Kotak Trinity 3-in-1 account: how it works
Switching between your bank app and trading app to move money around gets tiring. The Kotak Trinity 3-in-1 Account solves that by linking everything together.
🏦 What it includes
The Trinity account combines a Kotak Mahindra Bank savings account with a demat and trading account from Kotak Neo (Kotak Securities Limited) in one linked setup.
✨ Key features
- 🔗 Integrated setup: savings, trading and demat under one workflow.
- 🔄 Automatic fund transfers: money moves between your savings and trading account during transactions, without manual transfers.
- 🎉 ASBA support: apply for IPOs while your money stays in your savings account, earning interest until allotment.
- 🧺 Asset access: trade and invest in stocks, ETFs, bonds and IPOs.
🙋 Who is it for?
It suits anyone who wants banking and investing in one place – especially if you already bank with Kotak or want fewer steps every time you invest.
💡 You can read full details on Kotak's website, or ask us to help you open one.
This article is for general education only and is not investment advice. Investments in the securities market are subject to market risks; read all related documents carefully before investing.