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Zerodha Phone
#153/154, 4th Cross Dollars Colony, +91 80 4040 2020
Opp. Clarence Public School,
J.P Nagar 4th Phase, Email
Bangalore - 560078 support@zerodha.com

    
     

 


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Zerodha Securities Pvt. Ltd.
153/154, 4th Cross, 4th Phase, JP Nagar, Dollars Colony,
Opp. Clarence School, Bangalore - 560078

Schedule-A Tariff Structure


For individuals/HUF/corporates
Details POA Clients
Option-1
Stamp charges payable upfront Rs.50/-
Annual Maintenance Charges
a. Individuals/Non Individual (except Corporate) Rs.300/- + GST
b. Non Individual - Corporate Rs.1000/- + GST
Transaction Charges : (Market Trades)
a. Buy(Receive) Nil
b. Sell (Debit) Rs.8/- + Rs 5.50/- (CDSL Charges)
Transaction Charges : (Off-Market Trades)
a. Buy(Receive) Nil
b. Sell (Debit) 0.03% or Rs.25/- whichever is higher
Demat (Per certificate) Rs. 150/- per certificate
Rs. 150/- per certificate
Remat (Per certificate)
+ CDSL Charges
Courier charges per Demat/Remat/Demat Rejn. Rs. 100/-
Pledge Request Rs. 20/- + Rs. 12 per request (CDSL Charges)
Unpledge Request Rs. 20/- + Rs. 12 per request (CDSL Charges)
Pledge invocation Rs. 20/-
Periodic Statement
a. By Email Free
b. Physical Rs. 50/- (+Courier charges at actual)
Adhoc / Non Periodic Statement Requests
a. By Email Rs.10/- per request
Rs. 50 per request upto 10 pages. Every additional page
b. Physical
at Rs. 5 (+Courier charges at actual)
Delivery instruction
a. First Delivery Instruction Book Free (10 Leaves)
b. Every Addl Booklet (10 Leaves) Rs.100/-
Cheque Bounce Charges Rs. 350/-
Failed Transactions Rs. 50 per ISIN
Modification in CML Rs. 25/- per request
KRA Upload / Download Rs. 50/-
NOTE :
For all purposes the bill date shall be construed as the date demand and the bills will be considered as the bill cum notice for
payment and Zerodha Securities Pvt. Ltd. reserves the right to freeze depository account for debit transaction in case of non
payment of charges after two days from the bill date.
Interest at 18% p.a will be charged on the outstanding bill amount if not paid within the due date. The above tariff is subject to
change. Changes if any will be intimated 30 days in advance Annual Maintenance Charge (AMC) is non refundable. GST is
applicable on all above charges except stamp charges.

First/Sole Holder
or Guardian
F11 (in case of Minor) S1 Second Holder T1 Third Holder

14 Sign wherever you see


Date :
To,
Zerodha Securities Pvt. Ltd.
153/154, 4th Cross, Dollars Colony, 4th Phase, JP Nagar, Opp. Clarence Public School, Bangalore - 560078.

Dear Sir,
Sub : Requesting for bill/transaction/holding statement through email.

I/We request you to send me/us bill, transaction and holding statement of my CDSL Demat account no. 12081600__________
02764005
________at following email address: ____________________________________________________________________
I/We fully agree and are aware of following Terms and Conditions mentioned below.
(a) that I/We will not receive the bill, transaction and holding statements in paper form.
(b) that I/We will take all the necessary steps to ensure confidentiality and secrecy of the login name and password of the
internet/email account.
(c) that I/We am/are aware that the bill, transaction and holding statements may be accessed by other entities in case the
confidentiality /secrecy of the login name and password is compromised.
(d) that I/We in case bill, transaction and holding statements are sent by email, I/We will immediately inform the Zerodha
Securities. about change in email address, if any.
In case, the Zerodha Securities is not able to provide bill/transaction statement to its Clients by email or on website due to any
reason (including bounced emails), Zerodha Securities Pvt. Ltd. will ensure that the transaction statement is provided to me/us
in paper form as per the time schedule stipulated in the Bye Laws & Business Rules of CDSL.

I/We hereby request you to send the statements:


Daily Fortnightly Weekly Monthly *

Yours faithfully,

First/Sole Holder
or Guardian
F12(a) (in case of Minor) S2(a) Second Holder T2(a) Third Holder

Declaration

I/We have received and read the Rights and Obligations documents and terms & conditions and agree to abide by and be bound
by the same and the Bye Laws as are in force from time to time. I/We declare that the particulars given by me/us above are true
to the best of my/our knowledge as on the date of making this application.
I/We agree and undertake to intimate the DP of any change(s) in the details/particulars mentioned by me/us in this form.
I/We further agree that any false/misleading information given by me/us or suppression of any material information will render
my account liable for termination and suitable action.

