Kotak Security Stock trading, Demat, Brokerage and Reviews 2018

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

Kotak Securities Open Account

  1. Fill online Contact Us form on Kotak Securities web site. Enter your name, phone number, email address, city and submit the form. Once the form submitted, one of Kotak securities representative will contact you.
  2. Download the forms from their website, fill in the required details, and submit it to their registered office.

Kotak Securities Account Opening Form, Name Change Request Form, Kotak Securities Account Closing Form etc. are available on their website. One can fill the form as per their requirement and submit it to their registered office.

Do you trade with Kotak Securities?

Information about Kotak Securities account opening, Kotak Securities open account, Kotak Securities opening charges, Kotak Securities account opening charges, Kotak Securities account opening status, Kotak Securities amc charges, Kotak Securities account charges, Kotak Securities account closure

Kotak Securities's Trading Platforms

Kotak Securities offers multiple trading platforms to suite investor's requirement. Following are the trading platforms available by Kotak Sec:

  1. Website Based Trading - A stock treading website which can be accessed though any popular Web Browser. This is the most convenient and popular way to invest with Kotak Securities. Kotak also offers a light weight trading website 'Xtralite', which can be used by investors with slow speed internet.
  2. Trading Terminals (KEATProX and FASTLANE) - Kotak offers two different trading terminal based application which are very popular among stock traders. KEATProX is an exe based installable desktop application providing fastest trading experience. FASTLANE is a Java applet based application which gives you a trading terminal kind of experience without any installation on your computer. FASTLANE gives KEATProX like features and the benefits of website based trading as it can be access from anywhere though web browser.
  3. Mobile Stock Trading - Kotak offers high speed mobile based application to trade in Stock Market. Through this mobile app, a customer can Execute Trades, Monitor Portfolio, View Streaming Quotes and Intraday Charts.
  4. Branch Advisory and Call & Trade - Kotak also offers trading facility though its 1400+ branches and though call centers using call & trade facility.

Find info about Kotak Securities platform, Kotak Securities trading platform, Kotak Securities trading software, Kotak Securities trading demo, Kotak Securities Demo, Kotak Securities download, Kotak Securities software download, Kotak Securities software, Kotak Securities stop loss, Kotak Securities trading and Kotak Securities trading account.

Account Types

Kotak offers different account types according to users requirement:

  1. AutoInvest
  2. AutoInvest is a unique Online Trading Account which provide investment planning in Gold ETFs (Exchange Traded Funds), Equities and Mutual Funds to their customers. Gold ETFs are mutual fund schemes that will invest the money collected from their investors in standard gold bullion.

    Kotak's advisor gives the recommendation according to investor's risk capability and investment plans. Minimum investment of Rs 5000 required for AutoInvest account.

  3. Kotak Gateway
  4. Kotak Gateway account opens the gateway to a world of investing opportunities for beginners. Kotak Gateway user can trade anywhere, anytime using internet. Kotak also offers call and trade facility. Investor can also trade Currency Derivative using Kotal gateway account.

    .

    Kotak Securities provide SMS alert, research report, free news and market updates to the account holders. Best feature of Kotak gateway is call and trade facility. Anybody can activate Kotak Gateway account with any amount between Rs 20,000 to 5, 00,000. This can be in form of cash deposit or the value of the shares you buy. Brokerage will be charged based on the account type. For intraday trading brokerage is .06% both sides for less then 25 lakhs and .023% for more then 25 crores.

  5. Kotak Privilege Circle
  6. Kotak Privilege Circle is the premium investment account offed by Kotak Securities. Along with Kotak Gateway account benefits Kotak provides independent market expertise and support through a dedicated relationship manager and a dedicated customer service desk which provides assistance in opening accounts, handling day-to-day problems, and more. They provides KEAT premium which is an exclusive online tool that lets you monitor what is happening in the market and view your gains and losses in real-time.

    One can activate Kotak Privilege Circle account with any amount more than Rs. 10,00,000 as margin, by way of cash or stock. For intraday trading brokerage is .06% both sides for less then 25 lakhs and .03% for more then 25 crores.

