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Kotak Securities Demat and Trading Account Open Online – Opening Procedure, Forms and Latest Offers

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How to Open Demat Account in Kotak Securities |How to Open kotak Demat Account Online |How to Open Demat Account kotak

 Kotak securities which works as subsidiary of Kotak Mahindra Banks provides facillity to open demat account. Kotak Securities was founded in the year 2004.

Kotak Securities is working as the leading service provider in financial markest specially in the share and trading market.

Because of its robust services and 24*7 kotak customer care support ,kotak has customer satisfaction at its priority. In India more than 14 Lakhs customers are connected with kotak securities through its more than 1350 branch locations and offices.

NSDL and CDSL are the indian depositories with which kotak securites have participants. For the company best services this has been awarded as the ‘’BEST BROKER”  for the year 2009.

Here, further we will discuss about different aspects to choose kotak securities as our stock market companion.

Open-kotak-Demat-Account-Online
Open-kotak-Demat-Account-Online

Kotak Demat Account Features :

Below are some of the key point ellustration about kotak demat account which will help you to take the descision to start your journey with kotak securities.

  1. There is account named Trinity Account OR 3 in 1 Demat Account. This account gives the facility to have a easy and smooth flow among demat account, trading account and saving bank account with kotak.
  2. You can easily have access of all the facility related to demat account and trading account along with bank acocunt opened here at kotak bank.
  3. You can enjoy two most important following services through accounts :
  4. Dematerialisation (Electronic form of Securities) : A process in which physical share certificates (or any securities) are converted in to the electonic form in the account with any DP (Depository Participants)
  5. Rematerialisation (Paper form of Securities): This is the oppostite form of the Dematerialisation. In explainary manner we can understand this in the way that In this Securities in electornic form held at demat account are converted in the physical form or paper form.
  6. A large network of Kotak Demat Account customer Care is available immediately when you need it. In the time of any problem incounterd while operating your demat or trading account, you need not to wait even a second as your solution is a click away.
  7. Also, you do not have compulsation to have minimum holdings in demat account hold by you at kotak securities.
Open-kotak-Demat-Account-Online
Open-kotak-Demat-Account-Online-

Some Benefits of kotak Demat Account | Kotak Demat Account Benefits :

Here are some of the benefits that you will get while having deamt account with kotak securities are as follows :

  1. You avail the service of Trinity Account (kotak 3 in 1 Account). Means with the Kotak Demat account you can access the service of Trading account as well as Saving Bank Account. So in this way you are faciliated wiht 3 three services in a single account.
  2. Most importantly and attracting is Free Intraday Trading.
  3. Kotak Demat Account make you eligible to use Margin Trading facility.
  4. Just for the small charges you can get different Research Reports.

Kotak Demat Account Opening Offiline | How to Open kotak Demat Account Offline | Kotak Mahindra Bank Demat Account :

If you want to open the demat account with kotak securities than here tha step by step Guide to open offline account.

  1. First of all you need to download the kotak demat account form either form website or from the link provided Here.

If you fill the form available at website than a call will be arranged for you asking for your supporting documents describe like PAN and Aadhar.

  1. Documents required to open kotak demat account are :

Kotak Demat Account Documents are given below –

  1. Proof of Identitiy :
  2. Aadhar Card or Aadhar Number.
  3. Voters Id.
  • DL (Driving Licence)
  1. Proof of Address :
  2. DL Driving Licence.
  • Aadhar Card.
  1. Ration Card
  2. PAN card.
  3. Passport size photograph.
  4. Bank Statement.
  5. Now you need to sumbit all the documents at kotak secureties branch offices near to you , you also get a call regarding your documents submission by customer care executive.
  6. Here, you go for IPV (In-person verification).
  7. In the final step of this account opening process within very short spam of time you get your accont details like Account ID and Password. Hurrey ! You are all set to use your demat account.
Open-kotak-Demat-Account-Online
Open-kotak-Demat-Account-Online

How to Open Kotak Demat Account Online? |Kotak Demat New Account Opening Online |How to Open Demat Account kotak? : Step-by-Step Guide :

 Opening of demat account with Kotak is very simple and just 5-6 minutes process. Here, below we are suggesting the simple step by step guide to open a demat account with Kotak Securities.

