upstox.com Open in urlscan Pro
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Effective URL: https://upstox.com/open-demat-account/?f=M5GG
Submission: On July 07 via api from FI — Scanned from FI

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  <div class="whatsapp-agree-text"> By signing up you agree to receive transaction updates on Whatsapp. You may also receive a call from an Upstox representative to help you with the account opening process. </div>
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OPEN A FREE DEMAT ACCOUNT

Invest Right, Invest Now


OPEN A FREE* DEMAT + TRADING ACCOUNT AND ENJOY

 * Zero commission* on Mutual Funds and IPO
 * ₹20* per order on Equity, F&O, Commodity and Currency

*View Terms & Conditions

+91
Enter a valid mobile number Mobile number cannot start with a 0

or
Sign up with WhatsApp
By signing up you agree to receive transaction updates on Whatsapp. You may also
receive a call from an Upstox representative to help you with the account
opening process.
BENEFITS


WHY CHOOSE UPSTOX?


#KHAATAKHOLAKYA - SINGLE ACCOUNT FOR ALL YOUR INVESTING AND TRADING NEEDS

‹›



QUICK ONBOARDING

Secure onboarding process. Set up a Demat account with just PAN, Aadhaar and
eKYC.


EASY ACCESSIBILITY

Login with biometrics or mobile number and buy/sell stocks from our web, Android
or iOS platforms in one click.


SMOOTH ORDERS

With just a toggle switch, switch between intraday or delivery orders. Enjoy GTT
and AMO on Stocks and F&O orders.


INFORMED DECISIONS

Search stocks easily using smart lists and smart filters. Get latest news,
analyse charts and find in-depth company information to make informed decisions.

Start Investing

Pricing


FLAT FEES, NO HIDDEN CHARGES.


₹0
Commissions
On investing in Mutual Funds and IPOs
₹0
Account Maintenance
To maintain your Demat Account*
₹20
Brokerage
On Equity, F&O, Commodity and Currency orders
₹0
Account Opening
To open a Demat + Trading account
View Pricing

*Zero AMC is applicable for users onboarded from August 2021 onwards.

ASSET CLASSES


WAYS TO GROW YOUR WEALTH

Stocks
IPOs
Mutual Funds
Futures & Options


STOCKS

 * Discover stocks with smart lists and smart filters
 * Access key company information
 * Buy and sell stocks in a single click

Start Investing


IPOS

 * 24/7 IPO applications
 * Apply and pre-apply via WhatsApp
 * Zero commission investing

Start Investing


MUTUAL FUNDS

 * Zero commission investing
 * SIP investments starting at ₹100/month
 * Discover tax-saving funds easily

Start investing


FUTURES & OPTIONS

 * Pay just up to ₹20* per order
 * Switch between TradingView & ChartsIQ
 * Place GTT orders till contract expiry

Start Trading

GUIDE


DEMAT ACCOUNT 101

GET STARTED


ONLINE ACCOUNT OPENING


HOW TO SET UP A NEW DEMAT & TRADING ACCOUNT


DOCUMENTS


AADHAAR CARD


PAN CARD


EKYC


QUICK ONBOARDING


SIMPLE. QUICK. PAPERLESS.


YOU’RE A CLICK AWAY FROM OPENING A DEMAT + TRADING ACCOUNT ONLINE WITH JUST 3
DOCUMENTS.




