Articles in “How-To” category
836 articles.
2026 (836)
- Can you buy options using collateral margin on Zerodha?
How to buy options against collateral margin from pledged holdings on Zerodha: the daily charge on the collateral used, the positive-cash requirement, and the …
- How to add Zerodha as a beneficiary in HDFC netbanking
How to add Zerodha as a payee in HDFC Bank netbanking using the Add a Merchant eCMS Payee option, so IMPS, NEFT, and RTGS transfers reach the Zerodha pool …
- How to authorise a pledge request on CDSL for Zerodha
Step-by-step guide to placing a pledge request on Zerodha Console and authorising it on the CDSL page with TPIN and OTP before the day's cut-off, plus how long …
- How to change the registered email and mobile number on Zerodha
How to update the email ID and mobile number registered on your Zerodha account through the Kite app, with the OTP and in-person verification steps, the Aadhaar …
- How to Check How Many Demat Accounts You Hold (CDSL and NSDL)
A step-by-step guide to finding out how many demat accounts, and which ones, are held against your PAN across CDSL and NSDL, using the Consolidated Account …
- How to pledge Sovereign Gold Bonds (SGBs) on Zerodha for margin
Step-by-step guide to pledging Sovereign Gold Bonds held in demat for collateral margin on Zerodha, covering eligibility, the Console request and CDSL …
- How to schedule an eMandate transfer on Zerodha
How to schedule an eMandate for automatic fund transfers on Zerodha, including timing for a Kite stock SIP and direct debit for a Coin mutual fund SIP.
- How to sell pledged shares on Zerodha without unpledging
Step-by-step guide to selling pledged shares directly on Zerodha through a normal CNC order without placing a separate unpledge request, including eligibility, …
- How to update or correct your buy average on Zerodha Console
Step-by-step guide to updating or correcting the buy average of a holding on Zerodha Console by adding a missing trade, including the ISIN and date rules and …
- How to withdraw funds from a Zerodha Orbis account
How a withdrawal works for a Zerodha account mapped to the Orbis custodian: it cannot be placed on Console, it uses a form, the money reaches the primary bank, …
- How to withdraw to a secondary bank account on Zerodha
How to choose which linked bank account receives a Zerodha withdrawal, and how to withdraw to a secondary bank once it is verified, with the eligibility rule …
- Split shares not showing in Zerodha holdings: why, and how to fix it
Why split or bonus shares may not appear in your Zerodha holdings yet, the automatic adjustment window, and how to raise a Console support ticket if they stay …
- Why can't I pledge some holdings on Zerodha? Reasons and fixes
A diagnostic guide to why a holding will not pledge on Zerodha or a pledge request fails: the security is not on the approved list, unsettled T+1 holdings, …
- Why you cannot add or edit a bank account on Zerodha, and how to fix it
The common reasons a bank account add or edit fails on Zerodha, from a mistyped IFSC and an unrecognised branch to a name mismatch, an overdraft account, an …
- Zerodha eMandate troubleshooting
Fix a Zerodha eMandate that failed, is pending over 5 days, debited money before the scheduled day, or will not open the bank pop-up on iOS Safari.
- Park idle cash in LIQUIDCASE ETF on Zerodha
How to park idle trading cash in the LIQUIDCASE liquid ETF on Zerodha: buy on Kite, earn the overnight rate, pledge for margin, and sell when cash is needed, …
- SGB certificate of holding
What the SGB certificate of holding is, when it is issued, and how a Zerodha demat holder obtains it as the CDSL Statement of Holdings via Console or CDSL Easi.
- How to change your primary bank account on Zerodha
Step-by-step guide to changing the primary bank account linked to your Zerodha trading account via Console, using the Aadhaar e-sign flow, the Rs 25 plus GST …
- How to add funds to Zerodha: accepted and not-accepted methods
How to add money to a Zerodha account: UPI, netbanking, IMPS, NEFT, RTGS and cheque are accepted; cash, demand drafts, wallets and direct UPI-app pushes are …
- How to change a secondary bank account on Zerodha
Guide to changing or updating a linked secondary bank account on Zerodha, covering the process in Console, the test-transfer verification, the no-charge rule, …
- How to convert a secondary bank account to primary on Zerodha
Step-by-step guide to convert a linked secondary bank account into your primary account on Zerodha, covering the Aadhaar e-sign flow, the Rs 25 plus GST charge, …
- Why a Zerodha withdrawal is rejected and how to fix it
Why a Zerodha withdrawal request is rejected, what unsettled funds, same-day deposits, payment gateway delays and a negative balance mean, how you find out, and …
- How to add funds to Zerodha via UPI
Step-by-step guide to depositing funds into your Zerodha trading account using UPI through Kite web or the Kite mobile app, including limits, timings, and …
- How to get an instant payout from Zerodha
How Zerodha's instant payout works: withdraw Rs 100 to Rs 2,00,000 to your linked bank account immediately, once a day between 9 AM and 4 PM, free of charge, …
- Alert-Triggered Order (ATO) on Kite
An Alert-Triggered Order on Kite attaches a basket of up to 20 orders to a price alert, placing them automatically when the alert fires. Setup, limits, and the …
- Fix GTT stoploss invalid for index options on Kite
The GTT stoploss is invalid prompt on index options is a Zerodha nudge, not a hard error. You can still place the buy, then set a single-leg GTT stop …
- How place a GTT on the Kite mobile app
Step-by-step guide to placing a Good Till Triggered (GTT) order on the Zerodha Kite mobile app, covering the in-app flow, single versus OCO, and where GTT lives …
- How to apply for a REIT IPO on Zerodha
Apply for a REIT public issue on Zerodha Kite: where it appears, the NII categorisation, the one-unit trading lot, UPI ASBA, and the SEBI REIT framework.
- How to apply for an InvIT IPO on Zerodha
Apply for an InvIT public issue on Zerodha Kite: where it appears, the NII categorisation, the one-unit trading lot, UPI ASBA, and the SEBI InvIT framework.
- How to apply for an IPO from a minor's account on Zerodha
Apply for an IPO from a minor's Zerodha demat: the guardian-operated account, the minor's own PAN, the one-application-per-PAN rule, and the bank ASBA route.
- How to apply for an IPO in the HNI category on Zerodha
How to apply above Rs 2 lakh in the HNI/NII category on Zerodha Kite: the UPI ASBA Rs 5 lakh cap, the bank ASBA route above it, manual price, and funding.
- How to apply for an IPO without UPI on Zerodha Kite
Without UPI, or above the Rs 5 lakh UPI limit, you apply for an IPO through bank ASBA: net banking at your bank, quoting demat depository CDSL and DP name …
- How to cancel orders quickly on Kite
How to cancel open and pending orders quickly on Kite, single and quick cancel, the Orders tab, the O keyboard shortcut on web, and cancelling AMOs.
- How to convert an NRML position to MIS on Kite
Step-by-step guide to converting an overnight NRML position to intraday MIS on Zerodha Kite, with the auto-square-off consequence, the exceptions, and how it …
- How to create a BHIM UPI ID for an IPO application
Create a BHIM UPI ID linked to the bank account that holds your IPO funds, on a handle the Zerodha Kite IPO window accepts. Step-by-step, with the rejection …
- How to create a stock SIP on Kite
Step-by-step guide to creating a stock SIP on Kite from a basket: build the basket, name the SIP, set the schedule date and time, fund the account, and confirm.
- How to delete or cancel a GTT on Kite
Delete an active GTT from the GTT tab in Kite, in single or in bulk. A partially triggered GTT cannot be deleted there; cancel its resting order from the orders …
- How to diagnose why a GTT did not trigger on Kite
A GTT fires on the last traded price during market hours only. Check the LTP against your trigger, missed ticks, and whether the GTT was disabled or expired.
- How to find your GTT orders on Kite (web and app)
Open the GTT tab under Orders on Kite web and the Kite app to see active, triggered, and cancelled GTTs. The triggered order itself moves to the order book.
- How to fix a basket that partially executed on Kite
A Kite basket is not atomic, so some legs fill while others reject for margin, price band, or liquidity. Identify the failed legs, fix the cause, and re-place …
- How to fix a Kite alert that did not trigger
Diagnose why a Kite alert did not fire: it evaluates on LTP only, a missed tick, the NSE versus BSE LTP mismatch, a disabled or expired alert, and what to check …
- How to fix a market order that executed as a limit on Kite
A market order that appears to execute as a limit on Kite is market price protection capping it to a protected limit within a percentage of the LTP. Re-place to …
- How to fix a sell GTT being rejected on Zerodha
A sell GTT is rejected at trigger when the holding is not free in demat, the quantity has changed, or the CDSL debit is not authorised. Here is how to fix each …
- How to fix a theoretical-price rejection on Zerodha
Fix the 'place your order around the theoretical price' rejection on illiquid F&O options by using a limit order near fair value within the LPP band, instead of …
- How to fix alerts that got disabled on Kite
Kite auto-disables an alert after a corporate-action price gap over 2 per cent, a derivative expiry, the 365-day validity, or hitting the alert limit. How to …
- How to fix an intraday position not auto-squared-off
If your intraday MIS or CO position is not auto-squared-off at the Zerodha cut-off, it converts to delivery or NRML overnight. Why it happens and what to do.
- How to fix an order stuck in pending or open on Kite
An order stuck in pending or open on Kite is usually waiting for the exchange, an after-market queue, or a limit price not yet hit. Diagnose the status, then …
- How to fix NSDL shares not visible on Kite
Shares in an NSDL or other demat are not visible on Kite because Zerodha uses a CDSL demat. The fix is to transfer them into the Zerodha CDSL account.
- How to fix the 'there may be a discrepancy with this stock' message on Kite
The 'there may be a discrepancy with this stock' alert on Kite means the buy average is missing. Update it yourself in Console for off-market transfers, or …
- How to fix the error when deleting a Zerodha schedule or mandate
Fix the 'Error deleting schedule' or delete-mandate error on Zerodha: the pending instalment dependency, unlinking SIPs first, and the Coin and Console flow.
