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What is a Demat Account?

A Demat account is primarily used to electronically hold securities and shares. A Demat account is also known as Dematerialized account. In other words, converting or dematerializing your physical shares in the electronic format is known as holding a Demat Account. Demat account is used to hold the shares and securities of publicly traded companies in an electronic form.

All of the Demat accounts in India are maintained by two organizations, namely National Securities Depository Limited (NSDL) and Central Depository Services Limited (CDSL).

Benefits Of Demat Account Opening
With Kotak Securities
Daily investment & trade Ideas
Polish your trading skills
with exclusive courses
Buy now pay later
Trade from any device,
as per your convenience

Why Invest With Kotak Securities

We, at Kotak Securities, are committed to elevate your trading experience and be the one-stop solution for all your equity, derivative and other investment needs with reliable recommendations by our credible research team. We have been serving a diverse customer base of retail and institutional customers for more than 25 years now.

The Kotak Legacy!

A reputed brand with over 25 years of existence, and now servicing needs of more than 3.5+ million customers

Credible Research

A team of research analysts delivering short-term, long-term and derivatives trading calls

Robust Trading Platforms

For fast and seamless trading experience on both mobile and desktop.

One Platform.
Multiple Investment Opportunities.

A one-stop simplified solution for all your investing and trading needs across asset classes

Stocks
& IPOs

Futures
& Options

Mutual Funds
& ETFs

Currency
& Commodity

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Global Investing

Robust High-Speed Trading Platforms

Mobile
Web
TradeAPI
Desktop

Kotak Neo App

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.

Kotak Desktop

Kotak Neo can be accessed on your desktop / laptop, where you can login and access all the exciting features. Be it stocks & IPOs, Futures & Options, Mutual Funds & ETFs, Currency & Commodity, smallcase; you will find everything under one roof.

Neo Trade API

With Kotak Neo Trade API, you can execute trades with utmost ease. They help traders and developers to integrate live market feed with their strategies. Customize your own trading platform to plan and execute trades. Our Fintech Partners: Tradetron, Algo Baba, Trading View, Amibroker, Ninja Trader, Chartlink, Meta Trader4 and Trade from Excel.

Nest Terminal

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.

Rewarded & Felicitated
By BSE (Bombay Stock Exchange)

Primary Market (2019-20)
Offer To Sell (OTS) (2019-20)
Offer To Buy (OTB) (2019-20)

Trusted By 3.5+ Million Customers

Thanks to Kotak Securities, I could invest in a range of asset classes, including stocks & mutual funds, effortlessly. Also, the Elearnmarkets course has helped me better understand the market nuances, and today I am more confident in making my own investment decisions.

Amita Joshi

Investor

I am glad that I chose to open an account with Kotak Securities, and my experience has been fabulous. An intuitive interface coupled with high-speed trading platforms has elevated my trading experience. I am an active intraday trader, and thanks to Kotak Securities, I have made meaningful gains over the years.

Karan Shukla

Active Trader Since 2020

I never knew that building your own trading platform was so easy. Thanks to Kotak Trade API, my trading journey is now at a whole new level. I used the Power REST APIs to back-test my trading strategy and on finding favourable results, I was able to replicate the success in live markets.

Kapil T

Trader since 2007

FAQs On Open Demat Account

How does a demat account work?

A Demat account—short for dematerialised account—is an account that allows you to hold company shares and securities electronically. It essentially allows you to trade without the need to move physical share certificates. Not only is it a storehouse for your investments, but it also speeds up transactions and reduces costs. You can open a demat account , by filling in a certificate physically and submitting the necessary documents in person and getting the Account/ID. You could also opt for a digital demat account where the entire application process is online. The steps are similar: Fill in the application form, upload scanned copies of your documents, and complete the IPV.

What are the types of demat account?

There are three types of demat accounts for different investors:
Regular Demat Account: This is for Indian citizens who reside in the country. Repatriable Demat Account: This type of demat account is for non-resident Indians (NRIs) who want to transfer money abroad. It needs to be linked to an Non-Resident External (NRE) bank account.Non-Repatriable Demat Account: This account is also meant for NRIs, but does not allow fund transfers abroad. It has to be linked to an Non-Resident Ordinary (NRO) bank account.

