Upstox Review | How to Open AC, Brokerage, Upstox FAQ 2022

Upstox Review 2022

Upstox Review 2022

RKSV ( Upstox ) is ONE of India’s fastest-growing brokers with over 7 Million Plus Customers.

Upstox Review

Why choose Upstox ?

• Upstox is trusted broker in india.
• Free equity delivery trades for life.
• Low brokerage on intraday orders ( RS-20/per order ).
• Invest in direct mutual funds plans that charge 0% commissions.
• Smart transfer feature to earn interest on idle trading account funds.

Is Upstox Safe and Effective

Yes, Upstox is a trustworthy discount brokerage firm. The company is registered with SEBI and is a member of the BSE, NSE, MCX, CDSL, and NSDL. It has the backing of well-known investors such as Ratan Tata, GVK Davix, and Tiger Global. Since 2011, Upstox has been in the retail brokerage business.

making it a safe and dependable stockbroker for your money.

Upstox is one of India’s best discount brokers, particularly for traders. On the one hand, Upstox provides the fastest trading platforms, which are essential for booking high profits in day trading.

Why Should You Use Upstox?

Learn everything there is to know about Upstox right here.

Upstox offers minimal brokerage and affordable plans. Upstox, which is backed by Mr. Ratan Tata, has the second highest number of active clients.

It offers advanced trading software with terminal experience. When compared to the Basic Plan, the Priority Plan provides more leverage. As a result, if you are a trader, Upstox can better serve you.

If you are a trader, the broker will provide you with a trading platform that will allow you to analyse the market using charting tools, backtesting, and live scanning for strategic decision making.

Dartstock’s software platform includes a live and trend scanner, an opportunity finder, a recover and fall tracker, and many other tools.

If you are an investor, your broker will offer you free subscriptions to premium educational content.

How to Open Upstox Account ?

Account opening process at Upstox Account Sign Up Page

Check All Steps Carefully

1. Enter Your Mobile Number.
2. Create Your own 6 Digit Pin.
3. Enter Email Address.
4. PAN Card.
5. Date of Birth.
6. Personal information and bank details.
7. Enter Digital Signature.
8. Submit Documents by Digilocker ( Government of India e-documents App ).
9. Capture Online Live Photography ( Selfie ).
10. Enter Bank Account Details.
11. Segment Activation Equity & F&O ( Beginners Only Activate Equity Segment ).
12. E-Sign with Aadhaar OTP
13. In 24 to 48 Hours Your Demat & Trading Account will be activate.

Upstox Review 2022

Demat account form:

Fields that are to be filled

1. Type of account (Ordinary, NRI, NRI-Non-Repatriable or HUF)
2. Account holder information (name, address, telephone no., email id etc.)
3. Second holder details
4. Guardian details
5. Extra information for NRIs (foreign address, RBI reference no. and RBI reference date)
6. Bank details (Account no. , account holder’s name etc.)
7. Financial details (PAN number)
8. Photograph
9. Declaration (Holder’s name and signature)

You Need Following documents

Proof Of Identity

• PAN Card
• UID (Aadhaar)
• Driving Licence
• Passport
• Voter Identity Card
• NREGA Job Card
• Any document notified by the central government

Proof of address

Lastly, you’ll need to submit proof of address in India.

There can be some overlap of address proof and ID proof documents. The full list includes:

• Passport
• UID (Aadhaar)
• Voter Identity Card
• State issues Driving License
• NREGA Job Card
• Utility bill which is not more than two months old of any service provider (electricity, telephone, post-paid
  mobile phone, piped gas, water bill).
• Bank account or Post Office savings bank account statement.
• Documents issued by Government departments of foreign jurisdictions and letter issued by Foreign Embassy or Mission in India.

Proof of bank

You’ll have to show proof of the bank account that you wish to connect with your account. If you have a canceled cheque that has your name on it then you can send it to your broker along with the account opening forms. Or, if you’re opting for the online account opening process you can upload the canceled cheque with the bank’s IFSC code to the online portal.

In a bank proof a broker needs the following from you:

• Your Name
• Account Number
• Bank’s IFSC

Some brokers allow you to submit your bank statement which has your name, MICR, and bank’s IFSC code, or the front page of your passbook as long as it has all the above details clearly visible.