- How to fix the family account invite error on Zerodha
Fix the Zerodha family portfolio invite error on Console and Kite: the invite-doesn't-exist and invalid-user causes, the correct Kite user ID, the 2-hour link, …
- How to import a file to create a basket of trades on Kite
Kite web lets you import a basket file to build a basket of trades in one step instead of adding instruments one by one. Each row carries the fields a Kite leg …
- How to modify a GTT on Kite
Step-by-step guide to modifying an active Good Till Triggered (GTT) order on Zerodha Kite: change the trigger, quantity or limit price, and re-confirm the …
- How to modify a stock SIP on Kite
How to modify or cancel a stock SIP on Kite: edit the basket, amount, or frequency, pause the SIP so it stops until you resume, and delete it. Kite web and app …
- How to modify an HNI IPO application on Zerodha
How to revise an HNI/NII IPO application on Zerodha: SEBI allows only an upward revision, never a reduction or cancellation, the fresh mandate re-approval, and …
- How to modify or delete a price alert on Kite
Edit the condition or price of a Kite alert, disable it, or delete it on Kite web and the app from the Alerts section, including bulk removal and the alert …
- How to place a buy GTT OCO order on Zerodha
Step-by-step guide to setting a GTT OCO (One Cancels the Other) order on Zerodha Kite, where two triggers sit on one position and the first to fire cancels the …
- How to place an order without adding to a marketwatch on Kite
You can place a buy or sell order on Kite without adding the instrument to a marketwatch: from universal search, holdings, positions, the option chain, or the …
- How to place IPO bids on Zerodha Kite
Place an IPO bid on Zerodha Kite by entering quantity in lot multiples and a price within the band or cut-off. You can add up to three bids in one application; …
- How to pre-apply for an IPO on Zerodha Kite
Pre-apply on Kite lets you place an IPO bid from one day before the issue opens until 10 AM on the open date. Zerodha forwards it to the exchange automatically …
- How to read funds deducted when exiting a profitable short option
When you buy back a profitable short option, Kite debits the buyback premium and releases the margin, while the original sell premium was credited earlier. …
- How to renounce a rights entitlement on Zerodha
Step-by-step guide to renouncing rights entitlements on Zerodha: sell REs on Kite during the trading window, off-market transfer via DIS, apply through the RTA, …
- How to sell a call option on Zerodha Kite
Step-by-step on writing a call option on Zerodha Kite: the NRML order, SPAN plus exposure margin blocked, premium credited, unlimited-loss risk, and physical …
- How to sell a put option on Zerodha Kite
Step-by-step on writing a put option on Zerodha Kite: the NRML order, SPAN plus exposure margin blocked, premium credited, the obligation to buy if assigned, …
- How to set a target and stop-loss together for a futures position on Zerodha
After Zerodha discontinued bracket orders, set a target and stop-loss together on an open futures position using a GTT one-cancels-other (OCO) order, or two …
- How to set IPO reminders on Zerodha Kite
Set an IPO reminder on Zerodha by clicking the bell icon on the issue at zerodha.com/ipo. You get a Kite app notification and an email on the open date and the …
- How to use quick baskets on Kite web
Quick baskets on Kite web let you build and place a multi-instrument order from any page. They live in local memory and are not saved across logins or devices.
- The quick order window on Kite
The quick order window on Kite is a stripped-down order ticket showing only Qty and Price, with an amount toggle and a pencil icon for limit price, for faster …
- Why HNI IPO applications fail, and how to fix each cause
Why an HNI/NII IPO application fails: the UPI ASBA Rs 5 lakh value cap, mandate limit, insufficient funds, a bank not supporting high-value mandates, and the …
- Why the GTT trigger email price differs from the execution price
The GTT trigger email shows the trigger price, but a GTT places a limit order, so it fills at your limit price or worse, and a gap move can leave it unfilled.
- How to add a holder to an existing Zerodha account
You cannot add a holder to an existing single Zerodha demat account; the holder pattern is fixed at opening. The route is a new joint account plus a transfer.
- How to add an employer's email to a Zerodha account
Add an employer's email to a Zerodha account by raising a ticket with a request letter on the employer's letterhead, with the authorised seal and signature. …
- How to attach files larger than 5 MB to a Zerodha ticket
Files over 5 MB will not attach to a Zerodha ticket. Upload to Google Drive, set Anyone with the link, copy the link and paste it into the ticket. Compress or …
- How to attach files to a Zerodha ticket
Attach files to a Zerodha ticket: tap Choose file when creating it, or use My tickets or an email reply to add up to 6 files, each under 5 MB, when responding.
- How to avoid entering CDSL TPIN and OTP every time you sell on Zerodha
Activate DDPI to stop entering a CDSL TPIN and OTP on every sell at Zerodha. The eDIS authorisation runs per sell; DDPI authorises the debit automatically once.
- How to avoid IPO application rejection on Kite
Stop IPO application rejections on Zerodha Kite: fix PAN mismatch, duplicate PAN, unapproved mandate, third-party UPI, insufficient balance, and a frozen demat.
- How to change residential status on a Zerodha account: resident to NRI
Changing residential status on Zerodha means closing the resident account and opening a fresh NRI account on an NRO basis: the documents, FEMA bank …
- How to change the mobile or email before opening a Zerodha account
How to correct the mobile number or email ID while a Zerodha application is still in progress: raise a support ticket with the new and current contact details, …
- How to change the name on a Zerodha account
Change your Zerodha account name by first updating it with the Income Tax Department, then re-KYC online or couriering documents. Charge Rs 25 plus GST.
- How to change your Zerodha user ID
No. The Zerodha user ID is registered on the exchange to track every transaction, so it is permanent and cannot be changed or customised. You can recover it, …
- How to check whether POA or DDPI is active on Zerodha
Check whether a POA or DDPI is active on your Zerodha account from the Kite profile and the holdings authorisation behaviour. Where the indicator sits and what …
- How to check your KYC status for a Zerodha account
Check your KYC status for a Zerodha account by PAN on the KRA portals (CVL, NDML, CAMS, KFin, DotEx) and learn what validated, registered, on hold and rejected …
- How to claim a refund of an account opening fee at Zerodha
Resident-individual opening is free, so most clients paid nothing. This guide covers when an opening fee is refundable, how to raise the ticket, and the cases …
- How to close a Zerodha demat account and keep trading
Zerodha does not let you close the demat alone while keeping the trading account, because settlement needs it. The real route to cut demat cost is BSDA. Here is …
- How to contact a Zerodha representative to open an account
How to reach a Zerodha representative to open an account: the new-account desk numbers, the support ticket, the branch and partner network, and what a …
- How to create a support ticket at Zerodha
Create a Zerodha support ticket on support.zerodha.com: open the matching help article, tap Create ticket, log in, describe the issue, attach up to 6 files.
- How to create a Zerodha ticket without logging in
Yes. On support.zerodha.com, open the matching article, tap Create ticket, select No at the login prompt, enter an email, attach files, submit, and verify with …
- How to disable TOTP on Zerodha Kite
Disable external TOTP on Kite under My profile, Password & security, Disable external TOTP, then enter your password. You cannot remove 2FA fully; it reverts to …
- How to empanel Zerodha as a broker for a company or institution
The empanelment route for a company, NBFC or treasury to approve Zerodha Broking as a panel broker: the broker-side due-diligence pack, board resolution, …
- How to enable biometric login on Kite (Touch ID, Face ID, fingerprint)
Enable biometric login on Kite by setting a fingerprint or Face ID in your phone settings, then tapping Enable now at Kite login. The OS holds the biometric; …
- How to enable device lock on the Kite app
Enable device lock on the Kite app by setting an OS screen lock (PIN, pattern, or biometric) and tapping Enable now at login. It is the mandatory 2FA, not a …
- How to file an investor grievance against Zerodha
File a grievance against Zerodha along the SEBI ladder: a support ticket, the Compliance Officer, the exchange, SEBI SCORES with its 21-day timeline, then SMART …
- How to find your Zerodha account details
Find your Zerodha client ID, demat BO ID, DP ID, demat ID, bank account and active segments in Console at console.zerodha.com/account and Account, Demat.
- How to fix a DigiLocker or Aadhaar OTP failure during Zerodha onboarding
Why the DigiLocker or Aadhaar OTP fails during Zerodha account opening: a mobile not seeded with Aadhaar at UIDAI, UIDAI or DigiLocker downtime, a ported number …
- How to fix a PAN barred from opening a Zerodha account
A PAN barred from opening a Zerodha account has four causes: inoperative PAN, a KRA-flagged PAN, a PAN already mapped to an account, or a SEBI debarment.
- How to fix a Zerodha account on hold for signature mismatch
A Zerodha application on hold for signature mismatch clears via a self-declaration for minor differences or couriered forms for major ones, within 3 to 15 days.
- How to fix a Zerodha account pending activation at the exchanges
Pending for activation at the exchanges means the NSE, BSE, or MCX is still registering your UCC. It takes 1 to 3 working days; escalate after that.
- How to fix an IPO refund not received on Zerodha
ASBA funds still blocked after IPO non-allotment on Zerodha: the bank-side unblock timeline, why it stalls, and how to escalate to the SCSB, registrar and SEBI.
- How to fix Kite logging out when switching apps
Kite logs out when you switch to copy a TOTP because the OS power saver kills it in the background. Turn off Low Power Mode, set Kite to Not optimised, or use …
- How to fix no login credentials from Zerodha after account opening
No Zerodha welcome or login email after 48 working hours points to an incomplete application or rejected documents. Check spam and your email, then ticket.
- How to fix not receiving emails from Zerodha
Check spam and other folders, whitelist Zerodha's authorised domains, clear a full inbox, and update a wrong or office email; office domains often block Zerodha …
- How to fix the Invalid TOTP error on Zerodha Kite
The Invalid TOTP error on Kite is a device clock drift. Set your authenticator phone to automatic or network-provided time, enter a fresh 30-second code, and …
- How to fix the IP address outside India error at Zerodha
Zerodha halts a resident account opening when it reads your IP as outside India: a VPN, a foreign network, or genuine NRI status. Here is the fix per cause.
- How to freeze and unfreeze your Zerodha demat account
Freeze your own Zerodha CDSL demat account or specific ISINs against debit, credit, or both using the freeze/unfreeze request form, then lift the freeze the …
- How to get support for a Zerodha Orbis account
Orbis is the third-party custodian Zerodha maps to an NRI NRO account for F&O. Raise Orbis CP-code issues through the NRI support desk, not the main ticket …
- How to log in to Zerodha Console
Log in to Console at console.zerodha.com with Login with Kite, using your Kite user ID, password, and app code. Console shares one credential set with Kite.
- How to log in to Zerodha when your mobile is lost
Lost your registered mobile and cannot get the SMS OTP? Set up a TOTP authenticator to log in to Kite, then update your mobile number through the …
- How to open a Zerodha account for a differently-abled person
Opening a Zerodha demat and trading account for a differently-abled person: SEBI's reasonable-accommodation provisions, the guardian route under the National …
- How to open a Zerodha account for a visually impaired or illiterate person
Opening a Zerodha demat and trading account for a visually impaired, blind, or illiterate person: the CDSL thumb-impression and witness provisions, the read-out …
- How to raise a Zerodha ticket after the account is closed
Closed your Zerodha account and cannot log in? Create a ticket on support.zerodha.com, select No at the login prompt, enter your old email, and verify with an …
- How to reactivate a voluntarily deactivated Zerodha account
An account closed on your own request cannot be reactivated; you must open a fresh Zerodha account. This differs from dormant reactivation, which uses re-KYC.
- How to recover a forgotten Kite PIN
Forgot your 6-digit Kite PIN? Reset it through Forgot user ID or password, verify by OTP, and set a fresh PIN. The PIN is your second factor, not the password.
- How to recover a lost TOTP on Zerodha Kite
Lost your phone or deleted the authenticator? Reset on Kite via Forgot user ID or password, verify with email or SMS OTP, then re-enrol TOTP under Method 2.
- How to recover a Zerodha account when you lost both email and mobile
Lost access to both your registered email and mobile at Zerodha? Update contact details first via an e-signed account modification and CDSL KYC form, ticket, …
- How to remove the temporary OTP on Kite
You cannot remove the OTP login step on Kite; SEBI and NSE mandate 2FA. You can switch the temporary OTP for an authenticator TOTP under Password & security.
