Opening TMS Account
Step 1: Download the KYC Form
Step 2: Print and Fill the Form
Step 3: Go to TMS Client Registration and Fill your details
Step 4: Upload previously filled KYC form along with Citizenship (both front and back), Office ID , Copy of PAN card, Birth certificate along with Guardians Citizenship in case of minor, Passport size Photo
Step 5: Submit the form
Step 6: Visit Office along with original KYC Form Personally or Contact the office via phone (in case of not being able to be physically present),
Our office has multiple departments so please be sure to contact concerned department. Emails sent to unconcerned Department might get unread and your request might go on hold. Following are the tasks performed by each department:
Customer service Department (CSD):
Client KYC form submission and approval, Basic client details correction on TMS (Bank account, Contact Details, Personal Details).
Depository Participant (DP):
Opening DMAT account, Share Pledge/Un pledge, Share transfer, Dematerialization of shares
Payments, Account Ledger Inquiry
Purchase and sales of Stocks in case of offline TMS accounts.
For more details on services please go here.
How to send payment of purchased shares
You can make payment directly through TMS using your ConnectIPS account of Internet banking (Current supports only Global IME Bank). You can follow the following steps in making payment through TMS:
Step 1: Go to Fund Management>Fund Settlement>Buy Information
Step 2: Mark the purchase bill you want to make payment for.
Step 3: Click on make settlement
Step 4: Click on Proceed with payment
Step 4: Select EOD Pay in
Step 5: Select Bank
Step 6: Add remark
Step 7: Click Make Payment
Step 8: Confirm your Payment (This will redirect you to the portal of selected Bank Online System)
Step 9: Enter Credentials and complete the payment from there (You can check transfer status of your amount from fund transfer history on TMS)
How to receive payment for sold shares
The bills for Sold shares are created after T+2 days and they are only visible on TMS afterwards.
You can follow the following steps to receive payment through TMS.
Step 1: Go to Fund Management>Fund Settlement>Sell Information on TMS
Step 2: Mark the bill you want to receive payment for.
Step 3: Click on make payment Request
(Once you make payment request it might take one working day for fund to be transferred to your Bank Account. Please be patient until then. If you didn’t still receive payment or you have an offline account, Please contact Account department by Phone or Email stating your client ID and Your query.)
Cannot receive password reset email after creating TMS account:
If you cannot receive password reset email, please contact CSD through phone or email and verify weather the email address is valid and ask them to update email and resend password link if its invalid.
Link expired for TMS account password:
If you receive message saying link expired. please go to forget password enter your client id (this will be on your previously received email) and your email and click submit button. (This will send you email with new password reset link)
Cannot reach Branch office by Phone:
If you cannot reach branch office by Phone (If you are living aboard) Please send us email along with your client Id and state your problem. We are always looking for your Email.
I cannot visit branch for TMS account verification.
If you live far from our offices, please contact us by phone and ask if we can provide in person verification in your location. In person verification can also be done in case of being differently abled.