Essential Onboarding Checklist
Assemble these vital assets before registering with any broker to ensure a friction-free, instantaneous KYC completion.
Permanent Account Number (PAN Card)
Required by SEBI guidelines for tracking all investments, capital gains, and taxation. Must be matching your legal name exactly.
Aadhaar Card (Linked with Active Mobile)
Used to verify identity online via e-Sign OTP (issued by UIDAI via NSDL/CDSL gateways). Without a linked mobile, paperless onboarding is impossible.
Active Bank Account & Credentials
Requires Bank Account Number, IFSC, and MICR code. Prepare a digital scanned copy of a cancelled cheque, passbook front page, or a bank statement for instant verification.
Digital Scan of Legal Signature
Sign on a clean sheet of plain white paper using blue/black ink, capture a clear photo, crop it, and upload it as a PNG or JPEG file.
Proof of Income (Optional for F&O)
Mandatory only if you wish to trade Futures & Options (Derivatives), Commodities, or Currencies. Ready documents: Latest 6 months bank statement, Salary slip, or ITR acknowledgment.
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Your Onboarding Readiness
Complete the checklist to calculate your preparation readiness score.
Broker Onboarding Journeys
A step-by-step blueprint of the digital account opening process for India's leading discount and retail brokerage platforms.
Mobile Registration
Enter your 10-digit mobile number on Zerodha's signup portal and verify using the 6-digit OTP received.
PAN & DOB Entry
Input your Permanent Account Number (PAN) and Date of Birth. This verifies your record with KRA (KYC Registration Agency) database.
Onboarding Payment
Pay the account opening fee of ₹200 (for Equities & Mutual Funds trading) online using UPI, NetBanking, or card.
DigiLocker Integration
Authenticate with DigiLocker to grant Zerodha access to pull your verified Aadhaar details directly from the government archive.
Profile & Bank Linking
Fill in background credentials (occupation, family details). Link your bank account by entering the account number and IFSC code.
Digital IPV (In-Person Verification)
A 4-digit code will appear on your device. Write it on a piece of paper, hold it up, and capture a 10-second video or picture using your webcam/camera.
Upload Scan Files
Upload your signature image, bank verification document (cheque/statement), and income proof (if F&O is selected).
Aadhaar e-Sign Verification
Click e-Sign, redirect to the NSDL website, enter your Aadhaar number, and input the OTP sent to your Aadhaar-registered mobile number to finalize submission.
Account Creation
Log in using your primary Google account (Gmail) and verify your mobile number with a one-time password (OTP).
PAN Card Submission
Provide your PAN card number. Groww will automatically retrieve your legal name and display it for validation.
Personal Declarations
Input your marital status, occupation details, mother's/father's names, and trading experience levels.
Bank Verification
Search for your bank, input credentials (IFSC + Acc No). Groww will deposit ₹1 into your account (penny drop) to verify active status.
Selfie IPV Verification
Take a real-time photo of your face using your phone or web camera to authenticate biometric presence.
Digital Signature Upload
Sign using your finger directly on the touch screen interface or upload a photo of your signature on white paper.
Aadhaar e-Sign
e-Sign your digital account form by providing your Aadhaar number and entering the OTP sent to your Aadhaar-registered mobile.
Contact Registration
Sign up with your mobile number and set a secure 6-digit PIN. Confirm with the OTP verification code.
PAN Card Details
Enter your PAN number and Date of Birth to auto-fetch legal details and check KYC compliance status.
Verify Email ID
Enter your email and retrieve a 6-digit OTP code to verify and bind your communication details.
Link Bank Account
Enter your bank credentials. Upstox verifies bank details via penny-drop validation instantly.
Live Face Verification
Grant camera access to capture a clear live photo. Ensure the room has proper lighting and no accessories (caps, glasses) are worn.
Signature & Documents Upload
Sign digitally on-screen or upload an image. If activation of Futures & Options is requested, submit an income proof file.
DigiLocker KYC & e-Sign
Pull your verified government records using DigiLocker. Review the pre-populated PDF contract, click e-Sign, and verify with the NSDL Aadhaar OTP code.
Paytm Log in / Setup
Login with your existing Paytm credentials or create a separate account using phone/email OTP verification.
Initiate Digital KYC
Enter your PAN and Aadhaar numbers, then connect to DigiLocker to download and share certified address proofs instantly.
Verify Bank Details
State your bank account number and IFSC information. Confirm via ₹1 transfer verification.
Selfie Verification (Digital IPV)
Take a live selfie. The system compares your photo with official records.
Signature Capture
Sign on your mobile screen or upload a photo of your handwritten signature.
Aadhaar e-Sign
Complete the application contract signing via NSDL site using your Aadhaar card number and Aadhaar OTP verification code.
Investment Risk Profiler
Uncover your investment profile to customize your asset allocation correctly.
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The Balance Builder
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