Account Opening

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