preferred.kotaksecurities.com Open in urlscan Pro
2a07:1980:3::3c  Public Scan

Submitted URL: http://preferred.kotaksecurities.com/
Effective URL: https://preferred.kotaksecurities.com/
Submission: On September 06 via manual from GB — Scanned from GB

Form analysis 2 forms found in the DOM

<form><span class="nav-search-close-button" tabindex="0">✕</span>
  <div class="nav-search-inner">
    <input type="search" name="search" placeholder="Search...">
  </div>
</form>

Name: Form1POST https://serviceint.kotaksecurities.in/LMS/AddContactNewBannerLS.aspx?BannerId=569111191646815278&mx_UTM_Source=null&mx_UTM_Term=null&mx_UTM_Device=null&mx_UTM_gclid=null&mx_UTM_Campaign=null&mx_UTM_Adgroup=null&mx_UTM_Keyword=null

<form class="form" id="securities" name="Form1" onsubmit="return formvalidations(this)" method="post"
  action="https://serviceint.kotaksecurities.in/LMS/AddContactNewBannerLS.aspx?BannerId=569111191646815278&amp;mx_UTM_Source=null&amp;mx_UTM_Term=null&amp;mx_UTM_Device=null&amp;mx_UTM_gclid=null&amp;mx_UTM_Campaign=null&amp;mx_UTM_Adgroup=null&amp;mx_UTM_Keyword=null">
  <input type="hidden" name="ProspectId" id="ProspectId" style="display:none;" value="85d354cd-9129-4ca6-aaf5-2688898adc50">
  <input type="hidden" name="CON_REMARKS" id="CON_REMARKS" style="display:none;"
    value="keyword=not set  || Source=urce= || medium=dium=referral || campaign=not set || term=not set|| adgroup=undefined || placement=undefined || bannersize=undefined || device=d || ad= || utmcontent=undefined || gclid=undefined || OS=Windows">
  <input type="hidden" name="Cmp_BWF_pk" id="Cmp_BWF_pk" style="display:none;" value="569111191646815278">
  <input type="hidden" id="RedirectURL" name="RedirectURL" value="https://kwik.kotaksecurities.com/kwik/Account/LoginOTP">
  <input name="LeadSourceURL" type="hidden" id="LeadSourceURL" value="">
  <input type="hidden" name="mx_utm_campaign" id="mx_UTM_Campaign" style="display:none;" value="">
  <input type="hidden" name="mx_UTM_Source" id="mx_UTM_Source" style="display:none;" value="">
  <input type="hidden" name="mx_UTM_Term" id="mx_UTM_Term" style="display:none;" value="">
  <input type="hidden" name="mx_UTM_Device" id="mx_UTM_Device" style="display:none;" value="">
  <input type="hidden" name="mx_UTM_gclid" id="mx_UTM_gclid" style="display:none;" value="">
  <input type="hidden" name="mx_UTM_Adgroup" id="mx_UTM_Adgroup" style="display:none;" value="">
  <input type="hidden" name="mx_UTM_Keyword" id="mx_UTM_Keyword" style="display:none;" value="">
  <div class="formfield">
    <input type="text" class="formCtrl" placeholder="Name" id="name" name="CON_FIRSTNAME" onkeyup="this.value=this.value.replace(/[^a-zA-Z ]/g, '')" autocomplete="off">
    <span id="div1"></span>
  </div>
  <div class="formfield">
    <input type="tel" id="mobile" maxlength="10" name="CON_MOBILE" placeholder="Mobile Number" title="Please enter a valid 10 digit mobile number">
    <span id="div2"></span>
  </div>
  <div class="form_Group_Wrapper" style="margin-top:5px; text-align: left;">
    <input type="checkbox" name="authorise" id="authorise" checked="">
    <label for="authorise"><span class="check"></span>I agree to all&nbsp;<a href="/legal/disclaimer-list/#no-brokerage-plan" style="color: #337ab7;">Terms and Conditions</a></label>
    <br>
    <span id="agree"></span>
  </div>
  <div class="formfield">
    <!-- <button class="btn" >Continue</button> -->
    <input type="submit" name="get_otp" class="btn" value="Get OTP">
  </div>
</form>

