I'm moving abroad, can I continue to use my Kotak Securities Neo trading account?

If you are moving aboard you can move your existing Kotak Neo trading account to Kotak Securities account by following the below steps:

2-in-1 (Trading + Demat)

(For clients who already have PINS and Savings account with Kotak Mahindra Bank).

We have now made the NRI account opening process smooth and hassle-free. All you need to do is follow the simple steps below:

• Fill up the editable 2-in-1 account opening form here

• Share the scanned copy of KYC documents and account opening form to ks.nrikyc@kotak.com.

List of KYC Documents:

• Photograph & passport: For identification of client.

• PAN card: For the proof of the name of the client/birthdate /father’s name/signature etc.

• Bank proof (PINS letter from Kotak Mahindra Bank)

• Any one of the below documents:

1. For identity address both permanent & correspondence proof
2. Aadhar card
3. Passport
4. Voter ID
5. Driving License
6. NREGA Card
7. National Pension Registration letter

3-in-1 (Trading + DP + CASA/PINS)

For opening a 3-in-1 account, follow the process below:

• Fill up the editable 3-in-1 account opening form here.

• Share the scanned copy of KYC documents and account opening form to ks.nrikyc@kotak.com.

List of Documents:

• Photograph & passport: For identification of client.

• PAN card: For the proof of the name of the client/birthdate /father’s name/signature etc.

• Any one of the below documents:

1. For identity address both permanent & correspondence proof
2. Aadhar card
3. Passport
4. Voter ID
5. Driving License
6. NREGA Card
7. National Pension Registration letter

Important points to note:

1. All KYC documents should be signed by you and attested by any one of the authorities viz: public notaries, court magistrate, judge, Indian embassy, any scheduled commercial bank which has operations in India (For example; HSBC, CITI, Standard Chartered Bank)

2. To open Savings/PINS and Demat/Trading account, we will require two sets of documents.

3. To open the NRE & NRO account, we will need two copies of the POA.

Once you email the scanned copy of KYC documents and account opening form to ks.nrikyc@kotak.com, our Relationship Manager (RM) will share a confirmation of all documents being in order. Post the confirmation, kindly print and sign the account opening form at all the specified places.

Then, our RM will get the documents picked up.

We will keep you informed about the status of your account opening.

*The above process does not apply to US/Canada clients.