Equitives and Derivatives

Key Features of HDFC Bank’s 4-in-1 Account

  • Unique 4 in 1 Investment A/c.

  • Fast & Seamless trading with transparency of transactions.

  • Multiple trading platforms.

  • Powerful Tools

  • Trusted Research

Equitives and Derivatives

Key Benefits & Features

Trading Account

  • With your 4:1 Investment Account, you can trade seamlessly through: 

Online Trading Portal: 

  • Simplified trading is just a few clicks away. To trade online, 
  • Log on to www.hdfcsec.com

  • Place your order by entering the stock, quantity & price. 

  • Track your order status through the Order book 

  • Once you have completed these simple steps, you can sit back and watch your shares and money being credited and debited online. You can also apply to the latest public offerings IPO’s & NCD’s without moving an inch using online or phone quickly and seamlessly.
Card Reward and Redemption

Trade on Mobile

  • Buy/Sell & track your shares using the Mobile Trading Application. 

  • Access market information, latest quotes & Mutual fund NAV

  • Company information – Financials & Key ratios 

  • Stock charts and Market map

Card Reward and Redemption

LITS (Low Bandwidth site)

  • Even with a slower net connection, you could trade unhindered. Access the trading site conveniently from anywhere anytime through https://mtrade.hdfcsec.com/ This could also be accessed using GPRS and WAP connection on the move.
Card Reward and Redemption

Call’N Trade

  • This facility gives you the convenience to trade in shares over the telephone if you’re unable to access the Internet. 

Product & Service offerings: 

  • Trade/Invest in multiple products 

  • Equity & Derivatives 

  • Online IPO/ FPOs & NCDs 

  • Exchange trade Funds (ETFs) 

  • DIY SIP

  • Login to your Trading Account
  • * Conditions apply 
Card Reward and Redemption

Most Important Terms and Conditions   

  • *The Most Important Terms and Conditions for each of our banking offerings features all the specific terms and conditions that govern their use. You must go through it thoroughly to fully understand the terms and conditions applicable to any banking product you choose.
Card Reward and Redemption

