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Open Kotak Securities Account (Kotak Securities Account Opening Process, Documents and Charges)


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Kotak Securities Account Opening Enquiry

Kotak Securities - Pay ZERO Intraday Brokerage + F&O Rs 20 per trade + Free Account Opening. Open Instant Account Now

Kotak Securities Account Opening Charges 2022

Kotak Securities account opening charges are Rs 0 (Free) for a trading account and Rs 0 (Free) for Demat account. Kotak Securities charge Rs 600 AMC for Demat account.

TransactionCharges
Trading Account Opening ChargesRs 0 (Free)
Account AMC ChargesRs 0
Demat Account Opening ChargesRs 0 (Free)
Demat AMC (Yealy)Rs 600

Kotak Securities Ltd, a subsidiary of Kotak Mahindra Bank was founded in 1994. They offers stock broking services and distributes financial products in India. They have 1209 branches, franchisees and satellite offices offers services to 11.95 Lakh customers. They corporate members with the Bombay Stock Exchange and the National Stock Exchange. They are also a depository participant with National Securities Depository Limited (NSDL) and Central Depository Services Limited (CDSL).

Kotak securities offers three-in-one account which allows investor to open demat, trading as well as a bank account together with Kotak Mahindra Bank Limited. One can open those account independently or at the same time under one umbrella with a single application form. Using 3 in 1 account client won't have to manually transfer money to trading account from the bank f=.account. The required funds get credited automatically. So it's easy to manage. Once your;- account open you can trade in Equity, IPO, Mutual Fund, ETF, Tax free bonds, Currency Derivatives, Gold ETF etc.

Kotak Securities Open Account

  1. Fill online Contact Us form on Kotak Securities web site. Enter your name, phone number, email address, city and submit the form. Once the form submitted, one of Kotak securities representative will contact you.
  2. Download the forms from their website, fill in the required details,  and submit it to their registered office.

Kotak Securities Account Opening Form, Name Change Request Form, Kotak Securities Account Closing Form etc. are available on their website. One can fill the form as per their requirement and submit it to their registered office.

Kotak Securities Special Offer

Kotak Securities Trade Free Plan

Open a 3-in-1 account and get:

  • Free Account Opening
  • Brokerage-Free Intraday trading
  • Flat Rs. 20 per trade brokerage in F&O

Interested in opening a trading account? Open Instant Account Now

Frequently Asked Questions

  1. 1. How to close Kotak Securities Demat Account?

    At a time an investor can hold up to 5 demat accounts and many investors open more than 1 demat account with different depository participants to avail this offer. But over the time they realize they need to close these demat accounts to avoid annual maintenance changes. In that case either they hold all securities in one account or rematerialize the shares and close all the demat account.


    Types of demat account closure with Kotak Securities:

    1. If the Kotak Securities demat account has no holdings and all payments have been settled, the investor can easily raise the closure request with the depository participant. To close the account investors need to:
      1. Download the closure form. Submit duly filled and signed the form to the nearest branch
      2. Alternatively, visit the branch and fill the account closure form and submit back to them.
    2. If all the payments have been settled but the demat account hold securities, it has to be transferred to another demat account. To transfer in another demat account, the investor needs to:
      1. Download the Account closure form
      2. Duly-fill Delivery Instruction Slip (DIS) to transfer the securities to another Account
      3. Submit the document to the nearest branch. Once all the required documents are submitted, the account will be closed within 5 working days.

    Before submitting the documents please make sure:

    1. All the dues are cleared
    2. All forms are duly filled and signed
    3. All holders have signed, in case of joint accounts

     

     

  2. 2. How to start trading in Kotak Securities?

    To start trading with Kotak Securities, you need to open an account with the broker.

    Kotak Securities offers to open 2-in-1 or 3-in-1 account (Trinity) services to its customers. Kotak Securities account opening is an online and instant process. You can trade online through Kotak mobile app, web, or trading terminal or place orders using the call and trade facility.

    Kotak Securities offers various brokerage plans, from which you choose the most suitable one according to your needs.

     

     

  3. 3. How to activate Kotak Securities Demat account?

    Kotak Securities Demat account gets auto-activated on opening the account. Kotak Securities trading account requires activation before starting to trade.

    Kotak Securities account activation is an online process.

    Steps to activate your Kotak Securities account:

    1. Visit Kotak Securities website.
    2. Click on Activate your account under First time user.
    3. Enter User ID and the password received on your registered email id.
    4. Enter the 6-digit activation pin from your welcome kit.
    5. After entering the PIN, you will get an option to set your password.
    6. Provide the new password and click on submit button.
    7. Read & accept disclaimers.

    After your account gets activated, you can log in with your username and password and start trading.

    In case of any issues during account activation, you can click on the 'chat with us' section to receive help.

     

     

  4. 4. How to open a Kotak Securities account online?

    You can open Kotak securities account online in just a few steps.

    Steps to open Kotak Securities account online:

    • Go to the Kotak Securities website.
    • Enter your Name, Mobile No., Email ID, and City.
    • Click on Open an account.
    • Enter the OTP received on your registered mobile number and click on Verify.
    • Verify the email ID by entering OTP received on the registered mobile number.
    • Click on Let's Go.
    • Select the products for trading and investment.
    • Enter your PAN number and Date of Birth.
    • Upload your photograph and provide personal details like your parent's name, marital status, occupation, income, and trading experience.
    • Provide Bank details (Account Number, IFSC, MICR)
    • Upload a photo of your signature done on a piece of white paper.
    • Upload Proof of Address.
    • Download and review the application form.
    • E-sign the form with the help of the Aadhar number.

    Once the application form gets submitted, it gets verified and approved by Kotak Securities. In case of no discrepancies, the account gets opened within a few hours.

     

     

Kotak Securities Account Opening Enquiry

Kotak Securities - Pay ZERO Intraday Brokerage + F&O Rs 20 per trade + Free Account Opening. Open Instant Account Now

Information on this page was last updated on Monday, November 7, 2022

Special Offer: Kotak Securities - Pay ZERO Intraday Brokerage + F&O Rs 20 per trade + Free Account Opening. Open Instant Account Now

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