At Rupeezy, you can open a Demat & Trading account quickly and conveniently through both online (paperless) [for Individuals] and offline (physical forms) [for both individuals and non individuals] processes.
There are no signup or account opening fees.

1. Online Account Opening (Paperless Process)

As an individual If you prefer a fully digital journey, you can complete your account opening online in just a few steps.

Steps in the Online Process:

  1. Start - Start your account opening journey via http://accounts.rupeezy.in/ or through our mobile app

  2. Mobile & Email Verification - Verify your registered mobile number and email.

  3. Bank Verification - Confirm your bank details.

  4. In-Person Verification - Complete IPV via selfie and e-signature.

  5. Basic Client Details & DigiLocker - Share profile details and fetch Aadhaar and PAN using DigiLocker.

  6. Segment Activation - If activating Derivatives/MCX Submit one of the below documents as proof or directly fetch bank statements through RBI regulated platform

    • Acceptable proofs include:

      • 6 months’ bank statement (with sufficient transactions)

      • ITR

      • Salary Slip

      • Holding Statement

  7. Nominee Details - Add nominee details as per SEBI guidelines.

  8. E-Sign & Account Opening - Complete Aadhaar-based e-sign to open your account.

✅ Once e-signed, your account is created after verification checks are performed.


2. Offline Account Opening (Physical Process)

If you prefer to open an account through physical forms, Rupeezy also offers an offline process.

Steps in the Offline Process:

  1. Download / Collect Form – Obtain the account opening form from our branch/website or through Rupeezy support team.

  2. Fill in Details as required in the form and sign the form manually.

  3. Attach Documents as requested in the form

  4. Courier the form to Rupeezy Registered office (Astha Credit & Securities Pvt Ltd F-01,138/42, Usha Preet, Malviya Nagar, Bhopal (MP) 462003)

  5. Verification & Processing – Our team verifies your details and processes the application.

  6. Account Activation – Once verified, your Demat & Trading account is activated.

PFA Account Opening Form :