Zerodha Demat: A Complete Step-by-Step Guide to Investing in Stocks, Mutual Funds, or IPOs Using This Popular Platform
Zerodha is one of India’s leading discount brokers, offering a seamless online experience to open a Demat and trading account essential for investing in stocks, mutual funds, and IPOs. This guide provides a clear and concise step-by-step walkthrough for beginners and experienced investors alike to start their investment journey using Zerodha’s platforms.
Step 1: Open Your Zerodha Demat and Trading Account
Visit the official Zerodha account opening page or download the Zerodha Kite app from Play Store/App Store.
Sign up by entering your mobile number and verifying it with the OTP received.
Complete your email verification through OTP sent to your email.
Enter your PAN card details and date of birth to continue.
Input your Aadhaar number linked with your mobile number and verify through OTP and Digilocker PIN for eKYC.
Fill in personal details and link your bank account using UPI or by uploading a canceled cheque/bank statement.
Complete the In-Person Verification (IPV) via video to authenticate identity.
Digitally sign the account opening forms through Aadhaar OTP and Digilocker PIN.
Your Zerodha ID will be created and the account typically activated within 24-48 hours.
Step 2: Familiarize Yourself with Zerodha’s Investment Platforms
Zerodha Kite: The primary trading platform for equities, derivatives, and commodities. It provides real-time market data, advanced charting, and a user-friendly interface to place buy/sell orders.
Zerodha Coin: Dedicated mutual fund platform allowing commission-free investments in direct mutual funds with options for SIPs or lump sum investing.
Zerodha Console: A backend dashboard for portfolio tracking, tax reports, and account statements.
Step 3: Start Investing in Stocks
Log in to the Kite app or web platform with your Zerodha ID and password.
Add funds to your trading account via net banking, UPI, or other payment options.
Search for stock tickers or company names and add them to your watchlist.
Place buy or sell orders by selecting order types such as market, limit, stop-loss, or bracket orders.
Monitor your portfolio and manage holdings easily through Kite and Console.
Step 4: Invest in Mutual Funds
Access Zerodha Coin through the app or web.
Choose from a wide range of direct mutual funds with no commissions.
Start SIPs or make lump sum investments as per your financial goals.
Track investments and dividends seamlessly within the platform.
Step 5: Participate in IPOs
Check currently open IPOs in Zerodha’s Console.
Apply online by selecting the IPO and submitting your application with your Demat details.
Allotments and listing status can be tracked through Zerodha.
| Step | Action | Platform/Tool | Key Requirement |
|---|---|---|---|
| 1. Account Opening | Sign up and complete eKYC process | Zerodha website/App | PAN, Aadhaar, Bank Details |
| 2. Explore Platforms | Kite for trading, Coin for mutual funds | Kite, Coin, Console | Internet access, device |
| 3. Fund Account | Add money for investing | UPI, Net Banking | Linked bank account |
| 4. Invest in Stocks | Place buy/sell orders | Zerodha Kite | Market knowledge recommended |
| 5. Invest in Mutual Funds | Start SIP or lump sum | Zerodha Coin | Understand fund types |
| 6. Apply for IPOs | Online IPO application | Zerodha Console | Demat account linked |
Frequently Asked Questions
How do I open a Zerodha Demat account?
You can open it online by signing up with your mobile number, completing eKYC via Aadhaar OTP, linking your bank account, and performing a video In-Person Verification. The process is paperless and usually completes within 24-48 hours.
What documents are needed for Zerodha account opening?
PAN card, Aadhaar card linked with your mobile for OTP verification, and bank details in the form of a canceled cheque or bank statement are required.
Can I invest in mutual funds through Zerodha?
Yes, Zerodha Coin offers direct mutual fund investments without commissions, allowing SIPs or lump sum investments.
How can I apply for IPOs using Zerodha?
You can apply online for IPOs through Zerodha Console by selecting the IPO, filling out the application, and submitting with your Demat account details.
Is there a charge for opening a Zerodha account?
Opening a Zerodha Demat and trading account is free. Brokerage and other charges apply as per the trades and services used.
Published on: July 27, 2025
Published by: PAVAN
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