Referral Offer

₹300 on every successful account opened,
cap of 4 referrals in a month

10% of brokerage generated from your referee for
first 2 years

Note:

- Successful account opened will be considered as per the month in which the account is opened, and not as per the month referred.

- For instance, you may refer 10 friends in the month of July, of which 4 opened an account in July itself, while another 4 opened the account in August – in this case you will be rewarded ₹1200 for 4 successful referrals in both the months.

- For instance, you may have had 10 successful referrals in a month, the rewards will be as follows:

  • ₹300 on every successful account opened, cap of 4 referrals in a month
  • 10% of brokerage generated from your referee, for first 2 years

That’s not it! There are some exciting benefits for your friend too

Your friend gets to take benefits of Kotak Securities Trade Free Plan or Trade Free Youth Plan

For friends below 30

₹0

for Intraday and F&O Trades

₹0

for Delivery Trades

₹0

for IPO and Mutual Funds

For friends Above 30

₹0

Brokerage on all intraday trades

₹20

Brokerage per order for carry forward F&O trades

₹0

for IPO and Mutual funds

Invite Friends & Earn

Here’s how you can start Referring from our Trading Platforms

  • Kotak Securities Website
  • KST APP
  • Trade Smart Terminal
  • Kotak Neo App

Kotak Securities Website

Login to your Trading Account

Click on More and scroll down to select Refer & Earn

You can start earning your referral points and also refer more friends

KST APP

Login to your Trading Account

Tap on More at the bottom right of your screen & Click on Refer & Earn

You can start earning your referral points and also refer more friends

Trade Smart Terminal

Login to your Trading Account

Click on Services and select Refer & Earn

You can start earning your referral points and also refer more friends

Kotak Neo App

Login to your Trading Account

Click on profile at the top right corner of screen and select Refer and earn

You can start earning your referral points and also refer more friends

Frequently Asked Questions

Referrer is an existing client/ customer of Kotak Securities, who refers his friends/ family for opening demat & trading account with Kotak Securities.

Referee is an individual who has been referred for opening his/ her demat & trading account with Kotak Securities by the Referrer.

Referrer will earn rewards at 2 different stages as follows:

  • ₹300 on each successful referral, max cap of 4 per month
  • 10% of brokerage generated from your referral, for 2 years

Account opening benefits will be limited to 4 per month. But 10% brokerage sharing will be eligible for all the clients you refer.

The referral program is open only to existing clients/ customers of Kotak Securities.

Sadly, not. This "Refer and Earn" program is strictly meant for clients/ customers of Kotak Securities only. Hence, all employees (and their immediate family members) of Kotak Securities and Kotak Group are not eligible for this "Refer & Earn" program.

In order for the referral to be considered as successful, the person referred needs to open the account by clicking on the unique referral link shared by Referrer. If the referred person (also known as Referee) opens the account without clicking on the referral link, then in such case the Referrer will not be eligible for the referral reward. The referrer should not have registered with Kotak Securities in the past.

If Referee is below 30 years of age, with the Trade Free Youth Plan, they will get the following benefits:

  • ZERO brokerage for delivery trades
  • ZERO brokerage on intraday and F&O trades
  • ZERO brokerage for IPO and mutual funds

If Referee is above 30 years of age, with the Trade Free Plan, they will get the following benefits:

  • ZERO brokerage on all intraday trades
  • ZERO brokerage for IPO and mutual funds
  • ₹20 per order for carry forward F&O trades

To start referring, first and foremost you need to visit the Refer & Earn section and accept the one-time disclaimer for the program, thereafter: Create your unique referral link and Share it with your friends on email, WhatsApp and prominent social platforms such as Facebook, twitter etc.

The rewards will be credited to your Referral Ledger in the form of Referral Points at various stages as follows:

  • The first reward of ₹300 on successful account opening will be credited on T+3 working days
  • The 10% brokerage share will be credited on 20th of the following month

The Referrer can redeem the rewards (Referral Points) by adjusting against equity.