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Why was an email with the updated Client Master Report (CMR) sent by Zerodha?

You receive an email with the updated Client Master Report (CMR) for the following reasons:

  • You opened a new demat account with Zerodha.
  • You recently modified your account details, such as a name change, address change, mobile number change, email change, updating income details or any other change in your demat account.
  • Your demat account was converted to a BSDA or a NON-BSDA.
  • As per the SEBI circular (PDF), you receive the updated CMR whenever your demat account is mapped or unmapped from a trading account.
  • You closed your Zerodha account.

The validity of the updated CMR link is mentioned in the email you received.

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