how to gift securities?

how to gift securities?

  • If you want to gift stocks, ETFs, or gold bonds to someone with a Janam account, it's easy to do online.
  • Follow the steps to gifting securities:
    1. Log in to https://space.jainam.in 
    2. Select Report and click Portfolio.
    3. Select holding and add client code.
    4. Click on the gift Icon.
    5. Hover over the security you want to gift and click on Options.
    6. Select send as gifting.
    7. Enter the gift receiver's name, mobile number, email address(optional), and gift message(optional).
    8. Click on continue.
    9. Select the securities approved for gifting.
    10. Enter the quantity.
    11. Click on submit and send.
    12. Janam will send an email and SMS to the recipient, and accept the gift within 7 days.
    13. Once accepted, the sender will be asked to confirm the recipient's identity and the transfer of stocks using the CDSL TPIN.Happy gifting!

  • Adding beneficiary on the receiver account, The gift recipient must be added to the sender's demat account as a beneficiary. This step can be skipped if the beneficiary has already been added. However,
  • CDSL will email the sender on trading days to confirm the beneficiary information for off-market transactions if they are not added as a beneficiary.


  • To confirm the beneficiary information, take the following actions:
    1. Click the link that you got in the mail
    2. Type in the PAN and Demat Account Number of the sender. (16 digit DPID),to see more about what is DP's name, DPID, BOID, and Demat ID?
    3. Select "Submit."
    4. Select the beneficiary information and press "Generate OTP."
    5. After entering the OTP, ''select Accept''.
    6. Select "OK."