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Investment Products
Explore a diverse range of investment products, from stocks and bonds to mutual funds and more
Stocks
When and why is a stock under surveillance for unsolicited video?
When and why is a stock under surveillance for Information List (Unsolicited SMS)?
Should you trade in a stock under surveillance for high promoter encumbrance or non-promoter encumbrance?
Why is a stock put under surveillance for non-promoter encumbrance?
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Mutual Funds
How to Switch/SWP? (Mutual Fund Scheme Switch / Set up a Systematic Withdrawal Plan)
Where can I check my Mutual Fund holdings? / Where can I check my MF holdings? / Where can I check my Mutual Fund Portfolio?
How to Invest in Mutual funds through Kotak Securities?/ What is the new flow for Investing in Mutual Funds?
How to STOP/Modify your Mutual Fund/MF SIP?
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Stock Baskets
Why are some basket orders partially traded while others are rejected?
How can I add a new Basket?
How can I rename a basket?
How can I edit basket i.e. reorder or delete orders in basket?
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Stock SIPs
How do I add all F&O scrips expiring on a certain date in a watchlist?
How can I view the details of executed SIP orders?
Where can I view the status of all my Auto-Invest Instructions?
In which exchanges can I place Auto-Invest Instructions?
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IPO
What does ASBA mean?
How can I apply for IPO if I don’t have UPI?
How can I apply for an SME IPO?
How can I apply for an IPO under the HNI category?
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Equity Traded Funds (ETFs)
Who is eligible for the complementary Gold ETF?
What are the benefits of ETFs over traditional mutual fund schemes?
How do I search for Bharat Bond ETF?
What are the factors to be taken into consideration before selecting any ETFs for investment?
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NCDs & Bonds
Do I need to keep funds in the trading account while placing orders for NCD and Bonds?
What are NCD bonds and how can I apply for them?
What are the types of NCDs and Bonds?
How to invest in NCD/ Tax Saving Bond/ Tax Free Bond from Secondary market? Or How to buy/ sell NCD/ Tax Saving Bond/ Tax Free Bond which are already listed?
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Sovereign Gold Bonds
How can I search for gold bonds on NEO?
Can I trade these bonds (SGB)?
Is tax deducted at source (TDS) applicable on the bond (SGB)?
What are the tax implications on interest and capital gain?
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Global Investing
How to place orders on the portal for Global Investing?
How can I get historical and current tax forms?
What happens if I place an order outside of market hours?
What are the trading hours for the U.S. stock exchanges?
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Corporate Actions
What is book closure date?
What is buy-back of shares and will I be eligible for it?
Will I qualify for the benefits of corporate actions in stocks that have been pledged with Kotak Neo?
Will I be eligible for the benefits of corporate actions if I have pledged my stocks?
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