Kotak Securities is a SEBI registered broker and a member of NSE, BSE, MCX, NCDEX, offering a wide range of investment opportunities to its investors across Equity, F&O, Currency, Commodity, IPO, Mutual Funds, NCD, Sovereign Gold Bonds, Tax- free Bonds, and Stock Lending and Borrowing.

Kotak Securities is a full-service broker known for its research services, personalized services, online and offline support, and robust technology that offers a seamless trading experience to its users.

The company offers a choice of brokerage plans to investors based on flat-fee and percentage price models. It also provides a Margin Trading facility and margin against shares.

 

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Kotak Securities is one of the largest SEBI registered full-service brokers in India. The company provides trading and research services to both retail and institutional investors.

The company offers to open only Demat account, 2-in-1 account, or 3-in-1 account (Trinity account) as per your choice with multiple brokerage plans. Kotak Securities also provides NRI account services for people living outside India.

Kotak Securities has a robust mobile, web and desktop trading platform for a wide range of investments and trading services like Stocks, IPOs, Mutual Funds, and Currency Derivatives. The company also offers direct investments in US stock markets and many other value-added services like Margin Trading facility, margin against shares, portfolio tracker, Capital gains tracker, API trading, and much more.

 

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Kotak Securities is a full-service broking firm providing trading, investment, and research services to Retail Individuals, High Net Worth Individuals, NRI, Corporate clients, and Foreign Investors.

Kotak Securities is a one-stop-shop that offers investment opportunities across multiple asset classes like Equity, F&O, IPO, Mutual Funds, Currency, Commodities, Sovereign Bonds, US Stocks, Tax-Free Bonds, NCD, and much more. The company provides online as well offline support to its customers. It also offers many value-added services like Margin Trading Facility, Margin against Shares, BTST, Portfolio Tracker, etc.

Research & analysis is one of the key offerings of Kotak Securities. The company has a strong research team that provides technical & fundamental analysis to its customers for an informed investment.

 

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Kotak Demat and trading account closure is an offline process and cannot be closed online.

Steps to close Kotak Securities Demat & trading account:

1. Download the Demat & trading account closure form
2. Fill in account holder details.
3. Mention the reason for the closure.
4. Enter the Trading account and DP account details.
5. Provide the contact number.
6. Get it signed by all the account holders.
7. Courier the form to the address on the form.

Points to note:

• In case you want to transfer securities from your existing account to some other account, you will have to fill the DIS (delivery instruction slip) along with the documents to the branch office.
• Please make sure that there is no negative balance in your account before requesting account closure.
• If you have any Mutual Funds in your account, either redeem or convert them offline.

 

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Kotak Securities account activation is an online process that can be done through mobile or web platforms.

After registering with Kotak Securities, customers need to activate their accounts. The account-related information gets sent to the customers on their registered email id.

Steps to activate Kotak Securities account:

1. Go to the 'login account activation' page of Kotak Sec website or click on Activate Account in Kotak Securities Mobile App.
2. Enter your User ID and Password.
3. Input the account Activation Pin.
4. Provide your 'Old Password' and your 'New Password'.
5. Confirm the new password.
6. Read and accept disclaimers.
7. Answer any two security questions.
8. Confirm your contact details.
9. Click on 'Submit'.
10. 'Agree' to the Terms & Conditions of the account.

Once your account gets activated, you can log in to your account and start trading.

 

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Kotak Securities offers fully digital account opening.

Steps to open Kotak Securities account:

1. Visit Kotak Securities website.
2. Register and verify your mobile number and email id.
3. Provide your basic and identity details.
4. Upload KYC details
5. E-sign the form digitally to open an account.

Alternatively, you can visit the nearest Kotak Securities branch, or initiate a live chat with the Kotak Securities Customer Support desk and click on Open an account or drop a message on WhatsApp No. 77389 88888 to seek assistance and guidance on account opening.

You need to keep the following documents ready to open your account quickly:

• Pan Card
• Address Proof
• Bank Statement
• Aadhar Number

 

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You can activate derivatives in Kotak Securities online or offline by submitting the segment activation form.

Steps to activate derivatives in Kotak Securities online:

• Log in to your Kotak Securities mobile app.
• Click on More at the bottom of the screen.
• Click on Service & Support.
• Select Service Request.
• Click on Proceed under Segment Activation.
• Enter your annual income range and frequency for settlement of the account.
• Upload income proof.
• Click on the button against Equity Derivatives and Confirm.

Alternatively, you can download the Segment Activation Form from the Kotak Securities website and submit the duly filled form along with income proof at the nearest branch.

 

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The brokerage charges of Kotak Securities differ based on the chosen plan.

 

 Open Instant Account (Start Trading Today)