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Customer Care

Welcome to Indiabulls Customer Care Desk. We treat our clients as we would like to be treated ourselves. Quality is our mainstay & we are committed to helping you meet all your Trading needs to the best of our ability. Besides convenience, transparency and trust, you can also be assured that you will be provided top-class service with us. If our service has fallen short of your expectations, make use of our feedback mechanism, to ensure we get an opportunity to improve.

Contact Us
Easy to reach, happy to help

There are numerous ways to contact us and we are committed to making it easy for you to get in touch. Contact us using the channel most convenient to you.

Client Helpline Number: 0124 – 4572444
You can call us between 9:00 A.M. to 6:00 P.M. (Monday to Friday excluding Trading Holidays)

E-mail us at: helpdesk@indiabulls.com

Mail us your letters at:
Indiabulls Securities Limited
Customer Care Team
448 – 451, Udyog Vihar
Phase – V,
Gurgaon – 122016, Haryana.
Branch Locator
Find an Indiabulls Branch near you

Click here to locate us in your city
Grievance Re-dressal
1. If you haven’t found the solution to your problem up to your satisfaction, you can contact our Grievance Cell through e-mail at: grievances_ibsl@indiabulls.com

2. If not satisfied with the response provided by us, you may approach SEBI or other regulatory bodies.

Click here to know more about the grievances for which you can approach SEBI
Download Forms
A consolidated section where you can find all the forms available for download vis-à-vis service registration forms.

Select the form required:



X

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 Opening Department,
12th Floor, Tower-A, Building No.5,
DLF Phase-3, DLF Cyber City
Gurgaon - 122002, Haryana.

List of Documentary evidence of Financial Details: 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 latest Demat account holding statement


List of Documentary evidence of Financial Details (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 all the Demat Account holders.
  • 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
X

To temporarily suspend Trading & Demat Account

Incase you intend not to place any trades through your Indiabulls trading account for a limited duration; you have the option to temporarily suspended both your Trading & Demat Account.

1. To temporarily suspend your Trading Account

Please submit the duly signed and filled “Account Closure Form” along with the relevant documents to your Relationship Manager or Service Branch

Or

You can also send the duly signed & filled form along with the supporting documents directly to our Head Office at the following address

Indiabulls Securities Limited,
Account Opening Department,
12th Floor, Tower-A, Building No.5,
DLF Phase-3, DLF Cyber City
Gurgaon - 122002, Haryana.

Note:

  • Option for “Suspend trading A/C mentioned above with effect from ___ (DD/MM/YY)” must be ticked.
  • Effective date of suspension must be clearly mentioned
  • The form must be signed by the Trading Account Holder.
  • The form needs to be sent as Hard copy only. Incomplete or wrongly filled forms would be rejected.
  • Form needs to be signed by you (the client) only and the signature on the form must match with that in our records.
  • Incase of non-individual entities, following formalities also need to be fulfilled
    • Corporate accounts - Board Resolution (duly signed & stamped by the authorized signatory) approving the temporary suspension also needs to be submitted.
    • Partnership accounts - Request for temporary suspension of partnership account needs to be duly signed by all the partners.
  • Separate form is required for temporarily deactivating the Demat Account (Click here to download form for temporarily suspending your Demat account)

Download Account Closure Form

2. To temporarily suspend your Demat Account

Please submit the duly signed and filled “Freeze/Unfreeze request form” along with the relevant documents to your Relationship Manager or Service Branch

Or

You can also send the duly signed & filled form along with the supporting documents directly to our Head Office at the following address

Indiabulls Securities Limited
Account Opening Department,
12th Floor, Tower-A, Building No.5,
DLF Phase-3, DLF Cyber City
Gurgaon - 122002, Haryana.

