Stocko Demat Account

Partner Reward: Earn ₹350

How to Earn

Program Objective

Refer customers to open a Stocko Demat & Trading Account and complete their first eligible trade. Once the account is verified and the first trade is completed, the referral reward will be processed.

Important Guidelines

• Refer customers who are genuinely interested in investing.
• Ensure the customer opens the account using your referral link.
• All information must match the customer’s official documents.
• The customer must complete their first trade as per the program requirements.

Account Opening Process

Step 1: Share Your Referral Link

Send your unique referral link to the customer and ask them to begin the registration through that link.

Step 2: Register the Account

The customer should:

• Open the referral link.
• Enter their mobile number.
• Verify the OTP received.
• Complete the basic registration.

Step 3: Enter Personal Information

Applicants should provide:

• Full Name
• Mobile Number
• Email Address
• PAN Card Number

Step 4: Complete Identity Verification

The customer should:

• Complete Aadhaar-based eKYC.
• Verify identity using OTP authentication.

Step 5: Upload Required Documents

Upload clear copies of:

• PAN Card
• Aadhaar Card or valid Address Proof
• Bank Proof (Cancelled Cheque or Bank Statement)
• Passport-size Photograph (if required)
• Signature image (if required)

Step 6: Link Bank Account

Add and verify the customer’s bank account details for seamless transactions.

Step 7: Complete Aadhaar eSign

Digitally sign the account opening form using Aadhaar-based eSign and submit the application.

Step 8: Start Investing

After successful account activation, the customer should complete the required first trade to become eligible under the referral program.

Documents Required

Applicants should keep the following ready:

• PAN Card
• Aadhaar Card
• Valid Address Proof
• Bank Statement or Cancelled Cheque
• Passport-size Photograph (if requested)
• Signature Image (if requested)

Customer Eligibility

Applicants should generally meet these requirements:

• Must be 18 years or older
• Must be an Indian resident
• Must have a valid PAN Card
• Must have an Aadhaar-linked mobile number
• Must complete digital KYC successfully

Final approval is subject to Stocko’s verification process.

Product Overview

The Stocko Demat & Trading Account is a digital investment platform that allows users to invest in equities, IPOs, ETFs, mutual funds, derivatives, commodities, and other financial instruments. The platform offers a fully online account opening process with competitive brokerage and secure investing tools.

Key Customer Benefits

Simple Digital Onboarding

• Fully online account opening
• Quick paperless KYC
• Secure Aadhaar-based verification

Multiple Investment Options

• Invest in Stocks
• IPOs
• Mutual Funds
• ETFs
• Equity, F&O, Commodity, and Currency markets

Cost-Effective Trading

• Competitive brokerage plans
• Fast trade execution
• Easy portfolio management

Secure Investment Platform

• Digital document verification
• Secure online transactions
• Convenient account management through web and mobile platforms

Common Reasons for Application Rejection

Applications may not qualify if:

• PAN and Aadhaar details do not match.
• Aadhaar is not linked to the registered mobile number.
• Uploaded documents are blurred or incomplete.
• Signature does not match submitted records.
• Incorrect bank account information is provided.
• KYC verification remains incomplete.

Ideal Customer Profile

This account is suitable for:

• First-time investors
• Long-term investors
• Active traders
• Salaried professionals
• Self-employed individuals
• Mutual fund investors
• Anyone looking for a low-cost digital Demat & Trading Account

Referral Best Practices

• Share your referral link only with genuine investors.
• Ensure customers complete the onboarding process in one session.
• Verify that all personal and banking details are accurate.
• Help customers complete Aadhaar eKYC and eSign successfully.
• Remind customers to complete their first eligible trade after account activation.
• Follow up until the account is successfully opened and verified to maximize approval rates and referral earnings.

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