Do and Donts
Do's
Before deciding to buy stock of any company, check its credentials and fundamentals
Some products like F&O carry higher leveraging risk. Hence, adopt trading / investment strategies commensurate with your risk-bearing capacity
Be cautious about stocks which show a sudden spurt in price or trading activity, especially low price stocks. Remember, there are no guaranteed returns on investment in the stock market
Remember broking account is not a portfolio management account. Hence, give clear instruction for placing trades in your account
Make payment only from your own Bank account in the name of “Kotak Securities Limited” for offline trading account and “kotaksecurities.com” in case of online account. Similarly deliver the shares or pay-in/margin only from your own DP Account in the name of Kotak Securities Ltd.
Pay the margin and outstanding debit in time to avoid liquidation of securities and charging of interest
Go through all communication sent by Kotak Securities Limited (KSL) including contract notes, trade SMS/email, statement of account, margin shortfall mailers etc. In case of any doubt, call customer service department immediately
Update your contact details including address, mobile number, email ID etc. immediately in case of any change
Give your updated financial statement on an annual basis. Remember this is a regulatory requirement
Dont's
You must not share your login/trading password with anyone including any of the employees/agents of KSL
Don’t pay cash for settling any of your transactions
Refrain from investing based on rumors or tips
Never handover blank signed delivery instruction slip or cheque to any person including the employees/agents of KSL
