Do's and Dont's
Depository:
Dos
  • Register for CDSL's internet based facility 'easi' to monitor your demat account yourself.
  • Register for CDSL's SMS Alert facility - SMART and obtain alerts for any debits or credits
  • Ensure that all demat account holder(s) sign on the DIS.
  • Please strike out the any blank space on the slip.
  • Cancellations or corrections on the DIS should be signed by all the account holder(s).
  • Submit the DIS ahead of the delivery date for all type of market transactions.
  • DIS can be issued with a future execution date.
  • Intimate any change of address or change in bank account details to us immediately.
  • Before granting Power of Attorney to anyone, to operate your demat account, carefully examine the scope & implications of powers being granted.
  • The demat account has a nomination facility and it is advisable to appoint a nominee, in case of sole account holders.
  • Ensure that, both, your holding and transaction statements are received periodically as instructed to us.
Dont's
  • Do not leave your instruction slip book with anyone else.
  • Do not sign blank DIS as it is equivalent to a bearer cheque.
  • Avoid over-writing, cancellations, misspellings, changing of the name and quantity of securities
Trading and Investing
Dos
  • Always settle the dues through the normal banking channels.
  • Before placing an order, please check about the credentials of the companies, its management, fundamentals and recent announcements made by them and various other disclosures made under various regulations.
  • Adopt trading / investment strategies commensurate with your risk-bearing capacity as all investments carry some risk, the degree of which varies according to the investment strategy adopted.
  • Be cautious about stocks, which show a sudden spurt in price or trading activity, especially low price stocks.
  • Ensure that you have money before you buy.
  • Ensure that you are holding securities before you sell.
Dont's
  • Don't deal based on rumours or 'tips'.
  • Don't fall prey to promises of guaranteed returns.
  • Don't get swayed by promises of high returns.
  • Don't get carried away with advertisements about the financial performance of companies in print and electronic media.
  • Don't blindly follow media reports on corporate developments, as some of these could be misleading.
  • Don't blindly imitate investment decisions of others who may have profited from their investment decisions.
  • Don't forget to take note of the risks involved in an investment.