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Investment services

Compare demat, trading, , mutual-fund and pension access offered through banks.

29 products

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Securities-issue application service using Applications Supported by Blocked Amount (): application money is blocked in the investor account until allotment, withdrawal, failure or rejection.
Value awaiting review
  • Eligible investor category under rules
  • Bank of Baroda savings or current account
  • Demat account with any Depository Participant and valid
  • sufficient clear balance
  • own funds only, not an overdraft, loan or third-party account. Rights-issue applicants also need the page’s record-date, dematerialised-holding and non-renunciation conditions.
Value awaiting review
All Bank of Baroda branches, Baroda Connect mobile banking, bob World net banking and . Online banking is available 24/7 except on the closing day.
Baroda 3-in-1 AccountBank of Baroda
Integrated savings, demat and trading account arrangement: the savings account is maintained with Bank of Baroda, while demat and trading accounts are opened and maintained by wholly owned subsidiary BOBCAPS Ltd.
Value awaiting review
  • For the digital-opening prompt, the published condition is resident Indian individual, age 18 or above, with , Aadhaar, Aadhaar-linked mobile, valid email, camera/microphone and location-enabled device
  • existing Bank of Baroda savings customers may initiate demat and trading opening directly.
Value awaiting review
The current Bank page provides Open Now, Download Form and Request Callback routes, and directs brokerage plans and offers to BOBCAPS. BOBCAPS provides online account opening, online trading login, a retail-broking platform and call-and-trade support.
Bharat ConnectBank of Baroda
Bill-payment service
Value awaiting review
Customers need a biller supported by Bharat Connect and a Bank of Baroda, other-bank or approved digital/agent payment channel. Billers must belong to an approved category and can use Bank of Baroda as an operating unit for collection.
Value awaiting review
Bank of Baroda supports Bharat Connect through bob World, bob World Internet, Bank Mitra Kendra/Business Correspondent point, and bob e-pay for Bank and other-bank customers.
Demat AccountBank of Baroda
Investment product suite including mutual funds, portfolio management services, bonds, non-convertible debentures, alternate investments and the Baroda 3-in-1 savings, demat and trading account.
Value awaiting review
No product-specific age, residency, , income or other Demat Account eligibility rule is published on the current Investment Products page. The account-opening provider’s current requirements must be confirmed in its application flow.
Value awaiting review
  • The current page provides an online “Open Now” route for the Baroda 3-in-1 account
  • the demat and trading accounts are maintained by BOBCAPS Ltd. No separate branch or assisted-channel list is published on the page.
Investment distribution service
Value awaiting review
  • Investors must follow the selected mutual-fund scheme’s offer documents and risk disclosures. The page states that can invest through or accounts with additional compliance/documentation
  • it also publishes access from ₹500 per month and describes ₹5,000 as a lump-sum ticket in its comparison .
Value awaiting review
Customers can invest through World mobile banking, internet banking or a transaction request form, and can set up , STPs or standing instructions.
Portfolio Investment Scheme for purchase and sale of Indian-company shares and convertible debentures through a registered broker on a recognised Indian stock exchange, on repatriation or non-repatriation basis.
Value awaiting review
An or OCB may purchase or sell shares and convertible debentures of an Indian company through a registered broker on a recognised Indian stock exchange, routing transactions through one designated authorised-dealer branch.
Value awaiting review
  • The investor designates an authorised-dealer branch to route all purchases and sales, uses a registered broker on a recognised stock exchange and contacts Bank of Baroda’s specialised Mumbai branch for assistance
  • the page publishes no separate digital transaction channel.
Unified mobile and internet banking platform combining transactional banking, product applications, investments, insurance and payment services.
Value awaiting review
  • BOI customers may register for the app or internet platform with the bank's required authentication
  • each product journey, account opening or investment may require separate and eligibility checks.
Value awaiting review
Available through BOI Mobile Omni Neo on iOS and Android, and through BOI Omni Neo Internet Banking for mobile or PC access.
  • is a -regulated retirement Point-of-Presence service
  • Vatsalya is a -regulated saving-cum-pension scheme for minors
  • is a Government fixed-pension scheme administered through eligible savings accounts.
Value awaiting review
  • access is offered to subscribers using Bank of Maharashtra as Point of Presence
  • Vatsalya is for minor citizens up to age 18, with guardian operation and the minor as sole beneficiary
  • joining age is 18–40 for eligible savings-account holders and current taxpayer restrictions apply.
Value awaiting review
  • is available through online registration, online contribution and registration, with Bank of Maharashtra's Shivaji Nagar Point of Presence contact
  • Vatsalya links to the Bank's national portal
  • uses auto-debit from an eligible savings account and Bank grievance support.
The bank's ancillary catalogue lists Mutual Fund distribution, METCO executor/trustee/attorney services and e-confirmation of bank guarantees under its investment, trusteeship and / service areas.
Value awaiting review
  • Eligibility is service-specific: mutual-fund investors must meet the selected scheme's rules
  • METCO accepts will, trust, property and guardianship mandates
  • e-confirmation requires a genuine Bank of Maharashtra-issued guarantee for verification.
