FAQs & support
KYC, CMR downloads, off-market transfers, and other operational questions from Polemarch users.
15 articles
Documents Needed to Sell Unlisted Shares: the Full Checklist
Most delays in an unlisted share sale are document delays. The complete seller's checklist: PAN, CMR, holding statement, purchase or ESOP grant records, the SPA and DIS — organised by the stage of the sale where each is actually needed.
The Unlisted Share Transfer Process, From SPA to Settlement
An unlisted share sale settles through an off-market transfer between demat accounts — no exchange involved. The full sequence: purchase agreement, company-side approvals, the DIS instruction, depository differences, and verified payout in T+2 working days.
How to download your CMR copy (all brokers)
Verified CMR-download instructions for the 15 brokers we support. Required for Polemarch KYC.
CMR Rejected? The Seven Reasons It Usually Happens
A rejected client master report almost always comes down to one of seven causes. Here is how to identify which one you hit, and what to do about it, in order of how often it happens.
How to Download Your Client Master List from Motilal Oswal
Motilal Oswal's client master report sits inside the DP-Class portal under Reports → CMR Report New, and exports instantly to PDF. The exact path, the password, and the CDSL-or-NSDL question.
How to Download Your CML / CMR from SBI Securities
SBI Securities has no self-serve CMR button. Requesting it by email from your registered address is the reliable route. Includes the CDSL-vs-NSDL distinction that catches out SBI bank-DP customers.
How to Get Your CMR / CML Copy from ICICI Direct
ICICI Direct is one of the few brokers with a real self-serve CMR download — digitally signed and same-day. Here is the exact path, the password, and the NSDL-format detail worth knowing.
How to Get Your CMR / CML Copy from Angel One
Angel One does not expose a self-serve CMR download. The reliable route is an email from your registered address to support. Here is exactly what to send, what to expect back, and the password quirk specific to Angel One.
CML vs CMR: What a Client Master List Actually Is
CML, CMR, Client Master List, Client Master Report, DP Master — brokers use all of these for what is essentially the same one-page demat document. Here is what it contains, why it differs by depository, and which one you actually need.
What Documents Do You Need to Buy Unlisted Shares on Polemarch?
Four documents are needed to complete Polemarch KYC and buy your first unlisted share: PAN, Aadhaar, bank account, and demat CMR. Here's exactly what to prepare for each.
How to Transfer Unlisted Shares Between Demat Accounts
Transferring unlisted shares between two demat accounts is done via an off-market DIS transfer. Here's the exact process, the stamp duty payable, and what to watch out for.
How to Download Your CMR From Zerodha, Groww, HDFC, and Other Brokers
Your CMR (Client Master Report) is required for Polemarch KYC. Here's exactly how to download it from Zerodha, Groww, HDFC Securities, ICICI Direct, Angel One, and Kotak Securities.
How funds reach Polemarch: VBA, IMPS, RTGS explained
Every deposit gets its own virtual bank account, locked to your source bank. Here's how the rails work.
KYC is stuck — what do I do?
Common KYC failure modes on Polemarch and how to clear each one yourself.
CDSL vs NSDL: which demat account do you actually have?
The two Indian depositories, what distinguishes them, how to tell which one holds your account, and why it matters for unlisted shares.