Account Opening on WebNotes

How to open a PPFAS SelfInvest direct-plan account

Sun, 17 May 2026 00:00:00 +0000

SelfInvest is PPFAS’s own investor portal at selfinvest.ppfas.com, and it is the only route for direct-plan transactions through the AMC itself. Every aggregator (Groww, Kuvera, ET Money, INDmoney, Angel One, Paytm Money) sells the same direct-plan units, but those routes hold the folio at CAMS and route everything through their dashboard. SelfInvest holds the same folio at CAMS but gives you the AMC-side dashboard, the CashFlex T+0 Liquid Fund redemption, and the cleanest single-AMC view. Registration is a one-time setup; once done, every subsequent transaction (lump-sum, SIP , STP , SWP , redemption) flows through the same account.

How to activate commodity segment on Zerodha

Tue, 12 May 2026 00:00:00 +0000

This guide explains how to activate the commodity futures and options segment (MCX) on an existing Zerodha account, covering the income proof requirement, the structure of Zerodha’s commodity membership, and the distinct features of commodity trading compared to equity.

Step-by-step procedure

Step 1: Understand the commodity segment structure

Zerodha’s commodity segment operates through its SEBI-registered commodity broking entity, which holds membership of the Multi Commodity Exchange (MCX) and the National Commodity and Derivatives Exchange (NCDEX). The Zerodha commodity segment overview describes the instruments available, including:

How to activate currency segment on Zerodha

Tue, 12 May 2026 00:00:00 +0000

This guide explains how to activate the currency derivatives segment on an existing Zerodha account, enabling trading in currency futures and options on the NSE and BSE currency platforms.

Prerequisites

An active Zerodha trading and demat account with the equity segment enabled.
Income proof: the latest ITR acknowledgement, three months of salary slips, six months of bank statement, or a Chartered Accountant-issued net worth certificate.
Understanding that currency derivatives on NSE/BSE are cash-settled, based on the RBI reference rate for the respective currency pair, and are not the same as forex spot trading or international remittances. SEBI and RBI regulations prohibit speculative currency derivatives positions that are not backed by an underlying hedging need, though this restriction is enforced at the portfolio level rather than at individual trade entry.
NRI accounts are restricted from currency derivatives trading under FEMA. Resident Indians with currency exposure (import/export businesses, foreign loan obligations) are the primary eligible users, though retail participation is also permitted within SEBI-specified position limits.

Step-by-step procedure

Step 1: Understand what the currency segment offers

The currency derivatives segment on NSE (NSE-CX) and BSE (BSE-CX) provides access to:

How to activate F&O segment on Zerodha

Tue, 12 May 2026 00:00:00 +0000

This guide explains how to activate the equity futures and options (F&O) segment on an existing Zerodha trading account, covering the income proof documents accepted, the online activation flow, and the timeline for segment enablement.

Step-by-step procedure

Step 1: Log in to Console

Go to console.zerodha.com and log in with the Zerodha user ID and password. Console is the back-office portal where account-level settings, statements, and segment management are handled. The segment activation feature is not available directly from the Kite trading platform.

How to add a nominee on Zerodha

Tue, 12 May 2026 00:00:00 +0000

This guide explains how to add one or more nominees to a Zerodha demat and trading account through the Console back-office portal, covering the SEBI mandate on nominee registration, the details required for each nominee, and the Aadhaar e-sign process.

Step-by-step procedure

Step 1: Understand the nominee rules under SEBI

SEBI issued a circular in 2022 requiring all demat account holders to either register a nominee or explicitly opt out of nomination. Accounts that did neither were frozen for debit transactions (i.e., selling securities or making transfers was blocked, though dividend credits continued).

How to complete Zerodha KYC online

Tue, 12 May 2026 00:00:00 +0000

This guide walks through the online KYC (Know Your Customer) process for opening an individual Zerodha account, covering every verification step from PAN entry to the final Aadhaar e-sign of account documents.

Step-by-step procedure

Navigate to zerodha.com or open the Zerodha Kite app. Click or tap Sign up. Enter the 10-digit mobile number to which Zerodha will send a one-time password. Enter the OTP and proceed to the account type selection screen. Choose “Individual” as the account type.

