To activate a segment in your Kotak Neo mobile app, click here
Alternatively you can follow the steps given below to activate your account:
You will get a mail confirmation and SMS once your segment is activated.
You can also check segment status under “Account details” in Profile section.
Accepted Document types for income proof:
Bank statement for the last 6 months with closing balance of ₹10,000. The statement must be in the name of the Kotak Securities account holder. (Example: For the month of October 2023, the customer can submit bank statement from 1st April 2023 to 30th September 2023)
The latest salary slip with gross monthly income exceeding ₹10,000 (Example: For the month of October 2023, customer can submit salary slip of September 2023)
Certificate of net worth more than ₹10,00,000
Latest ITR (Income Tax Return) acknowledgement (Example: For the month of October 2023, customer can submit ITR acknowledgement of FY22-23)
Form 16 with gross annual income exceeding ₹1,20,000 (Example: For the month of October 2023, customer can submit Form16 of FY22-23)
Statement of demat holdings with current holdings value exceeding ₹10,000
Document formats supported: PDF, JPEG, JPG, PNG
Max size: 5 MB
Note:
Click here to activate from the mobile app.
To activate a segment on the Website, click here
Alternatively you can follow the steps given below to activate your account:
You will get a mail confirmation and SMS once your segment is activated.
You can also check segment status under “Account details” in Profile section.
Accepted Document types for income proof:
Bank statement for the last 6 months with at least one credit transaction/deposit of ₹10,000. The statement must be in the name of the Kotak Securities account holder. (Example: For the month of October 2023, the customer can submit bank statement from 1st April 2023 to 30th September 2023)
The latest salary slip with gross monthly income exceeding ₹10,000 (Example: For the month of October 2023, customer can submit salary slip of September 2023)
Certificate of net worth more than ₹10,00,000
Latest ITR (Income Tax Return) acknowledgement (Example: For the month of October 2023, customer can submit ITR acknowledgement of FY22-23)
Form 16 with gross annual income exceeding ₹1,20,000 (Example: For the month of October 2023, customer can submit Form16 of FY22-23)
Statement of demat holdings with current holdings value exceeding ₹10,000
Document formats supported: PDF, JPEG, JPG, PNG
Max size: 5 MB
Note:
Click here to activate from the website.