Accounts & headline costs
Sections ↑Account and service routes at a glance
| Account / service | Contract and customer scope | Platform and principal condition |
|---|---|---|
| Trade Free Youth | Kotak Securities Limited — India; retail clients | Kotak Neo. Under 30; current digital plan. Applicable taxes and DP charges remain separate.Source 4Source 60 |
| Trade Free | Kotak Securities Limited — India; retail clients | Kotak Neo. Resident digital onboarding, after the first 30-day brokerage promotion.Source 1Source 60 |
| Trade Free Pro | Kotak Securities Limited — India; retail clients | Kotak Neo. Eligible resident clients; Pro is a paid tariff, not a regulatory professional-client election.Source 6Source 3Source 60 |
| Trade Free plans via Neo Trade API | Kotak Securities Limited — India; retail clients | Neo Trade API. Account and segment approval required. Statutory charges remain payable.Source 59Source 60 |
Kotak Securities delivers its retail service under the Kotak Neo brand. The main choice is a digital brokerage plan linked to trading and demat accounts; Trinity adds a Kotak Mahindra Bank relationship. Account opening, delivery ownership and borrowing remain separate decisions. The figures below are Indian rupees and apply to the stated route, not every legacy or negotiated account.[42]
Digital plans after the welcome period
Common digital trading rates
Eligibility and plan changes
| Route | Important condition |
|---|---|
| Trade Free | Dedicated plan terms target resident Indian individuals; NRI, offline, franchisee and non-individual upgrade routes are excluded.Source 2 |
| Trade Free Pro | Resident individuals and non-individuals are described as eligible; NRI and franchisee clients are excluded.Source 3 |
| Existing client moving to Youth | Published one-time switch fee ₹499 + GST; age test applies.Source 4 |
Essentials before choosing a plan
| Measure | Value | Context |
|---|---|---|
| Welcome period | The digital plan pages advertise the first 30 days without brokerage. Price the continuing account on its ordinary tariff. | Source 1 |
| Pro cancellation | Unsubscribing does not entitle the client to a refund of the subscription fee already charged. | Source 7 |
| NRI tariff | NRI accounts use their own brokerage schedule; the published service page identifies a ₹50 fixed charge per order alongside volume-based brokerage. Obtain the complete quote. | Source 44 |
A lower delivery rate does not establish which account is cheapest. A useful comparison includes subscription, trade frequency and size, custody debits, financing days and the precise eligibility of any opening concession.
Assisted and specialist relationships
| Offering | What changes |
|---|---|
| MPower / dealer-assisted | A dealer and research-assisted service is listed separately. Obtain its mapped written tariff; the digital tables do not establish its brokerage.Source 1 |
| NRI Trinity | Banking, trading and demat are connected; overseas residence, repatriation status and bank permissions govern the route.Source 43 |
| Joint or minor demat | Holding structure and permitted activity differ from ordinary self-directed adult trading.Source 45 |
Products & platforms
Sections ↑Investments and trading exposure
| Product | Relationship and ownership |
|---|---|
| Indian shares and ETFs | Cash delivery holds securities in demat; intraday activity is a trading position until closed or validly converted.Source 42 |
| Equity, currency and commodity derivatives | Exchange contracts with segment permissions, margin and expiry obligations; not a universal offshore spot-FX account.Source 5 |
| MTF shares | Delivery investments funded partly by the broker and pledged as security.Source 14 |
| Mutual funds, IPOs, bonds and other distribution | The issuer, scheme or manager supplies the underlying investment; broking registration does not make every product a brokerage deposit.Source 55 |
Platforms and their practical roles
| Platform | Published tools | Access boundary |
|---|---|---|
| Neo mobile and Web | Charts, baskets, alerts and investment views | Use the relevant segment and product type.Source 10 |
| NEST desktop | Advanced charting, VWAP statistics and bracket orders | Existing Neo clients obtain the installation route through official support.Source 11 |
| TradingView connection | Market, limit, stop and stop-limit orders | BO, CO, AMO and GTT are excluded from this connection.Source 12 |
Order tools are not interchangeable across platforms. A strategy available on Neo or NEST may require a different workflow from the TradingView connection; confirm the submitted order in the broker’s order book.[12]
Neo Trade API: access and execution
