DEMAT SECTION

Brokerage Plans available with us: https://desk.zoho.com/portal/goelasf/en/kb/articles/brokerage-plans-available-with-us

How to use Angel Mobile App: https://www.youtube.com/watch?v=KB4cf2mU8Kc&list=PL9J62M_j7f3sSXNgl63_lF6FyYkiiplxj

Account Opening Website: https://www.goelasf.in/demat

Read the instructions on the website first, before enrolling. If you have done the mistake of not following the instructions and paid the AMC while opening the account, refer to this: AMC Paid while filling the account opening application

Choosing Lifetime AMC plan: Free Lifetime AMC Plan

Demat Account POA and Nominee form with Address: POA and Nominee 101

All the details and documents along with samples have been uploaded in the attachments of the page in the link.

Brokerage and Charges Explained: Brokerage Charges Explained- Angel Broking

Demat Account Modification: Account Modification Form

Transferring old shares to new Demat account:

This can be done via the Off-Market Transfer option available in your Demat account/ broker. You will have to mention the details of the new account in that. Remember, the facility incurs a charge for the same.

- Zerodha: https://support.zerodha.com/category/your-zerodha-account/transfer-of-shares-and-conversion-of-shares/transfer-securities/articles/different-ways-to-transfer-shares-from-my-zerodha-account

Use option ii or b in the CDSL

- Upstox: https://help.upstox.com/support/solutions/articles/249934-transferring-shares-from-upstox-to-others

Pre-existing Angel Demat Transfer:

If you already have an Angel Account, if you wish you can transfer it to us. For that, please share your client code on goelasfconnect@gmail.com and cc it to info@goelasf.in. If it adheres to all the Angel policies, it may be transferred.

Demat accounts with brokers other than Angel can’t be transferred, as we are sub-brokers of Angel only.

Non-Transferrable Cases:

If the account was non-transferable, don’t worry at all. We have shared the process by which we review the portfolio of our students. You are requested to follow the same process and maintain your portfolio as per that.

Link to the post: https://discord.com/channels/799627893303017513/876755862176280577/890191716265635910

The same is posted in this Article: Portfolio Review and Management

Type of orders: Types of Orders- Trigger, Robo and Others

Downloading Ledger Reports: Downloading Ledger Report from Angel

Most Common Demat doubts**: Most common Demat/ Broking FAQ's

** Under development

Credits: https://www.chittorgarh.com/