Angel One Trading & Demat Account Referral Program
Partner Reward: Earn ₹200
How to Earn
Program Objective
Refer customers to open an Angel One Trading & Demat Account and complete the entire onboarding process. Rewards are processed once the account is successfully verified.
Important Guidelines
- Refer only customers who are genuinely interested in investing in the stock market.
- At least a portion of referred customers should complete account activation and begin investing.
- Customers must be new Angel One users and should not have an existing Angel One account.
- Do not create multiple accounts on the same device.
- Ensure all information matches the customer’s official documents.
Account Opening Process
Step 1: Share Your Referral Link
Send your unique referral link and ask the customer to begin the application through that link.
Step 2: Register the Account
The customer should:
- Enter their mobile number.
- Verify the OTP received on their phone.
- Create their Angel One account.
Step 3: Complete Personal Verification
Applicants should provide:
- PAN Card details
- Date of Birth
- Basic personal information
Step 4: Verify Identity
Complete identity verification by:
- Capturing a live selfie
- Uploading the required KYC documents
- Completing digital verification
Step 5: Upload Required Documents
Customers should upload:
- PAN Card
- Aadhaar Card
- Address Proof
- Bank Statement or recent Salary Slip (if required)
Step 6: Link Bank Account
Provide bank account details to enable seamless investment transactions.
Step 7: Choose Trading Preferences
Applicants can select their preferred trading and investment options based on their financial goals.
Step 8: Complete Digital Verification
Finish the digital account opening process and submit the application for review.
Step 9: Account Activation
After successful verification, the Trading & Demat Account will be activated. Referral rewards are processed according to the program’s terms after successful account approval.
Documents Required
Applicants should keep the following ready:
- PAN Card
- Aadhaar Card
- Valid Address Proof
- Bank Statement (last 6 months) or recent Salary Slip (if requested)
Customer Eligibility
Applicants should generally meet these requirements:
- Must be 18 years or older
- Must be an Indian resident
- Must be a new Angel One customer
- Must have valid PAN and Aadhaar details
Final approval is subject to verification by Angel One.
Product Overview
The Angel One Trading & Demat Account is a digital investment platform that enables investors to buy, sell, and hold stocks, ETFs, mutual funds, IPOs, and other market securities through a secure online trading experience with paperless account opening.
Key Customer Benefits
Quick Digital Onboarding
- Fully online account opening
- Fast digital verification
- Paperless KYC process
Easy Investing
- Invest in stocks, mutual funds, ETFs, and IPOs
- Buy and sell shares anytime
- Access multiple investment opportunities from one platform
Convenient Portfolio Management
- Hold securities digitally
- Track investments in real time
- Manage your portfolio through web and mobile apps
Competitive Trading Experience
- User-friendly trading platform
- Advanced investment tools
- Suitable for both beginners and experienced investors
Common Reasons for Application Rejection
Applications may not qualify if:
- The Demat Account is not successfully opened.
- The referral cannot be tracked.
- The applicant already has an Angel One account.
- Required documents are incomplete or incorrect.
- KYC verification remains incomplete.
- Multiple accounts are created from the same device.
Ideal Customer Profile
This account is suitable for:
- First-time investors
- Stock market beginners
- Salaried professionals
- Self-employed individuals
- Long-term investors
- Active traders
- Anyone interested in digital investing
Referral Best Practices
- Share your referral link only with genuine investors.
- Ensure customers complete the onboarding process in one session.
- Verify that PAN, Aadhaar, and personal details are accurate.
- Remind customers to complete KYC and document uploads.
- Follow up until the account is successfully activated.
- Refer only eligible new users to improve approval rates and referral earnings.