Customer Services FAQ’s

Q.-How to open demat and Trading account ?

Ans.- To Open Demat and Trading Account in Delhi with Elite Wealth Advisors Ltd., you are required to call us +91-11-42445800 or email us at contact@elitestock.com

Or simply Download the forms from the links below:
Account Opening Form for Equity and Currency
Account Opening Form for Commodity
Our executives will contact you and will arrange to collect duly filled and signed application form at your convenience. The pick up facility is only applicable to the clients of Delhi/NCR. Other clients will have to courier/post the documents to the below mentioned
address:
S-8, DDA Shopping Complex,
Near Jeevan Anmol Hospital,
Mayur Vihar Phase-1, Delhi-110091.

Q.-Documents required in opening an Individual Trading and Demat account ?

Ans.-Required Document for Account Opening (All documents must be self-attested):-

  • Pan Card Copy
  • Address Proof any one (Bank Passbook with latest statement ,Voter id Card, Driving License, Passport & Aadhar Card)
  • Two Photo
  • Latest Bank statement (Last six months )
  • Cancelled cheque

Q.-What are the common critical mistakes that cause a delay in the account opening process ?

Ans.-The following reasons are mostly behind the delay in the Account Opening process:

  • The correct documents should be sent as proof for the KYC process (Check FAQs to know the list of required documents).
  • The documents should be self attested.
  • All documents should be legible after the print out.
  • The Cheque submitted by the client should have the client’s name printed (below the Signature). If not, then the client is mandated to submit his/her passbook and bank statement.
  • The address mentioned in the account opening form should be consistent with the address proof submitted.
  • The forms should be filled correctly and completely. Please view sample forms in order to fill the form correctly.
  • The signature of the client should be consistent throughout the form. Any discrepancy may lead to a delay in the account opening process.

Q.-What are the documents that can be accepted as a valid proof of residence ?

Ans.-

  • Driver’s License
  • Phone bill
  • Aadhar Card
  • Voter’s ID
  • Passport

Q.-How much time will be taken to open an account after the collection of the application form ?

Ans.- Your account will be activated the same day we receive your completed form along with all the documents.

Q.-How do I reset my user ID or Password on Online Trading Software ?

Ans.- This can be done by clicking on the “forgot password” link. An automated mail should be sent to your inbox via which the password can be changed.

Q.-How do I reset my user ID or Password on DIET Odin ?

Ans.- This can be done by clicking on the “forgot password” link. An automated mail should be sent to your inbox via which the password can be changed.

Q.-If my account gets locked or if I forgot my password, then what ?

Ans.- You can go to this link to reset/change your password (forgot password) for DIET/Online Trading Software Or you can call us to reset/unlock your account.

Q.-After how many wrong attempts, my account will get locked ?

Ans.- After three wrong attempts, your account will be locked- On ODIN and 10 attempts on Online Trading Software ?

Q.-How can I change my account details ?

Ans.- You can check your account details by logging into your back office. In case you wish to change any of your details, you can fill out the Change Request forms in the Downloads Section.

Q.-Where can I view my back office reports ?

Ans.- We provide a back-office account along with your trading account in which you can see various reports listed below:

  • Detailed Financial Ledger
  • Net Position
  • Margin report
  • DP Holding report
  • Fund status
  • MTM on open position
  • Profit & Loss statement
  • Contract Note

Critical check points for Form Submission

  1. The correct documents should be sent as proof for the KYC process. Please refer to the next question to know the valid documents.
  2. The documents should be self attested & all documents should be legible after the print out. Moreover, the signature of the client should be consistent throughout the form. Any discrepancy may lead to a delay in the account opening process.
  3. The Cheque submitted by the client should have the client’s name printed (below the Signature). If not, then the client is mandated to submit his/her passbook and bank statement.
  4. The address mentioned in the account opening form should be consistent with the address proof submitted.
  5. The forms should be filled correctly and completely. Please view sample forms in order to fill the form correctly.

We ensure that our valued customers are completely satisfied and meet all market related needs.

Feel free to call us: Monday to Friday from 9 am to 6 pm and on Saturdays from 9.30 am to 5.30 pm. Or write to us customercare@elitestock.com.

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