Know the account flow
A bank account handles money, the approved market-access setup places eligible market orders, and a Demat account holds securities electronically. Understand how funds and securities move between them.
Complete KYC and review the documents
Keep your approved identity, address and bank documents ready, and use only the official account-opening journey. Review the tariff sheet, policies, risk disclosures and product permissions before providing consent.
Check every field before the first order
Confirm the security, quantity, order type, price, product selection and estimated charges. Begin only with products you understand, avoid borrowed money and remember that an executed order can result in a loss.