First/Sole Holder
or Guardian
F12(b) (in case of Minor) S2(b) Second Holder T2(b) Third Holder

15 Sign wherever you see


Space For Franking

Power Of Attorney (Voluntary)

To all to whom these presents shall come I/we the below mentioned send greetings.

Whereas I/we have established a business relation with Zerodha Securities Pvt. Ltd., an entity registered with Securities and Exchange
Board of India (SEBI) under Registration No IN-DP-100-2015, by virtue of opening a beneficial owner account with Central Depository
Services (India) Limited (CDSL)

And Whereas I/we am/are desirous to buy and sell securities through Zerodha (hereinafter referred to as “Zerodha’’), a Partnership Firm
registered under the Indian Partnership Act of 1932, having its registered office at 153/154, 4th Cross, Dollars Colony, JP Nagar 4th Phase,
Bangalore - 560078 and is a Member (Trading Member) of the National Stock Exchange of India Limited (NSE) & Bombay Stock Exchange
limited (BSE) respectively (hereinafter referred to as “the Exchange”), who is a stock broker registered with SEBI under registration no.
INZ000031633 and member of recognized stock exchange/s.

And Whereas In the course of availing the services and for meeting the settlement obligation thereof on the Exchanges, I/We do hereby
nominate, constitute and appoint M/s. Zerodha (Member Broker), hereinafter referred to as “Zerodha” acting through their Partners and/or
duly authorised staff for the purpose, as my/our true and lawful attorneys for my depository account with Zerodha Securities Pvt. Ltd.
(Depository Participant) DP ID 12081600 and Client ID as mentioned below, to execute and perform severally all such acts and deeds
provided the attorney complies with all applicable conditions of all or any of their services offered by them in their capacity as stock brokers.

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KNOW ALL MEN BY THESE PRESENTS THAT I/WE Mr./Ms./M/s.(First holder) NAVEEN __________________________________________
KUMAR
_______________________________ (Second holder) _________________________________________________________
(Third holder)________________________________________ an individual/a sole proprietary concern/a partnership firm/a body
corporate/trust, registered/incorporated, under the provisions of the Indian Partnership Act, 1932/the Companies Act 1956, or any
relevant Act, having his/her/its residence/registered office/place of business at __________________________________________
______________________________________________________________________________________________________
_____________________________________________________________ (hereinafter referred to as “Beneficial Owner”) wish to
avail/have availed the broking/e-broking facilities and services offered (hereinafter referred to as "Services") by Zerodha (hereinafter
referred to as “Zerodha’’), a Partnership Firm registered under the Indian Partnership Act of 1932, having its registered office at
153/154, 4th Cross, 4th Phase, JP Nagar, Dollars Colony, Opp. Clarence School, Bangalore - 560078 and is a Member (Trading
Member) of the National Stock Exchange of India Limited (NSE) & Bombay Stock Exchange limited (BSE) respectively (hereinafter
referred to as “the Exchange”).
Whereas in the course of availing the services and for meeting the settlement obligation thereof on the Exchanges, Zerodha would be
acting through their partners and/or duly authorised staff for the purpose, as my/our true and lawful attorneys for my depository
02764005 to execute and perform
account with Zerodha Securities Pvt. Ltd. (Depository Participant) DP ID 12081600, Client ID ___________
severally the following acts, deeds, matters and things, provided the attorney complies with all applicable conditions of all or any of
their services offered by them in their capacity as stock brokers.
1. To have and exercise the powers and/or authority, to do and/or execute the acts, deeds, matters and things specified in Mandatory
and Voluntary Client Registration Documents between Zerodha and the Beneficial Owner as may be applicable in relation to the
transactions executed by the client.
2. To Operate depository account/(s) for the purpose of transferring any collateral to the margin account and honouring delivery
obligations for any transaction executed with Zerodha Securities Pvt. Ltd. which is registered as a Depository Participant, as a stock
broker registered with Securities and Exchange Board of India (SEBI).
3. To Sign instructions on my behalf with respect to debit/credit the depository account/(s) for the credit or benefit of my/our account
with Zerodha for the transactions carried by me/us with Zerodha.
4. To issue instructions relating, executing delivery/receipt instructions, pledge creation instructions, pledge closure instructions,
lending and borrowing instructions, to operate the depository account by issue and receipt of instructions for the above mentioned
purpose and such other authorization given by me/us severally on behalf of all of us, or all/any of us jointly, in any electronic form, in
any format and at any time either through the portal of Zerodha or through the internet will be validly constituted attorney to intimate the
same to the Depository Participant for the purpose of debiting or crediting my account opened with the Depository Participant.
5. To validate on my/our behalf any such instruction so given to the Depository Participant(s), in written/physical or other form as may
be required by the concerned Depository Participant.
6. For these purposes and to this extent, Zerodha is empowered by me/us, to affix their signatures to any document, form or any other
record, being a delivery participant, as required by the concerned depository.
7. I/We also undertake to pay such demat charges/fees and such other charges incurred by Zerodha under this Power of Attorney and
that I/We further authorise Zerodha to debit my/our account with Zerodha with the said charges as and when the same becomes due
for payment and I/we hereby undertake to pay the same immediately on demand made by Zerodha. All charges have been mentioned
in the Tariff sheet in the application form.
8. To register this power of attorney with the Depository Participant and/or with any other party concerned as is required within the
parameters of this Power of Attorney.
9. To sign all applications, apply for, subscribe to or enter into correspondence with respect to any Initial Public Offers/Offers For Sale
of securities of the companies/units of mutual funds, asset management company or any other “investment products” offered through
the website www.zerodha.com (owned by Zerodha Securities Pvt. Ltd.) or any other means as per the instructions made available to
them by me/us as on the website or otherwise.
10. To make payment to any party with respect to the aforesaid products mentioned in Point 9 above on my/our behalf to fulfil the
transaction requested by me/us.
11. To enter into correspondence with any party with respect to any transaction in any investment products.
12. To forward all such applications placed through the website to the online-IPO module of the concerned Exchange or owner/issuer
of “Investment Product”.
13. To receive intimation from the Exchange and any other party regarding the allocation/allotment/rejection/regret of the securities or
such other “Investment Product” applications / subscriptions / withdrawal or any other communications.

