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Kotak Securities Account Opening Enquiry
Incorporated in 1994, Kotak Securities Ltd is a full-service stock broker offering 3-in-1 account (Bank + Trading + Demat Account) to retail investors in India. It offers investment in equities, derivatives (equities, commodities, currency) and mutual funds. It also offers services like Research SMS, margin trading, depository services and third-party products like insurance. The company also provides direct access to the US markets. Kotak Securities is a subsidiary of Kotak Mahindra Bank, one of the leading private banks in India.
Kotak Securities offer its services through 150+branches and 1300+franchisees across 360+cities.
What makes Kotak Securities different from the competition?
Open a 3-in-1 account and get:
Interested in opening a trading account? Open Instant Account Now
Kotak 3-in-1 account(Trinity account) is a combination of a savings bank account, trading account, and a Demat account. It offers a seamless and hassle-free trading experience to trade/invest in IPO, bonds, ETFs, ESOPs, derivatives, and equity.
The Kotak Securities 2-in-1 accountis a combination of a trading and Demat account. Investors can choose their external bank accounts.
Private Client Group is an exclusive offering designed to cater to the needs of high net worth (HNI) individuals. It offers a comprehensive product suite, a dedicated relationship manager, and in-depth research.
Kotak's NRI account allows NRI investors to trade in Indian stock markets. The 3-in-1 NRI accountoffers triple benefits of savings, trading, and Demat account. With this account, NRI investors can trade in bonds, ETFs, ESOPs, equity, derivatives, etc.
|
Plan Name |
Trade Free Plan |
Trade Free Youth Plan |
Trade Free Pro |
|
What it is? |
Rs 10 per order Brokerage on all intraday and 0.20% on stock delivery trades |
Investors or traders under 30 years of age, Pay ZERO brokerage on stock investing |
Up to 4x leverage with our Margin Trading Facility (MTF) at a low interest rate. 9.75% Interest p.a. for MTF |
|
Account Opening Fee |
FREE |
Rs 99 |
Rs 0 |
|
Plan fee |
Switching fees for existing holders Rs 499 + GST (One time) |
Switching fees for existing holders Rs 499 + GST (One time) |
Subscription fee Rs 249+ GST monthly |
|
Intraday Brokerage |
Rs 10 per order or 0.05%, whichever is lower per executed order |
Rs 10 per order or 0.05%, whichever is lower per executed order |
Rs 10 per order or 0.05%, whichever is lower per executed order |
|
Equity Delivery |
0.20% |
FREE (All segments) |
0.10% |
|
Carry forward (All applicable segments) |
Rs 10 per order |
Rs 0 per order |
Rs 10 per order |
|
Interest on Margin Trading Facility |
0.049% per day |
0.041% per day |
Interest on Margin Trading Facility (MTF) - 9.75% p.a Interest on outstanding debit balance - 0.049% per day |
|
Interest on Stock used as margin for derivative trades |
0.00% - Stock used as margin for derivative trades, if 50:50 cash and collateral 0.025% per day (8.99% annually) - If non-cash collateral margin > 50% |
0.00% - Stock used as margin for derivative trades, if 50:50 cash and collateral 0.025% per day (8.99% annually) - If non-cash collateral margin > 50% |
Stock used as margin for derivative trades, if 50:50 cash and collateral - 0.00% If non-cash collateral margin > 50% - 0.025 % per day (8.99% annually) |
|
Demat AMC |
BSDA Client: If More than Rs. 4 lakhs but up to Rs. 10 lakhs - Rs 100 +GST p.a If greater than Rs 10 lakhs - Rs 50 +GST per month (Account will convert to Non BSDA) Non BSDA Client: Holding value of securities if less than or equal to Rs 1000 - Rs 0 If greater than Rs 1000 - Rs 50 +GST per month |
Rs 0 |
BSDA Client: If More than Rs. 4 lakhs but up to Rs. 10 lakhs - Rs 100 +GST p.a If greater than Rs 10 lakhs - Rs 50 +GST per month (Account will convert to Non BSDA) Non BSDA Client: Holding value of securities if less than or equal to Rs 1000 - Rs 0 If greater than Rs 1000 - Rs 50 +GST per month |
VisitKotak Securities Brokerage Charges Reviewfor more detail.
Opening a Kotak Securities Demat Account is easy. To do so:
Kotak Securities offers multiple trading platforms to suit investors' requirements. Following are the trading platforms available by Kotak Sec:
1. Website based Trading
A stock trading website, which can be accessed through any popular Web Browser. Kotak Neo can be accessed on your desktop/laptop. All exciting features be it Stocks & IPO's, Futures & Options, Mutual Fund & ETFs, Currency & Commodity, Smallcase, Stockit, Pay off analyser, you will find everything under one roof.
2. Mobile Stock Trading
Kotak Neo App is designed to provide simplified and smooth trading & investing experience. The app is loaded with trader and investor-centric features, keeping in mind the needs of new age traders & investors.
3. Trade API
Through Neo Trade API, you can execute trades with utmost ease. They help traders and developers to integrate live market feed with their strategies. Customise your trading platform to plan and execute trades. The company's Fintech Partners are: Tradetron, Algo Baba, Trading View, Amibroker, Ninja Trader, Chartlink, Meta Trader 4 and Trade from Excel.
4. Desktop
Kotak Securities have Nest Terminal, a user-friendly platform that will help dynamic traders monitor markets, place orders seamlessly, and also buy & sell shares in real-time. The sophisticated trading terminal will give you an edge in the competitive market.
