Banking, Demat & Investment Services
Open the right savings account, demat account or investment product — matched to your profile, opened digitally, tracked until it's active.
One Platform For Every Account You'll Ever Open
Guided KYC for every account type
One PAN and Aadhaar verification reused across banks, demat accounts and mutual fund folios — no repeat paperwork.
One dashboard across demat, banking and investment
Track every application — savings account, trading account, FD or fund folio — from a single status view until it's active.
Digital gold and mutual funds in the same flow
Start a SIP or buy fractional gold right after your demat account activates, without switching providers or portals.
Only SEBI and RBI-regulated partners
Every bank, broker and fund house on our panel is licensed and regulated, so your money and holdings stay compliant.
A person to call when activation stalls
If a document gets rejected or verification stalls, a dedicated advisor follows up with the provider on your behalf.
Nineteen banking, demat and investment products, one guided process. Whether you're opening your first savings account, activating a demat account to start trading, parking money in a mutual fund or digital gold, or simply need KYC and documentation support — we match you with the right provider and walk every step through to activation.
What You'll Need
Exact requirements vary slightly by provider and product type, but most accounts activate faster when these are ready upfront.
Identity & Address Proof
- PAN card
- Aadhaar card
- Passport-size photograph
- Recent address proof, if requested
Income & Bank Proof
- Existing bank statement or passbook
- Cancelled cheque, for demat linkage
- Income proof, for trading segments
- Signature specimen
Nomination & KYC Details
- Nominee name & relationship
- Nominee ID proof
- Mobile number linked to Aadhaar
- Email ID for e-KYC and statements
Demat & Trading Accounts
A demat account holds your shares, mutual funds and bonds electronically, while a linked trading account lets you buy and sell on the exchange. Pick a provider based on the segments you plan to trade and how you like to place orders.
Bajaj Finserv Securities Demat Account
A digitally-opened demat and trading account backed by Bajaj Finserv's research and margin tools, suited to both first-time and active investors across equities, F&O and mutual funds.
Get StartedUpstox Demat Account
A fast, app-first demat and trading account with a streamlined order flow, built for investors who want quick execution and a straightforward mobile-first experience.
Get StartedKotak Securities Demat Account
A bank-backed demat account from Kotak Securities with integrated fund transfers, research desks and dedicated support for investors who prefer a full-service brokerage.
Get StartedAngel One Demat Account
A widely-used demat and trading account with smart order tools and a broad product shelf spanning stocks, IPOs, mutual funds and derivatives, opened entirely online.
Get StartedMotilal Oswal Demat Account
A research-driven demat account from Motilal Oswal, well suited to investors who want in-depth stock analysis and advisory support alongside their trading account.
Get StartedBank Account Services
From minimal-balance digital savings accounts to dedicated business banking, we help you open the account that matches how you actually bank — branch-free, app-first or built for a growing enterprise.
Savings Account
Equitas Savings Account
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Equitas Savings Account
A small finance bank savings account with a competitive interest structure, video KYC-based opening, and a straightforward account experience for everyday banking.
Key Features
- Video KYC account opening
- Minimal-balance account options
- Free virtual debit card issuance
- Mobile & net banking included
Eligibility
- Age 18+ years
- Valid PAN & Aadhaar
- Indian resident
- Active mobile number
Savings Account
Kotak 811 Savings Account
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KYCInstant
Kotak 811 Savings Account
A fully digital savings account opened in minutes on your phone, with instant e-KYC, a virtual debit card issued immediately and no branch visit required.
Key Features
- Account opening in minutes
- Instant virtual debit card
- In-app UPI & bill payments
- No paperwork hassle
Eligibility
- Age 18+ years
- Aadhaar-linked mobile number
- Valid PAN card
- Indian resident
Savings Account
IndusInd Savings Account
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IndusInd Savings Account
A full-service savings account from IndusInd Bank with a strong digital banking app, doorstep services in select cities, and a range of account variants to choose from.
Key Features
- Digital account opening
- Doorstep banking in select cities
- Multiple account variants
- Wide branch & ATM network
Eligibility
- Age 18+ years
- Valid PAN & Aadhaar
- Indian resident
- Active mobile & email
Savings Account
IDFC FIRST Savings Account
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IDFC FIRST Savings Account
A well-rated digital savings account known for monthly interest credit and a clean, feature-rich banking app, with account opening completed over video KYC.
