Kotak Securities was founded in the year 1994 as a subsidiary of Kotak Mahindra Bank, a renowned private sector bank, established in 1985. As a stockbroking firm, Kotak Securities brings to its customers, an assurance of over 25 years of experience in catering to a diverse client base of retail and institutional investors.
Kotak Security offers various account, please find below the list of accounts:
Kotak Securities provides 3-in-1 account which comprises of a Demat account, a Trading account and a Savings account all in one so that all the stockbroking needs of the customer can be taken care of under one roof. Trinity account is for Kotak Mahindra Bank Customers only or new bank account will be open with Kotak Mahindra Bank.
Customers from Kotak Mahindra Bank,ING Vysya Bank, IndusInd Bank, Federal Bank (NRI Clients), Union Bank Of India, Citibank and Oriental Bank of Commerce can open 3-in-1 account with Kotak Securities as Linked Account. In this account, Kotak Securities mainly offer Trading Account where you can link existing saving account and demat account with other listed banks.
NRIs can open 3-in-1 account or only NRI trading accouth with Kotak Securities.
Kotak Securities also offers PMS services. You can opt for Portfolio Management Services account with Kotak Securities.
Kotak Securities open Account process starts as follows:
You can also visit the nearest branch of Kotak Securities and request for account opening. The concerned Relationship Manager will guide you on the same. To know your nearest location of a Kotak Securities branch, click here: https://www.kotaksecurities.com/ksweb/Contact-Us
The following documents are required to open an account at Kotak Securities:
Once the account opening form has been submitted at the Kotak Securities branch, or the application form has been filled online and the mandatory verification procedure is complete, you can check the status of the account opening at the company website. This can be done by filling the form on the company website. Click here to fill the form: https://www.kotaksecurities.com/ksweb/Help/Customer-Queries/Check-Application-Status
The status of account opening application can also be checked by calling the company’s helpline numbers 1800 222 299 / 1800 209 9191 or 3030 5757 (prefix your city STD code to dial from a mobile phone.)
Click on to the following link to fill up the account opening form online for Kotak Securities: http://www.kotaksecurities.com/landing-page/search/Brandtemp/Brandtemp.html?
To close an account with Kotak Securities, write an application to the company and visit the nearest Kotak Securities branch and fill the form for account closure. You can also download the form from ‘Application for Closing Account’ and submit it. Before closing the account, the account balance should be reduced to zero and shouldn’t have any shares. Click on the following link to download the account closing form at Kotak Securities
To reactivate a dormant Demat and Trading account, you need to get a reactivation form from your nearest Kotak Securities branch or request via customer care team. This form has to be filled and submitted along with all the required documents that are needed for a new account activation. If there are any pending maintenance dues, they have to be cleared before account activation. Reactivation charges of Rs 500 might have to be paid to the DP which can be waived off if the number of shares in the account is substantial.
Due to flexibility in account opening, Kotak Securities is giving more freedom to its clients. They have partner bank list so you don’t have to open bank account with Kotak Mahindra bank.You can just open Trading and Demat account. Kotak Securities has a complete offering for traders as well as investors including Equity Trading, ETF, Derivatives, Currency Derivatives, Mutual Funds, Bonds, Insurance, loan and many more. Branch network of Kotak Mahindra Bank is the key for the success of Kotak securities, due to that customer get quick and easy customer support. Excellent and award-winning trading platforms has everything for trading & investment needs. Free Mutual Fund account and excellent margin/leverage products are also positives for the company. Free Intraday Trading service is eye-catching for retail traders, with cover orders up to 50x leverage is a good deal for intraday traders.
To open a new trading account with Kotak Securities you need to submit a request form, you can complete your application online or you can share your contact number and Kotak Securities representative will contact you to guide on next steps.
To open a new account with Kotak Securities, currently no offer is available.
Kotak Securities doesn’t have any promo code/promo coupon for new account opening.
Kotak Securities doesn’t have any referral bonus scheme.
Last Updated on 2019-09-02