I am facing several issues with Zerodha and wondering if it was good idea to move to Zerodha. Few of them listed below:
1. I do not see any demat holdings at times (shocking) and it started appearing sometimes later.
2. Bad experience with the customer care response. [I have received mail from Zerodha migrate team to opt for migrating to Zerodha trading client. After accepting that there is no response since 2 weeks even after sending reminder a week back]
3. No neat way to get the portfolio value at cost price and the current price with overall portfolio status (Profit/loss). I am used to see the portfolio status in ICICIDirect and they have done pretty good job in this.
I would share my 2 cents for people planning to opt/migrate to Zerodha from other brokerage firms. The good side is of course the transaction charge.
To be honest, Icici has the best portfolio summary menu, according to me personally.. We are no way close to that and working towards getting our backoffice go in that direction.. What will also help us now is that our backoffice vendors have been taken over by omnesys.. Will take some time though..
Demat holdings on the trading platform, sometimes on weekends we run our testing and at those times it would not be showing.. As MP suggested, log into your demat account or backoffice and you will be able to see it all the time..
About your migration, if you are holding an open position we cannot migrate(f&O), but if it is not migrated even without holding an open position, send an email to
[email protected], we will have it done immediately..