  7. Kotak Freedom for Mutual Fund Investments.
  8. Kotak Super Saver, a Flat Brokerage and a Low Margin account.
  9. PMS (Portfolio Management Service), an account for people who need an expert to help to manage their investments.
  10. NRI Account, a online trading an investment account for NRI investors.
  11. Trinity Account [3-in-1 Account]
  12. Trinity Account is an integrated account that helps investors enjoy the benefits of a Online Trading Account, Bank Account, Demat Account on a single platform for your securities transaction. This account gives convenience of fund transfer and online trading.

Kotak Securities Brokerage Charges 2018

  • Trading Account Opening Charges (One Time): Rs 750
  • Trading Annual maintenance charges (AMC): Rs 0
  • Demat Account Opening Charges (One Time): Rs 0
  • Demat Account Annual Maintenance Charges (AMC): Rs 600 per annum

Trading Brokerages:

1. Fixed Brokerage Plan

Kotak Securities Fixed Brokerage plan is specifically created to the suit the needs of newbies or infrequent traders.

2. Dynamic Brokerage Plan

Kotak Securities Dynamic Brokerage Plan is specifically created for those Customer who are frequent traders and looking for a good bargain on their brokerage rates.

Kotak Securities Minimum Brokerage:

  • Cash Delivery: 4 paise per share, OR Rs 21/- per executed order, whichever is higher
  • Intraday: 4 paise per share, OR Rs 21/- per executed order, whichever is higher
  • Equity Futures: 4 paise per share subject to ceiling of 2.5% of contract value

Useful Articles:

  • The Best 3-in-1 Trading Account in India Stock Market - ICICI Bank, HDFC Bank, SBI, Kotak Securities etc
  • Know about Flat Fee Share Brokers in India (Also known as budget broker or discount broker)

Get detail about Kotak Securities pricing, Kotak Securities brokerage calculater, Kotak Securities brokerage, Kotak Securities plans, Kotak Securities brokerage review, Kotak Securities brokerage plans, Kotak Securities fund transfer, Kotak Securities intraday brokerage, Kotak Securities charges, Kotak Securities charge list, Kotak Securities charges calculator, Kotak Securities prepaid brokerage plans, Kotak Securities yearly charges, Kotak Securities fees, Kotak Securities yearly maintenance charge, Kotak Securities option brokerage and Kotak Securities trading charges.

How to open account with Kotak Securities Ltd?

There are 3 simple ways to open an account with Kotak Sec:

  • Call at one of the below number and ask to open an account with them.
  • Toll Free No.: 1800-222-299, 1800-209-9191

  • Visit one of their nearest branches.
  • Fill online account application form on Kotak Securities website.

Get information about Kotak Securities broker, Kotak Securities branches, Kotak Securities sub broker, Kotak Securities support, Kotak Securities customer care, Kotak Securities user reviews, Kotak Securities user manual, Kotak Securities website, Kotak Securities review and Kotak Securities toll free number

Kotak Securities Pros and Cons

Kotak Securities Advantages

  1. Kotak Securities website provides wide range of investment options. This includes investment in equity, IPO's, Bonds, FD's, ETF's, Mutual Funds, Currency Derivatives etc.
  2. Along with the online trading facility, customer gets access to 1400+ branches for help on investment and issue resolution.
  3. Kotak Securities provide daily SMS alerts, market pointers, periodical research reports, stock recommendations etc. to help the customers.
  4. Online Chat facility is available to support customer.
  5. Kotak security offers easy integration of trading account with Citibank, HDFC Bank, UTI Bank and Kotak Mahindra Bank.

Kotak Securities Disadvantages

  1. Kotak Securities is a Full Services Broker. The brokerage charged by them is higher than the Discount Brokers.

Kotak Securities Complaints received at BSE / NSE:

Number of customer complained against Kotak Securities Ltd share broker. The Kotak Securities Ltd consumer complaints provide the summary of grievance which went to exchange for resolution.

