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What are the Steps to Begin With Stock Market?

Updated on October 16, 2023
PrateekJain24 profile image

Prateek is an equity advisor in the securities market. He steers investors in the financial market to earn interest and dividends.


The stock market is always an attraction for everyone. As many people come in the market with some money and hope to earn more. However, only some of them achieve success in their task. The equity market looks attractive from far but it has some unknown dynamic features as well. In order to succeed as an investor one must know all those features and technicalities. Earnings in the stock market may seem very easy and quick, but it is not that simple as it looks. I have mentioned some steps below which will guide you on how to start the investment in the stock market.

1. Apply For PAN

The very first requirement to invest in securities is to have a securities account. Hence, to open an account one must need a permanent account number. To get a permanent account number (PAN), required documents are identity, address and birth proof. After collecting all required documents you can apply for a pan card online on the portal.

2. Choose a Broker

After having PAN number, the second step is to apply for an account under NSDL or CDSL depository. A person can open many accounts under any depository of his choice. Else stockbrokers can also choose a depository for their investors.

Trading account refers to an account where transactions like buying and selling of shares will be executed. However, you must have a Demat account in order to hold those securities that are purchased.

When you're choosing a broker, there are some tips that must be followed:

Brokerage: Before choosing any broker, gather all the required details of a potential broker and compare the margin and fees they charge with the value of each transaction. There are many brokers who charge nominal fees on each transaction but do not provide quality research advice at times.

Trading platform: Many brokers provide high-tech trading platforms. These platforms offer user-friendly and smooth function software and mobile apps. The market trend depends on two main parameters. They are financial and technical analysis of an organization. Hence, a good trading platform helps the user to judge and form correct opinions by reviewing the technical charts that help to compute the correct matrices.

Financial assets: Some rare brokers only provide the convenience of trading in an initial public offering, bonds, mutual funds and insurance products. Hence, in the long run, brokers offering diverse facilities are very beneficial.

Final application: After selecting a broker, simply submit your KYC documents and request form for opening an account in your name.

3. Creat Your Id

Once your account is active, you will get a unique login ID number. Then input the number in their trading platform to start investing. The ID number should be followed by a secret password that the user has to create online by following steps shown in official mail.

4. Track Your Activity

Once you start trading, every time when an order executes, your broker will send the data via text message and Email. Also, a consolidated statement is generated at the end of each trading session that contains all transactions detail. This statement is also made available to the investor by their broker.

5. Follow the Trend

Trading should be executed after gauging investor needs and risk appetite. If you are a long term investor then the market volatility and market swing on day to day basis will not affect you. But you should monitor stock prices and trends in order to decide when you would exit by making sufficient profit or suffering a calculated loss.

6. Build a Robust Portfolio

In order to earn a decent profit, try to diversify your asset portfolio. Assets should be calculated based on the risk-reward ratio. Risk appetite should be taken into account for asset allocation. Every individual cannot take the same density of risk in their lives. It depends on financial stability as well as the expectations of the investor. If your prospects are high, then you have to take a big risk to chase them.

7. Diverse Your Portfolio

Finally, once you remain stable in the market as an investor, you should correctly understand all asset allocations. In addition, handle your portfolio well to create long term wealth in the long run. This event will help you to meet regular expenses and build assets. Always abide by the rules and laws laid down by the Securities and Exchange Board of India and other regulatory authorities.


By abiding the above steps it is conclusive that your journey to stock investment is started. Ensure that you should invest in an ethical manner. Do not gamble into the stock market in order to earn a surplus in short duration. Always consider equity investment as a full-time job only. Don't take it as a part-time and an effortless source of income. The stock market has a lot of opportunity for its investors. Always collect complete knowledge about the firm before investing. There are many advisory fraudsters out in the market. Never come in their imaginary promises. No one can guarantee consistent profits in the equity market. Hence, always trade with risk and reward analysis.

This content is accurate and true to the best of the author’s knowledge and is not meant to substitute for formal and individualized advice from a qualified professional.

© 2020 Prateek Jain


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