| Item | Published position |
|---|---|
| Interface | REST API with a Python SDK and order, portfolio, margin and data functions.Source 8 |
| Throughput | Up to 10 orders per second, subject to the API rules.Source 8 |
| Brokerage exception | Trade Free API orders are advertised at zero brokerage; bracket-order exit/square-off legs retain ordinary brokerage.Source 8 |
| Market orders | Converted to limit orders with protection prices; options without an LTP can be rejected.Source 8 |
API static-IP controls effective 1 April 2026
| Control | Operational effect |
|---|---|
| Place, modify or cancel | Whitelisted IP required; the session must originate from the same IP.Source 9 |
| IP slots | Two IPv4 addresses: primary and secondary. Changes are limited to once in seven days.Source 9 |
| After changing IP | Create a new session before trading.Source 9 |
| Read-only functions | Login, reports, portfolio, data and WebSockets are not subject to the same IP validation.Source 9 |
Automation is still client-controlled
| Measure | Value | Context |
|---|---|---|
| Authentication | API credentials, TOTP and the approved static IP are distinct controls; a family IP allowance does not merge accounts or grant access. | Source 9 |
| No speed measurement | The profile records published capabilities. It does not convert the broker’s latency or reliability marketing into an independently observed result. | Source 8 |
Kill Switch: the material limitation
| Scope | What happens |
|---|---|
| Neo mobile / Web | Selected trading segments are disabled until 23:59, then automatically re-enable at midnight.Source 13 |
| Excluded routes | APIs, NEST, StrategyBot, InstaTrade, Stockcase, Smallcase, SIPIT, Cherry and other connected fintech routes are outside this switch.Source 13 |
| Existing exposure | Open positions remain. Cancel pending orders and resolve exposure before enabling the switch.Source 13 |
Fees & holding costs
Sections ↑“Trade Free” is the name of a tariff family, not a promise that every investment or transaction is free. Zero brokerage can coexist with custody fees, taxes, a subscription and interest on an outstanding balance.
Cash securities with special brokerage rates
Borrowing and debit costs
| Balance / plan | Published rate | When relevant |
|---|---|---|
| MTF: Trade Free or Youth | 14.99% p.a.; 0.041% daily | Broker-funded delivery balanceSource 4 |
| MTF: Pro | 9.69% p.a.; 0.0265% daily | Eligible funded delivery under paid Pro planSource 3 |
| Outstanding debit | 0.049% per day | Delayed payment or debit balance under published plan termsSource 2 |
| Non-cash collateral excess | 0.025% per day | Non-cash usage above 50% of total margin; not the whole pledged holdingSource 5 |
Custody charges beyond brokerage
| Charge | Public schedule | Qualification |
|---|---|---|
| DP outgoing debit | 0.04% of value; minimum ₹20 | Dedicated FAQ title names Youth but its body names Trade Free: confirm mapped plan.Source 39 |
| Counting DP debits | Per stock per day for digital plans | Multiple partial sales of the same stock that day are grouped in the dedicated FAQ.Source 40 |
| Ordinary non-BSDA maintenance | ₹50 per month in the AMC FAQ | The low-holding waiver text contains a malformed threshold; obtain the current tariff confirmation.Source 38 |
SEBI’s BSDA schedule allows annual maintenance of ₹0 up to ₹4 lakh and at most ₹100 above ₹4 lakh through ₹10 lakh. Individual ownership and single-account conditions also apply. Low holdings alone do not prove eligibility; older ₹50,000/₹2 lakh tables are obsolete.[61]
From 31 March 2026, DPs reassess BSDA eligibility quarterly and need authenticated, verifiable consent for a regular account where BSDA eligibility exists. Suspended, delisted and zero-coupon zero-principal securities are excluded from the eligibility valuation.[63]
Subscription, assistance and securities lending
| Item | Charge basis |
|---|---|
| Pro subscription | ₹249 + GST each month; cancellation refund is not promised.Source 6 |
| Dealer/system-assisted order | Published additional charge up to ₹49 per executed order, subject to the stated overall regulatory brokerage ceiling.Source 2 |
| SLBM lending / borrowing | 15% of the lending or borrowing fee, minimum ₹0.10 per share in the tariff sheet.Source 5 |
The Trade Free plan page says the additional ₹100 RMS liquidation fee was waived from 1 April 2025; the downloadable tariff still lists it. Treat the waiver as the current advertised policy, retain ordinary brokerage and taxes, and have support confirm the account-specific liquidation charge before relying on it.[2][5]
Financed-holding accounting
| Measure | Value | Context |
|---|---|---|
