How to Trade and Invest Online

From movie tickets & pizza to groceries and apparel,  the digital age has transformed the way we access and acquire almost everything. The stock market is no exception. Today, you can seamlessly buy, sell, and monitor your investments online with just a few taps on your device. The transition to digital platforms has truly revolutionized and simplified the world of trading and investing. In this article, we will delve into 

  • How you can buy and sell shares digitally 
  • Tools that are designed to help you trade and invest online 

How you can buy and sell shares digitally :

#1  Open Demat & Trading account 

For online trading and investing, you need to first open a demat account. PL offers a seamless process, allowing you to open a demat account within minutes. This process involves completing your Know Your Customer (KYC) requirements and furnishing the necessary documentation. These include: 

  • Pan Card 
  • Identity Proof 
  • Residence Proof 
  • Bank Account Proof 
  • Proof of Income 
  • Photograph 

After opening the demat account, you can start trading and investing online. Shares you buy and sell are credited and debited  respectively into your Demat account. Note  all investments made by you – including shares,  government securities,  mutual funds and exchange traded funds  are held in the Demat account. 

#2  Rely on Research 

Before trading or investing in any asset class, research thoroughly. This will help you in identifying the right opportunities and help you generate better returns. 

When you open an account with PL, you gain access to cutting-edge research reports and insights. Additionally, you have the option to avail personalised advisory and comprehensive financial planning from PL’s in-house experts, ensuring that the guidance and recommendations are precisely tailored to your needs. Click here to open Demat & Trading account with PL. 

Further, remember to assess your risk tolerance, financial goals, and investment horizon meticulously. Whether you are considering long-term investments or short-term trading, informed decision-making is the key to your financial success. 

#3  Diversify 

Your portfolio should ideally be well-diversified across sectors and asset classes  including equity, debt, and gold. Understand each asset class closely,  and then decide your allocation to each accordingly. This helps in protecting the overall portfolio from the downside risk emerging in a single sector or asset class. 

PL specializes in advising clients across asset classes and offers multiple wealth solutions under one roof, so that it can meet every financial need. #4  Adapt 

Make sure you monitor your portfolio periodically and track the performance of your investments. Keep a tab on changing trends, identify emerging investment opportunities, and modify your investments accordingly. 

Tools to help you trade and invest online: 

In today’s digital age, convenience is a significant advantage while trading and investing online. An array of tools and platforms facilitate online transactions today, making it easier and faster. PL’s DigiTrade is one such platform, & upstox, which simplifies your trading and investing with its cutting-edge features. Some of the notable features of the platform includes: 

  1. Available both in web and app version 
  2. Actionable watchlists which are customizable to provide instant access to stock quotes and more 
  3. Engaging interface with speedy execution 
  4. Powerful markets section to track news, indices and major event calendars from a single screen 
  5. Insightful portfolio section for you to stay updated with all news, price updates and recommendations on your portfolio. 

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