or through a paper kit for non-individuals and minors.
Aadhaar-based digital KYC with PAN, bank verification and IPV. Account live in 1–2 working days. Recommended for resident individuals.
DealDepot · OnlineTrading + Demat opening form, KRA-KYC application, FATCA-CRS declaration, nomination, MITC and standard Rights & Obligations.
SEBI / NSE / BSE / NSDL prescribedFor HUF, partnership firms, LLPs, companies, trusts and societies. Includes Beneficial Ownership and PMLA declarations.
SEBI / NSE / BSE / NSDL prescribedFor accounts in the name of a minor, operated by a natural or court-appointed guardian until the minor attains majority.
NSDL prescribedAccount modification & service requests
Update contact, identity, banking or trading-segment details. Most modifications are also available in-app — only changes that need fresh signature, supporting proof or in-person verification require a physical form.
Change of address, name (with proof), signature, mobile number, email ID, marital status, occupation or income range.
SEBI / KRA prescribedAdd, change or remove a bank account mapped to your trading account. Requires cancelled cheque or recent bank statement.
DealDepotAdd, change or opt out of nomination on the demat account. Per SEBI mandate, every account must either have a nominee or a signed opt-out declaration.
NSDL / SEBI prescribedAdd Equity Derivatives or Currency Derivatives to an existing cash-segment account. Requires income proof per SEBI risk-profiling norms.
SEBI / Exchange prescribedFor accounts inactive for 24 months or more. Requires fresh KYC and in-person verification per SEBI norms.
DealDepotDemat & pledge forms
Forms specific to your NSDL demat account — dematerialisation, rematerialisation, off-market transfers, pledge management and the Demat Debit and Pledge Instruction (DDPI).
Convert physical share certificates into electronic form. Submit along with the original certificates.
NSDL prescribedConvert electronic holdings back into physical certificates. Rarely used today; submit only if you have a specific need for physical certificates.
NSDL prescribedConvert MF holdings held in statement-of-account form into demat units in your DealDepot account.
NSDL prescribedReplaces the older PoA. Authorises DealDepot to debit your demat account for settlement, pledge for margin, MF redemptions, and tendering for buybacks / open offers — only for these four purposes.
SEBI / NSDL prescribed · DealDepot does not accept POAPledge demat holdings to receive margin against securities. Online pledging through NSDL OTP is the preferred path.
NSDL prescribedRevoke a previously-submitted DDPI. Once revoked, settlement debits will require eDIS / OTP authentication for each transaction.
NSDL prescribedFor off-market transfers where DDPI / eDIS is not used. DIS booklets are issued only on specific written request.
NSDL prescribedTransmission of demat holdings to a nominee, surviving joint holder, or legal heir on the demise of the account holder.
NSDL prescribedAccount closure
Close your trading account, demat account, or both. Closure is free and processed within 30 days of receipt of a complete request, subject to settlement of any outstanding obligations.
Closes the trading account. Demat can be retained or closed in parallel. Free funds are credited to your registered bank account.
SEBI / Exchange prescribedCloses the NSDL demat account. Holdings, if any, must be transferred to another demat account before closure can be processed.
NSDL prescribedMandatory disclosure documents
Documents that SEBI, the Exchanges and NSDL require us to make available to clients — Rights & Obligations, Risk Disclosure, Do's & Don'ts, MITC and the brokerage tariff sheet.
Plain-language summary of the rights, obligations and key terms governing the broker–client relationship.
SEBI Cir SEBI/HO/MIRSD/MIRSD-PoD/P/CIR/2024/75 · 5-Jun-2024SEBI-prescribed standard document setting out the contractual rights and obligations between the broker, the authorised person (where applicable) and the client.
SEBI / Exchange prescribed (Aug-2010 framework, as amended)NSDL-prescribed standard document setting out the rights and obligations between the depository participant (DealDepot) and the beneficial owner (you).
SEBI Cir CIR/MRD/DP/29/2013 · 22-Aug-2013 (as amended)Mandatory pre-trade disclosure of risks involved in trading on stock exchanges, including in equity, derivatives and currency segments. Available in English and prescribed Indian languages.
SEBI / Exchange prescribedNSE / BSE investor advisories on what to do and what to avoid when transacting in the securities market, and on grievance redressal.
NSE Investor Services CellDealDepot's brokerage rates, transaction charges, demat AMC, pledge / unpledge fees, call & trade charges and other applicable levies. Revised with at least 30 days' prior notice.
DealDepot · per Policies & Procedures §03SEBI-mandated risk disclosure on equity F&O, displayed at every login for clients with derivatives access.
SEBI Study 25-Jan-2023Reference lists
Live registers and reference data — surveillance scrip lists from the exchanges, the DealDepot Authorised Persons register, designated email IDs, and client bank accounts.
Stocks under enhanced surveillance frameworks where DealDepot may refuse or restrict orders per Policies & Procedures §07. Lists are maintained and published live by the exchanges.
NSE Surveillance · BSE SurveillanceCurrent list of DealDepot's authorised persons with names, locations and exchange registration numbers.
DealDepot · NSE / BSE registeredOfficial DealDepot email addresses for each function. Use only these channels for official communication.
DealDepot · per Escalation MatrixDealDepot's designated client-funds bank accounts. Funds must be transferred only to one of these accounts; never to any individual or other account.
DealDepot · SEBI segregated client fundsSEBI-mandated charter setting out the rights of investors, services available, timelines and the grievance redressal mechanism.
SEBI Cir SEBI/HO/MIRSD/MIRSD-PoD1/P/CIR/2025/22 · 21-Feb-2025Monthly disclosure of complaints received, resolved, and pending against DealDepot, in the SEBI-prescribed format. Updated by the 7th of each month.
SEBI / Exchange prescribedHow to submit a completed form
Most requests can be submitted by email; a few that require original signatures or document verification need to come to the Mumbai office. We acknowledge receipt within one working day.
By email
Scan the signed form along with required proofs and email to backoffice@dealdepot.in. We acknowledge within one working day with a service ticket reference.
In the DealDepot app
Where available, raise the request in-app under Account → Service Requests. Updates that allow it route through this path with no separate form needed.
Walk-in at Mumbai HO
1223, P J Towers, Dalal Street, Fort, Mumbai 400001. Mon–Fri, 9 am – 5 pm. Required for forms needing original signatures or in-person verification.