- January 1, 2021
- Posted by: Umesh Paliwal
- Category: Blog
What is the Client Master Report or CMR Copy?
Client master report or CMR copy is the PDF document which contains all the details about the client who has opened a Demat account with brokers in India. The client master report or CMR copy is the most sought document for doing transactions in the unlisted market. Without this document, it is very difficult for the unlisted brokers such as UnlistedZone to do any transaction. The client master report copy is also the KYC requirement for the unlisted brokers such as UnlistedZone to carry out the transaction.
Client Master Report or CMR Copy is used by unlisted brokers such as UnlistedZone to verify two things.
1. To know from which bank account funds are coming.
2. To know which Demat account the shares are to be transferred.
How to get Client Master Copy from different Brokers?
In Zerodha, login to Kite, Go to Console> Under Console >Go to Accounts>Under Accounts>Go to Documents. In the documents, Select Documents as ” Zerodha CMR Copy”. The CMR copy will be sent to your email id within few hours.
2. Angel Broking
To view your CMR details online, please login to trade.angelbroking.com > Go to Menu > Select More > Select Settings > Click on My profile > Select View My KYC Copy.
Or If you are not able to download the CMR Copy, then simply drop an email to the customer care at firstname.lastname@example.org and they will provide the CMR within few hours in your email acccount.
The facility to view your KYC form in the Angel Broking app is currently not available but will be accessible soon.
In order to get Client Master List of Upstox, one can call on following numbers and you will get the CMR in your registered email.
4. Axis Bank
You can contact the following email id and telephone number to receive CMR copy on your email.
For DP related queries RI customers could write to us at DPhelp@axisdirect.in or call us 022- 68515400.
5. HDFC Securities
You can simply call on 022-2834-6690 or you can email to them at email@example.com. And they will provide the CMR in your email id.
You can find the CMR copy sent to you in your email when you have opened your demat account. You can also find it on the Groww app under personal details.
7. ICICI Securities
You can request a call or email to the customer care at the following details to obtain a CML copy (you can request a physical copy or soft copy as per your requirement).
Email id : firstname.lastname@example.org
8. Kotak Securities
For obtaining Client Master Copy you can write to Kotak Securities.
Email : email@example.com
If you have any queries regarding CMR Copy, you can email to us at firstname.lastname@example.org or you can join our Telegram Channel at https://t.me/joinchat/GPqCWa5D0CURbK4e