No DIS Booklet? How To Complete Your Bond Transfer Smoothly

If You Don’t Have the DIS Booklet

If you haven’t received a DIS booklet from your broker yet, follow these steps first:

Step 1: Request A DIS Booklet From Your Broker

You can do this in one of two ways:

Option A: Online Request

• Log in to your broker’s app or website.
• Go to the “Transaction”, “Service Request”, or “DIS Request” section.
• Place a request for a new DIS booklet.
• The broker will send a physical copy to your registered address or it can also be taken from the nearest broker physical branch / office.

Option B: Offline Request

• Visit your broker’s office or service branch in person.
• Ask the representative to issue you a DIS booklet.
• You may need to fill a short request form or provide ID proof.

Note: It can take up to 10 working days to receive the booklet depending on your broker. Once you receive the DIS booklet, follow the steps ahead.

Step 2: Get The Required Transaction Details From Grip

Before filling the DIS slip, reach out to us to get the following information :

• ISIN (International Securities Identification Number)
• Security Name
• Quantity (number of units)
• Settlement Number
• CM BP ID
• CM Name
• Market Type

These details are mandatory and will ensure your DIS is filled correctly.

Step 3: Fill In The DIS Slip

Open your DIS booklet and fill in the slip using the details shared by us. Make sure you fill these fields:

Double-check each detail. Even a small error may cause the settlement to fail or be delayed.

Step 4: Submit The Filled DIS To Your Broker

You can submit the DIS to your broker in two ways:

Option 1 - In-Person :

• Visit your broker’s branch or office and handover the filled DIS to the bank representative.

Option 2: Courier

• Use a reliable courier to send the filled DIS to your broker’s official address. Keep the courier receipt for tracking.

At this stage, please reconfirm the exact pricing and settlement number with us. This information will be valid only on the date of execution (i.e., when the broker receives the filled DIS form)

If you're sending the DIS form via courier, leave the settlement number column blank and confirm the settlement number with the broker over a call when your broker receives the DIS.

Step 5: Wait For Debit Confirmation Email

Once your broker processes the DIS:

• The securities (bond units) will be debited from your Demat account.
• You’ll receive a debit confirmation email from your broker.

Step 6: Forward The Debit Email To Grip

• As soon as you receive the debit confirmation email from your broker, forward it to the Grip team at invest@gripinvest.in
• This acts as proof that your bonds have been transferred.

Important: Make sure to send this email before 2 PM on the day of transaction. This is necessary for completing your liquidity order on the same day.

Author: Grip Invest Editorial Team The Grip Invest Editorial Team is a group of Chartered Accountants, MBA (Finance) graduates, and Qualified Research Analysts dedicated to helping you invest smarter. We dive deep into India's fixed income landscape to deliver content that is accurate, up-to-date, and easy to understand. Whether you're exploring bonds, fixed deposits, or other fixed income opportunities, our guides cut through the noise and give you the clarity to make better financial decisions.

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Disclaimer - Investments in debt securities/municipal debt securities/securitised debt instruments are subject to risks including delay and/ or default in payment. Read all the offer related documents carefully. The investor is requested to take into consideration all the risk factors before the commencement of trading.
This communication is prepared by Grip Broking Private Limited (bearing SEBI Registration No. INZ000312836 and NSE ID 90319) and/or its affiliate/ group company(ies) (together referred to as “Grip”) and the contents of this disclaimer are applicable to this document and any and all written or oral communication(s) made by Grip or its directors, employees, associates, representatives and agents. This communication does not constitute advice relating to investing or otherwise dealing in securities and is not an offer or solicitation for the purchase or sale of any securities. Grip does not guarantee or assure any return on investments and accepts no liability for consequences of any actions taken based on the information provided. For more details, please visit www.gripinvest.in

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