How to Open a HUF Trading and Demat Account: Step-by-Step Guide?

By: Akriti Tomar | Date : Jul 5, 25

Home » Support » Account Opening » How to Open a HUF Trading and Demat Account: Step-by-Step Guide?

To open a Demat and Trading Account for a Hindu Undivided Family (HUF) with RMoney, the Karta can apply on behalf of the HUF, which is recognized as a separate legal entity. The following section outlines the necessary documents, procedural steps, and compliance requirements for account opening.

Type of document	Requirements
Application form	Equity application form (PDF). Segment addition forms to trade in commodities (PDF)
HUF Declaration and Annexure	Declaration and Annexures (PDF).
PAN	A PAN card copy of the HUF with seal and signature. A PAN card copy of the Karta with HUF seal and signature. Self-attested PAN card copy of karta. Self-attested PAN card copy of the co-parcener or member.
Address proof	Address proof of the HUF with seal and signature. The address proof can be the latest transaction copy of the HUF bank statement or passbook. Address proof of the Karta with HUF seal and signature. Self-attested address proof of karta. Address proof can be any of the following: Aadhaar, driving licence, voter ID or passport. If an Aadhaar is being submitted as proof, ensure a masked Aadhaar is submitted.
Bank account proof	Cancelled cheque with the HUF name printed. A bank statement or bank passbook copy with the bank account number, MICR, and IFSC code clearly visible.
Income proof	Any of the following income proof to activate the F&O and commodity segment: The latest six months’ bank statement or passbook of the HUF account. Latest year audited profit and loss statement. Latest year Income Tax Return (ITR) acknowledgement. Net-worth certificate from the chartered accountant with the UDIN number specified. DP holding statement of the entity.

Steps to proceed:

Email scanned copies of all completed forms and documents to askus@rmoneyindia.com for initial review.
After approval, courier the signed physical documents and a cheque in favour of Raghunadan Capital Private ltd. to the following address:

RMoney Corporate Office
26/257 B, Near Ashish Palace, SultanGanj, Agra – 282004
Tel: 0562-4266600

Account processing may take 3-5 working days post-receipt of valid documents

Account Opening Charges

RMoney does not charge any fee for HUF Account opening.

Important Notes

Nomination Not Permitted: CDSL does not allow nomination in non-individual demat accounts like HUF.
Change of Karta: If the Karta has changed due to the demise of the previous Karta, submit a notarised copy of the death certificate along with HUF seal and signature.
Minor Members: Minors listed as co-parceners cannot sign; a legal guardian must sign on their behalf.

Opening a HUF Demat and trading account at RMoney is a thorough process, ensuring compliance and safeguarding client interests. If you have questions or need help, our support team is always ready to assist.

Contact us
Phone: 0562-4266600 / 0562-7188900
Email: askus@rmoneyindia.com
Website: rmoneyindia.com

Kickstart your investment and trading journey effortlessly with RMoney.

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Registered Address: Raghunandan Capital Private Limited, Unit 601 to 602 A, 6th Floor, DSCCSL-Dalal Street Commercial Cooperative Society Limited (53E) Road 5C, Block 53, Zone 5, DTA, Gandhinagar, Gujarat – 382355

Standard Warning/ Disclaimer: Investments in securities market are subject to market risks, Read all the related documents carefully before investing.

Attention Investor:

# Prevent Unauthorised transactions in your account. Update your mobile numbers/email IDs with your stock brokers. Receive information of your transactions directly from Exchange on your mobile/email at the end of the day. Issued in the interest of investors.
# KYC is one time exercise while dealing in securities markets – once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.
# No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorize your bank to make payment in case of allotment. No worries for refund as the money remains in investor’s account.
# Update Your Nomination - Ensure the security of your investments by updating your nominee details in your Trading & Demat Account online 👉 Click Here to Update 👈
# PRO TRADING INTIMATION: WE Confirm that Raghunandan Capital Private Limited is also Engage in Pro Trading( in Equity, Cash, Future & Options along with Commodity Futures & Options) in addition to trading of clients.

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Register on SCORES Portal (SEBI)
Mandatory details for filing complaints on SCORES:
1. Name, PAN, Address, Mobile Number, E-mail ID
Benefits:
1. Effective Communication
2. Speedy redressal of the grieva`nces

https://scores.sebi.gov.in

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