Kotak Securities Complaints received at BSE / NSE:

Number of customer complained against Kotak Securities Ltd share broker. The Kotak Securities Ltd consumer complaints provide the summary of grievance which went to exchange for resolution.

Useful links about Kotak Security

  1. Contact Kotak Securities For Trading & Demat Account

Enquiry Form

Kotak Securities Brokerage Charges, Fees, AMC, Transaction Charges 2018

Kotak Securities Ltd, a subsidiary of Kotak Mahindra Bank was founded in 1994. They offers stock broking services and distributes financial products in India. They have 1209 branches, franchisees and satellite offices offers services to 11.95 Lakh customers. They corporate members with the Bombay Stock Exchange and the National Stock Exchange.

Kotak Securities offers stock trading account and demat account services. Customer pays the fees, commission and taxes while trading with Kotak Securities. Kotak Securities fee structure and trading commission rates are explained as below.

Kotak Securities Account Opening Fee / Annual Maintenance Charges (AMC)

To open Kotak Securities account you have to pay account opening charges and annual maintenance charges (AMC).

Kotak Securities account opening charge & Kotak Securities AMC 2018

Find information about Kotak Securities account opening, Kotak Securities open account, Kotak Securities opening charges, Kotak Securities account opening charges, Kotak Securities account opening status, Kotak Securities amc charges, Kotak Securities account charges and Kotak Securities account closure.

Kotak Securities Brokerage Charges 2018

Customer pays commission (brokerage) when buying or selling stocks through Kotak Securities. The brokerage charges for equity, commodities and currency derivative trading for Kotak Securities are explain as below.

Kotak Securities Demat Account Charges 2018

The demat account transactions are charged separately from trading commission. Find Kotak Securities demat account charges 2018.

All information about Kotak Securities demat account, Kotak Securities demat account review, Kotak Securities demat account charges, Kotak Securities demat account opening, Kotak Securities dp charges, Kotak Securities demat charges and Kotak Securities dp id

  • Do you trade with Kotak Securities?

Enquiry Form

Kotak Security Broker FAQs 2018

Kotak Securities Ltd, a subsidiary of Kotak Mahindra Bank was founded in 1994. They offers stock broking services and distributes financial products in India. They have 1209 branches, franchisees and satellite offices offers services to 11.95 Lakh cu...

Frequently Asked Questions about Kotak Securities Trading / Demat Accounts

Do you have questions about Kotak Securities share trading account or Kotak Securities demat account?

Get all your share trading doubts and questions answered by reading the Kotak Securities demat, trading account information FAQ. All Kotak Securities questions, Kotak Securities q&a, Kotak Securities faq and Kotak Securities questions and answers.

  1. Which type of stockbroker Kotak Securities is?

    Full Service Broker

  2. In which stock or commodity exchanges in India I can trade through Kotak Securities?

    Kotak Securities offers trading at - BSE, NSE, MCX-SX, MCX, NCDEX.

  3. How much does Kotak Securities charges for account opening?

    Kotak Securities charges Rs 750 to open trading account.

  4. Is there an Annual Maintenance Charge for Kotak Securities trading account? How much is the Kotak Securities's AMC for trading account?

    Rs 0

  5. How much does Kotak Securities charges for Demat Account opening?

    Rs 0

  6. How much is the yearly Demat Account Maintenance Charges with Kotak Securities?

    Rs 600

  7. Need Help? Ask your question...
  8. Is Demat Account Mandatory with trading account at Kotak Securities?

    Yes, Demat Account is mandatory when opening trading account with Kotak Securities.

  9. What are the Kotak Securities's brokerage charges for Equity Delivery Trading?

    0.49%

  10. How much does Kotak Securities charge for Equity Intraday Trading (Day Trading of Shares)?

    0.049%

  11. What are the Kotak Securities's equity futures brokerage charges?

    0.049%

  12. How much does Kotak Securities charges for Equity Options Trading in India?

    Rs 300

  13. What are Kotak Securities's Commodity Brokerage Charges?

    0.070%

  14. How much is the Minimum Brokerage charged by Kotak Securities?

    4 paise for delivery and 3 paise for Intraday and Futures orders

  15. Does Kotak Securities offer Equity (Share) Trading?

    Yes; you can trade in equity segment with Kotak Securities.

