Follow the below process to update your financial details,
1. Click on this link to go to the Kotak Securities website.
Enter your respective user ID and password for www.kotaksecurities.com and 'Do not enter the Access Code'
Note - The login ID and password for the Neo mobile app and Kotak Securities website - www.kotaksecurities.com are not the same.
2. Once you are logged in, go to My Account>Financial Details
- Choose your client type (individual/non-individual)
- The financial year appears by default. Proceed to tap on "Click here"
3. You will see the below page (for individual client) where you can fill in your financial details.
4. Scroll down to Declaration and check the same as seen below.
Also choose and upload a document from the available options as a proof in support (we have chosen salary slip as an example).
5. Once done, click on Submit. Your details will be updated within 24-48 hours.