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Start Your Financial Journey with Globe Capital

DIY for Opening DEMAT and Trading Account

We are delighted that you have chosen Globe Capital as your partner to embark on your financial journey. Experience the empowerment of taking control of your investments through a do-it-yourself (DIY) approach as you begin the process of opening your DEMAT and trading account. We will provide you with ten simple and easy-to-follow steps to complete the account opening process. 

Let’s get started.
STEP 1

Click on this link – Open an Account

Enter your mobile number and input the OTP received on your mobile.

STEP 2

Fill in your PAN Card details and date of birth to fetch the relevant information linked to your PAN Card.

After completing the previous step, if you haven't created an account on DigiLocker before, you'll need to follow a few simple steps to proceed to Step 3. These steps are as follows:

1 : Tick the box to proceed further.

2 :  Enter your Aadhaar card number along with the captcha.

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You will then be directed to another tab where you'll be prompted to enter the OTP.

2 :  In this step, you will be asked to enter a 6-digit DigiLocker Security PIN.

 

Please choose any 6-digit PIN of your choice. If it shows as incorrect, click on “Forgot Security PIN”. You will be directed to a page where you will be asked to re-enter your Aadhaar card details and then create a new PIN.

The final step involves granting permission to DigiLocker to access and share your documents.

Please click on “Allow”.

 

Your DigiLocker KYC process is now complete.

STEP 3

Provide accurate personal information for the Know Your Customer (KYC) process.

STEP 4

Fill in your Bank A/c details for efficient funds management in your trading and DEMAT account.

STEP 5

This step will help us understand to serve you better. We would like to understand the investment products you intend to utilize.

 

 

We will provide detailed explanations for each option to help you make informed decisions:

  • Investment Options: Please select the investment assets you are interested in for future investments.
  • Nominee: A nominee is an individual who will inherit or assume control of your investments in the event of your passing. This step ensures a smooth transition of your holdings to your chosen person.
  • DDPI Facility: The Demat Debit and Pledge Instruction (DDPI) facility enables investors to pledge or create a lien on their securities held in a Demat account.

    By selecting this option, you can benefit from the following automatically selected options: efficient transfer of shares, convenient pledging/re-pledging of securities, smooth debiting of Mutual Fund units, and seamless tendering or selling of shares in open offers (e.g., buybacks, delisting, acquisitions) through stock exchange platforms.

    These options provide you with various advantages to optimize your investment experience:

  • Efficient transfer of shares from your Demat account to the exchange after selling.
  • Convenient pledging/re-pledging of securities to trading members or clearing members to meet margin requirements.
  • Smooth debiting of Mutual Fund units from your Demat account during their sale.
  • Seamless tendering or selling of your shares in open offers (e.g., buybacks, delisting, acquisitions) through stock exchange platforms.

By making the appropriate selections, you can derive significant benefits from the DDPI facility and enjoy a streamlined investment process.

STEP 6

Another easy task. Provide the nominee details.

STEP 7

Review the pricing plan for the services you will be offered.

STEP 8

In the final step of the account opening process, you need to: –

  1. Sign a blank paper, scan it using a mobile or scanner.
  2. Capture a picture using your web camera (for desktop) or mobile camera (for phone).
  3. Upload a scanned copy of your PAN Card.
STEP 9

Enter your email address and the OTP received on your email address.

STEP 10

In the last step, complete two e-signs using your Aadhaar card number. Please keep your Aadhaar card handy for this step.

 

Congratulations! You have successfully completed the documentation process for opening an account with Globe Capital. The Globe team will now verify the details provided and grant final approval.

 

With Globe Capital as your trusted partner, we wish you a rewarding and profitable journey. Happy investing!

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