What is Kotak Neo?

As we grew, there was a pressing need to build a trading platform from scratch. And that’s what we did. Using the latest back-end technologies and a state-of-the-art UI/UX, we built Kotak Neo.

Apart from a simple and clean UI, what this platform promises is stability and seamless trading.

How can I switch to Kotak Neo?

Just click on link below to place your request

Your trading profile will be migrated to Kotak Neo in 48 hours

You will receive confirmation, once migration is completed

Just download Kotak Neo App

Set up your account in a jiffy and start trading

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Just click on link below to place your request

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Your trading profile will be migrated to Kotak Neo in 48 hours

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You will receive confirmation, once migration is completed

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Just download Kotak Neo App

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Set up your account in a jiffy and start trading

Switch to Kotak Neo

Please read below FAQs. If you require dealer support, please do not proceed.

We built Neo from scratch and thus it’s a completely different system.

Once you move to Kotak Neo app and web, you will not be able to use the current Kotak Stock Trader app or website.

Real-time rate refresh

Quick order
placement journey

Investment ideas and
trading calls

Advanced chart by TradingView

Access to multiple screeners help you build your analysis

Margin trade facility to add flexibility to your trading volumes

Access to Nest trading
terminal

Switch to Kotak Neo

Please read below FAQs. If you require dealer support, please do not proceed.

Customers like you, love Kotak Neo

“I have stopped using Kite after I started using Kotak Neo”

Sandeep Parandekar

“Buying and selling on Kotak Neo is very easy, Research call option is good, Position section is very clear”

Vatsal Rupareliya

I like the fact that the app has Market Movers section , filters in watchlist. The research and calls available within the app”

Rohith S

“I can place my orders quickly and navigate through the platform swiftly on Kotak Neo. If I need any help, I have trading calls and investment ideas from experts to help me.”

Pooja Pundir

“I was searching for a trading and investing platform that could be fast and easy to use. With Kotak Neo, I have found the perfect platform to suit my trading and investing needs.”

Rohit Gupta

"I have been using Kotak Neo for past 2 months, and recommend new-age traders and investors to do the same. UI/UX of the platform is amazing, and the speed is top-notch.”

Samiksha Aggarwal

"Kotak Neo is one-stop destination for all my trading and investing needs. It is very fast and serves my needs to perfection. UI/UX is simply amazing.”

Prasanna Panchal

Connect with the Kotak Neo team

We have been working on building Kotak Neo for the past 2 years. However, if we are honest, we only did engineering. Kotak Neo was truly built by clients like you who continuously worked with us in Beta and CUG phases to build journeys, find bugs, suggest or rather demand features.

And maybe that’s the reason today we are one of the best rated trading apps on PlayStore.

We wish to continue this tradition even now and therefore we invite each of you to try Kotak Neo and share your feedback either on app or directly to the team on our call center no - 1800 209 9191

Frequently asked questions

Why should I switch to Neo?

Kotak Neo is a faster mobile and web trading platform with new age architecture and Omneysys (Now Refinitiv) trading engine which is very stable. Switching to Kotak Neo is Purely “voluntary” for the client. Client can choose to remain on either kotak Stock trader or Kotak Neo app

Will I be able to use the Kotak Stock Trading platform after I move to Kotak Neo?

Kotak Neo has a different trading ecosystem than that of Kotak Stock Trading platform. So, once you make the switch, you will only be able to place and execute all fresh trades via the Kotak Neo app. However, you can still to log on to the Kotak Stock Trading app OR www.kotaksecurities.com (no need for access code) to use the old account for any non-trading activities.”

Will my brokerage plan change?

No, your brokerage plan will remain the same.

What are some features which are missing in Kotak Neo but available in Kotak Stock Trader app?

Except for GTT, Bracket order and trailing SL, all features are available on the Kotak Neo app.

What happens to my existing open positions and margins?

You have nothing to worry about. All existing open positions and margins as well as the portfolio and ledger details will be reflected in your Kotak Neo account once the migration process is completed.

Does the user ID and password remain the same after I switch to Kotak Neo?

To log in to your Kotak Neo account, you will need to use your registered mobile number/PAN as a user ID. Plus, you will need to set up a password and 6-digit M-PIN for easy access. If you wish, you can choose to keep the same password that you used for the Kotak Stock Trading platform. However, kindly note that the password is not auto synced.

Do I continue to have a dealer support after moving to Neo?

If you have a dedicated dealer support, then it would not continue when you switch to Neo. However, you will have a centralized and quick dealer support. To get the centralized dealer support after moving to Neo, you can call us on 1800 209 9191 from your registered mobile number. Press 2 and then press 4 for call & trade.

Do I get access to Nest after migrating to Kotak Neo

You do not get access by default after migrating to Kotak Neo, you will have to place a request for access after conversion

I am using trade API with Kotak Stock Trader, will my trade API continue after moving to Kotak Neo

Kotak Neo platform has a different set of trade API, after moving to Kotak Neo, you will have to complete the setup for Neo trade API again

Is the Neo app free?

Yes, downloading and using Neo app is free.
Note: Your brokerage plan will remain the same.

Do I need to open a separate trading and demat account to move to Kotak Neo?

Your trading and demat accounts remain the same. We only need your consent to migrate to Kotak Neo.

Is Kotak Neo a new offering from Kotak Securities?

Yes, Kotak Neo is a contemporary and future-ready trading app from Kotak Securities.

How can I remigrate to Kotak Stock Trader app if I don’t like Kotak Neo?

In case you don’t like Kotak Neo & want to switch back, you can place your request by clicking here, on the Chabot or place your request via WhatsApp by clicking here Please note you should not have any open MTF position while placing a request to remigrate to Kotak Stock Trader app

Switch to Kotak Neo

If you require dealer support, please do not proceed.