| Interest clock | MTF funding costs accrue daily on the funded amount while the position remains financed. Selling or paying to convert to fully funded delivery changes that exposure. | Source 14 |
| MTF ledger | The dedicated guide says fees can remain in the MTF book until the complete book is closed; partial sale does not necessarily clear every financed debit. | Source 15 |
| Taxes and levies | The signed tariff excludes statutory charges from its brokerage quotes. The contract note, exchange segment and transaction direction determine the final debit. | Source 5 |
Execution & trading rules
Sections ↑Order product selection
| Product | Use | Funding consequence |
|---|---|---|
| Intraday / MIS | Same-session activity | Maintain margin and close before the live broker cutoff.Source 16 |
| CNC / delivery | Fully paid securities purchase | Supply settlement funds; changing product does not erase brokerage.Source 2 |
| MTF | Financed delivery | Funded shares remain pledged and subject to margin checks.Source 14 |
Published intraday square-off windows
| Segment | Current MIS help | Important boundary |
|---|---|---|
| Cash equity | 15:05 IST | Broker can act earlier for a risk shortfall.Source 16 |
| Equity F&O | 15:25 IST | Use the current platform notice for expiry handling.Source 16 |
| Commodity | 30 minutes before market close | Contract/session close varies.Source 16 |
Kotak’s index-option FAQs conflict: one states an expiry-day exception, while another explicitly says Neo MIS index options are squared off on expiry too. Do not rely on the exception. Confirm the current notice and select an eligible carry-forward product before the cutoff if expiry settlement is intended.[17][18]
Closing auction: order-entry interruption
Equity derivative expiry obligations
| Position finishing in delivery | Settlement direction |
|---|---|
| Long stock future / long in-the-money call / short in-the-money put | Take shares and provide the required funds.Source 21 |
| Short stock future / short in-the-money call / long in-the-money put | Deliver the underlying shares.Source 21 |
| Index derivative | Cash settlement under the index contract; no underlying basket is delivered.Source 21 |
Stock-option exposure can require extra delivery margin from E−4, where E is the actual contract expiry. The required shares or cash can greatly exceed the premium paid. A stop order or planned closing trade does not guarantee an exit in a gap, illiquid market or blocked contract.[21]
Collateral is conditional buying power
| Event | Practical implication |
|---|---|
| Pledged securities fall in value | Available collateral can shrink; additional cash or eligible securities may be required.Source 14 |
| MTF margin shortfall | The broker can liquidate financed holdings under its risk process.Source 14 |
| Partial book closure | Inspect remaining MTF charges and debit interest as well as the visible stock position.Source 15 |
Expiry-margin source detail
Two official physical-settlement pages disagree at E−2: one gives 45% and the other 40% of the specified VaR/ELM/additional-margin base. This profile therefore does not publish a single definitive percentage ladder. Check the current risk circular and order margin; the old weekday labels in help content cannot substitute for the actual expiry date.[22][21]
Deposits, withdrawals & transfers
Sections ↑Adding INR to the account
| Route | How it is used |
|---|---|
| UPI / netbanking | Initiate through Neo’s Funds → Deposit flow.Source 23 |
| IMPS / NEFT / RTGS | Use the client’s official Direct Access details and the verified bank route.Source 23 |
| Trinity relationship | The linked Kotak Bank route forms part of the 3-in-1 service.Source 42 |
Bank identity and funding fees
| Check | Published position |
|---|---|
| Source of money | Use your own linked bank account; third-party cheques are not accepted.Source 24 |
| UPI mapping | The UPI ID must relate to a bank mapped to the trading account.Source 25 |
| Charges | Mobile UPI and linked Kotak Direct Access are described as free; bank or NEFT route charges can differ.Source 27 |
The deposit help describes supported electronic credits as instant. That is the service’s expected processing, not a guarantee against a bank delay or an unmatched transfer. Keep the payment reference and check the account ledger before submitting an order.[26]
Instant withdrawal controls
| Item | Published rule |
|---|---|
| Availability | 10:00–16:00 IST on trading daysSource 29 |
| Daily aggregate | Up to ₹10,00,000; multiple requests allowed within that limitSource 30 |
| Fee | Currently no instant-payout chargeSource 31 |
