How can I open a Demat and trading account in India?

To open a Demat and trading account in India, choose a registered stockbroker, submit KYC documents, complete the account opening form, and verify your details via e-KYC. Once approved, you can start investing in stocks, mutual funds, and other securities.

1. Choose a SEBI-Registered Stockbroker

Select a reliable stockbroker registered with SEBI and depository participants (NSDL/CDSL).

• Compare brokerage fees and services.
• Check platform features and customer reviews.
• Ensure they provide both Demat and trading accounts.

2. Complete the Account Opening Form

Fill in your personal details like name, PAN, email, and bank details.

• Provide valid Aadhaar and PAN card details.
• Ensure bank details match for seamless transactions.
• Use the online process for quick approval.

3. Submit KYC Documents

Upload KYC documents as per SEBI regulations.

• Aadhaar Card for identity verification.
• PAN Card for taxation compliance.
• Bank proof like a canceled cheque or statement.
• Signature and passport-size photograph.

4. Complete e-KYC and Video Verification

Verify your identity via Aadhaar-based e-KYC and video verification.

• Link Aadhaar with mobile for OTP authentication.
• Sign digitally using e-Sign.
• Complete a live video verification (if required).

5. Receive Login Credentials and Start Investing

Once approved, log in to your trading platform and start investing.

• Use the provided login credentials.
• Link your bank account for fund transfers.
• Start trading in stocks, IPOs, mutual funds, and derivatives.