Demat & Trading Account for Your Investment Journey
Open a digital Demat and Trading Account to hold and transact in eligible securities across India's financial markets. Access equities, IPOs, mutual funds and other investment and trading opportunities through the IIFL Capital platform, with Investify Prism providing relationship and onboarding support.
A Demat and Trading Account gives you a convenient way to hold and transact in eligible securities across India's financial markets. Through the IIFL Capital platform, eligible investors can access equities, IPOs, mutual funds, derivatives and other available market products. Investify Prism provides relationship and onboarding support to help you get started and navigate the account-opening process.
Key Features
Digital Account Opening
Complete the applicable account-opening and KYC process through a digital onboarding journey.
Equity Investment & Trading
Access eligible NSE and BSE-listed securities through the IIFL Capital platform.
IPO Access
Apply for eligible IPO opportunities through your investment account, subject to applicable requirements.
Mutual Fund Access
Explore mutual fund investment options across different categories and investment objectives.
Market & Portfolio Access
Track eligible holdings, transactions and portfolio information through the available digital platform.
Multiple Market Segments
Access eligible products across equity, derivatives and other available segments, subject to eligibility and applicable regulations.
Dedicated Relationship Support
Get assistance from Investify Prism with onboarding, account-related queries and service requirements.
Secure Digital Access
Use the official IIFL Capital platform for account access, market information and transaction-related services.
Common Questions
Yes. Eligible investors can complete the applicable account-opening and KYC process through the available digital onboarding process, subject to verification and regulatory requirements.
Open Your Demat & Trading Account With Confidence
Relationship-led onboarding
A dedicated point of contact guides you through account opening and documentation, so the process stays clear from the very first conversation.
One account, many opportunities
Use your account to access equities, derivatives, mutual funds, IPOs, bonds and other eligible solutions, subject to applicable eligibility and regulations.
IIFL Capital platform, Investify Prism support
Your account runs on the IIFL Capital platform, while Investify Prism, an Authorised Person associated with IIFL Capital Services Limited, provides relationship and onboarding support.
Portfolio perspective
Structured discussions help you review your holdings against your goals and decide what you may want to add.
Four Simple Steps to Your Account
- 01
Talk to Investify Prism
Tell us about your goals and the kind of investments you want to explore, whether you are in India or abroad.
- 02
Complete your documents
We help you understand the KYC and account documents needed for your profile and walk you through the account-opening process.
- 03
Get your account activated
Once your application is verified and approved, your demat and trading account is activated.
- 04
Invest and review
Start investing, and review your holdings and goals regularly with your relationship contact.
What You Can Do With Your Account
Your account is the base for building a diversified portfolio across the solutions Investify Prism offers.
- Equities on NSE and BSE
- Equity derivatives
- Mutual funds & SIPs
- IPOs
- Bonds & NCDs
- Fixed deposits
- Commodities & currency
- PMS & AIF (subject to eligibility)
Account opening, product availability and charges are subject to the terms of IIFL Capital Services Limited and applicable regulations.
Let’s Talk About Your Wealth Goals
Whether you are building your first investment portfolio, managing substantial wealth or looking to diversify an existing portfolio, Investify Prism can help you explore investment solutions aligned with your financial objectives, investment horizon and risk preferences.
Speak with Kishore Devaraj to discuss your goals and explore the available investment options.