Features and Benefits

Benefits of 3-in-1 Account

Trust, Integrity & Safety

Being one of India’s leading private sector bank, you can trust Axis with the funds as well as stocks in your account

Integrated Accounts

No need to transfer funds manually to trading account until required; letting you enjoy interest on idle funds in your savings account (Unlike standalone Demat& trading Account)

Always around you

With our branches spread across India, we are always around you to help you with any query, offering or service

Value Add Services

Build your investments with our in-house research ideas at no extra charges or avail host of services comprising of margin trading, insurance & more...

Build an eternal legacy

Our financial solutions will help you meet short &long-term goals, from building your investments to growing your wealth.

Personalization in-line with your financial vision

A range of customisable wealth management, business and margin trading, solutions for you

  • Invest Across Asset Classes Stocks
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How to open a Demat & Trading Account?

  • Step 1

    Click here to start your online demat account opening journey or Visit simplehai.axisdirect.in

  • Step 2

    Provide your phone number and a verified email address.

  • Step 3

    An OTP will be sent to your mobile number to verify and continue the process.

  • Step 4

    Enter the PAN card number and date of birth to complete the next step.

  • Step 5

    Fill up the personal details asked

  • Step 6

    Fill up bank details (bank name, account number, IFSC code)

  • Step 7

    Make payment (many payment modes are available)

  • Step 8

    Upload your documents (cancelled cheque, passport size photo, address proof – Aadhar card/driving licence/voter ID/passport)

  • Step 9

    E-sign the form (digitally signing the documents) by submitting the OTP received on the mobile number linked with your Aadhaar.

  • Step 10

    You’re done - Start trading or investing in assets like Mutual Funds, Bonds, IPO, F&O, Commodities, Currencies, US Stocks and more.

Important: Always remember to add a nominee while applying for your demat account.

Simplifying Stock Investing

With our Cash product and research calls, you can buy quality shares and get them in your Demat Account.

With our Equity SIP product, you can create wealth over time without having to time the market.

With our E-Margin (Margin Trading) product, pay as low as 25% of the total buy value and carry your open positions up to 365 days.

RING Mobile app & RING PC - an investing and trading platform solution; provides the power and reliability you need to feel more confident in your investment and trading journey. If you are a beginner or a professional investor, RING uses technology to help you to manage and grow effortlessly.

Make sound decisions related to your investments, with investment reports & research backed trading ideas generated by our expert research team.

Innovation For You

SmartEdge plus is a research backed investment facility designed for investors and traders who are looking for24*7 monitored investment solutions that can take out the stress for investing by helping them with stock suggesting, rebalancing and diversifying their investments .

Smallcase are baskets of stocks which reflects trending market ideas or themes, making it simple for you to start making your investments

Get to know suitable mutual fund schemes for you from over 100 shortlisted schemes by our research team across 15 different dimensions.

Fees and Charges

SCHEDULE OF DEMAT CHARGES FOR RETAIL CUSTOMERS

DESCRIPTION OF CHARGES REGULAR DEMAT ACCOUNTBASIC SERVICES DEMAT ACCOUNT(BSDA)BASIS OF RECOVERY
Account Opening Charge Nil Nil NA
Account Closing ChargeNil Nil NA
Annual Maintenance Charge**Axis Bank Customer
First Year: NIL
Second Year Onwards: Rs. 750/-
Non-Axis Bank Customer
First Year: Rs. 350/-
Second Year Onwards: Rs. 750/-
For Debt Securities
Holding Value:
  • Upto Rs. 1,00,000 : NIL
  • Rs. 1,00,001 to Rs. 200,000 : Rs. 100/-
  • Above Rs. 200,000 : Tariff for regular accounts will be applicable

For other than Debt Securities
Holding Value:
  • Upto Rs. 50,000 : NIL
  • Rs. 50,001 to Rs. 200,000 : Rs. 100/-
  • Above Rs. 200,000 : Tariff for regular accounts will be applicable
AMC for existing Demat Accounts to be recovered up-front every year. New Accounts would be charged on pro-rata basis from the Next Day of Account Opening.
Demat Charges Rs. 5/- per certificate or Rs.50/- per request, whichever is higherSame as per regular accountTo be recovered through monthly bill
Remat ChargesRs.20/- for every 100 securities or part thereof or Rs.50/- per request, whichever is higher.Same as per regular accountTo be recovered through monthly bill
Courier Charges perDemat / Remat/ Demat Rejection Rs.100/- Rs.100/- To be recovered through monthly bill
Ad-hoc StatementRs.100/- per StatementSame as per regular accountTo be recovered upfront.
DIS Booklet Charge First DIS Book (10 Leaves): NIL Additional Booklet(10 Leaves):Rs.100/-Rs. 200/- per Booklet from DIS reissuanceTo be recovered through monthly bill
Account Modification ChargesModification in CML:Rs.25/-per request KRA Upload/ Download: Rs. 50/- Rs. 100/- To be recovered through monthly bill
Credit TransactionsNilNilNA
Debit Transactions (Other than Debt Securities)0.04% of the value of the transaction or Rs.25/- (per Instruction) whichever is higher.0.06% of the value of the transaction or Rs.50/- (per Instruction) whichever is higher.To be recovered through monthly bill
Debit Transactions (Debt Securities) 0.01% of the value of the transaction subject to minimum of Rs.50/- & maximum of Rs.500/- per transaction Same as per regular accountTo be recovered through monthly bill
Failed / Rejected InstructionRs.10/- per Instruction Same as per regular accountTo be recovered through monthly bill
Creation

