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Kotak Securities broker profile: accounts, costs, platforms, funding and protection

A detailed Indian securities profile covering Kotak Neo’s Youth, Trade Free and Pro plans, MTF, NRI accounts, API and TradingView restrictions, custody charges, withdrawals, expiry obligations, research and client protection.

By FXBrokers.ai ResearchOperating status: ActiveSources checked Published Updated
Profile scope

India securities brokerage. Trade Free Youth, Trade Free and Pro are pricing plans. NRI, dealer-assisted and distributed investment services have separate terms; this profile does not apply a retail FX cost model.

  • Youth, Trade Free and Pro have different delivery brokerage and eligibility; the first 30-day welcome offer is temporary.
  • API order brokerage concessions do not remove taxes, and static-IP and protected-price rules constrain automated orders.
  • MTF, DP debits, monthly maintenance and subscription fees materially change the cost beyond brokerage.
  • Neo’s Kill Switch excludes APIs and several linked platforms; funded and expiring positions require active monitoring.

Accounts & headline costs

Sections ↑
Account comparison01

Account and service routes at a glance

Account and service routes at a glance
Account / serviceContract and customer scopePlatform and principal condition
Trade Free YouthKotak Securities Limited — India; retail clientsKotak Neo. Under 30; current digital plan. Applicable taxes and DP charges remain separate.Source 4Source 60
Trade FreeKotak Securities Limited — India; retail clientsKotak Neo. Resident digital onboarding, after the first 30-day brokerage promotion.Source 1Source 60
Trade Free ProKotak Securities Limited — India; retail clientsKotak 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 APIKotak Securities Limited — India; retail clientsNeo 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]

Account comparison02

Digital plans after the welcome period

Digital plans after the welcome period
PlanOpening / subscriptionCash delivery
Trade Free Youth₹99 one-time opening; under 30₹0 brokerageSource 1
Trade Free₹0 opening0.20% per executed orderSource 2
Trade Free Pro₹0 opening; ₹249 + GST/month0.10% per executed orderSource 3
Pricing & charges03

Common digital trading rates

Common digital trading rates
TradeOrdinary brokerageCharging unit
Equity intradayLower of ₹10 or 0.05%Each executed orderSource 1
Equity futures and options₹10Each executed order, not each lotSource 1
Currency and commodity derivatives₹10Each executed order; segment activation and margin applySource 5
Account comparison04

Eligibility and plan changes

Eligibility and plan changes
RouteImportant condition
Trade FreeDedicated plan terms target resident Indian individuals; NRI, offline, franchisee and non-individual upgrade routes are excluded.Source 2
Trade Free ProResident individuals and non-individuals are described as eligible; NRI and franchisee clients are excluded.Source 3
Existing client moving to YouthPublished one-time switch fee ₹499 + GST; age test applies.Source 4
Broker essentials05

Essentials before choosing a plan

Essentials before choosing a plan
MeasureValueContext
Welcome periodThe digital plan pages advertise the first 30 days without brokerage. Price the continuing account on its ordinary tariff.Source 1
Pro cancellationUnsubscribing does not entitle the client to a refund of the subscription fee already charged.Source 7
NRI tariffNRI 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.

Account comparison06

Assisted and specialist relationships

Assisted and specialist relationships
OfferingWhat changes
MPower / dealer-assistedA dealer and research-assisted service is listed separately. Obtain its mapped written tariff; the digital tables do not establish its brokerage.Source 1
NRI TrinityBanking, trading and demat are connected; overseas residence, repatriation status and bank permissions govern the route.Source 43
Joint or minor dematHolding structure and permitted activity differ from ordinary self-directed adult trading.Source 45

View full spreads & trading costs

Products & platforms

Sections ↑
Reference table07

Investments and trading exposure

Investments and trading exposure
ProductRelationship and ownership
Indian shares and ETFsCash delivery holds securities in demat; intraday activity is a trading position until closed or validly converted.Source 42
Equity, currency and commodity derivativesExchange contracts with segment permissions, margin and expiry obligations; not a universal offshore spot-FX account.Source 5
MTF sharesDelivery investments funded partly by the broker and pledged as security.Source 14
Mutual funds, IPOs, bonds and other distributionThe issuer, scheme or manager supplies the underlying investment; broking registration does not make every product a brokerage deposit.Source 55
Platforms & products08

Platforms and their practical roles

Platforms and their practical roles
PlatformPublished toolsAccess boundary
Neo mobile and WebCharts, baskets, alerts and investment viewsUse the relevant segment and product type.Source 10
NEST desktopAdvanced charting, VWAP statistics and bracket ordersExisting Neo clients obtain the installation route through official support.Source 11
TradingView connectionMarket, limit, stop and stop-limit ordersBO, 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]