| Failed transfer | The help says the amount returns to the account balance; retry after checking status.Source 32 |
Trading balance versus money available to withdraw
| Situation | Treatment |
|---|---|
| Shares sold today | Proceeds may support trading but become withdrawable after settlement on the next trading day.Source 33 |
| Withdrawal instruction | Request a payout to the registered linked bank using the funds-transfer area.Source 35 |
| Instant eligibility | The service applies to funds available for payout; the daily ceiling is not an entitlement to withdraw margin in use.Source 28 |
For ordinary batch withdrawals, the public help’s prose says an approximately 16:00 cutoff but its detailed table uses 16:30. Requests after cutoff, weekends and bank holidays can move to a later business-day batch. The profile does not promise the later cutoff; check the live app’s processing estimate if timing matters.[34]
Moving securities instead of selling them
| Task | What to arrange |
|---|---|
| Off-market transfer into Neo | Selected holdings can move without closing the old demat account. Check receiving account identity and transfer instructions with both DPs.Source 36 |
| Closure or termination transfer | The DP charter describes client transfer rights; a termination-related fee concession is not proof that every ordinary off-market transfer is free.Source 37 |
| Financed or pledged stock | Clear the financing and pledge conditions before treating it as freely transferable inventory.Source 14 |
Protection & regulation
Sections ↑The named SEBI stock-broker register matches Kotak Securities Limited and INZ000200137. That confirms the registered intermediary identity within the register’s scope. It is not an assessment of investment suitability, future solvency or the quality of an individual execution.[60]
Separate roles in the relationship
| Role | Scope |
|---|---|
| Stock broker | Routes eligible exchange trades and handles trading obligations.Source 60 |
| Depository participant | Company disclosure identifies NSDL/CDSL registration IN-DP-629-2021 for custody services. This was not separately matched to a named DP register entry.Source 55 |
| Kotak Mahindra Bank | Banking in a Trinity account is a separate relationship from securities brokerage.Source 42 |
| Research and distribution | Research registration and distribution permissions do not make every recommended product guaranteed.Source 55 |
Protection has a defined claim scope
| Mechanism | Boundary |
|---|---|
| NSE investor protection fund | Eligible claims against defaulted or expelled members: ceiling ₹35 lakh per investor per claim for declarations from 13 August 2024. Not compensation for market losses.Source 62 |
| Depository records and alerts | Reconcile holding and transaction records and maintain current registered contact details.Source 37 |
| Funded trading | Borrowing and margin calls can leave a debit after liquidation; no universal loss cap is established by this profile.Source 14 |
Use the complaint route for the actual service involved. A listed exchange trade, a demat transfer, a bank transaction and a distributed investment can involve different counterparties and redress mechanisms. Keep the contract note, ledger, order reference and complaint ticket together.[57]
Registration and product-provider distinction
| Measure | Value | Context |
|---|---|---|
| Research | The company discloses research-analyst registration INH000000586. Its calls remain investment research, not a return guarantee. | Source 55 |
| Portfolio services | Although a PMS registration appears in the disclosure, the same page expressly says KSL does not provide PMS or act as an investment adviser; distributed PMS involves the appointed provider. | Source 55 |
Opening an account & support
Sections ↑Opening an ordinary individual account
| Stage | Preparation |
|---|---|
| Identity | PAN, date of birth, Aadhaar/DigiLocker verification and registered mobile/email.Source 41 |
| Bank and profile | Verify the bank and complete occupation, income, experience and segment choices.Source 41 |
| Consent and signature | Nomination decision, selfie/signature and Aadhaar e-sign; opening remains subject to checks.Source 41 |
Joint, minor and NRI account structures
| Structure | Published condition |
|---|---|
| Joint demat | Up to three holders in total: primary plus two joint holders.Source 45 |
| Adding a new joint holder | Open a new joint account; an existing demat account cannot simply acquire another holder.Source 46 |
| Minor demat | Guardian-operated route; the guidance excludes intraday and equity/currency derivatives. Confirm the branch documentation.Source 49 |
| Joint bank | An account in which the investor is a joint holder can be linked after verification.Source 47 |
