Account Opening

Home » FAQs » Account Opening
How can I open an online individual account with Definedge Securities?

Hey! You are at a right place, visit this link to signup

Click on the button that says
Open Demat Account

 

 

Follow the step-by-step process and attach the documents as mentioned on the right side of your screen wherever needed. Isn’t it so simple

After completing the account opening process, you will receive a Welcome Email.

While we review and verify your documents, you can browse through our products and services listed in “Welcome” email.

As soon as your account is verified, you will receive “Congratulations” email with your demat account details.

You are good-to-go as you will receive an email to update the password of your Trading/Demat account.

It’s time for some serious investments – just Login to your Definedge Securities account through web.

How long does it take to open the account?

Our account opening process is extremely easy and seamless.

You need to keep the documents handy in the format mentioned here.

By the time you sip a coffee, all it takes is around 15 minutes to fill the eKYC form.

After eKYC, your account goes through a document verification process that takes approximately 24 business hours.

What are the account opening charges?

The account opening charges are Rs 180 for the Trading & Demat account (Rs. 500 for NRI).

To know more about other charges and fees please click here.

What is the DP AMC charge for individual demat account, corporate account and NRI account?

a) Individual Demat account (Indian Residents)
DP Annual Maintenance Charges (DP AMC): ₹ 300/- + GST

b)  Corporate Account
DP Annual Maintenance Charges (DP AMC): ₹ 1000/- + GST

c) NRI
DP Annual Maintenance Charges (DP AMC): ₹ 500/- + GST

Note: DP AMC would be charged once a year in the fourth month after the opening of the account. There will be no AMC charges for the first three months.

What are the documents needed to open the account?

To open a Demat account as per the regulations set by the authorities you will require the following documents –

  1. Copy of PAN Card
  2. Bank Proof
  3. Address proof
  4. Financial proof. etc.

Please note: For digitally signing the KYC form, your mobile number should be linked with your Aadhaar

Is there any other document that should be linked to Aadhaar?

You will need to link your PAN and mobile number to Aadhaar to seamlessly facilitate the account opening process. 

As per government norms it is mandatory to link your Aadhaar to PAN. This is also mandatory for us to be able to open your Demat account. People can get their PAN and Aadhaar linked online by following the steps mentioned below:

Step 1: Visit the Income Tax e-Filing website and click on the ‘Link Aadhaar’ option under the quick links

Step 2: Enter your PAN and Aadhaar number

Step 3: Enter the name as mentioned in your Aadhaar card

Step 4: In case the date of birth is mentioned on your Aadhaar card you have to tick the box

Step 5: Tick mark ‘I agree to validate my Aadhaar details with UIDAI’

Step 6: Click on the ‘Link Aadhaar’ button

Step 7: Next, enter the OTP that you receive on your mobile number and click on ‘Validate’.

Step 8: A pop-up message will appear showing your successfully linked Aadhaar with PAN Card

What is the NRI account opening process?

You can open NRI account through Offline mode. For details related to charges, click here

What is the process for opening a corporate account with Definedge Securities, and what documents are required?

You can download the Non-individual KYC from here and below is the list of documents required along with the form:

  1. PAN of Corporate
  2. Address proof in the name of Corporate (latest 3 months old bank statements or Landline telephone bill or Electricity bill
  3. Bank proof in the name of Corporate e.g., Bank Passbook / cheque leaf /Bank statement.
  4. Copy of Balance Sheet for the last two financial years (to be submitted every year).
  5. Copy of latest share-holding pattern including the list of all those holding control, either directly or indirectly, in the company in terms of SEBI takeover regulations, duly certified by the company secretary/ whole time director/ MD (to be submitter every year). (On Company letter head)
  6. Photograph, Proof of Identity, Proof of Address, PAN & DIN number of the whole time Director/ 2 directors in charge of day-to-day operations.
  7. Photograph, Proof of Identity, Proof of Address, PAN of individual promoters holding control— either directly or indirectly.
  8. Copy of Memorandum and Articles of Association and Certificate of Incorporation.
  9. Copy of Board Resolution for Investment in security markets. (On Company letter head)
  10. Authorized signatories list with specimen signatures. (On Company letter head)
  11. List of Directors. (On Company letter head)

Please take a print of form and fill up require details and make sure all the required documents attached are self-attested.

For any further form related help please contact us over below mention numbers:

Contact No :

Amit Mahindkar – 9930269826 ([email protected])

Tushar Shilwant – 8291205596 ([email protected])

After filling the form, you can send complete scanned copy of the form with documents for final verification on the above email id. Following this you need to courier the filled form with documents to below mentioned address for further process.

Address :

DEFINEDGE SECURITIES BROKING PRIVATE LIMITED
Office No. 523, 5th Floor, Chintamani Plaza,
Andheri – Kurla Road, Near WEH Metro Station,
Andheri (East), Mumbai, Maharashtra – 400099

Can you guide me through the HUF account opening process?

You can download the Non-individual KYC from here and below is the list of documents required along with the form:

  1. PAN copy of HUF
  2. Address proof of HUF (Bank Statement/ Bank passbook first page along with transaction/Utility Bill i.e., Electricity Bill, Landline Bill 
  3. Bank proof of HUF 
  4. PAN copy of Karta 
  5. Address proof of Karta 
  6. Declaration by HUF & Consent Letter (Refer page number-27 of application form)

If opted for derivatives segment, please provide anyone documents from below:

  1.  Bank A/C Statement for last 6 months  
  2.  Copy of ITR acknowledgment (Latest FY)  
  3.  Latest DP Holding Statement (Attested by DP, seal with sign)  
  4.  Net worth Certificate from C.A. (on C.A’s Letter Head with seal & sign)

Please take a print of form and fill up require details and make sure all the required documents attached are self-attested.

For any further form related help please contact us over below mention numbers:

Contact No :

Amit Mahindkar – 9930269826 ([email protected])

Tushar Shilwant – 8291205596 ([email protected])

After filling the form, you can send complete scanned copy of the form with documents for final verification on the above email id. Following this you need to courier the filled form with documents to below mentioned address for further process.

Address :

DEFINEDGE SECURITIES BROKING PRIVATE LIMITED
Office No. 523, 5th Floor, Chintamani Plaza,
Andheri – Kurla Road, Near WEH Metro Station,
Andheri (East), Mumbai, Maharashtra – 400099

How do I upload my signature in digital format?

To upload your signature in a digital format first you will need to sign on a blank paper then take a clear photo of the signature. 

Open Demat Account