Open a FREE* Demat and Trading account to invest in Stocks
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5000+ stocks, find ‘the one’ easily with our smartlists
One platform with many order types
5000+ stocks, find ‘the one’ easily with our smartlists
You can do everything from a single frame
With curated stock lists such as UpTrend, Best for Beginners, Everyday Brands, etc.
With 6-point investment checklist and analyst ratings to buy, sell or hold a stock
Simplified buying and selling experience
With curated stock lists such as UpTrend, Best for Beginners, Everyday Brands, etc.
With 6-point investment checklist and analyst ratings to buy, sell or hold a stock
Simplified buying and selling experience
From beginner to advanced, we cover all levels of learning
When it comes to the world of investing, there are tons of resources and it can get overwhelming going through
all of them. So to help you get started we’ve curated a list of the best books, videos, courses that our team
and experts swear by:
You can register for these here: Investor Masterclass
Hope this list gets you started on your investing journey!
Venturing into the stock market can be both exciting and rewarding. But how exactly do stocks make you money, let’s find out:
Capital Appreciation: When you buy a stock, you’re essentially buying a piece of a company. If
the company does well, its stock value may increase over time. By selling your stock at a higher price than what
you paid for, you earn a profit. This difference is your capital gain.
Dividends: Some established companies distribute a portion of their earnings back to
shareholders. These payouts, known as dividends, can provide a steady income stream. Not all companies offer
dividends, but those that do can enhance your overall returns.You can refer to the ‘High Dividend Yield’
Smartlist for such stocks.
Power of Compounding: Remember, the earlier you start, the more you let your investments enjoy the magic of compounding. As you reinvest returns, your money grows exponentially over the long run.
A drop in stock price doesn’t automatically translate to lost money, here’s why:
Unrealised vs. Realised Loss: When a stock dips below your purchase price on Upstox, it reflects an “unrealised” loss and will appear in red in your portfolio. It’s not until you hit that ‘Sell’ button and finalise the transaction at a lower price than your buying price, that the loss becomes “realised”.
Strategic Holding: Just because a stock’s price is in the red today doesn’t mean it won’t soar tomorrow. Keeping a long-term perspective can sometimes help in navigating the market’s ups and downs.
To ensure you exit a trade in profit, you can use some of these features on Upstox:
To become a partner (sub-broker) with Upstox and earn brokerage commission and account opening incentives, click on this link Become Sub Broker and follow these steps;
Start earning for every user you successfully refer and enjoy a share of the brokerage from each trade placed.
Using these powerful tools analyse trends and find trades easily:
Step 1: Click on the stock you want to place an order from the watchlist.
Step 2: Click on Buy on the scrip details screen to view the order entry screen.
Step 3: On the order entry screen you need to enter the values in mandatory fields. i.e.
Quantity, Price, Trigger Price, etc. Check this section on how to fill the Order entry screen. Refer to “How to
Fill Order Entry” section below.
Step 4: Tap on ‘Review buy order’ or ‘Review sell order’ to view the Order Summary. If you have
disabled the order summary (in the next step), you can just swipe to place your order.
Step 5: On the order summary screen, tap on ‘Submit order’ to place your order. You can expand
the taxes and charges section to view the applicable charges. You can also select the ‘Don’t show this review
screen’ checkbox to skip the summary screen and place your orders directly from the Order entry screen from the
next time. You can also enable/disable order summary screen from the Settings menu under the Account tab.
You can read more about this here: How can I add funds to my Upstox account?
Step-by-step guide on opening an online Upstox Demat account
Step 1: Enter essential details – mobile number, email address, PAN and other personal details
Step 2: Verify your identity by taking a live photo.
Step 3: Verify bank account details
Step 4 (Optional): Add a nominee to your account
Step 5: eSign and done!
We will now verify your application and update you on the status within 48 hours.
Eligibility criteria to open an Upstox Demat account
Step 1: Login to the Upstox app using your 6-digit Pin or Biometrics.
Step 2: Click on the ‘Account’ tab.
Step 3: Click on ‘Add funds’ as per the trading account
Step 4: You can add funds in any one of the following ways:
Read more about this here:
How can I add funds to my Upstox account?
Yes, there may be fees and taxes associated with buying stocks online, such as brokerage fees, transaction fees, and capital gains tax. It is important to research and understand these costs before making any purchases. You can read the fees and taxes on Upstox here Brokerage Charges