Kotak’s 3-in-1 Account

Kotak Securities 3-in-1 account includes a demat account, an online trading account, and a bank account clubbed into one great service

Forget juggling multiple partners for each account! With the 3-in-1 account, get a trading and demat account with Kotak Securities, and a bank account with Kotak Mahindra Bank.

Convenience of single entity
Seamless, zero hassle trading
Access to Kotak Securities trading features

How to open a 3-in-1 account online?

You can open a Trinity 3 in 1 account by:
- a. Filling out our online application
- b. Calling our toll free numbers 1800 222 299 / 18002099191
- c. Visiting a Kotak Securities branch office. To check your nearest branch Click Here
As part of the trinity account, a savings bank account will be opened with Kotak Mahindra Bank to your own preferred nearest location.
With the Direct Access feature of the Trinity account, you will not need to manually transfer funds from your savings account to your online trading account. Funds can be moved between accounts directly through the Kotak Securities website, and any unutilized money in your trading account comes back to your savings account based on settlement period you have chosen.
Unlike other linked bank accounts, the 3-in-1 account has no upper limit for transfer of funds from your savings account to your online trading account in a single day.

What are the benefits of having a 3-in-1 account?

Seamless, zero hassle trading: Trade in equity, derivatives, IPO, ESOPS, bonds and ETFs through your 3-in-1 account.
ASBA facility available for your IPO orders.
Multiple trading platforms to choose from: With the 3-in-1 account you are spoilt for choice. Take your pick between
- Trading online on our website www.kotaksecurities.com
- Using the high-speed trading tool – Keat Pro X
- Trading on the phone by calling our toll free number 18002099191 or 1800222299 from anywhere in India 3030 5757.
- Using our smartphone trading app – Kotak Stock Trader
Margin against Securities: Avail margin against securities for intraday trades in cash segment at no additional cost. Even better, get exposure against the shares lying idle in your demat account .
Trade after market hours: Kotak Securities’ unique ‘After Market Orders’ facility allows you to place trades even after the stock market is closed for the day. The trades you place will get sent to the exchange as soon as the markets open for trading next.
Extensive and FREE research options to guide your investing decisions.
- Educate yourself about equities, futures, options and more at the Kotak Securities Knowledge Bank.
- Get SMS Alerts about latest stock market news, tips, and movements.
- Best in class research and analysis through Easy equity reports and Easy Mutual Fund reports.

+ Expand AllFrequently Asked Questions (FAQs)

Q I already have a Kotak Mahindra Bank savings account. How do I convert it to a Trinity account?

A
That's great! You can utilize the same bank account to transact with Kotak Securities.com . Please mention the account details on the account opening form
Q How long does it take to activate a Trinity account?

A
Your Trinity account will be opened appx. 10 working days of receipt of your completed application form.
Q Is it safe to have all three – savings, demat and online trading accounts with the same entity?

A
No doubt it is secure! Kotak Securities uses the most advanced encryption technology, Secure Socket Layer (SSL), to ensure that the information transmitted between you and us across the internet is safe and cannot be accessed by any outsider.

SSL has been universally accepted on the World Wide Web for authenticated and encrypted communication between clients and servers. The security certificate for our site is obtained from Verisign and the security encryption level on Kotak Securities is 128 bit.

For more answers to queries, click here.

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TIME:
Customer Service:- Mon to Fri – 9.00 AM TO 6.00 PM
Call and Trade:- Mon to Fri – 8.30 AM TO 5.30 PM

For Call & Trade, dial 080 4725 3255
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.

Note: 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.

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

Clients are hereby cautioned not to rely on unsolicited stock tips / investment advice circulated through bulk SMS, websites and social media platforms. Kindly exercise appropriate due diligence before dealing in the securities market.

Requirement of obtaining consent through OTP has been waived for off market transfer reason code “Implementation of Government / Regulatory Direction / Orders” Consent through OTP would continue to be required for all other reasons for any off-market transfers. Refer NSDL circular.

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.

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

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.

NSDL/CDSL: IN-DP-NSDL-23-97

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