Text Content

✕

✕
 * Products
    * Asset Classes
    * Futures & Options
    * Mutual Funds
    * Sovereign Gold Bonds
    * Tax Free Bonds
    * Exchange Traded Funds
      
    * NCD
    * Stock Lending & Borrowing (SLBM)
    * Currency
    * Commodity
      
    * Upcoming IPO
      
   
    * Trading Tools
      
      
    * Kotak Neo
    * Payoff Analyzer
    * Equity Screeners
    * Neo TradeAPI
    * Kotak Stock Trader
    * Trade Smart Terminal
      
    * KEAT PRO X
      
    * Call and Trade
    * Margin Calculator
    * Trade Free Brokerage Calculator
      
    * Kotak Wave
    * Nest Online Trading Terminal
   
    * Account Types
    * Demat Account
    * Private Client Group (PCG)
    * 2 in 1 Account
    * Trinity Account
    * NRI Account
    * Foreign Investors (QFI)
   
    * Value Added Features
    * Securities accepted as Collateral
    * Margin Requirements
      
    * Global Investing
    * Margin Intraday Square off (MIS)
    * Stock Basket (smallcase)
      
    * Margin Trading Facility
    * Super Multiple
    * BNST
    * Portfolio Tracker
    * Capital gain report
    * Use Stocks as Margin
    * Knowledge Bank

 * Pricing
    * Trade Free Youth
    * Trade Free Plan
    * Trade Free Max
    * Dealer Assisted Plan

 * Research
    * Market Outlook 2023
    * Research SMS
    * ResultsExpress
    * Pick of the week
    * Top Monthly Picks
    * Fundamental Call
    * Technical Call
    * Derivatives Call
    * Latest Research Report
    * Research webinars
    * Sample Research Report

 * Investing Guide
 * Support
 * More
    * Refer and earn
    * Partner with us
    * Contact Us
      
    * Get Your Account Statements
    * Forms

 * Account Login
    * Login to Trade
    * Login to Kotak Neo
    * Login to TradeSmart Terminal
    * 

 * Open Demat Account


NEW-AGE ONLINE TRADING PLANS FOR ALL

₹0 Intraday brokerage for all


TRADE FREE YOUTH

For investors under 30 years of age
 * ₹0 Brokerage on ALL trades


TRADE FREE PLAN

For investors above 30 years of age
 * ₹0 Brokerage on intraday trades




OPEN DEMAT ACCOUNT

Or Resume your Application

I agree to all Terms and Conditions




TRADE FREE YOUTH

For investors under 30 years of age
 * ₹0 Brokerage on ALL trades


TRADE FREE PLAN

For investors above 30 years of age
 * ₹0 Brokerage on intraday trades


HOW TO GET STARTED?

Don’t worry, we’ve ZERO INTEREST in offering unsolicited life advices.
Here’s a simple way to #GiveNoBucks. Open an account with us and get started.

It’s Easy-peasy


VERIFY MOBILE
NUMBER

1


ADD PAN, BANK & PERSONAL DETAILS

2


CLICK
A SELFIE

3


COMPLETE
ESIGN

4


CHILL AND
#GIVENOBUCKS

5
Start Now


THINK OF US LIKE

THE SUPERMARKET
OF FINANCE

Get everything under one umbrella

STOCKS
& IPOS

FUTURES
& OPTIONS

MUTUAL FUNDS
& ETFS

CURRENCY
& COMMODITY

SMALLCASE

GLOBAL INVESTING

The Go-to-guy Of The Group,
That’s Us

We’re like the favourite person in the group jiska ghar hamesha khaali rehta
hai. Friendship mein faayda hai. With us, you get to enjoy many advantages.