Platforms & products09

Neo Trade API: access and execution

Neo Trade API: access and execution
ItemPublished position
InterfaceREST API with a Python SDK and order, portfolio, margin and data functions.Source 8
ThroughputUp to 10 orders per second, subject to the API rules.Source 8
Brokerage exceptionTrade Free API orders are advertised at zero brokerage; bracket-order exit/square-off legs retain ordinary brokerage.Source 8
Market ordersConverted to limit orders with protection prices; options without an LTP can be rejected.Source 8
Platforms & products10

API static-IP controls effective 1 April 2026

API static-IP controls effective 1 April 2026
ControlOperational effect
Place, modify or cancelWhitelisted IP required; the session must originate from the same IP.Source 9
IP slotsTwo IPv4 addresses: primary and secondary. Changes are limited to once in seven days.Source 9
After changing IPCreate a new session before trading.Source 9
Read-only functionsLogin, reports, portfolio, data and WebSockets are not subject to the same IP validation.Source 9
The facts11

Automation is still client-controlled

Automation is still client-controlled
MeasureValueContext
AuthenticationAPI 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 measurementThe profile records published capabilities. It does not convert the broker’s latency or reliability marketing into an independently observed result.Source 8
Platforms & products12

Kill Switch: the material limitation

Kill Switch: the material limitation
ScopeWhat happens
Neo mobile / WebSelected trading segments are disabled until 23:59, then automatically re-enable at midnight.Source 13
Excluded routesAPIs, NEST, StrategyBot, InstaTrade, Stockcase, Smallcase, SIPIT, Cherry and other connected fintech routes are outside this switch.Source 13
Existing exposureOpen 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.

Pricing & charges13

Cash securities with special brokerage rates

Cash securities with special brokerage rates
SecurityPublished Trade Free rate
Liquid ETFs0.001% of transaction valueSource 5
Other ETFs0.05% of transaction valueSource 5
Government securities / Treasury bills0.01% of transaction valueSource 5
Pricing & charges14

Borrowing and debit costs

Borrowing and debit costs
Balance / planPublished rateWhen relevant
MTF: Trade Free or Youth14.99% p.a.; 0.041% dailyBroker-funded delivery balanceSource 4
MTF: Pro9.69% p.a.; 0.0265% dailyEligible funded delivery under paid Pro planSource 3
Outstanding debit0.049% per dayDelayed payment or debit balance under published plan termsSource 2
Non-cash collateral excess0.025% per dayNon-cash usage above 50% of total margin; not the whole pledged holdingSource 5
Pricing & charges15

Custody charges beyond brokerage

Custody charges beyond brokerage
ChargePublic scheduleQualification
DP outgoing debit0.04% of value; minimum ₹20Dedicated FAQ title names Youth but its body names Trade Free: confirm mapped plan.Source 39
Counting DP debitsPer stock per day for digital plansMultiple 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 FAQThe 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]

Pricing & charges16

Subscription, assistance and securities lending

Subscription, assistance and securities lending
ItemCharge basis
Pro subscription₹249 + GST each month; cancellation refund is not promised.Source 6
Dealer/system-assisted orderPublished additional charge up to ₹49 per executed order, subject to the stated overall regulatory brokerage ceiling.Source 2
SLBM lending / borrowing15% 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]

The facts17

Financed-holding accounting

Financed-holding accounting
MeasureValueContext
Interest clockMTF 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 ledgerThe 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 leviesThe 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 ↑
Reference table18

Order product selection

Order product selection
ProductUseFunding consequence
Intraday / MISSame-session activityMaintain margin and close before the live broker cutoff.Source 16
CNC / deliveryFully paid securities purchaseSupply settlement funds; changing product does not erase brokerage.Source 2
MTFFinanced deliveryFunded shares remain pledged and subject to margin checks.Source 14
Trading & service hours19

Published intraday square-off windows

Published intraday square-off windows
SegmentCurrent MIS helpImportant boundary
Cash equity15:05 ISTBroker can act earlier for a risk shortfall.Source 16
Equity F&O15:25 ISTUse the current platform notice for expiry handling.Source 16
Commodity30 minutes before market closeContract/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]

Trading & service hours20

Closing auction: order-entry interruption

Closing auction: order-entry interruption
PhasePublished platform guidance
15:15–15:20 ISTThe reference-price calculation interval does not accept new order entry.Source 19
From 15:20 ISTIndicative closing prices can be viewed for the closing auction.Source 20
Reference table21

