Chapter 7Beginner~7 min

Your three accounts

Bank, trading and demat — what each one does.

To buy and hold shares in India, you generally use more than one account. People often confuse them, so it helps to see what each one is for. There are three to know: a bank account, a trading account and a demat account.

AccountWhat it holdsWhat it is for
Bank accountMoneyStoring your cash and moving money in and out
Trading accountNo money or shares are 'stored' herePlacing buy and sell orders through a broker
Demat accountSecurities, in electronic formHolding the shares you own

In plain words

  • A bank account stores money — it is where your rupees live.
  • A trading account is a doorway for placing trades — it reaches the exchange through your broker.
  • A demat account is a locker for securities — it records the shares you own electronically.

Fictional example: you want to buy 50 shares of Nimbus Technologies Ltd. You keep money for the purchase in your bank account, you place the order using your trading account, and once the trade settles, the 50 shares are held for you in your demat account.

'Demat' stands for 'dematerialised'. It simply means your shares exist as electronic records rather than paper certificates.

Bank, trading and demat accounts

Three different accounts, three different jobs. Click each one.

Bank account

Holds your money. When you buy shares, funds move from here (via your broker) to settle the trade.

Money vs securities

Money sits in the bank. Orders are placed from the trading account. Shares are held in the demat account.

A common source of confusion: the trading account places orders, the demat account holds the shares, and the bank account holds the money.
See how money and shares move between the three accounts.
Opening accounts and completing KYC (identity verification) is a necessary step, but it is not an endorsement of any investment. Having a trading account does not mean you should trade frequently — that depends on your own plan and goals.

Key takeaways

  • A bank account stores your money.
  • A trading account is used to place buy and sell orders through a broker.
  • A demat account holds your securities in electronic form.
  • Demat means 'dematerialised' — shares as electronic records, not paper.

Check your understanding

Every answer comes with an explanation — the goal is understanding, not a score.

Question 1 / 30%

Which account is used to place buy and sell orders?

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