What Is the Procedure of Opening a Demat Account Online?

A Demat account is an account that allows you to hold your financial instruments electronically. As with a savings account, you hold your money, a Demat account is used to hold shares.

As an investor, it is important to note that you cannot trade in the stock market without a Demat account. All your financial instruments, such as exchange-traded funds (ETFs), mutual funds, bonds & shares can be held online in a Demat account. Nowadays, stock brokers in India offering free demat account opening with multiple benefits.

The procedure of Opening Demat Account Online

Track these steps to open a Demat Account

Step 1– Enter a valid e-mail address

Step 2– Give your PAN details and Date of Birth for KRA verification

Step 3– Enter your name, address, and contact number. If KRA is already verified, the system will automatically fetch your data.

Step 4– Enter bank account details (will be linked to your trading account)

Step 5– Mention additional information (education, occupation, etc.)

Step 6– Approve your brokerage plan

Step 7– Upload your documents via WhatsApp or E-mail

Step 8– The representative will get in touch with you for in-person verification (IPV) as per guidelines.

Your account will be ready to trade once your IPV has been completed and your documents have been verified.

KRA- KYC registration agency maintains an individual’s KYC information. KRA KYC verification means a client’s personal information is already stored with SEBI/Registrar)

Documents Required for Opening a Demat Account

A Demat account can be opened with very little documentation. As a result of this, applicants can follow the entire process from start to finish without any hassles. Following are the documents to be submitted.

  • Identity proof: A copy of your PAN card with your photo
  • Address proof: A copy of any one of the following documents shall serve as proof of your residence.
    • Voter’s identity card
    • Driver’s license
    • Passport
    • Aadhaar card
    • Electricity bill
    • Bank passbook or account statement (not older than 3 months from the date of receipt of documents)
  • Proof of your income: A copy of your latest salary slips or your Income Tax Return (mandatory for currency and derivatives segment)
  • Bank account proof: A copy of your bank account passbook or bank statement (not older than 3 months)

 Demat Account Opening Charges

 Here is the list of Demat account transaction charges:

  • Account Opening Charges
  • Account Maintenance Charges
  • Debit Transaction Charges
  • Off-Market Debit Transaction Charges
  • Pledge Creation Fees
  • Dematerialization Charges
  • Rematerialization Charges
  • Modification in Address, Email, Mobile, and Bank Updating Fee
  • Delivery Instruction Slip Charges
  • Account Statement Charges

Once you have a basic understanding of what a Demat account is and how to open one, it’s time to fill out the application. We wish you good luck with trading!

Comments are closed.