- How to reset the Zerodha support code (ZPin)
Reset the Zerodha support code, the four-digit ZPin that authenticates you on a call to support, through Console after an OTP check. View it in Kite or Console.
- How to respond to a Zerodha email asking you to authorise your holdings
Without DDPI, a delivery sale needs you to authorise the holdings via CDSL TPIN; complete it through the email link before 7:00 PM the same day so the trade …
- How to respond to an additional-documents email from Zerodha
If Zerodha emails you for additional documents during onboarding or re-KYC, verify the email is genuine, then upload via your own login at support.zerodha.com …
- How to respond when Zerodha emails asking for clarity on your trades
Zerodha sends a trade-clarity email when an exchange surveillance alert flags your trades. Reply truthfully within 3 working days or risk an account freeze.
- How to respond when Zerodha emails asking you to re-submit documents
Verify the email's sender domain, then submit the requested documents through a Zerodha support ticket within 30 days; the account is unblocked within 48 …
- How to respond when Zerodha emails asking you to update KYC details
Verify the sender domain, then update KYC yourself by logging in to account.zerodha.com and completing Re-KYC; a dormant account reactivates within 48 working …
- How to revoke a POA or DDPI mapped to your Zerodha account
Revoke a POA or DDPI mapped to Zerodha using the Revocation of POA-DDPI form, e-signed via a ticket or couriered offline. Processing takes up to 5 working days; …
- How to revoke connected apps on Kite
Revoke access for apps like Sensibull, smallcase and Streak connected via Kite Connect. Open Apps under My Profile on Kite web or Connected Apps on the Kite …
- How to sell holdings without POA or DDPI on Zerodha
Without a POA or DDPI you sell Zerodha holdings through CDSL eDIS: authorise the debit with your CDSL TPIN and OTP on each sell. Step-by-step flow, limits and …
- How to set up TOTP on Zerodha Kite
Set up time-based OTP on Kite with Google Authenticator or Authy: open My profile, scan the QR or copy the key, enter the code with your password, click Enable.
- How to set up your password on Zerodha
Zerodha never emails a ready-made password. You set your own from the welcome-email link, then create a 6-digit PIN or TOTP for two-factor authentication.
- How to stop unsolicited stock-tip SMS and report them
Stop unsolicited stock-tip and guaranteed-return SMS using TRAI DND on 1909, report spam and fraud, and complain to SEBI. Zerodha does not send stock tips by …
- How to track a Zerodha ticket
Track a Zerodha ticket on support.zerodha.com: tap Track tickets, sign in, open My tickets to see every ticket and its status. Updates also arrive by email.
- How to unblock a blocked Kite account
Kite blocks the account after five wrong password attempts. There is no unblock button; resetting your password through Forgot user ID or password unblocks it …
- How to unfreeze a Zerodha demat account frozen for an inactive mobile number
Unfreeze a Zerodha demat frozen for an inactive mobile by updating your number at console.zerodha.com/account, OTP, IPV and eSign. Unfreezes in 48 working …
- How to unlink Aadhaar from a Zerodha account
What unlinking Aadhaar from a Zerodha demat account actually means: you can withdraw DigiLocker consent, but a completed Aadhaar eKYC cannot be stripped without …
- How to update KYC using DigiLocker for Zerodha re-KYC
Refresh your Aadhaar in DigiLocker so the address and document Zerodha fetches during re-KYC are current. What DigiLocker can update and what it cannot.
- How to update PAN and residential status when you become an NRI
Become an NRI? Update your PAN residential status on the ITD, then convert your resident Zerodha account to NRI-NRO through re-KYC. Here is the full process and …
- How to update the TIN on a Zerodha account
Update your Tax Identification Number (TIN) on Zerodha through the FATCA declaration when you are a foreign tax resident. Here is where, how, and why the email …
- How to upload multiple financial proof files on Zerodha Console
Zerodha accepts only one financial-proof file for F&O activation, so multiple documents must be merged into a single PDF or zipped. Covers the accepted proofs, …
- How to verify a call or SMS claiming to be from Zerodha
Verify a call, SMS, or person claiming to be from Zerodha by matching the number to the official list. Zerodha never asks for your OTP, password, or a fund …
- How to verify whether an email is genuinely from Zerodha
Check the sender domain against Zerodha's eleven authorised domains, never click login links from email, and cross-verify any request inside …
- Where to send Zerodha account opening documents
The exact Bengaluru address for couriering signed Zerodha offline account opening documents, with self-attestation rules, what to enclose, tracking, the email …
- Why a Zerodha demat account gets frozen, and how to unfreeze it
A Zerodha demat freezes for incomplete KYC, an inoperative PAN, multiple accounts on one PAN, an inactive mobile, minor-to-major conversion, or a CDSL or SEBI …
- How to link a bank account on Zerodha
Link or change a Zerodha bank account using PAN, IFSC and a penny drop name match. Covers onboarding, Console changes, joint accounts, and common failures.
- How to open a Zerodha account offline
Open a Zerodha account offline with the paper form when your Aadhaar is not mobile-linked: fill the form, attach self-attested documents, do the OTP IPV, and …
- How to open a Zerodha trading account without a demat account
You can open a Zerodha trading account without a demat for F&O, currency and commodity trading. The procedure, when it applies, and the equity-delivery limit.
- How to complete Zerodha KYC online
Step-by-step guide to completing the Zerodha KYC process online for individual accounts using Aadhaar eKYC, PAN verification, and penny-drop bank verification.
- How to fix a stuck KYC at Zerodha
Troubleshooting guide for Zerodha account opening or KYC update stuck at PAN, Aadhaar, IPV, bank verification, or e-sign steps, with specific fixes for each …
- How to open a Zerodha HUF account
Complete guide to opening a Zerodha HUF demat and trading account for a Hindu Undivided Family, including required documents and Karta obligations.
- How to open a Zerodha minor demat account
Guide to opening a Zerodha demat account for a minor child through a guardian, covering SEBI rules, required documents, and conversion on attaining majority.
- How to track Zerodha account opening status
How to check the real-time status of a Zerodha account opening application, understand each processing stage, and know when to follow up with support.
- How to verify PAN and Aadhaar e-sign with Zerodha
Guide to PAN verification and Aadhaar-based e-sign during Zerodha account opening, including troubleshooting PAN-Aadhaar mismatches and OTP failures.
- How to open a Zerodha account online
Step-by-step guide to opening a Zerodha demat and trading account online in 15 minutes using Aadhaar eKYC, PAN, and your bank account details.
- Documents Required for Offline Zerodha Account Opening
The self-attested physical document set for opening a Zerodha account by courier: PAN, address proof, bank proof, photograph, signature, income proof, and IPV.
- How to claim unclaimed dividend from the IEPF
Step-by-step procedure to claim unclaimed dividends and the underlying shares transferred to the Investor Education and Protection Fund (IEPF) using Form IEPF-5 …
- How to convert a regular demat to a BSDA at Zerodha
How a regular Zerodha demat account becomes a Basic Services Demat Account (BSDA), the SEBI eligibility limits, the auto-categorisation rule, the AMC change, …
- How to convert images to a PDF for KYC document upload
Step-by-step methods to combine photos of KYC documents into a single legible PDF within a broker's upload limit, using the iPhone Files app, Android scan, …
- How to download a masked Aadhaar for KYC
How to download a masked Aadhaar from the myAadhaar portal for KYC, what masking hides, why it is preferred for privacy, and the e-Aadhaar PDF password format.
- How to enable the camera for In-Person Verification (IPV) on Zerodha
Step-by-step guide to enabling camera permissions for Zerodha's SEBI-mandated In-Person Verification, on Chrome, Safari, Edge and the Kite app, with fixes for …
- How to find your name and date of birth exactly as per PAN
How to find your exact name and date of birth as per PAN on the Income Tax portal, why KYC name-match fails, the Verify Your PAN Status route, and how to …
- How to fix a failed PAN verification during Zerodha account opening
Step-by-step procedure to resolve a failed PAN verification while opening a Zerodha account. Covers name and DOB mismatch with the Income Tax database, …
- How to link or transfer holdings from an external demat to Zerodha
You cannot operate another DP's demat inside Zerodha. This guide covers the realistic route: transferring holdings into a Zerodha demat via CDSL Easiest, a …
- How to link PAN with Aadhaar on the Income Tax portal
Step-by-step procedure to link PAN with Aadhaar on incometax.gov.in, including the Rs 1,000 e-Pay Tax fee, the Link Aadhaar request, OTP validation, and …
- How to Open a Zerodha Account for a Trust
How to open a non-individual trust account at Zerodha: the trust deed, registration certificate, trustee KYC, UBO annexure, the offline route, and eligibility.
- How to open a Zerodha account when Aadhaar is not linked to your mobile
Aadhaar-OTP eKYC needs the mobile linked to Aadhaar. How to open a Zerodha account when it is not: link the number at an Aadhaar Seva Kendra first, or use the …
- How to Open a Zerodha Commodity (MCX) Account
How to enable the commodity (MCX) segment on a new or existing Zerodha account, the income proof rule, the trading classification, and the activation steps.
- How to pay Zerodha demat AMC in advance
How to prepay the Zerodha demat account maintenance charge for one to five years on Console, why clients prepay, and how AMC is otherwise debited every 91 days.
- How to reach Zerodha support from an unregistered number
Lost your SIM or changed your number? How to reach Zerodha support without the registered mobile: the support-code call route, the ticket flow, and the …
- How to resolve a Zerodha account-opening application on hold for rectifications
Step-by-step procedure to clear a Zerodha account-opening application put on hold for rectifications. Covers the flagged fields, the rectification windows, …
- Allotted G-Secs not visible
If your allotted G-Secs don't appear in Console or demat, the cause is usually settlement delay. Resolution steps.
- Backtesting with Kite historical API
How to backtest trading strategies using Kite Connect historical data API. Steps, libraries, and pitfalls for retail backtesters.
- Bid for SGBs at primary issuance
Step-by-step for bidding on Sovereign Gold Bonds at primary issuance via Zerodha. Eligibility, window, and settlement.
- Buy SDL on Zerodha
Step-by-step for bidding on State Development Loans (SDL) via the Zerodha G-Sec window on Kite. Covers eligibility, bid window, and settlement.
- Edit / delete G-Sec order on Kite
How to modify or cancel a G-Sec bid placed via Kite before the auction cut-off. Explains the window and the steps.
- Exit G-Sec before maturity
How to sell a G-Sec held in your Zerodha demat before maturity via the secondary market. Liquidity caveats and process.
- How to activate SLB on Zerodha
Step-by-step procedure for activating Securities Lending and Borrowing (SLB) on Zerodha. Covers documentation, eligibility, and the request flow.
