Eligibility – Kotak Mahindra Bank

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

It is a combination of Savings, Demat, and Trading Accounts! Savings Account is offered by Kotak Mahindra Bank Ltd while Demat and Trading Accounts are managed by Kotak Neo, the new brand identity of Kotak Securities Limited.

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

3 accounts integrated to a seamless investment experience Use a 3-in-1 account to Save, Trade, and Invest, which are integrated to offer you a seamless investment experience Enjoy one click transfer of funds Transfer funds from Savings A/c to Trading with just one click. Enjoy seamless transfer of funds. ASBA support to IPOs Apply to IPOs using the linked bank account and any eligible demat account while retaining interest on funds until actual allotment. Access to research insights Benefit from Kotak Neo’s research calls, market views, and stock reports to support more informed trading and investment decisions.

Stay Tez. Go 3-in-1.

Features of Kotak Trinity Account

Upgrade to a 3-in-1 account and enjoy the combined benefits of a Savings Account with Kotak Mahindra Bank and a Demat and Trading Account with Kotak Neo.
This way, you can enjoy the Tez advantage and Save, Trade, & Invest seamlessly!

1) Transfer funds from your Savings A/c to your Trading A/c effortlessly.

2) Trading plans that suit your needs, be it a beginner or a frequent trader offered by Kotak Neo.

3) ASBA Benefits

- Bid via any Demat A/c

- No loss of interest on funds

- Instant bid revision/withdrawal

4) Access to latest updates on the world of investments by Kotak Neo through the App.

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

Disclaimer:

*T&C apply.

Kotak Mahindra Bank Ltd. (Kotak Bank) offers a Savings Account, while Kotak Neo the new brand identity of Kotak Securities Limited offers a Demat & Trading Account. Pricing and Demat A/c features mentioned here are solely offered by Kotak Neo. There is a referral arrangement between Kotak Bank and Kotak Neo pursuant to which Kotak Bank refers its customers, who have evinced interest to Kotak Neo. Investments in securities market are subject to market risks, read all the related documents carefully before investing. Brokerage will not exceed SEBI prescribed limit. The account would be opened after all the procedures relating to IPV and client due diligence are completed.

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.kotakneo.com/3-in-1-account/. 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. Film city, 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.kotakneo.com/disclaimer

3 Solutions, seamlessly integrated.	Cost-friendly	ASBA Benefits	Access to quality research
Save, Trade, & Invest via a single 3-in-1 A/c.	Different Saving Account variants to choose from to suit your needs ₹0* account opening fees for the trading account & flat ₹10 per order on Intraday & F&O Trades.	· Bid via any Demat A/c · No loss of interest on funds · Instant bid revision/withdrawal	Get the benefits of Kotak Neo research insights and explore Neo App features

3 Solutions, seamlessly integrated.

Cost-friendly

ASBA Benefits

Access to quality research

Save, Trade, & Invest via a single 3-in-1 A/c.

Different Saving Account variants to choose from to suit your needs

₹0* account opening fees for the trading account & flat ₹10 per order on Intraday & F&O Trades.

· Bid via any Demat A/c

· No loss of interest on funds

· Instant bid revision/withdrawal

Get the benefits of Kotak Neo research insights and explore Neo App features

Document Required for the demat and trading account:
PAN Card
Savings Account details

Frequently Asked Questions

What is a 3-in-1 Trinity Account?

It is a combination of Savings, Demat, and Trading Accounts! Savings Account is offered by Kotak Mahindra Bank Ltd while Demat and Trading Accounts are managed by Kotak Neo, the new brand identity of Kotak Securities Limited.

How can one open a 3-in-1 Trinity Account?

One can simply upgrade their existing Savings Account to a 3-in-1 Account.

Click here to Upgrade to 3-in-1 Account.
Don’t have a Savings Account? Click here.

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 or contact your RM or Branch in India to upgrade your Savings A/c to 3-in-1 Account. Follow a few steps and you are ready!

How long does it take to open a 3-in-1 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.

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

Yes, you can check the latest plans/offers from Kotak Neo here.

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

3 accounts integrated to a seamless investment experience

Use a 3-in-1 account to Save, Trade, and Invest, which are integrated to offer you a seamless investment experience

Enjoy one click transfer of funds

Transfer funds from Savings A/c to Trading with just one click. Enjoy seamless transfer of funds.

ASBA support to IPOs

Apply to IPOs using the linked bank account and any eligible demat account while retaining interest on funds until actual allotment.

Access to research insights

Benefit from Kotak Neo’s research calls, market views, and stock reports to support more informed trading and investment decisions.

I have a few doubts about the 3-in-1 Trinity Account, whom do I contact?

For any queries regarding your Savings Account, call on 1800 4100 (toll-free). For queries regarding demat and trading accounts you can contact 18002099191

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