Pro tools built for pro traders
*T&C Apply - click here
TradingView and ChartsIQ chart libraries
Up to 5X leverage on intraday trading
Instant Withdrawal within 15 minutes
Call & Trade facility
Fundamental Data for stock analysis
Up to ₹20/order brokerage
Margin, brokerage calculator and many more
Flat fees, no hidden charges.
*Zero AMC is applicable for users onboarded from August 2021 onwards.
Traders get more with margins and flat brokerage
|Intraday order margins||CO/OCO order margins|
|Note: No Margin for Options buying|
On F&O trading trends
Online Trade Platform With 1 Crore+ Active investors
Upstox is an Online Trade Platform With 1 Crore+ active investors. Upstox elevates your trading experience to new heights. The online platform and app are intended for simplicity and efficiency, allowing you to browse between screens and trade easily. Upstox offers trading and investing in:
- Futures and Options
- Mutual Funds
- Currency Futures and Options
- Commodity Futures and Options
What is Trade?
One word can have different meanings and definitions in the various subject areas. Similarly, the definition of trade comes from economics. Trade means buying and selling goods and services in return for a particular amount. Such an event can take place between producers and consumers. Trade may take place domestically and internationally. When transactions take place within the home country, it is known as domestic trade. When goods are bought across borders from different countries, it is called international trade. International trade enables governments to open up new markets for goods and services that would otherwise be unavailable. International trade intensifies competition and thus more competitive pricing, resulting in a lower price for the customer at home. For this reason, an Indian consumer can buy goods manufactured in Japan, the US, and other countries. However, the meaning of trade is different in the case of financial markets. The definition of trading in the financial aspect refers to the buying and selling of financial instruments such as stocks and bonds. The equity market is the most favoured market for individual investors and traders. Stock trading involves investing in equity shares of the companies. The equity shares of Indian companies are listed on the Indian stock exchanges. Trading in India is possible through stock exchanges in India. The National Stock Exchange and the BSE are prominent national stock exchanges. However, it is not possible for stock exchanges to handle thousands of requests to buy and sell shares or other financial instruments. As a result, brokerage houses are established that take care of the trade transactions. Nowadays, investors can trade online through various trade platforms such as Upstox. Stock trading entails frequently buying and selling shares in the secondary market to time the market. It is necessary to know about the primary and secondary markets. In the primary market, the shares of a company are offered to the public for the first time. This is called the Initial Public Offer(IPO), where the transaction takes place between the issuing company and buyers. After that, the share gets listed on the secondary market. Here, buying and selling take place between buyers and sellers. Stock traders aim to benefit from short-term market occurrences by selling stocks at a profit or buying stocks at a low price. Some stock traders are day traders, meaning they purchase and sell many times every day. Others are just regular traders who make a dozen or more deals every month. Stock traders conduct significant studies, frequently dedicating many hours every day to market monitoring. They use technical stock analysis, which involves employing tools to analyse a stock's movements to identify trading opportunities and patterns. Stock trading information, such as analyst reports, stock research, and charting tools, is available through many internet brokers. Trade in stocks can have a decent amount of return on investments and include some risks. The risk of volatility in the market is always associated with the trade in stocks. Fundamental and technical analysis of the company must be done before trading online.
Types of Trade
Traders can apply different types of trade strategies as per their objectives to earn decent returns.
Here is the list of trade strategies: Intraday Trading
In intraday trading, traders buy and sell stocks on the same day and book profits or bear losses due to volatility in the stock market. Volatility refers to an increase or decrease in the prices of the shares of companies listed on stock exchanges. Position trading
In position trading, investors hold shares of the companies more than the intraday period, i.e., for like months. Position trading helps investors understand the movement of prices and industry and determine the perfect time of entry and exit from the market. Swing trading
It helps investors minimise the risk of occurring loss in selling or buying the securities and holding stocks for more than a day. Momentum Trading
Investors usually pursue trading in the stocks moving in one direction in bulk. In such a type of trading, traders move in the direction of the market to get desired profits. If many stocks are moving in an upward trend, they will act according to the market trend only. Short-term trading
Short-term trading allows traders to hold stocks from a day to a few weeks. Traders make a profit by buying stocks at a lower price and selling it at a higher. Long-term trading
Holding financial securities for a longer time, i.e. more than a year, is considered long-term trading. Long-term trading involves a fundamental analysis of the company to estimate future performance and growth of the company simultaneously with the industry. However, it does not matter which type of trading a trader pursues. Trend analysis and technical evaluation of the company and industry are necessary to create wealth through trading in stock markets. How does trade work in India?