Equity derivative expiry obligations

Equity derivative expiry obligations
Position finishing in deliverySettlement direction
Long stock future / long in-the-money call / short in-the-money putTake shares and provide the required funds.Source 21
Short stock future / short in-the-money call / long in-the-money putDeliver the underlying shares.Source 21
Index derivativeCash 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]

Reference table22

Collateral is conditional buying power

Collateral is conditional buying power
EventPractical implication
Pledged securities fall in valueAvailable collateral can shrink; additional cash or eligible securities may be required.Source 14
MTF margin shortfallThe broker can liquidate financed holdings under its risk process.Source 14
Partial book closureInspect 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 ↑
Reference table23

Adding INR to the account

Adding INR to the account
RouteHow it is used
UPI / netbankingInitiate through Neo’s Funds → Deposit flow.Source 23
IMPS / NEFT / RTGSUse the client’s official Direct Access details and the verified bank route.Source 23
Trinity relationshipThe linked Kotak Bank route forms part of the 3-in-1 service.Source 42
Pricing & charges24

Bank identity and funding fees

Bank identity and funding fees
CheckPublished position
Source of moneyUse your own linked bank account; third-party cheques are not accepted.Source 24
UPI mappingThe UPI ID must relate to a bank mapped to the trading account.Source 25
ChargesMobile 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]

Reference table25

Instant withdrawal controls

Instant withdrawal controls
ItemPublished rule
Availability10:00–16:00 IST on trading daysSource 29
Daily aggregateUp to ₹10,00,000; multiple requests allowed within that limitSource 30
FeeCurrently no instant-payout chargeSource 31
Failed transferThe help says the amount returns to the account balance; retry after checking status.Source 32
Reference table26

Trading balance versus money available to withdraw

Trading balance versus money available to withdraw
SituationTreatment
Shares sold todayProceeds may support trading but become withdrawable after settlement on the next trading day.Source 33
Withdrawal instructionRequest a payout to the registered linked bank using the funds-transfer area.Source 35
Instant eligibilityThe 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]

Reference table27

Moving securities instead of selling them

Moving securities instead of selling them
TaskWhat to arrange
Off-market transfer into NeoSelected holdings can move without closing the old demat account. Check receiving account identity and transfer instructions with both DPs.Source 36
Closure or termination transferThe 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 stockClear 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]

Entities & regulation28

Separate roles in the relationship

Separate roles in the relationship
RoleScope
Stock brokerRoutes eligible exchange trades and handles trading obligations.Source 60
Depository participantCompany 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 BankBanking in a Trinity account is a separate relationship from securities brokerage.Source 42
Research and distributionResearch registration and distribution permissions do not make every recommended product guaranteed.Source 55
Protections & eligibility29

Protection has a defined claim scope

Protection has a defined claim scope
MechanismBoundary
NSE investor protection fundEligible 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 alertsReconcile holding and transaction records and maintain current registered contact details.Source 37
Funded tradingBorrowing 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]

The facts30

Registration and product-provider distinction

Registration and product-provider distinction
MeasureValueContext
ResearchThe company discloses research-analyst registration INH000000586. Its calls remain investment research, not a return guarantee.Source 55
Portfolio servicesAlthough 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 ↑
Reference table31

Opening an ordinary individual account

Opening an ordinary individual account
StagePreparation
IdentityPAN, date of birth, Aadhaar/DigiLocker verification and registered mobile/email.Source 41
Bank and profileVerify the bank and complete occupation, income, experience and segment choices.Source 41
Consent and signatureNomination decision, selfie/signature and Aadhaar e-sign; opening remains subject to checks.Source 41
Account comparison32

Joint, minor and NRI account structures

Joint, minor and NRI account structures
StructurePublished condition
Joint dematUp to three holders in total: primary plus two joint holders.Source 45
Adding a new joint holderOpen a new joint account; an existing demat account cannot simply acquire another holder.Source 46
Minor dematGuardian-operated route; the guidance excludes intraday and equity/currency derivatives. Confirm the branch documentation.Source 49
Joint bankAn account in which the investor is a joint holder can be linked after verification.Source 47
Reference table33

NRI route: checks before applying

NRI route: checks before applying
IssuePublished position
Repatriable equity routeThe NRI page identifies PIS banking for NRE stock trading. Confirm permitted products and repatriation with the bank.Source 43
PricingResident Youth/Trade Free/Pro concessions cannot be assumed for an NRI account.Source 44
Joint NRI applicationKYC is required for all holders; the help directs documentation queries to [email protected].Source 48