  16. Can I buy / apply for an IPO through Kotak Securities?

    Yes; you can apply in IPO's if you have trading account with Kotak Securities.

  17. Does Kotak Securities offer investing in Mutual Funds?

    Yes; you can buy / sell Mutual Fund's if you have trading account with Kotak Securities.

  18. Can I buy or trade Bonds and NCD's with Kotak Securities?

    Yes; you can trade in bonds and NCD's with Kotak Securities.

  19. Does Kotak Securities offer Commodity Trading?

    Yes; you can trade in commodity segment with Kotak Securities.

  20. Does Kotak Securities offer Currency Derivative Trading?

    Yes; you can trade in currency derivative segment with Kotak Securities.

  21. Does Kotak Securities stock broking company provide mobile trading application? Can I trade through mobile phones with Kotak Securities?

    Yes; cell phone apps are available to trade on phone with Kotak Securities.

  22. Can I open 3-in-1 account with Kotak Securities? Account which include share trading account, demat account and a linked bank account for seamless transitions.

    Yes; 3 in 1 account is available with Kotak Securities.

  23. Does Kotak Securities offer automated trading (algorithmic trading) for retail investors in India?

    No; Kotak Securities doesn't offer automated trading to its retail trading customers.

  24. Does Kotak Securities offer After Trading Hours Order or After Market Order (AMO) or Off Market Orders? Can I place orders after trading hours; the orders which gets executed when market opens next time? Can I place an order when the market is closed?

    Yes; you can place 'After Trading Hours' Order with Kotak Securities. The After Hour Sessions enable you to place orders even when the market is closed. The timings of the After Hour Order varies by broker to broker. Most brokers allows to place the AMO orders between 3:30 PM to 9:00 AM on trading day and 24 hrs on non trading day (weekends or trading holidays).

    Note: After hour facility for order placement may not be available certain segments. Please check with the broker for more detail about this service.

  25. Can I place Good Till Cancelled (GTC) orders though Kotak Securities? With Good Till Cancelled trading orders; order remains in the system until you cancels it or they gets executed.

    Yes; you can place GTC Orders with Kotak Securities.

  26. Does Kotak Securities offer Margin Funding for share / commodity trading?

    No; Margin funding is not available when trading with Kotak Securities.

  27. Does Kotak Securities back-office provide combined ledger for Equity and Commodity?

    No; combined ledger for Equity and Commodity is not available when trading with Kotak Securities.

  28. Does Kotak Securities offer 24x7 customer service?

    No; Kotak Securities doesn't provide 24x7 customer service.

  29. Does Kotak Securities provide customer support though online Chat on website?

    Yes; Kotak Securities provide customer service through Chat service online.

  30. Does Kotak Securities has a toll free phone number for customer support?

    Yes; Kotak Securities provide toll free number for customer support.

  31. Does Kotak Securities offer customer service through local branch offices or broker franchise?

    Yes; Kotak Securities offers customer service through local branch offices, local partners and franchises.

  32. Does Kotak Securities publish Daily Market Research Reports?

    Yes

  33. Does Kotak Securities provide any Stock/Commodity trading tips or investment strategies to its customers?

    Yes' Kotak Securities provide free tips for stock and commodity trading to its customers.

Kotak Securities Demat Account Charges / Review / Opening

About Kotak Securities

Kotak Securities is leading stock broker in India. Kotak Securities is retail broking and investment arm of Kotak Bank, a popular private sector bank in India part of Kotak Mahindra Group.

The services offered by Kotak Sec includes Equity Trading, Currency Derivatives Trading, Commodities Trading, Demat Services, IPO Mutual Fund, Bonds, NCD and Portfolio Management Services (PMS).

Demat account is one of the key service offered by Kotak Securities. Demat account allows its customers to hold shares in an electronic format.

