by Shakshi Bharti | Jun 24, 2024 | Income Tax
Important Keyword: F&O Trading, Speculative Income, Trading Income, Upstox Traders.
Open a Trading Account online on Upstox
You can open a trading account online with Upstox. The transformation of stock markets from an open outcry system to an electronic system has made trading more accessible and efficient. A trading account acts as an investment account that holds your cash or securities electronically, allowing you to buy or sell those securities in the stock market. Stock traders use online trading platforms to trade various instruments, such as shares, securities, commodities, and currencies. Income from trading in Equity Intraday, Equity Futures & Options (F&O), Commodity Trading, and Currency Trading is considered Business Income for tax purposes.
Steps to open a Trading Account online on Upstox
- Visit Upstox website
Firstly, click on Open a free Demat account.
![upstox open free account online](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxMTkzIiBoZWlnaHQ9IjcyMSIgdmlld0JveD0iMCAwIDExOTMgNzIxIj48cmVjdCB3aWR0aD0iMTAwJSIgaGVpZ2h0PSIxMDAlIiBzdHlsZT0iZmlsbDojY2ZkNGRiO2ZpbGwtb3BhY2l0eTogMC4xOyIvPjwvc3ZnPg==)
- Fill your email and phone number
Click on Process.
![upstox account open process](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxNTU5IiBoZWlnaHQ9IjY4MSIgdmlld0JveD0iMCAwIDE1NTkgNjgxIj48cmVjdCB3aWR0aD0iMTAwJSIgaGVpZ2h0PSIxMDAlIiBzdHlsZT0iZmlsbDojY2ZkNGRiO2ZpbGwtb3BhY2l0eTogMC4xOyIvPjwvc3ZnPg==)
- Fill your PAN number and Birthdate as per PAN
Click on Next.
![upstox fill pan details](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSI4NDMiIGhlaWdodD0iNjc5IiB2aWV3Qm94PSIwIDAgODQzIDY3OSI+PHJlY3Qgd2lkdGg9IjEwMCUiIGhlaWdodD0iMTAwJSIgc3R5bGU9ImZpbGw6I2NmZDRkYjtmaWxsLW9wYWNpdHk6IDAuMTsiLz48L3N2Zz4=)
- Select from options given below
You can choose the option as per your requirement.
![upstox fill aadhaar based details](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSI4NDMiIGhlaWdodD0iNzUxIiB2aWV3Qm94PSIwIDAgODQzIDc1MSI+PHJlY3Qgd2lkdGg9IjEwMCUiIGhlaWdodD0iMTAwJSIgc3R5bGU9ImZpbGw6I2NmZDRkYjtmaWxsLW9wYWNpdHk6IDAuMTsiLz48L3N2Zz4=)
- Check the tickbox
Click on Next.
![upstox fill aadhaar details](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSI4MTUiIGhlaWdodD0iNzIxIiB2aWV3Qm94PSIwIDAgODE1IDcyMSI+PHJlY3Qgd2lkdGg9IjEwMCUiIGhlaWdodD0iMTAwJSIgc3R5bGU9ImZpbGw6I2NmZDRkYjtmaWxsLW9wYWNpdHk6IDAuMTsiLz48L3N2Zz4=)
- Select the segments you want to trade-in
Mention coupon code if any or click on Next.
![upstox choose plan](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSI3NDMiIGhlaWdodD0iNzMxIiB2aWV3Qm94PSIwIDAgNzQzIDczMSI+PHJlY3Qgd2lkdGg9IjEwMCUiIGhlaWdodD0iMTAwJSIgc3R5bGU9ImZpbGw6I2NmZDRkYjtmaWxsLW9wYWNpdHk6IDAuMTsiLz48L3N2Zz4=)
- Enter your bank details.
Click on Next.
![upstox add bank details](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSI2NzYiIGhlaWdodD0iNzEwIiB2aWV3Qm94PSIwIDAgNjc2IDcxMCI+PHJlY3Qgd2lkdGg9IjEwMCUiIGhlaWdodD0iMTAwJSIgc3R5bGU9ImZpbGw6I2NmZDRkYjtmaWxsLW9wYWNpdHk6IDAuMTsiLz48L3N2Zz4=)
- Upload your digital signature.
