Investor Do's and Don'ts

Please read these guidelines carefully to ensure a safe and secure investing experience.

NSDL & CDSL (Depositories)

Register for SMS/Email alerts with NSDL/CDSL to receive instant notifications of any debit/credit in your demat account.
Update your mobile number and email ID with your Depository Participant (DP) to receive timely alerts.
Regularly verify your transaction statements and holding statements sent by your DP.
Appoint a nominee for your demat account to facilitate the smooth transmission of securities.
Ensure that you receive the contract note/confirmation note for every trade executed within 24 hours.
Keep your Delivery Instruction Slip (DIS) book safely and verify the serial numbers.
Strike out empty spaces on the DIS slip before submitting it.

Do not share your login ID, password, or OTP with anyone, including your broker's employees.
Do not sign blank Delivery Instruction Slips (DIS).
Do not leave your DIS book with your broker or DP.
Do not fall prey to schemes offering guaranteed returns or unrealistic profits.
Do not share your critical account details with unknown callers or on unverified links.

Deal only with SEBI registered stockbrokers and check their registration details.
Read the Risk Disclosure Document (RDD) and Rights & Obligations document carefully before trading.
Keep track of your running account settlement and ensure funds/securities are settled monthly/quarterly.
Make payments only from your own bank account and receive payments into your own bank account.
Verify the credentials of the research analyst or investment advisor before acting on their advice.
File complaints immediately if you notice any unauthorized trades or discrepancies.