How to Open Demat Account in Kotak Securities  –  Trade FREE Plan?

Steps-by-Step Guide on How to Open Demat Account in Kotak Securities: Kotak securities is one of the reputable full-service brokers in India that offers discount brokerage along with premium full broker offerings in its Trade FREE Plan. In this article, we’ll discuss how to open demat account in Kotak Securities Trade FREE Plan within 5 minutes and you can start trading within 60 minutes.

To get started, here is Quick Link to Open FREE Demat Account in Kotak Securities.


Table of Contents

  1. Kotak Securities  –  Trade FREE Plan Overview

  2. Documents Required to open a Demat account in Kotak Securities

  3. Account opening charges at Kotak Securities Trade FREE Plan

  4. How to open your Demat account in Kotak Securities Online?

  5. Short Answer to Open Your Kotak Securities Account

  6. Detailed Steps to Open Demat Account in Kotak Securities

  7. Step 0: Sign Up Using the link

  8. Step 1: Proof of Identity

  9. Step 2: Personal Info

  10. Step 3: Bank Proof

  11. Step 4: Proof of Address

  12. Step 5: Upload Documents

  13. Step 6: Review Application

  14. Step 7: Esign on NSDL

  15. Step 8: Congratulations!

  16. Closing Thoughts

Kotak Securities  –  Trade FREE Plan Overview

Kotak Securities was traditionally a full-service broker with premium offerings, but high brokerage charges. However, after the entrance of the discount brokers in the Indian stock broking industry, they started getting a lot of competition from the new disruptors like Zerodha and Upstox. Discount brokers started offering cheaper brokerage charges with technically advanced technology platforms which attracted a lot of customers.

To fight back with the disrupting discount brokerage, Kotak securities launched its TRADE FREE PLAN in November 2020. Here are key facts about Kotak Securities Trade FREE Plan:

  1. It offers ZERO Brokerage on Intraday Trades

  2. For all other F&O trades, the brokerage is charged at Rs.20 per order

  3. MIS & Super Multiple (Cover Order) at also charged at just Rs.20 per order

  4. Trade FREE Plan offers Margin Trading Facility

  5. Investors can also use Stocks as Margin (Instead of Cash Margin) in this plan

  6. Finally, Customer Satisfaction Guarantee is offered by Kotak Securities Trade FREE Plan

Quick Note: Under the Customer Satisfaction Guarantee,  if the customer is not satisfied with the services, they can ask for a refund of fees and brokerage within one month of account opening.

Another exclusive feature of this new Kotak Securities TRADE FREE Plan is that here customers can open their broking account in just 5 minutes and start trading the same day.

Quick Note: You can read the complete Kotak Securities Trade FREE Plan Review here.

Documents Required to open a Demat account in Kotak Securities

Here are the documents required to open a demat and trading account at Kotak Securities. No hard copy will be required. Simply, keep the soft copies of all these documents ready before you apply for opening the accounts as you’ve to enter the details during the account opening process:

  1. PAN CARD Number

  2. Aadhar Card (with linked mobile number)

  3. Bank Account Number

  4. Your Signature on a piece of paper (Photo or Scan copy)

Account opening charges at Kotak Securities Trade FREE Plan

Currently, the account Opening Charges to open demat and trading account in Kotak Securities Trade FREE Plan is waived. In other words, you can open a FREE Demat and Trading account with them.

How to open your Demat account in Kotak Securities Online?

Short Answer to Open Your Kotak Securities Account

First of all, let me give a short answer on How to Open Demat Account in Kotak Securities  –  Trade FREE Plan?

To get started, here is the direct link to the account opening page at Kotak Securities.

On this page, the first step is to signup using your full name, mobile number, city details. Then, verify the OTP. Next, you’ll be required to enter your PAN Card, bank account, Aadhar-OTP verification, and personal details to complete with the signup.