Value awaiting review
  • Bank branches and the service-specific contact or application route published on each official page
  • METCO publishes its Pune office contact and bank-guarantee confirmation is routed through the bank's / service.
Retail and institutional application service for , and rights issues.
Value awaiting review
  • Retail and institutional investor categories are listed on the official page
  • bids and revisions follow Securities and Exchange Board of India rules.
Value awaiting review
  • All Bank of Maharashtra branches are enabled for accepting and processing applications
  • Demat Cell Pune is the nodal contact.
depository-participant service for holding and processing securities in dematerialised form.
Value awaiting review
  • The official page lists permitted individual, institutional, and foreign applicant categories
  • proprietorships, partnerships and unregistered societies or trusts cannot open a demat account.
  • Applicant must maintain a Bank of Maharashtra core-banking account
  • joint accounts may have up to three holders.
Value awaiting review
  • Core-banking branches where the Bank of Maharashtra account is maintained
  • parent branch, Mahabank Facilitation Center and Demat Cell Pune support queries and requests.
Institutional deposit-blocking service using Sheetal or short-term deposits ().
Value awaiting review
  • Corporate houses and institutional investors named by the official page may use the facility
  • application and conditions apply.
Value awaiting review
  • Participating Bank of Maharashtra branch
  • current account may be opened at the branch but is not mandatory, subject to .
The bank's ancillary catalogue lists Mutual Fund distribution, METCO executor/trustee/attorney services and e-confirmation of bank guarantees under its investment, trusteeship and / service areas.
Value awaiting review
  • Eligibility is service-specific: mutual-fund investors must meet the selected scheme's rules
  • METCO accepts will, trust, property and guardianship mandates
  • e-confirmation requires a genuine Bank of Maharashtra-issued guarantee for verification.
Value awaiting review
  • Bank branches and the service-specific contact or application route published on each official page
  • METCO publishes its Pune office contact and bank-guarantee confirmation is routed through the bank's / service.
The bank's ancillary catalogue lists Mutual Fund distribution, METCO executor/trustee/attorney services and e-confirmation of bank guarantees under its investment, trusteeship and / service areas.
Value awaiting review
  • Eligibility is service-specific: mutual-fund investors must meet the selected scheme's rules
  • METCO accepts will, trust, property and guardianship mandates
  • e-confirmation requires a genuine Bank of Maharashtra-issued guarantee for verification.
Value awaiting review
  • Bank branches and the service-specific contact or application route published on each official page
  • METCO publishes its Pune office contact and bank-guarantee confirmation is routed through the bank's / service.
  • is a -regulated retirement Point-of-Presence service
  • Vatsalya is a -regulated saving-cum-pension scheme for minors
  • is a Government fixed-pension scheme administered through eligible savings accounts.
Value awaiting review
  • access is offered to subscribers using Bank of Maharashtra as Point of Presence
  • Vatsalya is for minor citizens up to age 18, with guardian operation and the minor as sole beneficiary
  • joining age is 18–40 for eligible savings-account holders and current taxpayer restrictions apply.
Value awaiting review
  • is available through online registration, online contribution and registration, with Bank of Maharashtra's Shivaji Nagar Point of Presence contact
  • Vatsalya links to the Bank's national portal
  • uses auto-debit from an eligible savings account and Bank grievance support.
  • is a -regulated retirement Point-of-Presence service
  • Vatsalya is a -regulated saving-cum-pension scheme for minors
  • is a Government fixed-pension scheme administered through eligible savings accounts.
Value awaiting review
  • access is offered to subscribers using Bank of Maharashtra as Point of Presence
  • Vatsalya is for minor citizens up to age 18, with guardian operation and the minor as sole beneficiary
  • joining age is 18–40 for eligible savings-account holders and current taxpayer restrictions apply.
Value awaiting review
  • is available through online registration, online contribution and registration, with Bank of Maharashtra's Shivaji Nagar Point of Presence contact
  • Vatsalya links to the Bank's national portal
  • uses auto-debit from an eligible savings account and Bank grievance support.
  • Bank of Maharashtra offers branch distribution and servicing when a Government-notified issue is open
  • the reviewed page also preserves the historical 2023–24 issue and early-redemption tables.
Value awaiting review
  • Resident individuals, , trusts, universities and charitable institutions
  • joint holding is permitted and an individual may invest for a minor.
Value awaiting review
  • Applications are accepted through Bank of Maharashtra branches during notified issue windows
  • the page also links to the applicable forms and records conversion to demat form and exchange trading where permitted.
savings bank account plus Securities demat and online trading accounts with E-Margin facility
Value awaiting review
  • SBICAP Securities' online demat/trading account is for sole-holder accounts of ordinary resident Indian individuals
  • the application must be submitted while physically in India. E-Margin is available only to customers with PoA or DDPI. The linked page lists a separate savings-account document route.
Value awaiting review
Use the Securities web platform, open order placement (Buy/Sell), and select E-Margin as the product type.
SBI ASBAState Bank of India
Application Supported by Blocked Amount for , , debt and rights issues
Value awaiting review
  • Eligibility under the specific issue and current rules still applies.
