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How to open Individual Trading & demat account via Physical Mode


To open an individual trading and demat account, following documents are required: 


Document Type  

Requirements  

Account Opening Form (PDF)   

Pre-filled customer application form (Sample PDF)  

PAN Card  

Self-attested copy with signature under “Applicant Signature”  

Address Proof (any one of the following)  

  • Aadhaar  
  • Voter ID  
  • Passport  
  • Driving License  

Photograph  

Passport-size photo affixed and signed across on the equity application  

Bank Account Proof (any one of the following)  

  • Personalized cancelled cheque (name printed)  
  • Self-attested bank statement (with bank logo/seal)  
  • Bank passbook copy (with account no., MICR & IFSC)  

Income Proof (only if opting for F&O segment)  

  • Bank statement (latest 6 months)  
  • Latest salary slip (monthly income > ₹15,000)  
  • Latest ITR acknowledgement (income > ₹1,20,000 annually)  
  • Form 16 (income > ₹1,20,000 annually)  
  • Net worth certificate (net worth > ₹10,00,000)  
  • Demat holding statement (value > ₹10,000)  

 

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