You can also submit your income proof (Optional). Click on Next.
![upstox upload digital sign](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSI4MzUiIGhlaWdodD0iNzI1IiB2aWV3Qm94PSIwIDAgODM1IDcyNSI+PHJlY3Qgd2lkdGg9IjEwMCUiIGhlaWdodD0iMTAwJSIgc3R5bGU9ImZpbGw6I2NmZDRkYjtmaWxsLW9wYWNpdHk6IDAuMTsiLz48L3N2Zz4=)
- Upload Aadhaar document in two parts- front and back
Manually fill the details on the right as per Aadhaar. Click on Next.
![upstox upload aadhaar](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSI3MjUiIGhlaWdodD0iNzA1IiB2aWV3Qm94PSIwIDAgNzI1IDcwNSI+PHJlY3Qgd2lkdGg9IjEwMCUiIGhlaWdodD0iMTAwJSIgc3R5bGU9ImZpbGw6I2NmZDRkYjtmaWxsLW9wYWNpdHk6IDAuMTsiLz48L3N2Zz4=)
- Upload your digital PAN copy and Passport size photograph
Click on Next.
![upstox upload PAN](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSI3MDUiIGhlaWdodD0iNjMxIiB2aWV3Qm94PSIwIDAgNzA1IDYzMSI+PHJlY3Qgd2lkdGg9IjEwMCUiIGhlaWdodD0iMTAwJSIgc3R5bGU9ImZpbGw6I2NmZDRkYjtmaWxsLW9wYWNpdHk6IDAuMTsiLz48L3N2Zz4=)
- Choose a brokerage plan as per your need
Click on Continue.
![upstox choose brokerage plan](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSI2ODUiIGhlaWdodD0iNjU3IiB2aWV3Qm94PSIwIDAgNjg1IDY1NyI+PHJlY3Qgd2lkdGg9IjEwMCUiIGhlaWdodD0iMTAwJSIgc3R5bGU9ImZpbGw6I2NmZDRkYjtmaWxsLW9wYWNpdHk6IDAuMTsiLz48L3N2Zz4=)
- Esign using Aadhaar Number.
The mobile number has to be linked with Aadhaar. Click on Esign Now.
![upstox Esign](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSI4NTciIGhlaWdodD0iMzA4IiB2aWV3Qm94PSIwIDAgODU3IDMwOCI+PHJlY3Qgd2lkdGg9IjEwMCUiIGhlaWdodD0iMTAwJSIgc3R5bGU9ImZpbGw6I2NmZDRkYjtmaWxsLW9wYWNpdHk6IDAuMTsiLz48L3N2Zz4=)
- You will receive an OTP on your mobile number linked with your Aadhaar
Fill the OTP. Click on Submit.
![upstox Esign OTP](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxNTk0IiBoZWlnaHQ9IjczMSIgdmlld0JveD0iMCAwIDE1OTQgNzMxIj48cmVjdCB3aWR0aD0iMTAwJSIgaGVpZ2h0PSIxMDAlIiBzdHlsZT0iZmlsbDojY2ZkNGRiO2ZpbGwtb3BhY2l0eTogMC4xOyIvPjwvc3ZnPg==)
- Sign Now
Click on the option to Sign
![upstox sign now](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSI2ODUiIGhlaWdodD0iNzI5IiB2aWV3Qm94PSIwIDAgNjg1IDcyOSI+PHJlY3Qgd2lkdGg9IjEwMCUiIGhlaWdodD0iMTAwJSIgc3R5bGU9ImZpbGw6I2NmZDRkYjtmaWxsLW9wYWNpdHk6IDAuMTsiLz48L3N2Zz4=)
- You will be redirected to the NSDL portal
Fill your Aadhaar number. You will receive an OTP. Fill the OTP. Click on Verify OTP.
