One can begin investing by fulfilling the following steps:-
1. Investor must have the following documents
• Personal Identification Proof – PAN Card, Passport Copy, Driving License copy
• Address proof – Utility bills – Telephone bills, Electricity bills
2. An investor should approach an intermediary which may be a broker, relationship manager etc.
3. An investor is then required to fill up the KYC (Know your client) form and should furnish the necessary details. In addition, he would have to fill the broker-client agreement.
4. Investors then need to open a demat account and a clearing bank account. For this, he or she would have to furnish his or her bank account details. Once these steps are completed an investor can begin trading in financial markets.
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