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Customer Care |
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| To update your Financial Details in your Trading account |
With effect to SEBI circular dated 3rd December 2009, Annual submission of “Documentary evidence of Financial Details” has been made mandatory for both New & Existing clients.
Please submit the duly signed and filled form along with the relevant document(s) to your Indiabulls Relationship Manager or Service Branch.
Or
Send the duly filled form along with the relevant proof(s) to the following address:
Indiabulls Securities Limited
Account Details Modification Team,
Indiabulls House, 448-451, Udyog Vihar,
Phase – V, Gurgaon – 122001, Haryana.
List of valid Income proofs: Copy of ITR Acknowledgement (for last financial year); Copy of Form 16 incase of salary income (Last financial year); Networth certificate (latest one or at the end of the last financial year); Salary Slip (for one month in current financial year); Bank account statement (for last 6 months); Copy of Demat account holding statement (For Current/Previous Financial Year)
List of valid Income Proofs (incase of Company Accounts): Copies of the balance sheet for the last 2 financial years (copies of annual balance sheet to be submitted every year – duly attested by CA); Copy of ITR Acknowledgement (for last two financial years); Copy of Annual Report (last two financial years for non-individuals- duly attested by CA); Networth certificate (latest one or at the end of the last financial year – duly attested by CA)
Note:
- The proof(s) and form must be duly signed by you
- The income proof shall be valid only for a year. You would be required to provide a fresh income proof, before the end of 12 months from the date of submission, in order to continue trading in the Derivatives Segment with Indiabulls Securities Limited.
 Download Financial Details Modification Form |
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| To maintain or renew Running Account Facility |
For regularly trading in securities in Cash, F&O and Currency Derivatives Segment of the stock exchanges, you can maintain a Running Account with Indiabulls Securities Limited. Opting for this facility shall lead to the settlement of funds and securities on quarterly/monthly basis (based on your preference), instead of daily settlement of funds & securities.
You shall be required to provide a fresh authorization every 12 months (from the date of previous authorization) in order to continue availing the facility for maintaining a Running Account with Indiabulls Securities Limited.
In order to opt for Running Account or renew your authorization, please submit the duly signed & filled form to your Indiabulls Relationship Manager or Service Branch
Or
You can directly send it to our Head office at the following address:
Indiabulls Securities Limited,
Account Opening Department – Running Account Authorization,
Indiabulls House, 448 – 451,
Udyog Vihar Phase – V,
Gurgaon – 122001, Haryana.
Note:
Download Authority letter to maintain a running account |
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| To reactivate your Temporarily Suspended Account |
To reactivate your Temporarily Suspended Account, you would need to place a reactivation request with us, accompanied with the below mentioned documents –
- Account Reactivation Form (as per the format given below)
- Valid Income Proof (Click here for the list of proofs) .
- Authorization for Running Account (Click here to download the format)
Please submit the duly signed and filled form(s) along with the relevant document(s) to your Relationship Manager or Service Branch.
Or
You can also send these forms directly to our Head office at the following address:
Indiabulls Securities Limited,
Account Opening Department – Account Reactivation Team,
Indiabulls House, 448 – 451,
Udyog Vihar Phase – V,
Gurgaon – 122001, Haryana.
Download Account Reactivation Form
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| To receive E-statements & SMS Alerts |
Depositories (NSDL/CDSL) provide an SMS Alert facility for Demat account holders for all types of debits, subject to maximum of four ISINs & and for credits only due to IPO (for CDSL), and (for NSDL) SMS alerts would be sent for all types of Debits and Credits including Credit transfers, Credits for IPO, sub- division and bonus, Failed instructions, Overdue instructions, Mutual Fund units, Change of mobile number, Change of address.
Pursuant to SEBI directive, SMS alert facility has been made MANDATORY by the Depositories for Demat Account Holders operating through Power Of Attorney.
This facility is being provided by the depositories free of cost.
To avail this facility please fill the relevant form provided below and send it to the following address. You can also deposit this duly signed form at your Indiabulls Service Branch.
INDIABULLS SECURITIES LIMITED
Depository Division –SMS Alert Facility
Indiabulls House, 448-451, Udyog Vihar,
Phase- V, Gurgaon-122001,
Haryana
Please ensure that you do not use the NSDL form if you have a CDSL Account or vice versa.
