Upstox is among the leading fin-tech platforms in India, with a user-friendly interface and a range of features for seamless stock trading. If you're interested in buying stocks online via Upstox, here’s the step-wise process.
Step 1: Explore the Upstox website. If you find us suited to your financial goals, proceed to open an account by clicking on the "Open Account" button.
Step 2: Choose your preferred account type that aligns with your trading requirements and click on the option to proceed.
Step 3: Complete the Account Opening Process by filling in the required details via the online form. You'll need to provide information such as your name, address, contact details, PAN card number, bank details and upload the necessary documents. Remember to ensure that the information provided is accurate and up to date.
Step 4: Complete the paperless e-KYC Process.
Step 5: Verify your account after you’ve completed the account opening process. You’ll receive an email or SMS notification with the status of your account verification.
Step 7: Explore the Upstox Trading Platforms online or via your mobile app, designed for the various trading segments.
Step 8: Conduct your independent research and analysis. Use the Upstox research tools to your benefit. You can glance at company financials, track market trends and access stock updates.
Step 9: Regularly monitor the performance of your investments. Manage your portfolio per your investment preferences. You can utilise Upstox's real-time market data to stay informed of the latest developments.
Final words
As you navigate the world of stock market investments, always remember to take all the necessary steps towards managing your portfolio effectively. Stay posted on your personalised financial goals. Happy investing!