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Home » Research » Knowledge Bank » Investment Knowlegde Bank
Research: Knowledge Bank
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  • Sample Research Reports
  • Community Recommendations

Kotak University

Select a Share Market Training Module

From stock market to Options trading to Mutual funds, each of our modules systematically explain investment related Terms and concepts that form the basis of winning investment Strategies. So select the modules of your choice and give Your portfolio the edge of knowledge.

  • Chapter 1

    Equity
    Section

  • Chapter 2

    Derivatives

  • Chapter 3

    Mutual
    Funds

  • Basics Of Share Market Explained
  • Getting familiar with market-related concepts
  • How Does Share Market Work?
  • All you need to know about stock quotes
  • What are stock market indices?
  • All you need to know about the annual report
  • Stock Market Analysis and More
  • All about Dematerialization and Demat Accounts
  • How to open a Demat Account
  • Difference in Demat Account and Trading Account
  • How to open a Trading Account
  • Basic Queries About Stock Market (FAQ)
  • Documents required to open demat account
  • How to know your demat account number
  • How to get the Lowest brokerage charges in India
  • Introduction to Derivatives
  • What are Futures Contracts
  • Difference in Spot & Futures Pricing
  • How to Buy and Sell Futures Contracts
  • What is Options Trading
  • Understanding How Call Options Work
  • Understanding How Put Options Work
  • Understanding Covered & Naked Options Contracts
  • Difference Between Futures & Options
  • How to use Options to protect your portfolio?
  • 22 Options strategies you need to know
  • What is mutual fund
  • How mutual fund works
  • Different Types of mutual funds
  • How to choose mutual fund scheme
  • Mutual funds terms and concepts
  • What is SIP
  • How to start SIP investment
  • What is NAV
  • How to calculate NAV
  • What is KYC document
  • What is debt fund
  • What is equity fund
  • What is hedge fund
  • What is hybrid fund
  • What is liquid fund
  • What are small caps mutual funds
  • What is large cap fund
  • What is ELSS
  • How to invest in ELSS
  • How to buy and sell mutual funds
  • Chapter 4

    Financial
    Planning

  • Chapter 5

    Hindi
    University

  • Chapter 6

    Kotak Securities
    Videos

  • Overview and Importance of Financial Planning
  • What is Financial Planning
  • Types of Financial Planning
  • Who Requires Financial Planning (All Life Stages)
  • Difference between Financial Planning and Wealth Management
  • Benefits of Financial Planning
  • How to Create a Financial Plan
  • निवेश सिद्धांत
  • इक्विटी ट्रेडिंग
  • ऑप्शन ट्रेडिंग
  • डेरिवेटिव्स
  • म्यूचुअल फंड
  • डीमेट अकाउंट
  • Chapter 7

    Fundamental Analysis
    Of Stocks

  • Chapter 8

    Technical Analysis
    Of Stocks

  • Chapter 9

    Intraday Trading

  • Introduction to Fundamental Analysis of Stocks
  • What is Expense & Revenue Analysis
  • What is Asset & Liability Analysis
  • Difference in Fundamental and Technical Analysis
  • How to Perform Fundamental Analysis of Stocks
  • Fundamentals of Industry Analysis
  • Understanding Market Shares & Business Models
  • Fundamentals of Company Analysis
  • Corporate Governance & Shareholder Rights
  • Basic Concepts of Financial Risk Management
  • Financial Statement Analysis
  • A Primer on Financial Accounting Concepts
  • What is Cash Flow Statement
  • Understanding Balance Sheet Analysis
  • Calculation of Dividend Payout Ratio
  • Income Statement & its Major Components
  • Company Annual Reports
  • Ratio Analysis with Financial Ratios
  • Introduction to Technical Analysis of Stocks
  • Fundamentals of Technical Analysis of Stocks
  • Intrinsic Value of Stocks
  • Understanding Stock Market Trends
  • How to Identify Market Trends
  • Stock Charts in Technical Analysis
  • How to Read Stock Charts
  • Intraday Trading guide for beginners
  • Difference between intraday and delivery trading
  • How to choose stocks for intraday trading
  • Intraday Trading tips and tricks
  • Intraday trading indicators and techniques
  • Cost of Intraday Trading
  • Chapter 10

    IPO Pages

  • What is IPO and advantages of IPO
  • Why invest in IPO
  • How to apply for IPO
  • IPO Process
  • Factors for IPO
  • Different types of IPO
  • Different types of IPO investors
  • IPO investing tips
  • IPO investing strategy
  • Challenges in investing in IPO
  • How are IPOs valued
  • Why do companies go public
  • What is unsubscribed IPO
  • IPO oversubscription
  • All about IPO grey market
  • What is greenshoe option
  • IPO frequently asked questions
  • Chapter 1

    Equity
    Section

  • Chapter 2

    Derivatives

  • Chapter 3

    Mutual
    Funds

  • Basics Of Share Market Explained
  • Getting familiar with market-related concepts
  • How Does Share Market Work?
  • What Are Different Types Of Stocks?
  • All you need to know about stock quotes
  • What are stock market indices?
  • All you need to know about the annual report
  • Stock Market Analysis and More
  • All about Dematerialization and Demat Accounts
  • How to open a Demat Account
  • Difference in Demat Account and Trading Account
  • How to open a Trading Account
  • Basic Queries About Stock Market (FAQ)
  • Documents required to open demat account
  • How to know your demat account number
  • How to get the Lowest brokerage charges in India
  • Introduction to Derivatives
  • What are Futures Contracts
  • Difference in Spot & Futures Pricing
  • How to Buy and Sell Futures Contracts
  • What is Options Trading
  • Understanding How Call Options Work
  • Understanding How Put Options Work
  • Understanding Covered & Naked Options Contracts
  • Difference Between Futures & Options
  • Mutual Fund Basics
  • Mutual Fund Basic Terms and Concepts
  • How to Invest in Mutual Funds
  • How to Buy and Sell Mutual Funds
  • Different Types of Mutual Funds
  • Requirements and Tax Saver Benefits of Mutual Funds
  • Chapter 4

