Equity Trading & Demat
Invest in shares the smart way — with a seamless Demat & Trading setup
A Demat account safely holds your securities (shares, ETFs, bonds) in digital form, while a Trading account lets you buy and sell them on the stock exchanges. Together, they provide a secure, paperless, and convenient investing experience.
Whether you’re a first-time investor or an active trader, we help you open and manage your Demat & Trading account, choose suitable products, and navigate markets with discipline.
What you can invest/trade in
Equity Delivery
Buy shares to hold in your Demat for the long term and participate in company growth.
Intraday (Cash)
Buy and sell the same day to capture short-term price moves. Higher risk and requires discipline.
F&O (Derivatives)
Trade futures & options for hedging or speculation. Suitable for experienced investors only.
ETFs & Index Funds
Low-cost diversification by tracking indices or specific themes directly from your Demat.
IPOs & Buybacks
Apply for new listings, OFS, and participate in corporate actions conveniently.
Bonds & NCDs
Hold debt securities in Demat for potential stability and predictable cash flows.
Key benefits of Demat & Trading
- ✔ Paperless & Secure: No risk of physical certificates; holdings are in your name digitally.
- ✔ Faster Settlements: Smooth credit/debit of securities and funds per exchange timelines.
- ✔ Corporate Actions Auto-Credit: Bonus, split, dividend, and rights reflect directly.
- ✔ Single Window Access: Invest across equities, ETFs, bonds, and IPOs from one account.
- ✔ Portfolio View: Track, download, and reconcile statements easily.
How it works
1) Open Account (KYC)
Complete eKYC with PAN, Aadhaar, photo, signature, bank proof, and personal details.
2) Verification
In-Person Verification (IPV) and regulatory checks are completed by the DP/Broker.
3) Fund Your Account
Add money via linked bank account/UPI to place trades and subscribe to IPOs.
4) Start Investing
Place buy/sell orders, track holdings, and download contract notes & statements.
Charges snapshot (indicative)
Actual charges depend on the chosen broker/DP. We’ll share the latest schedule before onboarding.
Account Opening & AMC
One-time account opening fee (if any) and annual maintenance charges (AMC) for Demat.
Brokerage & Statutory
Brokerage, exchange txn charges, STT/CTT, GST, stamp duty, SEBI fees, and DP charges.
Know the risks
- Market Risk: Equity and derivatives are volatile; prices can fluctuate sharply.
- Leverage Risk: Intraday and F&O can amplify gains and losses; use prudent risk limits.
- Product Suitability: Choose products aligning with your goals, horizon, and risk appetite.
Investment in securities market is subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Documents required (eKYC)
Identity & Address
PAN, Aadhaar/Passport/Driving Licence, recent address proof, and a live photo/selfie.
Bank & Signature
Cancelled cheque/bank statement (for linking) and specimen signature.
FAQs
Is a Demat account mandatory for equity delivery?
Yes, for holding shares electronically. For derivatives, a Demat may not be required to trade, but is needed for settlement of certain corporate actions/holdings.
Can I link multiple bank accounts?
Yes, most brokers allow adding secondary bank accounts after verification.
How do I receive dividends?
Dividends are credited directly to your registered bank account and also shown in your statements.
Ready to open your Demat & Trading account? We’ll guide you through KYC, platform setup, and a disciplined investing approach.
We act as facilitators for account opening with registered brokers/DPs. Trading in derivatives involves substantial risk and is not suitable for all investors. Please consult if unsure about suitability.