Stockbrokers to adopt UPI-based fund blocking

In a big effort to make it more investor-friendly and convenient, QSBs would be mandated from February 1, 2025 to provide a UPI-based fund blocking mechanism, or a three-in-one trading account service. We would like this to make the investor feel empowered, as it would bring security and transparency to the negotiation process.

The new measures were approved by Sebi on Monday. Under the UPI blocking mechanism, customers will be able to trade in the secondary market using funds blocked from their bank accounts, quite similar to the ASBA facility now used for IPOs. This will allow investors to secure their funds without ceasing trading activities. An alternative to this is a three-in-one trading account that integrates a savings account, a demat account and a trading account into a single, simple and integrated product. Therefore, this means that funds in the bank account are held while interest is earned on the cash balance, resulting in greater efficiency and a better experience for customers.

“This will empower investors and benefit them further with robust security and greater transparency, ease in payments, including a seamless, convenient and transparent payment process,” said Rahul Jain, CFO, NTT DATA Payment Services India. “This will further help them manage their funds better,” he added, referring to the increasing use of UPI payments. Customers would have the option to continue with the existing service of transferring funds to business members or choose one from the new services. QSBs will be ranked based on certain criteria, such as the number of active clients, total assets, end-of-day margins, and end-of-day trading volumes.

These options were introduced after an earlier implementation of UPI as a payment mechanism for retail investor applications submitted by brokers to public issues since January 2019. A beta version of the trading block mechanism for markets was introduced on January 1, 2024. secondary, and Till now, this facility is available only in the cash segment. Although UPI-based fund locking and three-in-one account features will be mandatory for QSBs from February 2025, this system remains optional for investors and trading members until then. The changes can contribute to greater investor confidence and participation in the markets and a more dynamic trading environment.

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