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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, visit and specify the Tag name, Account credit date , Frequency , and the Amount under Set new schedule as shown below:

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

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