Upstox App is a leading demat and trading account provider in India, providing a platform for users to invest and trade in the stock market. It focuses on making it easy and accessible, especially for new investors and traders.
Things to keep in mind
- Before making any investment, you should understand the risks of the market and invest according to your financial goals.
- The features and rules of the Upstox app may change from time to time, so it is necessary to check their official website or app for the latest information.
Upstox: Demat, Stock, Mutul Fund IPO, Overview
Upstox app is a stock market trading and investment app that allows you to invest and trade in the stock market directly from your mobile. Upstox is one of the well-known Discount Broker companies in India.
Here you will get complete information about Upstox App:
Key features of the Upstox app
- A platform for investing and trading: Through this app, you can make various types of investments, including stocks, mutual funds, IPOs, futures and options (F&O), currencies, and commodities.
- User-friendly interface: The interface of the Upstox app is simple and easy to use, which is very convenient for new investors. You can easily search for stocks, create watchlists, and place orders.
- Advanced charting tools: The Upstox app has advanced charting tools like TradingView, which help traders analyze the market.
- Educational resources: Upstox offers features like “UpLearn” to educate its users, which includes easy-to-understand educational content about investing and the stock market.
- Complete Stock Analysis Page: This app provides all the necessary information for stock analysis in one place, such as analyst ratings, checklists and condensed information, which helps in making investment decisions.
- Stock SIP and Wealth Tracker: This app also offers features like Stock SIP (Systematic Investment Plan) and Wealth Tracker, which are useful for disciplined investing.
- Digital Account Opening Process: You can easily open a demat and trading account online on Upstox. For this, you will need documents like Aadhaar card, PAN card, bank passbook and signature.
- WhatsApp Support: Upstox also provides support for demat account opening and IPO applications through WhatsApp.
Upstox Benefits
- Easy and fast account opening process.
- Multiple investment options on a single platform.
- Direct Mutual Funds Investment
- Easy-to-use Mobile App
- IPO Application via UPI
Upstox Disadvantages
- Account Maintenance Charges (AMC) ~ ₹150-300 per year
- Extra Charges for Call & Trade Service
- App can be slow sometimes during Peak Hours
Upstox Account Opening Process (Step-by-Step)
Now you only need PAN Card, Aadhaar Card, Bank Details and Signature, then you can open an account sitting at home. Here is step by step process for Upstox Account Opening.
- Download Upstox App
- Install Upstox App from Play Store (Android) or App Store (iOS).
- Enter Mobile Number and Sign Up.
- Mobile & Email Verification
- Enter your Mobile Number → Verify OTP.
- Enter Email ID → Verify OTP.
- PAN Card & DOB
- Enter PAN Card Number.
- Enter Date of Birth (as per PAN).
- PAN will be validated.
- Personal Details
- Enter your Full Name, Gender, Marital Status.
- Enter Education & Occupation Details.
- Bank Account Details
- Enter Bank Account Number & IFSC Code.
- Account will be verified (Required for Dividend / Withdrawal).
- KYC Documents Upload
- Aadhaar Card (Address Proof)
- Selfie Photo (Must be taken with Live Camera)
- Signature Photo (Sign on Paper and upload)
- Aadhaar e-Sign
- Aadhaar OTP Verification will be done.
- With e-Signing, Account Opening Request will be submitted.
- Account Approval
- Account is usually approved within 24 hours.
- After approval, you will receive Client ID & Password via SMS/Email.
- Login & Start Trading
- Login to Upstox App with the Client ID & Password received.
- Add Funds.
- Start Trading/Investment in Shares, IPO, Mutual Funds.