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If you want to transfer your holdings with us, See how you can!
Seamless, paperless, and completed in just a few steps.
Open a Demat Account with Us
Log in to your current broker’s portal and generate a Client Master Report (CMR) or submit a DIS slip.
Initiate Transfer Request
Log in to your current broker’s portal and generate a Client Master Report (CMR) or submit a DIS slip.
Share Details with Us
Email CMR or DIS to support@fiscalforum.in with your name and client ID.
We Handle the Rest
Our team coordinates with your current broker to initiate the transfer. No action needed from you.
Transfer Complete
Your holdings will be transferred in 3-7 working days. You'll receive a confirmation email.