Features 2022

Upstox Pro Platform for Pro Traders Features

Upstox review

• Upstox pro web & mobile app is one of India’s highest-rated trading apps.
• 99.9% up time.
• Trade across web and mobile without skipping a beat.
• 13 Chart types, 105 indicators, 20 drawing tools.
• Place buy/sell orders directly from watchlists, charts, scrip details, market depth, option chain, alerts, positions, traders, orders.
• Share your stock analysis with friends, family, and followers on social media through upstox exclusive chart sharing feature.

Upstox Review – SMART, SWIFT & SECURE

Upstox Review 2022

• A single platform to invest in Stocks, F&O, Mutual Funds, Basket Orders
• Instant price alerts and updates
• Apply for new IPOs or NFOs within seconds!
• Completely paperless & quick account opening:

Upstox Charges

Upstox Review 2022

Equity

Currency

Commodities

Upstox Review 2022

LIC IPO 2022

Upstox Refer and Earn

Upstox Story

2010 – 3 Traders 1 idea

Raghu Kumar ( RK ), Ravi Kumar ( RK), and Shrinivas Viswanath ( SV ) founded RKSV Securities India Pvt. Ltd. to make trading convenient & cost-effective.

2012 – RKSV opens to the public

By entering the retail brokerage space as a discount-broking firm.

2016 – Upstox Launches

Backed by Mr.Ratan Tata, Kalaari Capital, and GVK Davix RKSV Updated and raised about $4 million

2018 – The Upward trend begins

Upstox became one of the first ones to introduce e-dis services in place of Power of Attorney letters.

2019 – Upstox achieves a historic first

Upstox successfully opened 1 lakh Demat accounts in less than a month.

2020 – 2 Million customers and still counting…

From 25k customers in 2017 Upstox scaled to 2M customers in 2020 and became the 2nd largest broker in India.

2021 – Partnering with IPL

BCCI announces Upstox as the Offical Partner for IPL!

2022 – What’s next?

Stay tuned to find out!

Upstox Review 2022

Upstox FAQ 2022

We Are Official Upstox Partner

Upstox Review

Upstox Review 2022

IPOs

Upstox Review

• Apply for IPOs 24/7

• Apply for IPOs via WhatsApp

• Pre-apply for IPOs before they go LIVE
• Explore and invest in IPOs via WhatsApp without opening an Upstox Demat account
• Enjoy hassle-free, zero commission UPI based IPO applications from our mobile or desktop platforms
• Get updates on the latest IPOs, find relevant information on the company launchingthe IPO, view a summary of the company’s financial performance and watch bite-sized video content on every IPO!

STOCKS/EQUITIES

Upstox review 2022

• Scan through 5000+ stocks by their sector, technical indicator, or fundamental data. Eg. Top Gainers, Automobile Stocks, 52-Week High Stocks etc.
• After scanning them, buy stocks or sell top stocks with just a single click
• With our Margin Trading Facility get up to 2X leverage (50% funds) from Upstox for Equity Delivery trading or buying certain stocks and holding them
• Pledge your stocks to gain additional margin for F&O trading

upstox features

• Enjoy up to 5X leverage on intraday trading
• View company’s fundamental data – Shareholding pattern, company profile, financial ratios and more to make informed decisions
• Access historical charts and trending news related to companies
• Explore the app without opening an Upstox account
• Track live updates, LIVE stream market data and get stock prices and quotes from NSE, BSE & MCX
• View OHCL (Open High Close Low) data to make better trading decisions
• Place CO and AMO orders and use the stop-loss feature to minimize loss

MUTUAL FUNDS

Upstox review 2022

• Choose from 2,500+ Mutual Funds
• Zero commission investing
• Track your investment portfolio in real-time
• SIP investments starting at ₹100/month
• Find ELSS funds to save on taxes
• Get updates on the latest New Fund Offerings and find detailed information related to a Mutual Fund, its fund manager and performance

FUTURES AND OPTIONS

• With Options Strategy Builder, create an option strategy from Option Chain, add up to 4 orders (legs) and place them all with a single click.
• Get updates on the latest New Fund Offerings and find detailed information related to a Mutual Fund, its fund manager and performance Explore a new charting library and TradingView to track trends, analyse stocks and use your analysis to trade better.
• Switch between ChartIQ and TradingView with just a tap
• Enjoy leverage on F&O trades
• Learning series exclusively dedicated for F&O

Upstox Partnered with Streak, Sensibull and smallcase platforms to help you UP your trades and investments.