Can I open a demat account without opening a trading account?

For the purpose of investing, one needs to have a demat account and a trading account. A demat account is a close cousin of the trading account, without which the demat account is merely a storehouse for securities in digital form. Through a trading account, you can invest in stocks, IPOs, bonds, etc., and hold them all in a demat account. Know the difference between a trading and demat account in more detail.

There can be many advantages to opening a demat and trading account together.Know more!

Is the demat account part of a 3-in-1 account?

Yes, the demat account is a part of the 3-in-1 account which includes a bank account with Kotak Mahindra Bank and a trading and demat account with Kotak Securities. The 3-in-1 account gives you ‘direct access’. So you don’t have to manually transfer money from your savings to your trading account in order to trade online. Explore the perks of opening Kotak’s 3-in-1 account!

Is it necessary to link a trading account to a demat account?

No, it is not necessary to link a trading account to a demat account. You can hold one or more demat accounts that are not linked to a trading account.

However, linking a demat account with your trading account is essential to trade in the cash market. For example, to buy shares, you will need to place the order and dispense funds from the trading account. Once the order is processed, the shares will appear in your demat account. Some brokers offer both demat and trading accounts together for a seamless trading experience.

Can I link my new trading account with a demat account?

Yes, you can link your new trading account with a demat account. It is also possible to link multiple demat accounts with a single trading account.

Linking the accounts is mandatory if you trade in the cash segment. For example, to buy shares, you will need to place the order and dispense funds from the trading account. Once the order is processed, the shares will appear in your demat account.
In general, it is recommended to link your trading and demat accounts. That way you need not provide your demat account details for every transaction. Once an order is processed, the shares will be either deposited in or debited from the linked demat account. Know more about using a trading and demat account.

What are the charges of a demat account?

The charges of a demat account are: safety charges (custodian fee), annual maintenance charges, and transaction charges. Know more about the competitive brokerage charges of Kotak Securities.

Can I open a demat account for free? Are there any other charges?

Yes, you can open a demat account for free. However, there might be other charges applicable once the account is opened. These could be: safety charges (custodian fee), annual maintenance charges, and transaction charges. Know how to choose the best demat account for you here. Explore the competitive brokerage charges of Kotak Securities demat account.

What is NO Brokerage Plan?

NO Brokerage Plan is a newly introduced brokerage plan targeted towards young traders and investors, less than or equal to 30 years. It offers zero brokerage across all segments.

What charges do I need to pay for this plan?

The charges and rates are as follows:-
  • Intraday Brokerage – 0 across all segments
  • Delivery (Equity & Commodity) – 0
  • Carry forward (Futures/Options/Currency/Commodity) – 0
  • MTF rate – 12.49% per annum
  • DP AMC – Same as existing charges
  • DP charges – 0.04% or Rs. 20 (whichever is higher)
  • Other charges – Same as Trade Free plan.
    Charges for Trade Free Plan can be found here: https://www.kotaksecurities.com/kotak-trade-free-plan/

What charges do I need to pay to subscribe to this plan?

The charges you need to pay are Rs.499/- +GST per annum.

For which set of customers is the Plan applicable?

Customers equal to or below 30 years of age can avail this plan.

For whom is this plan not applicable even if they meet the age criteria?

The Plan is not applicable for:

  • Kotak Securities employees
  • NRIs
  • Non-individual account
  • Advanced Brokerage Plan clients
  • Differential Brokerage Plan clients
  • Offline customers

What is the validity of this Plan?

The Plan is valid for a period of 2 years post which you will be shifted to the Trade Free Plan.

If I opt for this plan and trade through the dealer will the trades be free of cost?

No, it won’t. If you are on NO Brokerage plan and trade through dealer / customer service executives, you will incur brokerage of Rs. 49 per executed order. This will be charged on trades that are squared off by Kotak Securities as well.

