7 Steps For First Time Investors

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Information about 7 Steps For First Time Investors

Published on June 12, 2013

Author: KotakSecurities



"A journey of a thousand miles begins with a single step.” – Lao Tzu.
Start early, start small, start anywhere but do start.
View the presentation to know the 7 simple steps to begin trading.
Open an account today to begin your journey:

7 Steps Demystifying Stocks for First Time Investors

Introduction If you are facing the right direction, all you have to do is keep on walking. Your investing experience begins with the first trade you place. Like many first steps, the first trade on the stock market is a rite of initiation. There are a million reasons to select a stock, and therein lies the problem. We present to you 7 simple steps to start your trade

Step 1 Look around you to see if there is a company that seems to be selling products faster than others or an unmet need being fulfilled

Step 2 Look up the promoter and see if you think you can trust them

Step 3 Buy a small quantity

Step 4 Now start tracking the price and the news around it

Step 5 Try and read the balance sheet and what the MD's statement is

Step 6 Understand competition and other forces of the industry

Step 7 Start all over again

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Disclaimer: Kotak Securities Limited, Registered Address: 27 BKC, C 27, G Block, Bandra Kurla Complex, Bandra (E) Mumbai 400 051. Correspondence Address: 6th Floor, Kotak Infinity, Building No. 21, Infinity Park, Off Western Express Highway, General AK Vaidya Marg, Malad (East), Mumbai 400097. Tel no: 66056825. SEBI Registration Numbers: NSE INB/INF/INE 230808130, BSE INB 010808153 / INF 011133230, OTC INB 200808136, MCX-SX INE 260808130/ INB 260808135/INF 260808135 , NSDL IN-DPNSDL-23-97, CDSL IN-DP-CDSL-158-2001, AMFI ARN 0164. Compliance Officer - Mr. Sandeep Chordia. Tel. No: 022 6605 6825. Email id: In case you require any clarification or have any concern, kindly write to us at below email ids: • For Trading Account related queries: • For Demat Account related queries: • Alternatively, you may feel free to contact our customer service desk at our toll free numbers 18002099191 or 1800222299. You may also call at 30305757 by using your city STD code as a prefix. • In case you wish to escalate your concern / query, please write to us at and if you feel you are still unheard, write to our customer service HOD at

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