NRI route: checks before applying
| Issue | Published position |
|---|---|
| Repatriable equity route | The NRI page identifies PIS banking for NRE stock trading. Confirm permitted products and repatriation with the bank.Source 43 |
| Pricing | Resident Youth/Trade Free/Pro concessions cannot be assumed for an NRI account.Source 44 |
| Joint NRI application | KYC is required for all holders; the help directs documentation queries to [email protected].Source 48 |
Client help and opening
Scope Neo accounts and service queries
Hours General contact page: all days 08:00–18:00 IST
Scope Toll-free India line, live chat, WhatsApp and branch routes
Hours Chat / WhatsApp listed 08:00–20:00 IST, all days
Escalating an unresolved complaint
Scope Include the previous complaint reference
Hours Trading days 09:00–18:00 IST
Complete the broker’s escalation process and retain its reference. The official contact page links SEBI SCORES and SMART ODR for eligible unresolved disputes. Posted hours describe access; this research did not test answer times or resolution quality.[57]
Additional services
Sections ↑Research, baskets and recurring investing
| Service | What is offered |
|---|---|
| Neo research and alerts | Research calls, price/quantity/Greeks alerts and market screening tools.Source 10 |
| SIPIT | Recurring stock and ETF purchases inside Neo; ownership remains in the selected securities.Source 10 |
| StockCase | Curated baskets with customer control over buying and selling; not automatically discretionary management.Source 51 |
StockCase costs and operation
| Item | Published treatment |
|---|---|
| Basket fee | ₹100 + GST once per basket at the first investment.Source 51 |
| Updates and rebalances | The one-time fee includes subsequent basket updates; customer trades still require action and carry applicable trading costs.Source 51 |
| Regular investment | The service advertises investing from ₹1,000 a month; the chosen basket and market prices determine the actual order.Source 51 |
Securities lending versus ordinary share ownership
Private Client Group and distribution
| Offering | Service boundary |
|---|---|
| Private Client Group | Relationship-led wealth support for affluent clients; assessment and minimums vary.Source 52 |
| PMS, AIF and fixed income | Distribution of managed and alternative products, bonds, REITs/InvITs and other investments; review provider fees and liquidity.Source 52 |
| Loans, insurance and family-office needs | The group describes connected services or referrals, rather than one standard retail trading entitlement.Source 52 |
| Specialized Investment Funds | A dedicated distribution page describes SIF access; its threshold is ₹10 lakh aggregated under the same fund house/PAN.Source 58 |
The service name does not establish whether a mutual-fund investment uses a Direct or Regular plan, or whether advice is discretionary. Confirm the scheme plan, distributor remuneration, portfolio mandate and product-specific exit terms before comparing its cost with brokerage.[55]
Company background & evidence
Sections ↑Kotak Securities is presented as the Kotak group’s securities business; Kotak Neo is its current retail-facing brand. The company’s group history should not be substituted for the incorporation date of the broker. The SEBI entry supplies a broking-registration validity date, which is a different milestone again.[56][60]
Company identity and footprint evidence
| Item | Evidence and interpretation |
|---|---|
| Legal identity | Kotak Securities Limited; company disclosure gives CIN U99999MH1994PLC134051.Source 55 |
| Public footprint | About page reports more than 5 million customer accounts, 145 branches and 1,000 franchises across 310 cities. These are company-published scale figures.Source 56 |
| Service network | Branches, authorised-person routes and remote support supplement digital execution. Verify the specific office through the official contact hub.Source 57 |
How this profile was checked
| Measure | Value | Context |
|---|---|---|
| Authority evidence | The named SEBI stock-broker record was read separately from the company’s registration footer. | Source 60 |
| Commercial evidence | Plan pages and the downloadable tariff were compared with operational help; conflicting details remain locally qualified. | Source 1 |
| Verification limit | No funded account, withdrawal, API session, execution latency or dealer response was tested. | Source 8 |
- Headquarters
- Mumbai, India
Legal entities & licences
These are source-dated records, not a blanket assessment of the broker. Read each issuer, identifier, status and scope together.