What cost do I need to pay for the processing of SLBM orders?

The processing fee you need to pay for Securities Lending & Borrowing Mechanism (SLBM) will be 15% of the lending & borrowing fee, subject to a minimum of 10 paise per share.

If I have subscribed to the NO Brokerage plan and I am turning 30 years old in the next few days, will the plan get de-activated?

No, it won't. You will be subscribed to this plan for the next 2 years even if you turn 30 on the next day after subscription.

Can I subscribe to NO Brokerage plan on my own via website or app?

Yes, you can. However, for that, you need to be our existing customer. If you are an existing customer and want to subscribe to NO Brokerage plan, follow these steps:
  • Visit www.kotaksecurities.com
  • Login to trade - New products – NO Brokerage Plan – Click on SUBSCRIBE NOW – Click on Confirm.

You can also click on (pre login NO Brokerage Plan link)

Can I opt out of NO Brokerage plan on my own through website or app?

Yes, you can. Alternatively, you can do subscribe to the ‘Trade Free Plan’ or ‘Trade Free Max’ plans through the website and mobile app. If you want to subscribe to any other plan, you can call our Customer Service.

Will I get a refund of my subscription fee if I opt out of NO Brokerage Plan?

No. You won’t. Once your subscription fee is debited, the same will not be refunded.

If I am on a subscription plan, will I be asked to debit my fee the next year or will it be auto-debited?

Next year’s annual subscription fee will be auto-debited.

Can I refer this plan to anyone?

Yes, you can. But refer only those equal to 30 years of age. Given below is the referral link: https://www.kotaksecurities.com/landing-page/investfree-referral/

What about other charges like STT etc.? Will they be free too?

All other charges on the account will remain the same as Trade Free Plan. You can find the charges for Trade Free Plan here- https://www.kotaksecurities.com/kotak-trade-free-plan/

What if I want to continue this offer after 2 years?

The plan is valid only for 2 years after which you will be automatically switched to the Trade Free Plan.
*Terms and Conditions | Disclaimer

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For Customer Service, dial
1800 209 9191

Write to us at service.securities@kotak.com for Trading Account and Demat Account-related queries

Call Centre Services All Days: 8:00 am to 6:00 pm

Chat Services All Days: 8:00 am to 8:00 pm

Call and Trade Mon to Fri: 8.00 am to 5.30 pm

NOTE: Please note that apart from the standard plans offered to all clients, KSL also offers customized brokerage plans depending on the business relationship with the clients. You may reach out to your relationship manager/branch, Authorised Person or customer service for any queries relating to the same. Brokerage will not exceed the rates specified by SEBI and the Exchanges.


No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account.


KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary. Attention Investors Prevent Unauthorized Transactions in your demat / trading account --> Update your Mobile Number/ email Id with your stock broker / Depository Participant. Receive information of your transactions directly from Exchanges on your mobile / email at the end of day and alerts on your registered mobile for all debits and other important transactions in your demat account directly from NSDL/ CDSL on the same day." - Issued in the interest of investors. Circular No.: NSDL/POLICY/2014/0094, NSE/INSP/27436, BSE - 20140901-21


Kindly note that as per NSE circulars dated November 17, 2017, May 15.2018 and BSE circulars dated November 17, 2017, May 15.2018, trading in securities in which unsolicited messages are being circulated is restricted. The list of such stocks are available on the website of NSE & BSE.
Investors, kindly beware of unregistered Investment advisors offering assured returns and seeking trading credentials. Unsolicited messages via social media platforms like Whatsapp, Telegram , Instagram, YouTube, Facebook, SMS, calls, etc. are being sent by unregistered or unauthorised entities inducing to deal in these stocks, F&O contracts. Please refer NSE circular & BSE circular to report any such instance.