The Trinity account, a 3-in-1 account which is combination of a saving bank account, a demat account and a trading account is the most popular offering of Kotak Sec. The Trinity acct offers easy seamless transactions between these 3 accounts.

You can also open just Demat account or a 2-in-1 Demat and Trading account with Kotak.

Kotak is depository participant (DP) with both National Securities Depositories Limited (NSDL) and Central Depository Services Limited (CDSL).

Key features offered by Kotak Demat Account include:

  • Trinity account offers seamless transaction between trading and demat account.
  • Easy online and offline access to shares, bonds, mutual funds etc. you hold.
  • Easy to convert your physical holdings into electronic form and other way.
  • Dividends credited automatically in linked bank account.
  • Easy online portfolio management.
  • Local customer support available through branches in almost all towns and cities in India.

Kotak Securities Demat Acct Opening Fee

To open a new demat account with Kotak Securities, customer has to pay demat account opening fee. Most share brokers also charge Annual Maintenance Charges (AMC). AMC is yearly fee charged to the customer to maintain the demat account with the broker. Find the Kotak Securities Demat Account Opening Charges and Kotak Securities AMC as below:

  • Kotak Securities DP Account Opening Fee: Rs 0
  • Kotak Securities DP Account AMC: Rs 600
  • Share Debit Transaction Fee:
  • Is demat account mandatory?: No

Kotak Securities Demat Account Transaction Charges

Kotak Securities Depository Service Charges for Resident Retail Customers

Information about Kotak Securities demat account, Kotak Securities demat account review, Kotak Securities demat account charges, Kotak Securities demat account opening, Kotak Securities dp charges, Kotak Securities demat charges, and Kotak Securities dp id.

Kotak Securities Mobile Trading App Review

Founded in 1994, Kotak Securities one of the largest stock broker in India. Kotak Secures offer trading in Equity, Equity F&O and Curency F&O segments at BSE and NSE.

Kotak also provide add-on services including Portfolio Management, IPO, Mutual Funds, Bonds, NCD’s and systematic investing plan SIP in Equities and Mutual funds. Margin Funding for online stock trading is one of the key service offered by Kotak Securities.

3-in-1 Trinity account offered by Kotak Securities is the best product offering. This accounts include a saving bank account, a demat account and a trading account; all linked together for seamless transactions among them. This offers convenient stock market investing and trading to Resident Indian as well as Non-Resident Indians (NRI) customers.

Kotak was among the first few stock brokers who build Mobile Stock Trading App for its customer.

Facts about Kotak Securities (as of Oct 2016)

  • Number of customers: 12+ Lakhs
  • Number of branches & franchisees: 1200+
  • Located in number of Cities: 359
  • Depository Participant of: NSDL, CDSL
  • Member of stock exchanges: BSE, NSE

Kotak Stock Trader (Kotak’s Mobile Trading Software)

Kotak offers mobile trading app which allows its online customers to trade on-the-go using smartphone. Customer can trade in equity, derivatives and currency derivatives though Kotak Sec mobile trading app.

The well designed and feature rich app also offers real-time portfolio tracking, live stock quotes and charts, live streaming quotes of scripts at BSE and NSE.

The Kotak Stock Trader is available for free of charge to all its online customers.

Kotsk Sec Mobile Trading App - Supported Platform / Devices

The mobile app of Kotak Securities is available for android and iOS smart phone devices.

  1. Kotak Securities App for Android Phone
  2. Kotak Securities app for Android phones is available at Android Play Store for download.

  3. Kotak Securities Trading App for iPhone
  4. Kotak Securities app for iOS (Apple iPhone) is available at iTunes store for download.

  5. Kotak Securities Trading App for Windows
  6. The windows app of Kotak is available in Windows App Store.

Kotak Securities mobile app can also be downloaded from its website and Amazon App Store for Kindle.

