How can a client pledge shares online with Share India Securities Ltd.?

Pledging your shares online with Share India allows you to use your holdings as collateral to obtain additional margin for trading. The process is simple and fully digital, as outlined below:

Steps to Pledging Holdings on Share India Platform:

1. Login to Share India web portal or mobile app using your credentials.

2. Navigate to the ‘Holdings’ section.

3. You will see a list of all holdings available in your account.

4. By default, all holdings will be selected for pledge.

• Deselect any holdings that you do not wish to pledge.

5. Click on ‘Submit’.

6. will be automatically redirected to the CDSL portal, where the selected holdings for pledge will be displayed.

7. An OTP will be sent to your registered mobile number/email ID.

8. Enter the OTP to verify and complete the pledge process.

9. You will receive a confirmation notification from CDSL regarding the successful pledging of your holdings.

Offline Process to Pledge Shares with Share India:

To pledge shares offline, clients are required to follow the steps mentioned below:

1. Send an Email Request:

a. The client must send an email to any of the following email IDs:

• support@shareindia.com
• backoffice@shareindia.com

b. The email should include the following details:

• Trading Code (UCC)
• Demat Account Number
• Client Name
• Name of the Scrip to be pledged
• Quantity of Shares to be pledged

2. Upon receiving the email, the pledge request will be initiated in the system by Share India.

3. The client will receive a CDSL link on their registered mobile number and email ID.

4. Confirm Pledge via OTP: The client must click on the link and enter the OTP received on their registered mobile/email to confirm the pledge of shares.

5. Confirmation & Status Update:

• A success message will be displayed on the CDSL screen upon confirmation.
• The pledged shares will also be reflected in the client’s system within an hour.