BACKED BY THE BEST

Upstox is backed by marquee investors like Mr. Ratan Tata & Tiger Global
Management

1 Cr+
Happy Investors
4.5
Play Store Rating
₹60k Cr+
Turnover
More About Us


AWARDS & ACCOLADES

Highest Number Of Demat Accounts in a Single Month by CDSL in Oct 2021
Best innovation in wealth management (2020)
Highest number of accounts in a single month by a broker (2019,2020)
Most Promising Broking House of the Year by MCX in 2019


HERE’S WHAT OUR USERS HAVE TO SAY:

I like Today's Gainers and Today's Losers in Discover in the Invest section. It
helps me plan which Stocks should I invest and which I should not

Baradi Shivakumar

Reviewed on January 2023

I like the Portfolio News in the Invest section on the Upstox App. It shows News
related to the Stocks that are in my Portfolio which helps me in keeping a track
of my Stocks status

Naman Nema

Reviewed on February 2023

I like the option chain section and the way Greeks are displayed as it is very
simple to track and make decision to execute orders. It is also easy to "buy"
and "sell" positions, UI is very nice

Bhadresh Shah

Reviewed on January 2023

Where trust matters upstox never breaks.

Bhanu Prasad

Reviewed on December 2022

The ROS feature is very good and can help the budding option traders to learn
with proper discipline and risk management

Pandi Donald

Reviewed on March 2023

I like the Chart offered by Upstox, the Candles in the Chart are very clear to
view

Sandeep Shukla

Reviewed on February 2023
‹›



ACCOUNT OPENING PROCESS


1. SUBMIT & VERIFY PAN AND AADHAAR
2. VERIFY YOUR BANK DETAILS
3. ESIGN

Start Investing

You can also track your application status. It will take up to 3 days to verify
and open your account.


OPEN DEMAT ACCOUNT FAQS


DO I HAVE TO PAY FOR USING THE PLATFORMS?

No. You can check out the Upstox Pro web & mobile platforms for free and open an
account only when you’re ready to place a trade. There’s no fee to use the
trading software.


WHAT IS THE BROKERAGE* COST OF TRADING IN FUTURES AND OPTIONS?

For Futures, you’ll be charged ₹20* or 0.05% (whichever is lower) per order. For
Options, you’ll be charged a flat fee of ₹20* per order. Your maximum brokerage*
cost remains ₹20* per order irrespective of the size of the order.


WHAT IS THE BROKERAGE* COST OF TRADING IN EQUITIES?

For equity delivery trades, brokerage* charges are ₹20* per order or 2.5%
(whichever is lower) for both buy and sell orders. For equity intraday trades,
brokerage* charges are ₹20* per order or 0.05% (whichever is lower) for both buy
and sell orders.


DO YOU OFFER MARGIN AGAINST SHARES?

You can leverage the shares in your demat account to get extra margin to place
trades. With the Margin Against Shares facility you can pledge your shares for
₹50 per scrip, without having to add funds to your Upstox account.


WHAT ARE YOUR SQUARE-OFF CHARGES?

You will be charged auto square-off charges of ₹50* (Plus GST of 18%) per order
for open positions squared-off by RMS team at the usual intraday square-off
times. To avoid auto square-off charges, you can square-off your positions
yourself before the RMS square-off timings.


WHAT ARE YOUR CALL & TRADE CHARGES?

You can call the Upstox Team and place your trades via phone for ₹50* + GST per
order placed.


WHAT ARE BTST ORDERS?

BTST stands for Buy Today Sell Tomorrow. These are considered as equity delivery
trades which means you pay zero brokerage* on these orders.


WHAT ARE YOUR CHARGES FOR OFFERS FOR SALES (OFS ORDERS) AND BUYBACK ORDERS?

A flat ₹50/- will be charged for OFS (Offers For Sales) & buyback/takeover
orders.


HOW CAN I OPEN A DEMAT ACCOUNT ONLINE?

You can open your Demat account online by choosing the best online brokerage
firm. You can apply from their website and upload documents as per the
requirements. You can easily open a Demat Account online if you have a mobile
number registered with your Aadhaar number.


WHICH DEMAT ACCOUNT IS BEST IN INDIA?

There are various brokerage firms available in India. You can open your Demat
account with Upstox, as it provides multiple benefits and comes with a
transparent pricing policy.


IS UPSTOX A FREE DEMAT ACCOUNT?

