Forms
Don’t worry! All you have to do is quickly download a form as per your requirement, fill in the required details, and submit it to our registered office.
Account Closing form- Resident
For updating Signature in Demat/ Trading account (Individual)
Addition of Beneficiary Demat account(s) for executing OffMarket Transfer-NSDL
For addition of beneficiary demat account(s) for the purpose of executing off market transfer-NSDL
Addition of Beneficiary Demat account(s) for executing OffMarket Transfer-CDSL
For addition of beneficiary demat account(s) for the purpose of executing off market transfer-CDSL
Undertaking cum Indemnity Form
Transmission Form
KRA Modification format – Individual
Individual Clients: For updating or changing your contact details like contact number, address email id etc. For updating KYC for Mutual funds, the same form is applicable.
KRA Modification format – Non-Individual
Non -Individual Clients (HUF, Partnership, LLP, Corporate bodies, Trust, etc.) : For updating or changing your contact details like contact number, address email id etc. For updating KYC for Mutual funds, the same form is applicable.
Equity/Currency/Commodities Derivative Activation
For activating all derivative segments- Equity, F&O, CDS and Commodities segments, send this form along with one financial proof (last 6 months bank statement, salary slip, Form 16 etc.) to service.securities@kotak.com or Whatsapp on +91-7738988888 from registered email/mobile number. Additional proof/forms required for special cases. For e.g. Non-Individuals need to submit Board Resolution/Declaration