Online Account Access

• Log in to your Demat account using provided credentials.
• Navigate to the section showing portfolio or holdings.
• View real-time details of shares and securities held.
• Download or view electronic statements for reference.
• Check transaction history for recent changes in holdings.

Mobile Banking and Trading Apps

• Use the official app associated with your Demat account.
• Access the holdings section after secure authentication.
• Review current portfolio and market values on the dashboard.
• Set alerts for updates or changes in your holdings.
• Access e-statements and portfolio summaries on your device.

Physical or Email Statements

• Receive periodic statements by post or email from your service provider.
• Review the list of securities, quantities, and transaction details.
• Statements reflect all holdings as of a specific date.
• Check for discrepancies and notify your provider if needed.
• Maintain records for tracking and audit purposes.

Customer Service Inquiry

• Contact customer support for details of current holdings.
• Verify your identity to receive account-specific information.
• Request an updated statement or summary from the support team.
• Clarify any doubts regarding the portfolio composition.
• Use this method for urgent or detailed holding information.

SMS and Notification Alerts

• Register for SMS or notification alerts for regular updates.
• Receive instant messages for credit or debit of securities.
• Alerts may include summary of current holdings periodically.
• Use notifications to monitor account activity on the go.
• Ensure mobile number and email are updated with the provider.