Optima Value Plan

Welcome to Demat & Trading Optima Value Plan – Where Trading Meets Ease!

Are you tired of complex trading platforms and high brokerage fees? Look no further! With the Optima Value Plan, we redefine your trading experience by combining simplicity with unbeatable value. Our mission is clear: to make trading accessible, hassle-free, and cost-effective for everyone.

Why Choose the Optima Value Plan?

With the Optima Plan you get your first 90 days absolutely free for upto ₹2L of free cash volume. Enjoy a delivery brokerage of just 0.30%, demat AMC Free for the first year and Buy Stocks Pay Later at an MTF of 18%!

Access to Markets

Unlock a world of opportunities with Optima Value Plan. From stocks and commodities to currencies and more, you'll have access to a wide range of markets to diversify your portfolio.

Streamlined Simplicity

Trading shouldn't be rocket science. Our user-friendly platform is designed with simplicity in mind. Whether you're a seasoned trader or just starting out, navigating our platform is a breeze. Say goodbye to convoluted interfaces and hello to straightforward, intuitive trading.

Low Brokerage, High Value

We believe in putting your profits first. With Optima Value Plan, you'll enjoy some of the lowest brokerage fees in the industry. We're committed to helping you maximize your earnings by minimizing unnecessary expenses.

Personalized Support

Our dedicated customer support team is always ready to assist you. Have questions? Need guidance? We're just a call or message away. Your success is our success, and we're here to ensure your trading journey is smooth and rewarding.

Secure and Reliable

Your trust is paramount. Rest assured, our advanced security measures safeguard your data and transactions. Focus on trading while we take care of the rest.

Educational Resources

We believe knowledge is power. Enhance your trading skills with our comprehensive educational resources – webinars, tutorials, and expert insights. We're invested in your growth as a trader. With HDFC Securities ROOTS platform, you can find educational resources about investments, trading and more to keep you informed.

Join the Optima Value Plan Revolution Today!

Ready to trade with ease and confidence? Open your Optima Value Plan account now and experience trading like never before. Say goodbye to complexity, high fees, and frustration. Say hello to simplicity, low brokerage, and success.

Trade simple, trade smart – with Optima Value Plan. Your journey to financial success starts here.

Check out the plan details:

Plan Name


Client Segment / Particulars

Non Managed/ Others

AOC Charges (exclusive GST)


Free Cash Volume (₹)


Validity of Free Volume

90 days

Delivery Brokerage %


Intraday Brokerage %


Min Brokerage (₹)




Derivatives Per Order (₹)




Derivatives BNPL


Same Day Payout (₹)




Basket Investing Registration




Demat AMC

33% OFF

(1Txn p.a - Pay only ₹ 500/-

Or ₹ 750 for Nil txn)

Demat Debit Txn

Min ₹30 or 0.04%

and max cap of 4999/-

T&C Apply

Optima plan eligible to all Non-managed customers or Regular Savings A/cs

Customer to start the journey with the mobile number linked to its SA in HDFC Bank

1) This is a promotional offer & it's only for new demat & Trading account opened

2) Existing customers already holding demat & Trading a/c will not be eligible to avail the offers

3) The value plans are valid only till such time the Bank account is in a managed programme or product variant for which these plans are applicable. Else standard tariff would be applicable. Standard demat AMC is ₹750 pa

4) Min. Brokerage is applicable irrespective of your base brokerage rate Plan. Optima - ₹25

5) Demat AMC is Free for First Year

6) The AMC is levied, in advance, for a period of one year at the beginning of the billing cycle. For the computation of AMC for Managed Program, the transactions for the previous year will be evaluated, and basis the number of transactions done by the customer, AMC will be levied as per the transaction slabs defined.