How to Download My Demat Holding Statement

A demat holding statement is a record of your securities held in electronic form. It is essential for monitoring your stock investments, ensuring accuracy, and meeting compliance requirements. This content explains what such a statement contains, why it’s vital, and provides detailed, verified steps to download it via NSDL, CDSL, brokers like those partnered with Bajaj Markets, and DigiLocker. You will also find troubleshooting tips and best practices to manage your documents effectively.

Understand the key elements that make up your demat holding statement and why it plays a crucial role in monitoring and managing your investment portfolio.

What information does it contain

Following are the key details you’ll find in your holding statement:

• ISIN (International Securities Identification Number): A unique token that distinguishes each security.
  

• Security name and type: Such as equity shares, bonds, mutual funds.
  

• Quantity held: Number of units or shares.
  

• Market Value: Based on the latest available price; essential for portfolio tracking.
  

• Pledge status: Indicates if shares are pledged as collateral.
  

• Holder’s name and DP ID/Client ID: Verifies the account ownership.
  

Each element helps you verify your assets and track any irregularities or corporate actions.

Why it is important for investors

Here we consider the reasons why regular downloads matter:

• Error detection: Helps identify discrepancies like unauthorised transactions.
  

• Portfolio valuation: Gives a snapshot of current holdings and their worth.
  

• Tax calculations: Needed for reporting capital gains or dividend income.
  

• Record audits: Useful during financial audits or loan applications.
  

Staying updated also supports effective decision-making without the need to monitor each trade daily.

Explore all reliable platforms through which you can access your holding statement.

Via NSDL (IDeAS / CAS e‑Services)

Follow these steps to fetch your statement through NSDL:

1. Visit the NSDL e‑Services portal at https://eservices.nsdl.com.
   

2. Choose “Login to IDeAS” and enter your User ID and password.
   

3. After OTP authentication, navigate to the “Demat Services” section.
   

4. Select “View/Download Holding Statement” or request the monthly Consolidated Account Statement (CAS).
   

5. Download the PDF for the relevant month(s).

The NSDL e‑Services system provides accurate, certified statements that many institutions accept for official use.

Via CDSL (Easi / Easiest portal)

Access your holdings via this route:

1. Visit https://www.cdslindia.com and log in to Easi or Easiest.
   

2. Enter your DP ID and password or generate OTP via registered mobile number.
   

3. Go to “View Depository Account” and choose “Demat Holding Report”.
   

4. View or print the PDF.

CDSL’s portals are intuitive and allow seamless access to monthly CAS and holdings.

Via your broker or depository participant

Many brokers, including those on Bajaj Markets, offer integrated access:

1. Log in to your broker’s online trading platform.
   

2. Navigate to ‘Portfolio’ or ‘Demat Holdings.’
   

3. Select date range and download PDF or Excel versions.
   

Ensure your broker uses live feeds from NSDL/CDSL so all data is current. Though convenient, third‑party access can be delayed due to data refresh cycles.

Via DigiLocker (Consolidated Account Statement)

DigiLocker provides access to official CAS:

1. Log in at https://www.digilocker.gov.in using Aadhaar or registered credentials.
   

2. Under "Issued Documents", look for “Consolidated Account Statement” from NSDL/CDSL.
   

3. Download or request monthly statements.
   

These are digitally signed documents that carry legal value for official use and compliance checks.

Follow these verified instructions to download your holding statement from NSDL and CDSL.

NSDL login and statement retrieval

Begin your journey with NSDL login:

1. Visit the NSDL e‑Services site and log in.
   

2. Authenticate via OTP after entering your credentials.
   

3. Click on ‘Demat Services’ → ‘View/Download Holding Statement.’
   

4. Choose the time period and download the PDF.
   

5. Save and name the file using a consistent scheme like “2025‑06‑NSDL‑Holdings.pdf.”
   

CDSL login and statement download

Access your holdings via CDSL platform:

1. Visit the CDSL Easi portal and log in using DP ID/User ID.
   

2. Authenticate via OTP, depending on your login option.
   

3. Select “Depository" → “Demat Holding Report."
   

4. Choose the desired date and download the PDF.
   

5. Use systematic naming like “2025‑06‑CDSL‑Holdings.pdf.”
   

These step‑by‑step processes ensure you accurately retrieve certified statements.

Here’s how to resolve typical issues faced during login, generating statements or downloading reports.

• Incorrect credentials or expired password: Reset password via "Forgot Password" links on portals.
  

• OTP not received: Confirm that your registered mobile is active and correct; re‑send after waiting 30 seconds.
  

• Portal downtime: Use alternative times or check NSDL/CDSL Twitter accounts for maintenance alerts.
  

• Missing latest trades: Holdings update after trade settlement (T+2); wait accordingly.
  

• Unresponsive PDF links: Try a different browser or clear cache.

These solutions aim to reduce frustration during routine access.

The following are the recommended ways to save, name, organise and securely store your downloaded holding statements for future reference.

• Consistent naming: Use “YYYY‑MM‑Provider‑Holdings.pdf” format.
  

• Organised folders: Create sub‑folders for NSDL, CDSL and Broker statements by year.
  

• Secure backups: Store copies on cloud services and encrypted local drives.
  

• Monthly checks: Download statements monthly or quarterly.
  

• Use statements for filing taxes or loans: Statements are accepted by financial institutions for verification.
  

• Combine broker and depository reports: Helps reconcile any discrepancies.

These simple routines help maintain financial clarity and audit readiness.

By understanding the components of a demat holding statement and using verified download methods via NSDL, CDSL, brokers and DigiLocker, you can monitor investments accurately and confidently. Regular downloading, organising, and secure storage equips you to handle tax compliance and document verification effectively.

This content is for informational purposes only and the same should not be construed as investment advice. Bajaj Finserv Direct Limited shall not be liable or responsible for any investment decision that you may take based on this content.