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उत्पाद विवरण
ब्रोकरेज और शुल्क

  • No fee is charged to users for investing in mutual funds. However, it is important to understand that Kotak Securities only offers 'regular mutual fund schemes' and not 'direct mutual fund schemes'. Regular mutual fund schemes charge a higher expense ratio - (expense ratio is a fee which is charged by all mutual funds schemes from mutual fund investors). Regular mutual fund schemes charge a higher expense ratio because they have built-in commissions for mutual fund distributors/platforms selling regular mutual fund schemes like Kotak Securities. 

खाता खोलने का शुल्क

Nil

पात्रता

Any Indian resident above 30 can apply.

वार्षिक शुल्क

INR 0

Kotak Securities
अभी अप्लाई करें

Kotak Securities Mutual Fund App Review

विशेष लक्षण

  • Potential Advisory Services: Kotak Securities might offer investment advisory services for a fee. This can be helpful for beginners who need assistance with choosing and managing their mutual fund portfolio.

विशेषताएँ
दोष

  • Limited Role: Kotak Securities acts as a distributor, not a fund manager. They don't manage the actual mutual funds, so the performance depends on the chosen AMC's expertise.

  • No Direct Plans:  Kotak Securities primarily offers regular plans, which typically have higher expense ratios compared to direct plans. Direct plans eliminate commissions paid to distributors, potentially leading to slightly better returns for you. 

पेशेवरों

  • Convenience and Platform Access: Kotak Securities offers a user-friendly platform to browse, invest, and track your mutual fund holdings. This eliminates the need to visit multiple AMC websites or physical branches.

  • Wide Fund Selection:  You get access to a variety of mutual fund schemes from different Asset Management Companies (AMCs). This allows you to diversify your portfolio across various asset classes and investment styles.

  • Investment Options: Kotak Securities facilitates both lump sum investments and Systematic Investment Plans (SIPs). SIPs are a convenient way to invest regularly with a fixed amount, promoting disciplined investing.

पक्ष - विपक्ष
आवेदन कैसे करें?

There are two main ways to open a demat account with Kotak Securities: online and through their mobile app.

Online:

  1. Visit the Kotak Securities website and click on "Open Demat Account".

  2. Fill out the application form and upload the required documents, which include:PAN Card
    Aadhaar Card (or any other identity proof)
    Proof of address (like utility bill or bank statement)
    Bank account details
    Income proof (optional)

  3. You can then complete e-KYC for verification and provide nominee details.

  4. After successful verification, you will receive a welcome email and login credentials from Kotak Securities.

Mobile App:

  1. Download the Kotak Securities app from the App Store or Play Store.

  2. Register with your mobile number and email ID.

  3. Upload your Aadhaar card and PAN card.

  4. Complete the e-KYC process and provide nominee details.

  5. Link your Kotak Mahindra bank account (if you have one) or enter your bank account details.

  6. Verify your selfie and signature.

  7. Choose your investment plan and make the payment.

  8. You will receive confirmation on your registered email and mobile number, and you can start using the app.

आवश्यक दस्तावेज़

Aadhaar and PAN for online account opening.

खाता खोलना और प्रक्रियाएं
आवश्यक दस्तावेज़

Aadhaar and PAN for online account opening.

आवेदन कैसे करें?

There are two main ways to open a demat account with Kotak Securities: online and through their mobile app.

Online:

  1. Visit the Kotak Securities website and click on "Open Demat Account".

  2. Fill out the application form and upload the required documents, which include:PAN Card
    Aadhaar Card (or any other identity proof)
    Proof of address (like utility bill or bank statement)
    Bank account details
    Income proof (optional)

  3. You can then complete e-KYC for verification and provide nominee details.

  4. After successful verification, you will receive a welcome email and login credentials from Kotak Securities.

Mobile App:

  1. Download the Kotak Securities app from the App Store or Play Store.

  2. Register with your mobile number and email ID.

  3. Upload your Aadhaar card and PAN card.

  4. Complete the e-KYC process and provide nominee details.

  5. Link your Kotak Mahindra bank account (if you have one) or enter your bank account details.

  6. Verify your selfie and signature.

  7. Choose your investment plan and make the payment.

  8. You will receive confirmation on your registered email and mobile number, and you can start using the app.

खाता खोलना और प्रक्रियाएं
Kotak Securities Mutual Fund App Review

Kotak Securities is a well-regarded platform for investing in mutual funds, offering a wide range of schemes, user-friendly tools, and potentially valuable research resources. However, it's important to note it only offers regular mutual fund schemes.

Abhijeet Saxena

Abhijeet Saxena

Abhijeet Saxena

Nalsar University of Law

Ex- Senior Associate, Shardul Amarchand Mangaldas, Delhi

Ex - Khaitan & Co. Bengaluru,

Ex - National Stock Exchange, Mumbai,

Ex - Argus Partners, Mumbai

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पक्ष - विपक्ष

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