Anyone else looking at this Demat 2.0 thing?

Pretty interesting move by SEBI and RBI !!

RBI Governor and SEBI Chairman launched a pilot called Demat 2.0.Simple version: they are putting corporate bonds on a shared digital ledger (DLT).

Bond and money settle together at the same time using RBI’s wholesale digital rupee (e₹). No more waiting 2-3 days.
REC already raised ₹500 cr on 7 Sept. Then L&T ₹500 cr and IIFL ₹25 cr on 9 Sept. Total around ₹1,025 cr so far.

Few points I noted:

  • Same bond, same rights, same ratings. Not crypto.
  • Uses your existing demat account. No new KYC.
  • Interest and redemption can go automatically through smart contracts.
  • Right now only institutions. Retail and secondary trading come later.

If it works, bond issuance becomes faster and cheaper. That can help the whole debt market over time.

Had a question here though:
Now will this actually bring more liquidity to corporate bonds, or is it likely for big issuers only? Also, any risk we should watch since they are saying its a new methodology distributed ledger technology?.

This looks interesting im not sure when will this be live for us.

This could be a pretty useful step for the bond market. If settlement becomes quicker and the process gets simpler, I’m hoping it also brings more people into corporate bonds. The bigger thing for me is liquidity though being able to actually buy and sell rather than just holding till maturity…