Upstox does not have any account opening or annual account maintenance fees. So,
Upstox is like a free Demat account.


WHAT ARE THE STEPS TO CREATE A DEMAT ACCOUNT ONLINE?

You can open your Demat account online in just four steps.
 * Go to Upstox's online Demat account registration page.
 * Fill in your essential information and click Sign Up.
 * Have scanned copies of your Aadhaar, PAN, Cancelled Cheque
 * Verify your identity by entering your Aadhaar number and confirming the OTP
   sent to your linked mobile phone number.


WHAT ARE THE CHARGES FOR OPENING A DEMAT ACCOUNT ONLINE?

The Demat account charges to open a Demat account online will depend on the
brokerage. You can open a Upstox Demat account without paying any charges.


CAN WE HAVE MULTIPLE DEMAT TRADING ACCOUNTS?

You cannot open more than one Demat trading account with the same brokerage
firm.


HOW TO CHECK DEMAT ACCOUNT BALANCE?

If you find it difficult to check your balance in Upstox, you only need to carry
out a Demat account log in to your app and enter your 16-digit account number.
You will find your balance in your Demat account.


WHAT ARE THE AMC CHARGES IN UPSTOX?

There are no annual maintenance charges or AMC in Upstox.


WHAT IS THE DIFFERENCE BETWEEN DEMAT & TRADING ACCOUNT?

Through the Demat account, investors can hold all the types of investments, such
as stocks, ETFs, mutual funds, currency, futures and options. In comparison, a
trading account provides you with an interface by which you can buy and sell the
stocks in the share market.


WHICH IS THE BEST APP TO OPEN A DEMAT ACCOUNT?

Many brokerage firms are providing the facility to open a Demat account online.
Upstox gives you one of the best apps to open a Demat account as it is a
user-friendly and cost-effective application.


HOW TO APPLY FOR A DEMAT ACCOUNT?

First of all, you have to choose a brokerage company through which you can open
your Demat online such as Upstox. You have to visit the website or download the
app and fill up the application form to open a Demat account with the required
documents.
View More FAQs View Less FAQs


WHAT IS A DEMAT ACCOUNT?



A “DEMAT ACCOUNT” IS AN ACRONYM FOR “DEMATERIALISED ACCOUNT”.


As you need to have a bank account to deposit your money and earn interest, in
the same way, you need to open a Demat account to buy or sell financial
securities such as stocks and Equity Traded Funds (ETFs). A Demat account is
necessary to hold securities electronically.

When you buy stocks or shares, they will get credited to your account. When you
sell the stocks or shares you have purchased, they will get debited from your
account.

By opening a Demat account, you do not need to transfer your share certificates
physically to the buyer. You need to link your bank account with your Demat
account, through which you can easily buy and sell shares. It does not only save
your time, but it also reduces the transaction cost.

It is now mandatory to have a Demat Account to buy or sell securities that are
listed on the exchanges, such as stocks of companies. However, you don’t need a
Demat Account to invest in mutual funds, insurance schemes and other traditional
saving options.

While opening a Demat account online, you will have to bear some charges to
maintain your account, such as Demat account opening charges, safety charges or
custodian fees, annual maintenance charges, transaction charges, etc.

However, you can easily open an Upstox free Demat account online, without any
opening charges or account maintenance charges. This best demat account is more
than just a depository for investors' securities. It is a move to bring
transparency and regulation to the securities markets.

The National Stock Market of India was the country's first completely automated
stock exchange that made the Demat account India mandatory. It officially opened
in 1994, and share trading in Demat form began in 1996. Currently, a Demat
account in India is compulsory to invest and trade in equities and other asset
classes. As a result, there is no need to keep physical share certificates
anymore.



HOW TO OPEN A DEMAT ACCOUNT?


Opening a Demat account online is easy, and you can do it with just a few
clicks. You will need your Aadhaar card linked with your mobile number and other
details for the Demat account opening.




