Knowledge Base

The documents required depend on the mode of transfer you choose:

 1. If Transferring via CDSL Easiest (Online Mode)

No physical documents are required. You will need:

• Active CDSL Easiest registration
• Add target demat account details (BO ID, DP ID, ISIN)
• OTP and TPIN authentication to authorize the transfer

Click here to learn how to transfer shares through CDSL Easiest step-by-step.

This method eliminates the need to submit a physical DIS.

2. If Transferring via Delivery Instruction Slip (DIS – Offline Mode)

For offline transfer, the process involves the following:

Step 1: Obtain DIS Book

• The client must request a DIS booklet from Samco.
• Once verified, the DIS book will be sent to the client’s registered address.

Step 2: Fill the DIS Properly

The client must correctly fill the DIS with the following details:

1. A duly filled and signed DIS slip
2. Correct ISIN and beneficiary demat account details (DP ID & Client ID)
3. Name of the shares
4. Number of shares (quantity) to be transferred
5. Signature matching the demat account records

The client must send the filled and signed DIS slip to Samco’s registered address via courier

Note: The DIS must be submitted to your Depository Participant (Samco) for verification and processing

Click here to learn how to transfer shares through Delivery Instruction Slip