​You can pledge your mutual fund units held in demat form on CubePlus to avail collateral margins for trading. This allows you to unlock liquidity from your existing investments without redeeming them. Follow the steps below to initiate a pledge request:

1. Log in to your CubePlus account.
2. On the web, click on your User ID; on the mobile app, go to the Profile section.
3. Navigate to the Reports section.
4. Select Portfolio.
5. Choose Margin Pledge.
6. Select the desired Exchange (Equity for NSE and BSE or COM for MCX).
7. Click 'View.'
8. From the list of eligible holdings, select the mutual fund units and the quantity you want to pledge. Only securities approved by the exchange will appear in this list.
9. Click on 'Pledge.' A new CDSL page opens up for you to authenticate the pledge.
10. Enter OTP and click on verify to authenticate your pledge instruction

That's it! - Once CDSL confirms the pledge creation, Tradejini will initiate the repledge process with the respective Clearing Corporation (CC). If the pledge request is placed before 6:00 PM on a working day, the margin benefit is generally made available by the next trading day.

To check if your mutual fund units are eligible for pledging, refer to the list of exchange-approved securities.

Pledging mutual fund units is a smart way to access trading margins while continuing to stay invested.​