National Securities Depository Limited · BSE:NSDL
National Securities Depository — Investor Presentation (July 2023)
39 slides from National Securities Depository's investor presentation, July 2023
Slide 1: Investment in Government Securities – Why and How for Retail Investors
Investment in Government Securities – Why and How for Retail Investors Be A Prudent Investor
Slide 2: Indian Securities Market - Overview
Indian Securities Market - Overview Market Regulator SEBI Stocks and Commodities Other Depositories Derivative Intermediaries Exchanges Stock Brokers, RTAs, Mutual NSE, BSE, MSE, NSDL, CDSL Funds, MCX etc. Investment Advisors etc.
Slide 3: Starting Investment in Securities Market
Starting Investment in Securities Market Accounts Required Bank Account Trading or Broking Account Demat Account Many DPs offer a 3-in-1 account opening facility which gives you the convenience of opening a trading, demat and bank account – all together. Now many DPs are offering online demat accoun
Slide 4: About NSDL
About NSDL 1996 Demat accountholders First One of the leading present in 99.27% of Depository in Depositories in the world pincodes in India India Wide service network – all States and UTs No. of Service Centres – 59,682
Slide 5: Growing Custody Value
Growing Custody Value > 89% 294.45 337.39 Market Share 227.51 119.30 67.56 Dec. Dec. 2015 Dec. 2020 Dec. June 2023 2010 2021 Total Value of All Assets Held In All NSDL Demat Accounts in ₹ Lakh Crore
Slide 6: NSDL’s Progress
NSDL’s Progress 350 Bank deposits and 302 300 NSDL Custody Value 250 244 200 186 172 169 160 155 146 150 140 Aggregate Bank Deposits 129 of All Scheduled Banks (in 117 ₹ Lakh Crore) 110 100 NSDL Demat Custody Value (in ₹ Lakh Crore) 50 Bank Deposit Source : RBI 0 Bulletins Mar. 31, 2017 Mar. 31, 201
Slide 7: NSDL’s Progress
NSDL’s Progress GDP and NSDL GDPCustody Value and NSDL Custody Value 350 302 300 250 244 237 201 198 GDP at Market Price (in ₹ Lakh Crore) 200 190186 NSDL Demat Custody Value (in ₹ Lakh 171172 Crore) 154 160 146 150 100 50 GDP Source : https:// dbie.rbi.org.in/ 0 2016-17 2017-18 2018-19 2019-20 2020
Slide 8: Indian Securities Market - Depository System
Indian Securities Market - Depository System Issuer Company / RTA Clearing Corporation (NSE Clearing Other Depository Limited/ Indian Clearing Corporation Limited) DP 1 DP 2 Stock Broker / Stock Broker / Trading Member 1 Investor 1 Investor 2 Clearing Member 2
Slide 9: Services offered by Depository Participant
Services offered by Depository Participant Account Opening Change in account details Demat*, Remat of Account freeze securities, (Account level, ISIN Conversion & Redemption level of Mutual Fund Units and Quantity level) Transfer of securities** Pledge and Margin Pledge of securities *Even unlisted
Slide 10: Key points on Anti-Money Laundering
Key points on Anti-Money Laundering Legislative and Regulatory References • Prevention of Money Laundering Act, 2002 • Prevention of Money Laundering (Rules), 2005 • SEBI Master Circular – October 15, 2019 What is Money Laundering (ML)? • Money Laundering is “the process in which the proceeds of cri
Slide 11: Key points for all Investors
Key points for all Investors Individuals: • Provide officially valid documents for proof of identity and address • Furnish correct information on income, occupation, business, marital status, etc. • Provide accurate financial information – salary or business income as applicable • Inform about any c
Slide 12: Be a Prudent Investor
Be a Prudent Investor Keep record of documents signed, account statements, contract notes received and payments made. Save important emails and take periodic back up of data. Change password of your online accounts frequently. Never share your passwords, OTP, CVV and PIN with any one. Never click on