- How to add Bharat Bond ETF to the Kite marketwatch
How to add the Bharat Bond ETF series (2025, 2030, 2031, 2032, 2033) to a Kite marketwatch. Covers symbol conventions, ISINs, maturity, and yield-to-maturity …
- How to add BSE F&O contracts to the Kite marketwatch
How to add BSE F&O contracts (Sensex futures, Sensex options, Bankex futures and options) to the Kite marketwatch. Covers BSE F&O symbol conventions and expiry …
- How to add F&O contracts to the Kite marketwatch
How to add NSE F&O futures and options contracts (Nifty, BankNifty, FinNifty, MidcapNifty, stock derivatives) to a Kite marketwatch. Covers contract identifier …
- How to add instruments to the marketwatch on Kite
Concise step-by-step for adding any tradable instrument (equity, derivative, currency, commodity, ETF, MF, IPO, G-sec) to a Kite marketwatch on web and on the …
- How to add MCX F&O contracts to the Kite marketwatch
How to add MCX commodity futures and options (gold, silver, crude oil, natural gas, base metals, agri) to the Kite marketwatch. Covers segment activation, …
- How to add Nifty 50, Sensex and other indices to the Kite marketwatch
How to add NSE and BSE indices (Nifty 50, Sensex, BankNifty, FinNifty, NIFTY IT, NIFTY PSE, NIFTY Bank, India VIX) to a Kite marketwatch. Covers index symbol …
- How to add Nifty and BankNifty options to the Kite marketwatch
How to add specific Nifty 50 and BankNifty option strikes to a Kite marketwatch. Covers weekly vs monthly expiry, strike spacing, and the option chain …
- How to add Notes on the Kite marketwatch
How to attach a short text note to a scrip row in the Kite marketwatch, where the note is stored, character limits, and how Notes differ from Alerts and GTT.
- How to add scrips to the Kite marketwatch
Step-by-step procedure for adding equity, F&O, currency, commodity and ETF scrips to a Kite marketwatch on web and on the Kite mobile app. Covers search syntax, …
- How to brand-search on the Kite marketwatch
How to search by brand or parent-company name on the Kite marketwatch when you do not remember the exact NSE/BSE symbol. Covers partial-match, group-company …
- How to buy a Nifty 50 ETF on Zerodha
Step-by-step procedure for buying a Nifty 50-tracking ETF on Zerodha Kite. Covers selecting the ETF, placing the order, and the tax / settlement implications.
- How to buy Bank BeES on Zerodha
Step-by-step for buying Nippon India ETF Bank BeES (BANKBEES) on Zerodha. The ETF tracks the Nifty Bank index; covers selection, order placement, and tax.
- How to buy Bharat Bond ETF on Zerodha
Step-by-step for buying Bharat Bond ETF tranches (EBBETF0430, EBBETF0431, etc.) on Zerodha Kite. The ETF holds PSU bonds maturing in a specific year; covers …
- How to buy CPSE ETF on Zerodha
Step-by-step for buying CPSE ETF (Central Public Sector Enterprises ETF) on Zerodha Kite. The ETF tracks the Nifty CPSE index of major listed PSUs. Covers …
- How to buy GoldBeES on Zerodha
Step-by-step for buying GoldBeES (Nippon India Gold ETF) on Zerodha Kite. The ETF tracks domestic gold price; covers selection, tax, and comparison with SGB.
- How to buy Junior BeES on Zerodha
Step-by-step for buying Junior BeES (Nippon India ETF Nifty Next 50) on Zerodha Kite. The ETF tracks the Nifty Next 50 index of mid-large-cap stocks.
- How to buy LiquidBeES on Zerodha
Step-by-step for buying LiquidBeES (Nippon India Liquid BeES) on Zerodha. The ETF is widely used as cash-equivalent collateral for F&O margin. Covers buying, …
- How to buy MAFANG ETF on Zerodha
Step-by-step for buying MAFANG (Mirae Asset NYSE FANG+ ETF) on Zerodha Kite. The ETF tracks 10 US mega-cap tech / consumer / internet names. Covers feeder …
- How to buy Motilal Oswal Nasdaq 100 ETF on Zerodha
Step-by-step for buying Motilal Oswal Nasdaq 100 ETF on Zerodha. The ETF tracks the US Nasdaq 100 index via feeder structure. Covers FEMA / LRS considerations …
- How to buy T+0 stocks on Zerodha
Step-by-step procedure for placing a T+0 (instant settlement) buy order on Zerodha Kite. Covers the T+0 segment selection, eligible scrips, and the same-day …
- How to cancel pending or partial auction orders on Kite
How to cancel pending or partial auction orders on Zerodha Kite. Covers the cancellation window, partial-fill handling, and the implications of not cancelling …
- How to check quotes and place SLB orders
Step-by-step for checking SLB market quotes and placing lend / borrow orders on Zerodha.
- How to check the latest margins on the Zerodha calculator
Step-by-step for using the Zerodha margin calculator to verify the current SPAN + exposure margin for any F&O contract. Useful before trade placement.
- How to confirm MTF pledge
Step-by-step for confirming the MTF pledge on the underlying shares. Required during MTF buy or post-trade depository confirmation.
- How to convert MTF holdings to delivery
Step-by-step for converting an MTF position to regular CNC delivery on Zerodha. Pay the borrowed amount and the position becomes standard delivery.
- How to create multiple marketwatch in Kite
How to create, name and manage up to five marketwatch tabs on Zerodha Kite. Covers web and app workflows, naming conventions, and the 5-tab limit.
- How to do shortfall fund transfer after closing positions
If you closed positions to free margin but a shortfall persists in records, you may still owe a transfer. Explains the post-close shortfall scenario.
- How to fix 'max order request exceeded' without 5000 orders
When Kite Connect returns 'max order request exceeded' but you haven't placed 5000 orders, the cause is the per-minute rate limit. Explains the limits and fix.
- How to fix B/S shortcuts not opening the order window on Kite
Troubleshooting guide for the Buy / Sell (B / S) keyboard and click shortcuts on the Kite marketwatch when they do not open the order window. Covers app …
- How to fix Day's change showing incorrect vs previous close on Kite
Troubleshooting an incorrect day's change on the Kite marketwatch when measured against the previous close. Covers ex-date adjustments, suspended trading, and …
- How to fix ESOP shares not appearing on Kite
If your Employee Stock Option Plan shares are not appearing on the Kite Holdings tab, the cause is usually a depository or RTA issue. This guide walks through …
- How to fix full margin required for hedged positions
When Kite shows full margin for a hedged position instead of reduced SPAN, the cause is order timing or legs not yet recognised as hedged. Walks through the …
- How to fix holdings not displayed on the exchange bought from on Kite
When a Kite holding bought from NSE shows the BSE tag (or vice versa), the cause is usually display consolidation or a recent inter-exchange transfer. This …
- How to fix Invalid CSRF token error on Kite marketwatch
Troubleshooting the 'Invalid CSRF token' error on Kite when adding scrips or making changes on the marketwatch. Covers session expiry, cookies, browser …
- How to fix LTP showing zero on the Kite marketwatch
Troubleshooting LTP = 0 on a Kite marketwatch scrip row. Covers market hours, illiquid scrips, suspended trading, expired derivative contracts, and feed issues.
- How to fix missing decimal values on the Kite funds page
When the Kite funds page shows rounded values without decimals, the cause is usually browser font scaling or column width. Walks through the fix on web and app.
- How to fix mobile browser issue with Kite Connect login
When Kite Connect OAuth login fails on mobile browser, the cause is usually cookie / redirect issues. Explains the fix.
- How to fix MTF buy order not allowed for the day (sell position)
Why a Zerodha MTF buy may be blocked for the day if you have an open sell position on the same scrip. Explains the daily restriction and resolution.
- How to fix MTF not allowed for some clients
Why MTF may not be allowed for some Zerodha clients. Explains the eligibility criteria and the steps to qualify.
- How to fix negative balance after a market order
A market order at adverse pricing can produce a negative balance in your trading account. Explains the cause (slippage, illiquid scrip) and the fix steps.
- How to fix Pinned overview resets to Nifty on Kite
When the top-of-marketwatch overview strip on Kite keeps reverting to Nifty 50 after you switch to Sensex or BankNifty, this guide walks through the causes and …
- How to fix smallcase and Kite holdings mismatch with filters
Why your smallcase portfolio view and the underlying Kite holdings can show different stocks or quantities when filters are applied. Covers display filters, …
- How to fix texts or numbers overlapping on the Kite marketwatch
Troubleshooting overlapping text or numbers on the Kite marketwatch (LTP overlapping volume, scrip name overlapping change column). Covers browser zoom, font …
- How to fix the Order book showing dates instead of quantity on Kite
Troubleshooting an unusual display issue where the Kite order book column shows dates rather than quantity values. Covers column shift, browser zoom, and …
- How to fix the Positions tab showing profit when buy avg is greater than LTP on Kite
Why the Kite Positions tab can show a positive P&L even when the average price seems higher than the LTP. Explains short-position math, sign convention, and how …
- How to generate CDSL T-PIN on Zerodha
Step-by-step procedure for generating a CDSL T-PIN for a new Zerodha demat account, or for a client who never set up T-PIN at onboarding. Covers CDSL myeasi …
- How to get invoice for Kite Connect subscription
Step-by-step for retrieving the GST invoice for your Kite Connect subscription payment. Useful for tax / business expense deduction.
- How to group and filter positions on Kite
How to group positions by segment or strategy on the Kite Positions tab and how to filter to specific subsets (intraday only, F&O only, open only).
- How to lend pledged shares via SLB
Can you lend pledged shares via SLB? Typically no; pledged shares are encumbered. Explains the framework and workarounds.
- How to look up your Zerodha client ID
Step-by-step procedure for finding your Zerodha client ID (User ID) when you've forgotten it. Covers Console profile lookup, email retrieval, and SMS recovery.
- How to order at different price points using the column view on Kite
How to use the depth-side column view on Kite to place limit orders at different price levels by clicking specific bid or ask quantities. Faster than typing …
- How to pin a stock or index to the top of the Kite marketwatch
How to pin a stock or index to the top of any Kite marketwatch tab so it stays visible regardless of scroll. Covers pinning syntax, reordering, and the …
- How to quick-exit holdings and positions on Kite
How to bulk exit multiple holdings or positions on Kite using the Quick exit feature. Covers single-row exits, multi-select bulk exits, and the order placement …
- How to recover a forgotten CDSL T-PIN on Zerodha
Step-by-step procedure for recovering a forgotten CDSL T-PIN if you cannot complete a Zerodha sell order. Covers regeneration via CDSL myeasi, Zerodha support …
- How to regenerate CDSL T-PIN
Step-by-step procedure for regenerating a CDSL T-PIN when the original is forgotten or needs renewal. Covers CDSL myeasi flow, identity verification, and …
- How to rename a watchlist on the Kite app
How to rename a marketwatch watchlist tab on the Kite mobile app (Android and iOS). Covers the long-press flow, character limits, and sync to Kite web.
- How to save marketwatch settings on Kite
How marketwatch settings on Kite persist across sessions and devices, what is saved automatically, and what needs explicit action. Covers watchlist sync, column …
- How to search Sovereign Gold Bonds on Kite
How to find Sovereign Gold Bond (SGB) tranches in the Kite marketwatch search, add them to a watchlist, and read the price quoted on the secondary market vs the …
- How to search stocks, ETFs, mutual funds, IPOs and G-secs on Kite
Cross-segment search guide for Kite: how to find equity stocks, ETFs, mutual fund schemes (Coin), IPO subscription windows, and government securities (G-secs …
- How to short sell delivery via SLB
Step-by-step for short-selling delivery via SLB on Zerodha. Borrow shares first, then sell. Covers the flow and risk considerations.
