10/3/23, 4:16 PM Seeking wisdom in the Indian Stock Markets | SOIC SOIC Free 10 DAY Financial Freedom Program × JOIN NOW 8 mins read Publishing Date : 2023-09-26 The Virtual AGM Adventure Virat and Dhoni are best friends who share everything, from their favourite sports to their love for investing in stocks. They had heard about the upcoming Annual General Meeting (AGM) of a company they both owned shares in, and were excited to attend it online for the first time. One sunny afternoon, Virat called Dhoni, his voice filled with enthusiasm. Virat: "Hey, Dhoni! Have you heard about the AGM of XYZ Inc. coming up next week? I really want to attend it, but I have no idea how to do that online." Dhoni (chuckled): "Of course, I've heard about it, Virat. I was just reading about it earlier today. It's great that you Thewant Virtual AGMAttending Adventure to join! online AGMs is super easy. Let me walk you through it." https://soic.in/blog-description/thevirtualAGMadventure 1 1/13 10/3/23, 4:16 PM Seeking wisdom in the Indian Stock Markets | SOIC Virat: Virat was relieved to have Dhoni's guidance. "Please, Dhoni Bhai, tell me how to do it. I don't want to miss out." Dhoni: "First, make sure you have access to a computer or a smartphone with a stable internet connection. It’s advisable that participants connecting from mobile devices or tablets or through laptops connecting via mobile hotspots may experience audio/video loss due to fluctuations in their respective networks. It is therefore recommended to use a stable Wi-Fi or LAN connection to mitigate any kind of aforementioned glitches. You'll need to log in to the platform they're using for the virtual AGM. In our case, XYZ Inc. usually hosts theirs on CDSL.” Virat: "Alright, I have my computer ready. What's next?" Dhoni: "Great! Now, go to XYZ Inc. annual report or email and look for the AGM announcement. They usually provide a link to register for the event ." Dhoni continued. "You will be able to attend the AGM through VC/ OAVM or view the live webcast of AGM by links provided by the concerned company by using their remote e-voting login credentials and selecting the ‘Event’ for the company's AGM. In case you don’t have the user ID and password for e-voting or have forgotten the user ID and password may retrieve them by following the remote e-voting instructions mentioned in the notice. Further, members can also use the OTP-based login for logging into the e-voting system. Always remember that the facility for joining the AGM through VC/OAVM shall be open 15 minutes before the time scheduled for the AGM.” Virat: “Thanks for guiding me through the process. Can you tell me how many portals there are to attend AGM? How should one attend them individually?” Dhoni: “Sure, let me take you through the steps one by one.” Now Dhoni starts to explain the process – Here is the step-by-step guide to attending the AGM. AGM Details can be found in: 1. Your registered Email ID 2. Annual report of the company 3. Corporate announcement Important Note: Plan to join the AGM within 15 minutes of the scheduled time. There are four platforms to attend the AGM: A. NSDL B. CDSL C. Linkintime D. Kfintech Let's learn how to attend e-AGM through the NSDL Portal. A. Visit https://eservices.nsdl.com/ B. Click on IDeAS tab, then click "beneficial owner." C. Use your credentials to login and you will be able to attend the AGM. The Virtual AGM Adventure 1 https://soic.in/blog-description/thevirtualAGMadventure 2/13 10/3/23, 4:16 PM Seeking wisdom in the Indian Stock Markets | SOIC If you are not registered, here are the steps for new user registration : Step 1: Registration/Password recovery on the NSDL Portal can be done by entering DP-ID, Client-ID, PAN etc. via the following link: https://eservices.nsdl.com/ Step 2: Click on new user registration or register online for IDeAS and fill up the required fields. The Virtual AGM Adventure 1 https://soic.in/blog-description/thevirtualAGMadventure 3/13 10/3/23, 4:16 PM Seeking wisdom in the Indian Stock Markets | SOIC Step 3: This is the final step for registration on the NSDL Portal. Fill in the required fields to create a new user ID and password. Virat: “Wow! That is quite detailed. Can you explain for other platforms as well?” Dhoni: “Yes, I can take you through the portal for our company, XYZ Inc. now. That is through CDSL.” Dhoni: “Let’s start with the process to attend e-AGm through CDSL.” Step 1: Click on this link https://evoting.cdslindia.com/Evoting/E4VotingLogin Step 2: Fill in the details below using your BOID & PAN No. The Virtual AGM Adventure 1 https://soic.in/blog-description/thevirtualAGMadventure 4/13 10/3/23, 4:16 PM Seeking wisdom in the Indian Stock Markets | SOIC Step 3: After filling in the above details, you’ll be asked for an OTP sent to your registered email and mobile number. Step 4: After successfully verifying your OTP, you’ll be led on this page, go to click here to select options. The Virtual AGM Adventure 1 https://soic.in/blog-description/thevirtualAGMadventure 5/13 10/3/23, 4:16 PM Seeking wisdom in the Indian Stock Markets | SOIC Step 5: You can select a platform according to your requirements and attend the e-AGM. After selecting a platform, I am redirected to the NSDL Portal, where we have the option to e-vote or join meetings. A link is provided, click on the VC/OAVM link