If I just close my Zerodha trading a/c I can keep my shares and funds in (Zerodha? Or opened through Zerodha) demat a/c
Ideally if you’re closing your relationship with any entity, you would close both trading & demat accounts. However technically, you can still close only your trading account and keep your demat account open. In such a case you can hold shares in your demat account, you can’t keep funds since your trading account is already closed.
And if I want to move to another broker then I can’t take my “opened with Zerodha” demat a/c to them, in that case I will have to open a new demat a/c with them and transfer my assets to that demat account`
Yes, if your demat account is still open, you can link the same demat account to the new trading account that you open. But the other entity with which you’re opening your trading account will only allow you to buy stocks with them. This is because when you sell stocks, a broker needs to have a power of attorney to debit shares from your demat account, since the demat account in this case is Zerodha’ demat, the new broker where you’ve opened your trading account with cannot mark his poa to the Zerodha demat. So if you wish to buy & sell without any hassles, best to have a trading & demat with the same broker.
Even after I’ve closed Zerodha account (the trading a/c but not the demat a/c opened with Zerodha) or till my Zerodha trading a/c is active?
Yes, if you’ve closed only your trading and have retained your demat, you can choose to receive credits of MF’s to your Zerodha demat.