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Frequently Asked Questions

How can I change or reset my trading password?

How can I unblock my account?

How do I activate Commodities/Futures/Options segments in my Upstox account?

What is the Settlement Cycle when I sell my holdings?

How to place a simple order?

How can I generate a new CDSL TPIN?

How can I check my previous ledger details?

How to download the profit and loss report from the Keystone?

How is the average price calculated for Delivery positions?

Why is my balance negative in the Keystone ledger reports?

What are T1 holdings?

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Stuck with something? Our customer care team will help you out!

Get live support between 8AM and 7PM IST, Monday - Saturday
Mail us your account opening queries at:

If you already have an account with us

Get live support between 8AM and 7PM IST, Monday - Saturday
Monday - Friday: 8 AM to 5 PM
Saturday: 9 AM to 2 PM
   022 4179 2999
   022 6904 2299
   022 7130 9999
Got any queries? Feel free to raise a ticket anytime.

Upstox – Grievance / Escalation Matrix

In case your concerns are not addressed within reasonable time i.e. within 5 working days, you may escalate it to next level as per the defined matrix.

Escalation Level

Details of

Contact Person

Address

Contact No.

Email Id

Operational / Working hours

Level 1

Customer Care / Client

Servicing

Customer Service

30th Floor,

SunshineTower,

Senapati Bapat Marg, Dadar(W), Mumbai, Maharashtra 400013

022-41792999

support@upstox.com

All Trading Days – 8 am to 5 pm

Level 2

Head of Customer Care

Jeffrey

DeSouza

30th Floor,

SunshineTower,

Senapati Bapat Marg, Dadar(W), Mumbai, Maharashtra 400013

022-4179 2936 /

022-7114 6936

complaints@upstox.com

All Trading Days – 8 am to 5 pm

Level 3

Compliance Officer

Kapil Jaikalyani

30th Floor,

SunshineTower,

Senapati Bapat Marg, Dadar(W), Mumbai, Maharashtra 400013

022-7114 6955 /

022-4179 2955

compliance@upstox.com

All Trading Days – 8 am to 5 pm

Level 4

CEO

Ravi Kumar

30th Floor,

SunshineTower,

Senapati Bapat Marg, Dadar(W), Mumbai, Maharashtra 400013

022-7114 6941 /

022-4179 2941

ceodesk@upstox.com

All Trading Days – 8 am to 5 pm

In absence of response/complaint not addressed to your satisfaction, you may lodge a complaint with SEBI at score or Exchange at NSE , BSE , MCX or Depository at CDSL or ODR portal for Investors at Smart ODR . Please quote your Service Ticket/Complaint Ref No. while raising your complaint at SEBI SCORES/Exchange portal or at Depository
Escalation Matrix (RKSV Commodities India Private Limited):

Details of

Contact Person

Address

Contact No.

Email Id

Customer care

Customer Service

30th Floor,

Sunshine Tower, Senapati Bapat Marg, Dadar (W),

Mumbai, Maharashtra 400013

022-41792999

support@upstox.com

Head of Customer care

Jeffrey DeSouza

30th Floor,

Sunshine Tower, Senapati Bapat Marg, Dadar (W),

Mumbai, Maharashtra 400013

022-41792999

022-71146936

complaints@upstox.com

Compliance Officer

Amit Lalan

30th Floor,

Sunshine Tower, Senapati Bapat Marg, Dadar (W),

Mumbai, Maharashtra 400013

022-71146955

022-41792955

complaints@upstox.com

i. Basic details of the SB such as registration number, registered address of Head Office and branches if any.

Stock Broker Name

Registration Number

Registered Address

Branch Address (if any)

Contact No.

Email Id

Upstox Securities Private Limited

INZ000315837

809,

New Delhi House, Barakhamba Road,

Connaught Place, New Delhi - 110001

Unit 301,

The Summit Business Bay – Omkar 513,

Andheri - Kurla Road, , opp. PVR cinema, Gundavali,

Andheri East,Nr. WEH Metro, Mumbai-400093

022 -23753793-94

contact@rksv.in

RKSV Commodities India Private Limited

INZ000015837

All Trading Days – 8 am to 5 pm

ii. Names and contact details of all Key Managerial Personnel including the Compliance Officer:

Sr. No

Name of the Individual

Designation

Contact No.

Email Id

1

Ravi Kumar - Upstox Securities Private Limited

CEO

022-41792936

022-71146936

ceodesk@upstox.com

2

Kapil Jaikalyani - Upstox Securities Private Limited

Compliance Officer

022-71146941

022-41792941

compliance@upstox.com

3

Amit Lalan- RKSV Commodities India Private Limited

Compliance Officer

022-71146941

022-41792941

complaints@upstox.com

iii. Step by step procedures for opening an account, filing a complaint on designated email id, and finding out the status of the complaint etc.
  • a) Below is the detailed write up on the procedure for opening an account:
    How can I open a new Trading and Demat account?
  • b) Below is the detailed write up on procedure for filing a complaint on designated email id/ Toll-free number and procedure for finding out status of the complaint basis Ticket Number:

A customer can raise a complaint through email, chat and voice

    Email
  • 1. Customers can raise a ticket at Submit a ticket
  • 2. Customers will receive an email acknowledgement on their Registered Email ID, with the Ticket number for the complaint registered
  • 3. Customers will receive the status of their tickets in their registered email ID
    Voice

    Customers can call the Helpline nos.

  • 022 - 41792999
  • 022 - 69042299
  • 022 - 71309999
    1. Advisor will provide immediate verbal solution, where applicable
    2. In case the above is not possible, the Advisor will raise a Ticket for the Customer’s issue
    3. Customers will receive an email acknowledgement on their Registered Email ID, with the Ticket no. for the complaint registered
    4. Customers will receive the status of their tickets in their registered email ID
    Chat

    Customers can chat with Upstox at Contact Us

  • Advisor will provide immediate chat solution, where applicable
  • In case the above is not possible, the Advisor will raise a Ticket for the Customer’s issue
  • Customers will receive an email acknowledgement on their Registered Email ID, with the Ticket no. for the complaint registered
  • Customers will receive the status of their tickets in their registered email ID
iv. Details of Authorized Person:
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