How to Transfer Holdings from Zerodha to Dhan (2026 Guide)

Transferring holdings from Zerodha to Dhan is optional, but if you decide to do it, this guide shows the safest and cleanest way.

Before You Start (Very Important)

Only proceed if:

• Your Dhan Demat account is active

• PAN details are identical in both accounts

• You are transferring holdings in your own name

If PAN differs → do not proceed.

OPTION 1: Easiest Method – CDSL Easiest (Recommended)

This is the most reliable and widely used method.

What You Need

• Zerodha Demat account (CDSL)

• Dhan Demat account (CDSL)

• CDSL Easiest access enabled

 

Step-by-Step: CDSL Easiest Transfer

Step 1: Enable CDSL Easiest (Zerodha Side)

• Login to Zerodha Console

• Activate CDSL Easiest

• Add Dhan as a trusted BO (Beneficiary Owner)

Dhan will provide:

• DP ID

• Client ID

 

Step 2: Wait for Approval

• Zerodha approves the request

• This may take 24–48 hours

 

Step 3: Initiate Transfer

• Login to CDSL Easiest

• Select stocks to transfer

• Enter quantity

• Confirm with OTP

 

Step 4: Holdings Appear in Dhan

• Usually within 1 working day

• No sale involved

• No tax impact

 

Cost

• Zerodha may charge a DP transfer fee per ISIN

• Dhan does not charge to receive holdings

 

OPTION 2: Offline Delivery Instruction Slip (DIS) (Not Recommended)

This involves:

• Physical forms

• Courier or in-person submission

• Slower processing

Use only if online transfer is unavailable.

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Important Things to Know (Avoid Mistakes)

✔ You can transfer partial holdings
✔ Corporate actions remain intact
✔ Buy price & holding period remain unchanged
❌ Do NOT trade transferred shares during transfer
❌ Do NOT close Zerodha immediately

Best Practice (What Smart Traders Do)

• Start trading on Dhan before transferring holdings

• Transfer only if you feel comfortable later

• Keep Zerodha as backup if you want

There is no rush.

Final Advice (Trader to Trader)

Switching brokers should feel:

• Calm

• Reversible

• Controlled

If it feels stressful — you’re doing it wrong.

The best traders:

• Add Dhan

• Trade actively

• Decide later

 

Should I switch from my current broker to Dhan?

If you trade intraday, options, or scalping, the difference in execution speed and advanced tools alone make switching worth it. I personally did.

If you’re looking for a modern, feature-rich, and trader-friendly platform, Dhan is easily one of the best choices available today. From zero account opening charges to advanced tools like native TradingView, options strategy builder, and free API access, Dhan is clearly built with the modern Indian trader in mind.

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❓ FAQs – How to Transfer Shares from Zerodha to Dhan (2026)

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1. Is it safe to transfer shares from Zerodha to Dhan?

Yes. Transferring shares between brokers using CDSL Easiest is a SEBI-approved and industry-standard process.

Both Zerodha and Dhan are CDSL depository participants, making the transfer secure and regulated.

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2. Will transferring shares trigger capital gains tax?

No.
A Demat-to-Demat transfer does NOT count as a sale, so:

• ❌ No capital gains tax

• ❌ No change in buy price

• ❌ No change in holding period

As long as the PAN is the same in both accounts, ownership remains unchanged.

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3. How long does it take to transfer shares from Zerodha to Dhan?

In most cases:

• Within 1 working day after confirming the transfer on CDSL Easiest

Sometimes it may take up to 2 working days, depending on approval timing.

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4. What is the easiest way to transfer shares?

The easiest and most reliable method is:
👉 CDSL Easiest (online transfer)

It is:

• Paperless

• OTP-verified

• Faster than offline DIS

Offline transfer using Delivery Instruction Slip (DIS) is slower and not recommended unless absolutely necessary.

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5. Can I transfer only selected shares instead of my entire portfolio?

Yes.
You can:

• Transfer specific stocks

• Transfer partial quantities

• Transfer holdings in multiple batches

You are not required to move your entire portfolio at once.

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6. Is there any charge for transferring shares?

• Zerodha may charge a DP transfer fee per ISIN (as per their tariff)

• Dhan does not charge to receive transferred shares

Charges, if any, are generally minimal and one-time.

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7. Should I close my Zerodha account after transferring shares?

No — not immediately.

Best practice:

• Keep Zerodha active for a while

• Ensure all shares reflect correctly in Dhan

• Close Zerodha only if you no longer plan to use it

Many traders keep Zerodha for investments and Dhan for active trading.

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8. Can I trade shares while the transfer is in progress?

No.
Once you initiate the transfer:

• Do not buy or sell those shares until they appear in Dhan

• Trading during transfer may cause rejection or delays

It’s best to initiate transfers when markets are calm.

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9. What details must match in both accounts for a smooth transfer?

For a successful transfer:

• PAN must be identical

• Account holder name should match

• Both Demat accounts must be individual accounts

If PAN or ownership differs, the transfer may fail.

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10. Do dividends, bonuses, and corporate actions remain intact after transfer?

Yes.
All corporate actions such as:

• Dividends

• Bonus shares

• Splits

remain fully intact, as the ownership does not change — only the broker does.

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11. Is it mandatory to transfer shares to start trading on Dhan?

No.
You can:

• Open a Dhan account

• Trade intraday and options

• Add fresh capital

Without transferring any existing holdings

Share transfer is optional, not compulsory.

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12. What if I make a mistake during the transfer?

Most errors are:

• Prevented by OTP confirmation

• Reversible if caught early

If something feels unclear, it’s better to pause and contact support before confirming.

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Note: Please do your own research and make investment. Moneycontain will not be responsible for any of your losses at all. The point made is for educational purpose only and intended to give information. All investments are subject to risks, which should be considered prior to making any investments.

Disclaimer

This content is for educational purposes only and does not constitute trading or investment advice.
Active trading involves significant risk. Always verify broker details on official websites and consult a SEBI-registered advisor before trading.

About the Author

Written by a retail market participant with 15+ years of experience in Indian equity and derivatives markets, focusing on execution quality, trading tools, and real-world trader behaviour.