Kotak Securities Ltd

Getting Started 17

• How do I migrate to Kotak Neo?
• How soon can I start trading on Neo mobile app once I have given the request?
• Can I continue to use Keat Pro and Kotak Stock Trading app along with the Kotak Neo mobile app?
• Is Trade Free Plan available for customers who switch to Neo?
• Are there any separate charges for using the Neo mobile app?

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Login 8

• How do I set up my Kotak Securities Neo account?
• How do I login to my account?
• I have not received the welcome email, how do I set up my account?
• I forgot my password
• I forgot my M-PIN

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Your Profile & Modification 26

• How do I change my password?
• How do I change my M-PIN?
• How can I remove the registered devices for my account?
• Can I switch between multiple accounts on the app?
• Where can I view my trading profile details?

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Addition of Segment 4

• Where can I view the active/inactive segments for my account?
• How do I activate a segment?
• How do I deactivate a segment?
• How do I activate Commodity Trading in the Kotak Neo app?

Account Locked 4

• Why is my account locked?
• Why did I receive an email for suspicious activity?
• How do I unlock my account?
• Why am I blocked from using the app on a rooted device?

Reports & Statements 9

• What is a capital gains report and where can I view it?
• What is a gain & loss statement and where can I view it?
• What is a DP transactions report and where can I view it?
• Where can I view my trading account statement (cash ledger)?
• What is a contract note?

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Deposit 28

• How do I transfer funds to my trading account?
• Can I make a payment through cash?
• Can I provide a cheque of someone else's account? (third party transfer)
• How can I make a fund transfer through IMPS/NEFT/RTGS?
• Can I transfer funds from bank accounts that are not linked to my Kotak Securities Neo account?

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Withdraw 12

• How do I withdraw money from my trading account?
• How do I modify a withdraw request?
• When will I get my withdrawn funds?
• What is withdrawable balance?
• When can I withdraw my funds if I sell my shares or close my positions today?

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Pledge 9

• How do I pledge my shares?
• Can I get margin against my shares?
• What is pledging of shares?
• How can I sell my pledged shares?
• How to mark any stock as a collateral?

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Margins 26

• How can I view my ledger?
• Where can I check my balance and ledger?
• What happens if I do not pay the balance margin before settlement?
• By when am I expected to clear the entire amount of the buy transaction?
• How do I know how much margin is available?

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Placing an order (Invest) 30

• What are the different products available for investing?
• How to place a buy order?
• How do I sell shares from my investments?
• How can I view the margin required for NRML and MTF?
• How do I cancel an order?

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Investment Product Type 0

Portfolio 17

• Where can I see the shares I have purchased?
• What is unrealized profit/loss and where can I see it?
• I have not received full credit against the sale value of my investments.
• Where can I see my past trades?
• I have purchased shares today however the same is not reflecting in my DP holdings

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Stock Lending & Borrowing Mechanism (SLBM) 3

• What do I receive for lending my shares?
• When will the stocks leave from the DP account in SLBM?
• What are the market timings SLBM?

Margin Trading Facility (MTF) 12

• How do I activate MTF?
• What is the liquidation policy for MTF?
• What are interest charges?
• How is the interest charge calculated?
• Where can I check if MTF is active/inactive?

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NRML 6

• What is NRML and how does it work?
• Where can I see the margin requirement for availing prime?
• Is NRML available for all segments?
• How to place a buy order with NRML?
• How to place a sell order with Prime?

See all 6 articles

smallcase 17

• What are smallcases?
• Who can avail smallcases?
• How can I avail of the smallcase?
• Why should I invest in smallcases?
• How are smallcases different?

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Placing an order (Intraday) 8

• What are the different products available for trading?
• How can I view the margin required for intraday products?
• What is a bracket order and how can I use it?
• How much margin/leverage does Kotak Securities provide?
• Why is the intraday margin increased for MIS and Cover order when the market is volatile?

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Stop loss orders 8

• How to place an NRML buy order?
• How to place an NRML sell order?
• How to cancel an NRML order?
• How to modify an NRML order?
• What is trigger price in a stop loss order?

