What are the rules for running account settlement?

What are the rules for running an account settlement?

  • To maintain a running account with a broker, clients must provide written authorization specifying monthly or quarterly settlement and allowing revocation at any time.
  • Key Rules as per SEBI Guidelines:
    1. Settlement is done after End of Day (EOD) obligations across all exchanges, based on the client’s preference.
    2. Credit balances of inactive clients (no trades in 30 days) must be returned within three working days.
    3. For fresh deposits without trades, the 30-day period resets from the deposit date.