Kotak Sec Mobile Trading App Demo

10 Features of Kotak Securities Mobile App

Analyze, track and trade stocks on the go with Kotak Mobile Trading app. Key feature of the app include:

  1. Online Trading on Mobile Phones, Tablets and iPAD
    • Equity Cash Trading (Delivery)
    • Equity Derivatives Trading (F&O)
    • Currency Derivatives Trading (F&O)
  2. Track orders placed earlier
  3. Track portfolio in real time
  4. Live streaming quotes & charts
  5. View Demat Account Holdings
  6. Online Fund Transfer
  7. Reports & Historic Actions
  8. Live Market Info and Market Watch
  9. Intraday Tick by Tick Charts
  10. Manager Account / Profile

Customer of Kotak Mobile Trading App received all benefits of trading on website.

Sharekhan Mobile Trading FAQ:

  1. What all operating systems are supported by Kotak Securities trading app for mobile?

    Kotak supports iOS, Android, Blackberry, Windows & Java Operating systems.

Information about Kotak Securities app, Kotak Securities for iphone, Kotak Securities mobile app, Kotak Securities mobile trading app, Kotak Securities platform, Kotak Securities trading platform, Kotak Securities trading software, Kotak Securities trading demo, Kotak Securities Demo, Kotak Securities download, Kotak Securities software download, Kotak Securities software, Kotak Securities stop loss, Kotak Securities trading and Kotak Securities trading account.

Kotak Securities Account Opening

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

Kotak Securities Open Account

  1. Fill online Contact Us form on Kotak Securities web site. Enter your name, phone number, email address, city and submit the form. Once the form submitted, one of Kotak securities representative will contact you.
  2. Download the forms from their website, fill in the required details, and submit it to their registered office.

Kotak Securities Account Opening Form, Name Change Request Form, Kotak Securities Account Closing Form etc. are available on their website. One can fill the form as per their requirement and submit it to their registered office.

Kotak Securities Account Opening Charges

Customer pays account opening fee for trading account opening with Kotak Securities. The account opening fees are as below:

  1. Kotak Securities Account Opening Charges (Trading Acct): Rs 750
  2. Kotak Securities AMC Charges (Trading Acct): Rs 0
  3. Kotak Securities Account Opening Charges (Demat Acct): Rs 0
  4. Kotak Securities AMC Charges (Demat Acct): Rs 600

Information about Kotak Securities account opening, Kotak Securities open account, Kotak Securities opening charges, Kotak Securities account opening charges, Kotak Securities account opening status, Kotak Securities amc charges, Kotak Securities account charges and Kotak Securities account closure.

Kotak Securities Branches

About Kotak Securities

Kotak Securities is a Mumbai India based stock broking and financial product distribution company of Kotak Mahindra Bank. Incorporated in 1994, Kotak Securities is among top 5 largest stock broker in India in terms of number of customers.

Kotak Sec offers trading in equity, equity F&O and currency F&O. The broker also offer online IPO, Mutual Funds, Portfolio Management, Bonds, NCDs and Margin Funding. Kotak Securities 3-in-1 Investment Account is the popular offering by the company. The 3-in-1 account include a Saving Bank Account at Kotak Mahindra Bank, a Demat Account and a Trading Account. The 3 in 1 account offers seamless transaction and convenient investment experience to customer; online and offline

Facts about Kotak Securities (FY 2015-16):

  • Year of launching retail broking business: 1994
  • Number of Kotak Securities customers:
  • Number of employees: 4600+
  • Branch where services offered: 1128+
  • Number of cities where services offered: 352+
  • Exchanges member of: BSE, NSE
  • Depository participant with: CDSL,NSDL

Kotak Sec have a wide network of branches across India and few major cities around the world. Kotak Sec offer customer service though the network of branches which are located around the country in almost all major cities in India.

Customer could visit and local Kotak Mahindra Bank branch and ask for help related to Kotak Securities 3-in-1 account.

Kotak Securities Branch Locator / Store Locator

Kotak Securities website provide the branch locator under customer service section. This locator can be used to locate the branch nearby you.

