Written by Upstox Desk
5 min read | Updated on September 26, 2025, 14:20 IST
Account Opening Requirements
Traditional method
Online method (e-KYC method)
How can you get started?
Upstox is a leading Indian financial services company that offers online trading and investment services in stocks, commodities, currencies, mutual funds, and more. Founded in 2009 and headquartered in Mumbai, Upstox is backed by prominent investors including Ratan Tata, Tiger Global, and Kalaari Capital. It operates under RKSV Securities and is registered with SEBI, NSE, BSE, and other regulatory bodies, ensuring secure and compliant trading experiences.
In this day and age of the internet and ceaseless electronic innovation, life continues to get easier and less troublesome - even when dealing with financial assets. Today, investors don't hold stacks of paperwork in their office to store securities. Introduced in 1996, they now use the demat account system.
We’re hoping you’re familiar with what is demat accounts by now and have grasped how to open a demat account. Next up, let’s learn how to invest using these demat accounts. Now, we will walk you through the steps required to invest in the stock markets.
Key Points
By the numbers
It’s a bustling ecosystem that continues to thrive and grow with every passing day. If you are looking to invest, this is a good time to join in.
Firstly, you need to choose the right broker to help you understand your account opening process. Your choice of brokerage would rely on a variety of factors, which would include: fees/charges, client benefit, additional offices and platform’s interface and experience (UI and UX).
A dematerialized account can be opened utilizing two techniques: the conventional format (paper form) or the e-KYC paperless registration i.e. opening a demat account online.
In the present internet era, the conventional procedure of submitting paper forms is akin to booking trunk calls on landlines back in the 80s. It’s inconvenient, time-consuming and needs a lot of manual efforts. Now, investors can open demat accounts online without going through all the form filling, by consenting to an eKYC online. E-KYC method is the one wherein the broker verifies your information utilizing your Aadhaar card, gets you to upload your documents online, and you’re done. Here’s how you can get started:
For convenience’s sake, let’s say you’ve picked Upstox as your broker for a dematerialized account. Here’s how you can start investing.
If you want to sell your stocks to book your profit or ‘stop-loss’, place a ‘sell’ order via the same platform. Your shares will be bought by someone else. Once your stocks are bought by someone else; the money will be credited to your trading account while the shares will get debited from your account.
Wrapping Up
About Author
Upstox Desk
Upstox Desk
Team of expert writers dedicated to providing insightful and comprehensive coverage on stock markets, economic trends, commodities, business developments, and personal finance. With a passion for delivering valuable information, the team strives to keep readers informed about the latest trends and developments in the financial world.
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