TradeSmart

Kotak TradeSmart is a service that helps you spot bullish or bearish trends as well as the pattern of events in the stock market and their fallout. So, no need to spend hours and hours on stock market research and analysis. With TradeSmart, the trends for each scrip in your portfolio or watchlists are automatically updated. Armed with this information, you can now decide the levels at which you want to enter or exit a particular stock with a lot more confidence. Share market trend analysis is now at the tip of your fingers!

TradeSmart Features

Provides guidelines for targets and stop loss for every trade
Trading on the stock markets does not mean living life on the edge. Setting clear targets and avoiding risky situations will prevent you from making costly mistakes. TradeSmart helps you do just this.
Tradesmart allows you to set alerts for the stocks of your choice.
Now, opportunity doesn’t just knock… It also sends you alerts! With Tradesmart, you can set alerts for stocks & get an email everytime your stock hits a particular level.
Get full access to TradeSmart Education
Use TradeSmart’s extensive investor education library to understand the stock market analysis, industry analysis, technical analysis of stocks, recognize trends and interpret charts and graphs like a pro.
Glossary of market related terms
Wondering about the meaning of terms like ‘Morning Attack’, ‘Short Selling’ or ‘Trailing Stop’? Stop wondering. TradeSmart tells you the exact meaning of each of these obscure sounding phrases. Even better, it tells you what to do with your portfolio when faced with these terms in the real world.

Analyze portfolio
Stock Market Research
Alerts

Benefits of TradeSmart

Get views on your portfolio:
With technical analyses that reflect demand and supply positions of a stock, you can decide whether to book profit or add aggressively. The tool allows you to analyze your holding and decide.
Analyze past stock performance:
You can track the past performance of stocks. You can see different chart patterns made by a particular scrip in the past.
Receive regular alerts:
TradeSmart provides regular alerts about latest trends, technical events & patterns for the stocks of your interest

Starting out with TradeSmart

TradeSmart is available via subscription to all trading customers (online and offline) of Kotak Securities. Here’s how you activate the TradeSmart service on your account:

Log into your account on www.kotaksecurities.com
Click on Trading - > My Account - > Subscription - > Tradesmart. You will land on the TradeSmart home page.
You will see a list of subscription options. Choose the subscription plan that you prefer and hit ‘Submit’.
On hitting ‘Submit’ you will see a page that will confirm your subscription to TradeSmart. You can now start exploring TradeSmart and its full range of features.

View a demo of TradeSmart and decide for yourself.

Subscription plans

Taste the tangible benefits of TradeSmart with our 30 day free trial offer. Post the 30 day trial period, you can choose to switch to one of the plans below:

Tenure	Fees
Monthly	Rs.149
Half yearly	Rs.599
Annual	Rs.999

+ Expand AllFrequently Asked Questions (FAQs)

Q From where will the subscription amount for TradeSmart be deducted?

A On subscription of TradeSmart, the subscription amount will get deducted from your Cash Margin
Q How do you renew your TradeSmart subscription once the initial subscription expires?

A Option to renew the subscription of TradeSmart is available under Customer Service linkon www.kotaksecurities.com logged in section, you can visit there and apply for renewal. Also, you can renew by calling our Customer Service on 1800 209 9191 / 3030 5757 / 1800 222 299.

Trading Demos

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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.

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.

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