For investors who have hundreds of scrips in their demat account and are considering moving to Dhan, one difficulty they have is that they have to manually enter, one at a time, the purchase price and date for each stock moved to Dhan. A facility where the investor can submit an Excel spreadsheet that Dhan can upload on their behalf will make it much easier for large-sized accounts to move to Dhan.
The template spreadsheet with ISIN, Stock Symbol, Exchange, Buy Date, Buy Price can be provided to users who need the bulk entry facility. The user would fill it out and email it to the Dhan team to upload once their demat account has been transferred to Dhan.
This facility can be a great way to make it easier for large accounts to switch to Dhan!