Client Onboarding
Account Opening
Account opening information is provided below in a structured investor-friendly format, including the step-by-step procedure, process flow, and form download access.
Step by step procedures for opening an account
- Account Opening Form: Obtain the account opening form by physically visiting the office or downloading from the website.
- Fill Account opening/ KYC Form: Carefully fill the account opening form with accurate information.
- Attach Required Documents: all the necessary documents as mentioned in the form, including proof of identity, address, income, bank account details, PAN card, and photographs.
- Submit the Account opening/ KYC Form: Visit the office in person and submit the filled-out form along with the required documents. Hand over the photocopies for verification and keep the original documents with you for verification purposes.
- Personal Verification: The Stock Broker/ DP will conduct a personal verification process to confirm your identity and other details.
- Application Processing: the personal verification is completed, the stock broker/ DP will process your application for opening a Trading/ Demat account. It generally takes 2-3 days to activate the trading account after the completion of the verification process.
- UCC/ Demat Account Number: After the application is processed successfully, you will receive a Unique client code/ Demat account number from the stock broker/ DP.
Process Flow
Obtain account opening form
Fill account opening/ KYC form
Attach required documents
Submit account opening/ KYC form
Go through verification process
Get your UCC/ Demat account number