Required Documents

Q: What is a 3-in-1 Trinity Account?

It is a combination of Savings + Demat + Trading Accounts all-in-one! SavingsAccount is offered by Kotak Mahindra Bank Ltd while Demat and Trading Accounts are managed by Kotak Securities Ltd.

Q: I already have a Kotak Savings Account, how do I convert it to 3-in-1 Trinity Account?

That’s great, you can click here:https://www.kotaksecurities.com/form/kmbl/general.html or just ask your RM to upgrade your Savings A/c to Trinity Account. Follow a few steps and you are ready!

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One account, many solutions	Cost-friendly	ASBA benefits	Access to quality research
Save, trade & invest as per your preference. All under one roof.	Multiple plans available with zero brokerage facility	Bid via any Demat A/c No loss of interest on funds Instant bid revision/withdrawal	Get the benefits of Kotak Securities research insights

Document Required
PAN Card
Savings Account details

Frequently Asked Questions

What is a 3-in-1 Trinity Account?

It is a combination of Savings + Demat + Trading Accounts all-in-one! Savings

Account is offered by Kotak Mahindra Bank Ltd while Demat and Trading Accounts are managed by Kotak Securities Ltd.

How can one open a Trinity Account?

One simply needs to upgrade their existing Savings Account to Trinity Account.

Click here to Upgrade to Trinity Account: https://www.kotaksecurities.com/form/kmbl/general.html
Don’t have a Savings Account? Click here: https://www.kotak.com/811-savingsaccount-ZeroBalanceAccount/811/ahome2.action

I already have a Kotak Savings Account, how do I convert it to 3-in-1 Trinity Account?

That’s great, you can click here:

https://www.kotaksecurities.com/form/kmbl/general.html or just ask your RM to upgrade your Savings A/c to Trinity Account. Follow a few steps and you are ready!

How long does it take to open a Trinity Account?

If you’re an existing Savings Account holder with your PAN card/ Address proof or Aadhar card verified, i.e your full KYC is done, you should be able to open an account in a few steps.

If you’re new to the Kotak group, you will have to complete the full KYC and then you can quickly open the account.

Are all Kotak Securities plans and offers applicable to Trinity Account holders?

Yes, you can check the latest plans/offers here: https://www.kotaksecurities.com/

What are the benefits/ features of a 3-in-1 Trinity Account?

Save, trade & invest with a single account

Seamless transfer funds from Savings A/c to Trading A/c
Apply for IPOs via the Kotak ASBA facility
Zero brokerage plans

I have a few doubts about the Trinity Account, whom do I contact?

For any queries regarding your Savings Account

o Call on 1860 266 2666 (local call charges apply)

o Privy League Members can call on 1800 266 6666

For any queries regarding Demat and Trading Account

o Call on 1800 209 9191

o Email at [email protected]

o Say Hi on our WhatsApp number 7738988888

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Diversify your portfolio by switching to a 3-in-1 A/c

Features of Kotak Trinity Account