Note: 

  • The form must be signed by all the Demat Account Holder(s) and the signature(s) on the form must match with that in our records.
  • The form needs to be sent as Hard copy only. Incomplete or wrongly filled forms would be rejected.
  • To suspend multiple Demat accounts, separate freeze-unfreeze request form for each account needs to be submitted.
  • Incase of non-individual entities, following formalities also need to be fulfilled -
    • Corporate accounts - Board Resolution (duly signed & stamped by the authorized signatory) approving the temporary suspension also needs to be submitted.
    • Partnership accounts - Request for temporary suspension of partnership account needs to be duly signed by all the partners.
  • Separate form is required for temporarily deactivating the Trading Account (Click here to download form for temporarily suspending your Trading account)  

Download Freeze-unfreeze request Form

X

To maintain a 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 enable/lead to the settlement of funds and securities on a quarterly/monthly basis instead of daily settlement of funds & securities.

In order to opt for the Running Account Facility, please submit the duly filled & signed Running Account Authorization form to your Indiabulls Relationship Manager or Service Branch

Or

You can directly send the duly filled & signed Running Account Authorization Form to our Head office at the below mentioned address:

Indiabulls Securities Limited,
Account Opening Department,
12th Floor, Tower-A, Building No.5,
DLF Phase-3, DLF Cyber City
Gurgaon - 122002, Haryana.

Note:

  • The Running Account Authorization should to be signed by the client himself / herself / itself only and in no case be signed by the Client's constituted attorney / authorized person etc. on the Client's behalf.
  • The Running Account Authorization would continue until it is revoked. The same is revocable at any time at the option of the client, subject to a written notice of 15 days from the receipt of revocation letter by “Indiabulls Securities Limited”.

Download Authority letter to maintain a running account

X

To close your Indiabulls Account

Incase you intend to close both your trading & demat account held with Indiabulls, please submit the duly signed and filled “Account Closure Form” along with the relevant documents to your Relationship Manager or Service Branch

Or

You can also send the duly signed & filled form along with the supporting documents directly to our Head Office at the following address-

Indiabulls Securities Limited,
Account Opening Department,
12th Floor, Tower-A, Building No.5,
DLF Phase-3, DLF Cyber City
Gurgaon - 122002, Haryana.

Note:

  • All outstanding dues must be cleared before submitting this form
  • An account closure form can be used for closing only one Demat Account.
  • To close multiple Demat accounts linked to your trading account, separate “account closure form(s)” for each Demat account needs to be submitted.
  • Separate closure form(s) need to be submitted if demat account(s) are with different depositories (NSDL & CDSL).
  • No stocks should be lying in the Demat Account. Incase stocks are there in the Demat Account, then:
    • Delivery Instruction Slip (DIS) needs to be provided along with the account closure form for stocks movement
    • Rematerialization Request Form (RRF) needs to be provided if the stocks needs to be rematerialized. To download the format for "Rematerialization Request Form (RRF)"; please refer to the following head "To rematerialize securities held in your Demat Account"
  • Form needs to be signed by you (the client) only and the signature on the form must match with that in our records.
  • The form needs to be sent as Hard copy only. Incomplete or wrongly filled forms would be rejected.
  • If you have enrolled for RSA, you need to return the RSA token to Indiabulls Head office before your account closure request is processed. Non submission of the token could result in a debit of Rs. 300/- on your account.
  • Security Token should only be sent to Head Office at the address mentioned above.
  • All unused DIS (if any) needs to be submitted while closing the Demat Account with Indiabulls.

Download Account Closure Form

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To rematerialize securities held in your Demat Account

You can convert securities held in electronic form in a Demat account to an equivalent number of securities in physical form (share certificates).

To convert the dematerialized securities in physical form, please fill and submit the duly signed & filled form to your Indiabulls Service Branch.

Or

Send the duly signed & filled form to the following address:

Indiabulls Securities Limited
Depository Division - Demat/Remat Team,
12th Floor, Tower-A, Building No.5,
DLF Phase-3, DLF Cyber City
Haryana.

