Anand Rathi Account Opening Guide

Anand Rathi Account Opening Guide

Step 1

Click on 'Open An Account' to visit Anand Rathi. The account opening process is easy. Just enter your Aadhaar-linked mobile number and click on 'Continue'.

Step 2

Next, sign in using your email ID. You can use your Gmail or any other email ID. Click on "Continue" to proceed to the next step.

Step 3 

The account opening process is divided into three easy parts. 

1. Identify Details

2. Bank Details 

3. Personal Details and Esign

Please keep your PAN card, Aadhaar card, and primary bank account details ready for a seamless account opening process.

Step 4

Next, enter your PAN Card details and click on "Continue". You will be redirected to Digilocker for verification.

Step 5

Verify your Aadhar through Digilocker (same as you did for your PAN Card)

Step 6

Link and verify your bank details. You can either verify with UPI or add the bank details manually. Click "Continue".

Step 7

Click on the camera button to take a picture of yourself. Make sure that the picture is clear and has a neutral background. 

Step 8

Next, you need to sign. You can draw or upload your signature. This will validate your information. Click on "Save and Continue" to proceed.

Step 9

Fill in the required personal information, such as your father's name, select your marital status and click on "Continue."

Step 10

Select your preferred brokerage plan and DP plan. Next, verify the given terms and conditions.

Step 11

The last step is to e-sign. Click on "Proceed to eSign" under e Sign with KYC Form. Enter your Aadhaar number. Enter the OTP received on your Aadhaar-linked mobile number.

Next, click on "Esign Completed" under e Sign your account opening form. Enter your Aadhaar number. Enter the OTP received on your Aadhaar-linked mobile number.

Repeat the same process to e-sign your DDPI. You will be redirected to NSDL to complete the e-sign process.

After successfully completing the e-sign process, you will get a congratulations pop-up on your screen.

Congratulations (your name). Your application to open a trading account with Anand Rathi is now complete.
Your account will be verified within 48 hours. You will get an email with your login credentials once your account is opened. 

Documents List

- A scanned copy of your PAN card
- A scanned copy of Aadhar Card
- Cancelled Cheque/Bank statement to link your bank account
- A scanned copy of your signatures - Income Proof (Only required if you wish to trade in Futures & Options, Currency or Commodities)

Additional terms and conditions 

- You must have an active mobile number linked with your Aadhaar card. This is to complete the eSign-in/DigiLocker process which requires OTP verification. If your mobile number is not linked with your Aadhar card, then visit the nearest Aadhaar Seva Kendra to get it linked.
- Make sure that the bank statement you are uploading has an Account number, IFSC and MICR code printed on it. If these are not clearly visible, then your application may be rejected.
- The cheque must have your name clearly inscribed on it.
- Signature should be done with a pen on a blank paper and should be clearly visible. Use of pencils, sketch pens or markers will get your application rejected.
- You can submit any of the following documents as an income proof:
Form-16
Latest 6-month Bank statement
Latest salary slip
Networth certificate from a CA
Income Tax Return Acknowledgment