Normal :
0.04% of the value of the transaction or Rs. 50/- (per instruction) whichever is higher

Margin Pledge :
0.03% of the value of the transaction or Rs. 25/- (per instruction) whichever is higher

Margin Trading Funding : Rs. 25/- per instruction

Normal :
0.06% of the value of the transaction or Rs. 50/- (per instruction) whichever is higher

Margin Pledge :
0.03% of the value of the transaction or Rs. 25/- (per instruction) whichever is higher

Margin Trading Funding : Rs. 25/- per instruction

To be recovered through monthly bill
Closure / Invocation

Normal :
0.04% of the value of the transaction or Rs. 50/- (per instruction) whichever is higher

Margin Pledge :NIL

Margin Trading Funding :NIL

Normal :
0.06% of the value of the transaction or Rs. 50/- (per instruction) whichever is higher

Margin Pledge :NIL

Margin Trading Funding :NIL

To be recovered through monthly bill
NDU (Non-Disposal Undertaking) SERVICES
Creation/ Closure / Invocation0.02% of the value of the transaction or Rs. 50/- (per instruction) whichever is higherSame as per regular account To be recovered through monthly bill
SPEED-e (Applicable for NSDL)
SPEED-e Annual Maintenance chargesNSDL Charges (at actual)NSDL Charges (at actual) To be recovered through monthly bill
SPEED-e Debit TransactionsRs.25/- per Instruction0.06% of the value of the transaction or Rs.50/- (per Instruction) whichever is higher.To be recovered through monthly bill
Freezing Instruction on SPEED-eRs. 125/- per InstructionSame as per regular accountTo be recovered through monthly bill
Quarterly(Physical) Statement Rs. 50/-Rs.25/- per statement (applicable from issuance of 3rd quarterly statement in a year) To be recovered through monthly bill
MUTUAL FUND
Debit Transactions Rs.25/- per Instruction Rs.50/- per InstructionTo be recovered through monthly bill
Conversion of MF units represented by SOA into dematerialized form NILNIL To be recovered through monthly bill
Conversion of MF units represented by SOA into dematerialized form Rs.50/- per request as courier charges for mutual fund unitsSame as per regular accountTo be recovered through monthly bill
Reconversion of MF units into SOARs.50/- per InstructionSame as per regular accountTo be recovered through monthly bill
Redemption of MF units through Participants Rs.25/- per InstructionSame as per regular accountTo be recovered through monthly bill
Pledge Creation / Closure / InvocationRs.25/- per InstructionSame as per regular accountTo be recovered through monthly bill

BROKERAGE PLAN

SR. NO.PLANPLAN CHARGESDELIVERYINTRADAY & FUTURESOPTIONSNOTES
1.StandardRs. 4990.50%0.05%

Rs. 10 per order through online platforms and Rs 10 per Lot for assisted trades

1. Applicable for RI customers only
2. Min brokerage of Rs. 25/- per executed order or 2.5% whichever is less
2.Now or NeverRs. 55550.25% (post CDT)0.03% 1. Applicable for RI customers only
2. Min brokerage of Rs. 25/- per executed order or 2.5% whichever is less
3. Plan Validity : 10 Years Plan Code :NN5555
4. One time Account setup charge of Rs. 5555#
5. Complimentary Delivery Turnover of Rs. 12 lakhs (valid for 12 months)
6. Delivery Brokerage worth Rs. 6000/-
3.Investment PlusRs. 15000.5%(post CDT)0.50% 1. Applicable for RI customers only
2. Min brokerage of Rs. 25/- per executed order or 2.5% whichever is less
3. Complimentary Delivery Turnover of Rs. 3 lakhs

4. Effective Waiver of Axis Direct Account Opening charge

FAQs

A Demat account provides the facility of holding shares and securities (exchange-traded funds, bonds and mutual funds units etc) in an electronic form while Trading account facilitates buying and selling of shares held in Demat account via stock exchanges.

You can open Axis Direct Trading and Demat account online instantly. Click here to apply.

There are no charges to open Axis Direct Trading & Demat account. To know other charges Click here

Yes. Our integrated 3-in-1 account facility gives you the convenience of seamless online transactions between bank, Demat & Trading account, thereby providing hassle-free settlement of funds and securities.

For Individual applicants, two types of Demat accounts are offered - Regular Demat Account & Basic Services Demat Account (BSDA).
BSDA is like a regular Demat account but with no or low annual maintenance charges, depending on the holding value. Please refer Schedule of Charges

To make the transactions seamless & convenient, both trading account & demat account are required. The demat account is a repository of your financial securities but for transacting, you need to have a trading account with a SEBI registered Stockbroker
Axis Securities offers 3-in-1 account (combination of demat account, trading account and bank account) for hassle free trading experience

Currently only Resident individual Savings Single Holders are eligible for online account opening journey. Please Click here

Currently, digital modes do not support accounts for Non-Resident Individuals and Entities.

For more Demat Account related queries, click here

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