Kotak Neo: Stock Trading, IPO 2.2.27

Smart Investing with the Kotak Neo Share Market App

Kotak Securities has launched Kotak Neo, an online trading and investing application that caters to a diverse range of financial products. With over 5 million users and three decades of established trust, Kotak Neo stands out as a reliable platform for individual investors.

Key Offerings:

• Stocks
• Mutual Funds
• Commodities
• Future & Option Trading (FnO)
• Margin Trading Facility (MTF)
• Initial Public Offerings (IPO)
• Exchange-Traded Funds (ETF)
• Bonds

Pricing Plans:

• Trade Free Youth Plan: ₹0 brokerage for stock investments; ₹10 for all FnO and intraday trades; ₹0 AMC; specifically for investors and traders under 30 years of age.
• Trade Free Plan: ₹10 for all FnO and intraday trades; targeted towards investors and traders above 30 years of age.
• Trade Free Pro: Access up to 4x leverage on 1000+ stocks with Margin Trading Facility (MTF) at an annual rate of 9.75%.

Features for Stocks:

• Simplified Order Form for easy placement and modification of orders.
• Pay Later option allowing customers to buy stocks and ETFs by paying only 20% upfront.
• Price alerts for informed trading decisions.
• Comprehensive Portfolio Analysis to track performance and risk.
• Seamless IPO applications via UPI.
• SIP options available in stocks and ETFs.

Futures and Options (FnO) Features:

• User-friendly TradingView charts to facilitate informed trading choices.
• The ability to place basket orders for multiple options contracts in one transaction.
• Payoff Analyzer for evaluating trading strategies effortlessly.
• Extensive option chain data including Greeks, PCR, and IVP.
• InstaTrade for quick order selections.
• A Kill Switch feature to prevent over-trading.
• Bracket Orders for enhanced risk management and profit protection.

Margin Trading Facility (MTF):

• Up to 4x leverage on over 1000 stocks at an annual interest rate of 9.75%, facilitating investment even with limited funds.
• No holding period requirements apply.

Mutual Fund Investment Options:

• SIP initiation starting at just ₹100, providing access to over 1000 mutual fund schemes.
• Curation of mutual funds aimed at maximizing returns on investments.
• Instant fund transfers available for mutual fund transactions.

The Process to Open a Demat Account:

1. Download the Kotak Neo App.
2. Complete digital KYC requirements for account setup.
3. E-sign the necessary documentation to finalize setup.

Kotak Neo offers:

• Live updates from the NSE & BSE, keeping users informed with real-time data.
• A variety of stock selections across different market capitalizations.
• Expert insights aimed at enhancing trading strategies.

Please refer to the disclaimer regarding investment risks and brokerage fees associated with trading activities. Ensure thorough understanding by reviewing all related documents carefully before investing.

Kotak Securities Limited | Registered Office: 27 BKC, C 27, G Block, Bandra Kurla Complex, Bandra (E), Mumbai 400051 | SEBI Registration Code: INZ000200137 | Member Code: NSE-08081 | BSE-0673 | MCX-56285 | NCDEX-1262.