Kotak Securities Demat Account Opening Page

All the instructions are clearly mentioned in the each-step of the account opening page. If you are good at following instructions efficiently, then you do not need to read this entire post. Just go to the account opening page, follow the instructions, upload the documents and your account will be opened.

You can also watch the 5 minute video of how to Open FREE Demat Account in Kotak Securities –


Detailed Steps to Open Demat Account in Kotak Securities

Here are the exact (Step-by-Step) explanation to open demat account in Kotak Securities:

Step 0: Sign Up Using the link

To get started, here is the direct link to the account opening page at Kotak Securities.

Here, enter your full name, phone number, city and click on Sign Up.


Kotak Securities Demat Account Opening Page

Then, you’ll receive an OTP on your registered phone number and email id. Enter and verify OPT of both phone and email.

Step 3 Kotak Securities Account Opening Process

Step 1: Proof of Identity

Here, you’ve to enter your PAN CARD number and date of birth to confirm the proof of your identity.


Kotak Securities Demat Account Opening Proof of Identify Page

Step 2: Personal Info

In this step, you have to enter your key details like Father’s Name, Mother’s Name, Marital Status (Single/Married), Annual Earnings, and Trading Experience (Number of Years). After entering all these details, click “Next” to move forward with the account opening process.


Kotak Securities Demat Account Opening Personal Info Page

Step 3: Bank Proof

Here, you’ve to enter the bank details with which you want to link your trading account. You’ve to mention the Account Number and IFSC Code. All the other details will be auto-fetched and your account will be verified. Once, you’ve bank is verified, move to the next step.


Kotak Securities Demat Account Opening Proof of Bank Page

Step 4: Proof of Address

Here, your Address will be verified using your Aadhar card. You have to proceed with your Digilocker account for it. If you don’t have a mobile number linked to Aadhar, either you can link it following the instructions given or request physical assistance for account opening.


Kotak Securities Demat Account Opening Proof of Address Page

You will need to provide & verify your Aadhar number on Digilocker dashboard.


Kotak Securities Demat Account Opening Digilocker Page

Step 5: Upload Documents

Here you have to upload your asked documents. Take the selfie using your webcam/camera and upload it. For signature either you can sign on screen or do it on a piece of paper & upload the scan copy. Your PAN card will be auto-fetched from Digilocker.

Kotak Securities Demat Account Opening Upload Documents Page

Step 6: Review Application

Finally, you’ve to review your application and click on ‘eSign and Submit Form”


Kotak Securities Demat Account Opening Review Application Page

Step 7: Esign on NSDL

Once you click on ‘eSign and Submit Form” in the last step, it will redirect you to the NSDL Electronic Signature Service page. Here, you’ve to enter your Aadhar Number first. You’ll receive an OTP on your Aadhar registered phone number.

Enter the OTP and verify to complete the eSign.

Step 12 Kotak Securities Account Opening Process

Step 8: Congratulations!

Congratulations, you’ve completed the Kotak Securities account opening process. All the account opening steps are complete by now.


Kotak Securities Demat Account Opening Congratualtions Page

Next, you’ve to wait for Form verification and approval from the Kotak securities team. Generally, it will be done within an hour during working hours. Once your account is verified, you’ll receive emails regarding “Account is approved” and your login credentials to start trading.

Step 14 Kotak Securities Account Opening Process

In general, you can actually complete all these account opening processes within 5 minutes and start trading/investing the same day.

Closing Thoughts

Till now, we only discussed How to Open Demat Account in Kotak Securities - Trade FREE Plan. Anyways, once your account is verified and active, you can start investing or trading in stocks using Kotak Securities trading platforms. Here’s a link to their trading platform. Simply login using the credentials that you’ve received on your email and start trading/investing.

Step 15 Kotak Securities Account Opening Process

That’s all for this article on How to open Demat account in Kotak Securities. If you’ve got any doubts or queries, feel free to comment below. I’ll be happy to help. Have a great day and Happy Investing.

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