  1. First of all you need to click on the “Kotak Online Demat Account” link below.
  2. After this a new form will open that prompts you to fill some details like Your Name, Mobile Number, Email address and City.
  3. Now in this step, when all above details are filled you, you will get a call form Kotak executive to guide you through account opening process. This way you will be shared a online KYC link.
  4. When you browse the KYC link shared. A form requiring to fill the basic details will open. Here you will fill some related details as below :
  5. Customer Name.
  6. His / Her Mailing Address.

III. Mobile Number.

  1. Personal E-mail ID
  2. Address.
  3. Annual Income Details.

VII. And Bank Account Details etc.

5.In this step check all the details filled by you are correct. Now click on ‘Submit’ Link.

6.Now , This step will ask you to upload your related documents these includes :

I.PAN Card Details (A Must Documents).

  1. Recent Photo Graph.

III. Signature.

  1. Aadhar Card as Valid Address Proof.
  2. Bank Account Passbook Address Page or Cancelled Check etc.

7.Once Your account KYC details are correct and are found OK in verification process. Your account ID will be issued and notified to you through your mail or SMS. If there is any issue with document uploaded you will be contacted  by sales executive on call  from Kotak.

  1. On getting the Demat Account ID, You can start your online Trading immediately.

Click Here for Kotak Securities Demat Account login

Kotak Mahindra Demat Account Charges | Kotak Securities Annual Maintenance Charges :

Here is the list of AMC charges at Kotak Securities –

  1. Opening of Demat account with kotak securities is Free. You do not need to pay any fees to open demat account with kotak.
  2. Kotak Demat Account Maintenance Charges (AMC ) are INR 50/- per month.

3.Demat AMC for NRI Customers is INR 75/- / Month.

4.Trading Account Opening Charges : INR 750/-.

5.Trading Annual Maintenance Charges (AMC) : No Fees.

NOTE : If you do not operate your account and there is no any transaction and securities than you need not to pay any maintenance charges for the account.

  1. Dematerialisation of Securities charges : INR 50/- (for single request process ) and INR 3/- there after.
  2. Rematerialisation of Securities charges : INR 10/- (For each 100 securities). Mininum charges include INR 15/- for
  3. Non-BSDA Account charges (On martket and off market sell) : 0.04% for total securities value. (Applicable on individual account).
  4. NSDL additional charges : INR 44.5/- plus NSDL charges.
  5. AMC (Account Maintenance Charges based on the transactions form kotak demat accoun) :
  6. Transactions < 10 debit : INR 65/- per month.
  7. Transactions between 11 -30 : INR 50/- per month.
  • Transactions > 30 : INR 35/- per month.
  1. Additional margin facility charges : 0.05% of total security value. Minimum applicable charges are INR 30/-.
  2. Share pledge invocation charges : 0.04% of total securities charges. Minimum applicable charges are INR 30/-.
  3. Any account information change charges : INR 49/- per request.
  4. DIS broucher re-issue charges : INR 99/-.
  5. CAS charges : INR 3/- per month.

Kotak Demat Account Brokerage Charges :

There are different plans available , hence the brokerage charges vary according to the plan described below :

  1. Kotak Fixed Brokerage Plan :

If you are new to the stock trading world than this is the right plan that will work form you best. Here your account is charges as flat on each transaction done.

  1. Trading based on delivery : 0.49% brokerage.
  2. Trading style squaring off brokerage at buyer and seller corner : 0.049%
  • Future trading (Buy and Sell) : 0.049%.
  1. Buy and Sell at fixed price for specific period (Options trading) : INR 300/- per lot.