    Financial
    Planning

  • Chapter 5

    Hindi
    University

  • Chapter 6

    Kotak Securities
    Videos

  • Overview and Importance of Financial Planning
  • What is Financial Planning
  • Types of Financial Planning
  • Who Requires Financial Planning (All Life Stages)
  • Difference between Financial Planning and Wealth Management
  • Benefits of Financial Planning
  • How to Create a Financial Plan
  • निवेश सिद्धांत
  • इक्विट ट्रेडिंग
  • ऑप्शन ट्रेडिंग
  • डेरिवेटिव्स
  • म्यूचुअल फंड
  • डीमेट अकाउंट
  • Chapter 7

    Fundamental Analysis
    Of Stocks

  • Chapter 8

    Technical Analysis
    Of Stocks

  • Chapter 9

    Intraday Trading

  • Introduction to Fundamental Analysis of Stocks
  • What is Expense & Revenue Analysis
  • What is Asset & Liability Analysis
  • Difference in Fundamental and Technical Analysis
  • How to Perform Fundamental Analysis of Stocks
  • Fundamentals of Industry Analysis
  • Understanding Market Shares & Business Models
  • Fundamentals of Company Analysis
  • Corporate Governance & Shareholder Rights
  • Basic Concepts of Financial Risk Management
  • Financial Statement Analysis
  • A Primer on Financial Accounting Concepts
  • What is Cash Flow Statement
  • Understanding Balance Sheet Analysis
  • Calculation of Dividend Payout Ratio
  • Income Statement & its Major Components
  • Company Annual Reports
  • Ratio Analysis with Financial Ratios
  • Introduction to Technical Analysis of Stocks
  • Fundamentals of Technical Analysis of Stocks
  • Intrinsic Value of Stocks
  • Understanding Stock Market Trends
  • How to Identify Market Trends
  • Stock Charts in Technical Analysis
  • How to Read Stock Charts
  • Intraday Trading guide for beginners
  • Difference between intraday and delivery trading
  • How to choose stocks for intraday trading
  • Intraday Trading tips and tricks
  • Intraday trading indicators and techniques
  • Cost of Intraday Trading
  • Chapter 10

    IPO Pages

  • What is IPO and advantages of IPO
  • Why invest in IPO
  • How to apply for IPO
  • IPO Process
  • Factors for IPO
  • Different types of IPO
  • Different types of IPO investors
  • IPO investing tips
  • IPO investing strategy
  • Challenges in investing in IPO
  • How are IPOs valued
  • Why do companies go public
  • What is unsubscribed IPO
  • IPO oversubscription
  • All about IPO grey market
  • What is greenshoe option
  • IPO frequently asked questions
Trading Demos
  • Mobile Trading with Kotak Stock Trader View Demo
  • Desktop Trading with KEAT ProX View Demo
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How it helps
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  • Convenience through partnerships
  • Kotak Securities support
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About Us

  • • Branch Locator
  • • About Kotak Securities
  • • Awards and Accolades
  • • About Kotak Group
  • • Technology
  • • Strong Research
  • • Customer Support Chat
  • • Brokerage Charges

Asset Classes

  • • Equity Trading
  • • Derivative Trading
  • • Mutual Fund Investment
  • • IPO
  • • Gold Funds
  • • Currency Derivatives
  • • Fixed Deposits & Tax Free Bonds
  • • Debentures

Derivatives Market

  • • Most Active Contracts
  • • Gainers
  • • Losers
  • • Top Volume Traded
  • • Top Value Traded
  • • Most Active Put
  • • Most Active Call
  • • Open Interest
  • • Highest in Premium
  • • Put Call Ratio

Investment Knowledge Bank

  • • Share Market Basics
  • • What is Demat Account
  • • What are Derivatives?
  • • What are Futures?
  • • What are Options?
  • • What are Mutual Funds?
  • • Basics of Financial Planning
  • • Calculators
  • • Videos
  • • Meaningful Minutes

Trading Tools & Research Reports

  • • KEAT PRO X
  • • Kotak Stock Trader APP
  • • Fastlane
  • • Xtralite
  • • Dealer assisted trading
  • • Call and Trade
  • • Investors Research
  • • Trader Research
  • • Mutual Fund Research
  • • Fundamental Analysis Reports
  • • Technical Analysis Reports
  • • Derivative Reports
  • • Currency Derivative Reports

Account Types & Value Added Services

  • • Demat Account
  • • 2 in 1 Account
  • • Trinity Account (3-in-1 Account)
  • • Linked Account
  • • NRI Account
  • • PMS
  • • Margin Trading
  • • BNST
  • • TradeSmart Store
  • • SMS Alerts
  • • AMO

Equity Market

  • • Share Market Live
  • • Gainer
  • • Loser
  • • Most Active Stocks
  • • Volume Buzzer
  • • 52Wk High
  • • 52Wk Low
  • • All Market News
  • • Bullion News
  • • Economy General
  • • Corporate Actions
  • • Other News
CUSTOMER CARE Chat with us
77389 88888WhatsApp Chat
(Add city STD code while calling from Mobile)

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

Connect with us

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

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© 2005 Kotak Securities Limited.

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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