Open Trading & Demat Account

Offline Account Opening Process

1. Step 1: Gather Essential Documents

   Collect vital documents: PAN Card, Aadhaar Card, Address Proof, 6 months Bank Statement or Cancelled Cheque, recent passport-size photographs, and Proof of Income for derivatives trading.

2. Step 2: Obtain Account Opening Forms

   Download the official Account Opening Form (PDF) or collect it from our Registered Office.

3. Step 3: Fill Details & Select Market Segments

   Complete the applicant details accurately. Clearly indicate your segment preferences: Cash (BSE/NSE), Futures & Options, Currency Derivatives, or MCX Commodities.

4. Step 4: Mandatory Nomination

   Fill out the Nominee details to secure your investments as mandated by SEBI. (You may also opt out by signing the nomination declaration).

5. Step 5: Sign Agreements & Attach Proofs

   Sign across mandatory non-negotiable clauses and cross-check attached self-attested document copies.

6. Step 6: In-Person Verification (IPV) & Submission

   Visit our office or coordinate with our authorized representative for physical or video-based In-Person Verification (IPV).

7. Step 7: Account Activation & Welcome Credentials

   Upon verification, your Unique Client Code (UCC) and CDSL Demat BO ID will be generated and dispatched via email and SMS with secure login credentials.