Daily investment
& trade Ideas
Polish your
trading skills
with exclusive
courses
Buy now
pay later
Trade from any device,
as per your convenience

Brokerage Fees?

More Like Brokerage FLEES!

Make Every Trade Count

Plan Eligibility All Intraday Trades Carry Forward F&O Stock Delivery
Subscription Fee Account Opening Fee Age under 30 ₹0 ₹0 ₹0 1st year @ ₹299 ₹0
Age above 30 ₹0 ₹20/order 0.25% ₹0 ₹99

Plan Eligibility Age under 30 Age above 30 All Intraday Trades ₹0 ₹0 Carry
Forward F&O ₹0 ₹20/order Stock Delivery ₹0 0.25% Subscription Fee 1st year
@ ₹299 ₹0 Account Opening Fee ₹0 ₹99

We Believe

When You’ve Got It, Flaunt It

We could say how as a team we’re committed to elevate your trading experience
and blah blah blah. But we only want to share the facts.

Research Mongers

Just like you, our folks are ambitious (read: want good appraisals) And so, they
keep no stone unturned in sharing some really cool investment opportunities.

25+ years

We won’t say we’ve been there, done that. We’re getting there and doing
incredible work for the past 25 years.

3.5 Million + Fans

Numbers don’t lie. As you can see our circle is expanding, and we want you to be
a part of our fam!

Powerful and Lit

Yes, our trading platforms are powerful and fast. Enjoy seamless experience on
both mobile and desktop.


AND THAT’S ALL FOLKS!

*Terms and Conditions | Disclaimer

Account Type

 * Demat
 * Open Demat Account
 * IPO
 * Intraday
 * Trading

Margin Segment

 * Cash Margin
 * Stock Margin
 * Derivatives Margin Required
 * Super Multiples
 * MIS
 * Margin Trading
 * Commodity Segment Margin Required

About Us

 * Why Choose Us
 * About Kotak Securities
 * About Kotak Group
 * Service
 * Corporate Social Responsibility
 * Media
 * Careers
 * Current Openings

Demat Trending Topics

 * This is why you need a Demat Account!
 * Different Types Of Demat Account
 * What is the use of demat account-
 * Benefits Of Demat Account Every Investor Should Know
 * How to choose the best demat account

Upcoming Ipos

   
 * Boat IPO
 * Go Airline IPO
 * Capillary Technologies India Limited IPO
   
   



Trading Account Trending Topics

 * How To Open A Trading Account
 * Open a trading account

IPO Trending Topics

 * What are the different types of IPOs
 * INITIAL PUBLIC OFFERINGS (IPO)
 * What is IPO and advantages of IPO
 * What is the IPO process
 * How to apply for IPO
 * Reasons why do companies go public?

Intraday Trending Topics

 * Intraday trading guide for beginners
 * How To Do Intraday Trading - How To Start Day Trading
 * Intraday Trading Rules
 * Difference Between Intraday Trading and Delivery Trading
 * How To Enter And Exit In Intraday Trading?

Trading Tools

 * Kotak Neo
 * Switch to Neo
 * Online Trading Software and Tools
 * Call and Trade
   
 * Keat 3.0

Derivatives Topics

 * Difference between Futures and Options
 * How to Buy and Sell Futures Contracts
 * Difference Between Spot & Futures Pricing

Mutual Fund Topics

 * How To Calculate NAV of Mutual Fund
 * How mutual funds work
 * How to invest in SIP
 * Basic Terms & Concepts of Mutual Funds

Share Market

 * Difference Between Large, Medium, and Small-Cap in Share Market
 * Share Market Basics
 * How to trade in the stock market
 * Difference Between Stocks and Share

Download Kotak Neo App




Customer Care

chat with us

77389 88888 Just save this number and send us "Hi" on whatsapp.