As per NSE circular dated March 25, 2022 ,BSE circular dated March 25, 2022 , MCX circular dated March 31, 2022 ,NCDEX circular dated April 1, 2022, investors are cautioned to abstain them from dealing in any schemes of unauthorised collective investments/portfolio management, indicative/ guaranteed/fixed returns / payments etc. Investors are further cautioned to avoid practices like: a) Sharing i. trading credentials – login id & passwords, ii. trading strategies, iii. position details. b) Trading in leveraged products /derivatives without proper understanding, which could lead to losses. c) Writing/ selling options or trading in option strategies based on tips, without basic knowledge & understanding of the product and its risks d) Dealing in unsolicited tips through likeWhatsapp, Telegram , Instagram, YouTube, Facebook, SMS, calls, etc. e) Trading based on recommendations from unauthorised / unregistered investment advisors

Kindly note that relying on any such fraudulent communication received in any form or manner, which originates from any of the channels not belonging to KSL, shall be at your own risk and KSL shall not be liable for the same.

In case of any queries, request you to kindly get in touch with Customer Service on 1800 209 9191.


Kotak securities Ltd. having composite licence no.CA0268 is a Corporate Agent of Kotak Mahindra Life Insurance Company Limited and Kotak Mahindra General Insurance Company Limited. We have taken reasonable measures to protect security and confidentiality of the Customer information.


The Stock Exchange, Mumbai is not in any manner answerable, responsible or liable to any person or persons for any acts of omission or commission, errors, mistakes and/or violation, actual or perceived, by us or our partners, agents, associates etc., of any of the Rules, Regulations, Bye-laws of the Stock Exchange, Mumbai, SEBI Act or any other laws in force from time to time. The Stock Exchange, Mumbai is not answerable, responsible or liable for any information on this Website or for any services rendered by our employees, our servants, and us.

Please do not share your online trading password with anyone as this could weaken the security of your account and lead to unauthorized trades or losses. This cautionary note is as per Exchange circular dated 15th May, 2020.

Note: With a view to providing visibility of client-wise collateral as per SEBI regulations, respective clearing corporations have provided a web portal facility to allow clients to view their disaggregated collateral placed with Member and as reported by Trading Member/Clearing Member. For further information refer circulars: NCL ; NCCL ; MCXCCL ;

NSDL and CDSL have mapped Unique Client Codes (UCC) to demat accounts based on PAN, refer NSDL and CDSL circulars. Format for linking/delinking the UCC: NSDL: link | CDSL: link.

Clients are required to keep all their account related information up-to-date including details like email id, mobile number, address, bank details, demat details, income details etc. which will help the client to timely receive any information and to avail the various facilities relating to the Trading and Demat account. To update the details, client may get in touch with our designated customer service desk or approach the branch for assistance.

 

Important update: Mandatory 6 KYC Attributes and Pan Aadhaar linking.

Clients are required to ensure the following 6 KYC attributes are updated for their Demat and Trading account: Name, Address, PAN, Valid Mobile Number, Valid E-mail ID, and Income Range. Any non-compliant account for the above requirement will be liable to be made inactive. The last date to update these details is 30th june, 2022.

Kindly refer Advisory for KYC updation here

In case PAN is not seeded with AADHAAR before 31st March, 2023 or any other date as notified by Government, it will not be considered as a valid PAN. Kindly get in touch with our designated customer service desk or approach the branch for assistance.Click here to link it now.

 

Introduction of Legal Entity Identifier(LEI) for Large Value Transactions: LEI is a 20-digit number used to uniquely identify parties to financial transactions worldwide. RBI has now decided to introduce the LEI system for all payment transactions of value Rs. 50 crore and above undertaken by entities (non-individuals) using Centralised Payment Systems viz. Real Time Gross Settlement (RTGS) and National Electronic Funds Transfer (NEFT). Such clients are required to provide the LEI number to us for updating it at KSL to avoid any disruptions in future payment when the threshold reaches to 50 crore and above. You may refer to the circular RBI NOTIFICATION. In case of any queries, get in touch with our designated customer service desk..