Your ‘Demat Account Number’ is mentioned in your DP holding statements and DP Bills. You can also view your ‘Demat Account Number’ when you login to your online Indiabulls Account. To see your Demat Account Number online please go to ‘Account’ section and click on ‘Client Profile’.
If your Demat Account Number is a 16 digit number (12029900XXXXXXXX) then your Demat Account is with CDSL Depository. However, if your Demat Account Number is a 8 digit number and the DP ID is IN302236 then your Demat account is with NSDL Depository.
Forms:
If Demat A/C is with CDSL: SMS Alert Facility Form - CDSL
If Demat A/C is with NSDL: SMS Alert Facility Form – NSDL
Note: In case the account holder does not have a mobile phone, he/she may provide mobile number of any person as per his/her discretion.
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| To operate a Demat account with or with out a Nominee |
CDSL/NSDL vide Circular No. DP/1451 & 2009/0002 have made changes to NOMINATION IN BO ACCOUNTS
Nomination has been made mandatory for all Demat Accounts. To operate your Demat account without a Nominee, You can tick the option “I/We do not wish to nominate anyone for the below mentioned Demat account”.
So if you have yet not submitted the Nomination form, Please fill the relevant form provided below and send it to the following address. You can also deposit this duly signed form at your Indiabulls Service Branch.
INDIABULLS SECURITIES LIMITED
Depository Division – Nominee Form
Indiabulls House, 448-451, Udyog Vihar,
Phase- V, Gurgaon-122001,
Haryana
Please ensure that you do not use the NSDL form if you have a CDSL Account or vice versa.
Your ‘Demat Account Number’ is mentioned in your DP holding statements and DP Bills. You can also view your Demat Account Number when you login to your online Indiabulls Account. To see your Demat Account Number online please go to ‘Account’ section and click on ‘Client Profile’.
If your Demat Account Number is a 16 digit number (12029900XXXXXXXX) then your Demat Account is with CDSL Depository. However, if your Demat Account Number is a 8 digit number and the DP ID is IN302236 then your Demat account is with NSDL Depository.
Forms:
If Demat A/C is with CDSL: Nomination Form – CDSL
If Demat A/C is with NSDL: Nomination Form – NSDL
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| To activate " Electronic Contract Notes on Email " facility (ECN) |
Indiabulls has launched the "Electronic Contract Notes on Email" Facility where in we would be sending digitally signed Electronic Contract Notes on your registered Email ID whenever you execute trades in your Indiabulls Account. The "Electronic Contract Notes on Email" facility comes with following benefits:
- Fast & easy access to Contract Notes: You would receive digitally signed contract notes on your Email ID within 24 hours of trade execution.
- Password Protected: The ECN would be password protected such that only you can access them.
- Environment Friendly: Your enrollment for this facility would ensure that together we save on precious paper and help in preserving the environment.
- Absolutely free of Cost: Indiabulls is offering this facility to its customers absolutely free of cost.
To register for this facility, please submit the duly filled & signed ECN request form to Service Branch / Relationship Manager. You may also send this form at following address:
Indiabulls Securities Limited
Account Opening Department-ECN on e-mail facility
448-451,Udyog Vihar, Phase- V,
Gurgaon-122001
Haryana
Download ECN Registration Form
Note: Please note that the letter needs to be signed by you (the client) only and cannot be signed by your attorney/authorized person etc
Once we receive the ECN activation form at HO and update our records, you would be required to verify your e-mail ID by logging in to your Online Indiabulls account (website/PIB). Only after you verify the e-mail ID, your ECN facility will be activated and you will start receiving ECN in your e-mail account.
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| To link your Demat Account with Indiabulls Trading Account |
Please fill up the form and submit the same to your Indiabulls Service Branch.
Or
Send the duly filled form to the following address:
INDIABULLS SECURITIES LIMITED
Account Opening Department – DP Linking
Indiabulls House 448 – 451, Udyog Vihar
Phase – V, Gurgaon, 122001
Haryana.
Important: Please note that Proof(s) & form must be self attested by all the account holders
Download Demat Account Linking Form
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| To activate Power Indiabulls (PIB) facility |
Power Indiabulls (PIB) is a dedicated desktop (PC based) application, developed specially for active traders. PIB is the best desktop trading application available in the country and boasts of the following features:
- Live Streaming Quotes and News
- User can create multiple market watch
- Instant Trade Confirmation
- Customizable Alerts
- Value added tools like Financial Calculator, Intraday Charting, Technical Analysis etc.
