Product Basket
The segments in which you can invest (includes Equity, Commodity, Currency, Futures and Options) through this broker
- Equity
- Commodity
- Currency
- Futures
- Options
Brokerage Plans (Single Plan)
1 or more plans offered by this broker, which outlines, Account opening and maintenance fees charged by this broker, Brokerage charges and Margins provided. Use plan switcher to see the difference in offerings, if multiple plans are available.
Charges
Account Opening Charges
FreeAccount Maintenance Charges
₹ 249Call & Trade Charges
₹ 20Brokerage
Equity Delivery Brokerage
2.5%Equity Intraday Brokerage
0.05%Equity Futures Brokerage
0.05%Equity Options Brokerage
₹ 20Currency Futures Brokerage
0.05%Currency Options Brokerage
₹ 20Commodity Futures Brokerage
0.05%Commodity Options Brokerage
₹ 20Margins
Equity Delivery Margin
4xEquity Intraday Margin
5xEquity Futures Margin
1xEquity Options Margin
1xCurrency Futures Margin
1xCurrency Options Margin
1xCommodity Futures Margin
1xCommodity Options Margin
1xTrading Platforms Learn More
Set of software & applications offered by the broker for executing buy and sell orders online. These are names of their portals and mobile apps, for full desc- Full Platform Details.
Pros
Advantages and Strengths of this broker.
- They have morning newsletters on market talks for free to know the market recap.
- Free equity delivery brokerage on each plan.
- There are many technical indicators for traders.
- Upstox is funded by Ratan Tata which adds a trust/ reliability in RKSV group.
Cons
Disadvantages of this broker that it needs to improve upon.
- Margin exposure is limited in the priority plan.
- Customers have to be careful while selecting a mutual fund as both direct and regular plans are offered.
- In the basic plan, every customer has to pay the Demat Transaction Charges which are comparatively higher.
- Extra ₹20 per executed order is charged for Intraday square off orders when they are not squared off by the customer.
Additional Features
Extra features provided by the broker at little or no extra cost. Like research reports, SMS alerts etc.
- 3 in 1 Account
- Free Trading Calls
- Free Research Reports
- SMS Alerts
- Margin Funding
- Margin Against Share
Other Investment Options
Services provided by the broker for investing in other financial assets such as Mutual funds, Insurance, Bonds etc.
- Mutual Funds
- IPO Platform
- Bonds & Debt
- Exchange Traded Funds
- Insurance
Why Choose Upstox? Know Everything about Upstox here.
Verdict
Upstox offers minimal brokerage and affordable plans. Backed by Mr. Ratan Tata, Upstox enjoys the second highest number of active clients. It provides advanced software for trading with terminal experience. Priority Plan comes with more leverage as compared to Basic Plan. Thus, Upstox can serve you better if you are a trader.
If you are a trader, the broker provides you with
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A trading platform to analyse the market with the help of charting tools, backtesting & live scanning for strategic decision making.
-
Nest trading software platform provides a terminal experience to traders.
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Dartstock software platform provides live & trend scanner, opportunity finder, recover & fall tracker & many more tools.
If you are an investor, the broker provides you with
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Provides free subscriptions to premium educational content.
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Investors can invest globally through upstox’s platforms.
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Mutual Fund investments in direct plans are available.
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Platforms have a user-friendly interface and are easy to understand.
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For an investor, the basic plan is sufficient to transact in every segment.
Trading Tools
Pro Web Trading Platform
Upstox Pro Web offers a variety of trading features like charting with technical indicators, shortcuts (hotkeys) for faster trading, etc. The traders may need some guidance in understanding the features of the platform which is available as an online demo on the website.
Upstox Pro Mobile (Mobile Trading App)
Pro Mobile is a mobile trading application offered by Upstox for Android & iOS users. It facilitates trading in multiple segments including NSE cash, Futures and Options, and Currencies, along with Technical indicators on real-time charts and price alerts. Upstox's new mobile app comes with a new UI and new features like Smartlists, Smart Filters and daily market updates that enable informed trades.
Charges Details
For Equity
CHARGES |
DELIVERY |
INTRADAY |
FUTURES |
OPTIONS |
Transaction Charges |
0.00325% - NSE |
0.00325% - NSE |
0.0019% - NSE |
0.05% - NSE |
Demat Transaction Charges |
Sell side, ₹ 18.5 per scrip |
- |
- |
- |
Clearing Charges |
- |
- |
0.0002% - NSE |
0.005% - NSE |
GST |
18% on Brokerage + Transaction + Demat Charges |
18% on Brokerage + Transaction |
18% on Brokerage + Transaction + Clearing Charges |
18% on Brokerage + Transaction + Clearing Charges |
STT |
₹ 100 per Lacs |
Sell side, ₹ 25 per Lacs |
Sell side, ₹ 10 per Lacs |
Sell side, ₹ 50 per Lacs |
SEBI Charges |
₹ 15 per crore |
₹ 15 per crore |
₹ 15 per crore |
₹ 15 per crore |
For Commodity
CHARGES |
FUTURES |
OPTIONS |
Transaction Charges |
0.0026% for Non Agri |
- |
Clearing Charges |
0.00% |
0.00% |
GST |
18% on Brokerage + Transaction |
18% on Brokerage + Transaction |
STT |
Sell side, 0.01% on Non Agri |
Sell side, 0.05% |
SEBI Charges |
₹ 15 per crore |
₹ 15 per crore |
Currency Charges
CHARGES |
FUTURES |
OPTIONS |
Transaction Charges |
0.0009% - NSE |
0.04% - NSE |
Clearing Charges |
0.0004% - NSE |
0.025% - NSE |
GST |
18% on Brokerage + Transaction |
18% on Brokerage + Transaction |
STT |
- |
- |
SEBI Charges |
₹ 15 | per crore |
₹ 15 | per crore |
Upstox Complaints & Stats
Company name:
RKSV Securities Private LimitedContact:
022-6130-9999Email:
sales@upstox.com