NIWS slider

How To Open A Demat Account And Start Investing In Stocks

//
How To Open A Demat Account And Start Investing In Stocks

How To Open A Demat Account And Start Investing In Stocks

NIWS Team 24 Apr 2024

Demat account opening is crucial since digital trading is done. Demat account-based share sale and purchase has made the process easier for investors as they do not have to stand in queues or fill out lengthy forms to open an account. Stock investment, which requires a Demat account, can be online. It is the easiest way to open an account online, so you can open a Demat account in a few simple steps. This account type digitally stores your share when you consider online trading.

Since opening a demat account requires a few simple steps to initiate trading in the stock market, NIWS, the leading stock market trading courses in delhi, Jaipur, and other places, helps you understand how to open a demat account to initiate stock investments.

The Need For Demat Account

When trading and investing in stocks in India, a Demat (Dematerialised) account is required. This account replaces traditional physical share certificates with electronic certificates, making transactions convenient, secure, and faster. The reasons given below explain why a Demat account is needed.

  • Safety

It eliminates the risk of theft, damage, or loss in the case of physical share certificates.

  • Convenience

As far as buying and selling are concerned, the Demat account helps engage in this and holds the securities electronically.

  • Cost And Accessibility

A demat account will always be cost-effective as it helps eliminate paperwork that may incur additional costs. A person can access a wide range of financial instruments, such as mutual funds, government securities, bonds, and equities, through a Demat account.

Steps To Open A Demat Account

There are a few steps that you must follow to open a Demat account, and they’ve been mentioned as follows:

  • Starting With A Depository Participant Known As DP

You will first have to select a registered Depository Participant, which may be any brokerage firm or a bank with the authority to open Demat accounts.

  • Going Through The Application Process

Once you choose a Depository Participant, you will have to fill out a form that your DP provides. The form will have fields for you to mention your personal information, such as contact information, KYC details, and others.

  • Doing Kyc Verification

KYC, the 'Know Your Customer' verification process, has to be done by submitting the necessary documents, such as an Aadhaar Card, Passport, Voter ID, or PAN card, and then KYC verification is successful.

  • Verification Process

The Depository Participant is responsible for verifying the submitted documents and checking the details you have filled in the application form. 

  • Signing The Agreement

You may encounter some outlined terms and conditions, which you will have to sign. Once you do that, your Demat account opening will reach the last process of account activation.

  • Account Activation

Once all the information is verified and no document is left to be submitted as per the requirement, your DP will provide you with the account details that you can use along with the login credentials for your Demat account for you to access from now on. 

Charges Of Opening A Demat Account

Different charges apply to having a Demat account and maintaining it throughout the year. Let’s know about them:

  • Account Opening Fee

It is a one-time fee that your Depository Participant may charge for setting up the Demat account, and the amount may vary for each Depository Participant.

  • Annual Maintenance Charges

Of course, your DP will levy an annual fee to maintain your Demat account. This fee will cover the cost of record-keeping, account maintenance, and other relevant expenses that DP has to incur.

  • Transaction Charges

DP also imposes different transaction fees for buying and selling securities, and the Stock Exchange may charge you through a Demat account. 

For transparency, always clarify your doubts regarding transaction charges before opening a Demat account. These charges are also variable, depending on the volume and type of transactions.

  • Debit Transaction Charges

The charges apply when you debit securities from your Demat account, especially when you sell your shares. DP also facilitates the transfer of securities out of your Demat account, and as a result, it may charge a certain amount.

Documents Required To Open A Demat Account

Various types of documents are required to open a Demat account, and they have been mentioned in the details below. The four different types of documents that you need to submit when you want to open a Demat account are as follows:

Proof Of Identity

Any one of the following documents is required to submit for proof of identity to open a Demat account.

  • Aadhaar card

  • Pan card

  • Passport

  • Driver’s license

  • online government-issued photo identity card

  • Voter id 

 

Proof Of Address

Any one of the following documents is required for proof of address:

  • Aadhaar card

  • Passport

  • Driver’s license

  • Voter ID card

  • Utility bills which include gas, water, or electricity bills (should not be older than 3 months)

  • Rent Agreement

  • Ration card

 

Photo

They must also submit a passport-size photo

Income Proof If Asked For By The Depository Participant

  • Salary slip

  • bank statements

  • Income tax returns 

All these requirements may vary depending upon the Depository Participant, and all the documents must be up-to-date and valid.

How To Start Investing In Stocks Through Demat Account

A few crucial points need to be kept in mind if you want to invest in stocks and get good returns. Let’s know some of the essential points given as follows:

  • Having Deep Research And Education In Stock Marketing

You must understand the stock market's variable factors and the risks involved. You need to make yourself fundamentally strong regarding stocks, have some investment strategies, and be an expert in technicality and stock market trends.

  • Carefully Select A Broker.

Having a reputable brokerage firm will help you get good returns on your investment. A good broker may offer trading services linked to Demat accounts, which will definitely be beneficial in the long term.

  • Fund In The Account And Placing Orders

You must start transferring funds to your trading account linked with the Demat account. Once you can use the platform and understand the options given in your Demat account, you can place buy or sell orders according to your preference for investment.

  • Investment Monitoring And Remaining Informed

If you want to know how your investment is doing in your Demat account, you must monitor it per the market trends to understand your performance. You must stay up-to-date with the financial news and announcements, which will be great if you want to make good returns on your investment.

Conclusion

The term "demat account" or "dematerialization account" refers to an easier method of storing bonds, shares, mutual funds, government securities, mutual funds, exchange-traded funds (ETFs), and insurance. Demat Accounts lower the possibility of damage or loss by eliminating the requirement for physical share certificates. 

NIWS, the well-known stock market institute, provides this guide to help investors start investing in stocks. It explains the need for a Demat account and the process of opening one.

    Apply for Franchisee

  • Your Name (required):

  • Your Phone Number (required):

  • Your Email (required):

  • Your Organization (required):

  • Your Designation:

  • Your State (required):

  • Your City (required)

  • Why are you interested in NIWS?

  • Your Message

  • Understand that this form collects my personal data to be used in accordance with Privacy Policy here.

Start with a demonstration class.