Complete your account opening in just a few simple steps. Our fully digital, paperless process gets you trading-ready in minutes — not days.
Powered by Mirae Asset Sharekhan — a fully SEBI registered broker
Instant digital verification — no paperwork required
256-bit SSL encryption protects all your data
Personal relationship manager guides you through every step
Gather these essentials for a smooth and interruption-free account opening experience.
Active mobile number linked to your Aadhaar for OTP verification
Valid PAN card — mandatory for all investment accounts in India
Active savings account with a cancelled cheque or bank statement
Required for e-Sign and digital verification via DigiLocker
Active email for account communications and contract notes
ITR / Salary slip — needed only if you want F&O / Derivatives trading
Follow these 13 simple steps to open your investment account. Each step is quick, secure, and completely digital.
Visit the OTM website or click the "Open Account" button on this page. You'll be redirected to the secure Mirae Asset Sharekhan registration portal where your account opening journey begins.
Enter your active mobile number to create your account. You'll receive a One-Time Password (OTP) on your phone. Enter this OTP to verify and authenticate your mobile number instantly.
Enter your email address to link it to your investment account. A verification OTP will be sent to your email inbox. Enter the code to confirm your email identity.
Enter your Permanent Account Number (PAN) to link your tax identity. The system will auto-fetch your name and date of birth from the PAN database for instant verification.
Take a clear selfie photo using your device's camera. This is used for In-Person Verification (IPV) as required by SEBI regulations. Ensure good lighting and a clear background.
Choose the segments you want to trade in. You can select from Equity, Derivatives (F&O), Currency, Commodity, and more. Customize your trading preferences based on your investment goals.
If you've selected F&O / Derivative segments, you'll need to upload income proof as per SEBI guidelines. This is required to verify your financial capability for derivatives trading.
Connect your bank account for seamless fund transfers. This is where your deposits and withdrawals will be routed securely.
Enter your bank account number, IFSC code, and account holder name. The system may use penny-drop verification or NPCI validation to confirm your bank details are correct and active.
Upload a clear image of your cancelled cheque leaf. This serves as proof of your bank account and is required for regulatory compliance. If you don't have a cheque book, a recent bank statement showing your account details can be used as an alternative.
Fill in your personal details to complete your investment profile. This includes your address, occupation, annual income range, trading experience, and other details required for regulatory compliance.
Draw or upload your signature digitally. This signature will be used on all your official trading documents and will serve as your authorized signature for your investment account.
Designate a nominee for your investment account. In case of any unforeseen circumstances, the nominee will be the authorized person to claim the assets in your account.
This is the final verification step. Your application form will be presented for review. Once you confirm, an Aadhaar-based OTP will be sent to your Aadhaar-linked mobile number for digitally signing the application.
Congratulations! Your Demat & Trading account is now active. Add funds to your account via UPI, Net Banking, or NEFT/RTGS and begin your investment journey with OTM.
Our dedicated relationship managers are available to guide you through every step of the account opening process. Reach out to us anytime.