    Kotak Dynamic Brokerage Plan :

Here your account is charged on the basis of turnover in account.

(A). Buyer and Seller brokerage according to turnover range include as follows.

  1. Turnover < INR 1 lakh : 0.59% Brokerage charge.
  2. Turnover Range beween INR 1 to 5 Lakhs : 0.55%.
  • Turnover Range beween INR 5 to 10 Lakhs : 0.55%.
  1. Turnover Range beween INR 1 to 5 Lakhs : 0.45%.
  2. Turnover Range beween INR 10 to 20 Lakhs : 0.36%.
  3. Turnover Range beween INR 20 to 60 Lakhs : 0.27%.
  • Turnover Range beween INR 60 Lakhs to 2 Cr. : 0.23%.
  • Turnover >INR 2 Cr. : INR 0.18%.

 

(B). Options Trading Transactions Brokerage  (Both Sides):

Here borkerage are based on the premium value per month.

  1. Premium < or = INR 4 Lakhs : 2.5% Brokerage for Intraday and 2.5% for Settlement.
  2. Premium Range between INR 4 Lakhs to 11 Lakhs : 2.25% Brokerage for Intraday and 2.5% for Settlement.
  • Premium > 11 Lakhs : 1.8% Brokerage for Intraday and 2.3% for Settlement.

(C). Currency Trading (Futures) Brokerages :

Brokerage charges under this category are based on the volumes.

  1. Volume between INR 0 to INR 3 Cr. : 0.04% or INR 20 / Lot (Whichever is higher).
  2. Volume between INR 3 to INR 8 Cr. : 0.036% or INR 18 / Lot (Whichever is higher).
  • Volume between INR 8 to INR 15 Cr. : 0.03% or INR 15 / Lot (Whichever is higher).
  1. Volume between INR 15 to INR 30 Cr. : 0.02% or INR 10 / Lot (Whichever is higher).
  2. Volume > INR 30 Cr. : 0.015% or INR 7.5 / Lot (Whichever is higher).

(D). Currency Trading (Options) Brokerages :

I.Volume between INR 0 to INR 3 Cr. : INR 20 / Lot.

  1. Volume between INR 3 to INR 8 Cr. : INR 18 / Lot.

III. Volume between INR 8 to INR 15 Cr. : INR 15 / Lot.

  1. Volume between INR 15 to INR 30 Cr. : INR 10 / Lot.
  2. Volume > INR 30 Cr. : INR 7.5 / Lot.

  3. Kotak Advance Fee Brokerage Plan :

Tha basic of this plan is based on the advanced fees taken (for one Year). According to this fees charges this plan vary as Plan A, Plan B, Plan C and Plan D.

  1. Advance Paln A : INR 5000/- Advance Fees (Excluded GST).
  2. Advance Paln B : INR 10000/- Advance Fees (Excluded GST).

III. Advance Paln C : INR 50000/- Advance Fees (Excluded GST).

  1. Advance Paln D : INR 200000/- Advance Fees (Excluded GST).

Brokerages Based on different Plans :

  1. Brokerage For Paln A :
  2. Trading Based on Delivery : 0.39%
  3. Cash Intraday and Futures Trading : 0.04%
  • Options Trading : INR 225 per lot.
  1. Futures Currency Trading : 0.024% or INR 12/- (Which ever is Higher).
  2. Options Currency Trading : INR 12/-Brokerage For Paln B :
  3. Trading Based on Delivery : 0.29%
  4. Intraday and Futures Trading : 0.035%
  • Options Trading : INR 225 per lot.
  1. Futures Currency Trading : 0.02% or INR 10/- (Which ever is Higher).
  2. Options Currency Trading : INR 10/-

  3. Brokerage For Plan C :

 I.Trading Based on Delivery : 0.19%

  1. Intraday and Futures Trading : 0.03%

III. Options Trading : INR 150 per lot.

  1. Futures Currency Trading : 0.016% or INR 08/- (Which ever is Higher).
  2. Options Currency Trading : INR 08/-

 