![upstox TIN-NSDL](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSI2NTciIGhlaWdodD0iNzQ5IiB2aWV3Qm94PSIwIDAgNjU3IDc0OSI+PHJlY3Qgd2lkdGg9IjEwMCUiIGhlaWdodD0iMTAwJSIgc3R5bGU9ImZpbGw6I2NmZDRkYjtmaWxsLW9wYWNpdHk6IDAuMTsiLz48L3N2Zz4=)
- Upload your In Person Verification (IPV) video
Click on Next.
![upstox IPV proof](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSI2NzkiIGhlaWdodD0iNjc5IiB2aWV3Qm94PSIwIDAgNjc5IDY3OSI+PHJlY3Qgd2lkdGg9IjEwMCUiIGhlaWdodD0iMTAwJSIgc3R5bGU9ImZpbGw6I2NmZDRkYjtmaWxsLW9wYWNpdHk6IDAuMTsiLz48L3N2Zz4=)
- After your IPV video is uploaded
Click on Next.
![upstox IPV proof upload](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSI2NzEiIGhlaWdodD0iNjU3IiB2aWV3Qm94PSIwIDAgNjcxIDY1NyI+PHJlY3Qgd2lkdGg9IjEwMCUiIGhlaWdodD0iMTAwJSIgc3R5bGU9ImZpbGw6I2NmZDRkYjtmaWxsLW9wYWNpdHk6IDAuMTsiLz48L3N2Zz4=)
- Finally, the process is now complete
You will get the user id and password when your account gets activated.
![upstox application submitted](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSI3MDUiIGhlaWdodD0iNjE1IiB2aWV3Qm94PSIwIDAgNzA1IDYxNSI+PHJlY3Qgd2lkdGg9IjEwMCUiIGhlaWdodD0iMTAwJSIgc3R5bGU9ImZpbGw6I2NmZDRkYjtmaWxsLW9wYWNpdHk6IDAuMTsiLz48L3N2Zz4=)
Read More: Download Tradebook from Angel Broking
Web Stories: Download Tradebook from Angel Broking
Official Income Tax Return filing website: https://incometaxindia.gov.in/
by Shakshi Bharti | Jun 24, 2024 | Income Tax
Important keyword: Angel Broking, F&O Trading, Intraday, Speculative Income, Trading Income.
Open a trading account online on Angel Broking
Opening a trading account online with Angel Broking is now convenient. The evolution of stock markets from open outcry systems to electronic platforms has made trading more efficient and accessible. A trading account serves as an investment account where you can electronically hold cash or securities and execute buy or sell orders for various instruments such as shares, securities, commodities, and currencies through online trading platforms.
For income tax purposes, earnings from activities like Equity Intraday, Equity Futures & Options (F&O), Commodity Trading, and Currency Trading are classified as Business Income.
Steps to open a trading account online on Angel Broking
- Visit the Angel Broking website
You can access also it from here - Click on Open an account
Fill your Name, and also your Mobile Number and Location
![open angel broking account](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxNTc5IiBoZWlnaHQ9IjY3MSIgdmlld0JveD0iMCAwIDE1NzkgNjcxIj48cmVjdCB3aWR0aD0iMTAwJSIgaGVpZ2h0PSIxMDAlIiBzdHlsZT0iZmlsbDojY2ZkNGRiO2ZpbGwtb3BhY2l0eTogMC4xOyIvPjwvc3ZnPg==)
- Fill the following details
Date of Birth
PAN Number
Email id
Bank Account Number
IFSC Code - Click on “Take me ahead” option
As seen below
![angel broking acc details](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxNTc1IiBoZWlnaHQ9IjcyMSIgdmlld0JveD0iMCAwIDE1NzUgNzIxIj48cmVjdCB3aWR0aD0iMTAwJSIgaGVpZ2h0PSIxMDAlIiBzdHlsZT0iZmlsbDojY2ZkNGRiO2ZpbGwtb3BhY2l0eTogMC4xOyIvPjwvc3ZnPg==)
