How to transfer shares from ATS demat account to another demat account offline?

To transfer shares from ATS demat account to another demat account offline, follow these steps:

• Get a Delivery Instruction Slip (DIS) and fill it out. After filling DIS, courier it to

  ATS Share Brokers Pvt. Ltd.
  2gethr @ ORR, 1st floor, Tower B, Mantri Commercio,
  Outer Ring Rd, Near Sakra World Hospital,
  Kariyammana Agrahara, Bellandur, Bengaluru, Karnataka - 560103

  see Where I can get a DIS booklet?

  If you need any help on how to fill the DIS slip. Check out, How do I fill the DIS slip?

• A maximum of 5 securities (ISINs) can be transferred per DIS. Use the DIS Annexure form to transfer more than 5 securities. (PDF)
• Once we receive the DIS slip, we will verify this request over a call or email for security purposes. This call or email is done within 2 business days and the transfer request will only be processed once verification is complete
• Now you have to authorize the transaction, you will receive a link to the CDSL website on your registered mobile number and email address. Open the link, enter your PAN and click submit.
• You will see a list of all the shares that you requested to transfer, select all the shares, click on generate OTP, enter the OTP, and click on accept.
• The request for transfer is now completed.

To avoid any rejection of the share transfer, do not sell the shares that are being transferred and make sure there should be no negative balance in your trading account.

CHARGES

Transfer charges of 0.03% of turnover or ₹25 per ISIN, whichever is higher, plus 18% GST is applicable.

OFF-MARKET SALE

To make an off-market sale, kindly follow these steps

• Download, fill out, and submit the DIS slip. Fill in the details of the transferee account (the person who is receiving the shares) in the slip and courier it to

  ATS Share Brokers Pvt. Ltd.
  2gethr @ ORR, 1st floor, Tower B, Mantri Commercio,
  Outer Ring Rd, Near Sakra World Hospital,
  Kariyammana Agrahara, Bellandur, Bengaluru, Karnataka - 560103

• Stamp Duty will also be applicable as per the slab mentioned in the documents. (pdf)

POINTS TO BE NOTED

• If the other demat account is also with CDSL, the shares can be transferred online via CDSL easiest. See, How to transfer shares from ATS demat account through easiest?

• Direct transfer from one demat account to another demat account is called off-market transfer. The reasons for making an off-market transfer are mentioned below in PDF with the reason code.