Navigate to the official website: www.aumsecurities.in.
Open Account
“Empower your investment journey with a Demat account online from AUM Securities – your financial growth is just a tap away.”
How to Open a Demat Account?
Step-by-Step Procedure to Open a Trading/Demat Account with AUM Securities
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01
Visit the Website
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02
Initiate Account Opening
Click on the "Open a Trading and Demat Account" option.
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03
Enter Personal Details
Provide the following information:
- Mobile Number
- Email ID
- Full Name
- Date of Birth
- PAN Number
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04
Submit Bank Details
Enter your bank account details, including the IFSC code.
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05
Authenticate with Aadhar
Enter your Aadhar number and authenticate through DIGI locker.
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06
Update Profile Information
Fill in your profile details:
- Marital Status
- Occupation
- Annual Income
- Educational Qualification
- Father's Name
- Mother's Name
- Nominee Information
- Upload a copy of your PAN card and signature
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07
Select Trading Segments
Choose the segments you wish to trade in.
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08
Upload a Selfie
Take and upload a clear selfie to complete the In-Person Verification (IPV).
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09
Generate PDF
Generate the PDF file of your application.
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10
Upload Signature
Upload your signature for verification.
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11
E-Sign the Application
Complete the e-signature process to finalise your application.
Why Choose AUM Securities?
Each one of us wishes to reap maximum benefits from the investments we make. But taking the right investment decision is what matters the most. At AUM Securities, our experience and expertise over the years can help you gain with investment you make. We believe in creating valuable relationships and providing unparalleled financial services.
The AUM Securities Group is recognized as a renowned retail broking house in India, providing an array of financial products and services. Our retail and institutional clients have access to products such as equities, derivatives, commodities, IPOs, insurance, depository services, currency derivatives.
If you're a beginner or a seasoned trader, our smooth and hassle-free digital process helps you open a trading account and Demat account in just a few steps at your fingertips. With AUM Securities, enjoy a secure platform, expert support, and a range of investment options designed to suit every investor.
We aim to work together with integrity and make our customers feel valued
Single Screen With Multi-Segment Trading Platform
4,000+ Companies Financial Data
Easy Access of Investments Tracker
Daily Reports On Equities
What is a Demat Account?
A Demat account, short for dematerialised account, is an electronic account that allows investors to hold and manage shares and other securities in digital form. It eliminates the need for physical share certificates, making investing and online trading safer, faster, and more convenient.
With a Demat account online, buying, selling, and transferring securities becomes seamless. It is an essential requirement for anyone looking to participate in stock market trading or long-term investing.
To begin your journey, you can easily open a Demat account online with a registered stockbroker like AUM Securities and link it with a trading account for complete access to the market.
Advantages of a Demat Account
A Demat account, offers numerous advantages that simplify investing and trading in the stock market:
Securely store your investments in electronic format, reducing the risk of loss or theft.
Convenient and real-time Demat account balance checks through web or mobile platforms.
Quick settlements of trades and access to corporate actions like dividends or bonus shares.
Allows easy linking with a stock brokerage account or online trading account for faster transactions.
Facilitates smooth and paperless trading account opening and maintenance.
Makes portfolio tracking, analysis, and diversification easier for both experienced traders and beginners.
These Demat account benefits, apply whether you're trading actively or holding long-term investments.
Terms of a Demat Account
Before opening a Demat account online, it's important to understand the basic terms and conditions:
Account Maintenance Charges (AMC): Periodic charges for maintaining the Demat account.
Demat Account Login Credentials: Secure login details are provided to access your holdings online.
Trading Account Linking:A Demat account must be linked to a trading account to buy or sell securities.
Power of Attorney (PoA): In some cases, PoA is required for brokers to debit securities on your behalf.
KYC Compliance: PAN, Aadhaar, and bank account details are mandatory for identity verification.
AUM Securities ensures these terms are clearly explained during the trading account opening process to make it easy for investors.
Who Can Open a Demat Account?
Anyone interested in investing in the Indian stock market can open a Demat account, including:
Resident Individuals
Indian citizens above the age of 18 with valid KYC documents.
Minors
A Demat account can be opened in a minor’s name under the guardianship of a parent or guardian.
NRIs (Non-Resident Indians)
NRIs can open a Demat account for NRIs with specific regulations, usually via NRE or NRO accounts under the Portfolio Investment Scheme (PIS).
Corporate Entities
Companies can also hold securities in a Demat account registered under their business name.
To get started, users can open trading account online and complete the steps to open a Demat account with proper documentation.
Demat Account Portability
Want to switch brokers without selling your holdings? Demat account portability allows you to transfer your existing holdings to a new Demat account with another provider.
How to Transfer a Demat Account:
Initiate a transfer request through your current Depository Participant (DP).
Submit a Client Master Report (CMR) of the new broker.
Verify and approve the transfer digitally or through Delivery Instruction Slip (DIS).
AUM Securities ensures these terms are clearly explained during the trading account opening process to make it easy for investors.
Demat Account for Beginners
For new investors, opening a brokerage account for beginners might feel overwhelming — but it doesn't have to be.
AUM Securities makes it easy for beginners to open a Demat account online with guided steps, minimal paperwork, and beginner-friendly tools. As part of the best trading account in India, beginners get access to learning resources, portfolio tips, and reliable customer support.
