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How to schedule an eMandate transaction?

Fund transfers can only be scheduled once an eMandate has been created. See How to set up automatic fund transfers from a bank account to a 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 What are the different ways of transferring funds to the Zerodha account?

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