UPSTOX 4.0

Welcome to a completely revamped Upstox app based on extensive user research and deep user insights.

Upstox is one of India’s fastest-growing investment platforms with 70 lakh+ customers that makes investing in Stocks, Mutual Funds, IPOs, NFOs, Futures and Options, Commodities and Currencies simple and smart.

With a powerful web and mobile platform, users can place orders from anywhere, at any time, easily.

Upstox Review 2022

LET’S MEET SOME OF OUR USERS

60% active investors and 40% intraday or derivative traders

As we are growing, we attract a lot of active investors along with intraday or derivative
(Futures & Options) traders.

Active investors are those who swing trade in stocks to make
profits in the immediate or short-term and they contribute to 60% of our active monthly
users.

Upstox Review

The remaining 40% are traders who also contribute to 80% of our revenue.

The current version of our product was built majorly for such traders to provide them with advanced trading tools in a simplified mobile experience. That’s why traders love upstox.

IT WAS TIME TO BUILD SOMETHING NEW

To serve the needs of active investors without alienating traders.

So we collected data from 200+ actual users and learned how they trade, invest, use our app, understood their trading experience and collected feedback that they have.

Upstox Review

Then we mapped out their entire journey as a trader beyond our app and also their journey on our app.

Based on this, we created various concepts and prototypes and we went back to them again with these prototypes.

After multiple rounds of testing to ensure that our new product is actually helping these users become a better trader.

UPSTOX REVIEW 2022

NEW AND REVAMPED UPSTOX APP

Upstox Review 2022

With a human-centric design approach and a personalised
user experience that serves the needs of traders and investors.

The new Upstox app aims at making trading and investing quicker, easier, more transparent, and reliable. Here’s how:

DISCOVER

Tools to search for new investment & trading opportunities in real-time
and add them to your lists if you wish to!

Smartlists

Quality stocks curated by experts based on a theme, sector, technical indicators,
fundamental data and more!

Smart Filters

Feature to generate a list of stocks that match your preferences.

INBOX

Single and permanent folder that stores important notifications on orders, fund transfers, and other announcements from Upstox.

You can even enable/disable what notifications you’d like to see from us!

Feedback Feature

and easy tool to report bugs, share feedback and get help!

Upstox Review

Upstox EXCITING FEATURES

• Enjoy a personalised trading and investing experience
• Access trending and latest Stock Market news from all the best sources to make better decisions Analyse stocks from your holdings and positions easily.
• You can view your entire trade summary.
• live charts
• detailed breakdown of current and past trades.
• Check transparent breakdown
• charges while placing an order

Upstox New App 2022 Review

Upstox Review 2022

Search on Google Play Store

Upstox App Opening

Enter Your PIN

Upstox Wallets for Money Add & Withdraw

Upstox Scrips

Upstox Stock Positions

Upstox Holding’s

Upstox Review 2022

Upstox Orders

Upstox IPO

Upstox Scrips Search

Upstox Review 2022

Upstox Account Details

Upstox Review 2022

Upstox Review 2022

Upstox AWARDS & ACHIEVEMENTS

The IFTA Award ror Best
Innovation in Wealth
Management (2020)

CDSL Award ror Highest
Number of Accounts in a
Single Month by a
Broker (2019)

MCX Award ror Most
Promising Broking House
oftheYear (2019)

Upstox Review 2022

Upstox Customer Care Number

New account opening

We are just a call away – everyday from 9 AM to 11

1) 02241792991

2) 02269042291

3) 02271309991

Mail us your account opening queries at:[email protected]

Existing users

Saturday – Sunday 9AM to 11AM

1) 02241792999

2) 02269042299

3) 02271309999

Mail us your account opening queries at:[email protected]

Source :- Upstox

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