In today’s technology-driven world, investors are no longer required to visit the stock exchanges to register a trading account on the investment platform. Now, all you need is a strong internet connection and a smartphone to execute trades online.

In order to start online trading, you are supposed to create the Demat account and online trading account. Moreover, the trading account needs to be linked to demat and bank account to process the transactions. Demat, bank, and trading account work in tandem.

The trading account executes all kinds of trades. You cannot purchase and sell securities without a valid and reliable trading account. All you got to do is place an order for the number of stocks you want to purchase and it will be sent to the stock exchange.

As soon as the stock exchange accepts your request, the stocks will be added to your Demat account. The amount will be deducted from the linked bank account automatically. The question is “how to create a trading account online”?

In this post, we will walk you through a few crucial steps for registering an account on the stock trading platform. So, let’s take a look:

Choose a Brokerage Firm

First things first, you can’t manage your investment portfolio and stock transactions single-handedly. You need a licensed broker to complete the transaction on your behalf.

You must hire a reliable broker by conducting proper research. Visit their official website and check their experience in this industry and the clients they have served.

You can set up an account on the trading platform on your own, but you need a professional broker to understand the industry and place an order.

Link Demat and Bank Account to the Trading Account

The bank account is used to purchase securities by making a deposit. You need a bank account to withdraw your earnings from the share market.

Demat account, on the other hand, is used to hold the stock. The different types of securities you purchase from the stock market are stored in the Demat account until you sell them.

The brokerage firm will create both a trading and Demat account for you. However, if you already own a Demat account, you can link it to the trading account.

You are going to need to submit your personal information to complete the verification process.

Submit the Basic Documents for Trading Account

In order to create a trading account, you will be required to submit the personal documents. First of all, you have to submit identity proof. Any ID issued by the government can be used as the identity proof for creating a trading account.

You can use a PAN card, Aadhar card, or a photocopy of your passport to complete the transaction. Additionally, you will need to submit the residence proof. For that, you can submit the utility bill or bank statement. Remember that a PAN card is a must for a trading account.

If you don’t have one, apply for the PAN card online before registering an account on the investment platform.

Document Verification

Once you have submitted the documents, the brokerage company will conduct the verification. They will either pay a visit to your home for verification or verify these documents over the phone.

Either way, it is important to complete the KYC verification to open an account on the trading platform. You could also get your documents verified automatically.

Make sure that it takes 3-4 business days to start your trading account. Once the documents are verified, your account will be opened.

You can search for the companies listed on the stock exchanges and place an order for the shares.

Gill Broking makes your Share Investment & Trading Experience simple with major exchanges like NSE & BSE.

Open Trading Account Now @


Start Trading Now

Share this Post

Get The Latest Updates

Related Posts

The Share Market A Guide to Trading (2)

The Share Market: A Guide to Trading – Gill Broking

It is, therefore, important to learn both the pros and cons of intraday trading to get a better idea of how this market works and how exactly you can grow your money. In this post, we will walk you through a few advantages and disadvantages of intraday trading. So, keep reading to learn more.

• Beware of fixed/guaranteed/regular returns/ capital protection schemes. Brokers or their authorized persons or any of their associates are not authorized to offer fixed/guaranteed/regular returns/ capital protection on your investment or authorized to enter into any loan agreement with you to pay interest on the funds offered by you. Please note that in case of default of a member claim for funds or securities given to the broker under any arrangement/ agreement of indicative return will not be accepted by the relevant Committee of the Exchange as per the approved norms.
• Ensure that pay-out of funds/securities is received in your account within 1 working day from the date of pay-out.
• Be careful while executing the PoA (Power of Attorney) – specify all the rights that the stock broker can exercise and timeframe for which PoA is valid. It may be noted that PoA is not a mandatory requirement as per SEBI / Exchanges.
• Register for online applications viz Speed-e and Easiest provided by Depositories for online delivery of securities as an alternative to PoA.

• Do not keep funds idle with the Stock Broker. Please note that your stock broker has to return the credit balance lying with them, within three working days in case you have not done any transaction within last 30 calendar days. Please note that in case of default of a Member, claim for funds and securities, without any transaction on the exchange will not be accepted by the relevant Committee of the Exchange as per the approved norms.

• Check the frequency of accounts settlement opted for. If you have opted for running account, please ensure that your broker settles your account and, in any case, not later than once in 90 days (or 30 days if you have opted for 30 days settlement). In case of declaration of trading member as defaulter, the claims of clients against such defaulter member would be subject to norms for eligibility of claims for compensation from IPF to the clients of the defaulter member. These norms are available on Exchange website at following link: NSE, MCX

• Brokers are not permitted to accept transfer of securities as margin. Securities offered as margin/ collateral MUST remain in the account of the client and can be pledged to the broker only by way of ‘margin pledge’, created in the Depository system. Clients are not permitted to place any securities with the broker or associate of the broker or authorized person of the broker for any reason. Broker can take securities belonging to clients only for settlement of securities sold by the client.

• Always keep your contact details viz. Mobile number/Email ID updated with the stock broker. Email and mobile number is mandatory and you must provide the same to your broker for updation in Exchange records. You must immediately take up the matter with Stock Broker/Exchange if you are not receiving the messages from Exchange/Depositories regularly.

• Don’t ignore any emails/SMSs received from the Exchange for trades done by you. Verify the same with the Contract notes/Statement of accounts received from your broker and report discrepancy, if any, to your broker in writing immediately and if the Stock Broker does not respond, please take this up with the Exchange/Depositories forthwith.

• Check messages sent by Exchanges on a weekly basis regarding funds and securities balances reported by the trading member, compare it with the weekly statement of account sent by broker and immediately raise a concern to the exchange if you notice a discrepancy.

• Please do not transfer funds, for the purposes of trading to anyone, including an authorized person or an associate of the broker, other than a SEBI registered Stock broker.

• Do not deal with unregistered intermediaries (who are not registered with SEBI/Exchanges).

Names and contact details of all Key Managerial Personnel including Compliance Officer

Sr. No.Name of the IndividualDesignationContact NumbersEmail Id
1 Charanpreet GillCEO/
2 Charanpreet GillWhole Time
3 Charanpreet GillCompliance
4Manpriya GillDesignated
5Kewal GillDesignated

We are here to assist you !
Fill out the form and Start Trading...