Maxima Value Plan

What is Demat Maxima Value Plan?

Investing for the long-term is a journey that demands the right tools, support, and a dependable partner. At Maxima Value Plan, we recognise the aspirations of long-term investors like you and are dedicated to empowering your financial goals. Explore the numerous benefits that come with opening a Demat Account with us.

Comprehensive support for your long-term goals

With the Maxima Plan, enjoy zero AOC and your first 90 days absolutely free for up to ₹5 lakh of free cash volume. Benefit from a delivery brokerage of 0.20%, first-year Demat AMC free, and Buy Stocks Pay Later at an MTF of just 18%!

Your Vision, Our Mission

Maxima Value Plan is dedicated to supporting your long-term investment goals. With a variety of investment options, you will have the resources to build a robust portfolio. Whether you're planning for retirement, education, or generational wealth, we've got you covered.

Holistic Portfolio Management

Our advanced platform simplifies managing a diverse portfolio. Track, analyse, and manage your investments seamlessly. With user-friendly tools, monitor performance, track trends, and make data-driven decisions to optimise your holdings. Stay in control and watch your investments grow.

Benefit from compounding returns

Position yourself to benefit from the power of compounding returns. As your investments grow, your gains reinvest and multiply over time, accelerating wealth accumulation. Start early and let compounding work in your favour.

Educational resources for informed decisions

We provide educational resources, articles, webinars, and expert insights. Stay informed about market trends, investment strategies, and economic shifts to make well-informed decisions. With HDFC Securities ROOTS platform, get in-depth learning about investments, trading, and more.

Choose Maxima Value Plan today for a brighter tomorrow

Your journey toward a prosperous future begins with the right partner. By opening a Demat Account with Maxima Value Plan, you're not just accessing a platform – you're entering a realm of possibilities that align with your long-term ambitions. Experience the benefits of comprehensive support and a commitment to your financial well-being.

Make the wise choice for your financial future. Opt for Maxima Value Plan today and embark on a journey that aligns with your long-term aspirations. Your goals are our priority, and we're honoured to be your partner in securing your financial tomorrow.

Now save up to 6k with Maxima Value Plan. Check out the plan details:

Plan Name Maxima
Client Segment / Particulars Non Managed Classic / Prime / SB Max Savings/ Benefits (inclusive GST)
AOC Charges (exclusive GST) ₹999 0 1,179
Free Cash Volume ₹5,00,000 ₹5,00,000 2,950
Validity of Free Volume 90 days 90 days  
Delivery Brokerage % 0.20% 0.20% 60%
Intraday Brokerage % 0.02% 0.02% 60%
Min Brokerage ₹25 ₹20 60%
ETF 0 0 100%
Derivatives Per Order (₹) 20 20  
BNPL 18% 18%  
Derivatives BNPL 12.00% 12.00% 33%
Same Day Payout ₹5,00,000 ₹5,00,000 1180
RM Yes Yes  
Basket Investing Registration 0 0 100%
Research 0 0 100%
Demat AMC   66% OFF
(1 Txn p.a - pay only ₹250
or ₹500 for Nil Txn)		 1 Txn - ₹590
Nil Txn -₹295
Demat Debit Txn   Min ₹30 or 0.04%
and max cap of ₹4999.		  


Terms & Conditions

  • Maxima plan is eligible for Classic, Prime Customers, or SB Max Accounts only.
  • Customers must start the journey with the mobile number linked to their SA in HDFC Bank.
  • This is a promotional offer and is only for newly opened Demat and Trading Accounts..
  • Existing customers already holding Demat and Trading Accounts are not eligible for these offers..
  • The value plans are valid only while the Bank account is in a managed program or product variant applicable to these plans. Otherwise, the standard tariff applies. Standard demat AMC is ₹750 p.a.
  • Minimum brokerage applies regardless of your base brokerage rate plan. Maxima - ₹20.
  • Demat AMC is free for the first year.
  • The AMC is levied, in advance, for a period of one year at the beginning of the billing cycle. For the computation of AMC for Managed Program, transactions from the previous year will be evaluated and AMC will be levied based on the number of transactions done by the customer as per the defined transaction slabs.

Frequently asked questions

To be eligible for the Demat Maxima Value Plan, you must be a Classic, Prime, or SB Max Account holder with HDFC Bank. The plan is exclusively for new Demat and Trading Accounts; existing account holders are not eligible. Ensure your mobile number is linked to your HDFC Bank Savings or Salary Account, as this is required to start the application process. This promotional offer is designed for those who meet the criteria and are looking to benefit from a comprehensive investment support system tailored to their long-term financial goals.

To apply for the Maxima Value Plan:

  • Ensure you have an HDFC Bank Savings or Salary Account. 
  • Begin the application process online by using the mobile number linked to your Bank Account.
  • Keep your PAN and Aadhaar Card handy for quick verification.
  • Visit the HDFC Bank website and navigate to the Demat Account section to start your application.
  • Follow the steps to complete the online form and submit the required documents electronically.

If you prefer an in-person approach, you can visit your nearest HDFC Bank branch with the necessary documents to open the Maxima Value Plan account offline.

The Maxima Value Plan is a comprehensive investment package designed to support long-term financial goals. It offers zero Account Opening Charges (AOC) and provides the first 90 days free for up to ₹5 lakh of cash volume. Investors benefit from a delivery brokerage rate of 0.20%, a free Demat Account Maintenance Charge (AMC) for the first year, and the option to buy stocks and pay later at a margin trading facility (MTF) rate of just 18%. The plan includes holistic portfolio management tools and educational resources, ensuring investors have everything they need to build and manage a robust investment portfolio effectively.