- Live Intraday Charts
- Extensive real time reports to evaluate performance of your portfolio
- Multiple Order Books
You can register for this product by sending an activation request through your registered Email id to helpdesk@indiabulls.com
Alternatively, you may submit the duly signed PIB Request Form to your Service Relationship Manager or Branch. You may also send this form at the following address:
INDIABULLS SECURITIES LIMITED
RMS Department – " PIB Request form”
Indiabulls House, 448-451, Udyog Vihar,
Phase- V, Gurgaon-122001,
Haryana
Download Power Indiabulls facility Form
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| To update your PAN Details in Trading and Demat account |
Please fill up the form and submit the same to your Indiabulls Service Branch.
Or
Send the duly filled form to the following address:
INDIABULLS SECURITIES LIMITED
PAN Updation/Modification Team,
Indiabulls House, 448 – 451, Udyog Vihar,
Phase – V, Gurgaon, 122001
Haryana.
Important:
- Please note that all proof(s) & form must be only signed by the Trading Account holder if changes are being made only in Trading Account. In case changes are being made in Demat Account then all holders need to sign.
- Only the holder(s) requesting for the modification / change need to submit their respective proof(s).
Download PAN updation & Modification form
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| To update your Bank Details in Trading and Demat account |
To get a new Bank Account linked with your Trading Account
You can get a new Bank account linked with your Trading Account by providing us any one of the valid bank proof(s). Please Click Here for the list of “valid bank proofs”
The above mentioned proof(s) and form can be submitted at your Indiabulls Service Branch or can also be directly sent to HO at the following address:
INDIABULLS SECURITIES LIMITED
Account Opening Division- Bank Details Updation Form
Indiabulls House, 448-451, Udyog Vihar,
Phase- V, Gurgaon-122001,
Haryana
Important: Please note that All Proof (s) & form must be only signed by the Trading Account holder if changes are being made only in Trading Account. In case changes are being made in Demat Account then all holders need to sign.
To change bank details in your Demat Account
To get your Bank Account(s) details changed in your Demat Account, please visit the branch in person and furnish a duly filled and signed form (incase of Joint Holders, all holders must sign) accompanied with any of the valid Bank proof(s). Please Click Here for the list of “valid bank proofs”
Note:
- All holders should sign all the documents in the presence of Indiabulls Official.
- Please carry the Proof of Identity and Proof of Address in original.
Download Bank Details Updation Form |
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| To update your address in Trading and Demat account |
To change your address in your Trading and Demat Account, please visit the branch in person and furnish a duly filled and signed form (in case of Joint Holders, all holders must sign) along with the following Documents:
Proof of Identity:
- (1) PAN card with photograph, (2) Passport, (3) Voter ID card, (4) Driving License, (5) Identity Card/Document with applicant’s photo, issued by: (a) Central/State Government and its Departments; (b) Statutory/Regulatory Authorities; (c) Public Sector Undertakings (d) Scheduled Commercial Banks (e) Public Financial Institutions; (f) Colleges affiliated to Universities (this can be treated as valid only till the time the applicant is a student); (g) Professional Bodies such as ICAI, ICWAI, ICSI, Bar Council etc., to their Members; (h) Credit cards/Debit cards issued by Banks.
Proof of Address:
- (1) Ration Card; (2) Passport; (3) Voter ID card; (4) Driving License; (5) Bank Passbook/Bank Statement– (a) Bank Statement (with bank logo)/Bank Passbook (printed) – should clearly display account number, name & address of the client (not more than three months old). Bank Statement needs to be accompanied with a copy of bank cheque. (b) Bank Statement (without bank logo)/Bank Passbook (handwritten) – should clearly display account number, name & address of the client and it should be attested by the bank official with name, designation and signature of the attesting officer (not more than three months old). Bank Statement needs to be accompanied with a copy of original cancelled bank cheque; (6) Electricity Bill/Telephone Bill – Landline (not more than two months old); (7) Lease and License Agreement/Agreement for sale/Rent Agreement (notarized in original); (8) Self – declaration by High Court & Supreme Court judges, giving the new address in respect of their own accounts (9) Identity Card/Document with applicant’s address, issued by: (a) Central/State Government and its Departments; (b) Statutory/Regulatory Authorities; (c) Public Sector Undertakings; (d) Scheduled Commercial Banks; (e) Public Financial Institutions; (f) Colleges affiliated to Universities (this can be treated as valid only till the time the applicant is a student); (g) Professional Bodies such as ICAI, ICWAI, ICSI, Bar Council etc. to their Members.