  1. Brokerage For Plan D :

I.Trading Based on Delivery : 0.12%

  1. Intraday and Futures Trading : 0.015%

III. Options Trading : INR 150 per lot.

  1. Futures Currency Trading : 0.016% or INR 08/- (Which ever is Higher).
  2. Options Currency Trading : INR 08/-

 

Special Charges under this Plan Are :

-> Research Report (Basic or Technical ) : INR 50/-INR per Month OR INR 500/- per Year.

-> Research Report (Basic And Technical Both) : INR 75/-per Month OR INR 750/- per Year.

  1. Kotak Non-Residents Indian (NRI) Plan :

 The  Charges for NRI accounts are as follows :

  1. NRI Trading Account Charges : INR 3750/-.
  2. Brokerage : 1% of Summed Tornover OR INR 0.25 per Share (Which is High)
  • STT (Security Transaction Tax) : 0.1%.
  1. STCGT (Short Term Capital Gain Tax) : 15.45 % out of Summed Profits.
  2. Minimum Quaterly Balance : INR 10000/- Should be maintained.

 

  1. Kotak Free Intraday Trading Plan (FIT Plan) :

This plan offer unlimited intraday trades at no extra costs.

  1. Plan cost : INR 999/-

Some Other Charges includes :

 

(A).STT Charges ( Securities Transaction Tax) :

  1. Cash Delivery Trades :0.1% at both end.
  2. Cash Non- Delivery Trades (Sell end) : 0.025%.

III. Equity Fund Delivery Trades (Sell end): 0.001%.

IV.Futures Trading (Sell) : 0.01%.

  1. Options Trading (Sell) : 0.05%.
  2. Options Trading (Buy) : 0.125%.

 

  • . Different Other Category Charges (Excluding GST) :
  1. Cash : 0.02.
  2. Futures Trading : 0.00415.
  • Futures CDS : 0.0033.
  1. Options Trading : 0.05315.
  2. Options CDS : 0.04415.
  3. GST Charge : 18% .
  • Stamp duty : Account holder address dependent.
  • Depository Paricipant Charges : INR 21/- per scrip.
  1. SEBI Charge : INR 15/- for each 1 Cr.

Kotak Mahindra NRI Demat Account :

Customer residing out side of india can also invest in the indian share market by having an demat account with kotan securities.

  1. One time charges to open an NRI Demat Accouunt with kotak is INR 3750/- and 1% brokerage of total turnover .
  2. It is compulsory to keep the account balance eqaul to INR 10000 in account savings.
  3. There is a separate appication for trading of NRI customers.
  4. Documents Required to open NRI Demat Account at Kotak :

Following Documents are Required for an NRI to Open a Demat Account :

  1. Filled online Application Form.
  2. Passport Copy.

III. Visa Copy.

IV.PAN Card.

  1. Address proof of abroad Residence.
  2. Photograph.

VII. Canceled Check of NRE / NRO Account.

VIII. Declaration of FEMA.

Kotak Mahindra Demat Account Mobile Application :

All features of your kotak demat account can be accessed  through Kotak Stock Trader Mobile app (Kotak Demat Account App). Some benifits of using mobile applicatin has been listed down :

  1. You can check your demat accout from pace of your ease.
  2. You can get the real time experience of market trading data.
  3. A hassle free transfer of funds form bank accont to deamt account is possible with a click away.
  4. All of the transaction with mobile App are secure and protected.
  5. You keep updating yourself with the help of news displayed on the app.

Kotak Demat Account customer Care Number :

Kotak securities provide you multiple options to contact them.

