Eligibility – Kotak Mahindra Bank

Q: What is a 3-in-1 Trinity Account?

It is a combination of Savings + Demat + Trading Accounts all-in-one! SavingsAccount is offered by Kotak Mahindra Bank Ltd while Demat and Trading Accounts are managed by Kotak Securities Ltd.

Q: I already have a Kotak Savings Account, how do I convert it to 3-in-1 Trinity Account?

That’s great, you can click here:https://www.kotaksecurities.com/form/kmbl/general.html or just ask your RM to upgrade your Savings A/c to Trinity Account. Follow a few steps and you are ready!

Features of Kotak Trinity Account

When you upgrade to a 3-in-1 account, you get the combined benefits of a Savings Account with Kotak Mahindra Bank and a Demat and Trading Account with Kotak Securities.
This way, you can enjoy the tez advantage and save, trade and invest all with just one account!

Enjoy Tez fund transfer from Savings Account to Trading Account

Invest in bonds and stocks

Apply for IPOs via ASBA facility

₹0* account opening fees & flat ₹10 per order on Intraday and F&O Trades

One account, Tez solutions!

Save, Trade, and Invest with just one A/C. Get the Tez experience
Multiple pricing plans to chose from
- Trade Free Youth - Enjoy ₹0 account opening fees, ₹ 0 brokerage on stock delivery trades, ₹0 Annual Maintenance Charge & flat ₹10 on Intraday and F&O trades, if you’re below 30 years of age.
- Trade Fee Plan - Enjoy ₹0 account opening fees & flat ₹10 brokerage on Intraday and F&O trades, if you’re above 30 years of age.
ASBA Benefits
- Be Tez
- Bid via any Demat A/c
- No loss of interest on funds
- Instant bid revision/withdrawal
Get latest updates on the world of investments on Kotak Neo app

Disclaimer:

*T&C apply.

Kotak Mahindra Bank Ltd. offers a Savings Account, while Kotak Securities Ltd. offers a Demat and Trading Account. Investments are subject to market risks; read all scheme-related documents carefully.

Trade Free Youth Plan (For under 30 years of age): Get ₹0 brokerage on delivery trades, flat ₹10/order brokerage charge on intraday & F&O trades, ₹0 Annual Maintenance Charges & enjoy ₹0 account opening fee.

Trade Free Plan (For 30 years of age or above): Enjoy flat ₹10/order brokerage charge on delivery, intraday & F&O trades and ₹0 account opening fee if you are a new Kotak Securities Ltd. customer. If you are an existing customer switching to the Trade Free Plan, a one-time fee of ₹499 + GST will be applicable.

Kotak Securities Limited. Registered Office: 27 BKC, C 27, G Block, Bandra Kurla Complex, Bandra (E) Mumbai 400051. CIN: U99999MH1994PLC134051, Telephone No.: +22 43360000, Fax No.: +2267132430. Website: www.kotak.com/www.kotaksecurities.com. Correspondence Address: Infinity IT Park, Bldg. No 21, Opp. Film City Road, A K Vaidya Marg, Malad (East), Mumbai 400097. Telephone No: 42856825.

SEBI Registration No: INZ000200137 (Member of NSE, BSE, MSE, MCX & NCDEX). Member Id: NSE-08081; BSE-673; MSE-1024; MCX-56285; NCDEX-1262. AMFI ARN 0164, PMS INP000000258 and Research Analyst INH000000586. NSDL/CDSL: IN-DP-629-2021. Officer: Mr. Hiren Thakkar, Email id [email protected]. Phone No: 022-42858484. Dealing Office Address:- KOTAK SECURITIES LTD, 8th floor, Kotak Infinity Building No. 21,Infinity Park, General A.K. Vaidya Marg, Opp. Filmcity, Malad East, Mumbai, Maharashtra-400097, TEL: (91)22-4336 0000

Please read the SEBI prescribed Combined Risk Disclosure Document prior to investing. Brokerage will not exceed SEBI prescribed limit. Investments in securities market are subject to market risks, read all the related documents carefully before investing.