  • The applicant must use their own eligible bank account or linked as applicable.
  • Clear funds must cover the application amount
  • overdraft and loan-account limits cannot be used.
Value awaiting review
OnlineSBI: e-Services → Demat & Services → (Equity) or (Debt)
  • New demat and online-trading accounts are held with Cap Securities
  • existing -book demat accounts remain serviced by
Electronic custody, dematerialisation, rematerialisation, market and off-market transfers, pledges, credits, corporate actions and securities lending
  • Securities is the provider for new demat and trading accounts
  • maintains existing accounts in its legacy books.
  • Power Demat is consolidated here as the legacy feature set rather than duplicated as a new account.
  • Current provider fees and eligibility must be confirmed before application.
Value awaiting review
  • referral for new accounts
  • Internet Banking, email statements, alerts and demat-enabled branches for applicable legacy services
Government of India Floating Rate Savings Bonds 2020 (Taxable) held electronically in a Bond Ledger Account
Value awaiting review
  • Resident individuals singly, jointly, on either-or-survivor basis or for a minor, and
  • are not eligible
Value awaiting review
  • authorised receiving branches listed for Government of India Bond applications and servicing
  • the page links the current application form and procedural material.
-regulated defined-contribution National Pension System Point-of-Presence service
  • Tier I mandatory pension account with tax benefits
  • optional Tier II investment account with anytime corpus withdrawal and no tax benefit stated by
  • Indian citizens aged 18 to 70, including resident Indians and
  • existing coverage under another pension scheme does not exclude an individual
0.03% to 0.09%
  • Open through , Online or an PoP- branch
  • subsequent contributions and monthly standing instructions are available online or through registered branches
SBI NPS VatsalyaState Bank of India
-regulated saving-cum-pension scheme for minors
Value awaiting review
  • All minor citizens below age 18
  • account opened in the minor's name, operated by a guardian and held solely for the minor beneficiary
Value awaiting review
Nearest branch
SBI NRI Demat AccountState Bank of India
dematerialised securities account
Shares, bonds and debentures of Indian companies
Value awaiting review
Value awaiting review
Contact an branch authorised to handle the Portfolio Investment Scheme
application service
Value awaiting review
  • The published 4-in-1 bundle uses savings and accounts and is intended for eligible investors using the repatriation route.
  • and CAPSEC state that they do not solicit residing in the , , Canada or Japan
  • jurisdiction, tax and reporting requirements must be checked before applying.
  • Investment values can fall, and product, securities, repatriation and tax rules must be verified for each transaction.
  • First year free
  • from the second year ₹600 + for Regular or ₹300 + for Wealth
Submit the savings form if needed, form and Securities demat/trading application with supporting documents to the Securities Central Desk or an home branch
mutual-fund investment gateway
Money market, debt, hybrid, equity, solution-oriented, index funds, and fund-of-funds
  • -verified and or bank details
  • an Indian bank account is mandatory
Value awaiting review
  • Online account and purchase route, plus common application or transaction forms through official acceptance points
  • /Canada investors are directed to the conventional submission route
Defined-contribution National Pension System Tier I account service for
  • Tier I available
  • page states Tier II is not available to
  • page states that Indian citizens aged 18-70 may use the Tier I service and that Tier II is not available to .
  • returns are market-linked and not guaranteed
  • exit, annuity, fee, tax and eligibility rules should be confirmed under the latest and tax provisions.
  • The page was last updated 13 December 2024, and its linked is expressly resident-only
  • obtain the correct current form and document checklist from a registered branch for offline onboarding.
0.01%
Online through internet banking's Registration menu, or offline at a registered branch with the proper registration form, contribution slip and self-attested documents
Portfolio Investment Scheme bank account and designated-branch transaction-routing service
Shares and convertible debentures of Indian companies in the secondary market on a recognized stock exchange, through a registered stock broker
  • current linked form is for an account mapped to a -compliant savings account
  • new customers may submit both account requests together.
  • The service is available only through selected or designated branches and remains subject to current , securities, repatriation and tax rules.
  • The linked form says its fees can change and contains apparently malformed lower bounds in the last two transaction-fee tiers
  • confirm the current tariff and exact breakpoints with the selected branch before applying.
₹1,000 +
Selected branches for permission and transaction routing, with online holding/trading through Demat Services.
  • Existing-holder servicing for Government of India Sovereign Gold Bonds
  • no current primary issue is evidenced
Value awaiting review
  • This is an existing-holdings service record, not a representation that currently accepts new primary subscriptions.
  • The online ₹50-per-gram primary-issue discount applies only when a Government issue is open
  • no current tranche is evidenced here.
  • Premature redemption requests must follow tranche-specific window and the holder's receiving-office or depository process.
  • Gold-price exposure means the rupee redemption value can be below the holder's acquisition price.
Value awaiting review
  • authorised receiving branches for subscription/servicing
  • dematerialised holdings may also be handled through the investor's depository route under procedures.

Green marks the most favourable compatible published number or range in each column; incomparable units and overlapping range trade-offs remain neutral. It does not account for eligibility, service, exclusions or personal suitability.