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Clearing & Settlement

How trades are cleared and settled in India — the T+1 settlement cycle, what happens when you buy or sell shares, and the role of clearing corporations.

01

The Settlement Cycle — T+1

When you execute a trade on the stock exchange, the transaction is not completed instantly. There is a defined settlement cycle — the time it takes for the buyer to receive shares and the seller to receive money.

India moved from a T+2 settlement cycle to a T+1 settlement cycle in January 2023, making it one of the fastest settlement markets in the world. Here, "T" refers to the trade day — the day you place and execute your order.

EventDay
Trade execution (order matched on exchange)T (Trade Day)
Settlement — shares credited to buyer, funds credited to sellerT+1 (Next business day)

This means if you buy shares on Monday, they will be credited to your demat account by Tuesday. Weekends and exchange holidays are excluded from the count.

02

What Happens When You Buy Shares?

Buying shares involves a series of steps that happen behind the scenes between your broker, the exchange, the clearing corporation, and the depository. Here is what happens on each day:

Day T — Trade Day

  • You place a buy order through your broker's trading terminal or app.
  • The exchange matches your order with a corresponding sell order.
  • A trade confirmation is generated and sent to both parties.
  • The required margin (funds) is blocked in your trading account by the broker.

Day T+1 — Settlement Day

  • The clearing corporation calculates the net obligations of all brokers.
  • The blocked funds are debited from your trading account.
  • The funds are transferred to the clearing corporation.
  • The clearing corporation transfers the funds to the seller's broker.
  • Shares are moved from the seller's demat account to the clearing corporation.
  • Shares are credited to your demat account — settlement is complete.
Buy Order ──▶ Exchange (Match) ──▶ Clearing Corp (Obligations) │ ┌──────────────────────┴──────────────────────┐ ▼ ▼ Funds debited from Shares moved from buyer's account seller's demat │ │ ▼ ▼ Funds to seller Shares to buyer's via clearing corp demat account │ │ └──────────────── Settlement Complete ────────┘
03

What Happens When You Sell Shares?

The selling process mirrors the buying process, but in reverse — shares leave your demat account and funds arrive in your trading account.

Day T — Trade Day

  • You place a sell order through your broker's platform.
  • The exchange matches your sell order with a corresponding buy order.
  • A trade confirmation is generated — the shares in your demat account are earmarked for delivery.

Day T+1 — Settlement Day

  • Shares are debited from your demat account and transferred to the buyer through the clearing corporation.
  • The sale proceeds (minus brokerage and charges) are credited to your trading account.
Note
Some brokers offer an "Early Pay-In" facility where shares are transferred to the clearing corporation on Day T itself instead of waiting for T+1. This can result in margin benefits for the seller, as the clearing corporation recognizes that the shares are already available for settlement.
04

The Role of the Clearing Corporation

The clearing corporation is the backbone of the settlement process. It acts as a Central Counterparty (CCP) — meaning it becomes the buyer to every seller and the seller to every buyer. This eliminates counterparty risk and ensures that settlement happens even if one party defaults.

Clearing CorporationAssociated Exchange
NSE Clearing Limited (NCL)National Stock Exchange (NSE)
Indian Clearing Corporation Limited (ICCL)Bombay Stock Exchange (BSE)

By stepping in as the CCP, the clearing corporation guarantees every trade. To manage the risk of defaults, it employs multiple layers of protection:

  • Margin collection: Brokers must deposit margins upfront for every trade, ensuring skin in the game.
  • Mark-to-market (MTM): Open positions are revalued daily, and any losses are collected immediately to prevent risk buildup.
  • Settlement guarantee fund (SGF): A pooled fund contributed to by exchanges, clearing corporations, and members — used as a last resort if a member defaults.
  • Base minimum capital: Every clearing member must maintain a minimum capital deposit with the clearing corporation at all times.
05

Types of Settlement

Not all trades settle the same way. The type of settlement depends on whether you intend to take delivery of shares or square off your position within the same day.

TypeDescription
Delivery-based settlementShares are actually transferred from seller's demat to buyer's demat. This applies to all trades held overnight or longer. Settlement happens on T+1.
Intraday (square-off)Position is opened and closed on the same day. No actual share transfer occurs — only the profit or loss is settled in cash.
Auction settlementIf a seller fails to deliver shares by T+1, the exchange conducts an auction to procure the shares from the open market and deliver them to the buyer. The defaulting seller bears any price difference and penalties.
06

Margins in the Context of Settlement

Margins are the funds or collateral that a trader must set aside before placing a trade. They act as a security deposit to cover potential losses and ensure orderly settlement. SEBI mandates strict margin requirements to protect the market ecosystem.

Margin TypeWhen It Applies
VAR + ELM (Value at Risk + Extreme Loss Margin)Applicable to delivery-based equity trades. VAR covers normal price swings while ELM covers extreme scenarios. Collected upfront before the trade.
SPAN + Exposure MarginApplicable to Futures & Options (F&O) trades. SPAN margin covers the worst-case loss in a day, while exposure margin is an additional buffer. Both are collected upfront.
Peak marginSEBI requires brokers to report the peak (highest) margin used by a client during the day. If the margin utilised exceeds the margin available at any point, a penalty is levied on the broker and passed to the client.
Key Takeaways
  • India follows a T+1 settlement cycle — shares and funds are settled one business day after the trade.
  • The clearing corporation acts as a Central Counterparty (CCP), guaranteeing every trade and eliminating counterparty risk.
  • When you buy shares, funds are blocked on Day T and shares arrive in your demat on Day T+1.
  • Delivery trades involve actual share transfer; intraday trades settle only the profit or loss in cash.
  • Margins (VAR+ELM for equity, SPAN+Exposure for F&O) must be deposited upfront before placing trades.
  • If a seller fails to deliver shares, the exchange conducts an auction to procure them from the open market.
Disclaimer

This content is for educational purposes only. swingcapital is not a SEBI-registered advisor. Consult a qualified financial advisor before making investment decisions.