How do I open an account online?
- Enter the OTP
- Verify your email ID
- Provide your PAN No. and Date of Birth
- Provide your Aadhar details:
If you click on Continue, you will be taken to Digilocker.
Enter Aadhar details in Digilocker portal. Enter the temporary OTP issued to the Aadhaar-registered mobile number.
Press the Continue button.
Provide required documents by clicking on Allow.
- Link your bank account via UPI or by entering details manually
- Add personal details like martial status, occupation, Annual Income and trading experience
- Select the segments you want to invest/trade in
- Add Nominee details
Add details of the Nominee and Guardian details incase the nominee is a minor (below 18 years age)
If you untick the checkbox of “use same address as mine”, then you need to manually enter the address.
- You will need to submit your
- Selfie
- Signature
- Go ahead and select plans
Click on Continue and you will be directed to payment page for the selected plan, if account opening fees are applicable for the plan
Note: If account is not opened due to some unforeseen reason, we will refund this fees as soon as we receive request from prospect
- Now you just need to Digitally E-Sign your form by clicking on Proceed to Aadhar E-Sign
i.e. You need to type in your Aadhar No. and authenticate via OTP in your application form and your KYC form digitally.
After this you can choose to proceed with Mpin, password and biometrics. Post that you will be able to explore the Kotak Neo App.
You will receive the confirmation on your registered Email id and mobile number, and you can start using our App.