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

Connect with us

Important announcement: From 2nd January 2023, we will charge Rs.100 for every
order liquidated by us, due to margin shortfall or debit recovery. Click here
for details.


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


<<<<<<< HEAD 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.
======= Kindly note that as per NSE circulars dated November 17, 2017, May
15.2018 October 21, 2022 February 24, 2023 and BSE circulars dated November 17,
2017, May 15.2018,October 21, 2022,February 24, 2023 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.
>>>>>>> afded2570f10208af714757cddb475f05a2a3deb 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 , NSE
circular dated July 6, 2022 , BSE circular dated July 6, 2022 , MCX circular
dated July 11, 2022 , NCDEX circular dated July 11, 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 including OTP’s., ii.
trading strategies, iii. position details. b) Trading in leveraged products
/derivatives like Options 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 like Whatsapp, Telegram , Instagram,
YouTube, Facebook, SMS, calls, etc. e) Trading / Trading in “Options” based on
recommendations from unauthorised / unregistered investment advisors and
influencers.

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.


Creating investor awareness and safeguarding client’s data: Please note that
certain fraudsters are collecting data of clients who are already into trading
in Exchanges and send them bulk messages on the pretext of providing investment
tips and luring them to invest with them in their bogus firms by promising huge
profits. Please be aware and sensitized on this issue. Kindly safeguard your
data and do not share or reveal such data to unauthorized persons. Read the
circulars here: NSE BSE NCDEX MCX


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 ; ICCL

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.


As per Exchange circular on Unique Client Code, with effect from July 21, 2022,
out of the multiple UCCs reflecting against any retail client, only one UCC
having latest create date or trade date (whichever is later) will be permitted
to trade and all other UCCs will be marked as closed and shall not be permitted
to trade, by the Exchange. Please take note of the same especially in case you
are having open positions.

 

Kindly note that as per the SEBI circular dated November 11, 2022 , the Client
Unpaid Securities Account (CUSA) is required to be wound up by April 15, 2023
(refer clause 3.11). Accordingly, as per NSDL circular dated April 12, 2023 , we
would like to intimate you that ‘the securities lying in such accounts shall
either be disposed off in the market or be transferred to the client’s demat
account by the TM/CM accordingly, failing which such accounts shall be frozen
for debit and credit at EOD of April 15, 2023’. Please get in touch with
Customer Service in case of any queries.

 

Investors please note that SEBI vide it’s circular have informed KRAs to
mandatorily validate records of the client whose KYC has been completed using
Aadhaar as an OVD. Please note that clients whose KYC records are not validated
by 22nd May, 2023 may face restrictions in their investments (reference: NSE
BSE). In this regard, you may receive the SMS and email on your registered
mobile number and email id from respective KRA where your KYC is registered. You
are require to complete the process of verification of SMS and email on
respective KRA website.
In case your KYC is registered on CVL KRA, they have provided the facility
wherein investors can directly visit the validation portal link
https://validate.cvlindia.com/CVLKRAVerification_V1/  and submit the required
details to enable validation of their KYC records. Refer circular: here and
here.In case your KYC is registered on NDML KRA, they have provided the facility
wherein investors can directly visit the validation portal link
https://kra.ndml.in/ClientInitiatedKYC-webApp/#/ClientinitiatedKYC and submit
the required details to enable validation of their KYC records. NSE KRA has
provided a facility of KYC validation, wherein investor can directly visit the
NSE KRA home page (https://www.nsekra.com/) and enter PAN in KYC inquiry section
to get validation link. Document for validation process is attached here for
reference.

 

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

 

PAN Aadhaar linking requirement:-

As per the SEBI Press Release, in case PAN is not seeded with AADHAAR before the
timeline as informed from time to time (current deadline: 30th June, 2023), such
accounts would be considered non-KYC compliant, and there could be restrictions
on securities and other transactions until the PAN and Aadhaar are linked.