- Fill your personal details
You get the following options to fill your personal details. Choose an option as per your convenience:
– Aadhaar offline (keep your PAN card handy)
– DigiLocker (keep your PAN card handy)
– Enter Manually (keep your PAN card, Address proof and a photo ready)
![Enter personal details angel broking](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxNTgxIiBoZWlnaHQ9IjYyMSIgdmlld0JveD0iMCAwIDE1ODEgNjIxIj48cmVjdCB3aWR0aD0iMTAwJSIgaGVpZ2h0PSIxMDAlIiBzdHlsZT0iZmlsbDojY2ZkNGRiO2ZpbGwtb3BhY2l0eTogMC4xOyIvPjwvc3ZnPg==)
- For Enter Manually, you will be required to fill the below details
Click on Continue![angel broking cntinue](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxNTgxIiBoZWlnaHQ9IjcwMSIgdmlld0JveD0iMCAwIDE1ODEgNzAxIj48cmVjdCB3aWR0aD0iMTAwJSIgaGVpZ2h0PSIxMDAlIiBzdHlsZT0iZmlsbDojY2ZkNGRiO2ZpbGwtb3BhY2l0eTogMC4xOyIvPjwvc3ZnPg==)
- Click on Proceed to ESign
After you upload the following documents:
![Angel broking esign](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxNTc1IiBoZWlnaHQ9IjY2NyIgdmlld0JveD0iMCAwIDE1NzUgNjY3Ij48cmVjdCB3aWR0aD0iMTAwJSIgaGVpZ2h0PSIxMDAlIiBzdHlsZT0iZmlsbDojY2ZkNGRiO2ZpbGwtb3BhY2l0eTogMC4xOyIvPjwvc3ZnPg==)
- You will be redirected to the NSDL portal
Enter your Aadhaar number linked with your mobile number. Check the tick box. Click on Send OTP.
![aadhaar esign otp](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxNTkxIiBoZWlnaHQ9IjY0MSIgdmlld0JveD0iMCAwIDE1OTEgNjQxIj48cmVjdCB3aWR0aD0iMTAwJSIgaGVpZ2h0PSIxMDAlIiBzdHlsZT0iZmlsbDojY2ZkNGRiO2ZpbGwtb3BhY2l0eTogMC4xOyIvPjwvc3ZnPg==)
- You will receive an OTP on your registered number
Fill the OTP. Click on Verify OTP.
![verify otp angel broking](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxNTg3IiBoZWlnaHQ9IjY3MyIgdmlld0JveD0iMCAwIDE1ODcgNjczIj48cmVjdCB3aWR0aD0iMTAwJSIgaGVpZ2h0PSIxMDAlIiBzdHlsZT0iZmlsbDojY2ZkNGRiO2ZpbGwtb3BhY2l0eTogMC4xOyIvPjwvc3ZnPg==)
- An In Person Verification video proof will be required
Record a 10 seconds video. Click on Proceed. (You can also click on Send a mobile link and record the video from your mobile phone.)
![angel broking IPV](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxNTY5IiBoZWlnaHQ9IjY4MSIgdmlld0JveD0iMCAwIDE1NjkgNjgxIj48cmVjdCB3aWR0aD0iMTAwJSIgaGVpZ2h0PSIxMDAlIiBzdHlsZT0iZmlsbDojY2ZkNGRiO2ZpbGwtb3BhY2l0eTogMC4xOyIvPjwvc3ZnPg==)
- You will receive a POA document on your email
Finally, you are required to submit that document by either couriering your self or scheduling a pick up on your convenient location. - The application is now successfully submitted
Your account will open soon!
Read More: ICICI Direct: Download Holding Statement for Traders
Web Stories: ICICI Direct: Download Holding Statement for Traders
Official Income Tax Return filing website: https://incometaxindia.gov.in/
by Shakshi Bharti | Jun 24, 2024 | Income Tax
Important Keyword: F&O Trading, Intraday, Speculative Income, Trading Income.
