Demat & trading account opening
Open your Kotak Securities account online in about 15 minutes. We stay on the call and guide you through e-KYC, so nothing gets stuck.
- PAN + Aadhaar e-KYC
- Digital signature
- Nominee setup
Authorised Partner – Kotak Securities
Start investing with a buddy who's always a call away.
Open your free Kotak Securities demat & trading account with Bells Buddy. Stocks, IPOs, MTF, F&O and more – with a real person to help you at every step.
- Personal support
- Hindi & English
- Kotak Securities platform
🏦 Your account is opened with Kotak Securities Ltd., a SEBI-registered stock broker.
- NSE
- BSE
- MCX
- NSDL
- CDSL
Our services
What can we help you with today?
Pick where you want to start. Your buddy sets it up with you and stays a call away afterwards.
Kotak Trinity 3-in-1
A Kotak Mahindra Bank savings account, demat and trading account – linked together.
See how it worksMargin Trading Facility
Buy approved stocks by paying part of the value upfront. We explain interest, pledge and risks first.
Ask about MTFIPO
Apply for new issues with UPI in a few taps. Your money is only blocked until allotment.
Help me applyStocks, F&O & Commodities
Trade stocks, futures & options, commodities, ETFs and bonds on NSE, BSE and MCX from one account.
Start trading
One account, many choices
Everything you invest in, in one place
Start with one and add the rest when you're ready. We'll help you activate each segment.
Stocks
Futures & Options
Commodities
ETFs
Bonds
IPOs
How it works
Three steps to your first investment
1
Share your details
Fill the form or call us. Your buddy calls you back to understand what you need.
2
Complete e-KYC
Verify with PAN and Aadhaar, add your bank account and sign digitally. We guide you on the call.
3
Start investing
Log in to the Kotak Neo app, add funds and place your first order – with us on hand.
- PAN card
- Aadhaar linked to your mobile
- Bank proof
- Signature
Kotak Trinity
One setup for banking, trading and investing
The Kotak Trinity 3-in-1 Account combines a Kotak Mahindra Bank savings account with a demat and trading account from Kotak Neo (Kotak Securities Limited) into a single linked setup.
All linked togetherSavings, trading and demat under one workflow.
Automatic transfersMoney moves between savings and trading when you trade.
IPOs with ASBAYour money stays in savings, earning interest until allotment.
Invest in everythingStocks, ETFs, bonds and IPOs.
Why Bells Buddy
A real buddy, not a call queue
You get the reliability of Kotak Securities for your account and trades – and our team for everything else.
Call or WhatsAppTalk to people who know your account.
Hindi & EnglishAsk anything in the language you like.
Step-by-step helpFrom your first order to reading a contract note.
Safe by designYour money and shares stay with Kotak Securities and the depositories.
From our blog
Learn the basics, the easy way
Short, simple guides to help you invest with confidence.
What is a demat account? A simple guide for beginners
What it holds, how it differs from a trading account, and what you need to open one.
Read articleHow to apply for an IPO using UPI, step by step
A simple walkthrough, plus what happens to your money after you apply.
Read articleMargin Trading Facility explained: benefits and risks
How MTF works with a simple example, and the risks to understand first.
Read article
Let's begin
Let's get you started
Share your name and number and your buddy will call you back to help with your account, IPOs, MTF or trading.
We never ask for OTPs, passwords or PINs.