Kotak Securities Login – Access Your Trading & Investment Account

Kotak Securities, a subsidiary of Kotak Mahindra Bank, is one of India’s leading full-service brokers. It offers a robust platform to invest and trade in equities, derivatives, currencies, commodities, IPOs, bonds, ETFs, and mutual funds.

The Kotak Securities Login is your secure entry point to explore the stock markets, track your portfolio, and manage investments anytime, anywhere.

How to Log in to Kotak Securities

Logging into your Kotak Securities account is simple and quick.

Step

Action

1

Visit kotaksecurities.com or open the Kotak Securities mobile app.

2

Click on Login from the homepage.

3

Enter your Client ID/Registered Mobile Number/User ID.

4

Enter your password/MPIN.

5

Verify with OTP / 2FA PIN to access your dashboard.

Always log in through the official Kotak Securities website or app for safe trading.


Kotak Securities Login Platforms

Platform

Access Method

Availability

Kotak Securities Web

kotaksecurities.com

Desktop & Laptop

Kotak Neo App

Available on Google Play Store & Apple App Store

Android & iOS

Kotak Securities KEAT Pro X

Installable desktop trading software

Windows

Kotak Securities Xtralite

Lightweight mobile web-based platform

Any smartphone browser

Back-office Reports

Integrated with login

Portfolio, P&L, tax reports


Login to Web Platform by Kotak Securities

The Kotak Securities web platform is accessed at www.kotaksecurities.com. Log in securely using your client ID or mobile number and password, followed by OTP authentication. It offers equity, derivatives, mutual funds, and IPO investments, along with advanced research and portfolio tracking tools for a comprehensive trading experience.

Login Web Platform (kotaksecurities.com)

  1. Navigate to the official Kotak Securities website: https://www.kotaksecurities.com

  2. Click on "Login" at the top right corner.

  3. Select your login type (e.g., Trading Account).

  4. Enter your User ID (Client ID) or Registered Mobile Number.

  5. Enter your Password.

  6. Enter your Date of Birth (DD/MM/YYYY) as your second factor of authentication.

  7. Click on "Sign In".

For security, always verify you are on the genuine Kotak Securities domain (kotaksecurities.com).

Login Kotak Securities Mobile App

The Kotak Securities mobile app, Kotak NEO, enables secure login via client ID/mobile number and password, followed by OTP verification. It offers seamless access to equities, derivatives, mutual funds, and IPOs, with advanced charting and real-time portfolio tracking for on-the-go trading.

Login on Mobile (Kotak NEO App)

The Kotak Neo app offers a comprehensive trading experience.

  1. Open the "Kotak NEO" app on your phone.

  2. Enter your User ID (Client ID).

  3. Enter your Password.

  4. Complete the login by entering your Date of Birth.

Login Back Office Console by Kotak Securities.

Access your Kotak Securities Back Office at kotaksecurities.com. Log in using your client ID/mobile number and password, followed by OTP verification. This console provides detailed portfolio analytics, tax documents (P&L, capital gains), transaction history, and holdings reports for comprehensive investment tracking and account management.

Login Method:

  1. Navigate to the official URL: https://www.kotaksecurities.com.

  2. Click on 'Login' and enter your Client ID or Registered Mobile Number.

  3. Enter your password.

  4. Complete the authentication by entering the OTP sent to your registered mobile number.

Once logged in, you can access your portfolio holdings, transaction history, tax documents (P&L, capital gains), contract notes, and download account statements.

Security Features of Kotak Securities Login

Security Layer

Details

2FA Authentication

Extra security with OTP or security PIN.

Encrypted Login Sessions

Protects against data breaches and fraud.

Biometric Login

Fingerprint/Face ID access on mobile.

Auto-Logout

Session expires automatically after inactivity.


Trouble Logging In?

Use the self-help options on the login page for quick resolutions:

Why Choose Kotak Securities?

Need Assistance?
Kotak Securities customer support is available to help you.



Frequently Asked Questions (FAQs)

1. Can I use the same login credentials on web and mobile?

Yes, your login works seamlessly across all Kotak platforms.

2. How do I reset my forgotten password?

Click on "Forgot Password" on the login page. Enter your User ID, PAN, and Date of Birth. You will be able to set a new password after verification. An OTP may be sent for additional validation.

3. How do I update my phone number?

For security reasons, updating your registered mobile number requires you to contact Kotak Securities customer care or visit a branch. You will need to provide identity proof for verification.

4. Why do I need to enter my Date of Birth every time I log in?

Your Date of Birth is a mandatory static second factor (two-factor authentication) that adds a strong layer of security, ensuring that even if someone knows your password, they cannot access your account.

5. How do I enable the Quick PIN on the mobile app?

After logging into the app with your password and DOB, navigate to:
Menu → My Profile → App Settings → Security Settings → Set Quick PIN.

6. Is trading with Kotak Securities safe?

Yes. Kotak Securities is a registered broker with SEBI. They use advanced encryption and security protocols. Client securities are held in a depository (NSDL/CDSL) in your name, not with the broker.




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