Note:

  • The form needs to be submitted in triplicate for each ISIN/security.
  • Name of the security & its corresponding ISIN must be filled.
  • Requests for balances under lock-in through a separate Rematerialization Request Form (RRF) & must not be mixed with the free securities.
  • Separate RRF to be submitted for Lock-in securities belonging to same ISIN but having different release dates/lock-in reason.
  • Lot type (Jumbo or Market lot) to be mentioned clearly else the same would be sent in “Market Lot” by the registrar.
  • Information relating to the securities being rematerialized must be filled completely and correctly.
  • You must have sufficient free balance in your account for the ISIN for which the RRF is being submitted.
  • Form needs to be signed by all the account holders. The signature on the form must match with that in our records.
Download Rematerialization Request Form – CDSL

Download Rematerialization Request Form – NSDL

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To activate "Neat on Web" (NOW) facility for trading in Currency Segment

NOW (Neat on Web) is an online facility provided by NSE to trade in currency futures segment.

To trade on-line in the currency futures segment of NSE, you would need to subscribe to "Neat on Web (NOW)" facility.

To opt for this facility, please submit the duly signed and filled form to your Indiabulls service branch

Or

You can also send the duly signed and filled form to the following address:

Indiabulls Securities Limited,
Account Opening Department – NOW activation team
Indiabulls House, 448 – 451,
Udyog Vihar Phase – V,
Gurgaon – 122001, Haryana.

Note:

  • You need to execute a ‘Member-Client Agreement' & 'Risk Disclosure Document' for Currency Derivatives segment (if not executed already) & also provide the “Authority Letter for maintaining Running Account”. To download the format for "Authority Letter for maintaining Running Account"; please refer to the following head "To maintain or renew Running Account Facility "
  • E-mail ID needs to be compulsorily filled. User ID and password for trading on the NOW platform shall be sent by support@nowonline.in to your e-mail ID updated in Indiabulls records.
  • Opting for NOW shall lead to the deactivation of PIB & DIET ODIN (if provided).
  • Form needs to be signed by you (the client) only and the signature on the form must match with that in our records.
  • The form needs to be sent as Hard copy only. Incomplete or wrongly filled forms would be rejected.
Download NOW Activation Form

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To reactivate your Suspended Account

Please submit the duly signed and filled form to your Relationship Manager or Service Branch.

Or

You can also send this form directly to our Head office at the following address:

Indiabulls Securities Limited,
Account Opening Department,
12th Floor, Tower-A, Building No.5,
DLF Phase-3, DLF Cyber City
Gurgaon - 122002, Haryana.

Or

You can also send an e-mail from the registered e-mail address updated in Indiabulls records to the Customer Care Team at helpdesk@indiabulls.com.

Download Account Reactivation Form

X
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,
12th Floor, Tower-A, Building No.5,
DLF Phase-3, DLF Cyber City
Gurgaon - 122002, 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.
X
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.
X
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 DEMAT ACCOUNTS

Nomination has been made mandatory for all Demat Accounts. To operate your Demat account without a Nominee, You can tick the optionI/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 Commodities Limited
Account Opening Department,
12th Floor, Tower-A, Building No.5,
DLF Phase-3, DLF Cyber City
Gurgaon - 122002, 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

X
To activate "Electronic Statement(s) on e-mail" (ES) facility

Indiabulls provides the facility of "Electronic Statement(s) on e-mail", where in we would be sending digitally signed Electronic Statement(s)* on your registered e-mail address on periodic basis like electronic contract notes would be sent on execution of trade(s) in your Indiabulls Account etc. The "Electronic Statement(s) on
e-mail" facility comes with following benefits:

To register for this facility, please submit the duly filled & signed “Request Letter for Electronic Statement(s) on e-mail” to your Service Branch / Relationship Manager. You may also send this form at following address:

Indiabulls Securities Limited
Account Opening Department,
12th Floor, Tower-A, Building No.5,
DLF Phase-3, DLF Cyber City
Gurgaon - 122002, Haryana.

Download Request letter for Electronic Statement(s) on e-mail

Note: Once we receive the “Request Letter for Electronic Statement(s) on e-mail” at HO and update our records, you would be required to verify your e-mail address by logging in to your Online Indiabulls account (website/PIB) or by contacting Customer Care.

*Electronic Statement(s) include Transaction-cum-Holding statement, Demat Account Bill, Contract Notes, Ledgers & all other statement(s) with regard to Trading & Demat account(s) with Indiabulls Securities Limited.


