Seamless and completed in just a few steps.
Transfer your holdings to your existing stock broker. Note: You don't have to shift your broker. We'll resolve all your issues and provide high rewards & brokerage sharing.
Log in to your current broker's portal and generate a Client Master Report (CMR)
Log in to your current broker’s portal and generate a Client Master Report (CMR) or submit a DIS slip.
Download the transfer form, sign it, and email it to support@fiscalforum.in
Our team coordinates with your current broker to initiate the transfer. No action needed from you.
Your holdings will be transferred in 3-7 working days. You'll receive a confirmation email.
Transfer your holdings to your existing stock broker. Note: You don't have to shift your broker. Your current plan will not change. You will be added to a dedicated channel for support. We'll resolve all your issues and provide high rewards & brokerage sharing.
Fill in your details and client ID
We handle the rest and coordinate with your broker
Exclusive research reports
15% brokerage sharing for 5 yrs
Dedicated assistance
Need help? Contact Support