With Advanced Tools, Expert Insights, and Unmatched Features at your fingertips, you can trade like a pro.
Make smarter trading decisions with the help of Advanced Charts Tools
Get access to trading calls from Kotak's research team
Review the movement of stock prices throughout the day
Your all-in-one solution for effortless stock management and tracking.
Dive into Balance sheets, P&L and cash flow statements, essential ratios effortlessly on our App & Web platform
Explore the Neo Way To Trade with Kotak Neo
Kotak Neo Web
Kotak Neo Trade API
To get started, download the Kotak Securities Neo mobile app
Android users- Click here to download
iOS users- Click here to download
Once you have installed the Neo app on your mobile,
Note: Do not click on 'Login' unless you have setup your account on Neo. Your existing Kotak Securities ID and password will not work on Neo.
Enter your mobile number and PAN
You will then receive an email from Kotak Neo on your registered email address. Click on Setup your Neo account and open with Kotak Neo app (Check your promotions or spam folder in case you do not find the mail)
Enter the 4 digit OTP received on your registered mobile number
Set your password
Set your M-PIN
Your account is ready to use. For subsequent login, you can simply use your M-PIN.
To set a new M-PIN,
Go to the screen where you enter the M-PIN and click on "Forgot M-PIN?"
For verification purpose, enter your registered mobile number and PAN number
A reset M-PIN link will be sent to your registered email ID. Please check your inbox for the same
Please look for emails from Kotak Neo in your spam/junk folder and move it to the safe sender list if you find it there. That way all future emails from us will land directly to your 'Inbox' and you will never miss out on any important update on your Kotak Securities Neo account For the time being, emails from Kotak Neo may continue to land in your promotions folder for Gmail users
In the email, click on the reset M-PIN button and select open with Kotak Neo app
Enter the OTP sent to your registered mobile number
Choose and enter your new M-PIN and click on reset M-PIN
Your new M-PIN is now set and you can proceed to login with the same
We offer two different platforms for trading:
Kotak Securities Neo mobile app Neo is a contemporary interface designed to evolve to the way you trade. It is a feature-rich application with some of the features listed below:
Kotak Securities Nest Trader Nest is our desktop based trading terminal that allows you to trade equity, commodity, F&O and currency. It is one of the most robust, fast and stable trading platforms. It has a range of features which enable you to customize your trading experience, some of them are:
Know how to get access to the Neo mobile app
You can make a fund transfer by using netbanking, UPI, Kotak's Direct Access or via IMPS/NEFT/RTGS. To transfer funds,
For UPI transfer,
To pledge your shares,
Once you submit your request, you will receive an SMS and email from the depository (NSDL) within few hours. You will have to authorize the pledge request at the depository to activate the pledge.
You can now login to the Kotak Securities Neo app to invest using the margin received against the pledged shares.
Your mutual funds can also be pledged if they are eligible for the same. Click here to check the list of mutual funds eligible for pledging and the margin given against each.
Note: In case, you do not see a mutual fund in the pledge section of the app, although it is present in the above list of eligible mutual funds for pledging, you can get in touch with our customer support team at 1800-209-9191 from Mon-Sat, 9:00 AM-6:00 PM.
You can get more margin to trade mainly from two other sources:
Margin from Fixed Deposits, Bank Guarantees and Mutual Funds: You can avail additional margin through lien of your Fixed Deposits or availing Bank Guarantees. Alternatively, you may also pledge your Mutual Fund units to avail additional margin.
Adhoc margin: In case under special circumstances, haircut percentage applicable to you is different, then an additional margin will be provided to you under adhoc margin. In this scenario, adhoc margin will be a positive number. Alternatively, if you initiate a payout under special circumstances outside of the Neo system then your margin will be reduced which will fall under adhoc margin. In this scenario, adhoc margin will be a negative number.
To activate MTF,