First/Sole Holder
or Guardian
F13 (in case of Minor) S3 Second Holder T3 Third Holder

2 of 3
14. To authorize Zerodha to invest on behalf of me/us and to hold the mutual fund/asset management company(ies) based on the
request given by me/us. I confirm not to hold such mutual fund/asset management company/Zerodha liable for any transaction
processed based on my/our request to correspond with and give notice to the corresponding asset management company/body
corporate(s) issuer/registrar and transfer agent of securities including giving instructions with regard to nomination/change in
investment plans/any other changes that may be necessitated pursuant to the authorization given by me/us to Zerodha in this regard.
15. To deposit/transfer on allotment, the securities, debentures, units of the mutual funds and/or all other investments products applied
through Zerodha, on allotment, to my/our Beneficial Owner Demat Account opened for the purpose with the Zerodha-DP.
16. To do all other acts and things as may be necessary to affect the subscriptions/purchase/redemption or any other transaction in
any investment Product for which services are availed from Zerodha.
17. To debit my Trading account towards trade related fees or charges payable to Zerodha or a third party service provider or to any of
the affiliates/subsidiaries of Zerodha by virtue of I/We using/subscribing to any of the facilities/service provided either by Zerodha or
through a third party service provider or by any other security or financial instrument on behalf of me/us through Zerodha or any third
party. To bind ourselves with respect to any instruction given by first holder or any other holder to Zerodha.
18.In case of any erroneous transfer done by attorney, the attorney may return the same to my account as soon it comes to their
notice.
19.To send the consolidated summary of client wise, scrip wise buy and sell position with average rates by email.
20.To authorize Zerodha to transfer the securities to any of the demat accounts of Zerodha as mentioned in Annexure B.
21. We the joint holders of demat account agree, ratify and confirm to bind ourselves to any instructions given by the client herein
above mentioned who shall be the exclusive beneficiary of the transactions carried out pursuant to this power of attorney in favour of
the Director/(s) and/or the Authorised Signatories, who have in token thereof, subscribed their signature thereto.
That the Power of Attorney herein referred to is revocable at any time without notice subject to such revocation shall not be applicable
for any outstanding settlement obligation arising out of the trades carried out prior to receiving request for revocation of POA.
That, I/We hereby declare that all the actions taken by my/our above mentioned attorney (herein Zerodha) in this regards shall be
deemed to be an action done by me/us and if necessary shall be ratified by me /us on the instruction of the said attorney and that such
actions will be binding on me/us.
I/We agree that Zerodha is entitled to credit the proceeds of any instruction. This document shall be subject to the jurisdiction of the
courts in Bangalore.
In witness whereof I/We have executed this revocable Power of Attorney on the day, date and year herein below mentioned.

