Open Demat Account

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Ex: How do I open my account?

Investment Products

Explore a diverse range of investment products, from stocks and bonds to mutual funds and more

Stocks

How to update the purchase price for off-market holdings What happens when you sell your Holdings?When and why is a stock under surveillance for unsolicited video?When and why is a stock under surveillance for Information List (Unsolicited SMS)?

Mutual Funds

Where can I check my Mutual Fund holdings? / Where can I check my MF holdings? / Where can I check my Mutual Fund Portfolio?How much time will it take for my MF order to reflect in Portfolio?Why isn’t the NAV date updated in my Mutual Fund portfolio?How do I transfer Mutual Funds from one broker to another?

Stock Baskets

Can we check the status of the SIP on the day of SIP execution?When I exit my smallcase, does it just sell my existing investments, or does it also cancel my ongoing SIP?Where should I keep my funds for smallcase investment?What happens if I sell my smallcase holdings from my portfolio under the Investment tab?

Stock SIPs

What Kotak offers in systematic equity plan?How do I add all F&O scrips expiring on a certain date in a watchlist? How can I view the details of executed SIP orders?Where can I view the status of all my Auto-Invest Instructions?

IPO

I’ve cancelled my IPO application. When will the changes reflect?I’ve approved the UPI mandate. Why is my IPO application status not updated yet?What if IPO wasn’t allocated to me? When will my money be unblocked?How can I check my IPO allotment date and status?

Equity Traded Funds (ETFs)

What are the benefits of ETFs over traditional mutual fund schemes?How do I search for Bharat Bond ETF?What are Exchange Traded Funds (ETFs)?What are the factors to be taken into consideration before selecting any ETFs for investment?

NCDs & Bonds

Do I need to keep funds in the trading account while placing orders for NCD and Bonds?What are NCD bonds and how can I apply for them?Where can I check my holdings of my bonds?What are the types of NCDs and Bonds?

Sovereign Gold Bonds

How to transfer SGB from NSDL to NSDL and NSDL to CDSL If I want to invest in SGB, where should I keep my funds?Can I convert my SGB investment into physical gold?How can I search for gold bonds on NEO?

Global Investing

How to place orders on the portal for Global Investing?How can I get historical and current tax forms?What happens if I place an order outside of market hours?What are the trading hours for the U.S. stock exchanges?

Corporate Actions

What is an Offer for Sale (OFS)?What is book closure date? What is buy-back of shares and will I be eligible for it?Why should I buy SGB rather than physical gold? What are the benefits over holding physical gold?