HOW TO TRADE & INVEST IN EQUITYF & MUTUAL FUNDIPOCURRENCYFDINSURANCE through ICICIDIRECT.COM.

HOW TO TRADE & INVEST IN EQUITYF & MUTUAL FUNDIPOCURRENCYFDINSURANCE through ICICIDIRECT.COM.

To trade and invest in Equity, Mutual Funds, IPO, Currency, Fixed Deposits (FD), and Insurance through ICICIdirect.com, you need to follow a step-by-step process. Below is a complete guide for beginners and intermediate users.

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🏁 Step 1: Open an ICICI Direct Account

To start investing or trading, you need:

• 3-in-1 account: Demat + Trading + Savings Account

• You can apply online or by visiting an ICICI Bank branch.

📌 Documents required:

• PAN Card

• Aadhaar Card

• Bank details

• Address proof

• Passport-size photo

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🔑 Step 2: Login to ICICIdirect.com

• Go to www.icicidirect.com

• Login with your User ID and Password

• Use 2FA (OTP or secure PIN) for authentication

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📈 1. How to Trade/Invest in Equity (Stocks):

✔️ Steps:

1. Go to “Equity” section.

2. Choose “Place Order”.

3. Enter:

   • Stock name (e.g., TCS, Infosys)

   • Buy/Sell

   • Quantity

   • Market or Limit price

4. Choose delivery (for investment) or intraday (for day trading).

5. Click on “Place Order” and confirm.

💡 Tips:

• Use “Watchlist” to track stock prices.

• Use charts and fundamentals for analysis.

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💹 2. How to Invest in Mutual Funds:

✔️ Steps:

1. Go to “Mutual Funds” > “Invest”

2. Choose from:

   • Equity Mutual Funds

   • Debt Funds

   • Hybrid Funds

3. You can:

   • Search fund by AMC or category

   • Use filters like 3Y/5Y returns

4. Select fund → Choose Lumpsum or SIP

5. Enter amount → Confirm order

📌 Note:

• No Demat account required for mutual funds (but ICICI Direct offers in Demat too).

• You can track performance under “MF Portfolio”.

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🚀 3. How to Apply for IPO (Initial Public Offering):

✔️ Steps:

1. Go to “IPO” section on dashboard

2. See list of open/coming IPOs

3. Click on desired IPO (e.g., LIC IPO)

4. Enter:

   • No. of lots (min. 1 lot)

   • Price (cut-off recommended)

   • UPI ID / ASBA via ICICI Bank

5. Submit & confirm application

📌 You’ll get IPO allotment updates via email/SMS.

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💱 4. How to Trade in Currency Market:

✔️ Steps:

1. Go to “F&O > Currency”

2. Choose currency pair (USD/INR, EUR/INR etc.)

3. Choose contract expiry date

4. Enter quantity & price → Buy/Sell

5. Place and confirm the order

📌 Currency trading involves high risk, and margin is required.

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💰 5. How to Invest in Fixed Deposits (FD):

✔️ Steps:

1. Go to “FD/Bonds”

2. Browse FDs from:

   • ICICI Bank

   • HDFC Ltd

   • Bajaj Finance etc.

3. Choose:

   • Tenure (6 months to 10 years)

   • Interest payout (Monthly/Quarterly/Cumulative)

4. Enter amount → Submit & confirm

📌 Auto-renewal & early withdrawal options are available.

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🛡️ 6. How to Buy Insurance (Life/Health/General):

✔️ Steps:

1. Go to “Insurance” > “Buy Insurance”

2. Choose type:

   • Life Insurance

   • Health Insurance

   • Term Plan

   • Motor/Travel

3. Fill in details (DOB, sum insured, tenure)

4. Get quotes → Compare → Buy policy online

📌 Policies are underwritten by ICICI Prudential, ICICI Lombard, etc.

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📱 ICICIdirect Mobile App

You can also:

• Trade on-the-go

• Check live market updates

• Track your portfolio

• Apply for IPOs

• Invest in SIPs

Available on Android and iOS: Search “ICICIdirect” on App Store / Play Store

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🧾 Final Tips:

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Would you like a PDF guide or a video tutorial link for any of the above steps (e.g., how to invest in SIPs or IPOs)?