- How to toggle net change between percentage and absolute on Kite
How to switch the Kite Holdings net change column between percentage and absolute (rupees) views. Covers both Kite web and the Kite mobile app.
- How to track previous auction trades on Console
How to find your historical auction trades on Zerodha Console. Covers the trades report, charges statement, and reconciliation with the daily auction outcomes.
- How to transfer funds to cover margin shortfalls
Step-by-step for transferring funds to your Zerodha trading account to cover a margin shortfall. Covers UPI, IMPS, NEFT speed.
- How to update the Kite app for new marketwatch features
How to update the Zerodha Kite mobile app so that new marketwatch features (250-instrument cap, redesigned overview, pin, Notes) become available. Covers Play …
- How to verify collateral details on Zerodha
Step-by-step for verifying pledged collateral details on Zerodha Console. Covers what to check, where to find it, and reconciliation with Kite funds.
- How to verify penalty passed to exchange
How to verify that a margin penalty charged on your Zerodha account was indeed passed to the exchange / SEBI, not retained by the broker. Audit-trail check.
- Invest in Zerodha Fund House via Coin
Step-by-step for investing in Zerodha Fund House schemes (index funds, ETFs, FoF) via the Coin app.
- kiteconnect.js Node.js quickstart
Quick-start guide for Kite Connect Node.js SDK (kiteconnect.js). Install, authenticate, place an order, read positions.
- Margin shortfall penalty notice
The margin shortfall penalty notice (SMS / email from Zerodha) tells you the shortfall amount, the applicable rate, and the action required. Explains the notice …
- Pledge covered bonds on Zerodha
How to pledge bond holdings on Zerodha to get margin for trading. Covers eligible bonds, haircut, and the pledge flow.
- 'Error while fetching data' chart error (Kite)
Step-by-step procedure for resolving 'Error while fetching data' message on Zerodha Kite charts. Covers data-feed timing, status, browser, and the support path.
- Bar/volume colour mismatch (Kite)
Step-by-step procedure for resolving bar / volume colour mismatch on Zerodha Kite charts. Covers theme settings, candle colour rules, and the indicator-specific …
- ChartIQ drawings disappearing (Kite)
Step-by-step procedure for handling ChartIQ drawings disappearing on Zerodha Kite. Covers save-state, browser cache, layout-level persistence, and the recovery …
- ChartIQ not changing in dark mode (Kite)
Step-by-step procedure for resolving ChartIQ not switching to dark mode on Zerodha Kite. Covers theme settings, layout-level dark, and the cache reset.
- Crosshair on TradingView v2 (Kite)
Step-by-step explanation of crosshair behaviour on TradingView v2 engine on Zerodha Kite. Covers cursor modes, snap behaviour, and the customisation options.
- Drawings deleted from TradingView (Kite)
Step-by-step procedure for handling and preventing TradingView drawings being deleted on Zerodha Kite. Covers cache, layout save, server-side persistence, and …
- How to add indicators on Kite charts
Step-by-step procedure for adding technical indicators on Zerodha Kite charts. Covers TradingView and ChartIQ workflows, parameter customisation, and removal.
- How to add indicators to a chart in Zerodha Kite
Step-by-step procedure for adding technical indicators (moving average, RSI, MACD, Bollinger Bands, Supertrend, and others) to a chart in Zerodha Kite, …
- How to backtest a strategy on Kite charts
Step-by-step procedure for backtesting a trading strategy on Kite charts using the Replay feature. Covers TradingView replay mode, ChartIQ replay, and the …
- How to change candle body, wick, and border colour (Kite)
Step-by-step procedure for changing candle body, wick, and border colour on Zerodha Kite charts. Covers TradingView and ChartIQ workflows.
- How to check KYC status on CAMS or KFin
Step-by-step procedure for checking your KYC KRA status by PAN across the five SEBI KRAs (CVL, NDML, CAMS, KFin, and DotEx). Distinguishes Registered, …
- How to compare relative performance on Kite
Step-by-step procedure for comparing relative performance of multiple instruments on Zerodha Kite. Covers compare feature (TradingView), benchmark …
- How to default chart settings on ChartIQ (Kite)
Step-by-step procedure for setting default chart settings on ChartIQ engine of Zerodha Kite. Covers default settings restore, baseline configuration, and the …
- How to display multiple charts on ChartIQ (Kite)
Step-by-step procedure for displaying multiple charts simultaneously on ChartIQ engine of Zerodha Kite. Covers multi-pane layouts, multi-instrument comparison, …
- How to fix blank page on chart open (Kite)
Step-by-step procedure for resolving blank-page-on-chart-open issues on Zerodha Kite. Covers cache, browser, version, and the support-ticket path.
- How to go to a specific date on a Kite chart
Step-by-step procedure for jumping to a specific date on a Zerodha Kite chart. Covers the date-jump feature on TradingView and ChartIQ.
- How to hedge a naked options position in Zerodha
Step-by-step procedure for hedging a naked options position (sold call or put) in Zerodha Kite by buying a further-OTM option to cap downside risk. Covers the …
- How to identify breakouts on Kite charts
Step-by-step procedure for identifying breakouts on Zerodha Kite charts. Covers consolidation patterns, volume confirmation, false-breakout filtering, and the …
- How to maximise chart pane on Kite
Step-by-step procedure for maximising the chart pane on Zerodha Kite. Covers full-screen toggle, side-panel hiding, and the engine-specific shortcuts.
- How to move price scale to the left on Kite
Step-by-step procedure for moving the price scale to the left side of the chart on Zerodha Kite. Covers TradingView and ChartIQ orientation options.
- How to open a Zerodha Coin mutual fund account
Step-by-step procedure for opening a Zerodha Coin account to invest in direct-plan mutual funds. Covers the Coin app and web flow, the prerequisite Zerodha …
- How to open chart in a new tab on Kite
Step-by-step procedure for opening a chart in a new browser tab on Zerodha Kite web. Covers right-click flow, keyboard shortcut, and the multi-chart workflow.
- How to overlay an indicator on ChartIQ (Kite)
Step-by-step procedure for overlaying an indicator on ChartIQ price chart on Zerodha Kite. Covers same-pane vs separate-pane choice, scale alignment, and the …
- How to pledge mutual fund units for Zerodha margin
Step-by-step procedure for pledging mutual fund units in your Zerodha demat account as collateral for margin trading in F&O. Covers the LTV haircut, the …
- How to save chart layouts on Kite
Step-by-step procedure for saving chart layouts on Zerodha Kite. Covers TradingView and ChartIQ engines, multi-instrument templates, and the persistence …
- How to save chart settings and indicators (Kite)
Step-by-step procedure for saving chart settings and indicator configurations on Zerodha Kite. Covers full-state save vs indicator-only template across both …
- How to save drawings on ChartIQ (Kite)
Step-by-step procedure for saving drawings (trend lines, Fibonacci, channels) on ChartIQ engine of Zerodha Kite. Covers drawing persistence, layout-level save, …
- How to save TradingView drawings on Kite app
Step-by-step procedure for saving TradingView drawings on the Zerodha Kite mobile app. Covers persistence across sessions, app-vs-web sync, and the …
- How to save TradingView layouts and templates on Kite
Step-by-step procedure for saving TradingView layouts and indicator templates on Zerodha Kite. Covers layout (full chart state) vs template (indicator set), the …
- How to save view in ChartIQ (Kite)
Step-by-step procedure for saving a ChartIQ view on Zerodha Kite. Covers the views feature (ChartIQ-specific), persistence, and the relationship with templates.
- How to switch chart types on Kite
Step-by-step procedure for switching chart types (candlestick, line, bar, Heikin Ashi, Renko) on Zerodha Kite. Covers TradingView and ChartIQ engines.
- How to switch from regular plan to direct plan (mutual fund)
Step-by-step procedure for switching from regular plan to direct plan in a mutual fund. Covers the strategic rationale, tax cost vs TER savings calculation, …
- How to trade from charts on ChartIQ (Kite)
Step-by-step procedure for placing orders directly from ChartIQ charts on Zerodha Kite. Covers ChartIQ-specific UX, order type selection, and engine differences …
- How to trade from charts on TradingView (Kite)
Step-by-step procedure for placing orders directly from TradingView charts on Zerodha Kite (Trade From Charts feature). Covers order placement, modification, …
- How to use Bollinger Bands on Kite
Step-by-step procedure for using Bollinger Bands on Zerodha Kite charts. Covers default 20-period 2-SD setting, squeeze, expansion, and the mean-reversion vs …
- How to use Fibonacci retracements on Kite
Step-by-step procedure for using Fibonacci retracements on Zerodha Kite charts. Covers swing-high to swing-low anchoring, key ratios (23.6, 38.2, 50, 61.8, …
- How to use MACD on Kite
Step-by-step procedure for using MACD (Moving Average Convergence Divergence) on Zerodha Kite charts. Covers default 12-26-9 setting, signal line crossover, …
- How to use RSI on Kite
Step-by-step procedure for using RSI (Relative Strength Index) on Zerodha Kite charts. Covers default 14-period setting, overbought/oversold (70/30), …
- How to use Supertrend on Kite
Step-by-step procedure for using the Supertrend indicator on Zerodha Kite charts. Covers ATR-based computation, default parameters (7, 3), signal …
- How to use VWAP on Kite
Step-by-step procedure for using VWAP (Volume Weighted Average Price) on Zerodha Kite charts. Covers intraday VWAP, anchored VWAP, intraday institutional use, …
- Multiple charts open in day theme: fix (Kite)
Step-by-step procedure for fixing the issue where multiple charts on Zerodha Kite open in day (light) theme despite dark theme set. Covers theme propagation, …
- Multiple TradingView charts on Kite web
Step-by-step procedure for displaying multiple TradingView charts on Zerodha Kite web. Covers multi-tab approach, split-screen layouts, and the resource …
- Order executed though price not on chart (Kite)
Step-by-step explanation and resolution path when an order on Zerodha Kite executes at a price that doesn't appear visible on the chart. Covers chart …
- Saved TradingView layout not loading (Kite)
Step-by-step procedure for fixing saved TradingView layout not loading on Zerodha Kite. Covers account sync, layout format migration, and the recovery options.
- Saved views not visible on Kite
Step-by-step procedure for resolving saved ChartIQ views not appearing on Zerodha Kite. Covers account sync, cache, and the engine-specific scope.