  1. Whats App Number : 77389 88888 (Form 8:00 AM to 8:00 PM, All 7 Days).
  2. Demat Account Query : ks.demat @kotak.com.
  3. Customer Service Mail : service.securities@kotak.com.
  4. Calling and Trading Team Customer Care : 080 4725 3255.
  5. NRI Customer Care Number : 022 66896000.
  6. Customer Care services are availabel in week days form 09:00 AM to 06:00 PM.

Kotak Demat Account closure Form  | How to Close Kotak Demat Account :

If you are not using your demat account for more than of 3 months because of any reason than its better to close the account. To do so you need to download the kotak Demat Account Closure form OR get the form any nearest kotak securities branch.

  1. You need to enter all the details asked about your demat account in the form.
  2. This filled application alogn with required documents should be submitted at nearest branch of kotak securities or can be couriered at the address suggested by customer care excutive.
  3. Don’t forget to collect the acknowledgment slip while submitting the form at branch office.
  4. Within few working days your demat accoutn closing request will be comleted.
  5. You can get the status of your application form customer care as well.
Final Suggestion on Kotak Mahindra Demat Account | Kotak Demat Account Review :

As per the discussion in this article Kotak Securities comes out as leading stock market player. Hence, stood out on top among all financial players. They keeps in mind the customer satisfaction and provide best services. So in our point of view its a good value making decision if you decide to open a Demat Account with Kotak Securities. Have a Good time with Them.

Frequently Asked Questions  : Kotak Securities Online Broking

 1.Is there any Kotak Securities Demat Account Opening Charges ? | Does Kotak Charge Demat Account Opening Fees?

Ans. No! Opening of Kotak Demat Account is Free. No charges to open the Demat account.

  1. What are Kotak Securities Annual Maintenance Charges (AMC) ?

Ans. Opening of Demat account with kotak securities is Free. You do not need to pay any fees to open demat account with kotak. Kotak Demat Account Maintenance Charges (AMC ) are INR 50/- per month.Demat AMC for NRI Customers is INR 75/- / Month. Trading Account Opening Charges : INR 750/-. Trading Annual Maintenance Charges (AMC) : No Fees.

3.How to Open Kotak Securities Demat Account Online ? OR How to Open Demat Account in Kotak Securities ?

Ans. The process of opening a Demat account with Kotak Securities is very simple and just a click away from here, all you need to do is to click on the “Open Demat Account Link” Only. Than follow instruction and you will have the account opened.

4.What Documents are required to open Kotak Demat Online Account ?

Ans. The documents required to open Kotak Securities Demat Online Account are PAN Card, Aadhar Card, Photograph, Cancelled Check / Bank Pass Book if check not available these are documents to clear KYC.

5.Is Permanent Account Number (PAN) is compulsory document to open Demat Account ?

Ans. Yes ! PAN is compulsory document to open a demat account. It is used to link your  your Bank account to the Trading or Demat account.

6.Is Aadhar card Or Aadhar number a compulsory document to open Kotak Demat Account?

Ans. Yes! Aadhar is basic primary must document to open demat account. This works as proof of address and identity. To open a fully activated Demat account you need to pass the document verification online.

7.What is the process to open Demat Account for NRI ?

Ans. The procedure to open Demat Account for NRI is same but they need some additional documents.

8.What Documents are required for an NRI to Open a demat account?

Ans. Following Documents are Required for an NRI to Open a Demat Account :

  1. Filled online Application Form.
  2. Passport Copy.

III. Visa Copy.

IV.PAN Card.

  1. Address proof of abroad Residence.
  2. Photograph.

VII. Canceled Check of NRE / NRO Account.

VIII. Declaration of FEMA.

9.Is Kotak Securities Best Demat Account to Trade in stock market ?

Ans. Yes Of course ! Kotak is one of the Best Demat Account stock broking company to trade with.

10.How to Close Kotak Demat Account ?

Ans. The only way to close Kotak Securities Demat Account is to visit any nearest Kotak Securities branch and get Demat Closure Form and fill it. With this form you need to clear all dues. You can also download Kotak Demat Account Closure Form online.

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