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Kotak Securities
Kotak Securities

New-age online trading plans for all

Fees & Charges
Joining Fee FREE
Annual Fee FREE
Key Benefits
Shopping Fuel Rewards Cashback Travel
Official BankSathi Live API Framework
1
Mobile & PAN
2
OTP Verification
3
Profile Details
4
Lead Submission

Step 1: Check Eligibility & Begin

Enter your registered mobile number and PAN card details for instant verification.

+91
Must be 10 digits starting with 6, 7, 8, or 9
Standard PAN Format (e.g. ABCDE1234F)
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Data strictly encrypted
Product Details, Guidelines & Benefits

Official parameters, required documents, rules, and benefits retrieved from BankSathi API

Official API Information
Target Audience
  • ✔️ The customer’s age should be 18 or more and he should be interested in Trading & investment.
Documents Required
  • ✔️ Aadhaar Card
  • ✔️ PAN Card
  • ✔️ Bank account details
  • ✔️ Selfie as IPV proof
  • ✔️ Signature
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Lead tracking time
  • ✔️ Leads will be tracked within 4 working days of submission
  • ✔️ Receive your Payout every Friday for each successful lead converted till Sunday of every week.
How to get your commission
  • ✔️ Earnings can be transferred directly to your bank account.
Step by step process
  • ✔️ Suggest ‘Kotak Securities’ to everyone in your network (Friends/customers)
  • ✔️ Click on the “share to customer” option and share the link with interested customers
  • ✔️ As your customer click on the link and fill in the required details like name, mobile number, email ID, city pincode, and click on ‘Start Journey Now’
  • ✔️ Customers will be redirected to the official website of ‘Kotak Securities ’ to register and open an account.
  • ✔️ Enter the mobile number and their is select plan option choose "Trade Free Plan" after that click on Get OTP.
  • ✔️ Now enter the email ID and verify it with the OTP.
  • ✔️Enter PAN card number, Date Of Birth and click on ‘Next’
  • ✔️ Now submit personal details like Father’s name, Mother’s name, marital status, Occupation and annual income, etc. and click on ‘Next’
  • ✔️ Now submit bank account details and proceed for the next step.
  • ✔️ You can see your address details fetched by the system, confirm it and click on ‘Next
  • ✔️ In the next step you need to upload the documents like selfie, signature and click on ‘Next’
  • ✔️ On the next screen you can see plan details, select your preferred plan and start trading.
  • ✔️ On the next screen you need to choose option ‘e-sign and submit form’ after that you will be redirected to the NSDL window to complete the e-sign process.
  • ✔️ Enter the Aadhaar number and click on ‘Send OTP’ after that enter the OTP and verify it. Now you have completed the application process.
  • ✔️ After your application and documents are verified by the system, you will receive a Kotak Securities Demat account within 24 hours. Your login details will be sent to your registered email address
  • ✔️ Once the account is opened, customers need to complete their first trading.
Rules to Follow
  • ✔️ New Users Only: Offer applicable only for new Kotak Securities customers.
  • ✔️ Customer must open their Kotak Securities account using your assigned tracking link.
  • ✔️ Applicable Plans (Based on Age)
  • —Trade Free Youth Plan: For individuals below 30 years
  • —Trade Free Plan: For individuals 30 years & above
  • ✔️ Mandatory Documents
  • —Valid PAN Card
  • —Aadhaar Card linked with customer’s mobile number
  • ✔️ Advisors must not open multiple accounts from a single device or mobile.
  • ✔️ Customer must complete the entire application process on their own device.
  • ✔️ No Fraudulent Activities
  • Strictly avoid:
  • —Fake account openings
  • —Misleading communication
  • —Incentivized or paid leads
  • —Opening accounts on behalf of customers
  • ⚠️ Any fraudulent or non-compliant activity will lead to lead rejection and permanent deactivation of the partner’s account.