- SL triggered without hit on chart (Kite)
Step-by-step explanation and resolution path when a stop-loss order is triggered on Zerodha Kite but the chart doesn't appear to show the trigger price being …
- Two charts same timeframe look different (Kite)
Step-by-step explanation when two charts on the same timeframe on Zerodha Kite look different. Covers engine differences, theme differences, scale and indicator …
- How to add or update a nominee on a mutual fund folio (cross-platform)
Step-by-step guide to adding or updating a nominee on Indian mutual fund folios: the operational mechanics across AMC-direct portals, CAMS Online, KFinKart, …
- How to complete e-KYC for mutual funds via Aadhaar OTP
Step-by-step guide to completing Aadhaar OTP-based e-KYC for mutual fund investing in India: the SEBI framework, the prerequisite of a mobile number linked to …
- How to compute LTCG on equity mutual funds (Section 112A)
Step-by-step guide to computing long-term capital gains (LTCG) on equity-oriented mutual funds in India under Section 112A: the FIFO unit-attribution method, …
- How to generate a Consolidated Account Statement (CAS) from CAMS
Step-by-step guide to generating a Consolidated Account Statement (CAS) on demand from CAMS in India: the request flow through camsonline.com, the email-based …
- How to migrate from regular plan to direct plan (cross-platform)
Comprehensive guide to migrating from regular plan to direct plan mutual fund holdings in India: the operational mechanics across all major platforms …
- How to open a CAMS Online myCAMS account
Step-by-step guide to opening a myCAMS account on the CAMS Online portal in India: the registration flow at camsonline.com, the KYC integration through …
- How to open an MFU eCAN (Common Account Number)
Step-by-step guide to opening an MFU eCAN in India: the AMFI-promoted Common Account Number that unifies an investor's identity across all SEBI-registered AMCs, …
- How to trace forgotten mutual fund folios using MITRA
Step-by-step guide to tracing forgotten or unclaimed mutual fund folios in India using MITRA (Mutual Fund Investment Tracing and Retrieval Assistant): the AMFI …
- How to add a secondary bank account on Zerodha
Step-by-step guide to linking a secondary bank account to your Zerodha trading account via Console, including the verification process, eligibility conditions, …
- How to add funds to Zerodha via NEFT, RTGS, or IMPS
Step-by-step guide to depositing funds into a Zerodha trading account using NEFT, RTGS, or IMPS bank transfers, including Zerodha's bank details, settlement …
- How to add funds to Zerodha via net banking
Step-by-step guide to depositing funds into a Zerodha trading account using net banking through Kite web or the Kite mobile app, including supported banks, …
- How to avoid physical settlement (manual close-out)
Step-by-step guide to closing out in-the-money stock options and stock futures before expiry to avoid physical settlement obligations, delivery margin blocks, …
- How to bid in an RBI primary bond auction via Zerodha
Step-by-step guide to submitting non-competitive bids in RBI's weekly G-Sec and T-Bill primary auctions through Zerodha's Kite platform and the RBI Retail …
- How to borrow shares via SLB on Zerodha
Step-by-step guide to borrowing equity shares through the NSCCL Securities Lending and Borrowing platform on Zerodha Console for short-selling or hedging …
- How to buy a bond on Zerodha
Step-by-step guide to buying listed corporate bonds and NCDs on Zerodha's Kite platform: search, order placement, settlement, and charges.
- How to buy a G-Sec on Zerodha Kite
Step-by-step guide to buying Government Securities on Zerodha's Kite platform via the exchange-traded secondary market, with settlement, yield, and tax notes.
- How to buy a Sovereign Gold Bond on the secondary market via Kite
Step-by-step guide to buying Sovereign Gold Bonds (SGBs) in the secondary market through Zerodha's Kite platform, including pricing, yield, and capital gains …
- How to buy a T-Bill on Zerodha
Step-by-step guide to buying 91-day, 182-day, and 364-day Treasury Bills on Zerodha's Kite platform through the secondary market and via primary auction …
- How to cancel an eMandate on Zerodha
Step-by-step guide to cancelling a UPI AutoPay or NACH net-banking eMandate on Zerodha via Console or your UPI application, including notice periods, effect on …
- How to claim STT rebate or credit in India
Explains the status of Securities Transaction Tax as a deductible expense for business income traders vs a non-creditable levy for investors, how to report STT …
- How to compute commodity margin on Zerodha
A step-by-step guide to calculating SPAN and Exposure margin for MCX commodity futures on Zerodha, covering the SPAN calculator, contract-level variables, …
- How to compute turnover for F&O audit under section 44AB
Step-by-step guide to computing F&O trading turnover using the ICAI absolute-profit-loss method, determining tax-audit applicability under section 44AB, and …
- How to convert a CNC position to MTF on Zerodha
Step-by-step guide to converting an existing CNC delivery holding to a Margin Trading Facility (MTF) leveraged position on Zerodha, releasing cash while …
- How to declare F&O as business income in India
Detailed guide to declaring futures and options trading income as non-speculative business income in ITR-3, including applicable sections, turnover computation, …
- How to deploy a Streak strategy live
Step-by-step guide to moving a backtested Streak strategy from paper trading to live deployment on Zerodha Kite, including alerts, monitoring, and risk …
- How to enable instant Liquidcase pay-ins on Zerodha
Step-by-step guide to enabling Liquidcase-backed instant margin pay-ins on Zerodha, including how Liquidcase works, eligibility, the pledge and pay-in flow, …
- How to exit a smallcase position
Step-by-step guide to fully or partially exiting a smallcase investment on Zerodha, covering sell-all, partial exit, individual stock exit, capital gains …
- How to fix a circuit-limit rejection on Zerodha
A guide to understanding and working around circuit-limit order rejections on Zerodha Kite, covering market-wide index circuit breakers, per-instrument price …
- How to fix a DP-related sell rejection on Zerodha
A guide to diagnosing and resolving Depository Participant (DP) sell rejections on Zerodha Kite, including CDSL TPIN authorisation, DDPI, early pay-in, and …
- How to fix a missing holding after delivery on Zerodha
A guide to tracing and recovering shares that are not visible in the Zerodha Kite holdings section after a buy delivery order, covering T+1 settlement, …
- How to fix a price-band rejection on Zerodha
A step-by-step guide to understanding and resolving an order rejection caused by a price-band breach on Zerodha Kite, covering NSE and BSE daily price bands, …
- How to fix a stuck 'pending verification' on Zerodha KYC
A practical guide to diagnosing and resolving a KYC application stuck in 'pending verification' on Zerodha, including document resubmission, DigiLocker linking, …
- How to fix a UPI mandate timeout for an IPO application on Zerodha
Step-by-step guide to diagnosing and resolving a UPI mandate timeout when applying for an IPO through Zerodha Kite or Console, including how to reapply within …
- How to fix an 'order rejected: insufficient margin' error on Zerodha
Step-by-step guide to diagnosing and resolving an insufficient-margin rejection on Zerodha Kite for equity, F&O, and intraday orders, including how margin is …
- How to fix an 'order rejected: RMS' error on Zerodha
A systematic guide to diagnosing and resolving RMS (Risk Management System) order rejections on Zerodha Kite, covering all major RMS sub-codes across equity, …
- How to fix Kite charting and streaming lag on Zerodha
A practical guide to diagnosing and resolving charting slowness, frozen live quotes, and streaming lag on Zerodha Kite web and the Kite mobile app, covering …
- How to handle a freeze-quantity rejection on Zerodha
Step-by-step guide to understanding and resolving freeze-quantity order rejections on Zerodha Kite, including how to split large orders into compliant tranches …
- How to handle a partially filled order on Zerodha
Step-by-step guide to understanding, managing, and completing a partially filled order on Zerodha Kite, covering order types, product code implications, and …
- How to handle an early SLB recall on Zerodha
Step-by-step guide for both lenders and borrowers to manage early recall of lent securities in the NSCCL SLB platform on Zerodha, including recall timelines, …
- How to handle commodity physical delivery risk on Zerodha
A practical guide to understanding, avoiding, and managing compulsory physical delivery obligations in MCX commodity futures traded via Zerodha, with timelines, …
- How to invest in a smallcase via Kite
Step-by-step guide to accessing the smallcase marketplace directly within Zerodha's Kite interface, placing a basket investment order, and monitoring holdings …
- How to lend shares via SLB on Zerodha
Step-by-step guide to lending equity shares through the NSCCL Securities Lending and Borrowing (SLB) platform on Zerodha Console, including fee negotiation, …
- How to open a Zerodha corporate account
Step-by-step guide for companies and corporate entities to open a Zerodha demat and trading account, including board resolution, MOA, and KYC requirements.
- How to open a Zerodha NRI account
Step-by-step guide for non-resident Indians to open a Zerodha NRI demat and trading account under PIS or non-PIS route, with required documents.
- How to open a Zerodha partnership or LLP account
Step-by-step guide for partnership firms and LLPs to open a Zerodha demat and trading account, covering partner KYC, deed requirements, and document checklist.
- How to pledge holdings for margin on Zerodha
Step-by-step guide to pledging equity shares and ETFs held in your Zerodha demat account to generate collateral margin for F&O and intraday trading.
- How to read your funds statement on Console
A detailed guide to understanding the funds statement (ledger) on Zerodha Console, including how to filter by date, interpret each entry type, reconcile credits …
- How to reconcile a missing fund credit on Zerodha
Step-by-step guide to tracing and reconciling a fund deposit that was debited from your bank account but not credited to your Zerodha trading account, including …
- How to recover a forgotten Kite password on Zerodha
Step-by-step guide to resetting a forgotten Kite trading password on Zerodha using the official Forgot Password flow, with troubleshooting for OTP failures, …
- How to recover a forgotten Kite user ID on Zerodha
Step-by-step guide to finding or recovering a forgotten Zerodha client ID (Kite user ID), covering Console, confirmation emails, Zerodha support, and PAN-based …
- How to redeem an SGB at maturity
Step-by-step guide to the maturity redemption of Sovereign Gold Bonds, including the RBI process, redemption price calculation, capital gains tax exemption, and …
- How to redeem an SGB early (5th-year window)
Step-by-step guide to the early premature redemption of Sovereign Gold Bonds at the RBI's 5th, 6th, and 7th year exit windows, including the application …
- How to remove a bank account on Zerodha
Step-by-step guide to removing a secondary bank account linked to your Zerodha trading account via Console, including restrictions, cooldown periods, and what …
- How to repay MTF interest and close an MTF position on Zerodha
Step-by-step guide to repaying the MTF loan balance on Zerodha, converting an MTF position back to free CNC delivery, and avoiding forced liquidation through …
- How to reset 2FA on Zerodha
A complete guide to resetting two-factor authentication (2FA) on Zerodha Kite, covering TOTP reconfiguration via an authenticator app, SMS OTP fallback, and …
- How to roll over an F&O position on Zerodha
Step-by-step guide to rolling over expiring futures and options positions to the next contract month on Zerodha Kite, including timing, costs, and margin …
- How to set up a net-banking eMandate on Zerodha
Step-by-step guide to registering a net-banking eMandate on Zerodha for recurring SIP payments or fund additions, including NACH framework details, bank …
- How to set up a UPI eMandate on Zerodha
Step-by-step guide to registering a UPI eMandate (UPI AutoPay) on Zerodha for recurring fund additions, SIP payments, or margin top-ups, including NPCI limits, …
- How to set up an SIP on a smallcase
Step-by-step guide to configuring a recurring SIP on a smallcase through Zerodha, including mandate setup, SIP frequency options, execution mechanics, and tax …
- How to take an MTF position on Zerodha
Step-by-step guide to placing a Margin Trading Facility (MTF) buy order on Zerodha Kite for leveraged equity delivery, including SEBI eligibility rules and …
- How to track G-Sec coupon receipts on Console
Step-by-step guide to locating and reconciling Government Security coupon payments, T-Bill maturity credits, and SGB coupon receipts using Zerodha Console and …
- How to trade crude oil futures on MCX via Zerodha
Step-by-step guide to opening, managing, and closing a crude oil futures position on MCX via Zerodha Kite, covering segment activation, margin, contract specs, …
- How to trade futures on Kite (first time)
Step-by-step guide for first-time futures traders on Zerodha Kite: adding a futures contract, reading the order form, placing the order, and managing the …
- How to trade gold mini futures on Zerodha
Step-by-step guide to trading MCX Gold Mini futures via Zerodha Kite, covering segment activation, contract specs, margin, CTT, delivery risk, and what can go …
- How to trade silver micro futures on Zerodha
Step-by-step guide to trading MCX Silver Micro futures via Zerodha Kite, covering segment activation, contract specs, margin, CTT, physical-delivery …
- How to unpledge holdings on Zerodha
Step-by-step guide to releasing a pledge on equity shares or ETFs in your Zerodha demat account, withdrawing collateral margin and restoring free delivery …
- How to use collateral margin for F&O on Zerodha
Step-by-step guide to deploying pledged securities as collateral margin for futures and options positions on Zerodha, including SEBI's 50% cash rule.