Using this page you can find:

  • Kotak Securities Branches in Delhi
  • Kotak Securities Branches in Bangalore
  • Kotak Sec branches in Hyderabad
  • Kotak Securities branches in Pune
  • Kotak Securities branches in Chennai

Information about Kotak Securities broker, Kotak Securities branches, Kotak Securities sub broker, Kotak Securities support, Kotak Securities customer care, Kotak Securities user reviews, Kotak Securities user manual, Kotak Securities website, Kotak Securities review, Kotak Securities toll free number and Kotak Securities complaints.

Kotak Securities IPO

About Kotak Securities

Incorporated in 1995, Kotak Securities Limited is Mumbai based retail stock broker. Kotak Sec is part of Kotak Mahindra group, one of the largest financial companies in India offering verity of services including banking, broking, insurance, investments, loans etc.

Kotak securities is the retail brokerage and investment vehicle of Kotak Mahindra Bank, a leading private sector bank in India.

Beside the stock broking services, Kotak also offer add-on services like IPO, Mutual Funds, NCD’s, Tax Free Bonds, Margin Funding, and Portfolio Management Service.

IPO Application through Kotak Securities

Kotak Securities offer Online IPO Application to customers who hold Trinity account, the 3-in-1 account with Kotak or trade online through Kotak. Most IPO’s at BSE and NSE exchanges are available online to Kotak Sec customers.

Ways to apply in IPO with Kotak Securities

Kotak offer only 1 way to apply in an IPO. Kotak customers who has Trinity account can apply IPO’s online by visiting Kotak Securities website.

Option to call customer service to apply in an IPO or visiting Kotak Mahindra Bank branch is not available.

Steps to applying in IPO with Kotak Securities (Online IPO Application Process)

Kotak Sec offers simple, easy and quick way to apply IPO’s online. Kotak customer can apply in IPO’s using single click online ASBA IPO application. Below are few easy steps to apply IPO with Kotak Securities:

  1. Visit Kotak Securities website and click on LOGIN TO TRADE box.
  2. Login to your trading account
  3. Click on Place Order >> Primary Market >> IPO
  4. Select ASBA, IPO, Category and click on Accept button.
  5. Fill in the quantity and price and click on Place Order button.
  6. On client detail page, fill your age in years and click Submit button.
  7. Ensure sufficient funds in you Kotak Mahindra saving bank account. If not transfer the fund and click Submit button.
  8. Check the confirmation “Your bid has been received for processing by Kotaksecurities.com. Your Kotaksecurities.com internal reference number is XYZ.

Once you submit the online IPO form, Kotak Sec will complete remaining formalities related to submission of your IPO form using the Power of Attorney issued by you at the time of account opening.

How to apply in IPO through ASBA from Kotak Bank net banking

It's very simple to apply in IPO through ASBA / Net Banking through Kotak Bank. Below are few easy steps to follow:

  1. First login into Kotak Bank Net Banking with username & password
  2. After login go to More--> ASBA section from Navigation Menu
  3. It will display list of options and you can select one of those as per your requiremnet
  4. If you haven't register yet, first you need to register with them which is one time process. You can anytime modify/update your detail by clicking on "View/Edit Beneficiary registration"
  5. Once the registration process done, you have to click on Apply Now, where you will be able to see the list of all current active IPO's
  6. Select the name of IPO from the list and beneficiary name for registered applicants. After that select the Retail Individual Investors category.
  7. Then enter your bid detail and submit the form by clicking on check box saying I accept terms and condition.
  8. Once you submit the online IPO form, Kotak Sec will complete remaining formalities related to submission of your IPO form.

IPO Fund Transfer – Step by Step Guide

To apply in IPO though ASBA, Kotak customer has required fund allocated to IPO. Following are the steps for transferring fund for IPO or allocating funds for IPO:

  1. Visit Kotak Securities website and click on LOGIN TO TRADE box.
  2. Login to your trading account by entering login id, password and security key.
  3. Click on Funds >> Money Transfer >> Transfer Funds
  4. This is where you can transfer money between your bank account and Kotak Sec trading account.
  5. Select From: Bank and To: Mutual Fund / IPO and then click on Submit.
  6. Select Bank Type >> Select Payment Type as Mutual Fund / IPO >> Enter Amount and Click on Go
  7. Confirm the transaction and click on Submit. If you have a trinity 3-in-1 account, your funds will be transferred immediately or else, you will be lead to your linked Bank account’s Payment Gateway page to complete the transaction.