Client help and opening

Client supportEmail
[email protected]Source 57

Scope Neo accounts and service queries

Hours General contact page: all days 08:00–18:00 IST

NRI supportTelephone
+918069440017Source 57

Scope NRI account service

Hours Monday–Friday 09:00–18:00 IST

Contact hubWebsite
https://www.kotakneo.com/contact-us/Source 57

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

Escalation teamEmail
[email protected]Source 57

Scope Include the previous complaint reference

Hours Trading days 09:00–18:00 IST

Head of serviceEmail
[email protected]Source 57

Scope Unresolved service complaint

Hours Trading days 09:00–18:00 IST

ComplianceEmail
[email protected]Source 57

Scope Regulated-service complaint

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 ↑
Reference table34

Research, baskets and recurring investing

Research, baskets and recurring investing
ServiceWhat is offered
Neo research and alertsResearch calls, price/quantity/Greeks alerts and market screening tools.Source 10
SIPITRecurring stock and ETF purchases inside Neo; ownership remains in the selected securities.Source 10
StockCaseCurated baskets with customer control over buying and selling; not automatically discretionary management.Source 51
Pricing & charges35

StockCase costs and operation

StockCase costs and operation
ItemPublished treatment
Basket fee₹100 + GST once per basket at the first investment.Source 51
Updates and rebalancesThe one-time fee includes subsequent basket updates; customer trades still require action and carry applicable trading costs.Source 51
Regular investmentThe service advertises investing from ₹1,000 a month; the chosen basket and market prices determine the actual order.Source 51
Reference table36

Securities lending versus ordinary share ownership

Securities lending versus ordinary share ownership
FeatureImplication
SLBMA distinct enabled lending/borrowing service; lending income is subject to the agreement and matching conditions.Source 53
Fee basisBrokerage is linked to the lending fee, with GST additional.Source 53
Reference table37

Private Client Group and distribution

Private Client Group and distribution
OfferingService boundary
Private Client GroupRelationship-led wealth support for affluent clients; assessment and minimums vary.Source 52
PMS, AIF and fixed incomeDistribution of managed and alternative products, bonds, REITs/InvITs and other investments; review provider fees and liquidity.Source 52
Loans, insurance and family-office needsThe group describes connected services or referrals, rather than one standard retail trading entitlement.Source 52
Specialized Investment FundsA 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]

Reference table38

Company identity and footprint evidence

Company identity and footprint evidence
ItemEvidence and interpretation
Legal identityKotak Securities Limited; company disclosure gives CIN U99999MH1994PLC134051.Source 55
Public footprintAbout 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 networkBranches, authorised-person routes and remote support supplement digital execution. Verify the specific office through the official contact hub.Source 57
The facts39

How this profile was checked

How this profile was checked
MeasureValueContext
Authority evidenceThe named SEBI stock-broker record was read separately from the company’s registration footer.Source 60
Commercial evidencePlan pages and the downloadable tariff were compared with operational help; conflicting details remain locally qualified.Source 1
Verification limitNo funded account, withdrawal, API session, execution latency or dealer response was tested.Source 8
Headquarters
Mumbai, India
The companies behind the brand

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

Licences and regulatory records for Kotak Securities Limited
Issuer & identifierRecorded statusDate & scope
Securities and Exchange Board of IndiaINZ000200137RegisteredChecked 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 ↑
Reference table40

Records and life-cycle administration

Records and life-cycle administration
TaskUseful route
DP transaction historyProfile → Reports and statements → DP transactions; choose dates and summary or detailed view.Source 54
MTF reconciliationRead both cash and MTF ledgers; realised P&L and fee allocation are different views.Source 15
Transmission after deathDeath certificate and account identification are required; nominee, surviving-holder and succession documentation differ.Source 50
The facts41

Official business and specialist routes

Official business and specialist routes
MeasureValueContext
Branch and business enquiriesUse 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 supportNeo 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]

