| Plan Name | Optima | ||
|---|---|---|---|
| Client Segment | Non Managed | ||
| AOC Charges (exculsive GST) | Rs. 999 | ||
| Free Cash Volume (Rs.) | 2,00,000 | ||
| Validity of Free Volume | 90 days | ||
| Delivery Brokerage % | 30P | ||
| Intraday Brokerage % | 0.03% | ||
| Min Brokerage (Rs.) | 25 | ||
| Derivatives (per order) Rs. | 20 | ||
| Same Day Payout (Rs.) | 5,00,000 | ||
| RM Support | Yes | ||
| Research Recommendation | Yes | ||
| Demat AMC | Transacting account: ₹500 Non Transacting account: ₹750 |
||
| Demat Debit Transaction & Pledge Instruction (Creation / Invocation / Closure) |
0.04% (Min Rs. 30 & Max Rs. 4999/-) |
||
| Margin Pledge | Rs 20/- | ||
| Dematerialisation | Rs.5/- per certificate + Rs. 35/- per request | ||
| Rematerialisation | Rs.30/- per request + NSDL / CDSL actuals, Currently a) Rs. 10/- for every hundred securities or part thereof; or b) a flat fee of Rs. 10/- per certificate whichever is higher |
||
| Reissuance of Delivery Instruction Booklet (DIB) | Rs.100/- per booklet | ||
| Mailing Charges for Non Periodic statements | Inland Address Rs.35/- per request Foreign Address Rs.500/- per request |
||
What is Demat and Trading Optima Value Plan?
Are you overwhelmed with complicated trading platforms and high brokerage fees? Your solution is here! The Optima Value Plan transforms your trading experience, offering simplicity and exceptional value. Our goal is straightforward: to make trading easy, hassle-free, and affordable for all.
Key Features of the Optima Value Plan
With the Optima Plan, enjoy your first 90 days free with up to ₹2 lakh of free cash volume. Benefit from a delivery brokerage of just 0.30% and free Demat AMC for the first year.
Access to markets
Unlock a world of opportunities with the Optima Value Plan. From stocks and commodities to currencies and more, you'll have access to diverse markets to expand your portfolio.
Streamlined simplicity
Our user-friendly platform is designed for simplicity. Whether you're a seasoned trader or just starting out, navigating our platform is easy. Say goodbye to complex interfaces and hello to straightforward, intuitive trading.
Low brokerage, high value
We prioritise your profits. With the Optima Value Plan, you'll enjoy some of the lowest brokerage fees in the industry. Our goal is to help you maximise your earnings by minimising unnecessary expenses
Personalised support
Our dedicated customer support team is always ready to assist you. Have questions? Need guidance? We're just a call or message away. Your success is our success, and we're here to ensure your trading journey is smooth and rewarding.
Secure and reliable
Your trust is paramount. Rest assured, our advanced security measures safeguard your data and transactions. Focus on trading while we take care of the rest.
Educational resources
We believe knowledge is power. Enhance your trading skills with our comprehensive educational resources – webinars, tutorials, and expert insights. We're invested in your growth as a trader. With HDFC Securities ROOTS platform, find educational resources about investments, trading, and more to keep you informed.
Join the Optima Value Plan revolution today
Ready to trade with ease and confidence? Open your Optima Value Plan account now and experience trading like never before. Say goodbye to complexity, high fees, and frustration. Say hello to simplicity, low brokerage, and success.
Trade simple, trade smart – with the Optima Value Plan. Your journey to financial success starts here.
Optima Plan Details
Terms and Conditions
- Value Plans are special limited period offers designed to enhance your Demat and Trading experience for accounts opened digitally on or after 1st August 2023
- This offer is currently available only through the 2-in-1 digital account opening journey and is not applicable for physical account opening
- Customers must begin the digital journey using the mobile number registered with their HDFC Bank Savings Account
- HDFC Bank and HDFC Securities reserve the right to review and update these offers at their discretion
- Existing customers who already hold a Demat & Trading account are not eligible for these offers
- Value Plans remain valid only as long as the customer’s savings account continues under the eligible Managed Programme or Product Variant
- If the account status changes, standard tariff charges will apply. The standard Demat AMC is ₹750 per annum
- Minimum brokerage will apply regardless of the customer’s base brokerage plan: Platina – ₹10, Premia – ₹15, Maxima – ₹20, Optima – ₹25
- Demat AMC is waived for the first year. From the second year onwards, it is charged annually in advance at the start of the billing cycle
- For customers under Managed Programmes/Product Variants, AMC is computed based on the transaction done in the previous year
- A Transacting Account refers to a Demat account that has had at least one credit or debit transaction in the previous financial year. This includes:
- Buying or selling of stocks or mutual funds
- Processing a Demat or Remat request
- Any pledge or unpledge transactions - If a customer is tagged as ‘Preferred’ under ethnic code but holds an SA Product Code of Speciale Platinum, they will receive the higher tier benefit - the Platina plan
Frequently asked questions
The Optima Value Plan is designed to revolutionise trading by offering simplicity, affordability and comprehensive support. It provides new customers with the first 90 days of trading free for up to ₹2 lakh of cash volume, along with a competitive delivery brokerage rate of just 0.30%. The plan also includes the first year of Demat account Annual Maintenance Charges for free and offers a Margin Trading Facility (MTF) at an 18% interest rate. With access to diverse markets, low brokerage fees, personalised customer support and robust security measures, Optima Value Plan ensures a streamlined and rewarding trading experience for investors of all levels.
To apply for the Optima Value Plan, prospective customers need to ensure they meet the eligibility criteria, which typically includes having a non-managed account or a regular Savings Account with HDFC Bank. They should begin the application process using the mobile number linked to their HDFC Bank Savings Account. New customers looking to open a Demat and Trading Account under the Optima Value Plan can initiate the application online through HDFC Securities' platform. The process involves filling out the application form, providing necessary KYC documents like PAN card, Aadhaar Card, and proof of address, and agreeing to the terms and conditions outlined for the plan.
The eligibility criteria for the Optima Value Plan typically require applicants to be non-managed customers or hold regular Savings Accounts with HDFC Bank. This plan is designed to cater to individuals who are new to opening a Demat and Trading Account with HDFC Securities under specific promotional offers. Existing customers who already hold a Demat and Trading Account may not be eligible for these promotional benefits. To qualify, applicants must initiate the application process using a mobile number linked to their HDFC Bank Savings Account and comply with the KYC (Know Your Customer) requirements, including providing necessary identification and address proof documents.