Invest in U.S. stock markets

The world is your oyster

Want to invest in stocks like Google, Apple, Amazon and others? Get direct access to U.S. markets with Global Investing account through Kotak Securities. The securities quoted are exemplary and are not recommendatory.

$1.99Introductory Trade Offer
₹0Subscription Fee
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How to invest in global market with us
Access foreign markets with ease.
Follow these simple steps in our fully digital and seamless investing platform
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Log in
Log into your trading account with Kotak Securities
Sign Up
Opt for a Global Investing account by clicking on the 'Sign Up for Global Investing' button
Register with your Pan Card
You'll be re-directed to our partner, Interactive Broker's portal. Keep your PAN card & address proof ready to register.
Fill the details
Fill the details and the required documents will be uploaded via CKYC, if the client is CKYC registered.
Add funds
Once your details are verified, add funds into your account and start investing.

*The insurance is against financial trouble or liquidation of our Global Investing partner, Interactive Brokers—an SIPC-registered brokerage firm. It does not include losses in the stock market. For more information, visit www.sipc.org.

Frequently Asked Questions

Just create your account on the Global Investing platform powered by Interactive Brokers. We will have your brokerage and custodian account created with Interactive Brokers. It will take 1 - 2 business days for your account to get approved if all the information is correct.

Once approved, you will have to fund the brokerage account by transferring money into it from your linked domestic bank account. Once the funds are available in your brokerage account, you will be able to make investments.

After selling any of your investments, whenever you want to get your money back, just click on ‘Withdraw’, enter your account details of your local bank in India and all your available cash will be sent over to your domestic bank account.

  • Creating a funding notification on the IBKR platform:

Step 1: Login to the Global Investing platform and select ‘Transfer and Pay’ from the menu, then select ‘Transfer Funds’ and click on ‘Make a deposit’

Step 2: Select ‘Bank Wire’ and Enter the amount of the wire deposit to create the notification.

Step 3: Once the deposit notification is created, click on the message ‘To transfer money using your Kotak bank account, please click here’ to visit Kotak Net/Mobile banking platform for remittance.

Note: You will be redirected to Kotak Mobile Banking app (if already installed) on your smartphone for completing the transaction. For desktop, you will be redirected to Kotak Net banking portal.

  • Visit Kotak Remit and place the transaction request:

Steps for Kotak Net Banking:

Step 1: Log in to Kotak Net Banking

Step 2: Enter transfer details

Step 3: Click on ‘New Beneficiary’, select ‘Is this remittance towards overseas…’, select partner as ‘Kotak Securities’ & receiver as ‘Interactive Brokers LLC’.

Step 4: Authenticate through OTP, verify & confirm the transaction.

Steps for Kotak Mobile Banking App:

Step 1: Login to Mobile Banking App

Step 2: Click on ‘Payments’ & ‘Send money’

Step 3: Click on ‘Send money abroad’

Step 4: Enter transfer details

Step 5: Click on ‘New Beneficiary’, select ‘Is this remittance towards overseas…’, select partner as ‘Kotak Securities’ & receiver as ‘Interactive Brokers LLC’.

Step 6: Authenticate through OTP, verify & confirm the transaction.

For online method: Income proof required in some cases.

For offline method: Form A2 and LRS Declaration for Portfolio Investment are required. Click here to download these forms. As per FEMA, these are required every time money is transferred abroad. Your bank will file them for you within the LRS filings. All you need to do is make sure that the information is correct. Then, download the filled-in form, sign, and submit it to your bank. Also, please keep your PAN card and address proof ready handy, in case required.

Bank remittance charges for wiring money abroad to your Global Investing account depend on your bank and its correspondent overseas banking partners. These can usually range from USD 10-30.

Currency conversion charges by the domestic bank for both outward and inward remittances vary from bank to bank. These can range from 0.5–3 %. Please confirm these charges with your bank. Some banks charge a processing fee in addition to the currency conversion fee.

From 1 Oct 2020, a 5% tax deduction at source will be applicable on amount above INR 7, 00,000 remitted abroad.

Generally, it takes between 1-4 business days to deposit / withdraw funds to your Global Investing account. Normally, funds would be credited the same day although sometimes there could be a delay due to a U.S. holiday or if the correspondence bank requires any additional information.

The Global Investing platform does not offer investments in IPOs for residents outside the U.S., at the moment.

The settlement is carried out on T+2 (transaction + 2) day for U.S. stocks. The settlement process for exchanges in other countries can vary from exchange to exchange.

For support, you can write to us at ks.globalinvesting@kotak.com or call us on 1800 209 9191 from Monday to Friday 9:00 AM to 12:00 AM

  1. Download the app
  2. Log in and tap on “more”
  3. Scroll to the Global Investing menu

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