Several elements in the stock market play crucial roles in connecting dots from the companies to regulatory bodies to final investors. To trade in the stock market, traders have to go through various formalities and open up a Demat account for the purpose of trading. When trading in the share market, there are the following elements that play a crucial role: Stock Exchange
Stock exchanges are the platforms that help investors conduct trading activities under one umbrella. India's Securities and Exchange Board regulates the activities on this platform. The participants have to register with SEBI and the stock exchange to conduct trades. Companies
At the initial stage, when companies are first time issuing their share, IPOs (initial public offerings) are issued to the public as per the prescribed procedures in the primary market. Investors apply for the IPO of the company for a first time purchase. Further, shares are allotted to the investors depending upon the bidding and number of investors. After issuing IPO, investors can buy and sell shares from each other to book profits. The investors book profits through buying at lower rates and selling at a higher rate in secondary markets. There would be no company involvement in secondary market trading of shares. Stock Brokers
To conduct trade activity in the stock market, a stockbroker comes into the picture. Stockbrokers are the entities that are registered with the stock exchange to trade in shares. Stockbrokers act as an intermediary between the investors and the stock exchange. When a trader attempts to trade in the share of any company, the stockbroker passes on the information to the stock exchange. Multiple parties are involved in making buy and sell or bidding decisions. Order confirmation
Stockbrokers pass on the buy order to stock exchanges in India, where the sale of the same shares can be matched, and the trade activity takes place. Exchange of shares in consideration
When buyer and seller finalise the price, they agree to pay for shares of the company, stock exchange settles the transactions and ensures that there should not be any default in the middle of the transaction. Transfer of ownership
After the settlement of the transaction between buyers and sellers, the respective stock exchange will transfer the ownership of shares of the company. Buyers will receive an SMS on their mobile number, which will confirm the transfer of ownership of the shares. Role of Demat account
Earlier, at the time of non-digital trading, trade in shares took time to conduct the overall activity of the trade in stocks. But in digital trading, all trading activities are done through the investor’s Demat account only. Trading takes place online and is reflected in the Demat account of the account holder. Currently, the settlement takes place within T+2 days. This implies that if you trade today, your shares will appear in your Demat account in two business days.
While starting to trade in stock markets, traders need to open a Demat account with a stockbroker who is authorised by the stock exchange in India. After opening up an account, the most crucial task is to link the bank account with the Demat account. It is to make sure that you can do a money transfer. For trading in shares, trading platforms play a crucial role as the charges that traders have to pay for using such platforms also depend on the stock trading platforms.
Select your stock broker
The very first step of starting to trade in stocks is to select your stock broker through which you can open a Demat account. The trading account or Demat account helps you buy and sell the shares in the stock exchange.
While opening up a Demat account, things that need to be considered are the charges of opening and closing the Demat account.
Stockbrokers also charge annual maintenance charges (AMC), including GST. Some stockbrokers provide a free account opening facility also.
Traders should also check the brokerage fees whenever placing buying and selling orders. Such a fee depends upon the other factors, such as the volume of trading, or stockbrokers may charge a flat fee irrespective of the trading volume. Traders must compare potential stockbrokers and select one of them according to their needs and suitability. Opening a Demat account and trading account To start the trade in stocks, open an account trading and a Demat account online. Traders need to fill up the detail required in an online form provided by the chosen stockbroker. Following are the formalities you need to do for filling up an online form:
- The applicant is required to fill in personal details such as name, email id and mobile number.
- Traders need to provide bank account details in order to link trading and Demat account with bank account numbers.
- Traders have to provide a permanent address.
- Upload the documents for which details have been entered, such as scanned copies of Aadhaar card
- Pay the account charges. Most accounts have different pricing for different requirements.
- For verification purposes, the applicant needs to record a video. The length of the video should be less than one minute. This video needs to be uploaded with the application or website to trade in stocks.
- The trader needs to verify the signature also. For such a purpose, an e-sign will be uploaded to the application. The applicant needs to sign on the paper and take an image of such a sign and upload it.
- The individual can take a look at the details entered before making the final submission. If the account opening is confirmed, the person will get the login credentials through an SMS.
- Traders can change their passwords to whatever they can remember and be safe.
