Stock Investment: Invest in Stocks Effortlessly with Torus Digital

How can I buy or sell stocks?

<AH> Step 1 : Select “Stocks” from Torus app
</AH>
<AB>

</AB> <AH> Step 2 : Click on the watchlist at the bottom of the screen.
</AH>
<AB>

</AB> <AH> Step 3 : Select the stock which you wish to buy from the watchlist.
</AH>
<AB>

</AB> <AH> Step 4 : After selecting the stock, please choose either a Buy or Sell order option.
</AH>

<AB>
To buy the stock, click on the "Buy" option and submit your order. After the order is successfully placed, you will receive a confirmation message stating "Order Placed.

Price: If you are not using the market price (Mkt. price), uncheck the "Mkt. price" box and enter your desired price in the "Price" field.

Stoploss: You can add or adjust a stop loss for the order by toggling the "Add Stoploss for Buy" switch and entering the stop loss value.

Advanced Options: Tap on "Advanced Options" if you need to access additional settings for your order, such as validity or other specific parameters.

</AB>

Check out the video below for more details.

How to transfer shares from other DP to Torus DP

Avail the benefit of managing your portfolio on a single platform which enables you to trade and invest and provides a seamless trading experience. Once your account is opened, you can follow any of the below steps as per your convenience, however, kindly ensure to check whether the demat account from which you wish to get your shares into Torus is with CDSL (Central Depository Services (India) Limited) or NSDL (National Securities Depository Limited).
If you are transferring your shares from a CDSL demat account to Torus, you can do so by following either of the options:

1) Online Method
2) Offline Method
<AH> 1) Online Method (via only CDSL's Easiest Platform)
</AH>
<AB> Please follow the steps outlined below for a smooth transfer:
Register for Easiest: Easiest is CDSL’s internet-based facility, which enables seamless online transactions. To get started, please complete your registration with Easiest:

1. Visit https://web.cdslindia.com/myeasitoken/home/Login and register for the Easiest facility.

2. Please enter your Demat details (16-digit DP ID): The first 8 digits represent the DP ID of your source broker & next 8 digits are your unique client ID. Kindly note, this DP ID and client ID should be the ones provided by your source broker (the broker from where you are transferring the shares to TMF DP), and not the TFM DP ID or client ID.

3. Create a user ID and set a security question. Once completed, a confirmation request will be sent to your DP for approval. 4. Add your Trusted Account (Buyer BO ID i.e. destination account where you want the shares to be transferred. In this case your Torus demat account).

5. Enter the Buyer BO ID (destination account – Torus demat account) and verify via OTP sent to your registered mobile number.

6. After verification, confirmation will be sent to your registered email ID.

Share Transfer Process:
1. Log in to your Easiest account. 2. Navigate to Miscellaneous > Edit Trusted Account and click on Add Trusted Account (Torus demat account).

3. Enter your Trusted BO ID (Torus demat account) and click on the Submit button. 4. A request for mapping the Trusted Account will be sent to your external DP (source account – i.e. from where you are transferring your shares) for approval. 5. After your Trusted Account is authorized by the DP, proceed with the following steps: 6. Go to Transaction > BO Linking > BO Linking Setup.

7. Enter the Buyer BO ID (Torus demat account) and Buyer PAN (your PAN), then click on the Submit button.

8. The BO Seller-Buyer Link Setup will be successfully completed (set up for linking the source & destination account)

For PIN Reset:

Once BO Seller-Buyer Link Setup is completed successfully a PIN (Personal Identification Number) is required to authorize transactions set up with your Trusted Accounts.
1. Navigate to Miscellaneous > Reset PIN.

2. Enter the required details and submit the request.

3. In case you have forgotten your PIN - Fill in the required details in the Reset PIN section. A new PIN will be sent to your registered email ID.

