₹250 on every successful account opened,
cap of 3 referrals in a month
₹250 on trading worth ₹5000 or more within first 30 days
max cap of 3 per month
10% of brokerage generated from your referrer
for
first 2 years
- Successful account opened will be considered as per the month in which the account is opened, and not as per the month referred.
- For instance, you may refer 10 friends in the month of July, of which 3 opened an account in July itself, while another 3 opened the account in August – in this case you will be rewarded ₹750 for 3 successful referrals in both the months.
- In case of trade condition, you will be rewarded for any of the referrals fulfilling the trade condition, it is not necessary that the first 3 successful referrals need to complete the trade condition.
- For instance, you may have had 10 successful referrals in a month, the rewards will be as follows:
Your friend gets to take benefits of Kotak Securities Trade Free Plan or Trade Free Youth Plan
for Delivery Trades
for Intraday and F&O Trades
for IPO and Mutual Funds
Account opening charges
Brokerage on all intraday trades
Brokerage per order for carry forward F&O trades
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Login to your Trading Account Click on More and scroll down to select Refer & Earn You can start earning your referral points and also refer more friends |
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Login to your Trading Account Tap on More at the bottom right of your screen & Click on Refer & Earn You can start earning your referral points and also refer more friends |
| Login to your Trading Account Click on Services and select Refer & Earn You can start earning your referral points and also refer more friends |
| Login to your Trading Account Click on profile at the top right corner of screen and select Refer and earn You can start earning your referral points and also refer more friends |
Referrer is an existing client/ customer of Kotak Securities, who refers his friends/ family for opening demat & trading account with Kotak Securities.
Referee is an individual who has been referred for opening his/ her demat & trading account with Kotak Securities by the Referrer.
Referrer will earn rewards at 3 different stages as follows:
Account opening benefits will be limited to 3 per month. But 10% brokerage sharing will be eligible for all the clients you refer.
The referral program is open only to existing clients/ customers of Kotak Securities.
Sadly, not. This "Refer and Earn" program is strictly meant for clients/ customers of Kotak Securities only. Hence, all employees (and their immediate family members) of Kotak Securities and Kotak Group are not eligible for this "Refer & Earn" program.
In order for the referral to be considered as successful, the person referred needs to open the account by clicking on the unique referral link shared by Referrer. If the referred person (also known as Referee) opens the account without clicking on the referral link, then in such case the Referrer will not be eligible for the referral reward. The referrer should not have registered with Kotak Securities in the past.
If Referee is below 30 years of age, with the Trade Free Youth Plan, they will get the following benefits:
If Referee is below 30 years of age, with the Trade Free Youth Plan, they will get the following benefits:
To start referring, first and foremost you need to visit the Refer & Earn section and accept the one-time disclaimer for the program, thereafter: Create your unique referral link and Share it with your friends on email, WhatsApp and prominent social platforms such as Facebook, twitter etc.
The rewards will be credited to your Referral Ledger in the form of Referral Points at various stages as follows:
The Referrer can redeem the rewards (Referral Points) in two ways:
Please note, when Referral Points are redeemed to net-off future brokerage, its validity will be 365 days from the date of redemption, after that the unlisted future brokerage shall be forfeited.