With features like a simple interface, Demat account balance check, and mobile access, even first-time users can navigate the market confidently.
Investment options Available
We offer a broad spectrum of investment avenues for your financial growth:
Stocks
Invest in shares of top companies.
Mutual Funds
Diversify your portfolio easily.
ETFs
Trade index funds like stocks.
IPOs
Apply for upcoming IPOs quickly.
Bonds & Debentures
Fixed-income investment options.
Currency & Commodity
Explore additional trading segments.
Derivatives
Trade in futures and options.
How to open a Demat account online
Step 1
Visit Our Website – Click on the “Open Demat Account” button.
Step 2
Fill in Basic Details – Provide your name, mobile number, email, and PAN.
Step 3
Upload Documents – Submit your KYC documents digitally.
Step 4
E-Sign & Verification – Complete verification via Aadhaar e-sign.
Once verified, you’ll receive your Demat account login credentials to start investing instantly.
Benefits of Opening a Demat account with AUM securities
Quick and Hassle-Free Online Process
With AUM Securities, you can open a Demat account online in just a few steps. The entire trading account opening process is digital, making it fast, paperless, and convenient for both beginners and experienced investors.
All-in-One Investment Access
From equity and mutual funds to IPOs, bonds, and derivatives, your Demat and trading account gives you access to a wide range of investment options on a single platform
Easy Demat Account Balance Check
Stay updated on your portfolio performance with real-time access. The platform allows you to securely log in to your Demat account and check your holdings, transactions, and balances anytime.
User-Friendly for Beginners
AUM Securities is ideal for those new to the stock market. It offers a simple interface, guidance, and reliable tools, making it one of the best choices for a brokerage account for beginners.
Trusted and SEBI-Registered Broker
AUM Securities provides a secure, regulated environment for trading. It offers one of the best trading accounts in India, backed by compliance, transparency, and dedicated customer support.
FAQs
Opening a demat or a trading account with AUM Securities is completely digital and hassle-free.
Visit the AUM Securities website and click on Open Demat Account.
Fill in your basic details like PAN, Aadhaar, email, and mobile number.
Upload KYC documents, complete in-person verification (IPV), and e-sign digitally.
Once verified, you'll receive your demat account login credentials to start trading.
With AUM Securities, your open demat account online and open trading account online processes are streamlined and beginner friendly.
Yes, checking your demat account balance online is easy and it can be done any time through AUM Securities.
Log in to your demat account login on AUM’s web or mobile platform.
View your current holdings under the ‘Portfolio’ or ‘Holdings’ tab.
You can also track your securities via CDSL or NSDL's online portals using your BO ID.
Periodic statements are sent to your registered email for easy tracking.
AUM Securities ensures that your demat account balance check is secure, transparent, and always accessible.
NRIs can open a trading account in India through AUM Securities by following specific regulatory steps.
You’ll need an NRE/NRO bank account and permission under the RBI’s Portfolio Investment Scheme (PIS).
Submit documents like your passport, visa, overseas address proof, and PAN.
AUM Securities assists in linking your NRI bank account with your stock brokerage account.
AUM Securities makes demat account for NRIs and trading account openings simple, compliant, and fully supported.
No, a PAN card is mandatory to open a demat account in India as per SEBI regulations.
PAN helps verify your identity and financial transactions for tax compliance.
Without a valid PAN, your application will be rejected by any broker or depository.
If your PAN is under processing, you must wait until it's issued before applying.
AUM Securities cannot proceed with demat account online opening without your PAN.
To proceed with your open demat account online, ensure your PAN is ready and linked to your Aadhaar.
The key difference lies in how you execute both:
An online trading account allows you to buy/sell stocks digitally using apps or websites.
A traditional stock brokerage account may require phone calls, manual slips, or physical presence.
Online accounts are faster, paperless, and ideal for real-time trading and investing.
Traditional setups may involve higher charges and slower execution speeds.
With AUM Securities, your online trading account provides ease, control and speed while staying safe and affordable.
Yes, you can hold multiple demat accounts in your name, even with the same PAN card.
You can open accounts with different brokers like AUM Securities for varied investment strategies.
Each account must be opened separately and will have a unique Client ID.
PAN remains the primary identifier across all accounts.
However, managing multiple brokerage account for beginners might require some care.
AUM Securities helps you manage your demat account online efficiently — whether it's your first or one of many.
Your data privacy and account security are top priorities when you open a demat account with AUM Securities.
All information is encrypted and securely transmitted through verified platforms.
KYC documents and signatures are protected using secure cloud infrastructure.
AUM follows SEBI guidelines and uses multi-level authentication for logins.
Personal data is never shared or used without your consent.
When you choose AUM Securities for your demat account online, you choose a platform that puts security first.
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ATTENTION INVESTORS!
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Beware of guaranteed returns:
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. -
Do not keep funds idle:
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 account settlements:
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: https://www.nseindia.com/invest/about-defaulter-section. -
No direct security transfers:
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. -
Keep contact details updated:
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. -
Verify trades 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. -
Review weekly statements:
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. -
Avoid unauthorized transfers:
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.”
Members are advised to take note of the above and comply.