Kotak Securities Account Opening

The stock market is a fascinating arena, and many of the traders and investors are ready to be a part of it. If you are someone who is looking to trade with a broker,  then you have reached the right place. In this article, we will be discussing the Kotak Securities Account Opening process.

Kotak Securities has no doubt left no stone unturned to establish its mark as a full-service stockbroker in the field. They have also introduced the Kotak trade free plan that allows its customers to trade at a minimal brokerage. 

Along with this its trading app and other Kotak demat account benefits make it one of the best stockbrokers in India.

Let us now get started with the simple trading process so that you can begin your trading journey. 

Kotak Securities Registration 

If you believe that is Kotak Securities good for you and are willing to open a demat account in Kotak Securities, then this is how you go about it. You can now open a demat account and start trading in a span of just 60 minutes. 

If you want to go ahead with Kotak Securities Account Opening, then there are two ways in which you can do this. Furthermore, you can avail the facility of the Kotak Trinity Account as well: 

• Online 
• Offline 

We will discuss both processes in detail. 

Kotak Securities Account Opening Online

The world is moving towards digitalization and, therefore, the popularity of the online process in the demat account opening.

To open Kotak demat account online, follow the steps given below:

• All you have to do is open their website and fill in the required details. The details include your name, your email id, phone number, and state. 
• You will receive an email with an option to resume your application.  Also, you will receive an OTP on your registered mobile number.

(This OTP will be used for video verification)

• Now open the resume application link, and enter your mobile number. You will receive an OTP. Enter the OTP and click on ‘verify.’
• After the successful verification, you will be needed to upload your documents. This include, 
  • PAN Card/Passport/Driving Licence 
  • Copy of your self-attested PAN Card.
• Next, you will be required to upload a copy of your specimen signature.
• After reading the undertaking, click on the confirm button.
• Now you will have to complete an in-person verification. 
• You will record a video of yourself using your phone, laptop, or any other device. 
• In the video, read the OTP that was initially received via SMS, your mobile number, and e-mail ID.
• Now upload this video by clicking on the ‘choose file’ button and selecting the desired video. (The size of the video should be less than 20 MB)
• Now click on ok, and your process will be completed.

Once you have completed all the processes, you can easily access your account and start trading. It is paper-free and hassle-free. 

Kotak Securities Account Opening Form

The opening process of a Kotak demat account can also be carried out offline. 

You can open your Kotak Demat account with a simple procedure, that is, by downloading the form, or you can approach your nearest Kotak Securities branch to get the form. 

The steps for the offline process of opening a Kotak demat account are given below.

• Fill in the demat account form. 
• Submit the self-attested photocopies of all the required documents.
• Complete the in-person verification (IPV). Here the executive visit to your registered address. 
• On successful verification, you will receive the login details and passwords to access your account and trade. 

Now that we know about opening the demat account, let us now look at the documents that you will require for the process.

Kotak Demat Account Opening Documents

When you are looking at Kotak demat account opening you must carry important documents enlisted in the table below:

These are the mandatory documents that you will be required to submit in both the online and offline process. Here make sure you have a PAN card and your Aadhar card is linked with your registered mobile number. 

By the way, you can learn more about the documents required for demat account.

Kotak Securities Demat Account Opening Charges

Certain brokers levy a tax on opening an account with them. The Kotak securities demat account opening charges are as follows:

  

Apart from this, various other Kotak demat account charges form a part of the charges once you start trading.

Kotak Demat Account Login

After you have successfully opened a demat account with Kotak Securities, you also have to log in to your account if you want to start trading. 

• Open the login page and click on activate account. (only if you have not activated your account)
• Now on the login window, add your username and password and click on login.
• If you haven’t activated your account already, you will be required to enter your old password, new password and also answer any two security questions. 
• Once you have activated your account, you can quickly log in using your user ID and password. 

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Conclusion 

Kotak Securities Account Opening process is easy and convenient. You can choose either the online mode or the offline mode, whatever suits your comfort. To add a cherry on top, it is free. So open your demat account now, and start trading.

By the way, if you are using the Kotak Securities Refer and Earn Offer, then there would be a few monetary benefits associated to it as well.

Nonetheless, if you’d like to learn more about the Kotak Securities Account Opening process or anything related to it, we are here for you. Just fill in a few basic details below and we will call you right away: