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How to schedule an eMandate transaction?

Fund transfers can only be scheduled once an eMandate has been created. See How do I set up automatic fund transfers from my bank account to my Zerodha trading account? .

To schedule fund transfers, follow these steps:

  1. Visit
  2. Specify the Tag name, Account credit date, Frequency, and the Amount under Set new schedule.

If an eMandate transaction fails due to insufficient funds, the fund transfer won’t be retried. Funds have to be transferred manually to the Zerodha account. See How do I add money to my Zerodha account?

Did you know? eMandates can be used to transfer funds to the Zerodha account only in the equity segment.