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 methods and practices to manage your documents effectively.

A Demat Holding Statement offers a complete overview of your investment portfolio, helping you track assets, monitor performance, and ensure there are no discrepancies in your holdings. It serves as a vital document for maintaining financial accuracy and control.

Key Elements in a Demat Holding Statement

Your Demat Holding Statement includes essential details that verify ownership and reflect the current status of your investments:

• ISIN (International Securities Identification Number): A unique identification code assigned to each security.
  

• Security name and type: Specifies the category of the investment, such as equity shares, bonds, or mutual funds.
  

• Quantity held: Indicates the number of units or shares owned.
  

• Market value: Represents the latest valuation of your holdings based on current market prices.
  

• Pledge status: Shows whether your securities are pledged as collateral for loans.
  

• Holder’s name and DP ID/Client ID: Confirms account ownership and ensures accurate record-keeping.

Each of these details helps investors verify their holdings, detect any irregularities, and stay informed about corporate actions such as bonuses or dividends.

Why Investors Should Monitor Their Holding Statement

Reviewing your Demat Holding Statement regularly helps maintain accuracy and supports proactive financial management:

• Error detection: Identifies discrepancies or unauthorised transactions early.
  

• Portfolio valuation: Provides an updated snapshot of your investments and net worth.
  

• Tax compliance: Simplifies reporting of capital gains, dividends, and other income.
  

• Audit and verification: Serves as proof of holdings during financial audits or loan applications.

Regularly monitoring your Demat Holding Statement ensures transparency, strengthens financial planning, and helps you make informed investment decisions with confidence.

You can download your Demat Holding Statement through several official platforms to keep accurate records for portfolio tracking, audits, and tax purposes. Each method ensures secure access to verified statements recognised for compliance and official use.

Via NSDL (IDeAS / CAS e-Services)

Follow these steps to download your statement from the NSDL portal:

1. Visit the official NSDL e-Services website: https://eservices.nsdl.com.
   

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

3. Complete OTP authentication linked to your registered mobile number.
   

4. Go to the “Demat Services” section.
   

5. Choose “View/Download Holding Statement” or opt for the Consolidated Account Statement (CAS).
   

6. Download the PDF for the desired month(s).

NSDL’s e-Services platform provides certified, regulator-approved statements suitable for audits, verification, and financial documentation.

Via CDSL (Easi / Easiest Portal)

To view and download your holdings through CDSL:

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

2. Enter your DP ID and password, or authenticate via OTP on your registered mobile number.
   

3. Navigate to “View Depository Account” and select “Demat Holding Report.”
   

4. Download or print your statement in PDF format.

The CDSL portal offers a user-friendly interface that allows seamless access to your monthly CAS and latest holdings for accurate record keeping.

Via Your Broker or Depository Participant

Many brokers—including those partnered with Bajaj Markets—offer direct access to your Demat statement:

1. Log in to your broker’s trading platform or app.
   

2. Navigate to the “Portfolio” or “Demat Holdings” section.
   

3. Select a date range and download the report in PDF or Excel format.

Ensure your broker’s platform fetches data directly from NSDL/CDSL to reflect the most recent updates. While convenient, data refreshes on some third-party platforms may cause minor delays.

Via DigiLocker (Consolidated Account Statement)

You can also access your official CAS through DigiLocker:

1. Go to https://www.digilocker.gov.in and log in using your Aadhaar or registered credentials.
   

2. Under “Issued Documents,” find the Consolidated Account Statement (CAS) issued by NSDL or CDSL.
   

3. Download or request monthly statements as needed.
   

DigiLocker statements are digitally signed and carry full legal validity for compliance and verification purposes.

Regularly downloading your Demat Holding Statement from these official sources ensures your portfolio data remains accurate, up to date, and compliant with regulatory standards.

Follow these official steps to securely download your certified Demat Holding Statement from NSDL and CDSL platforms. Doing so ensures that your records remain accurate, traceable, and compliant with regulatory requirements.

Download NSDL Holding Statement

1. Visit the NSDL e-Services website: https://eservices.nsdl.com.
   

2. Log in using your User ID and password, then complete OTP authentication.
   

3. Go to “Demat Services” and select “View/Download Holding Statement.”
   

4. Choose the required time period (e.g., monthly or quarterly).
   

5. Download the PDF copy and store it securely, naming it systematically (e.g., 2025-06-NSDL-Holdings.pdf).

These official NSDL statements are digitally verified and widely accepted for financial audits, compliance checks, and record-keeping.

Download CDSL Holding Statement

1. Visit the CDSL Easi portal at https://www.cdslindia.com.
   

2. Log in with your DP ID/User ID and complete OTP verification.
   

3. Select “Depository” then “Demat Holding Report.”
   

4. Enter the relevant date range and click Download PDF.
   

5. Save the file using a clear format like 2025-06-CDSL-Holdings.pdf for easy tracking.

CDSL’s Easi and Easiest portals provide instant access to certified statements, ensuring accuracy and convenience for investors managing multiple accounts.

Following these steps ensures you retrieve verified, official statements suitable for portfolio reviews, audits, and tax reporting purposes.

Even official portals may occasionally face issues while accessing or downloading your Demat Holding Statement. Here’s how you can resolve the most common problems effectively:

Incorrect Credentials or Expired Password

• Reset your password using the “Forgot Password” option on NSDL or CDSL portals.
  

• Ensure the new password meets the platform’s security requirements.

OTP Not Received

• Verify that your registered mobile number is active and linked to your account.
  

• Wait about 30 seconds before requesting a new OTP.

Portal Downtime or Maintenance

• Try accessing the portal at a different time.
  

• Check the official NSDL/CDSL channels or Twitter handles for any maintenance updates.

Missing Latest Trades

• Remember that holdings update only after trade settlement (T+2).
  

• Wait until the settlement cycle completes before expecting the latest holdings to appear.

Unresponsive PDF Links

• Try using a different browser or clear your browser cache.
  

• Make sure your PDF reader software is updated to the latest version.

By following these quick fixes, you can ensure smooth access to your Demat Holding Statement without interruptions or delays.

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.