How can I transfer funds to Kotak Securities Trading account?

You can make a fund transfer by using netbanking, UPI, Kotak's Direct Access or via IMPS/NEFT/RTGS. To transfer funds,

1. Go to the funds section from home screen and click on the deposit button

2. Enter the amount you would like to deposit

3. Select a payment method such as netbanking, UPI, Direct Access or IMPS/NEFT/RTGS

For UPI transfer,

1. Enter the UPI ID of your linked bank account

2. Validate the live payment request received from Kotak Securities in your UPI app

To add / deposit funds via Nest, you can follow the steps in the video:

You can transfer funds using Net Banking, UPI, or NEFT/IMPS/RTGS. If you have a 3-in-1 account with us, you can use Kotak's 3-in-1 (trinity) fund transfer services to transfer funds. To transfer funds, use the Kotak app or website:

1. Login to Kotak Securities app.

2. From the bottom menu, select Dashboard.

3. Scroll to the bottom and select Add/Withdraw Funds.

4. To transfer funds, choose a payment method from the options provided.

You can make a fund transfer by using Net banking, UPI, trinity (3-in-1) fund transfer service or via IMPS/NEFT/RTGS. To transfer funds,

1. Login to Kotak Securities Website https://www.kotaksecurities.com/

2. Go to Funds Section

3. Click of Fund Transfer

4. Enter the relevant details and click on confirm to transfer funds

Following channels can be used for Funds Transfer

• Trinity: Direct Funds Transfer applicable to 3-in-1 Account Holders or Trinity Account Holders
• NetBanking: Transfer of funds for non-trinity Users using NetBanking
• UPI: Transfer of funds for non-trinity Users using UPI
• NEFT/ RTGS/IMPS: Transfer of funds applicable for Trinity & Non-Trinity Users using NEFT/RTGS/IMPS
• Cheque: Transfer of funds applicable for Trinity & Non-Trinity Users using a Cheque