Forms

KRA Modification format – Individual

Individual Clients: For updating or changing your contact details like contact number, address email id etc. For updating KYC for Mutual funds, the same form is applicable.

KRA Modification format – Non-Individual

Non -Individual Clients (HUF, Partnership, LLP, Corporate bodies, Trust, etc.) : For updating or changing your contact details like contact number, address email id etc. For updating KYC for Mutual funds, the same form is applicable.

Equity/Currency/Commodities Derivative Activation

For activating all derivative segments- Equity, F&O, CDS and Commodities segments, send this form along with one financial proof (last 6 months bank statement, salary slip, Form 16 etc.) to service.securities@kotak.com or Whatsapp on +91-7738988888 from registered email/mobile number. Additional proof/forms required for special cases. For e.g. Non-Individuals need to submit Board Resolution/Declaration

Tariff Sheet

For mentioning brokerage rates for the new segment

Self Declaration of Financial Details(Individual)

For declaring your financial details and your net worth

Self Declaration of Financial Details(Non-Individual)

For declaring your financial details and your net worth

Name Change Request Form

For name change (after marriage, other reasons)

Multiple Nomination and NO Nomination declaration

For updating nominee details in your Demat account and Trading account

Authority Letter

For allowing close relatives to trade on clients behalf