FOUR SIMPLE STEPS ON HOW TO CREATE A DEMAT ACCOUNT ONLINE:


 * Step 1. Go to Upstox's online Demat account registration page
 * Step 2. Click ‘Sign Up’ after entering your basic information
 * Step 3. Keep scanned copies of your documents: Aadhaar, PAN, Cancelled
   Cheque, and your most recent bank statement on hand so that you can easily
   upload it whenever required.
 * Step 4. To verify your identity: enter your Aadhaar details and the OTP you
   receive on your registered mobile number.


You can use your account after it is opened after verification. You will receive
the details of your account on your registered email address.






DOCUMENTS REQUIRED FOR DEMAT ACCOUNT OPENING


To begin the process of creating a Demat account, you will need some documents.
PAN Card, address proof, and bank proof are three broad categories of the type
of documents required to open an account online. Providing these documents is a
standard Demat account opening process. A correctly completed account opening
form can help ensure your account is opened as quickly as possible.




PROOF OF IDENTITY

 * PAN CARD

 * AADHAAR

 * DRIVING LICENCE

 * PASSPORT

 * VOTER IDENTITY CARD

 * NREGA JOB CARD

 * ANY OTHER ACCEPTED DOCUMENT ADVISED BY THE CENTRAL GOVERNMENT



PROOF OF ADDRESS


Although some of the address proof may be the same as the identification proof,
here is the complete list of the documents that can act as proof of address:

 * AADHAAR

 * PASSPORT

 * VOTER’S CARD

 * DRIVING LICENCE

 * NREGA JOB CARD

 * UTILITY BILL SUCH AS AN ELECTRICITY BILL, A WATER BILL, OR A POST-PAID MOBILE
   THAT IS NOT MORE THAN TWO MONTHS OLD

 * BANK ACCOUNT OR POST OFFICE SAVINGS BANK ACCOUNT STATEMENT.

 * DOCUMENTS ISSUED BY GOVERNMENT DEPARTMENTS OF FOREIGN JURISDICTIONS AND
   LETTER ISSUED BY FOREIGN EMBASSY OR MISSION IN INDIA.



PROOF OF BANK


You'll need to verify the bank account you want to link to your account. To
create a Demat account online, you may submit the cancelled cheque together with
the bank's IFSC number to the company website.


HERE ARE THE PROOF OF BANK ACCOUNT DETAILS THAT YOU MAY HAVE TO SHARE:

 * YOUR NAME

 * BANK’S IFSC CODE

 * MICR

 * PDF OF ONLINE BANK STATEMENT WITH YOUR NAME, MICR AND BANK’S IFSC CODE OR THE
   PASSBOOK.




WHY OPEN A DEMAT ACCOUNT WITH UPSTOX?


Upstox provides a broad range of facilities that make opening a Demat account
with Upstox a wise choice.




HERE ARE THE BENEFITS OF OPENING AN ONLINE DEMAT ACCOUNT WITH UPSTOX:




QUICK ACCOUNT OPENING PROCESS


Documents can be uploaded in an electronic format, and verification is done
digitally by Upstox. The account is ready for use within two hours and this is
the best demat account.




TRACK THE MARKET MOVEMENTS FOR YOUR INVESTMENTS IN REAL-TIME


By opening your Demat account with Upstox, you can track the market volatility
live and in real-time. You don't have to use another software to track the
profits and losses of your portfolio.




UPSTOX IS STABLE AND QUICK TO USE


The Upstox platform is easy to use because it is technology-friendly software.
It is stable because it won't hang as other applications do. Upstox believes in
continuous innovation and improvement in technology, making it user-friendly.




HOLD ALL YOUR INVESTMENTS IN ONE PLACE


You can hold all your investments, including mutual funds, in a single Upstox
application. You can manage your funds efficiently and monitor all your stocks
in one place. You can immediately buy and sell your investment in a few minutes.