You or your Authorized Representative (or the Joint Holder visiting the Indiabulls Office) should sign the application in the presence of the Indiabulls Official.
A Communication will be sent to you, confirming the change of Address, at the OLD and NEW Addresses (Please carry in original the Proof of Identity and Proof of Address).
Note: In case of NSDL & CDSL Demat account with joint holders, Proof of Identity (POI) is required for all the holders and Proof of Address (POA) is required only for the first holder.
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| To update your contact details in Trading and Demat account |
Please fill up the form and submit the same to your Indiabulls Service Branch.
OR
Place a request online by logging into your Indiabulls online account. You can change your Email ID and Mobile number by going to ‘Account’ section and clicking on the ‘Client Profile’ Tab.
Important: Please note that changes can only be affected in your Trading Account.
OR
Send the duly filled form to the following address:
INDIABULLS SECURITIES LIMITED
Account Opening Department - Contact Details Updation Form,
Indiabulls House, 448-451, Udyog Vihar,
Phase- V, Gurgaon-122001,
Haryana
Download Contact Details Updation Form
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| To change your Relationship Manager or Branch |
Kindly mail a scanned copy of duly filled form at helpdesk@indiabulls.com from your E-Mail ID registered with us.
OR
Fill up the form and submit the same to the Indiabulls Branch.
List of the Indiabulls branches is available under the "Branch Office Locater"
OR
Send it to us at the following address:
INDIABULLS SECURITIES LIMITED
Customer Care Department– Reallocation Request
Indiabulls House, 448-451, Udyog Vihar,
Phase- V, Gurgaon-122001,
Haryana
Note: RM and Branch reallocation shall be as per company policy.
Forms to be filled:
- For change of Securities Branch or Relationship Manager
Client Reallocation Request Form-Securities
- For change of Commodities Branch or Relationship Manager
Client Reallocation Request Form-Commodities
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| To activate ECS in your Demat Account |
To receive ECS credit in your Bank Account for IPO Refunds and Corporate Benefits, please get your Demat Account ECS activated. To get your ECS activated in your Demat Account, please furnish a duly filled & signed form accompanied with any of the valid bank proof(s). Please Click Here for the list of “valid bank proofs”
The above mentioned proof(s) and form can be submitted at your Indiabulls Service Branch or can also be directly sent to HO at the following address:
INDIABULLS SECURITIES LIMITED
Depository Division –ECS updation team
Indiabulls House, 448-451, Udyog Vihar,
Phase- V, Gurgaon-122001,
Haryana
Download ECS updation form for Demat Account
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| Change in the Format of Delivery Instruction Slips/Additional Annexure required till 30th September, 2008. |
CDSL/NSDL vide Circular No. DP/989 & 2007/0071 have made changes to Delivery Instruction Slip ( DIS) format.
The old format of DIS would not be valid after 30th September, 2008. Therefore you are requested to ask for issuance of a new DIS Booklet.
You would be required to submit the annexure (provided below) along with the old format of DIS till DIS slips exhaust.
For any assistance on DIS issuance, please get in touch with your nearest Indiabulls Service Branch / your Relationship Manager or our Customer Care Helpline.
The new DIS booklet would be issued on the basis of Requisition Slip/Form duly signed by all the account holders along with their self attested Proof of Identity. Incase of NSDL demat account; latest transaction statement is also required.
Download DIS Annexure
Download Requisition Form
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| If you are a NRI please click here |
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Announcements 
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Pursuant to SEBI directive, SMS alert facility has been made MANDATORY by the Depositories for Demat Account Holders, operating through Power of Attorney. This facility is provided absolutely FREE of cost by the Depositories.
To register for this service click here
Note: In case the account holder does not have a mobile phone, he/she may provide the mobile number of any person as per his/her discretion. |
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Pursuant to SEBI Directive, Nomination has been made a mandatory requirement for all Demat Accounts. To register for this service, click here |
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Pursuant to a SEBI Directive, a new provision for calculation of limitation period for filing Arbitration References with the Exchanges has been introduced by both the Stock Exchanges; which include:
- Calculation of limitation period from the end of the quarter during which the disputed transactions were executed
- Period consumed by trading members to resolve/counter investor’s complaints subject to maximum limit of one month and extension of three months for delay in filing arbitration references with the Exchanges for factors beyond the control of the parties
To know more about this, click here |
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