Key Features
- Monthly interest credit
- Video KYC-based opening
- Highly-rated mobile app
- Debit card with reward benefits
Eligibility
- Age 18+ years
- Aadhaar-linked mobile number
- Valid PAN card
- Indian resident
Payments Bank
Airtel Payments Bank Account
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Airtel Payments Bank Account
An instantly-opened payments bank account for everyday transactions, bill payments and UPI, built around your existing mobile number for a near-instant setup.
Key Features
- Account tied to mobile number
- Instant UPI activation
- Bill & recharge payments built in
- No paperwork hassle
Eligibility
- Age 18+ years
- Active Airtel or any mobile number
- Aadhaar-based e-KYC
- Indian resident
Business Banking
Tide Business Account
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Tide Business Account
A business banking account built for freelancers, sole proprietors and small businesses, with built-in invoicing, expense tracking and fast digital onboarding.
Key Features
- Built-in invoicing tools
- Expense & category tracking
- Digital-first onboarding
- Business debit card included
Eligibility
- Registered proprietorship or company
- Valid business PAN
- Director/proprietor KYC documents
- Indian business entity
Savings Account
Kotak 811 Super Savings Account
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Kotak 811 Super Savings Account
An enhanced version of the 811 savings account with higher transaction limits and additional privileges, suited to customers who want more from a digital account.
Key Features
- Higher transaction limits
- Priority customer support
- Enhanced debit card privileges
- Digital-first account opening
Eligibility
- Age 18+ years
- Valid PAN & Aadhaar
- Indian resident
- Existing or new Kotak customer
Investment Services
Beyond stocks, build a portfolio through mutual funds and digital gold — instruments that let you start small, stay liquid, and grow savings alongside your regular banking.
Axis Mutual Fund
A broad range of equity, debt and hybrid mutual fund schemes from Axis AMC, with SIP and lump-sum options to match your goals and time horizon.
Read MoreAditya Birla Capital Digital Gold
Buy and hold 24-karat gold digitally in fractional quantities, securely vaulted, with the option to convert to physical gold or redeem whenever you choose.
Read MoreJar Digital Gold
An app-based digital gold savings tool that rounds up spare change and everyday savings into small, automatic gold purchases over time.
Read MoreOther Banking Services
Support for the everyday banking tasks that sit around your accounts and investments — from opening a new account to KYC and credit card applications.
Bank Account Opening
End-to-end assistance choosing and opening a savings, salary or current account with a bank that fits how you transact, with document collection handled for you.
Get StartedFD & RD
Fixed and recurring deposits across partner banks, compared by tenure and interest structure, so your savings grow steadily with a fixed, predictable maturity.
Get StartedKYC Support
Help completing or updating your KYC across banks, demat accounts and mutual fund folios — one point of contact instead of repeating the process everywhere.
Get StartedCredit Card Application
Guided credit card selection based on your spending pattern and income profile, with application tracking from submission through to card delivery.
Get StartedWhich Account Is Right For You
Not sure where to start? Match your situation to the account or product that fits, then let us handle the paperwork.
Start with a demat & trading account
Open a digitally-verified demat and trading account first, so you can hold and trade equities, mutual funds and bonds from one place.
Explore Demat AccountsLook at bank services plus FD & RD
Pair a current or savings account built for regular transactions with fixed and recurring deposits to park surplus funds securely.
Explore Bank ServicesTry digital gold or a mutual fund SIP
Set up a small recurring SIP or buy digital gold in fractions — both need only a linked bank account and a few minutes to start.
Explore Mutual FundsConsolidate with KYC & documentation support
Bring scattered accounts under one KYC record and let us track renewals, nominee updates and documentation across providers.
Explore KYC SupportCommon Questions About Banking & Investing
Answers to what people usually ask before opening an account or starting to invest.
How does opening a demat account work?
Do I need a bank account before I start investing?
How is digital gold different from physical gold?
How long does my KYC stay valid across accounts?
Can I switch between account types later?
Not sure which account or investment fits you?
Share your requirement once and get matched with the right bank, demat provider or investment product — no repeated forms, no guesswork.