X
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,
12th Floor, Tower-A, Building No.5,
DLF Phase-3, DLF Cyber City
Gurgaon - 122002, Haryana.


Important:
Please note that Proof(s) & form must be self attested by all the account holders

Download Demat Account Linking Form

X
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

To register for this product, please login to your “Online Trading Account” & send the activation request via the “Online Back Office” functionality (Click here)

Or

You can also register for this product by sending an activation request from your registered e-mail id to helpdesk@indiabulls.com

Activation charges for Power Indiabulls software are Rs.750/- and it is a onetime payment which will be deducted from your trading account post confirmation from your end.

Please confirm about the deduction of Rs 750/- from your account while requesting for Power Indiabulls facility through helpdesk@indiabulls.com

Note: Kindly mention your client id in all the communication with helpdesk@indiabulls.com

Or

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”,
12th Floor, Tower-A, Building No.5,
DLF Phase-3, DLF Cyber City
Gurgaon - 122002, Haryana.

Download Power Indiabulls facility Form

X
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
Account Opening Department,
12th Floor, Tower-A, Building No.5,
DLF Phase-3, DLF Cyber City
Gurgaon - 122002, 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

X
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 Department,
12th Floor, Tower-A, Building No.5,
DLF Phase-3, DLF Cyber City
Gurgaon - 122002, 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:

  1. All holders should sign all the documents in the presence of Indiabulls Official.
  2. Please carry the Proof of Identity and Proof of Address in original.

Download Bank Details Updation Form

X
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:

List of valid Identity Proof:

  • (1) PAN card with photograph, (2) Passport, (3) Voter ID card, (4) Driving License,(5) Unique Identification Number (Aadhaar) (6) 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.
List of valid Address Proof (Applicable for both Indian & foreign 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 in original 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 3 months old), (7) Self – declaration by High Court & Supreme Court judges, giving the new address in respect of their own accounts. ,(8) Unique Identification Number (Aadhaar), (9) Registered Lease or Sale Agreement of residence or flat maintenance bill (10) 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. (11) Gas bill (not more than three months old)

    Note: The proof of address in the name of the spouse may be accepted.


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.

Forms to be filled:
For change of address in Trading and Demat account - Securities
Account Address Change Form - Securities

X
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

Send the duly filled form to the following address:

Indiabulls Securities Limited
Account Opening Department,
12th Floor, Tower-A, Building No.5,
DLF Phase-3, DLF Cyber City
Gurgaon - 122002, Haryana.


Download Contact Details Updation Form

X
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.

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:

  1. For change of Securities Branch or Relationship Manager
    Client Reallocation Request Form-Securities

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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 –SMS Alert Facility,
12th Floor, Tower-A, Building No.5,
DLF Phase-3, DLF Cyber City
Gurgaon - 122002, Haryana.

Download ECS updation form for Demat Account


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Issuance of Delivery Instruction Slip (DIS) booklet

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 For

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KYC DETAIL MODIFICATION FORM FOR INDIVIDUALS

You need to submit the KYC details modification form for individuals along with the modification requests in order to get the modification done in your Trading account.

Modification requests include requests received w.r.t change in address, updation of contact details (email and mobile number), bank details, financial details, PAN details, reactivation request.

Send the duly filled form to the following address:

Indiabulls Securities Limited
Account Opening Department,
12th Floor, Tower-A, Building No. C5,
DLF Phase-3, DLF Cyber City
Gurgaon - 122002, Haryana

Note:  All modification requests must be submitted along with the attached format as well as the supporting documents of financial detail


Download KYC DETAIL MODIFICATION FORM FOR INDIVIDUALS

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To reactivate your Suspended Commodities Account

To reactivate your Suspended Trading Account

As per the circular received from both the Commodities Exchanges (MCX & NCDEX) via circular No. ‘MCX/COMP/298/2010, Dated: August 21, 2010’ & ‘NCDEX/MEMBERSHIP-002/2010/224, Dated: August 31, 2010’, reactivation of commodities trading account would be done only on receipt of the undertaking format.