Visit Kotak Securities Trading Software Review for more detail.
Kotak Securities Account Opening Enquiry
The following are the advantages of Kotak Securities. You must read Kotak Securities advantages and disadvantages before opening an account with Kotak Securities. Kotak Securities pros and cons help you find if it suits your investment needs.
The following are the cons of Kotak Securities. Check the list of Kotak Securities drawbacks.
Kotak Securities margin for intraday trading is up to 20% of trade value (max 5x leverage) based on the stock. Kotak Securities F&O intraday trading margin is 1.3x across Equity, Currency, and Commodity trading at BSE, NSE, and MCX. There is no additional margin offered for Kotak Securities F&O carry forward positions and equity delivery trades.
| Segment | Margin | Leverage |
|---|---|---|
| Equity Delivery | 100% of trade value for T+5 days | 1x |
| Equity Intraday | Up to 20% of trade value | 5x |
| F&O (Equity, Currency and Commodities) | 100% of NRML margin (Span + Exposure + Delivery margin) | 1x |
| Overall Rating |  2.4/5 |
| Fees | 2.4/5 |
| Brokerage |  2.3/5 |
| Usability |  3.2/5 |
| Customer Service |  2.8/5 |
| Research Capabilities |  2.7/5 |
Based on 200 Votes by Kotak Securities Customers
Do you trade with Kotak Securities? Rate Kotak Securities
The number of Kotak Securities customer complaint received by the exchanges. The Kotak Securities consumer complaint report helps understanding the Kotak Securities quality and relibility of service.
| Exchange | Financial Year | Number of Clients* | Complaints** | % |
|---|---|---|---|---|
| BSE | 2025-26 | 213374 | 8 | 0.0037 % |
| NSE | 2025-26 | 1443751 | 273 | 0.0189 % |
| BSE | 2024-25 | 653573 | 73 | 0.0112 % |
| NSE | 2024-25 | 1484038 | 1065 | 0.07 % |
| BSE | 2023-24 | 435352 | 54 | 0.01 % |
| NSE | 2023-24 | 1248531 | 610 | 0.04 % |
| BSE | 2022-23 | 243331 | 25 | 0.01 % |
| NSE | 2022-23 | 923785 | 605 | 0.06 % |
| BSE | 2021-22 | 210315 | 36 | 0 % |
| NSE | 2021-22 | 1256001 | 393 | 0.03 % |
* The number of active customers reported by the broker.
** The total number of complaints received against the broker at the given exchange.
Visit Kotak Securities Complaints at BSE, NSE and MCX for detail report.
|
Segment |
Margin/Leverage |
|---|---|
|
Currency Futures Margin |
Trade Value = Upto 40x |
|
Currency Options Margin |
Buy - Premium = 1x |
|
Commodity Futures Margin |
Trade Value = Upto 8x |
|
Commodity Options Margins |
Buy - Premium= 1x |
Kotak securities account can only be closed through the offline process by following the below steps:
It takes around 7-10 working days to close Kotak securities account after form submission.
Before initiating the account closure, ensure the below points are taken care of:
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.
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.
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.
Kotak Demat and trading account closure is an offline process and cannot be closed online.
Steps to close Kotak Securities Demat & trading account:
Points to note:
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:
Once your account gets activated, you can log in to your account and start trading.
Kotak Securities offers fully digital account opening.
Steps to open Kotak Securities 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:
You can activate derivatives in Kotak Securities online or offline by submitting the segment activation form.
Steps to activate derivatives in Kotak Securities online:
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.
The brokerage charges of Kotak Securities differ based on the chosen plan.
|
Plan Name |
Trade Free Plan |
Trade Free Youth Plan |
Trade Free Pro |
|
What it is? |
Rs 10 per order Brokerage on all intraday and 0.20% on stock delivery trades |
Investors or traders under 30 years of age, Pay ZERO brokerage on stock investing |
Up to 4x leverage with our Margin Trading Facility (MTF) at a low interest rate. 9.75% Interest p.a. for MTF |
|
Account Opening Fee |
FREE |
Rs 99 |
Rs 0 |
|
Plan fee |
Switching fees for existing holders Rs 499 + GST (One time) |
Switching fees for existing holders Rs 499 + GST (One time) |
Subscription fee Rs 249+ GST monthly |
|
Intraday Brokerage |
Rs 10 per order or 0.05%, whichever is lower per executed order |
Rs 10 per order or 0.05%, whichever is lower per executed order |
₹10 per order or 0.05%, whichever is lower per executed order |
|
Equity Delivery |
0.20% |
FREE (All segments) |
0.10% |
|
Carry forward (All applicable segments) |
Rs 10 per order |
Rs 0 per order |
Rs 10 per order |
|
Demat AMC |
For BSDA Client: If More than Rs. 4 lakhs but up to Rs. 10 lakhs - Rs 100 +GST p.a If greater than Rs 10 lakhs - Rs 50 +GST per month (Account will convert to Non BSDA) |
Rs 0 |
For BSDA Client: If More than Rs. 4 lakhs but up to Rs. 10 lakhs - Rs 100 +GST p.a If greater than Rs 10 lakhs - Rs 50 +GST per month (Account will convert to Non BSDA) |
Kotak Securities Account Opening Enquiry
Information on this page was last updated on Friday, July 5, 2024
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