More About Equities & Derivatives

  • Features of Equities and Derivatives 
  • Equities and derivatives trading offers a range of distinctive features tailored to investors seeking diverse investment opportunities and risk management strategies. Investors can engage in buying and selling shares (equities) of publicly listed companies, aiming for capital appreciation and dividends. Derivatives, on the other hand, provide instruments like futures and options, enabling speculation or hedging against market volatility. Key features include leverage, allowing traders to control larger positions with a smaller upfront investment and the ability to profit from both rising (long positions) and falling (short positions) markets. These markets also provide liquidity, transparency in pricing and various trading strategies suited to different risk appetites and investment goals.
  • Benefits 
  • Instantly trade & monitor the real-time price movement of your favorite stocks through a single window 
  • Create & manage multiple portfolios of all Asset classes. 
  • Accumulate Stocks/ETFs of your choice systematically, through DIYSIP in equities. 
  • Avail innovative tools that help you in your investment decision making process. 
  • This 4:1 Investment Account is linked to your HDFC Bank Demat and Savings/Current/Loan Account, allows you to seamlessly trade/invest in Equity, Derivatives, Bonds, IPO/FPOs, Gold ETFs, NCDs etc., through multiple channels like Internet, Mobile, Branch, Telebroking etc. 
  • When you buy, you don’t have to give a cheque, when you sell, you don’t have to give delivery instructions. 
  • What’s more, is we also accept off-market orders, so in case you are an NRI in a different time zone or find it difficult to trade during the market open time, you can just leave your order with us anytime of the day and we will execute the order into the market as soon as it opens 
  • Seamless Transactions: With an integrated 4:1 Account there is seamless movement of funds and shares, thereby giving a client ability to take prompt action. 
  • Multiple trading platforms: Transact with utmost convenience using a choice of platforms - Internet, Mobile, LITS (Low bandwidth site), Branches or Call N trade in regional languages. 
  • Powerful Tools: Based on Web 2.0 and Ajax based technology, the portal offers the ability to Personalise, Manage, Customise and Share. Ingenious tools like Advanced Portfolio Tracker, Watchlists, Stock Alerts, Calculators, Stock Screeners, Interactive charting, Technical Analysis etc., and much more are a popular draw with our discerning clients. 
  • Trusted Research: Insightful research assistance & technical views facilitates one’s ability to take an informed trading decision. An Independent Retail Research team provides a host of reports that a client could avail of in his/her course of transactions. 
  • Safety and Security: HDFC securities offer the highest level of security with a 128-bit encryption technology. 
  • Did you know
  • You can register for DIY - SIP that helps you invest in Stocks/ETFs of your choice at regular intervals.
  • DIY SIP lets you make systematic, small and smart online investments in Stocks and ETFs of your choice that can lead to long term wealth creation.
  • You can set up an online DIY - SIP for your favorite Stocks/ETFs.
  • You can apply for IPOs, using the ASBA facility wherein the amount is debited only when the securities are allotted to you. 
  • Using the ASBA facility, you don’t need to fill lengthy forms or provide supporting documents while applying for IPOs.
  • The amount will be debited only when you are allotted the securities. Till then you will continue to earn interest on your application money. 
  • This facility saves you from any refund hassles.
  • You can exchange traded funds through terminals across the country without filling any separate forms. 
  • You can buy and sell traded funds like any other stock on the exchange through terminals across the country.
  • You don’t need to fill in any separate form. 
  • Each unit of Gold ETF is approximately equal to the price of 1 gram of Gold.
  • You can trade online in various products with just a few clicks.
  • You can start trading using HDFC’s Smart Trade on Mobile App by visiting  m.hdfcsec.com from your mobile browser.
  • You can get access to market information and trade from anywhere, anytime. 
  • You can access our website from any GPRS enabled mobile handset. 
  • You can be ahead in the trading race even with a slower Internet connection by using our Low Bandwidth Site.
  • You can access our customisable trading platform, BLINK, to monitor price movements of your chosen scripts by creating a multiple market watch. 
  • You can buy and sell securities fast to get optimum benefits of real-time price movements.
  • You can also get technical stock recommendations from HDFC's expert research team. 
  • You can also place orders over the phone using our TeleBroking service, in case you are unable to access the Internet.
  • What can you do online?
  • Invest in DIY SIP
  • To start using the DIY SIP (Do it Yourself SIP) facility you need select the Stocks, quantity, trigger date and tenure that you wish to add in your monthly Stock SIP. To start using DIY SIP, you need to authenticate your account with your Username and Password for Net Trading. On the successful debit of a one-time administrative charge of Rs. ₹249, your DIY - SIP will be activated.
  • Invest in Gold ETF
  • Investing in Gold ETFs is investing in Gold in a dematerialised form. To invest in Gold ETFs, log on to your Trading Account and choose the Gold ETF you wish to purchase. E.g.: HDFC Gold. Then enter the number of units and place your order.
  • Each unit of Gold ETF is approximately equal to the price of 1 gram of Gold. 
  • Apply for IPO, NCD and Infra Bonds 
  • To apply online for ongoing IPOs, NCDs and Infrastructure Bonds in a few clicks log on to your Trading Account using your Username and Password for Net Trading and select the securities that you wish to apply for.
  • Customise your Trading platform with BLINK. 
  • You can subscribe for the BLINK facility by authenticating your Trading Account using your Username and Password. You then need to select the tenure and applicable charges to subscribe for BLINK.
  • Register and activate the Mobile Trading facility App
  • You can register online and activate the facility to Trade on your Mobile
  • Login to your Online Trading Account 
  • Trade on Mobile 
  • What are the documents required for Equities and Derivatives?
  • To engage in equities and derivatives trading, specific documents are essential to comply with regulatory requirements and ensure a seamless trading experience. Typically, investors need to furnish their PAN card as a primary identification document for financial transactions. Additionally, proof of address, such as Aadhaar card, passport or utility bills, is necessary to verify residency status. A recent passport-sized photograph is also typically required for account opening and KYC (Know Your Customer) compliance. These documents ensure regulatory adherence and facilitate the smooth processing of transactions, enabling investors to participate actively in the equity and derivatives markets with confidence. 

Frequently Asked Questions

Equities refer to shares or stocks that represent ownership in a company. Investors purchase equities to gain ownership rights and potentially earn dividends as a share of profits. On the other hand, derivatives are financial instruments whose value is derived from an underlying asset, index, or interest rate. Common types include futures, options and swaps, which allow investors to hedge risks, speculate on price movements or manage portfolio exposure. Both equities and derivatives play crucial roles in investment portfolios, offering opportunities for growth, income generation and risk management in the dynamic world of financial markets. 

To apply for equities and derivatives, you typically need to open a Trading Account with a brokerage firm or financial institution. Start by researching and selecting a reputable broker that offers the types of investments you're interested in. Complete the broker's account opening process, which usually involves providing personal information, identity proof and Bank Account details. Once your account is approved, you can fund it and start trading. For derivatives, additional approvals or margin requirements may apply based on your trading strategy and risk profile. Always ensure you understand the terms, fees and risks associated with equities and derivatives trading before proceeding.

Eligibility for trading and investing in equities and derivatives typically requires individuals to meet certain criteria set by regulatory authorities and brokerage firms. Generally, you need to be above 18 years of age and comply with Know Your Customer (KYC) norms by providing identity and address proof. Most brokers also require you to have a Bank Account linked to your Trading Account for transactions. Additionally, understanding the risks associated with derivatives trading is crucial. Some brokers may have specific eligibility requirements based on financial stability or trading experience. So, it's advisable to review and fulfill these criteria before engaging in equities and derivatives trading.