To reactivate your suspended account, you need to provide an account reactivation undertaking, only for the cases wherein there is no material change in your KYC details.

In case of changes in the KYC details (change in PAN, Address & Bank Account Details), a fresh KYC form is required to be submitted along with the following documents:

  • Enclosed undertaking
  • Copy of PAN Card

In addition to this, the following documents need to be submitted, incase of change(s) in:

  1. PAN details: PAN Updation/Modification Form along with a copy of valid Identity Proof if photograph on the PAN Card is not clear – for individual account only. To download the format for "PAN Updation/Modification"; please refer to the following head "To update your PAN Details in Commodities Account"

  2. Address details:  Address Change Form along with a copy of valid Address Proof. To download the format for "Address change"; please refer to the following head "To update your Address in Commodities Account "

  3. Bank Account details: Bank Updation Form along with a copy of valid Bank Proof. To download the format for "Bank Updation"; please refer to the following head "To update your Bank Details in Commodities Account "

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 Commodities Limited
Account Opening Department,
12th Floor, Tower-A, Building No.5,
DLF Phase-3, DLF Cyber City
Gurgaon - 122002, Haryana.

To reactivate your suspended Demat Account, you must submit a duly filled & signed freeze/unfreeze request form.

For the reactivation of all non-individual commodities trading account the enclosed format should be printed on the letter head of the firm / company duly signed by authorized signatory / representative / partner / karta (signature on the undertaking should match with the signature updated in our records) along with the seal of the firm / company. For any updation/deletion in corporate account, in addition to the above mentioned document(s), a copy of board of resolution stating the change is also required.

  • Closed Demat Accounts cannot be reactivated and you would be required to open a new Demat Account.
  • Only the Hard copies of the undertaking would be accepted. Incomplete or wrongly filled undertaking would be rejected.
  • Undertaking needs to be signed by you (the client) only and the signature on the form must match with that in our records.
  • All documents must be self attested.
  • Reactivation would also be dependent on the fulfillment of any other deficiencies (if any), that have arisen in the time period the account was under suspension.

Download Commodities Account Reactivation Form

X
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 with CDSL: SMS alert facility form – CDSL

If Demat A/C 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.

X
To operate a Demat Account with or without 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.

Indiabulls Securities Limited
Depository Division – Nomination facility,
12th Floor, Tower-A, Building No.5,
DLF Phase-3, DLF Cyber City
Gurgaon - 122002, Haryana.

You can also deposit this duly signed form at your Indiabulls Service Branch.

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 with CDSL: Nomination Form – CDSL

If Demat A/C with NSDL: Nomination Form – NSDL


X
To activate "Electronic Contract Notes on Email" facility (ECN)


Indiabulls has launched the "Electronic Contract Notes on E-mail" Facility where in we would be sending digitally signed Electronic Contract Notes on your registered E-mail ID whenever you execute trades in your Indiabulls Commodities Account. 

The "Electronic Contract Notes on E-mail" facility comes with following benefits:

  • Fast & easy access to Contract Notes: You would receive digitally signed contract notes on your E-mail 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 your Service Branch/Relationship Manager. You may also send this form at the following address:

Indiabulls Commodities Limited
Account Opening Department,
12th Floor, Tower-A, Building No.5,
DLF Phase-3, DLF Cyber City
Gurgaon - 122002, Haryana.

Download ECN registration form - commodities

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). 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.

X
To close your Indiabulls Commodities Account

To close your Indiabulls Commodities Trading Account

Please submit the duly signed and filled “Account Closure Form” along with the relevant documents to your Relationship Manager or Service Branch

Or

You can also send the duly signed & filled form along with the supporting documents directly to our Head Office at the following address

Indiabulls Commodities Limited
Account Opening Department,
12th Floor, Tower-A, Building No.5,
DLF Phase-3, DLF Cyber City
Gurgaon - 122002, Haryana.

