To activate a segment in your Kotak Neo:

For mobile app: Click here 

For website Click here  
  


Alternatively you can follow the steps given below to activate your account: 


Login to your account via the website or mobile app

 

  1. Click on “Profile” section
  2. Click on “Account details”
  3. Click on “Segments”
  4. Click on the Segment you wish to activate
  5. Select the document type* you want to upload
  6. Click on “Upload” and select the file you wish to upload
  7. Add password to document if any
  8. Click on “Confirm”
  9. Your segment will be activated within 1-2 working days.

 

You will get a mail confirmation and SMS once your segment is activated. 

 

You can also check segment status under “Account details” in Profile section.



*Accepted Document types for income proof:

1. Bank statement for the last 6 months with at least one credit transaction/deposit of ₹10,000. The statement must be in the name of the Kotak Securities account holder. (Example: For the month of October 2023, the customer can submit bank statement from 1st April 2023 to 30th September 2023)

2. The latest salary slip with gross monthly income exceeding ₹10,000 (Example: For the month of October 2023, customer can submit salary slip of September 2023)

3. Certificate of net worth more than ₹10,00,000

4. Latest ITR (Income Tax Return) acknowledgement (Example: For the month of October 2023, customer can submit ITR acknowledgement of FY22-23)

5. Form 16 with gross annual income exceeding ₹1,20,000 (Example: For the month of October 2023, customer can submit Form16 of FY22-23)

6. Statement of demat holdings with current holdings value exceeding ₹10,000


Document formats supported: PDF, JPEG, JPG, PNG

Max size: 5 MB

 


Note:

  • In case your portfolio holding is more than ₹10000, you will not be asked to upload any document
  • Encrypted files are restricted from upload
  • Post account opening, you cannot activate your segment till your account is active
  • Online segment activation is allowed to only Individual Indian residents
  • Non Individual/NRI customers can fill offline forms and submit to nearest branch
  • Dormant/Inactive clients need to activate their account before submitting a segment activation request
  • Customers who had their segments active before dormancy/inactivity need not activate their segments again. Just reactivate your account.
  • Trades can only be placed once your segment is active


To activate a segment in your Kotak Neo:

For mobile app: Click here 

For website Click here