Quick ways to check your Demat account balance
- Through your Depository Participant (DP)
Most brokers and banks offer an online dashboard or mobile app.
Simply log in and view your Holdings / Portfolio section to see your current balance. - Through depository portals
You can also check your balance directly with India’s two depositories:
Central Depository Services Limited (CDSL) – via the Easiest portal
National Securities Depository Limited (NSDL) – via the IDeAS service
After registering with your BO ID, you can view holdings and transaction statements online.
3. Using the Consolidated Account Statement (CAS)
A monthly CAS is emailed by CDSL or NSDL and shows all your Demat holdings in one place.
You can also download a duplicate CAS from the respective depository website.
4. Through SMS and email alerts
If your mobile number and email are registered with your DP, you receive alerts for transactions and balance updates automatically.
5. Offline request from your DP
You may request a physical holding statement from your DP, although a small fee may apply.
Important tips
Always verify your BO ID and DP details before logging in.
Keep your contact details updated for timely alerts.
Review transaction history to detect any unauthorised activity.
Investors who track both equity and mutual fund investments—such as those made through HDFC MF—can use their Demat and CAS statements together for a clearer view of their overall portfolio.
Conclusion
Checking your Demat account balance is quick and can be done through your broker, depository portals, CAS statements, or alerts. Regular monitoring helps you make better investment decisions and keep your portfolio secure, whether you invest directly in stocks or through platforms like HDFC MF.