Investors please note that as per the Exchange rules, in the event of a delayed start due to unwarranted or unavoidable circumstances or market disruption, during trading hours or special session, the Exchange shall cancel all type of pending orders once system is restored and no separate time would be given to clients for cancellation of orders. Clients will be required to place fresh orders on resumption of trading. The Exchange and KSL shall not be responsible or held liable for any incidental, special or consequential damages including but not limited to loss of profit. Please be updated and guided by the circulars, rules, bye-laws and regulations of the Exchanges as amended from time to time on the website of Exchanges.

Investor Awareness regarding the revised guidelines on margin collection:-
Attention Investors :
1. Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020.
2. Update your mobile number & email Id with your stock broker/depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge.
3. Pay 20% upfront margin of the transaction value to trade in cash market segment.
4. Investors may please refer to the Exchange's Frequently Asked Questions (FAQs) issued vide circular reference NSE/INSP/45191 dated July 31, 2020, notice no. 20200731-7 dated July 31, 2020 and NSE/INSP/45534 dated August 31, 2020, notice no. 20200831-45 dated August 31, 2020 and other guidelines issued from time to time in this regard.
5. Check your Securities /MF/ Bonds in the consolidated account statement issued by NSDL/CDSL every month.
.......... Issued in the interest of Investors

Caution: Clients are cautioned and advised to refrain from placing any order at unrealistic prices i.e. at prices which do not reflect the current market price and are far away from the LTP / reference price / theoretical price or which are at extreme end of the operating range and have no economic rationale when compared with LTP / reference price / theoretical price / underlying price movement. Please note that trades arising from such orders at unrealistic prices leads to aberrations in the price discovery process. Clients are advised to desist from entering orders or executing transactions which, prima facie, appear to be non - genuine and refrain from indulging in such practice leading to aberrations in the order book. You can read the Exchange circulars here & here

Covid-19 impact to clients:-
1. Applicable to clients on whose email id contract notes and other statements get bounced or who have opted for Physical contract notes/ other statements or Digital and Physical contract notes/ other statements :Due to the nationwide lockdown, we are unable send physical contract notes and other statements. To view them, log into www.kotaksecurities.com
2. Kindly update your email id with us to receive contract notes/various statements electronically to avoid any further inconvenience.
3. We are unable to issue the running account settlement payouts through cheque due to the lockdown. We request you to update your Bank account details to facilitate direct transfer to your linked bank account. You may approach our designated customer service desk or your branch to know the Bank details updation procedure.
4. Exchange advisory: Investors are advised to exercise caution while taking investment decisions in these unpredictable times. Clients are also encouraged to keep track of the underlying physical as well as international commodity markets. Clients are advised to undertake transactions after understanding the nature of the contractual relationship into which they are entering and the extent of its exposure to risk. Clients are further advised to follow sound risk management practices and not to be carried away by unfounded rumors, tips etc.

Under Interoperability, Kotak Securities has selected NSE Clearing Limited (NCL) as its designated clearing corporation for Cashand equity derivatives segment transactions and Indian Clearing Corporation Limited (ICCL) as its designated clearing corporation for currency derivatives segment transactions.

Filling complaints on SCORES- Easy & Quick
a. Register on SCORES portal  |  b. Mandatory details for filling complaints on SCORES  i. Name, PAN, Address, Mobile Number, E-mail ID  |  c. Benefits:  i. Effective Communication  ii. Speedy redressal of the grievances

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© 2005 Kotak Securities Limited.

Registered Office: 27 BKC, C 27, G Block, Bandra Kurla Complex, Bandra (E), Mumbai 400051. Telephone No.: +22 43360000, Fax No.: +22 67132430. Correspondence Address: Infinity IT Park, Bldg. No 21, Opp. Film City Road, A K Vaidya Marg, Malad (East), Mumbai 400097. Telephone No: 42856825.

 

CIN: U99999MH1994PLC134051. SEBI Registration No: INZ000200137(Member of NSE, BSE, MSE, MCX & NCDEX), Kotak Securities Limited: AMFI-registered Mutual Fund Distributor. AMFI ARN: 0164, PMS INP000000258 and Research Analyst INH000000586.

NSDL/CDSL: IN-DP-629-2021