Modify / Cancel IPO Application with Kotak Sec

IPO shares bid once placed can be modified or cancelled till the cut-off time for placement of bids on Kotak Securities on the last day of the issue. Follow below steps to modify or cancel IPO application:

  1. Visit Kotak Securities website and click on LOGIN TO TRADE box.
  2. Login to your trading account by entering login id, password and security key.
  3. Go to Reports >> IPO >> Order Status
  4. This show the list of orders and there status.
  5. Select checkbox in front of the IPO you would like to modify or cancel.
  6. Click Modify Order or Cancel Order button

Check IPO Application Order Status with Kotak Sec

Kotak Sec customers can call the customer service to check the IPO application status. Customer can also follow the below easy steps to check the status of IPO application online:

  1. Visit Kotak Securities website and click on LOGIN TO TRADE box.
  2. Login to your trading account by entering login id, password and security key.
  3. Go to Reports >> IPO >> Order Status
  4. This show the list of orders and there status.

Kotak Securities IPO Allotment Status

Share allocated to customer though IPO process are credited to customers Kotak Demat Account. The shares and made available to sell them on the IPO listing date.

Allotment status of IPO can be checked on Kotak Sec website using following steps:

  1. Visit Kotak Securities website and click on LOGIN TO TRADE box.
  2. Login to your trading account by entering login id, password and security key.
  3. Go to Reports >> IPO >> Order Status
  4. Check the status of your IPO application.

You could also check you demat allocation to find out the allocated IPO shares.

Note: The IPO allotment status on Kotak Securities website is updated only after the shares are transferred to your HDFC Demat Account (usually a day before the listing day). If you would like to check the allotment status earlier, please visit IPO registrar website.

Applying in SME IPO’s with Kotak Securities

Kotak Securities online IPO allows customer to apply for public issues (both book building and fixed price online) at BSE and NSE.

As of Sept 2016, Kotak Securities doesn’t offer online applications for SME IPOs. Kotak customers cannot apply online for IPOs offered at BSE SME and NSE Emerge exchanges.

Kotak Securities customer can apply for SME IPO shares by filling the paper application forms.

Kotak Securities IPO Charges

IPO Application though Kotak Sec is free for all its customers having Trinity account (3-in-1 account) with Kotak. Customer are not changed any fees, charges or taxes to apply for IPO shares online though Kotak Securities website.

Once the shares are allocated to the customer, selling though shares though Kotak Securities cost brokerage, taxes and fees. The fee is similar to the fee customer pay when he buy or sell equity share through the broker.

Note that Kotak Security, a traditional stock broker is among the costly stock broker in India. There brokerage charges are very high. Flat fee brokers like ProStocks offers 60% to 90% less brokerage. ProStocks is specialized in low cost brokerage services but do not offer IPO as an add-on product.

Kotak IPO FAQ’s

  1. I do not have Trinity Account. Can I still apply IPO online?

    The online IPO on Kotak Securities website is available only to its customer holding Trinity account or 3-in-1 account.

  2. What time can I apply for IPO online though Kotak Security?

    Kotak Security customer can apply in available online IPOs at any time between IPO open and close date. The online IPO application can be filled and submitted anytime of the day (24x7).

  3. Can I cancel the IPO Application applied online through Kotak Securities website?

    Yes, you can cancel or withdrew the IPO application filled online on kotak Sec website. The cancellation can be done only while the IPO is open (bidding is in progress).

    After successful processing of your withdrawal request, the money will be unblocked in your bank account.

Information about Kotak Securities Initial Public Offer, Kotak Securities IPO, Kotak Securities Allotment Status, Kotak Securities Applciation Status, Kotak Securities ASBA, Kotak Securities Apply IPO andKotak Securities Demat.