Open a trading account online on Kotak Securities
You can open a Kotak Securities account completely online. The transformation of stock markets from an open outcry system to an electronic system has made trading more efficient and accessible. A trading account serves as an investment account that holds your cash or securities electronically and allows you to buy or sell these securities in the stock market. Stock traders use online trading platforms to trade various instruments such as shares, securities, commodities, and currencies.
For income tax purposes, earnings from activities like Equity Intraday, Equity Futures & Options (F&O), Commodity Trading, and Currency Trading are classified as Business Income.
Steps to open a trading account online on Kotak Securities
- Visit the Kotak Securities website.
You can access it from here. - Fill in your details.
Such as your Name, Mobile Number and City. - Click on Open an account now
As seen below:
![kotak securities account open](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSI5OTkiIGhlaWdodD0iNzM3IiB2aWV3Qm94PSIwIDAgOTk5IDczNyI+PHJlY3Qgd2lkdGg9IjEwMCUiIGhlaWdodD0iMTAwJSIgc3R5bGU9ImZpbGw6I2NmZDRkYjtmaWxsLW9wYWNpdHk6IDAuMTsiLz48L3N2Zz4=)
- A sales representative from Kotak Securities will contact you on your registered number.
They will take it from there.
![Kotak securities trading account](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxMzAzIiBoZWlnaHQ9IjY2OSIgdmlld0JveD0iMCAwIDEzMDMgNjY5Ij48cmVjdCB3aWR0aD0iMTAwJSIgaGVpZ2h0PSIxMDAlIiBzdHlsZT0iZmlsbDojY2ZkNGRiO2ZpbGwtb3BhY2l0eTogMC4xOyIvPjwvc3ZnPg==)
- During the IPV there are documents required by the sales representative.
These include:
– Self-attested PAN copy;
– Self-attested Aadhaar copy;
– Passport size photo;
– Bank account details that are to be linked with the Demat account;
– And, the signature of the account holder will also be required. - Once these documents are verified your account will open.
You will receive a confirmation for the same.
Read More: Open a trading account online on ICICI Direct
Web Stories: Open a trading account online on ICICI Direct
Official Income Tax Return filing website: https://incometaxindia.gov.in/
by Shakshi Bharti | Jun 23, 2024 | Income Tax
Important keyword: F&O Trading, Intraday, Speculative Income, Trading Income.
Open a trading account online on Axis Direct
Opening a trading account online with Axis Direct is straightforward. The evolution of stock markets from open outcry systems to electronic platforms has made trading more accessible and efficient. A trading account serves as an electronic investment account where you can securely hold cash or securities and execute buy or sell orders for various instruments such as shares, securities, commodities, and currencies through online trading platforms.
For tax purposes, income earned from trading activities like Equity Intraday, Equity Futures & Options (F&O), Commodity Trading, and Currency Trading is categorized as Business Income.
Steps to open a trading account online on Axis Direct
- Visit the Axis Direct website
You can access it here. - Click on Open a new Account
Fill in your personal details such as:
-Mobile number
-Email id
-Name
-City - Click on Get OTP on mobile
As seen below:
![axis login](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxMDQ1IiBoZWlnaHQ9IjY3OSIgdmlld0JveD0iMCAwIDEwNDUgNjc5Ij48cmVjdCB3aWR0aD0iMTAwJSIgaGVpZ2h0PSIxMDAlIiBzdHlsZT0iZmlsbDojY2ZkNGRiO2ZpbGwtb3BhY2l0eTogMC4xOyIvPjwvc3ZnPg==)
- Fill your basic details
Click on Proceed to personal details.
