How to gift securities (Off market transfer)?

To transfer shares from your Tradejini demat account to another account, either as a gift or any other reason please follow these steps:

Log in to CubePlus Web and click on your User ID.
Navigate to Reports and access the back office of Tradejini.
Click on the DP option.
Choose the last option, “DIS Book Request.”
Upon completing these steps, we’ll dispatch the DIS book to your registered address with Tradejini

Now, to initiate the transfer:

Fill out the DIS slip offline with details of the demat account of the Counter party to whom you want to transfer shares as a gift or any other reason.
Please tick the appropriate reason for such off market transfer, Latest regulations have put in place additional requirement of Beneficiary registration for all off-market transfers (similar to beneficiary registration in Banks for Funds transfers) along with Stamp duty payment for such transfers which are with Consideration.

Please ensure you fill the execution date after consulting the Tradejini customer support as there is cut off time after which transactions cannot be executed on the same date and hence in case you have filled it erroneously it may lead to rejections.

Send the completed DIS slip to Tradejini’s office at the following address:
Tradejini Financial Services Pvt Ltd.,
Vasavi Square, 2nd Floor,
No.75/757, 10th Main Road, 4th Block,
Jayanagar, Bangalore – 560011.

For any further assistance, feel free to connect with our support team by emailing to us at help@tradejini.com