Downloads
Trading software, account-servicing forms and important investor documents—all in one place.
Trading software
Secure access to the official Investeria desktop trading platform.
XTS Base Setup
Investeria XTS client installer for Windows.
ZIP archive · Windows desktop · 31.8 MBClient registration & compliance
Verified regulatory documents, rights, obligations and investor guidance.
Rights & Obligations — Trading
Rights and obligations applicable to stock-broking clients.
Rights & Obligations — DP
Beneficial owner and depository participant requirements.
Risk Disclosure Document
Important securities-market risk disclosures for investors.
Do's & Don'ts
Guidance for trading and demat account services.
NSE Vernacular Documents
Client registration documents in Indian languages.
BSE Vernacular Documents
Investor documents in vernacular languages.
Download forms
Choose the applicable account type and open a ready-to-use PDF form.
General forms
Individual, account maintenance and servicing forms.
Corporate
Documents for corporate accounts.
LLP
Documents for limited liability partnerships.
Partnership firm
Declaration for partnership accounts.
Trust
Documents for registered and unregistered trusts.
Registered society
Resolution for registered society accounts.