to join the meeting at the designated date and time. Dhoni: “There is another method, and if you have already registered on Easi, you can attend the AGM via CDSL.” Virat: “Oops! I haven't registered on Easi. Can you show me how to register on Easi?” Dhoni: “Alright! The process to register on Easi is quite simple, have a look.” A. Visit cdslindia.com and then click on login. B. Select "My Easi New." C. Then log in using your credentials. (Use the registration/forgot password option in case you face any issues in log in) The Virtual AGM Adventure Step 1: Log in and choose My Easi new https://soic.in/blog-description/thevirtualAGMadventure 1 6/13 10/3/23, 4:16 PM Seeking wisdom in the Indian Stock Markets | SOIC Step 2: Fill in the details. To register for Easi, click on the “ click here” option. Fill in the required details. Step 3: Fill in the details as asked. Dhoni: “See, the registration on Easi is done.” Virat: “Oh! That was quite simple.” Dhoni: “Now let’s get into the process to attend the AGM through CDSL Easi.” Dhoni: “In case you have forgotten your password, reset it by answering a few questions, and then log in again with your credentials.” The Virtual AGM Adventure Virat: “Done. I have also registered on Easi. Thanks for guiding me!” https://soic.in/blog-description/thevirtualAGMadventure 1 7/13 10/3/23, 4:16 PM Seeking wisdom in the Indian Stock Markets | SOIC Dhoni: “That’s quite active. Good work, Virat. Now, let's go through the simplest form of portal, LinkINtime.” Dhoni: “Steps to attend AGM through Linkintime: A. Click on this link https://instameet.linkintime.co.in/ B. Fill in the below details by using your e-voting credentials. C. Click on the "Go to Meeting ” option. Virat: “Oh! That is it. I’ll keep my information handy for this portal, as they don't allow me to copy and paste details.” Dhoni: “Now let’s go through the last portal, which is Kfintech, and you’ll be well versed in all portals to attend the AGM in the future.” These are some simple steps to attend e-AGM through Kfintech: Step 1: Click on this link https://emeetings.kfintech.com/ Step 2: Fill in the details as asked using your e-voting credentials to log in to the portal. Step 3: User ID = BOID (given in the email or you can also find it in your DMAT account) - Reset Password using PAN The Virtual AGM Adventure 1 https://soic.in/blog-description/thevirtualAGMadventure 8/13 10/3/23, 4:16 PM Seeking wisdom in the Indian Stock Markets | SOIC Step 4: Click on the “Video Conference” to attend the AGM. The Virtual AGM Adventure 1 https://soic.in/blog-description/thevirtualAGMadventure 9/13 10/3/23, 4:16 PM Seeking wisdom in the Indian Stock Markets | SOIC Step 5: Click on the video button and a pop-up will open. Step 6: Read the instructions carefully and click on Join Meeting. Dhoni: “We are done with all four portals and their processes to attend the e-AGM. Also, once you're inside, you'll typically see a live video feed of the meeting, along with any presentations they're sharing. There will be a chat or Q&A box where you can submit questions or comments. Remember to be respectful and follow the meeting etiquette . You can ask questions directly to the board or management when they open the floor for discussions." Virat: “I feel more confident now. Thanks, Dhoni Bhai! You made it so simple. I'm really looking forward to attending the AGM." Dhoni smiled. "You're welcome, Virat. It's going to be a great learning experience, and it's a chance for us to participate in the decisions of a company we believe in.” Disclaimer: The information provided in this reference is for educational purposes only and should not be considered investment advice or a recommendation. As an educational organization, our objective is to provide general knowledge and understanding of investment concepts. We are SEBI-registered research analysts. This blog is only meant for educational purposes, and nothing in it constitutes investment advice. It is recommended that you conduct your own research and analysis before making any investment decisions. We believe that investment decisions should be based on personal conviction and not borrowed from external sources. Therefore, we do not assume any liability or responsibility for any investment decisions made based on the information provided in this reference. AUTHOR Shuchi Nahar Masters in Finance with 5 years of industry experience. My approach is to take one sector at a time and explore plausible Investment ideas. View Author Profile The Virtual AGM Adventure 1 https://soic.in/blog-description/thevirtualAGMadventure 10/13 10/3/23, 4:16 PM Seeking wisdom in the Indian Stock Markets | SOIC Leave a Comment Email Name Comment SUBMIT Prof Nikumbh Krishna R • 6 days ago Exceptional way of presentation which is really impressive and effective. Best wishes. Read Next Ways to Pick Businesses within the Banking Sector! Generally, Wholesale loans are considered riskier in nature, and retail loans likeMore Read mortgages are considered to be the safest. A… 10 Key Multibagger Learnings The Virtual AGM Adven Hi everyone, the purpose of this series is to list down some of the key things I have learned over the last few weeks by reading… Virat and Dhoni are best frien everything, from their favour love for investing in stocks. 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