HomeLearning CenterHow to Transfer Shares From One Demat Account to Another: Step-by-Step Guide
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LoansJagat Team

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6 Min

15 Dec 2025

How to Transfer Shares From One Demat Account to Another: Step-by-Step Guide

demat-account

Key Takeaways 

 

  1. Transfer shares from one demat to another online CDSL Easiest are the most efficient way to transfer shares between CDSL demat accounts.
     
  2. The receiving demat account must be added to the CDSL portal as a trusted account before the transfer can begin to ensure security.
     
  3. Transferring shares between demat accounts that belong to the same individual is not considered a sale. So, there is no tax applicable to the transfer.
  4. \

A lot of investors prefer to keep their trading activity and long-term holdings separate. These are the main reasons:

 

  • It helps separate long-term investments from regular trading.
  • It keeps portfolios clean and easier to monitor.
  • It reduces confusion when different brokers offer different benefits.
  • It helps in shifting all stocks to a cheaper or preferred broker.

 

I manage my trading in one demat account while keeping all of my long-term investments in another.

Essential Checks Before Starting a Share Transfer!

 

Go over a few key points before beginning the transfer to make sure everything goes smoothly:

 

What to Check

Why It Helps

Both demat accounts are active

Avoids transfer failure

Correct DP ID + Client ID

Ensures accurate delivery

Shares are not pledged

Pledged shares cannot move

Transfer reason selected

Example: self-transfer or gift

CDSL Easiest access

Required for online transfer

 

These checks minimise mistakes and allow an easy transfer.

Step-by-Step Guide to Transfer Shares Online Using CDSL Easiest

 

I transfer shares from one demat to another online CDSL Easiest in this way for a quick and easy online transfer:

 

Step

Action

1

Visit the official CDSL site: https://www.cdslindia.com.

2

Log in or register for CDSL Easiest.

3

Add the receiving demat as a “trusted account”. 

4

Go to Bulk Setup and enter ISIN, quantity, and transfer reason.

5

Verify using OTP and 8-digit PIN.

6

Wait for DP approval and final confirmation.

 

I can safely transfer shares without any paperwork because of this online method.

How to Transfer Shares Using a DIS Slip: Offline Method

 

Use the offline DIS (Delivery Instruction Slip) method when online transfer is not feasible.

 

Required Details

Explanation

ISIN

Unique code of the shares

DP ID + Client ID

Of the receiving demat

Transfer mode

off-market or inter-depository

Quantity

Number of shares

 

The offline approach is useful when neither demat accounts are covered by CDSL, even though it takes longer.

How Share Transfers Work on Zerodha and Groww?

This explains how transfers operate on Zerodha and Groww, two platforms that many investors use:

 

How to transfer shares from one demat account to another Zerodha?
 

  • Zerodha operates through the CDSL depository, so the online transfer works directly through CDSL Easiest.
  • Use the same CDSL Easiest steps and select Zerodha Demat as the sending or receiving account.
  • Zerodha provides an official step-by-step guide on CDSL transfers:
    https://support.zerodha.com
  • Enter the correct DP ID, Client ID, and ISIN to complete the transfer without rejection.
     

How to transfer shares from one demat account to another Groww?
 

  • Groww also uses the CDSL depository, so the transfer process matches the same CDSL Easiest method.
  • Log in to CDSL Easiest and add your Groww demat account as a trusted account before starting the transfer.
  • Enter the correct BO ID, DP ID, and ISIN to avoid errors during the transfer.
  • The entire transfer remains online and paperless when both demat accounts are under CDSL.


These features make the process simple when using well-known brokers like Groww or Zerodha.

 

Bonus Tip: Users can add up to 4 trusted demat accounts with CDSL Easiest. Future transfers will be extremely quick as a result. Anyone who manages multiple demat accounts will find this feature helpful.

Important Things to Keep in Mind During Share Transfer!

These points help me avoid mistakes and complete the transfer safely

  • Check that both demat accounts belong to the correct holders.
  • Confirm that the shares are not locked, pledged, or frozen.
  • Enter the correct ISIN and quantity.
  • Keep CDSL PIN updated for verification.
  • Ensure the trusted account request is approved.
  • Verify the BO ID carefully before committing the transfer.
  • Check that both accounts are CDSL accounts for online transfer.
  • Save the acknowledgement after submitting the request.
  • Check my mobile number and email for OTP delivery.
  • Verify timing because some transfers reflect the next business day.

These reminders help me complete every transfer without error.

Conclusion 

 

It is simple, secure, and helpful for managing investments to move shares between demat accounts. I can complete it offline using a DIS slip or online using CDSL. The process avoids brokerage and maintains the integrity of my investment account. Start your transfer right now if you want to have more control over your investments.

FAQs on Transferring Shares Between Demat Accounts

 

Can we transfer unlisted shares from one demat account to another?

Yes. Unlisted shares can be transferred between demat accounts through an off-market transfer. You need to use CDSL Easiest or submit a DIS slip, depending on the depository.

What is the tax regime if I transfer shares from one demat to another demat account?

If both demat accounts belong to the same person, the transfer is not treated as a sale, so no capital gains tax applies. If you transfer shares to another person, tax may apply depending on gift rules.

How to transfer shares from one demat account to another account of the same person?

You can use CDSL Easiest for an online transfer. Add the second demat account as a trusted account, enter the ISIN and quantity, select “self-transfer” as the reason, and complete verification.

How can I transfer my father’s share to my Demat account?

Your father can transfer the shares to you as a gift. The transfer can be done through CDSL Easiest or a DIS slip. You must enter the correct transfer reason and maintain proper documentation for tax clarity.

Does the share transfer affect my average buy price in the receiving demat account?

No. When shares move from one demat account to another, the average buy price does not change. The receiving demat account keeps the original purchase price, which helps maintain correct capital gains calculation.


 

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LoansJagat Team

‘Simplify Finance for Everyone.’ This is the common goal of our team, as we try to explain any topic with relatable examples. From personal to business finance, managing EMIs to becoming debt-free, we do extensive research on each and every parameter, so you don’t have to. Scroll up and have a look at what 15+ years of experience in the BFSI sector looks like.

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