Do not index
Do not index
Investing in unlisted shares has become an increasingly popular strategy among savvy investors looking to tap into early-stage growth stories. But once the transaction is complete, many are left wondering: Where exactly do these shares show up in my demat account?
Unlike listed stocks that reflect instantly and are easy to track, unlisted shares can be a bit elusive at first glance. This article will help demystify how and where to locate your unlisted holdings within your demat account - so you know your investment is safe and exactly where it should be.
The unlisted securities held in the demat will not be visible on Kite. They can be viewed on Console by visiting console.zerodha.com/portfolio/holdings.
The bonus shares will get credited under a temporary ISIN and will not be allowed for trading purposes immediately.
However, it will be reflected under the holding report as LST PEN which means Listing Pending (which is yet to be available for trading i.e. you can not sell those shares)
Once the bonus shares are listed they will be available for trading and will reflect in the portfolio holding.
The bonus shares will be available in holding but will not reflect in the portfolio till it's available for trading.
Off-market transactions will appear in your holdings once they are reflected in your Demat account.
To check your stock holdings, please follow the instructions as illustrated below:
- Click on "DETAILED VIEW"
- Select on type of instrument, i.e.
- For viewing equity transactions click on equity instrument, and
- Derivatives instruments to view Derivatives transactions
- Select type of holdings, i.e.
- Select POSITIVE holdings to view long positions,
- NEGATIVE holdings to view short positions,
- Select ZERO holdings to view closed positions,
- Select ALL to view all holdings
- Select your sub portfolio to view holdings in a sub portfolio.
You can check the allotment of shares in your Demat account linked to your HDFC securities online trading account.
To view your Portfolio, you can
- Select the Portfolio tab (placed at the bottom line of the app) where you can view your consolidated holdings, Open Positions as well as Portfolio.
- Click on Stocks portfolio where you also get a filtering, sorting and search option and get the stocks arranged in accordance to Name, Market value & Percentage change.
You will have to use the Kotak Securities Neo mobile app for viewing this. In the Neo app,
- Go to profile section from the top right corner of your home screen
- Click on reports and statements
- Click on DP/Demat holdings.
You will be redirected to the Kotak Securities website where you will be able to view your demat holdings.