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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. Open Instant Account Now

Kotak Securities Account Opening Charges 2024

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.

Transaction	Charges
Trading Account Opening Charges	Rs 0 (Free)
Account AMC Charges	Rs 0
Demat Account Opening Charges	Rs 0 (Free)
Demat AMC (Yealy)	Rs 600

Kotak Securities Ltd, a subsidiary of Kotak Mahindra Bank was founded in 1994. They offer stock broking services and distribute financial products in India. They have 1209 branches, franchisees and satellite offices that offer services to 11.95 Lakh customers. They are corporate members of 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 a three-in-one account which allows investors to open demat, trading as well as a bank account together with Kotak Mahindra Bank Limited. One can open those accounts 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 a trading account from the bank f=.account. The required funds get credited automatically. So it's easy to manage. Once your;- account is open you can trade in Equity, IPO, Mutual Funds, ETF, Tax-free bonds, Currency Derivatives, Gold ETF etc.

Kotak Securities Open Account

Open Your Account Online following below mentioned easy steps:

Visit www.kotaksecurities.com
Click on Open Demat Account

Step 1: Enter your mobile no.

Step 2: Enter the OTP

Step 3: Choose a card and tell us about your investment experience (How many years you have been trading)

Step 4: Provide your PAN No. and Date of Birth

Step 5: Provide your Aadhar details:

If you click on Continue - you will be taken to Digilocker
Enter Aadhar details in Digilocker portal
Enter the temporary OTP issued to the Aadhaar-registered mobile number.
And then press the Continue button.
Provide required documents by clicking on Allow
Step 6: Enter remaining details and click on Continue

Step 7: Add a Nominee

Add details of the Nominee and Guardian details in case the nominee is a minor (below 18 years age)
If the nominee details are not same as yours then untick the checkbox given and add the required details
If you untick the checkbox of "use same address as mine", then you need to manually enter the address.

Step 8: Then you need to verify your email ID:

You can continue with Gmail or enter your other valid email ID

Step 9: Enter your other required details like: marital status, Occupation, Yearly Income

Step 10: Select your Bank or you can also search the back from the search bar And then click on Continue

For Kotak Bank:

You only need to then add account Number and CRN No. associated with your Kotak Mahindra Bank Account. You do not need to upload any additional bank documents.

For Non Kotak Bank:

You need to add your Account No.

Click on Continue

Step 11: You will need to submit your,

Selfie,
Signature
PAN Card picture which shows your signature (If digital PAN card not available in Digilocker)
If you are any other non-Kotak Bank customer and your Bank Verification fails then you will have to upload the picture of your Bank documents like:
Bank Account Statement
Cancelled Cheque
You will have to untick the checkbox - in case you are not using your personal Mobile No. and Email ID.
You will have to enter the details of the relationship with the person whose email ID and Mobile No. details have been provided by you.

The Second Check box needs to be ticked (clicked) to activate your Derivatives & F&O Segment and upload your financial proof for the same - you can add any of the below documents (either in JPEG or PNG format) and it should not be password protected

DP Statement
Form 16
ITR
Last six months Bank Statement
Latest Salary Slip
Networth Certificate

Step 12: Select the Tariff plan after this which could be Trade Free, Trade Free Youth, Kotak Agni and PCG Lite. as applicable.

Click on Continue and you will be directed to the payment page for the selected plan.

Step 13: Now you just need to Digitally E-Sign your form by clicking on Proceed to Aadhar E-Sign

i.e. You need to type in your Aadhar No. and authenticate via OTP in your application form and your KYC form digitally.

Your application will be confirmed thereafter and you can proceed by Downloading the App

You will receive the confirmation on your registered Email id and mobile number, and you can start using the App.

Kotak Securities Special Offer

Kotak Securities Trade Free Plan

Open a 3-in-1 account and get:

Brokerage-Free Intraday trades (Equity and F&O).
Flat Rs. 20 per trade brokerage in F&O

Interested in opening a trading account? Open Instant Account Now

Frequently Asked Questions

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:
  
  Download the closure form. Submit duly filled and signed the form to the nearest branch
  
  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:
  
  Download the Account closure form
  
  Duly-fill Delivery Instruction Slip (DIS) to transfer the securities to another Account
  
  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
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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.

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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.

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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.

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