Open Anand Rathi Account (Anand Rathi Account Opening Process, Documents and Charges)

Anand Rathi online account opening process is quick, easy, and paperless. You can open a 2-in-1 trading and Demat account in just 15 minutes for free. Anand Rathi Account Opening is available online and offline through the network of branch offices. The company also offers Lifetime free AMC options. The plans are listed below:

Life time AMC FREE Option

1. With credit balance of Rs.3000/- where AMC will be Lifetime Free AMC.

Note: Rs.3000/- is fully refundable if the client holds his account for more than a year.

If a client closes his account within a year Rs.500/- will be debited from the Deposit and the rest will be refunded.

2. With credit balance of Rs.999/- where AMC will be Lifetime Free AMC.

Note: Rs.999/- is non- refundable.

Anand Rathi Account Opening Process

You can open an account with Anand Rathi in many ways. You can choose to open an account online as well as offline

1. Online Account Opening

Instant account opening allows you to open a trading and demat account in just a few minutes. You need to have eKYC and Aadhaar.

Steps of account opening process:

1. Identity Details

• Enter Mobile Number: Online account opening requires your mobile number to be linked with your Aadhaar Number. You will receive an OTP on this mobile number.
• Email Verification: Enter your Email ID or continue with Google.
• PAN Details: Enter your PAN Card details. A PAN Card is mandatory for investing in India.

2. Bank Details

• Link Your Bank Account: Share your primary bank account details. This bank account will be used for all your investments and transactions in the future. Verify the account by debiting Re.1, which will be refunded once the verification is completed.
• Add Bank Details Manually: Upload any one of the required documents for manual verification.

3. Personal Details & Esign

• Submit Personal Details: Provide details such as Father's Name and Marital Status.
• Submit Your Signature: Validate your information with a signature upload.
• Click a Selfie: Take a clear photo of yourself within the provided rectangle box. Ensure the area is well-lit, and remove any spectacles and headgear.

4. Brokerage Plan

• Select the Brokerage Plan: Choose the desired brokerage plan. Select the DP plan and confirm your tax residency status (Indian Citizen, Tax Resident only in India).

5. Sign with OTP Aadhaar

• Enter the Aadhaar number and OTP received on your mobile number to complete the e-sign process.
• Alternatively, you can sign your account opening form and DDPI manually.

2. Offline Account Opening (in Branch Offices)

Anand Rathi has a presence in over 1200 locations across the country. You can visit a branch near to you and complete the account opening process.
Documents needed for account opening

You need to provide the following documents to open a trading and demat account:

1. PAN Card
2. AADHAR Card
3. Proof of Address
4. Latest Bank Statement
5. Cancelled Cheque

The company may ask you to provide additional documents like salary slips and ITR forms in case you would like to trade in derivatives.

Check Account Opening Status

To know the status of your account opening application, you need to get in touch with their customer support team. You can write an email to customersupport@rathi.com or call their toll-free numbers available on the website.

Account Opening PDF Forms

Anand Rathi offers both, online and offline account opening. You can open an account online instantly. The process is fast and paperless. However, if for some reason, you cannot open an account online, then you can download the account opening PDF form available on the website. To download the form, click on the 'Quick Links' on the website's top menu and then click on the 'Downloads' in the drop-down menu.

Anand Rathi Demat Account Opening - Documents Required

Documents required to open a Demat account with Anand Rathi

1. PAN number.
2. Aadhaar Number (Mobile number should be linked with Aadhaar).
3. Verify through UPI Or Canceled Cheque/Bank statement to link your bank account.
4. Digital Signature Or Upload Signature Image.
5. Fetch Bank Statement directly from the Bank Or Upload Manually if opted for the below segments (Futures & Options, Commodities or Currency).

Anand Rathi Account Closure

Steps to Close Anand Rathi Account:

• Clients can submit a closure request online after logging into the Trade Mobi Application.
• Click on the menu on Left hand side >>> Support >>> Update Profile >>> Closure.

Please follow up on your account closure process with the customer support team after a week of applying. You can write an email or call at their toll-free numbers.

Frequently Asked Questions

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Information on this page was last updated on Friday, July 26, 2024