Our Investor app provides a wide range of investment options, including stocks, equity and commodity derivatives, mutual funds, ETFs, smallcases and other products suitable for both beginners and seasoned investors.

Log in to the app and use the Smart Search feature to find your desired stock. Select "Buy" or "Sell," input the quantity and price details, and swipe to confirm your order.

An Equity SIP (Systematic Investment Plan) allows you to invest in stocks at regular intervals. Here's how to set it up: 

1. Go to the Equity SIP section under the Order page. 

2. Click on "Start New SIP." Enter a SIP name, fill in the details, and click "Continue." 

3. Search for stocks, specify the quantity or amount for each, and click "Proceed."  

4. Agree to the Terms & Conditions and click "Continue" to finalize your setup.

Access the app menu by tapping on the icon at the top left (this icon has your initials). Next, select "Price Alerts" , tap on the "Add Scrips" button, search for the stock, choose the alert type and enter your custom price. Then, hit "Set Price Alert" to confirm.

Once logged in, tap the "Research" icon from the menu at the bottom to access expert recommendations and get deeper insights into both short-term and long-term opportunities.

GTD (Good Till Date) Orders allow your order to remain active until a specific date. To use this feature, select the GTD option while placing your order and set the desired validity date.

On the web login screen, choose "Login with QR". Using the app on your registered device, navigate to the menu at the top left which shows your initials. Next, click on the QR icon, and scan the code displayed on the screen to log in securely.

Smart Search simplifies finding stocks. Enter a keyword or part of the name, and the app will provide relevant suggestions instantly. For eg. typing "Maggi" will return "Nestle".

Note: The capabilities of smart search remain a work-in-progress & therefore it is possible that your search may at times not return the desired results.

Access the "Portfolio" section for a summary of your investments listed by asset type (e.g., Stocks, ETFs, Mutual Funds). Get details into your holdings, current portfolio value, gains or losses by instrument and other performance metrics.

When in the dashboard, scroll down to the "Funds Balance" section and click on either the "Equities" or "Commodities" card. On the next page, click on "Withdraw funds". Then, specify the amount you want to withdraw and click on the "Proceed to Withdraw" button at the bottom. Kindly refer to the notes section for transparency on when the funds will be credited to your bank account.

Click on the icon with your initials at the top left. On the next page, click on "Customer Support". From here, you can either choose the chat option or the call-in option to reach our team who will be more than happy to assist you with your queries.

Below is the list of documents you will need to open a digital account :

• Identity Proof - PAN card
• Address proof - Aadhaar card, Passport, Driving License or Voter ID
• Signature on a White Paper
• Nominee's proof of identity
• Cancelled cheque if bank verification fails
• Optionally, income proof if opting for derivatives activation.

All fields and document uploads are arranged within the registration journey.

The entire process for digitally opening your demat account generally takes less than 30 minutes, and transacting will take a minimum of T+2 days, subject to regulatory approvals.
 

When in the dashboard, scroll down to the "Funds Balance" section and click on either the "Equities" or "Commodities" card. On the next page, click on "Add funds", enter the amount & click on the "Proceed" button.

• If you have a linked Axis bank account, the funds will be added instantaneously and the account balance will be updated.
• If you do not have an Axis bank account, you will have to choose between UPI and net banking. Once you have selected the payment option follow the subsequent instructions to complete the process. For successful transactions, the updated balance will reflect instantly.