Client tools
Everything You Need,
One Click Away
Logins, payments, documents and downloads for existing clients — gathered on one page so you never have to hunt for them.
- Trade NowLogin to the Urja Trade web terminal
- Back OfficeLedgers, contract notes, holdings, P&L
- Open an AccountDigital account opening — ₹0 sign-up
- IPO DeskApply for open public issues online
- Pay NowAdd funds by IMPS / NEFT / RTGS or UPI
- Withdrawal RequestSubmit your withdrawal details
- DownloadsForms, trading software and patches
Pay now
Adding Funds
Transfer only from the bank account registered with us. Third-party transfers are not accepted.
You can transfer funds through IMPS, NEFT or RTGS by adding Urja’s bank account as a beneficiary, or pay by UPI. After the transfer, email the transaction details to customercare@urjaglobalinvestment.com with “your client code Funds Transfer” in the subject line.
Always verify the beneficiary name before transferring. Beneficiary name: URJA INVESTMENT PRIVATE LIMITED. We will never ask you to transfer to a personal account.
Account opening
Documents Required
Keep these ready before you start your account opening.
- PAN Card
- Address proof: UID/Aadhaar, passport, driving licence or voter ID
- Bank proof: pre-printed cancelled cheque and the last six months of bank statement or passbook
- Three passport-size photographs
- Cheque for account-opening charges
Downloads
Forms & Software
Forms, policy documents and trading software download right here, on this site.
Download KYC forms
You can download and access forms for opening individual, non-individual, and partner accounts, as well as for various purposes such as nomination, FATCA compliance, reactivation, verification, updating personal details, and account closure. Simply click on the corresponding links provided below to download the forms of your choice. Once downloaded, you can print them out for your convenience.
KYC Individual Forms
Forms required for individual account holders.
KYC Non-Individual Forms
Forms required for corporate, partnership, HUF, and other non-individual accounts.
Download Software
Download the latest trading software, patches and configuration files.
- Jeebr Config fileLast updated: Jun 02, 2026ZIP · 1 KB
- Remote AnydeskLast updated: Jan 28, 2026ZIP · 7.6 MB
- Remote Ultra ViewLast updated: Jan 28, 2026ZIP · 3.4 MB
- WinZipLast updated: Jan 28, 2026ZIP · 22.6 MB
- XTS Doman Config FileLast updated: Jan 28, 2026ZIP · 1 KB
- XTS Patch 22 july 2026Last updated: Jul 22, 2026ZIP · 31.2 MB
- Xts Patch 64xLast updated: Sep 05, 2026ZIP · 32.4 MB
- Xts Patch 86xLast updated: Sep 05, 2026ZIP · 32.4 MB
- XTS TWS SoftwareLast updated: Jan 28, 2026ZIP · 30.5 MB
Policy documents
- UIPL Conflict of InterestDOCX · 25 KB
- UIPL Inactive Accounts Policy - Version 1DOC · 49 KB
- UIPL Error Account Code Modification PolicyDOCX · 13 KB
- UIPL Limit SetupDOCX · 14 KB
- UIPL PMLA Policy January 2024DOCX · 71 KB
- UIPL RMS PolicyDOCX · 15 KB
- UIPL Unauthenticated News Circulation PolicyDOCX · 14 KB
- UIPL Surveillance PolicyDOC · 58 KB
Start your journey
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Open your trading and demat account online. No sign-up fee.
- Digital
account opening - SEBI registered
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desk on call
Same discipline. A brighter tomorrow.