Note:

  • Form needs to be signed by you (the client) only and the signature on the form must match with that in our records.
  • The form needs to be sent as Hard copy only. Incomplete or wrongly filled forms would be rejected.
  • All outstanding dues need to be cleared before submitting the form.
  • Separate form needs to be submitted for closing the Demat Account.

Download Account Closure Form - Commodities

To close your Demat Account linked to your Commodities Trading Account

Incase you intend to close your demat account linked to your Commodities Trading Account, please submit the duly signed and filled “Account Closure Form - Demat” along with the relevant documents to your Relationship Manager or Service Branch.

Or

You can also send the duly signed & filled form along with the supporting documents directly to our Head Office at the following address-

Indiabulls Securities Limited
Account Closure Team,
12th Floor, Tower-A, Building No.5,
DLF Phase-3, DLF Cyber City
Gurgaon - 122002, Haryana.

Note:

  • To close multiple Demat accounts linked to your trading account, separate “account closure form(s)” for each Demat account needs to be submitted.
  • Separate form needs to be submitted if demat account(s) are with different depositories (NSDL & CDSL).
  • Form needs to be signed by you (the client) only and the signature on the form must match with that in our records.
  • The form needs to be sent as Hard copy only. Incomplete or wrongly filled forms would be rejected.
  • All unused DIS (if any) needs to be submitted while closing the Demat Account with Indiabulls.
  • Name of the client should be in same sequence as that in our records.
  • No commodities should be lying in the Demat Account. Incase commodities are there in the Demat Account, then either of the following steps need to be followed –
    • Delivery Instruction Slip (DIS) needs to be provided along with the account closure form for stocks movement. To download the format for "Deliver Instruction Slip (DIS)"; please refer to the following head "Change in the Format of Delivery Instruction Slips / Additional Annexure required till 30th September, 2008"
      Or
    • Incase Demat ID has been mentioned on account closure form, Client Master Report duly stamped and signed by official of target DP needs to be provided in Crystal Format.

Download Account Closure Form - Demat

X
To link your Demat Account with Indiabulls Commodities Account

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 Relationship Manager or Service Branch. You may also send this form at the following address:

Indiabulls Commodities Limited
Account Opening Department,
12th Floor, Tower-A, Building No.5,
DLF Phase-3, DLF Cyber City
Gurgaon - 122002, Haryana.

Download Demat account linking form - commodities

X
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 Relationship Manager or Service Branch. You may also send this form at the following address:

INDIABULLS COMMODITIES LIMITED
RMS Department – “PIB Request form”,
12th Floor, Tower-A, Building No.5,
DLF Phase-3, DLF Cyber City
Gurgaon - 122002, Haryana.

Download Power Indiabulls Facility Form - Commodities

X
To update your PAN Details in Commodities Account

To update your PAN details in 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 Commodities Limited
Account Opening Department,
12th Floor, Tower-A, Building No.5,
DLF Phase-3, DLF Cyber City
Gurgaon - 122002, Haryana.

Important:

  • Please note that all proof(s) & form must be only signed by the Commodities Trading Account holder(s). Click Here to know the list of “valid ID Proof(s)”
  • Only the holder(s) requesting for the modification/change need to submit their respective proof(s).

Download PAN updation & modification form - Trading

To update your PAN details in 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
Depository Division – PAN Updation/Modification Team,
12th Floor, Tower-A, Building No.5,
DLF Phase-3, DLF Cyber City
Gurgaon - 122002, Haryana.

Important:

  • Please note that all proof(s) & form must be signed by all the Commodities Demat Account holder(s). Click Here to know the list of “valid ID Proof(s)”
  • Only the Holder(s) requesting for the modification/change need to submit their respective proof(s).

Download PAN updation & modification form - Demat


X
To update your Bank Details in Commodities Account

To get a new bank account linked with your Trading Account

You can get a new Bank account linked with your Commodities 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 Commodities Limited
Account Opening Department,
12th Floor, Tower-A, Building No.5,
DLF Phase-3, DLF Cyber City
Gurgaon - 122002, Haryana.

Important: Please note that all proof(s) & form must be only signed by the Commodities Trading Account holder.