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MIS 4

• How to place an MIS buy order?
• How to place an MIS sell order?
• How to cancel an MIS order?
• How to modify an MIS order?

Cover Order 9

• How to place a buy cover order?
• How to place a sell cover order?
• How to cancel a cover order?
• How to modify a cover order?
• How are Cover Orders (CO) affected by NSE’s self-trade prevention mechanism?

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Positions 28

• Where can I view my intraday orders?
• What are the auto square-off timings for open positions?
• I have not received my profit for the day
• How to square off an intraday order?
• How do I sort and filter on my positions?

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Futures & Options 39

• What are stock futures?
• What is an option contract?
• When will derivatives settlement take place?
• What is a call option?
• What is a lot size?

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Trade API 35

• What is Neo Trade API?
• Is NEO Trade API free of cost?
• What is the brokerage for using NEO Trade API?
• Will I get Free Intraday Trading via NEO Trade API?
• I don't have a Trading account. How do I get NEO Trade API?

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Bracket Order 13

• What is a Bracket Order?
• Is Bracket order available for all segments?
• How does Bracket Orders function?
• How can I place a Bracket order on Neo platforms?
• How can I manually square-off/exit a Bracket order position?

See all 13 articles

Trailing Stoploss 2

• What is a Trailing Stoploss?
• How can I set a Trailing Stoploss?

Watchlist 8

• How do I add shares to watchlist?
• How do I remove shares from watchlist?
• How can I sort and filter on watchlist?
• How do I add Futures and Options contracts to my watchlist?
• How do I add Nifty and Banknifty Options to my watchlist?

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Research 9

• What are Investment ideas?
• How do I read investment ideas?
• What are Your Shares and Market Shares in Investment Ideas?
• Where can I find recommendations for long term investment?
• Are investment ideas a paid service?

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News 2

• Why are some news tagged positive?
• Where does news come from?

Charts 1

• How do I view a technical chart?

Price Alerts 13

• What is Price Alerts?
• On what all parameters I can set an Alert?
• How to create alerts?
• How can I to view active or triggered alerts?
• Why am I not able to create alerts on BSE scrips and commodities?

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Initial Public Offering 0

MF 0

Demat 10

• What is a demat account?
• How can I transfer shares from any demat account to Kotak Securities Neo?
• Can I update a second holder in my demat account?
• What does delisting of a stock mean?
• How long does it take for share transfer from one trading account to another?

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Charges 14

• How will the brokerage be levied if I do a buy and sell transaction or both?
• What are the charges for opening an account?
• How much brokerage and interest does Kotak Securities charge?
• What are the applicable taxes and regulatory charges?
• What are charges for dematerialisation and rematerialisation?

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Account Related 36

• I'm moving abroad, can I continue to use my Kotak Securities Neo trading account?
• What is a trading account?
• What is power of attorney(POA)?
• Can an authorized person (non-account holder) request for dormant reactivation?
• What are the different brokerage plans available?

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BSDA 4

• What is the eligibility criteria for availing the BSDA facility?
• What are the DP charges for availing the BSDA facility ?
• Can BSDA facility be activated for non-individual accounts?
• What are the charges to opt for BSDA?

Corporate Actions 17

• What is a rights issue?
• What does ex-date and record date mean?
• How can I apply for rights issue?
• Where does the dividend amount get credited?
• What is a stock split?

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Miscellaneous 60

• What do you mean by suspension of trading in stock?
• What are Additional Surveillance Measures (ASM)?
• Why does the limit order not get executed at times even when the price is shown on the screen?
• What is Kotak Securities' policy on the physical settlement of equity derivatives on expiry?
• What’s expected when there is a short delivery of shares and the exchange finds no fresh sellers in the auction markets?

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Surveillance 19

• What is surveillance?
• What is the meaning of Additional Surveillance Measure (ASM)?
• What is the meaning of Graded Surveillance Measure (GSM)?
• What is the difference between Additional Surveillance Measure (ASM) and Graded Surveillance Measure (GSM)?
• Should you trade in a stock if it is under Additional Surveillance Measure (ASM) and Graded Surveillance Measure (GSM)?

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