Dealer Assisted Trading

So you need some help and guidance while making decisions that affect your financial future? Worry not.

Kotak Securities brings you Assisted Investing Services. The next time you want an investment advice or want help in carrying out investment transactions, just walk into your neighboring Kotak Securities outlet and our investment advisors will be happy to help you out. We understand that many customers prefer hand holding and assisted trading.

There’s a wide variety of services that are available through our Assisted Investment platform.

Dedicated dealer
Relationship manager
Convenience

Features

So what does investing with India's largest stock broking firm mean for you as a customer? Well, all your stock broking needs get managed under one roof. No more running from pillar to post, to keep track of your finances!

Dedicated Dealer

A qualified securities dealer will personally oversee your trading account with Kotak and assist you in making the right trading decisions at the right time. With expert advice and timely assistance in carrying out trades, we help you grow your money and meet your financial goals.
Personalized Relationship Manager

Over and above a dedicated dealer to manage your account, you can avail the services of a relationship manager, whose primary job is to make your investing journey highly rewarding. The personalized relationship manager will help you with the day to day affairs of investing and trading, answer any queries you may have regarding trading and investing and guide you with financially sound advice on various equity, debt and derivative investment options
Call and Trade facility

If you want some advice over the phone, we can help you with our Call and Trade option. With this facility, you can directly place a call to your dealer for guidance and get make instant trades over the phone.
Free Investor Education

Kotak Securities has a dedicated research division that carries out extensive analysis of individual stocks and companies, industry specific research, macro and microeconomic trend analysis to produce in-depth research reports. These reports are freely available to all Kotak Securities trading customers to equip you with knowledge that will help you make the right decision at the right time while trading on the markets.
Cheque pickup and drop

We take care of even the smallest parts of trading in the stock market. Through our Assisted Investing Service, you can have cheques picked up and dropped to your doorstep totally free. We even deliver contract notes to your home to make your trading experience even more hassle free.
Research Alerts

Kotak Securities offers you a range of instant SMS alerts – from trading tips to stock updates to transaction information and more. You can choose the type of SMS Alerts you want to subscribe to and stay updated on the go.
Low Brokerage

With Assisted Investing Services, you can avail the same low brokerage rates and annual maintenance fees charged to our online trading customers. Not only do we offer active assisted investment services that help you grow your money, we also consciously keep your cost of investment to the bare minimum.
Benefit from the Twin Advantage feature

You can now invest using our assisted trading service in much larger volumes with the Kotak Twin Advantage option. As the name suggests, you get dual benefits with Twin Advantage:
- Get additional exposure up to 75% of your margin against the value of stocks that you hold in your demat account
- Get 4 times the exposure on your margin i.e. the cash balance in your trading account

Do note that in certain cases exchange prescribed margins will be collected.

+ Expand AllFrequently Asked Questions (FAQs)

Q What number do you call for availing the Call and Trade service?

A Kotak Securities provides you a number 30305757. You can call from anywhere in India on our number, without incurring any long distance phone charges.
Q Is Call & Trade a secured option?

A Once you call our number, our Call & Trade dealer will ask a few questions to verify your identity. Only after your identity is verified, you would be able to place/ modify/ cancel orders
Q Can the rates be confirmed using Call & Trade?

A Yes. You can use Call & Trade for getting live rates prevailing in the market.

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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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That by submitting the above mentioned details, you are authorising Kotak Securities & its sub-brokers & agents to call you and send promotional communication even though you may be registered under DNC.

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Dealer Assisted Trading

Features

+ Expand AllFrequently Asked Questions (FAQs)

Q What number do you call for availing the Call and Trade service?

Q Is Call & Trade a secured option?

Q Can the rates be confirmed using Call & Trade?