- How to whitelist Kite IPs on a corporate network
A technical guide to identifying the domains and IP ranges required for Zerodha Kite to function on a corporate firewall or proxy, with instructions for IT …
- How to withdraw funds from Zerodha
Step-by-step guide to withdrawing funds from a Zerodha trading account to your registered bank account via Kite web or the Kite mobile app, including cutoff …
- Applying for an IPO through Zerodha, hub page
Landing page for applying for an IPO through Zerodha.
- Buy bonds on GoldenPi
Step-by-step procedure for buying bonds on GoldenPi. KYC, browse, subscribe, and demat credit timeline.
- Buying covered bonds on Wint Wealth
Step-by-step procedure for buying covered bonds on Wint Wealth. KYC, subscription, demat credit, and post-purchase mechanics.
- How to buy NiftyBeES on Zerodha
Step-by-step procedure for buying Nippon India ETF Nifty BeES (NIFTYBEES) on Zerodha Kite. Covers ETF specifics, why NIFTYBEES is the most popular Nifty 50 ETF, …
- How to cancel pending or partial auction orders
How to cancel an auction order on Zerodha. See the detailed how-to from E8.
- How to fix MTF buy order not allowed (open holding sell)
Why a Zerodha MTF buy order can fail with 'open holding sell' message. Explains the conflict and the resolution steps.
- Quicko tax-loss-harvesting tool
Quicko's tax-loss-harvesting tool identifies opportunities to offset short-term and long-term capital gains by realising losses on other holdings.
- How STT is handled on mutual fund redemption
Step-by-step explanation of how Securities Transaction Tax (STT) is applied on mutual fund redemption. Covers equity-MF STT rate, the impact on NAV-based …
- How to access BSE StAR MF for mutual fund transactions
Step-by-step procedure for accessing the BSE StAR MF platform for mutual fund transactions through a member broker. Covers the broker prerequisite, the order …
- How to access NSE MFSS (Mutual Fund Service System) for MF transactions
Step-by-step procedure for accessing NSE MFSS for mutual fund transactions through a member broker. Covers the broker prerequisite, the order placement flow, …
- How to add a joint holder to a mutual fund folio
Step-by-step procedure for adding a joint holder to an existing mutual fund folio. Covers KYC requirements, operating mode selection, AMC form, and the …
- How to add an additional SIP to an existing mutual fund folio
Step-by-step procedure for adding an additional SIP to an existing mutual fund folio. Covers same-scheme multi-SIP setup, different schemes within same folio, …
- How to add an old mutual fund folio to a platform / aggregator
Step-by-step procedure for adding an old mutual fund folio to a platform / aggregator (Coin, Groww, Kuvera, MF Central, MFU). Covers folio number entry, …
- How to apply the grandfathering rule for LTCG on pre-2018 mutual fund holdings
Step-by-step procedure for applying the grandfathering rule for long-term capital gains on mutual fund units acquired before 31 January 2018. Covers the …
- How to become a mutual fund distributor (ARN)
Step-by-step procedure for becoming a mutual fund distributor by obtaining AMFI ARN. Covers NISM certification, AMFI registration, KYD compliance, and the …
- How to become a SEBI Registered Investment Adviser (RIA) for MF
Step-by-step procedure for becoming a SEBI Registered Investment Adviser (RIA) for mutual fund advisory. Covers NISM certification, net worth requirements, SEBI …
- How to build a balanced mutual fund portfolio
Step-by-step playbook for assembling a balanced 4-5 fund portfolio across equity and debt mutual funds. Covers allocation rules, fund selection, rebalancing, …
- How to build a business startup fund using mutual funds
Step-by-step playbook for accumulating seed capital for a business launch via mutual funds. Covers corpus sizing for business needs, allocation, glide path, and …
- How to build a car purchase fund using mutual funds
Step-by-step playbook for saving for car purchase via mutual funds over a 2-4 year horizon. Covers corpus sizing, allocation for medium-short horizons, and loan …
- How to build a retirement corpus using mutual funds
Step-by-step playbook for building a retirement corpus using mutual funds. Covers corpus sizing, asset allocation by age, fund selection, glide path, and the …
- How to build a tax-saving ELSS portfolio (Section 80C)
Step-by-step playbook for building an ELSS portfolio that maximises Section 80C tax savings while delivering long-term equity returns. Covers scheme selection, …
- How to build a vacation fund using mutual funds
Step-by-step playbook for saving for a vacation via mutual funds over a 1-3 year horizon. Covers corpus sizing, fund selection for short horizons, and the …
- How to build an emergency fund using mutual funds
Step-by-step playbook for building a 6-12 month emergency fund using liquid and ultra-short duration mutual funds. Covers sizing, fund category selection, …
- How to buy an ETF on NSE
Step-by-step procedure for buying an ETF on NSE / BSE secondary market through a broker. Covers demat requirement, order placement, NAV vs market price, and the …
- How to cancel a NACH mandate (mutual fund)
Step-by-step procedure for cancelling a NACH eMandate used for mutual fund SIPs. Covers the bank-side and AMC-side cancellation, the effect on active SIPs, and …
- How to carry forward mutual fund capital losses
Step-by-step procedure for carrying forward unutilised mutual fund capital losses across financial years. Covers Schedule CFL, the 8-year window, ITR filing …
- How to choose a fund category for your first mutual fund investment
Step-by-step procedure for selecting a fund category for your first mutual fund investment, navigating SEBI's 42 categories framework. Covers horizon-category …
- How to choose an AMC for your first mutual fund investment
Step-by-step procedure for selecting an Asset Management Company (AMC) for your first mutual fund investment. Covers AMC size, sponsor reputation, scheme range, …
- How to choose between Growth and IDCW option
Step-by-step guide to choosing between Growth and IDCW (Income Distribution cum Capital Withdrawal) option for a mutual fund. Covers tax implications, …
- How to choose between old and new tax regime as a mutual fund investor
Step-by-step decision framework for choosing between the old and new tax regimes as a mutual fund investor. Covers 80C / 80CCD / HRA implications, breakeven …
- How to choose the right ITR form for mutual fund investors
Step-by-step procedure for selecting the correct ITR form when filing returns with mutual fund holdings. Covers ITR-1, ITR-2, ITR-3, ITR-4 applicability and the …
- How to choose your first mutual fund (India)
Step-by-step procedure for selecting your first mutual fund in India. Covers goal definition, horizon-risk matching, fund category selection, scheme evaluation, …
- How to claim DTAA benefit on NRI mutual fund taxation
Step-by-step procedure for claiming Double Taxation Avoidance Agreement (DTAA) benefit on NRI mutual fund taxation. Covers TRC, Form 10F submission to AMC, and …
- How to claim ELSS Section 80C deduction in ITR
Step-by-step procedure for claiming Section 80C deduction on ELSS investments in ITR. Covers Rs 1.5 lakh combined limit, Schedule 80C entry, proof requirements, …
- How to claim mutual fund units / dividends from IEPF
Step-by-step procedure for claiming mutual fund units / unclaimed dividends transferred to IEPF (Investor Education and Protection Fund). Covers Form IEPF-5, …
- How to claim mutual fund units via nomination
Step-by-step procedure for a nominee to claim mutual fund units after the holder's death. Covers required documents, AMC processing, multi-nominee allocation, …
- How to claim mutual fund units via succession certificate
Step-by-step procedure for claiming mutual fund units via succession certificate when no nominee is registered. Covers court application, certificate issuance, …
- How to claim NPS Section 80CCD deduction in ITR
Step-by-step procedure for claiming NPS contributions as deductions under Sections 80CCD(1), 80CCD(1B), and 80CCD(2) in ITR. Covers the Rs 50k additional cap, …
- How to claim segregated portfolio recovery proceeds
Step-by-step procedure for claiming recovery proceeds from a segregated portfolio (side pocket) in a mutual fund. Covers AMC notifications, automatic credit, …
- How to claim TDS on mutual fund dividend in ITR
Step-by-step procedure for claiming TDS deducted on mutual fund dividend (IDCW) as a credit in ITR. Covers Section 194K mechanics, Form 26AS reconciliation, and …
- How to claim TDS under Section 194K on mutual fund income in ITR
Step-by-step procedure for claiming Section 194K TDS on mutual fund income (IDCW, sometimes capital gains) as tax credit in ITR. Covers TAN identification, …
- How to compare distributor vs RIA business model
Step-by-step comparison of mutual fund distributor (ARN) vs Registered Investment Adviser (RIA) business models. Covers revenue, regulation, fiduciary, …
- How to compare loan against MF: bank vs NBFC
Step-by-step decision framework for choosing between bank and NBFC for loan against mutual fund units. Covers LTV, interest rate, tenure, processing time, …
- How to compare mutual fund factsheets across schemes
Step-by-step procedure for comparing multiple mutual fund factsheets across peer schemes within a SEBI category. Covers metric selection, normalisation, …
- How to compare two mutual fund schemes
Step-by-step framework for comparing two mutual fund schemes head-to-head. Covers category-mandate match, return comparison, risk-adjusted metrics, expense, …
- How to complete in-person verification (IPV) for mutual fund KYC
Step-by-step procedure for completing in-person verification (IPV) for mutual fund KYC at an AMC or RTA service centre. Covers the IPV form, document …
- How to complete mutual fund KYC online using Aadhaar OTP
Step-by-step procedure for completing mutual fund KYC online in India using Aadhaar OTP-based eKYC, including prerequisites, the UIDAI-AMC integration, the Rs …
- How to complete NRI mutual fund KYC
Step-by-step procedure for completing NRI-specific mutual fund KYC. Covers documentation (PAN, OCI, passport, NRI status proof), in-person verification options, …
- How to comply with Companies Act for corporate mutual fund investments
Step-by-step procedure for ensuring Companies Act compliance on corporate mutual fund investments. Covers Section 186 (loans / investments), Board Resolution, …
- How to comply with FEMA for NRI mutual fund investments
Step-by-step procedure for ensuring FEMA compliance on NRI mutual fund investments. Covers NRE/NRO use, scheme restrictions, outward remittance, and the Form …
- How to compute AIF tax in the context of mutual funds
Step-by-step procedure for understanding AIF (Alternative Investment Fund) taxation as it relates to mutual fund investors. Covers Category I/II/III AIFs, …
- How to compute debt mutual fund tax (post Finance Act 2023)
Step-by-step procedure for computing debt mutual fund tax post Finance Act 2023. Covers Section 50AA framework, slab-rate treatment, indexation removal, the …
- How to compute risk-adjusted return for a mutual fund
Step-by-step guide to computing risk-adjusted return metrics for a mutual fund: Sharpe ratio, Sortino ratio, Calmar ratio, alpha, beta, and the use in comparing …
- How to compute XIRR for your mutual fund portfolio
Step-by-step procedure for computing XIRR (annualised return) for a mutual fund portfolio with irregular cash flows. Covers spreadsheet formula, cash-flow …
- How to consolidate multiple folios at the same AMC
Step-by-step procedure for consolidating multiple folios at the same AMC into one. Covers AMC consolidation request, the conditions required, the operational …
- How to convert ETF holdings to index fund (or vice versa)
Step-by-step procedure for converting ETF holdings to an index fund (or vice versa). Covers sale-then-buy execution, tax implications, and the use case.