Follow the evidence

Sources & further reading

  1. Digital and dealer-assisted pricing plans Kotak Securities · Accessed 11 Oct 2026
  2. Trade Free Pro plan Kotak Securities · Accessed 11 Oct 2026
  3. Trade Free Youth plan Kotak Securities · Accessed 11 Oct 2026
  4. Trade Free brokerage and charges sheet Kotak Securities · Accessed 11 Oct 2026
  5. Pro subscription charge Kotak Securities · Accessed 11 Oct 2026
  6. Pro subscription refund policy Kotak Securities · Accessed 11 Oct 2026
  7. Trade API static-IP rules effective April 2026 Kotak Securities · Accessed 11 Oct 2026
  8. Kotak Neo trading platform Kotak Securities · Accessed 11 Oct 2026
  9. NEST trading terminal Kotak Securities · Accessed 11 Oct 2026
  10. Order types supported through TradingView Kotak Securities · Accessed 11 Oct 2026
  11. Kill Switch: scope and exclusions Kotak Securities · Accessed 11 Oct 2026
  12. Understanding the MTF ledger Kotak Securities · Accessed 11 Oct 2026
  13. MIS product and square-off timing Kotak Securities · Accessed 11 Oct 2026
  14. Neo index-option expiry square-off warning Kotak Securities · Accessed 11 Oct 2026
  15. MIS timing FAQ with index-expiry exception Kotak Securities · Accessed 11 Oct 2026
  16. Closing auction reference-price interval Kotak Securities · Accessed 11 Oct 2026
  17. Closing auction indicative price Kotak Securities · Accessed 11 Oct 2026
  18. Physical settlement of equity derivatives Kotak Securities · Accessed 11 Oct 2026
  19. Stock-option expiry margin percentages Kotak Securities · Accessed 11 Oct 2026
  20. Supported methods of adding money Kotak Securities · Accessed 11 Oct 2026
  21. No third-party cheque funding Kotak Securities · Accessed 11 Oct 2026
  22. UPI and mapped bank identity Kotak Securities · Accessed 11 Oct 2026
  23. Deposit credit timing Kotak Securities · Accessed 11 Oct 2026
  24. Funding route charges Kotak Securities · Accessed 11 Oct 2026
  25. Instant payout service Kotak Securities · Accessed 11 Oct 2026
  26. Instant payout availability Kotak Securities · Accessed 11 Oct 2026
  27. Instant payout daily limit Kotak Securities · Accessed 11 Oct 2026
  28. Instant payout charge Kotak Securities · Accessed 11 Oct 2026
  29. Failed instant payout treatment Kotak Securities · Accessed 11 Oct 2026
  30. When share-sale proceeds become withdrawable Kotak Securities · Accessed 11 Oct 2026
  31. Standard withdrawal credit schedule Kotak Securities · Accessed 11 Oct 2026
  32. Withdrawal to a linked bank account Kotak Securities · Accessed 11 Oct 2026
  33. Moving holdings to Kotak Neo Kotak Securities · Accessed 11 Oct 2026
  34. Depository participant investor charter Kotak Securities · Accessed 11 Oct 2026
  35. Ordinary maintenance charge FAQ Kotak Securities · Accessed 11 Oct 2026
  36. DP outgoing charge FAQ Kotak Securities · Accessed 11 Oct 2026
  37. How a DP debit is counted Kotak Securities · Accessed 11 Oct 2026
  38. Online opening process Kotak Securities · Accessed 11 Oct 2026
  39. Trading, demat and 3-in-1 opening Kotak Securities · Accessed 11 Oct 2026
  40. NRI demat and Trinity offering Kotak Securities · Accessed 11 Oct 2026
  41. NRI brokerage service Kotak Securities · Accessed 11 Oct 2026
  42. Opening a joint demat account Kotak Securities · Accessed 11 Oct 2026
  43. Adding a holder to an existing demat account Kotak Securities · Accessed 11 Oct 2026
  44. Linking a jointly held bank account Kotak Securities · Accessed 11 Oct 2026
  45. NRI joint-holder documentation Kotak Securities · Accessed 11 Oct 2026
  46. Minor demat account guidance Kotak Securities · Accessed 11 Oct 2026
  47. Account-holder death and transmission process Kotak Securities · Accessed 11 Oct 2026
  48. StockCase baskets, fees and customer control Kotak Securities · Accessed 11 Oct 2026
  49. Private Client Group scope Kotak Securities · Accessed 11 Oct 2026
  50. Securities lending and borrowing brokerage Kotak Securities · Accessed 11 Oct 2026
  51. Finding DP transaction reports Kotak Securities · Accessed 11 Oct 2026
  52. About Kotak Securities Kotak Securities · Accessed 11 Oct 2026
  53. Customer service and grievance escalation Kotak Securities · Accessed 11 Oct 2026
  54. Specialized Investment Funds distribution Kotak Securities · Accessed 11 Oct 2026
  55. Zero brokerage through the Neo Trade API Kotak Securities · Accessed 11 Oct 2026
  56. SEBI named stock-broker registration: Kotak Securities Limited Securities and Exchange Board of India · Accessed 11 Oct 2026
  57. SEBI Basic Services Demat Account circular, 28 June 2024 Securities and Exchange Board of India · Accessed 11 Oct 2026
  58. NSE investor protection fund claim ceiling, 13 August 2024 National Stock Exchange of India · Accessed 11 Oct 2026
  59. 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.

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