Traders can explore the prices of stocks and trade in stocks according to their analysis. Benefits of trading in the stock market in India The Indian stock market provides several benefits to its investors. Fundamental and technical analyses of companies have enabled investors to make gains in the market. Here are some areas where investing in the Indian stock market can help investors gain expected returns within a specified period of time. Ownership stake in the company As a company matures, minority shareholders (investors) are considered owners of the company. In a small company, the proportion of shares held by investors is usually small; however, as a company grows, the value of shares held by investors increases. Shareholders can have an impact on management and obtain an understanding of what is happening within the organisation and where it is headed. Shareholders can make financial decisions based on available insights into the company and its plans in order to determine whether the company will thrive or fail. Diversification In contrast to the traditional approach of keeping money in saving bank accounts, investing in assets that can foster wealth creation could be a better option. By creating portfolios through investing in company shares, investors can potentially generate maximum returns on their investments. Dividend yield investments Investing in a company's shares can help a trader to receive dividends from the company. If you invest for the long-term, companies may reward you with dividends for trusting in them. These investments can add value to your portfolio. Liquidity Investors may take advantage of trading in stock to realise a sense of liquidity. Liquidity refers to the ability of an asset, such as a stock or bond, to be turned into cash quickly. Trading in stock may provide you with a sense of liquidity. Investors can withdraw their money whenever they require. However, withdrawing money from the market may be profitable if it is done strategically. Our Trading Platform Features Investors can visit our trade platform, i.e., the trade app and trade website. Our trade app and trade website provides a seamless facility for trade in stock markets. We provide investors with the following features: Portfolio tracking Our app provides portfolio updates, which traders can use to track their investments. Based on the market trends on a given day, red or green will appear beside a percentage representing each investment's current value. Trade website Investors do not necessarily need to download the application from a mobile platform, as every aspect of online trading may also be achieved through our website. Create watchlist Investors can research specific companies to determine their potential for investment based on the investors' financial objectives. Investors create watchlists of companies from which they are potentially willing to purchase shares. After a period of time, they can make trades based on their watchlists. Transparent and pocket-friendly Trade Charges It is essential to understand the different costs, including brokerage charges, and how these charges are determined while stock trading. Brokerage costs are the fees that brokerage charges for delivering their services. These fees are not consistent and frequently differ from one broker to the next. It also varies depending on the type of business you perform. Stockbrokers' brokerage slabs are often dynamic, and customers benefit from cheaper trade charges. Upstox has transparent and pocket-friendly trade charges. For equities, the brokerage charge is Rs.20 or 2.5%, whichever is lower. Here are the charges for equity:
|Upstox Charges||Equity Delivery||Equity Intraday||Equity Futures||Equity Options|
|Brokerage||₹20 or 2.5% whichever is lower on Equity Delivery||₹20 per executed order or 0.05% (whichever is lower)||₹20 per executed order or 0.05% (whichever is lower)||Flat ₹20 per executed order.|
|STT/CTT||0.1% on both buy & sell.||0.025% only on sell.||0.01% only on sell.||0.05% only on sell.|
|Transaction Charges||NSE: 0.00345% per trade on buy & sell. BSE: charges vary as per the scrip group||NSE: 0.00345% per trade on buy & sell. BSE: charges vary as per the scrip group||NSE: Exchange turnover charge: 0.0020%||NSE: Exchange turnover charge: 0.053%|
|Demat transaction charges||₹18.5 per scrip per day only on sell.||No charges||No charges||No charges|
|GST||18% (on brokerage + transaction + demat charges)||18% (on brokerage + transaction charges)||18% (on brokerage + transaction charges)||18% (on brokerage + transaction charges)|
|Upstox Charges||Currency Futures||Currency Options|
|Brokerage||₹20 per executed order or 0.05% (whichever is lower).||Flat ₹20 per executed order.|
|STT/CTT||No STT||No STT|
Exchange turnover charge: 0.0009%
Clearing charge: 0.0004% BSE:
Exchange turnover charge: 0.00022%
Exchange turnover charge: 0.04%
Clearing charge: 0.025%
Exchange turnover charge: 0.001%
|GST||18% ( on brokerage+transaction charges)||18% (on brokerage+transaction charges)|
|Upstox Charges||Commodity Futures||Commodity Options|
|Brokerage||₹20 per executed order or 0.05% (whichever is lower).||Flat ₹20 per executed order.|
|STT/CTT||0.01% on sell trade (Non-Agri)||0.05% on sell trade|
Exchange turnover charge: 0.0026%
|Exchange turnover charge: 0|
|GST||18% ( on brokerage+transaction charges)||18% (on brokerage+transaction charges)|
- We don’t charge anything for maintaining the Demat account.
- We apply a flat charging mechanism. Upstox charges Rs 20 flat per trade brokerage irrespective of the segment, including delivery, intraday, and F&O at BSE, NSE, and MCX.
- After Market Order (AMO), Cover Order, and Trailing Stop/Stop Loss (SL) services are available on the mobile app and website. Orders for Good-Till-Triggered (GTT) are accessible in both equity and commodity markets.
- For monitoring the market's ups and downs, Upstox Pro Web Trading Platform is available for analysing indicators of market trends.
- To code and execute the investment strategy, Upstox Bridge for the AmiBroker platform is available for investors.
- Upstox Option Chain Tool assists traders in determining Spot, Futures, and vertical evaluations of rates, as well as obtaining information such as circuit levels, Open High Low Close, and market depth.
- Investors can invest in various mutual funds through the Upstox mutual fund platform.
Experience advanced trading with our Trade Platforms & Tools. Upstox offers seamless, uninterrupted and advanced stock trading. We compare companies, industries and portfolios to help investors make informed investment decisions. We offer affordable charges for our services which include a trading platform for investors to access anytime, anywhere. Trade app access is always available and is accessible on the go. Trade website users are provided with the most recent financial news and information on current market conditions.