VARIOUS INVESTING OPTIONS


You have various online trading options, including stocks, IPOs, mutual funds
and futures, and options that you can avail through your Demat account.



IPO


Investors who want to invest in new companies can apply for shares before the
company issues them in the markets. The period in which sales of a company's
shares are allowed to the general public is called an Initial Public Offering or
IPO. Demat accounts are useful for buying shares in IPOs.



STOCKS


In addition to buying stocks from the primary market i.e., during the IPO, you
can also buy and sell stocks after the stocks are listed on the exchange, i.e.
the secondary market. The secondary market is where stocks are bought and sold
by traders. It is important to understand that when you buy a company's stock
from another shareholder, you acquire shares that give you a certain degree of
ownership in the company and the right to participate in the decision-making
process during a board of directors' meetings.



MUTUAL FUNDS


You can invest in mutual funds as the fund manager gives you the benefit of a
portfolio of investments to diversify the risks associated with the financial
instruments. Investing in markets is subject to risks related to micro or
macroeconomic factors. Investing in different asset classes helps you diversify
the risk and maximise your profits.



FUTURES AND OPTIONS


In addition to trading stocks, investors have the option of trading futures and
options, which refers to derivatives whose values depend on the underlying
financial assets. Investors trade according to their predictions as the market
moves.




TRANSPARENT AND POCKET-FRIENDLY PRICING


Get more from your money by opening a Demat account with Upstox.




ACCOUNT OPENING:


There are no charges to open an online Upstox Demat account. You can make use of
a free demat account opening.




ACCOUNT MAINTENANCE CHARGES:


While some brokerages may charge an annual account maintenance charge, there are
no annual account maintenance charges. So, that means that you can open a free
Demat account with Upstox.




COMMISSION:


There is zero commission when you invest in mutual funds or IPOs.




BROKERAGE CHARGES:


Upstox Demat account charges a flat brokerage fee of Rs. 20 on equity, F&O,
commodity and currency orders.





BENEFITS AND INFORMATION ABOUT THE DEMAT ACCOUNT

 * The advantage of having a Dematerialised Account is eliminating the risk
   associated with paper-based share certificates. Before the invention of
   Dematerialised Accounts, shares were transferred physically, creating risks
   such as theft, loss, tampering, and forgery.
 * Bonus stocks or stock splits get automatically updated in your Demat
   accounts. Earlier, investors have to update it physically through the
   broker's office.
 * Demat accounts are not limited to shares or a single class of assets, but one
   can use them to invest and trade in a number of investment options such as
   mutual funds, ETFs, currency trading, futures and options.
 * You buy and sell your investment through your mobile phone in just a few
   minutes. Accessibility is available through the account, anytime, anywhere.
   In the case of physical premises, you need to visit the branch office only.
 * A Demat account provides you with the facility of nomination. In the case of
   the owner's demise, all the investment with returns will be transferred to
   the nominee.
 * You can conveniently store an unlimited number of investments safely in
   electronic form with a brokerage firm. The brokerage firm's mobile
   application tracks your investment without Demat account login. You can reset
   your password by properly verifying your identity with the brokerage firm via
   phone.






TERMS AND CONDITIONS

X

--------------------------------------------------------------------------------

T&C (For Aston band):

 1. This offer is valid for 30 days
 2. Management reserves the right to withdraw this offer at discretion
 3. The annual maintenance charges will be zero till further notice. Other
    statutory charges will continue to be levied as per the regulations.
 4. Investments in the securities market are subject to market risk, read all
    the related documents carefully before investing. To know more visit Upstox


T&C (For Most Valuable Asset Award):

 1. This offer is valid for this IPL season only
 2. Management reserves the right to withdraw this offer at its discretion
 3. The customers who have opened the accounts till March 30, 2023 shall be
    considered
 4. Investments in the securities market are subject to market risk, read all
    the related documents carefully before investing. To know more visit Upstox