Slide 13: Be a Prudent Investor
Be a Prudent Investor Inform your DP about any change in your Personal Information such as address, bank account immediately. Always mention your Mobile Number and email ID in account opening form and keep them updated. NSDL publications and presentations are available in Hindi, English and other la
Slide 14: Be a Prudent Investor – Don’ts
Be a Prudent Investor – Don’ts Never deal with any unregistered or unauthorised market intermediary. Check on the SEBI’s website that your stock broker / authorised person, mutual fund distributor, investment advisor are registered with SEBI. Never invest with borrowed money. Avoid unnecessary loans
Slide 15: Be a Prudent Investor
Be a Prudent Investor Nominate Karo - Surakshit, Samajhdaar, | a NSDL aur Atmanirbhar Niveshak Bano! Tecate Hurry!! Last date is 30% September, 2023 ; r NOMINATE YOUR LOVED ONES TODAY!! Opting-in/Opting-out of nomination is mandatory in your Demat Account to avoid your account becoming inactive SCAN
Slide 16: Be a Prudent Investor
| Be a Prudent Investor @ NSDL Technology, Trust & Mawel (er Do Not Fall Prey To Stock Tips, Hot Picks etc. Circulated on Twitter, Instagram, WhatsApp, Telegram, Unsolicited SMS, YouTube Channels etc. Be a Prudent Invest nsult a SEB/ intsgiist red Investment Advisor and D i e Investing
Slide 17: Be a Prudent Investor
| Be a Prudent Investor @ NSDL Technology, Trust & Mawel (er Do Not Invest In Any Ponzi Scheme, Unregistered Collective Investment Scheme or Any Other Schemes Promising Unrealistic Returns
Slide 18: NSDL Newsletter for Investors
NSDL Newsletter for Investors The Financial Kaleidoscope – Free monthly newsletter Newsletter – The www.nsdl.co.in Education Financial Kaleidoscope
Slide 19: SEBI’s Mobile App for Investor Education
SEBI’s Mobile App for Investor Education
Slide 20: If You are holding Securities in Paper form
If You are holding Securities in Paper form 1. Provide PAN, KYC information and Nomination to RTA / Company for all joint holders. 2. Get PAN and Aadhaar linked for all joint holders. 3. Folio may be frozen if not complied. 4. Electronic interface provided by company / RTA for various service reques
Slide 21: Grievances Redressal
Grievances Redressal Read Investor Charter at www.nsdl.co.in Education 1. Lodge your complaint with SEBI at www.scores.gov.in/ or SEBI Mobile App - SCORES 2. SEBI Toll free helpline - 18002667575 / 1800227575 3. NSDL helpline - 022-48867000/022- 24997000 4. Online submission of Grievances at www.n
Slide 22: Investment in Government Securities - Why and How for Retail Investors
Investment in Government Securities - Why and How for Retail Investors
Slide 23: What are Government Securities?
What are Government Securities? 1. Government Securities (G-Sec) are securities issued by RBI on behalf of central or state governments to borrow from financial market. 2. Tenure – i. Short term securities - maturity period less than 1 year. Generally, known as Treasury Bills (T-Bills). ii. Long ter
Slide 24: Why to Invest in G-Sec?
Why to Invest in G-Sec? Sovereign Guarantee Unlike other fixed income products like bank FDs, debt funds etc. that carry a credit risk, Better Returns G-Sec are guaranteed by Govt. of India. Lock in attractive interest rates with up to 40 years, unlike bank FDs that have a maximum tenure of 10 years
Slide 25: Why to Invest in G-Sec?
Why to Invest in G-Sec? 1. These are available in a wide range of maturities from 91 days to as long as 40 years to suit the duration of varied liability structure of various institutions. 2. Ease of entry and exit - Investor can buy and sell the government bonds in the secondary market. This market
Slide 26: How are G-Sec Issued?
