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Demat Services

Open and manage your Demat account seamlessly. Start investing in stocks, bonds and ETFs with expert guidance at every step.

Overview

A Demat account holds your shares, bonds, ETFs and other securities in electronic form — it's the gateway to participating in the stock market, applying for IPOs, and holding instruments like NCDs, RBI Bonds and Sovereign Gold Bonds.

We assist with account opening, documentation and KYC so the process is smooth, and we're available to answer the practical questions that come up once your account is live — corporate actions, statements, nomination and more.

Key Benefits

Why It Belongs In Your Plan

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Guided Account Opening

We walk you through the paperwork and KYC so your Demat and trading account is activated without back-and-forth delays.

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Linked Trading Account

Get your Demat account linked with a trading account so you can buy and sell securities in one seamless flow.

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IPO Access

Hold a Demat account to apply for IPOs and receive share allotments directly into your holdings.

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Hold Bonds & Gold

Use the same account to hold NCDs, RBI Bonds, and Sovereign Gold Bonds alongside your equity holdings.

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Nomination Support

We help you set up nomination correctly so your holdings pass smoothly to your family when needed.

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Ongoing Support

Questions about corporate actions, statements or transfers? We're a call away even after the account is opened.

How We Help You

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Hassle-Free Onboarding We simplify the documentation so you're not stuck deciphering forms on your own.
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One Point of Contact Instead of navigating a call centre, you have a local advisor who knows your account and your goals.
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Connected to Your Broader Plan Your Demat holdings are viewed as part of your overall portfolio, not an isolated account.

"Opening my Demat account felt intimidating until AD Investments walked me through every step. I was investing in my first IPO within a week."

A
Ankit Verma
IT Professional, Lucknow
Common Questions

Frequently Asked

What documents do I need to open a Demat account?
Typically PAN card, Aadhaar, a cancelled cheque or bank statement, a passport-size photo, and your signature — we'll confirm the exact current requirements when you start.
Is there a minimum balance required?
No, Demat accounts don't require you to maintain a minimum securities balance, though annual maintenance charges (AMC) typically apply.
Can I have more than one Demat account?
Yes, individuals can hold multiple Demat accounts across different depository participants if needed.
What happens to my Demat holdings if something happens to me?
This is exactly why nomination matters — with a valid nomination or will, your holdings transfer to your nominee/legal heir through a defined process.

Book a Free Demat Services

Talk to us for free. No commitments. We'll review your financial situation and show you exactly how to move forward — step by step.

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Call Us +91 73790 08786
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WhatsApp Message us anytime
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Location Lucknow, Uttar Pradesh

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Risk Factors — Investments in securities and the securities market are subject to market risks. Please read all related offer documents / issue documents carefully before investing. Past performance is not indicative of future returns. There is no assurance or guarantee of returns on any product mentioned on this page. AD Investments acts as a distributor and does not provide investment advice unless separately agreed; please consult your financial advisor before taking any investment decision.