For compliance T&C and disclaimers, Visit www.kotaksecurities.com/disclaimer

One account, many solutions	Cost-friendly	ASBA benefits	Access to quality research
Save, trade & invest as per your preference. All under one roof.	₹0* account opening fees & flat ₹10 per order on Intraday and F&O Trades	Bid via any Demat A/c No loss of interest on funds Instant bid revision/withdrawal	Get the benefits of Kotak Securities research insights

Document Required
PAN Card
Savings Account details

Frequently Asked Questions

What is a 3-in-1 Trinity Account?

It is a combination of Savings + Demat + Trading Accounts all-in-one! Savings

Account is offered by Kotak Mahindra Bank Ltd while Demat and Trading Accounts are managed by Kotak Securities Ltd.

How can one open a Trinity Account?

One simply needs to upgrade their existing Savings Account to Trinity Account.

Click here to Upgrade to Trinity Account: https://www.kotaksecurities.com/form/kmbl/general.html
Don’t have a Savings Account? Click here: https://www.kotak.com/811-savingsaccount-ZeroBalanceAccount/811/ahome2.action

I already have a Kotak Savings Account, how do I convert it to 3-in-1 Trinity Account?

That’s great, you can click here:

https://www.kotaksecurities.com/form/kmbl/general.html or just ask your RM to upgrade your Savings A/c to Trinity Account. Follow a few steps and you are ready!

How long does it take to open a Trinity Account?

If you’re an existing Savings Account holder with your PAN card/ Address proof or Aadhar card verified, i.e your full KYC is done, you should be able to open an account in a few steps.

If you’re new to the Kotak group, you will have to complete the full KYC and then you can quickly open the account.

Are all Kotak Securities plans and offers applicable to Trinity Account holders?

Yes, you can check the latest plans/offers here: https://www.kotaksecurities.com/

What are the benefits/ features of a 3-in-1 Trinity Account?

Save, trade & invest with a single account

Seamless transfer funds from Savings A/c to Trading A/c
Apply for IPOs via the Kotak ASBA facility
₹0* account opening fees & flat ₹10 per order on Intraday and F&O Trades

I have a few doubts about the Trinity Account, whom do I contact?

For any queries regarding your Savings Account

o Call on 1860 266 2666 (local call charges apply)

o Privy League Members can call on 1800 266 6666

For any queries regarding Demat and Trading Account

o Call on 1800 209 9191

o Email at [email protected]

o Say Hi on our WhatsApp number 7738988888

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Be Tez. Be Smart.
Save, Trade & Invest via a 3-in-1 A/c!

Features of Kotak Trinity Account

One account, Tez solutions!

Eligibility Criteria

Ready to take the next step?

Frequently Asked Questions

What is a 3-in-1 Trinity Account?

How can one open a Trinity Account?

I already have a Kotak Savings Account, how do I convert it to 3-in-1 Trinity Account?

How long does it take to open a Trinity Account?

Are all Kotak Securities plans and offers applicable to Trinity Account holders?

What are the benefits/ features of a 3-in-1 Trinity Account?

I have a few doubts about the Trinity Account, whom do I contact?

Be Tez. Be Smart. Save, Trade & Invest via a 3-in-1 A/c!

Features of Kotak Trinity Account

One account, Tez solutions!

Eligibility Criteria

Ready to take the next step?

Frequently Asked Questions

What is a 3-in-1 Trinity Account?

How can one open a Trinity Account?

I already have a Kotak Savings Account, how do I convert it to 3-in-1 Trinity Account?

How long does it take to open a Trinity Account?

Are all Kotak Securities plans and offers applicable to Trinity Account holders?

What are the benefits/ features of a 3-in-1 Trinity Account?

I have a few doubts about the Trinity Account, whom do I contact?

Be Tez. Be Smart.
Save, Trade & Invest via a 3-in-1 A/c!