4. For Transfer shares to Trusted Demat account, click on “Transaction” then click on “Setup” and enter details.

5. Scroll to the bottom & Click on “Bulk Setup” tab.

6. Select the “Transaction” tab for Transferring shares from CDSL to CDSL.

7. Kindly ensure to select the Execution date (date when you want to transfer the shares) and the Counter BOID i.e. the destination account where you want the shares to be transferred. In this case, Torus account added earlier). Scroll down & select the ‘Entity Identifier’ as NA.

8. Scroll further down & click on the ‘+’ option on the right side of ISIN Details.

9. Once the page opens, click on ‘Account ISINs’ tab, you can see all the holdings. Click on the ISIN of the shares that you want to transfer. Mention the quantity & select the appropriate reason for transfer. Kindly note if the demat account holding pattern is the same at the source & destination demat account, then ensure to select the option ‘ Transfer to own account ’.

10. Click on OK. Repeat the process for each stock that you want to transfer.

11. The list of such selected holdings will appear under the ISIN details tab.

12. Click to Verify button at the bottom & then click OK.

13. You will see the list of shares selected by you for transferring. Select all the holdings & click on ‘Commit’.

14. Enter PIN & click OK. You will receive the screen displaying the Status of your request placed successfully.

</AB> <AH> 2) Offline Method (for transferring partial holdings)
</AH>
<AB> In case you wish to transfer only part of your holdings to Torus, you can do so by submitting a request to your DP (Depository Participant) with whom you hold your demat account. Here are the steps for Offline Share Transfer:

Request a DIS (Delivery Instruction Slip) Booklet by submitting a DIS Book Request to your DP in case you do not have a DIS book with you.
Courier the duly filled and signed request letter, signed by all joint holders, along with a self-attested copy of your PAN card to your DP.
Once the documents are verified, the DP will send the DIS Book to your registered address.
Fill and sign the Delivery Instruction Slip (DIS), ensuring all joint holders have signed.
Courier the DIS along with a stamped and signed CML copy of Torus Digital and the Addition of Beneficiary Account Form (if the beneficiary account is not already added) to your DP.
Ensure that the execution date on the DIS is valid to avoid rejection.
The DP will initiate the transfer process as per the date mentioned by you in DIS. You will need to verify it with an OTP sent by the depository.
After successful verification your shares will be moved to Torus Digital.

</AB> <AH> Transfer and closure (for complete transfer of holdings to Torus account & closing account with your existing DP) </AH>
<AB> Doing so enables you to track your portfolio under a single platform making it easier & convenient for the clients to take investment decisions and availing the benefit of experiencing seamless trading. Kindly note no charges will be levied under this process.
To initiate the transfer and closure, please follow the below process:

Fill up the transfer & closure form in the format prescribed by your DP.
Sign the form by all the holders.
Send the CML (Client Master List) of the Torus Demat Account with DP Stamp & Sign along with the closure & transfer form to your DP.

Once your DP processes the request and receives the necessary depository participant (DP) approval, your shares will be transferred to the Torus Digital DP account. Please note that this process may take approximately 7 days.
If you are transferring your shares from a NSDL demat account to Torus, you will need to follow the below Offline method:

Transfer of shares from your NSDL demat account to Torus </AB> <AH> How to transfer shares from NSDL to CDSL online?
</AH> <AB> Offline process :

If your DP is under NSDL , you can transfer your holdings to Torus by submitting a request to your DP (Depository Participant) with whom you hold your demat account. Here are the steps for Offline Share Transfer:

Request a DIS (Delivery Instruction Slip) Booklet by submitting a DIS Book Request to your DP in case you do not have a DIS book with you.
Courier the duly filled and signed request letter, signed by all joint holders, along with a self-attested copy of your PAN card to your DP.
Once the documents are verified, the DP will send the DIS Book to your registered address.
Fill and sign the Delivery Instruction Slip (DIS), ensuring all joint holders have signed.
Courier the DIS along with a stamped and signed CML copy of Torus Digital and the Addition of Beneficiary Account Form (if the beneficiary account is not already added) to your DP.
Ensure that the execution date on the DIS is valid to avoid rejection.
The DP will initiate the transfer process as per the date mentioned by you in DIS. You will need to verify it with an OTP sent by the depository.
After successful verification your shares will be moved to Torus Digital.