How to convert PoA to DDPI on Zerodha

Tue, 12 May 2026 00:00:00 +0000

This guide explains how to transition an existing Power of Attorney (PoA) registered with Zerodha to the Demat Debit and Pledge Instruction (DDPI) introduced by SEBI in 2022, covering the regulatory background, the practical differences between the two instruments, and the specific steps on Zerodha’s Console platform.

Step-by-step procedure

Step 1: Understand the PoA-to-DDPI transition

The older PoA framework was introduced by brokers as a mechanism to simplify the debit of securities for sell order settlement. Without a PoA or DDPI, each debit requires a separate Electronic Delivery Instruction Slip (eDIS) authorised by the client.

How to do Zerodha IPV (in-person verification) via video

Tue, 12 May 2026 00:00:00 +0000

This guide explains how to complete the mandatory in-person verification (IPV) step during Zerodha account opening using the video-based verification feature, as required by SEBI for all new broker-client relationships in India.

Step-by-step procedure

Step 1: Understand the IPV requirement

SEBI mandates in-person verification for all new trading and demat account relationships. The objective is to confirm that the person applying is the same individual whose documents were submitted. Zerodha fulfils this through an automated video verification session, which is recorded and retained by Zerodha for compliance purposes.

How to fix a stuck KYC at Zerodha

Tue, 12 May 2026 00:00:00 +0000

This guide provides specific troubleshooting steps for each stage of the Zerodha KYC process, covering why each step fails and what to do to resolve it, for both new account opening and KYC update (re-KYC) situations.

Step-by-step procedure

Step 1: Identify the stuck step

Log in to zerodha.com/open-account or follow the resume link from the Zerodha sign-up email. The status page shows a numbered progress indicator with the current incomplete step highlighted. Note the step name before proceeding to the relevant fix below.

How to open a Zerodha corporate account

Tue, 12 May 2026 00:00:00 +0000

This guide details how a registered company or corporate entity can open a demat and trading account with Zerodha, covering the board resolution requirement, document checklist, and segment restrictions applicable to corporate accounts.

Prerequisites

The company must be registered under the Companies Act, 2013 (or Companies Act, 1956 for older entities) and have a valid Certificate of Incorporation.
The Memorandum of Association (MOA) or Articles of Association (AOA) must permit the company to invest in or trade securities. If not, a special resolution amending the objects clause is required before opening the account.
A valid company PAN card is required. The company PAN is separate from the PAN of the directors.
A board resolution specifically authorising the opening of a Zerodha demat and trading account must be passed before submitting the application.
A corporate current account in the company’s name at a scheduled bank serves as the settlement account. Individual or savings accounts of directors cannot be used.
Physical forms must be submitted; the online eKYC route is not available for corporate entities.

Step-by-step procedure

Step 1: Confirm eligibility and check MOA objects clause

Before preparing any documents, have a company secretary or chartered accountant review the MOA and AOA to confirm:

How to open a Zerodha HUF account

Tue, 12 May 2026 00:00:00 +0000

This guide explains how a Karta can open a demat and trading account in the name of a Hindu Undivided Family (HUF) with Zerodha, covering documentation, the HUF declaration deed, and segment eligibility.

Step-by-step procedure

Step 1: Obtain HUF PAN and HUF bank account

Before approaching Zerodha, the HUF must have two things in place:

How to open a Zerodha minor demat account

Tue, 12 May 2026 00:00:00 +0000

This guide explains how a parent or legal guardian can open a demat account for a minor child with Zerodha, including the documents required, the operating restrictions during minority, and the steps needed when the minor attains the age of majority.

Step-by-step procedure

Step 1: Confirm age and guardian eligibility

A minor is any person below 18 years of age. The guardian who will operate the Zerodha account must be:

How to open a Zerodha NRI account

Tue, 12 May 2026 00:00:00 +0000

This guide explains how a non-resident Indian (NRI) can open a Zerodha NRI demat and trading account, covering both the Portfolio Investment Scheme (PIS) route through an NRE account and the non-PIS route through an NRO account.

