How can I open a Resident status Geojit account online if my KRA-KYC is registered?

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Open a Resident status Geojit account online in simple steps. For this,  

1. Visit hello.geojit.com. 
2. Keep these documents handy : 

•  PAN
• Aadhaar number
• Bank proof
• Signature

3. Enter your 10 digits mobile number here and click on ‘Send OTP.’ You will receive an OTP from Geojit. Enter the OTP you have received and click on ‘Confirm’ to verify your mobile number. Mobile number once validated through OTP cannot be changed.

 

4. You can click on ‘Continue with Google’ (in this case the email ID in the google account is used) or enter the email ID. In the first scenario, no verification is required. But in the second scenario where an email ID is entered, verification is to be done by clicking on the verification link sent by Geojit to your email ID. You need to enter the name as per the PAN card.

5. A verification link will be sent to the email ID entered by you. You need to click on the link in the last email received from Geojit for verification of email ID. 

6. You can enter the location/pin code, and a list of related locations appears below from

which selections can be made.

7. Upload PAN

8. Enter your PAN number and Date of Birth. Name as per the PAN card gets auto-populated in this screen, as it was already entered earlier. 

9. Click on ‘continue with DigiLocker’ for fetching KYC details from DigiLocker. 

 

10. If you do not have a DigiLocker account, you can open a new account by signing up. 

11. Once done with fetching data, select trading experience from given options.

12. Select marital status

13. Father/Spouse name gets auto-populated. But you can edit the same if required. And can change tax details displayed at the end of the screen.

14. Select occupation from given options.

 

15. Select source of income from given options. 

16. Select annual income from given options.

 

17. In case you are a politically exposed person, you need to choose the category under which you are a PEP. Select ‘No’ if you are not a politically exposed person. 

18. Link bank account—You can search the IFSC code of the bank. Bank gets displayed on the screen for selection. Once a bank is selected, you need to enter the bank account number and the account type and click on ‘confirm bank details.’

 

19. If online bank verification fails, you need to upload the bank proof.

20. Upload signature

21. Capture a selfie photo

22. Confirm profile—All the details that you entered get populated in this screen. You can read through the details and edit it as required. You can add a nominee on this page. Once ‘confirm profile’ is clicked, you cannot change any details.

 

23. Click on ‘Proceed to eSign’ under the application form eSign to digitally sign your application. You will be redirected to the NSDL page for eSign. 

24.  Click on ‘Proceed to eSign’ under KRA eSign to digitally sign your application. You will be redirected to the NSDL page for eSign. 

25. Once you have completed all the process, you will get a completion message along with the DP ID and Trade code.