</AB>

Related Question

How to transfer shares from NSDL to CDSL online?

How to create a Watchlist?

Open the Watchlist Tab: Ensure you are in the "Watchlist" tab. This can be confirmed if the "Watchlist" icon at the bottom of the screen is highlighted.
Create a New Watchlist:

Tap on the " New watchlist " button located at the top of the screen.
Name Your Watchlist: You will be prompted to name your new watchlist. Enter the desired name and confirm.
Add Stocks to Your Watchlist:
Use the search bar labeled " Search symbols " to find stocks.
Type in the stock symbol or company name you want to add.
Select the stock from the search results to add it to your watchlist.

Once you’ve added the desired stocks, they will appear in your watchlist for easy monitoring.

How is intraday different from Delivery (CNC)?

Normally to buy shares, you must place (ensure availability of limit) 100% of the order value, while to sell shares, you need to have shares in your demat account. However, margins are blocked only to safeguard against any adverse price movement. With intraday trading, you can leverage on your trading limit by taking buy/sell positions much more than what you could have taken in cash segment. In intraday trading, you take buy/sell positions in stock(s) with the intention of squaring off the position within the same settlement cycle. If, during the course of the settlement cycle, the price moves in your favour (rises in case you have a buy position or falls in case you have a sell position), you make a profit. In case the price movement is adverse, you incur a loss.

How to transfer shares from NSDL to CDSL online?

You can transfer the shares from NSDL to CDSL by using the online Speed-e facility .

What is Speed E?

Speed E is an internet-based platform that enables shareholders to perform online transactions. It offers all the features of IDeAS, plus the ability to carry out transactions.
Investors can transfer shares between Demat accounts and perform other related transactions.
This service is similar to the Easiest facility provided by CDSL.

To use the Speed-e facility, you will need to create a new Speed-e account. Simply click on “New user registration” to get started.

There are two ways to register for a Speed-e account:

By using a password
Through a Smart Card

Before using the Speed-e facility, you need to create an IDeAS account. To do so, visit the IDeAS section on the NSDL website.
IDeAS (Internet-based Demat Account Statement):

IDeAS allow clients to view the securities held in their Demat account, along with their approximate market value.
It provides investors with a comprehensive overview and summary of the shares held in their name or under their PAN.
This service is similar to the EASI facility offered by CDSL.

<AH> How to create IDeAS account ? </AH> <AB> Step 1 - Click on IDeAS on NSDL page.

Step 2 - Click on “New user registration” tab.

Step 3 - Click on “New user registration” tab.

Step 4 - Click on “REGISTER”

After clicking on “REGISTER” following registration page will open.

Enter your preferred user ID.
Provide your full name and date of birth.
Choose the EDeAS facility from the options.
Once all the details are filled in, click on "Submit."

You will then see a "Registration Successful" confirmation window.

Fill the Details of the other broker where you have to transfer shares – Here, fill in the details of the other broker to whom you want to transfer the shares. This information will be required later, specifically in the CM BP ID box , for the share transfer process.
</AB>
How to register for a Speed-e account through a Smart Card.
You need to register for Smart card-based access to Speed-e to procure a digital signature certificate (DSC) to submit an on-market or off-market inter-depository transaction of your choice.

Download and fill the SPEED-e Application Form , Power of Attorney or obtain it directly from your DP.
Fill in all the required details.
Submit the duly filled-in form with the requisite documents to your DP.
DP will verify the details and then assign a User-Id that can help procure a Smart Card Kit, Digital Signature Certificate (DSC), and Personal Identification Number (PIN).
Install the Smart Card Kit on the computer along with the User-Id, DSC, and PIN for using SPEED E facility.
You can transfer the securities to the desired beneficiary using the inter-depository module. Note : The Speed-e facility is available to users only when their DP has subscribed to the Speed-e facility.

<AH> How to transfer shares using SPEED E facility.
</AH> <AB> 1. Log in to Speed-E using the user ID and password created via the Smart Card or password method.