What is a CMR?
A Client Master Report is a one-page PDF from your depository (CDSL or NSDL) that lists:
- Your name
- PAN
- BO ID / DP ID
- Demat account holders
- Address on record
Polemarch uses the CMR during KYC to verify that the demat receiving your shares is in your name.
If your broker is Zerodha (CDSL)
1. Log in to Console → `console.zerodha.com`. 2. Account → Credentials → Demat account. 3. Click Download CMR. Email arrives in 2–3 minutes with the PDF.
If your broker is Groww (CDSL)
1. Open the app → You → Account Details. 2. Scroll to Demat account → tap the 3-dot menu → Request CMR. 3. PDF is emailed to your registered email within 30 minutes.
If your broker is Upstox (CDSL)
1. Log in to Upstox web. 2. Profile → Demat account → Request CMR copy. 3. Sent via email to your registered email.
If your broker is ICICI Direct (CDSL)
1. Log in → Customer Service → CMR request. 2. Submit. PDF arrives within 1 business day.
If your broker is Kotak / HDFC / Axis (NSDL)
NSDL brokers usually require a written request to their back-office support. Email from your registered email ID to your broker's support address with subject "CMR Request — <BO ID>". Response typically in 1 business day.
You can also use NSDL's IDeAS portal to download it yourself if you have an IDeAS login.
Uploading to Polemarch
Once you have the PDF:
1. Open Dashboard → Demat Accounts → Add. 2. Upload the CMR. 3. Our verification partner matches the PAN + holder name automatically. If everything matches, the demat is marked verified instantly. Otherwise we ask for manual review.