![axis pan details](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxMDkxIiBoZWlnaHQ9IjYzMyIgdmlld0JveD0iMCAwIDEwOTEgNjMzIj48cmVjdCB3aWR0aD0iMTAwJSIgaGVpZ2h0PSIxMDAlIiBzdHlsZT0iZmlsbDojY2ZkNGRiO2ZpbGwtb3BhY2l0eTogMC4xOyIvPjwvc3ZnPg==)
- Fill in your personal details
Enter your PAN and DOB
![axis pan details](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxMDk3IiBoZWlnaHQ9IjU5OSIgdmlld0JveD0iMCAwIDEwOTcgNTk5Ij48cmVjdCB3aWR0aD0iMTAwJSIgaGVpZ2h0PSIxMDAlIiBzdHlsZT0iZmlsbDojY2ZkNGRiO2ZpbGwtb3BhY2l0eTogMC4xOyIvPjwvc3ZnPg==)
- Click on Proceed
Add your address and Confirm
![axis details](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSI5ODMiIGhlaWdodD0iNzIzIiB2aWV3Qm94PSIwIDAgOTgzIDcyMyI+PHJlY3Qgd2lkdGg9IjEwMCUiIGhlaWdodD0iMTAwJSIgc3R5bGU9ImZpbGw6I2NmZDRkYjtmaWxsLW9wYWNpdHk6IDAuMTsiLz48L3N2Zz4=)
- Fill Your Details in Personal Details
Fill all compulsory details
![axis personal details B](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxMDI5IiBoZWlnaHQ9IjY5MSIgdmlld0JveD0iMCAwIDEwMjkgNjkxIj48cmVjdCB3aWR0aD0iMTAwJSIgaGVpZ2h0PSIxMDAlIiBzdHlsZT0iZmlsbDojY2ZkNGRiO2ZpbGwtb3BhY2l0eTogMC4xOyIvPjwvc3ZnPg==)
- You need to add a few more additional details
Add the details and click on Proceed to Bank Details
![axis personal details BB](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSI4NTEiIGhlaWdodD0iNzQ1IiB2aWV3Qm94PSIwIDAgODUxIDc0NSI+PHJlY3Qgd2lkdGg9IjEwMCUiIGhlaWdodD0iMTAwJSIgc3R5bGU9ImZpbGw6I2NmZDRkYjtmaWxsLW9wYWNpdHk6IDAuMTsiLz48L3N2Zz4=)
- Fill in your Bank Details
-Bank name
-Bank account number
-IFSC Code
-Confirm bank account number
Click on Proceed.
![Axis bank details](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxMDA3IiBoZWlnaHQ9IjY0MSIgdmlld0JveD0iMCAwIDEwMDcgNjQxIj48cmVjdCB3aWR0aD0iMTAwJSIgaGVpZ2h0PSIxMDAlIiBzdHlsZT0iZmlsbDojY2ZkNGRiO2ZpbGwtb3BhY2l0eTogMC4xOyIvPjwvc3ZnPg==)
- Choose an Axis Direct plan
As per your requirement, select the necessary segments that you want to trade-in
![Axis direct plans](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxMDQ3IiBoZWlnaHQ9IjY4NyIgdmlld0JveD0iMCAwIDEwNDcgNjg3Ij48cmVjdCB3aWR0aD0iMTAwJSIgaGVpZ2h0PSIxMDAlIiBzdHlsZT0iZmlsbDojY2ZkNGRiO2ZpbGwtb3BhY2l0eTogMC4xOyIvPjwvc3ZnPg==)
- . Click on Make Payment
And continue
![axis payment](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSI5NDMiIGhlaWdodD0iNzMzIiB2aWV3Qm94PSIwIDAgOTQzIDczMyI+PHJlY3Qgd2lkdGg9IjEwMCUiIGhlaWdodD0iMTAwJSIgc3R5bGU9ImZpbGw6I2NmZDRkYjtmaWxsLW9wYWNpdHk6IDAuMTsiLz48L3N2Zz4=)
- Choose the payment method
And make the payment - Upload all the required documents.
E-sign using Aadhaar. Enter your Aadhaar number and click on send OTP.