Annexure B
Particulars DP ID Client ID Particulars DP ID Client ID
CDSL BSE Principal A/C 12081600 00013706 CDSL BSE Early Pay-in A/C 11000010 00023629
CDSL NSE Pool A/C 12081600 00000061 NSDL BSE Pool A/C IN300095 11619878
CDSL Client Margin A/C 12081600 00101805 NSDL NSE Pool A/C IN300095 11496000
CDSL NSE Early Pay-in A/C 11000011 00019678 NSDL Client Margin A/C IN300095 11614253

Dated at Bangalore on this_________________________________________day of__________________________________

First/Sole Holder
or Guardian
F14 (in case of Minor) S4 Second Holder T4 Third Holder

WITNESSES
Witness Name Witness Name

Address Address

Signature Signature

3 of 3
Annexure E

Option form for issue of DIS booklet Voluntary


Date :
DP ID Client ID
First Holder Name
Second Holder Name
Third Holder Name

To,
Zerodha Securities Pvt. Ltd.
153/154, 4th Cross, Dollars Colony, 4th Phase, JP Nagar, Opp. Clarence Public School, Bangalore - 560078.
Dear Sir,
I/We hereby state that: [select one of the option given below]
Option 1:
I/We require you to issue Delivery Instruction Slip (DIS) booklet to me / us immediately on opening my / our CDSL account
though I/ We have issued a Power of Attorney (POA) in favour of Zerodha Securities Pvt. Ltd. for executing delivery instructions
for settling stock exchange trades (Settlement related transactions) effected through such Clearing Member.

Option 2: OR
I/We do not require the Delivery Instruction Slip(DIS)for the time being, Since I/We have issued a POA in favour of Zerodha
Securities Pvt. Ltd. for executing the delivery instructions for settling stock exchange trades [settlement related transaction]
effected through such Clearing Member. However, the Delivery Instruction Slip (DIS) booklet should be issued to me / us
immediately on my / our request at any later date.
I/We hereby select Option 1 Option 2

First/Sole Holder
or Guardian
F15 (in case of Minor) S5 Second Holder T5 Third Holder

Client E-mail ID Optional

Client Mobile Number

Declaration
I hereby declare that the mobile no./email ID mentioned in the Account opening form/ request for change in mobile no./email
ID is my own
Request letter for registration of mobile no./email ID of person belonging to the client's family

Please note that the mobile no./email id/both mentioned in the Account opening form/ request for change in mobile no./email ID
belongs to Mr/Mrs./Ms. ______________________________________________________________________ who is my
______________________________ [relationship with the client]

First/Sole Holder
or Guardian
F16 (in case of Minor)

[Only the mobile no./email id of your spouse, dependent children and dependent parents can be registered in your demat account]

1 Sign wherever you see


Nomination Details - Annexure 1A
* Zerodha Nomination Registration No. Dated
* Zerodha Securities Private Limited
* Zerodha Commodities Private Limited
Note that only 1st Nominee will be considered for Zerodha and Zerodha Commodities Pvt. Ltd. accounts.

I/We the sole holder/joint holders/guardian (in case of minor) hereby declare that:
I/We do not wish to nominate any one for this demat account.
I/We nominate the following person who is entitled to receive security balances lying in
my/our demat account, particulars whereof are given below, in the event of my/our death.
Nomination Details
Up to 3 nominations can be made Details of 1st Nominee Details of 2nd Nominee Details of 3rd Nominee
Name of the nominee(s) (Mr./Ms.)

Share of Distribute equally


[If not equally shared,
each nominee please specify %age] Any odd lot after division shall be transferred to the first nominee mentioned in the form.
Relationship With the Applicant (if any)
Address of nominee(s)

Mobile/Telephone no. of nominee(s)


Email ID of nominee(s)
Proof of identity submitted

Fill below details only if the nominee is a minor


Date of birth
Name of the guardian
Address of guardian(s)

Mobile/Telephone no. of guardian(s)


Email ID of guardian(s)
Relationship of guardian with nominee
Proof of identity submitted

Details of the Witness


Witnesses (Only applicable in case the account holder has made nomination)
Witness Name
Address Address

Signature Signature

First/Sole Holder
or Guardian
F7 (in case of Minor)

Acknowledgement
We have received the nomination request for the account with client ID 02764005
Account holder’s name NAVEEN KUMAR
Received by
Signature of authorised signatory

1 Sign wherever you see

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