A Demat and Trading account with Motilal Oswal Financial Services Limited enables investors to hold securities in electronic form and seamlessly execute buy or sell transactions in the stock market. The Demat account acts as a secure digital repository for shares, bonds, and other securities, while the trading account serves as the interface for placing market orders. Together, it provides a convenient, regulated, and paperless way to invest, aligned with SEBI guidelines and supported by Motilal Oswal’s multi-platform trading infrastructure.

Multiple Account Types

Options include Demat, Trading, 3-in-1 accounts, NRI accounts, and accounts for corporates, HUFs, and trusts.

Research-backed Insights

Access to sectoral analysis, market updates, and stock coverage prepared by the in-house research team (for educational purposes).

Digital Account Opening

Fully paperless, API-enabled process with Aadhaar-based verification.

Real-time Portfolio Tracking

Online monitoring tools for investment holdings.

No Minimum Balance Requirement

Accounts can be maintained without a minimum balance, subject to an initial margin requirement.

Multi-platform Trading

Access via mobile app, web platform, and desktop application.

Motilal Oswal offers transparent and competitive brokerage plans tailored to suit various types of investors, from occasional traders to high-frequency investors.

Here are some of the available plans:

 The account can be opened online or through an authorised representative. The typical process includes:

1. Click on the ‘OPEN DEMAT ACCOUNT’ button on the page

2. You will be redirected to the application page

3. Provide your name, contact information, and validate your mobile number and email address.

4. Confirm your Permanent Account Number (PAN) and date of birth for identity verification.

5. Enter bank account information and select the applicable margin requirements.

6. Submit a digital signature for use in account documentation.

7. Verify identity using Aadhaar number and OTP-based authentication.

8. Provide a scanned copy of your PAN card and a recent passport-sized photograph.

9. Digitally sign all Know Your Customer (KYC) documents to complete the process.

Here is the list of requirements to be able to open an account with Motilal Oswal Limited:

Required Documents:

• Permanent Account Number (PAN) card
  

• Aadhaar card
  

• Address proof (such as passport, voter ID, or utility bill)
  

• Bank statement (optional)
  

• Passport-sized photograph

Eligibility Criteria:

• Individuals above 18 years of age
  

• Non-individual entities such as corporates, HUFs, and trusts (with additional documentation as per SEBI norms)
  

• NRI accounts can be opened subject to regulatory requirements

1. Validity: The validity for the subscription plans is lifetime.

2. Subscription Amount: Clients are required to pay subscription fees upfront at the time of account opening or scheme activation. The scheme will commence only upon payment realization.

3. One-time Fee: Any amount paid towards subscription plan fee is a one-time payment and cannot be utilized towards any margin obligations.

4. Brokerage rates: Customers subscribing to the above mentioned plans will be charged brokerage rates as per the subscription plan selected for the duration of its validity. This brokerage will be charged in addition to the one-time subscription plan payment.

5. Minimum Brokerage: Minimum brokerage / order level brokerage charges will be applied in accordance with the company's policies as stated in the account opening form or as communicated to customers in case of modification of Minimum brokerage charges by the company at any point of time.

6. SEBI Limit: Brokerage charges will not exceed the limits prescribed by the Securities and Exchange Board of India (SEBI) / Exchanges.

7. Cancellation: The subscription amount paid towards activation of subscription plans is non-refundable and is non-transferable.

8. Government Taxes: Government taxes, including any applicable charges, will be levied in addition to the brokerage as mandated.

9. Dispute Resolution: In the event of any dispute, the decision of MOFSL management shall be considered final and binding.

10. GST Applicability: An 18% Goods and Services Tax (GST) will be applicable on the subscription amount.

11. Activation Time: The subscription plan will be activated within 2 working days, excluding all public holidays and weekends.

12. Plan Upgradation:  In case of a customer opting for a plan upgrade, the existing plan will be discontinued and the plan amount for the ongoing plan will not be refunded.

13. Impact of Regulatory Changes: The above plans are subject to regulatory norms in force from time to time and may be discontinued under any regulatory directions or for any other reason, without giving prior intimation to the client.

Investments in securities market are subject to market risks, read all the related documents carefully before investing.

Registered Office Address: Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai-400025; Tel No.: 022-71934263; Website www.motilaloswal.com. Correspondence Office Address: Palm Spring Centre, 2nd Floor, Palm Court Complex, New Link Road, Malad (West), Mumbai- 400 064. Tel No: 022 7188 1000. Registration Nos.: Motilal Oswal Financial Services Limited (MOFSL)*: INZ000158836. (BSE/NSE/MCX/NCDEX); CDSL and NSDL: IN-DP-16-2015; Exchange Member IDs: NSE-10412/BSE-446/MCX-55930/NCDEX-1240.

Bajaj Markets(“Bajaj Markets”) is a SEBI registered Investment Adviser (SEBI registration: INA000016083 (Validity - Aug 11, 2021 - Perpetual). Bajaj Markets has also entered into partnership with banks and financial institutions for offering other financial products such as fixed deposits, current and savings bank account, bonds, NPS etc.

BFDL has entered into a referral arrangement with Motilal Oswal Financial Services Limited (MOFSL) to refer customers who are interested in investing in securities market.

The Services offered on the Site does not constitute investment advice in any manner whatsoever. Please read all the related documents carefully before investing and obtain expert professional advice with regards to specific legal, tax, and consequences of investments and risk factors. Investments in securities market are subject to market risk.