How to add bank, demat account and PAN details in Precize?

This blog provides a step-by-step guide on completing your profile with Precize, ensuring you're fully equipped to navigate the platform and place orders successfully. It covers essential aspects like adding demat and bank account details, which are crucial for transferring and managing unlisted shares.
5 min read

To know how to open an account with Precize, see, How to open an account with Precize?

If you have already created an account with Precize but haven’t completed your profile, it's crucial to do so. This blog is designed to guide you through the process. 

  1. Log in to your Precize account using your registered email address and password.

  2. Click on the profile icon.

  1. Select "Profile Settings."

  1. Within the profile settings, you'll find various sections, including:

  • Basic details

  • Personal details

  • Demat details

  • Identity details

  • Password

  • Bank account details

  1. To add your demat account number, navigate to "Demat details" and then click on "Add Demat Account Number."

  1. To input your bank account number, select "Bank details" and then choose "Add Bank Account." Enter your account number and IFSC code as required.




To add PAN details

  1. Go to the Companies section on Precize 


    2. Click on any company of your choice and then click the “Verify Profile to Invest” button”


    3. Then enter your PAN number and tick the declaration checkbox.


    4. Then click on “Add PAN Number”


    5. And you have successfully added your PAN details and completed your profile to explore Private markets.


    Once you've entered your Demat account, bank account, and PAN details, your profile is complete, and you can successfully place an order.

    Note: A demat account is crucial for transferring unlisted shares. After the shares have been transferred, they can be viewed in the following locations:

    1. The Investment section of Precize.

    2. Depository account (CDSL/NSDL).

    3. Demat account holdings may take from 3 days to 3 months for brokers to update them.

    Bank Account Details: These details are necessary for Precize to credit the sale proceeds directly into your bank account when you sell your shares through Precize.

    In conclusion, it's crucial to finish setting up your profile on Precize to ensure a smooth investing experience. Adding your demat and bank account details is essential for seamless transactions and timely updates on your investments. Don't forget that a Demat account is necessary for transferring shares, and accurate bank details ensure swift crediting of sale proceeds. With your profile fully updated, you're all set to embark on your investment journey with Precize.


Precize
Precize
Content Strategy and Research Analyst

Stay in the Loop

Join our newsletter for exclusive access to thoughtfully curated content and we promise, no spam

The next generation of asset classes in India

Resources

BlogsNewsFAQs

Our Office

Office No. 1219, The Summit Business Park, Andheri Kurla Road, Andheri East, Mumbai, Maharashtra - 400093

Find us on Google

support@precize.in

+91 7738336457

All trademarks and logos or registered trademarks and logos found on this Site or mentioned herein belong to their respective owners and are solely used for informational and educational purposes.

The material presented in this advertisement is for informational purposes only and should not be construed as investment advice or investment availability. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular unlisted share, security, strategy, or investment product. Investing in the private market and securities involves risks, including the potential loss of money, and past performance does not guarantee future results. Market trends, data interpretations, graph projections are provided for informational and illustrative purposes and may not reflect actual future performance. Nothing on this website should be construed as personalized investment advice or should not be treated as legal, financial, or any other form of advice. Precize is not liable for financial or any other form of loss incurred by the user or any affiliated party based on information provided herein.

Precize is neither a stock exchange nor does it intend to get recognized as a stock exchange under the Securities Contracts Regulation Act, 1956. Precize is not authorized by the capital markets regulator to solicit investments. The securities traded on these platforms are not traded on any regulated exchange.

The website will be updated regularly.

Copyright © 2026 - Precize - All Rights Reserved