The Demat & Trading account with Kotak Securities offers a seamless platform to manage your investments, execute trades, and benefit from research-backed insights. It integrates advanced digital capabilities through the Kotak Neo platform while providing the option of dealer-assisted support.  

Kotak Securities offers a comprehensive set of features designed to simplify investing and enhance trading efficiency such as:

Unified Account Options

Choose between Demat, Trading, 2-in-1 (Trading + Demat),

Wide Range of Investments

Invest in equities, derivatives, currencies, commodities, IPOs, mutual funds, ETFs, bonds, Buyback, OFS, Sipit

Advanced Trading Platforms

Kotak Neo (web + mobile app), NEST (desktop), and Neo Trade APIs for automated strategies.

Smart Tools & Research

Features include Strategy Bot, Payoff Analyser, Trade From Charts, SIP in stocks, Stock Baskets (Stockcase), Custom Alerts, and Advanced Screeners.

Research-backed Insights

It offers daily calls, derivative insights, and thematic research.

Convenient Fund Transfers

Seamless transfers via UPI, net banking, or linked bank accounts through the Kotak 3-in-1 advantage.

100% Digital Onboarding

Quick and paperless account opening

Kotak Neo is the next-generation investing and trading app, designed for today’s investors who want advanced technology with the flexibility of dealer-assisted support.

Key Features:

• Smart Login with secure access
  

• Trade From Charts with real-time order placement
  

• Strategy Bot and Payoff Analyser for F&O trading
  

• Price and Greek Alerts for derivatives
  

• Customized Stock Baskets (Stockcase)
  

• Equity SIP option for disciplined investments
  

• Market movers and equity screener tools
  

• Integrated research calls and educational tutorials

 Kotak Securities offers competitive and flexible pricing through its Trade Free Plans.

Note: The abovementioned fees and charges are subject to change. Visit the official website for further details. 

Getting started with Kotak Securities is quick and convenient, thanks to their fully digital onboarding process. Here are the simple steps you need to follow:

1. Click on ‘OPEN DEMAT ACCOUNT’
   

2. You will be redirected to the application page to begin the account opening process
   

3. Select a brokerage plan (Trade Free, Trade Free Youth, or Trade Free Pro)
   

4. Fill the online application with personal, financial, and contact details
   

5. Complete Aadhaar OTP or video KYC verification
   

6. Fund your account via UPI, bank transfer, or net banking
   

7. Start trading and investing instantly once approved

 Before applying, ensure you meet the eligibility criteria and keep the following necessary documents ready for a seamless account opening journey:

Eligibility

• Indian resident aged 18+
  

Required Documents

• PAN Card (mandatory)
  

• Aadhaar Details(identity proof)
  

• Income Proof (mandatory for F&O and margin trading)

Investments in securities market are subject to market risks, read all the related documents carefully before investing. Brokerage will not exceed SEBI prescribed limit. The securities are quoted as an example and not as a recommendation. SEBI Registration No-INZ000200137 Member Id NSE-08081; BSE-673; MSE-1024, MCX-56285, NCDEX-1262. Read full disclaimer here

Registered Office

27 BKC, C 27, G Block, Bandra Kurla Complex, Bandra (E), Mumbai 400051. Telephone No.: 022 43360000 Fax No.: 022 67132430

Correspondence Address

Infinity IT Park, Bldg. No 21, Opp. Film City Road, A K Vaidya Marg, Malad (East), Mumbai 400097. Telephone No.: 022-42856825