![aadhaar esign otp](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxNTkxIiBoZWlnaHQ9IjY0MSIgdmlld0JveD0iMCAwIDE1OTEgNjQxIj48cmVjdCB3aWR0aD0iMTAwJSIgaGVpZ2h0PSIxMDAlIiBzdHlsZT0iZmlsbDojY2ZkNGRiO2ZpbGwtb3BhY2l0eTogMC4xOyIvPjwvc3ZnPg==)
- Enter your OTP
Click on verify OTP
![verify otp angel broking](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxNTg3IiBoZWlnaHQ9IjY3MyIgdmlld0JveD0iMCAwIDE1ODcgNjczIj48cmVjdCB3aWR0aD0iMTAwJSIgaGVpZ2h0PSIxMDAlIiBzdHlsZT0iZmlsbDojY2ZkNGRiO2ZpbGwtb3BhY2l0eTogMC4xOyIvPjwvc3ZnPg==)
- A Power of Attorney (POA) Document will be sent to your email address
Click on Finish
![axis direct power of attorney](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxMTc5IiBoZWlnaHQ9IjY4MSIgdmlld0JveD0iMCAwIDExNzkgNjgxIj48cmVjdCB3aWR0aD0iMTAwJSIgaGVpZ2h0PSIxMDAlIiBzdHlsZT0iZmlsbDojY2ZkNGRiO2ZpbGwtb3BhY2l0eTogMC4xOyIvPjwvc3ZnPg==)
- Sign your POA documents
Courier it to the respective address - Your Demat account will be activated after you send your POA documents
The process is complete
Read More: Kotak Securities: Download Holding Statement for Traders
Web Stories: Kotak Securities: Download Holding Statement for Traders
Official Income Tax Return filing website: https://incometaxindia.gov.in/
by Shakshi Bharti | Jun 23, 2024 | Income Tax
Important keyword: F&O Trading, P&L Statement, Speculative Income, Trading Income.
Download Ledger from Kotak Securities
Kotak Securities allows you to download your Tradebook or Ledger from their trading portal. A Ledger or Tradebook contains all the transactions made in the stock market from a trading account. This includes all segments such as Equity, Futures, Options, etc. A trading ledger is essentially the same as a Tradebook. These ledgers are also used to prepare a Profit & Loss statement for income tax purposes on trading activities for a specific financial year.
Steps to download the Ledger
- Log in to your Kotak Securities portal
You can do it from here.
![login to Kotak securities](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxMTkzIiBoZWlnaHQ9IjY1MyIgdmlld0JveD0iMCAwIDExOTMgNjUzIj48cmVjdCB3aWR0aD0iMTAwJSIgaGVpZ2h0PSIxMDAlIiBzdHlsZT0iZmlsbDojY2ZkNGRiO2ZpbGwtb3BhY2l0eTogMC4xOyIvPjwvc3ZnPg==)
- Go to Services
Next, click on Account services
![kotak securities account services](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxNTk3IiBoZWlnaHQ9Ijc1MyIgdmlld0JveD0iMCAwIDE1OTcgNzUzIj48cmVjdCB3aWR0aD0iMTAwJSIgaGVpZ2h0PSIxMDAlIiBzdHlsZT0iZmlsbDojY2ZkNGRiO2ZpbGwtb3BhY2l0eTogMC4xOyIvPjwvc3ZnPg==)
- Click on View my ledger
From the Options
![kotak securities ledger](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSI4OTMiIGhlaWdodD0iNDg5IiB2aWV3Qm94PSIwIDAgODkzIDQ4OSI+PHJlY3Qgd2lkdGg9IjEwMCUiIGhlaWdodD0iMTAwJSIgc3R5bGU9ImZpbGw6I2NmZDRkYjtmaWxsLW9wYWNpdHk6IDAuMTsiLz48L3N2Zz4=)
- Select the necessary filters and Click on Go
Click on NSE for details
![kotak ledger entries](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxMDQ3IiBoZWlnaHQ9IjY4MyIgdmlld0JveD0iMCAwIDEwNDcgNjgzIj48cmVjdCB3aWR0aD0iMTAwJSIgaGVpZ2h0PSIxMDAlIiBzdHlsZT0iZmlsbDojY2ZkNGRiO2ZpbGwtb3BhY2l0eTogMC4xOyIvPjwvc3ZnPg==)
- You can now view your Ledger Entries
From here.
Read More: Open a trading account online on Sharekhan
Web Stories: Open a trading account online on Sharekhan
Official Income Tax Return filing website: https://incometaxindia.gov.in/