How are G-Sec Issued? 1. The Public Debt Office (PDO) of RBI, acts as the registry and central depository for G-Sec. 2. G-Sec are issued in two forms – as physical stock or in electronic form. 3. Holding G-Sec in the electronic form is safer and more convenient alternative. 4. Investors can hold G-S
Slide 27: How to Invest?
How to Invest? 1. G-Sec are issued in primary market through an auction conducted by the RBI. 2. Till some years back, investment in G- Sec was restricted to banks and large financial institutions as the minimum ticket size of ₹5 crore. 3. Now RBI has opened it up to retail investors with a minimum
Slide 28: How to Invest?
How to Invest? 5. There is no need for investors to open separate demat account for holding government securities and their existing demat account can be used. 6. The exchanges open a non-competitive bidding window every week for G-Sec. Bids for T-Bills are collected from Monday to Tuesday and for B
Slide 29: How to Invest?
How to Invest? 8. Government bonds are now listed on the exchanges and you can buy/sell them just like stocks. 9. T-bills are not listed and premature exit is not possible through exchange. 10.Alternatively, investment in G-Sec can be achieved by investing in units of dedicated gilt funds.
Slide 30: Retail Direct Account
Retail Direct Account 1. Retail Direct account can be opened by any retail investor at https://www.rbiretaildirect.org.in/. 2. Steps to open account : Step 1: Go to https://www.rbiretaildirect.org.in/. Step 2: Select option ‘Open RBI Retail Direct Account’. Step 3: Your may choose to open Sing
Slide 31: How to Invest Through NSE goBID?
How to Invest Through NSE goBID? 1. NSE goBID (Government Bond Investment Destination) is an online platform through which retail investors can purchase G-Sec. 2. How to Invest in Government Securities? Step 1: One time register at https://www.nseindiaipo.com/eipodc/rest/login. Step 2: After suc
Slide 32: How To Invest Through BSE Direct?
How To Invest Through BSE Direct? Click on New Select you Enter you PAN Registrations trading member BSE Direct is a web based platform for individual investors Registered UCC, Enter demat to invest in G-Sec. mobile number details and agree Enter OTP sent on and e-mail id will on terms and mobile an
Slide 33: How To Demat Physical SGL holdings?
How To Demat Physical SGL holdings? The physical certificate s are registered in the name of the holder with any PDO of RBI. The client will submit a request to the DP in ‘Dematerialisation Request Form for 1. Physical certificates to be Government Securities’ along with following documents : demate
Slide 34: How To Demat Physical SGL holdings?
How To Demat Physical SGL holdings? ii. Ensure to fill the following details on the form : a) Enter the option exercised as ‘Submitting Physical G-Sec to NSDL’ b) Account Number c) Account Holder Name d) Name of the Security e) Face Value of Securities to be Dematerialised f) Certificate Number iii.
Slide 35: Inter-depository Transfer of G-Sec
Inter-depository Transfer of G-Sec 1. Inter depository transfer of G-Sec held in demat account through IDT module is allowed only for those transferor clients who have submitted one time self-declaration (OTD) that the transactions involved in IDT are bona-fide transfer instructions and the OTD flag
Slide 36: Inter-depository Transfer of G-Sec
Inter-depository Transfer of G-Sec 5. On execution of IDT (debit instruction) of G-Sec in the NSDL depository system, quantity will be blocked (if the sufficient quantity is available) in the demat account of the Client and request for the same will be sent to other depository for confirmation. 6. O
Slide 37: Value Free Transfer of G-Sec
Value Free Transfer of G-Sec 1. Value free transfer (VFT) of G-Sec means transfer of securities from one SGL / CSGL account to another SGL / CSGL account, without consideration. 2. RBI permits such transfers in certain specified cases. Such as transfers on account of posting of margins, transfers ar
Slide 38: Follow us on
Demat Ki Paathshala - An initiative by NSDL for Investor Education Follow us on
Slide 39: THANK YOU
THANK YOU We welcome your feedback and suggestions about this program at www.nsdl.co.in / info@nsdl.com
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