Login to the Neo App / Web, and the remainder of the process is the same; however, one must navigate to the Mutual Fund Platform via the Neo App, and then follow the same approach as mentioned before.
The steps are mentioned below -
Login to Mutual Fund using NEO App
Enter registered Phone number, password
Search for the scheme you want to invest in and click on it to open scheme details
On scheme details page, click on Invest Now
Select One-time investment and enter investment amount
Accept T&C and click on Proceed
On bank details page, click on Pay Now
You will be taken to your Bank’s e-banking page. Enter your bank details and complete the payment
Your order will be placed successfully post successful authentication.
Login to Mutual Fund using NEO website https://ntrade.kotaksecurities.com/
Enter registered Phone number, password
Enter OTP sent to registered number
After logging in, click on Invest
Under Other Investments, select Mutual Funds
Search for the scheme you want to invest in and click on it to open scheme details
On scheme details page, click on Invest Now
Select One-time investment and enter investment amount
Accept T&C and click on Proceed
On bank details page, click on Pay Now
You will be taken to your Bank’s e-banking page.
Enter your bank details and complete the payment
Your order will be placed successfully post successful authentication.
Login into Mutual Funds using Kotak Stock Trading app
Enter User ID and password
Accept T&C and click on Proceed
On bank details page, click on Pay Now
12 You will be taken to your Bank’s e-banking page. Enter your bank details and complete the payment
Due to regulatory changes, the following new flow will take effect on April 1, 2022. Check out the digital investment flow by clicking the link below.
Flow for fresh Mutual Funf Investments
Login to Mutual Funds using Kotak Securities website: https://www.kotaksecurities.com/
Enter User ID and password
Enter access code to login
After logging in, click on More
Scroll down to view Core Investments
Select Mutual fund
Search for the scheme you want to invest in and click on it to open scheme details
On scheme details page, click on Invest Now
Select One-time investment and enter investment amount
Accept T&C and click on Proceed
On bank details page, click on Pay Now
You will be taken to your Bank’s e-banking page. Enter your bank details and complete the payment
Your order will be placed successfully post successful authentication.