Download Bank details updation form - Trading

To get a new bank account linked with your Demat Account

You can get a new Bank account linked with your Commodities Demat 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
Depository Division – PAN Updation/Modification Team,
12th Floor, Tower-A, Building No.5,
DLF Phase-3, DLF Cyber City
Gurgaon - 122002, Haryana.

Important: All holders should sign 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 - Demat

X
To update your Address in Commodities Account

To update your address in Trading account

To change your address in your Commodities Trading Account, please submit the form with the required documents to your Indiabulls Service Branch.

Click Here to know the list of documents to be submitted.

Or

Send it to us at the following address:

INDIABULLS COMMODITIES LIMITED
Account Opening Department – Address Change Team,
Indiabulls House, 448 – 451, Udyog Vihar,
Phase – V, Gurgaon – 122001,
Haryana.

Download Address change form - Trading

To change your address in your 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 required Documents as mentioned on the forms. Click Here for the list of “valid ID & Address proofs”

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

Download Address change form - Demat

X
To update your Contact Details in Commodities Account

To update your contact details in Trading account

Please fill up the form and submit the same to your Indiabulls Service Branch.

OR

Send it to us at the following address:

Indiabulls Commodities Limited
Account Opening Department,
12th Floor, Tower-A, Building No.5,
DLF Phase-3, DLF Cyber City
Gurgaon - 122002, Haryana.

Download Contact details updation form - Trading

To update your contact details in Demat account

Please fill up the form and submit the same to your Indiabulls Service Branch.

OR

Send it to us at the following address:

Indiabulls Securities Limited
Depository Division – Account Opening Department
12th Floor, Tower-A, Building No.5,
DLF Phase-3, DLF Cyber City
Gurgaon - 122002, Haryana.

Download Contact details updation form - Demat


X
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,
12th Floor, Tower-A, Building No.5,
DLF Phase-3, DLF Cyber City
Gurgaon - 122002, Haryana.

Download ECS updation form for Demat Account

X
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.

OR

Send it to us at the following address:

INDIABULLS COMMODITIES 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.

For change of Commodities Branch or Relationship Manager
Client Reallocation Request Form-Commodities



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Getting started with trading can be tough, with the help of the below tools trading would be effortless.

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Power Indiabulls (PIB)
Mobile Power Indiabulls (MPIB)
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News & Updates
Indiabulls has once again revolutionized the world of mobile trading through the launch of MPIB. Mobile Power Indiabulls is the state of the art mobile trading platform from Indiabulls Securities that makes trading on the move a totally seamless experience. The application allows the client to view live streaming quotes, trade in equities as well as derivatives segment, view trading reports and account details. This latest offering from Indiabulls securities is again a benchmark trading platform in its category and its rich user interface and seamless trading options allow the clients to enjoy high speed trading on their handheld devices. The application is currently available for Nokia, Android & Blackberry Phones.

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Important Guidelines
In our endeavour to create a world of smart investors, we advise our clients to carefully go through the set guidelines while dealing in Capital Markets.

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Announcements
  1. The Running account authorization would continue until it is revoked. The same is revocable at anytime, subject to a written notice of 15 days from the receipt of the revocation letter by “Indiabulls Securities Limited”

  2. 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,  please refer to the following head "Receiving E-statements & SMS Alerts" under the section "Download Forms"

    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.

  3. Pursuant to SEBI Directive, Nomination has been made a mandatory requirement for all Demat Accounts. please refer to the following head "Operation of Demat Account with(out) a Nominee" under the section "Download Forms"

  4. 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:

    1. Calculation of limitation period from the end of the quarter during which the disputed transactions were executed

    2. 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

  5. To know about the arbitrage process, Click here

  6. "Documentary evidence of Financial Details" to trade in the derivatives segment has been made a mandatory requirement by the Stock Exchanges. To know more about this, Click here

  7. Indiabulls Securities Limited discloses herewith that it undertakes Proprietary Trading in addition to Client Based Trading.

  8. Observation / Caution letters based on trading pattern of trading members and their client(s) To know more Click here