T&C (For Influencer):

 1. This offer is valid till April 30, 2023
 2. Zero brokerage offer is valid for 30 days from the date of account opening
 3. Management reserves the right to withdraw this offer at its discretion
 4. The annual maintenance charges will be zero till further notice. Other
    statutory charges will continue to be levied as per the regulations
 5. Only those who have clicked on the influencer link and visited website will
    be eligible for the offer
 6. Investments in the securities market are subject to market risk, read all
    the related documents carefully before investing. To know more visit Upstox

Open a Free demat account

RKSV Securities: SEBI Registration No. INZ000185137 | NSE Member Code: 13942 |
BSE Clrg Code: 6155 | CDSL: IN-DP-CDSL- 00282534 | NSDL: IN-DP-NSDL-11496819 |
CDSL: IN-DP-CDSL- 00283831 | NSDL: IN-DP-NSDL-11497282 | RKSV Commodities MCX
Member Code: 46510 | SEBI Regn. No. INZ000015837| Registered Address: 807, New
Delhi House Barakhamba Road, Connaught Place, New Delhi- 110001. |
Correspondence Address: RKSV/Upstox, 30th Floor, Sunshine Tower, Senapati Bapat
Marg, Dadar (W), Mumbai, Maharashtra 400013. For any complaints email at
complaints@rksv.in | Please ensure you carefully read the Risk Disclosure
Document as prescribed by SEBI and our Terms of Use and Privacy Policy

The brand name Upstox and logo are the registered trademarks of RKSV Securities
India Pvt. Ltd. | The cost-effective brokerage* plans make Upstox a trustworthy
and reliable online discount stockbroker. Available on both the web and mobile,
it offers unmatched convenience to traders. If you are considering opening a
demat account online, then Upstox is just the right place for you.

Disclaimer: Investment in securities market are subject to market risks, read
all the related documents carefully before investing.
Brokerage* will not exceed the SEBI prescribed limit


WHAT IS A DEMAT ACCOUNT?

A demat account is where all your securities, purchased in dematerialized or
electronic form are saved. In simpler words, it is analogous to a bank account.
Just like a bank account holds your money, a demat account holds your shares.


FEATURES OF ONLINE DEMAT ACCOUNT.


POCKET-FRIENDLY

The equity deliveries are free and everything you earn remains all yours. You do
not end up spending your hard-earned profit on brokerage*.


PAPERLESS ACCOUNT OPENING

All you need is an Aadhar Card to open demat account. There are no physical
documents or forms required! Just fill the form online and you can easily submit
the documents on the website.


TRUSTWORTHY TECH

Share markets are full of surprises as a result of which there are a lot of ups
and downs. But don’t worry, with our trustworthy technology, you’ll always
remain online and on top of market fluctuations.


CROSS-PLATFORM TRADING

Opening a demat account online with Upstox provides you with an option to trade
on any other platform. Available on web, desktop and mobile, it proves to be the
best choice for trading online!


DOCUMENTS REQUIRED TO OPEN A DEMAT ACCOUNT

You only need a small number of documents for opening the online demat account.
- Aadhar Card - PAN Card - Latest bank statement with IFSC code - Cancelled
Cheque


OPENING DEMAT ACCOUNT

The demat account opening process is fairly easy and hassle-free. To open a
demat account online, follow the simple steps given below.


STEP 1: FILL THE FORM

Fill the form on the website that is required for opening an online demat
account. Once the form is submitted, it will be sent for verification. It takes
about 12-24 hours to open a demat account.


STEP 2: VERIFICATION

After you submit the required documents along with the account opening form,
they will be verified. In case of any problems, you will be contacted using the
contact information that you provide.


STEP 3: POST-VERIFICATION

Once the verification is successful, you will get an unique ID After this you
will be all set to enter the world of trading with your free demat account!

Read More

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