Investment Planning

To complete these formalities, you have to be KYC compliant and required to furnish documents like:

A. Proof of identity: Passport, Driving License, PAN Card
B. Proof of Address: Passport, Utility Bill
C. Bank Account Details: Bank Account Statement

After you complete these formalities, you can buy and sell ETFs through this account.

You can invest in ETFs by:
A. Buying or selling ETF units through the broker by telephonic mode or by placing orders on the online trading terminal provided by the broker. You should also check whether the broker is registered with the stock exchange.
B. You can place your order by calling your broker and informing him about your trade specifications.
C. You can also place your order through online trading terminal. Trading ETFs is similar to buying and selling shares on exchanges through the terminal.