NSE circular dated June 01, 2023 ,June 13, 2023 , read with circular dated March
24, 2022 , (except of March, 2022 circular): The clients who have failed to
comply with the requirement of seeding the PAN with Aadhar by the due date, will
not be able to place orders or square off their open position, if any. Such open
positions will naturally expire on the expiry date of the respective contracts.
The client will be permitted to trade only on compliance with the requirement.
Similar circulars are issued by BSE. Click here & here . MCX and NCDEX have also
issued the circulars with regard to trades not permitted in case of PAN is not
seeded with Aadhaar.

NSDL: Such demat accounts will become KYC non-compliant (due to invalid PAN) and
such non-compliant demat accounts will be liable to be made inactive. Click here
& here

CDSL: In case PAN is not seeded with Aadhaar, on June 30, 2023 EOD the existing
demat accounts wherein the PAN is not seeded with Aadhaar for the specified
client categories by Government will be considered as invalid and the demat
accounts will be frozen for debits. Click here & here

In view of the above, if the PAN – Aadhaar is not linked, you might not be able
to create fresh positions / execute any fresh trades, other than square off open
positions / reduce existing exposure w.e.f. June 28, 2023. Kindly note that
existing open positions/ holdings may also be liquidated at any point of time
upto the due date of June 30, 2023 and at the sole discretion of KSL. From July
01, 2023 no further trades would be permitted in the account and your account
will be disabled for further trading and demat account will be frozen for debit
/ made inactive from July 01, 2023. Please note you will not be able to square
up the open positions. Such open positions will naturally expire on the expiry
date of the respective contract, if permitted by the Exchange. This process is
non obligatory for NRIs and Non-Individual.

Kindly get in touch with our designated customer service desk or approach the
branch for assistance. Click here to link it now.


NSDL advisory: Clients i.e. 6 KYC non-compliant demat account holders are
required to note that if they have any debit transactions to be executed in
respect of Pay-in’s scheduled after June 30, 2022 viz., account transfer and
inter depository transfer, they shall execute such instructions for transferring
securities well in advance but before EOD of June 30, 2022 to avoid the risk of
non-delivery for sell trades of June 29, 2022 and June 30, 2022. CDSL advisory :
If non-compliant clients have taken any position for any settlements from June
30, 2022, they should execute Early / normal pay-in instructions for
transferring securities to TM/CM/CC well in advance but latest by EOD of July
01, 2022, to avoid the risk of non-delivery for sell trades of June 30, 2022 and
July 01, 2022 due to freezing of demat accounts for debits as mentioned above.
Future dated debit instructions (if any and balance is not blocked in the
account) executed for the deficient account, would be failed once account is
frozen for debits.

Kindly refer the table to know more:

 

Clients are encouraged to update their choice of nomination in their trading and
demat account as well as for the Mutual Fund units i.e. submit the nomination
form or submit the declaration form for opting out of nomination. Kindly note
that the due date for either nominating or opting out is September 30, 2023. You
may refer to the SEBI circulars by clicking: here and here. In case the choice
of nomination is not provided, it may result in restrictions to the investments
as prescribed by the regulators. For any queries, kindly get in touch with our
designated customer service desk.

 

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


ADVISORY FOR INVESTORS

Click here

Bank Details  |   Charges for Other Services  |   Disclaimer  |  Sitemap  |  
Privacy & Security  |   256 Bit Encryption  |  BSE  |   NSE  |  MSE  |   MCX  |
  SEBI  |   SCORES  |   SCORES-Android  |   SCORES-IOS  |   Anti Money
Laundering Measures  |   Important Policies  |   Investor Charter  |  Dos &
Donts  |  List of GST Registration Number  |   All Products and Services   |
NSDL E-voting  | CDSL E-voting  | Circulars/Regulatory Updates | Exchange
rules/regulations/circulars

© 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



OPEN DEMAT ACCOUNT