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Investment Products

Explore a diverse range of investment products, from stocks and bonds to mutual funds and more

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?

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?

Can I place a basket order in the Neo mobile app?How to place a smallcase order?Are there any lock-in periods for smallcases?Will the stocks purchased through smallcase reflect in my Portfolio?

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?

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?

Who is eligible for the complementary Gold ETF? What does delisting of a stock mean? What are the benefits of ETFs over traditional mutual fund schemes?How do I search for Bharat Bond ETF?

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 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?

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?

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?