Open a trading account

A trading account is used to place buy or sell orders in the stock market.

Through a trading account, you can directly place orders online or instruct your stock broker to do it. These orders will automatically be directed to the exchange through the stock broker.

You can open three types of trading accounts with Kotak Securities

A stand-alone trading account: With such an account, you can link your existing demat and bank accounts with the trading account to transfer money. Do note that linking your demat account is compulsory.
A linked 2-in-1 account: Want to open a demat and trading account? Then this is the option for you. The benefit is simple—you don’t need to take the extra effort of linking your demat account with the Kotak Securities trading account.
A 3-in-1 account: Open a Kotak Mahindra Bank account along with your Kotak Securities demat and trading accounts. This can help you transfer money to and from the trading account seamlessly.

Interested? Click here to apply.

Why open a trading account with Kotak Securities?

You now know that 3 accounts are involved in buying and selling shares. Some brokers provide all 3 accounts in one service. Such a 3-in-1 account saves time and processes involved in trading. Here are some advantages of Kotak Securities 3-in-1 account:

Something for everyone Whether you are a trader, investor or self-trader, we have trading platforms, research, and products customized for your needs.
Smart investing solutions You don’t need deep pockets to invest! Find innovative products like Small Case and Auto Invest for regular, consistent and specific investment goals.
Zero hassle trading Don’t divert precious time from your trades! Transfer funds seamlessly with linked trading, demat and bank accounts.
Award winning research Get research that helps you make the right decisions! Its award winning and backed by first-rate analytics.
State-of-the-art platforms Analyze markets and trade across any device of your choice – from mobile app to desktop!
Dedicated dealing support We have a dedicated desk of qualified dealers to trade on your behalf. All you have to do is pick up the phone.
Client focus Your needs are our priority! Our accessible and friendly customer service is just a phone call away.
Added perks from Kotak Mahindra Bank With the 3-in-1 demat account, enjoy all the benefits of a Kotak Mahindra Bank account like high interest rates and instant fund transfers.

What is a trading account?

A trading account is used to place buy or sell orders in the stock market. Since 2000, the stock markets have become electronic. This means, trading is now conducted online. Each trading account has a unique trading ID which is used to perform online transactions.

A trading account is opened with a stock broker. Through a trading account, you can directly place orders online or instruct your stock broker to do it. These orders will automatically be directed to the exchange through the stock broker.

How is online trading done in the share market?/How does a trading account work?

You need a trading and demat account to trade in the stock market. A trading account acts as a link between the demat and bank accounts, as cash is involved in the buying/selling of shares. When an investor wants to buy shares, he places an order through his trading account. The order is processed by the stock exchange and the shares get credited to his demat account. Similarly, the cash required for the purchase is debited from his bank account. To put it simply, a demat account stores the shares purchased while the trading account places orders and does the cash settlement.

Click here to explore differences between a trading and demat account.

Participants in stock markets could be beginners, experts or professionals. Before you choose a broker to open a trading account, remember to compare services and trading platforms. You should ensure the broker has qualified dealers, and trading terminals or apps that are easy to use.

Are you a first time trader? You may want to have a look at our Knowledge Bank for easy explanations of trading concepts and terms.

Benefits of a trading account?

Something for everyone Whether you are a trader, investor or self-trader, we have trading platforms, research, and products customized for your needs.
Smart investing solutions You don’t need deep pockets to invest! Find innovative products like Small Case and Auto Invest for regular, consistent and specific investment goals.
Zero hassle trading Don’t divert precious time from your trades! Transfer funds seamlessly with linked trading, demat and bank accounts.
Award winning research Get research that helps you make the right decisions! Its award winning and backed by first-rate analytics.
State-of-the-art platforms Analyze markets and trade across any device of your choice – from mobile app to desktop!
Dedicated dealing support We have a dedicated desk of qualified dealers to trade on your behalf. All you have to do is pick up the phone.
Client focus Your needs are our priority! Our accessible and friendly customer service is just a phone call away.
Added perks from Kotak Mahindra Bank With the 3-in-1 demat account, enjoy all the benefits of a Kotak Mahindra Bank account like high interest rates and instant fund transfers.

Frequently asked questions

QWho is eligible to open a trading account?

A
Any individual, Hindu undivided family (HUF), proprietary firm, partnership firm, or a company can open a trading account.
QHow soon would my trading account be opened?

A
A trading account with Kotak Securities is opened within 2 weeks of receiving the completed application form and documents.
QWhat are the types of investments that I can make using a trading account?

A
A trading account can be used to invest and trade in shares, derivatives, mutual funds, commodities, ETFs and more.
QCan I open a joint trading account?

A
Yes, you can open a joint demat and trading account.
QCan you open a trading and demat account with different brokers?

A
Yes, you can open a trading and demat account with separate brokers. However, it is advisable to get a demat, trading and bank account with a single broker. Multiple accounts require you to login to different platforms every time you want to place an order. You also have to manually transfer funds from your bank account to trading account. This could be inconvenient and time consuming.

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Write to us at service.securities@kotak.com for Trading Account-related queries and ks.demat@kotak.com for Demat Account-related queries

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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

Kindly note that as per NSE circulars nos: NSE/INVG/36333 dated November 17, 2017, NSE/INVG/37765 dated May 15.2018 and BSE circular nos: 20171117-18 dated November 17, 2017, 20180515-39 dated 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. In case of any queries, request you to kindly get in touch with Customer Service on 18002099191/9292

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.

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.

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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), AMFI ARN 0164, PMS INP000000258 and Research Analyst INH000000586.

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