Where should I keep my funds for smallcase investment?
- If you are a Trinity customer i.e. you have an account with Kotak Bank, Kotak Neo demat and trading account, the Auto-Debit facility will ensure funds are debited from your linked bank account automatically.
- If you are a Non-Trinity customer, you must maintain sufficient funds in your Trading Account for the SIP to be processed successfully.
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Still have questions?
When I exit my smallcase, does it just sell my existing investments, or does it also cancel my ongoing SIP?
Can we check the status of the SIP on the day of SIP execution?
What happens if I sell my smallcase holdings from my portfolio under the Investment tab?
Can I modify a smallcase that is already created?
Open Demat Account