Kotak Securities Limited
IndiaSource 60
| Issuer & identifier | Recorded status | Date & scope |
|---|---|---|
| Securities and Exchange Board of IndiaINZ000200137 | Registered | Checked 11 Oct 2026Named SEBI register, snapshot 7 October 2026: validity 19 October 1995 to perpetual. Exchange and clearing rows are membership listings, not separate client guarantees.Source 60 |
Additional Information
Sections ↑Records and life-cycle administration
| Task | Useful route |
|---|---|
| DP transaction history | Profile → Reports and statements → DP transactions; choose dates and summary or detailed view.Source 54 |
| MTF reconciliation | Read both cash and MTF ledgers; realised P&L and fee allocation are different views.Source 15 |
| Transmission after death | Death certificate and account identification are required; nominee, surviving-holder and succession documentation differ.Source 50 |
Official business and specialist routes
| Measure | Value | Context |
|---|---|---|
| Branch and business enquiries | Use the contact page’s branch, careers and authorised-person links to identify the appropriate official route. | Source 57 |
| NRI KYC | [email protected] is published for NRI joint-account documentation. | Source 48 |
| Developer support | Neo API documentation directs API support to [email protected]. | Source 8 |
Commercial details that require the live account tariff
The unresolved differences are specific: the RMS surcharge waiver versus the tariff PDF; inconsistent index-option expiry square-off wording; physical-settlement E−2 percentages; a malformed AMC waiver threshold; and 16:00 versus 16:30 ordinary withdrawal cutoff wording. These do not justify substituting old zero-intraday pricing or promising one universal account tariff.[34][38]
Sources & further reading
- Digital and dealer-assisted pricing plans Kotak Securities · Accessed 11 Oct 2026
- Trade Free plan: eligibility, rates and operational terms Kotak Securities · Accessed 11 Oct 2026
- Trade Free Pro plan Kotak Securities · Accessed 11 Oct 2026
- Trade Free Youth plan Kotak Securities · Accessed 11 Oct 2026
- Trade Free brokerage and charges sheet Kotak Securities · Accessed 11 Oct 2026
- Pro subscription charge Kotak Securities · Accessed 11 Oct 2026
- Pro subscription refund policy Kotak Securities · Accessed 11 Oct 2026
- Neo Trade API: pricing, capabilities and protected order conversion Kotak Securities · Accessed 11 Oct 2026
- Trade API static-IP rules effective April 2026 Kotak Securities · Accessed 11 Oct 2026
- Kotak Neo trading platform Kotak Securities · Accessed 11 Oct 2026
- NEST trading terminal Kotak Securities · Accessed 11 Oct 2026
- Order types supported through TradingView Kotak Securities · Accessed 11 Oct 2026
- Kill Switch: scope and exclusions Kotak Securities · Accessed 11 Oct 2026
- Margin Trading Facility: funded positions and stock eligibility Kotak Securities · Accessed 11 Oct 2026
- Understanding the MTF ledger Kotak Securities · Accessed 11 Oct 2026
- MIS product and square-off timing Kotak Securities · Accessed 11 Oct 2026
- Neo index-option expiry square-off warning Kotak Securities · Accessed 11 Oct 2026
- MIS timing FAQ with index-expiry exception Kotak Securities · Accessed 11 Oct 2026
- Closing auction reference-price interval Kotak Securities · Accessed 11 Oct 2026
- Closing auction indicative price Kotak Securities · Accessed 11 Oct 2026
- Physical settlement of equity derivatives Kotak Securities · Accessed 11 Oct 2026
- Stock-option expiry margin percentages Kotak Securities · Accessed 11 Oct 2026