Step-by-step procedure

Step 1: Choose PIS or non-PIS route

The first decision is which regulatory route to use for equity trading in India.

How to open a Zerodha partnership or LLP account

Tue, 12 May 2026 00:00:00 +0000

This guide covers opening a demat and trading account with Zerodha for a registered partnership firm or Limited Liability Partnership (LLP), including the documentation required for both entity types and the authorisation steps that precede account activation.

Step-by-step procedure

Step 1: Confirm the deed or agreement permits securities trading

Partnership deeds and LLP agreements define the scope of business activities the firm may undertake. Before applying to Zerodha, verify with the firm’s legal adviser that investment or trading in listed securities is covered by the deed or agreement.

How to opt out of nomination on Zerodha

Tue, 12 May 2026 00:00:00 +0000

This guide explains how to formally declare the opt-out of nomination for a Zerodha demat account, as required by SEBI’s 2022 circular that mandates all demat account holders either register a nominee or submit a signed opt-out declaration.

Prerequisites

An active Zerodha demat and trading account.
The Aadhaar number of the account holder and access to the Aadhaar-registered mobile number for OTP receipt.
Understanding that opting out does not designate any person to receive the securities in the event of the account holder’s death. The securities will be distributed to legal heirs through the court or succession process, which is typically longer and more document-intensive than a nomination-based transmission. This is an informational note, not a recommendation; the account holder is free to opt out if they choose.
Joint demat accounts: each joint holder must complete their own opt-out or nominee registration separately, depending on the depository’s instructions and Zerodha’s implementation. Confirm the requirement for joint accounts with Zerodha support.

Step-by-step procedure

Step 1: Understand the SEBI opt-out mechanism

SEBI’s circular (SEBI/HO/MIRSD/MIRSD-PoD-1/P/CIR/2022/186, November 2022) gave demat account holders a choice:

How to re-KYC an existing Zerodha account

Tue, 12 May 2026 00:00:00 +0000

This guide explains how to complete a KYC renewal (re-KYC) for an existing Zerodha demat and trading account, covering the regulatory requirement, the documents needed, and the online process through Console.

Step-by-step procedure

Step 1: Understand why re-KYC is required

SEBI’s Prevention of Money Laundering (Maintenance of Records) Rules, 2005, and SEBI circular on Know Your Customer standards require intermediaries (including stockbrokers and depository participants) to periodically re-verify client identity and address information. This is called periodic KYC update or re-KYC.

How to sign DDPI on Zerodha

Tue, 12 May 2026 00:00:00 +0000

This guide explains how to sign the Demat Debit and Pledge Instruction (DDPI) on Zerodha, what it replaces, and the practical benefit for equity delivery sell orders.

Prerequisites

An active Zerodha demat and trading account with the equity delivery segment enabled.
Access to the Aadhaar-registered mobile number for the OTP required during e-sign.
Understanding of what the DDPI authorises: it is a standing instruction that permits Zerodha to debit (transfer out) securities from the demat account solely for the purpose of settling sell orders that the account holder has placed. The DDPI does not give Zerodha blanket authority over the demat account; the scope is limited to settlement of client-initiated sell transactions.
DDPI signing is optional. Without it, every sell order on an equity delivery holding requires the account holder to separately authorise the debit via CDSL’s TPIN (a 6-digit PIN) or the CDSL eDIS system at the time of the trade. DDPI signing eliminates this per-trade authorisation step.

Step-by-step procedure

Step 1: Understand the DDPI and what it replaces

Prior to the DDPI framework introduced by SEBI in 2022, brokers used a Power of Attorney (PoA) document that gave them broad authority over the client’s demat account, including pledging and off-market transfers in some cases. Concerns about PoA misuse led SEBI to introduce the DDPI as a more restricted instrument.

How to track Zerodha account opening status

Tue, 12 May 2026 00:00:00 +0000

This guide explains how to check the status of a Zerodha account opening application, interpret the status messages at each stage, and take corrective action if the application is delayed or stuck.

