• Online Trading

    • NSE (Cash Segment)

    • NSE (F&O Segment)

    • Demat Account CDSL

    • New Issue Applications

    • Investment in Mutual Funds

    • Guide to Trading Account Opening

  • More About Depositories Services

Depository services offered by Shubham provide safe & convenient way to hold securities in electronic form with Central Depository Services Limited (CDSL). We facilitate Opening of account on the same day.

  • Easiest: Easiest is secured internet based facility provided to our clients through CDSL. Using this facility account holders can submit delivery instructions electronically thereby eliminating the hassle of preparing and submitting physical instruction in paper form. They can also view transactions and holdings of their Demat account on the internet on a real time basis.
  • SMS Alert: We provide SMS Alert facility through CDSL for demat account holders whereby a client can receive alerts on his mobile for all debits (transfers), IPO credits, failed and overdue instructions, credit/debit of Mutual Funds units. Any change in the client master details are also intimated over SMS.

 

     A step-by-step guide to account opening offline

 

Opening a trading/demat account offline is a simple process that requires certain eligibility documents. Similar to opening a bank account, the documents required for a trading account include proof of identity, address, income, bank account, PAN card, and photographs.  Additionally, if you want to enter into certain specific segments, like futures, options, and derivatives, you may be asked to submit proof of recent income tax returns, salary, bank account statements, etc. We don’t open online trading/demat account.

Here is a step-by-step guide to opening a Trading account offline:

 

  • Gather Required Documents: Ensure you have the necessary documents for opening a Trading/DP account, including proof of identity (such as PAN card), proof of address (recent utility bills), proof of income (if applicable), proof of bank account, PAN card, and photographs.
  • Account Opening Form: Obtain the account opening form from us by physically visiting the corporate office or downloading from their website.
  • The exact set of documents which are acceptable as proof of identity and proof of address are given in the account opening form.
  • Filling the Form: Carefully filling the account opening form with accurate information. Double-check all the details before submitting the form. In case of any assistance our staff will help to clarify about how to fill any particular column.
  • Attach Required Documents: Attach all the necessary documents as mentioned in the form, including proof of identity, address, income, bank account details, PAN card, and photographs. Make sure to provide photocopies as per the broker’s requirements.
  • Visit the DP/Broker’s Office: Visit the DP/Broker’s office in person and submit the filled-out form along with the required documents. Hand over the photocopies for verification and keep the original documents with you for verification purposes.
  • Personal Verification: The DP/Broker will conduct a personal verification process to confirm your identity and other details. This may involve a face-to-face meeting or video verification.
  • Application Processing: Once the personal verification is completed, the DP/broker will process your application for opening a Demat/Trading account.
  • Trading Account Number/Beneficiary ID: After the application is processed successfully, you will receive a unique Beneficiary ID/Trading account number from the BROKER/DP. This will serve as your identification for future transactions.
  • Start Trading: With your Trading account successfully opened, you can start trading either through placement of orders on phone or if you have opted for internet trading the link for the same will be sent to your email id. Don’t forget to include funds in your trading account before trading/ investing.

 

In conclusion, a demat/trading account not only facilitates investing and trading, but also serves as a secure and convenient way to hold and manage various financial securities in electronic form. While the focus has now shifted towards online trading account opening, the offline process provides much-needed accessibility for those who prefer traditional methods or face connectivity challenges.

 

  • Documents required for opening of Trading and Demat Account

  • PAN CARD                                                                          2 Copies
  • ADDHAR CARD                                                              2 Copies
  • PASSPORT SIZE PHOTO                                            4 Copies
  • Cancelled Cheaque                                                        2 Copies
  • Bank Statement not older than                               3 Months 1 Copy
  • All Documents should be self attested.
  • For details, please Refer to account opening forms in Download section.
  • For Assitance Please call at no. 0183-2566861.