Begin Your Stock Market Journey

Begin Your Stock Market Journey

There are a few tips on how to Begin your stock market journey

Select a broker of your choice . The broker must be registered with SEBI .

Enter into broker client agreement and fill the client registration form fulfilling the KYC .

On submission of your form ,depending on Broker ‘s speed you get a Unique client code . All your transaction are made under this code , and this code is mentioned in all your contract note .

You also have a DEMET ACCOUNT with your broker or with an authorized depositaries like Banks . Once your account is active you can trade using multiple facility avail to you.

Why does one need a broker ?

As per SEBI , only registered member can operate in the stock market , one can trade be executing a deal through a registered broker of a recongnized stock exchange or through a SEBI registered Sub – broker .

What is contract note ?

A Contract note describe the rate , date time at which the trade was transacted and the brokerage rate . A contract note issue in the prescribed format established a legally enforcable relationship between the client and member in respect of trade stated in the contract note . these are made in duplicate and the member and the client both keep a copy each . A client should receive the contract note within 24 hours of the executed trade .

What is a Book closure / Record date ?

Book closure are Record date help a company determine the shareholders of a company as on a given date .

Book closure refers to the closing of register of the names or investors in the records of a company .

Companies announces book closure date from time to time , the benefits of dividends , bonus issues , Right issue according to investors whose name appears on the company’s records as on a given date is known as record date .

An investor might purchase a share –  cum – dividends , right or bonus and may therefore expect to receive these benefits as the new shareholders . In order to receive this , the share has to be transferred in the investor’s name , or he would stand deprived of the benefits .

It is important for a buyer of a share to ensure that shares purchased at cum- benefits price are transferred before book closure . It must be ensured that the price paid for the share is ex- benefit are not cum – benefits .

What is the difference between Book closure and Record date ?

In case of a record date , the company does not close its register of a security holders .

Record date is the cutoff date for determining the Number of registered members who are eligilble for the corporate benefits . In case of Book closure , share cannot be sold on an the exchange bearing a date on the transfer deed earlier than the book closure .

No delivery Period – whenever a company announces a book closure or record date , the exchange setup a No – delivery period , for that security . During this period only trading is permitted in the security However these trades are settled only after the No – delivery period is over . ThIs is done to ensure that investor’s entitement for the corporate benefit is clearly determined .

What is settlement cycle ?

This accouting period for the securities traded on the exchange . Both NSE and BSE follow rollling settlement on at the end of this period , the obligation of each broker are calculated and the brokers settle their respective obligation as per the rules . by laws and regulation of clearing coorporation .

If a transaction is entered on the first day of the settlement , the same will be settled or the eighth working day excluding the day of transaction . However if the same is done on the last day of the settlement it will be settled on the fourth working day excluding the day of transactions .

Rolling settlement  –

The rolling settlement ensures that each day’s trade is settled by keeping a fixed gap of a specified number or working days between a trade and its settlement .At present the gap is five working days after the trading day . The waiting period is uniform for all trades .

When does one deliver the shares and pay the money to broker ?

As a seller , in order to ensure smooth settlement you should deliver the shares to your broker immediately after getting the contract note for sale but in any case before the pay – in day . currently the pay In is on 3rd day from the actual trade done , so it is advisable that those who have sold the shares transfer the shares comfortably by 2nd day , or they have to rush in the morning for getting their shares transferred .Best option would be to opt for Auto – pay in facility , which is explained earlier in this chapter .

Similarly as a buyer , one should pay immediately on the receipt of the contract note for purchase but in any case before the pay – in – day . Though this time could vary depending on your relationship with your broker .

What is Bad Delivery ?

SEBI has formulated uniform guidelines for good and bad delivery of documents . Bad delivery may pertain to a transfer deed being torn , mutilated , overwritten , defaced , or if there are spelling mistake in the name of the company or the transfer . Bad delivery exists only when shares are transferred physically . In Demet bad delivery does not exist .

What is an Auction ?

An auction is conducted for those securities that member fail to deliver/ short deliver during pay – in.

Three factors primarily give rise to an auction  : short deliveries , un rectified bad deliveries , and rectified company objections . When people fail to get the demet transaction , slips stamped for share transfer , the shortage of shares is fulfilled by the exchange through  auction mode .

How does transfer of Physical shares take place ?

After a sale , the share certificate along with a proper transfer deed duty stamped and complete in all respects is sent to the company for transfer in the name of the buyer  . Once the transfer is registered in the share transfer register maintained by the company , the process of transfer is complete .