Step-by-step procedure

Step 1: Understand the account opening stages

A Zerodha account application goes through several stages before it is activated. For an individual online application (resident Indian), the stages are:

How to update a nominee on Zerodha

Tue, 12 May 2026 00:00:00 +0000

This guide explains how to modify an existing nominee registration on a Zerodha demat account, whether the change involves correcting nominee details, changing the nominee entirely, adjusting allocation percentages, or adding a guardian for a newly minored nominee.

Step-by-step procedure

Step 1: Log in to Console and locate the Nomination section

Go to console.zerodha.com and log in. Click Account in the top navigation and select Profile. Scroll to the Nomination section. Currently registered nominees are listed here with their name, relationship, allocation percentage, and registration date.

How to upload signature and photo for Zerodha

Tue, 12 May 2026 00:00:00 +0000

This guide explains how to prepare and upload a photograph and specimen signature for a Zerodha account opening or KYC update, including the specific format, size, and quality requirements Zerodha accepts.

Step-by-step procedure

Step 1: Prepare the signature on paper

Take a clean, unlined sheet of white paper. Using a dark blue or black ballpoint or gel pen, sign your name exactly as you would sign a bank cheque or legal document. This signature becomes your specimen signature on file with Zerodha and the depository.

How to verify PAN and Aadhaar e-sign with Zerodha

Tue, 12 May 2026 00:00:00 +0000

This guide covers the PAN verification and Aadhaar-based electronic signature (e-sign) steps during Zerodha account opening, explaining the technical process, the legal significance of the e-sign, and the common failure points with their solutions.

Step-by-step procedure

Step 1: Enter PAN and date of birth

At the beginning of the Zerodha sign-up flow (zerodha.com/open-account), the first data entry screen asks for:

Account Opening on WebNotes

How to open a PPFAS SelfInvest direct-plan account

How to activate commodity segment on Zerodha

Step-by-step procedure

Step 1: Understand the commodity segment structure

How to activate currency segment on Zerodha

Step-by-step procedure

Step 1: Understand what the currency segment offers

How to activate F&O segment on Zerodha

Step-by-step procedure

Step 1: Log in to Console

How to add a nominee on Zerodha

Step-by-step procedure

Step 1: Understand the nominee rules under SEBI

How to complete Zerodha KYC online

Step-by-step procedure

Step 1: Begin the sign-up process

How to convert PoA to DDPI on Zerodha

Step-by-step procedure

Step 1: Understand the PoA-to-DDPI transition

How to do Zerodha IPV (in-person verification) via video

Step-by-step procedure

Step 1: Understand the IPV requirement

How to fix a stuck KYC at Zerodha

Step-by-step procedure

Step 1: Identify the stuck step

How to open a Zerodha corporate account

Step-by-step procedure

Step 1: Confirm eligibility and check MOA objects clause

How to open a Zerodha HUF account

Step-by-step procedure

Step 1: Obtain HUF PAN and HUF bank account

How to open a Zerodha minor demat account

Step-by-step procedure

Step 1: Confirm age and guardian eligibility

How to open a Zerodha NRI account

Step-by-step procedure

Step 1: Choose PIS or non-PIS route

How to open a Zerodha partnership or LLP account

Step-by-step procedure

Step 1: Confirm the deed or agreement permits securities trading

How to opt out of nomination on Zerodha

Step-by-step procedure

Step 1: Understand the SEBI opt-out mechanism

How to re-KYC an existing Zerodha account

Step-by-step procedure

Step 1: Understand why re-KYC is required

How to sign DDPI on Zerodha

Step-by-step procedure

Step 1: Understand the DDPI and what it replaces

How to track Zerodha account opening status

Step-by-step procedure

Step 1: Understand the account opening stages

How to update a nominee on Zerodha

Step-by-step procedure

Step 1: Log in to Console and locate the Nomination section

How to upload signature and photo for Zerodha

Step-by-step procedure

Step 1: Prepare the signature on paper

How to verify PAN and Aadhaar e-sign with Zerodha

Step-by-step procedure

Step 1: Enter PAN and date of birth