How to Open an Account with Navia?

Resident individuals can open account online using our EKYC module.  As per SEBI's Regulation, to open a Trading and Demat account, PAN and Aadhaar needs to be linked. Hence, ensure that your PAN is seeded with Aadhaar before you start the account opening process.

Keep the following ready for a seamless account opening

  1. PAN. Ensure that your PAN is linked with Aadhaar. Else the account cannot be opened
  2. Signature done in pen in plain white paper
  3. Aadhaar number. This is required to be filled in the process of opening account to fetch details from Digi Locker
  4. A mobile number linked to the Aadhaar.
  5. If you wish to activate Equity cash segment with nomination, keep the details of nominee details such as Date of Birth and any identification proof ready 
  6. Bank proof in the client's name. It can be a) Cancelled cheque leaf with name printed on it / 1 months bank statement or bank passbook copy with the bank account number, name of the client, bank logo, seal, MICR, and IFSC code clearly visible.
  7. An income proof, if a client wants to trade in F&O. The income proof can be one of the following:

a)    Latest ITR

b)    Last 6 months bank statement

c)    Last 3 months salary slip

d)    Demat Holdings with Value printed on it

Watch Video to know more

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