- Supported methods of adding money Kotak Securities · Accessed 11 Oct 2026
- No third-party cheque funding Kotak Securities · Accessed 11 Oct 2026
- UPI and mapped bank identity Kotak Securities · Accessed 11 Oct 2026
- Deposit credit timing Kotak Securities · Accessed 11 Oct 2026
- Funding route charges Kotak Securities · Accessed 11 Oct 2026
- Instant payout service Kotak Securities · Accessed 11 Oct 2026
- Instant payout availability Kotak Securities · Accessed 11 Oct 2026
- Instant payout daily limit Kotak Securities · Accessed 11 Oct 2026
- Instant payout charge Kotak Securities · Accessed 11 Oct 2026
- Failed instant payout treatment Kotak Securities · Accessed 11 Oct 2026
- When share-sale proceeds become withdrawable Kotak Securities · Accessed 11 Oct 2026
- Standard withdrawal credit schedule Kotak Securities · Accessed 11 Oct 2026
- Withdrawal to a linked bank account Kotak Securities · Accessed 11 Oct 2026
- Moving holdings to Kotak Neo Kotak Securities · Accessed 11 Oct 2026
- Depository participant investor charter Kotak Securities · Accessed 11 Oct 2026
- Ordinary maintenance charge FAQ Kotak Securities · Accessed 11 Oct 2026
- DP outgoing charge FAQ Kotak Securities · Accessed 11 Oct 2026
- How a DP debit is counted Kotak Securities · Accessed 11 Oct 2026
- Online opening process Kotak Securities · Accessed 11 Oct 2026
- Trading, demat and 3-in-1 opening Kotak Securities · Accessed 11 Oct 2026
- NRI demat and Trinity offering Kotak Securities · Accessed 11 Oct 2026
- NRI brokerage service Kotak Securities · Accessed 11 Oct 2026
- Opening a joint demat account Kotak Securities · Accessed 11 Oct 2026
- Adding a holder to an existing demat account Kotak Securities · Accessed 11 Oct 2026
- Linking a jointly held bank account Kotak Securities · Accessed 11 Oct 2026
- NRI joint-holder documentation Kotak Securities · Accessed 11 Oct 2026
- Minor demat account guidance Kotak Securities · Accessed 11 Oct 2026
- Account-holder death and transmission process Kotak Securities · Accessed 11 Oct 2026
- StockCase baskets, fees and customer control Kotak Securities · Accessed 11 Oct 2026
- Private Client Group scope Kotak Securities · Accessed 11 Oct 2026
- Securities lending and borrowing brokerage Kotak Securities · Accessed 11 Oct 2026
- Finding DP transaction reports Kotak Securities · Accessed 11 Oct 2026
- Legal entities, registrations and distribution disclosures Kotak Securities · Accessed 11 Oct 2026
- About Kotak Securities Kotak Securities · Accessed 11 Oct 2026
- Customer service and grievance escalation Kotak Securities · Accessed 11 Oct 2026
- Specialized Investment Funds distribution Kotak Securities · Accessed 11 Oct 2026
- Zero brokerage through the Neo Trade API Kotak Securities · Accessed 11 Oct 2026
- SEBI named stock-broker registration: Kotak Securities Limited Securities and Exchange Board of India · Accessed 11 Oct 2026
- SEBI Basic Services Demat Account circular, 28 June 2024 Securities and Exchange Board of India · Accessed 11 Oct 2026
- NSE investor protection fund claim ceiling, 13 August 2024 National Stock Exchange of India · Accessed 11 Oct 2026
- SEBI BSDA amendment effective 31 March 2026 Securities and Exchange Board of India · Accessed 11 Oct 2026
This profile reports dated public information, including broker-published services and terms. It does not independently test or guarantee execution, pricing or withdrawals. Inclusion is not an endorsement. Permissions and protections apply only to the named legal entity, service and client category; check the current official records and your contract.