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Upstox

Discount Broker

Upstox Demat Account Details

Upstox Demat account review. Upstox open Demat account or closure. Find account opening charges, closing forms, customer care and brokerage charges.

Upstox, an online stock trading and investment brand of RKSV Securities. RKSV Securities was incorporated in 2009 and is headquartered in Mumbai. The company is an online stock broker. It offers trading services in Equities, Derivatives , Commodities , and Currency at NSE, BSE, and MCX .

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Company Information

Key Highlights

  • CDLS - SEBI Registration Number: IN-DP-118-2015
  • CDSL - RKSV Sec CDSL DP ID: 12081800
  • Over 1 lakh customer. 15k+ Cr daily turnover.
  • Online paperless instant account opening.
  • Offering brokerage services for 10+ years. Very few complaints from customers.
  • Flat Rs 20 per execute order or 0.05% whichever is less brokerage.
  • Manage your demat account online.
  • Both CDSL and NCDL demat accounts are available.

Compliance & Foundation

SEBI Registration Number

N/A

Exchange Member Code

12081800

Founded

2009

Head Office

N/A

Charges & Brokerage Plans

Charge TypeAmount / Details
Demat Account Opening FeeRs 0 (Free)
Demat Account Annual Charges (AMC)Rs 150
Demat Account Opening ChargesRs 0 (Free)
Transaction Charges (Buy)Rs 13 + Rs 5.50 (CDSL charges) per scrip.
Annual Maintenance Charges (AMC)Rs 150
Demat + Courier chargesRs 2.00 per certificate plus courier charges of Rs 35 per demat request
RematRs 25 per certificate or 0.05% of the value whichever is higher.
Pledge Creation0.02% of the transaction charges subject to a minimum of Rs 50 plus NSDL / CDSL charges at actual.
Pledge Creation Confirmation0.02% of the transaction charges subject to a minimum of Rs 50 plus NSDL / CDSL charges at actual.
Pledge Invocation0.05% of the transaction charges subject to a minimum of Rs 50
Failed TransactionsRs 50 per transaction
Other ChargesDemat Rejection Charges: Rs 35 per rejection for every 500 gms. Adhoc / Non periodic statement requests: Rs 25 (Rs 500 for foreign address) per request upto 10 pages. Every additional 5 pages or a portion thereof will be charged at Rs 10 plus courier / postage charges. Cheque Bounce charges: Charges will be applied based on charges as determined by our bankers.

Online Account Opening

Step-by-Step Process

1

Online paperless instant account opening.

2

Manage your demat account online.

3

Fast online customer support

4

Invest online in Equity, MFs, Corporate FDs, and Insurance etc. under the same demat account.

5

Rs 0 Account Opening charges

6

Request a callback from Upstox sales team for the account opening.

7

To open the account online instantly, visit the Upstox.com .

8

Go to the Online IPO Application page.

Required Documents

  • PAN Card
  • Aadhaar Card
  • Cancelled Cheque or Bank Statement
  • Signature and Photograph

Growth vs Risk Summary

Top Advantages

  • CDLS - SEBI Registration Number: IN-DP-118-2015
  • CDSL - RKSV Sec CDSL DP ID: 12081800
  • Over 1 lakh customer. 15k+ Cr daily turnover.
  • Online paperless instant account opening.
  • Offering brokerage services for 10+ years. Very few complaints from customers.
  • Flat Rs 20 per execute order or 0.05% whichever is less brokerage.

Key Limitations

  • Cons are not explicitly listed on the source page.

Margin Exposure

SegmentMargin Limit (Up to)
Margin / LeverageNot specified on source page

Customer Complaints (Year-wise)

Financial YearTotal ComplaintsResolvedResolution Rate
2026N/AN/A
0%
Source: Chittorgarh

Upstox Demat Offer

Upstox Demat Charges Snapshot

  • Demat Account Opening Fee: Rs 0 (Free)
  • Demat Account Annual Charges (AMC): Rs 150
  • Check latest terms on broker website before applying.
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