- How to convert mutual fund folio (SoA) to demat form
Step-by-step procedure for converting mutual fund units from Statement of Account (SoA / folio) form to dematerialised form. Covers the AMC route, CDSL/NSDL …
- How to convert mutual fund units from demat to folio (rematerialisation)
Step-by-step procedure for rematerialising mutual fund units from demat form back to folio (SoA). Covers when this is needed, the RRF process, and the …
- How to create monthly income from mutual funds via SWP
Step-by-step playbook for generating monthly income from mutual fund corpus via Systematic Withdrawal Plan (SWP). Covers corpus sizing, fund selection, …
- How to decide between direct plan and regular plan (mutual fund)
Step-by-step decision framework for choosing between direct plan and regular plan for mutual fund investing in India. Covers the TER difference, the long-term …
- How to decide between growth option and IDCW option (mutual fund)
Step-by-step decision framework for choosing between growth option and IDCW (Income Distribution cum Capital Withdrawal) option for mutual fund investments. …
- How to decide between lump-sum redemption and SWP for cash flow
Step-by-step decision framework for choosing between lump-sum redemption and SWP for cash-flow needs from a mutual fund corpus. Covers tax efficiency, timing …
- How to decide between NFO and an existing scheme
Step-by-step decision framework for choosing between subscribing to a mutual fund NFO and investing in an existing scheme in the same category. Covers …
- How to decide between nominee and will for mutual fund inheritance
Step-by-step decision framework for choosing between nominee registration and will for mutual fund inheritance planning. Covers legal precedence, operational …
- How to decide between SIP and lump-sum for mutual fund investing
Step-by-step decision framework for choosing between SIP (Systematic Investment Plan) and lump-sum subscription for mutual fund investing in India. Covers the …
- How to do CKYC verification for mutual funds in India
Step-by-step procedure for using your existing CKYC (Central KYC) record to onboard to a mutual fund AMC, including locating your 14-digit CKYC number, …
- How to do client KYC as MF distributor
Step-by-step procedure for MF distributors to onboard client KYC. Covers document collection, KRA upload, FATCA, and the digital eKYC route via Aadhaar.
- How to do KYC modification at CAMS or KFin (multi-field update)
Step-by-step procedure for modifying multiple KYC fields (name, address, mobile, email, signature) in a single submission at CAMS or KFin via the KYC Change …
- How to do video KYC for mutual funds (KRA / AMC route)
Step-by-step procedure for completing video KYC (V-CIP) for mutual fund investments in India. Covers the SEBI video-verification framework, the document and …
- How to download a mutual fund Statement of Account (SoA)
Step-by-step procedure for downloading a mutual fund Statement of Account (SoA). Covers AMC portal, RTA portal (CAMS/KFin), MFU, MF Central, and the …
- How to download mutual fund tax statement (capital gains)
Step-by-step procedure for downloading mutual fund tax statement (FY-wise capital gains statement). Covers AMC portal, CAMS/KFin, MFU, MF Central, and the use …
- How to evaluate a mutual fund manager's track record
Step-by-step guide to evaluating a mutual fund manager's track record. Covers tenure, attributable performance, multi-scheme management, AUM trajectory, and the …
- How to evaluate a mutual fund NFO before subscribing
Step-by-step framework for evaluating a mutual fund NFO before subscribing. Covers scheme rationale, AMC track record, fund manager, peer comparison, and the …
- How to exit a mutual fund tax-efficiently
Step-by-step procedure for exiting a mutual fund tax-efficiently. Covers LTCG harvesting under the Rs 1.25 lakh annual exemption, phased exits across FYs, …
- How to file a broker grievance for mutual fund issues
Step-by-step procedure for filing a grievance against a stockbroker for mutual fund issues (Coin, BSE Star MF, NSE MFSS-routed). Covers broker's internal …
- How to file a complaint with the AMC for mutual fund issues
Step-by-step procedure for filing a complaint with the AMC's investor service for mutual fund issues. Covers Investor Service Officer, written complaint, SLA, …
- How to file a SEBI SCORES complaint for mutual fund issues
Step-by-step procedure for filing a SEBI SCORES complaint when AMC / AMFI escalations don't resolve mutual fund issues. Covers SCORES portal registration, …
- How to file AMFI grievance for mutual fund issues
Step-by-step procedure for filing an industry-level grievance with AMFI for mutual fund issues. Covers when to use AMFI vs AMC, the AMFI grievance form, and the …
- How to file an ombudsman complaint for mutual fund (banking-related)
Step-by-step procedure for filing a Banking Ombudsman complaint when bank-related MF issues (NACH mandates, IDCW credit failures, redemption credit issues) …
- How to file an RBI complaint for bank-related mutual fund issues
Step-by-step procedure for filing an RBI Centralised Management System (CMS) complaint for bank-related mutual fund issues. Covers when RBI is the appropriate …
- How to file ITR as NRI with mutual fund holdings
Step-by-step procedure for filing Income Tax Return (ITR) as NRI with Indian mutual fund holdings. Covers form selection, residential status reporting, capital …
- How to file NCDRC / consumer complaint for mutual fund deficiency
Step-by-step procedure for filing a consumer protection complaint (NCDRC / SCDRC / DCDRC) against AMC for service deficiency. Covers Consumer Protection Act …
- How to fill Schedule CG for mutual fund capital gains
Step-by-step procedure for filling Schedule CG in ITR-2 for mutual fund capital gains. Covers each sub-section (A1, A2, B1, B2), data entry from AMC statements, …
- How to fill Schedule OS for mutual fund dividend (IDCW) in ITR
Step-by-step procedure for reporting mutual fund dividend (IDCW) income in Schedule OS of ITR. Covers IDCW as 'Income from Other Sources', Section 194K TDS, and …
- How to fix a failed SIP debit (mutual fund)
Step-by-step procedure for diagnosing and fixing a failed SIP debit on a mutual fund SIP. Covers the common reasons (NSF, mandate lapse, bank issues), the retry …
- How to fix discrepancies in your mutual fund CAS
Step-by-step procedure for resolving discrepancies in a mutual fund CAS. Covers missing folios, wrong transactions, NAV mismatches, capital-gains errors, and …
- How to fix KYC on hold or rejected status (mutual fund)
Step-by-step procedure to diagnose and resolve mutual fund KYC stuck on hold, rejected, or invalid status. Covers the common reasons, the document fix paths, …
- How to generate a Consolidated Account Statement (CAS) for mutual funds
Step-by-step procedure for generating a Consolidated Account Statement (CAS) covering all your mutual fund folios. Covers the CAMS, KFin, and NSDL routes, the …
- How to get mutual fund folio statement for prior FY
Step-by-step procedure for obtaining mutual fund folio statement for a prior FY (1-10 years ago). Covers AMC online archive, RTA portal, and AMC archive request …
- How to get physical copy of mutual fund Statement of Account
Step-by-step procedure for obtaining a physical (hard) copy of mutual fund Statement of Account. Covers AMC request, fees, and when physical copy is needed …
- How to handle a fund house (AMC) acquisition or sponsor change
Step-by-step procedure for handling acquisition of one AMC by another or sponsor change. Covers SEBI's investor protection requirements, exit option, and the …
- How to handle a mutual fund scheme merger or rebranding
Step-by-step procedure for handling a mutual fund scheme merger, name change, or rebranding. Covers AMC notification, exit option, tax-neutrality, and the …
- How to handle a mutual fund unit split
Step-by-step guide to handling a mutual fund unit split (rare AMC action). Covers NAV adjustment, tax neutrality, and the operational implications.
- How to handle a pledge default on mutual fund units
Step-by-step procedure for handling a pledge default scenario on mutual fund units. Covers margin calls, lender's enforcement rights, forced redemption …
- How to handle ARN transfer or AUM transition on distributor death
Step-by-step procedure for handling AMFI ARN transfer or AUM transition when a mutual fund distributor passes away. Covers AMFI procedure, successor …
- How to handle ELSS lock-in expiry
Step-by-step procedure for handling ELSS lock-in expiry. Covers per-tranche unlock logic, hold vs redeem decision, tax treatment, and the rolling-ladder …
- How to handle FMP rollover or maturity
Step-by-step procedure for handling a Fixed Maturity Plan at maturity: rollover (if AMC offers) or maturity payout. Covers decision criteria and reinvestment …
- How to handle foreign mutual fund investments in ITR
Step-by-step procedure for reporting foreign mutual fund holdings (international FoF, direct foreign funds) in ITR. Covers Schedule FA disclosure, debt-mode tax …
- How to handle HUF tax on mutual fund investments
Step-by-step procedure for handling HUF (Hindu Undivided Family) tax on mutual fund investments. Covers separate HUF ITR, capital gains attribution, Section …
- How to handle joint holder death on mutual fund folio
Step-by-step procedure for handling the death of one joint holder on a mutual fund folio. Covers survivorship principle, second-holder transition, and the …
- How to handle MF distributor commission (trail + upfront)
Step-by-step guide for MF distributors to handle commission from AMCs. Covers trail commission mechanics, monthly disbursement, tax treatment, and GST …
- How to handle mutual fund bonus units
Step-by-step guide to handling mutual fund bonus unit issue. Covers NAV adjustment mechanism, tax-neutrality at issue, capital gain implications, and the …
- How to handle mutual fund IDCW tax
Step-by-step guide to handling tax on IDCW (Income Distribution cum Capital Withdrawal) from mutual funds. Covers Section 194K TDS, slab-rate income, ITR …
- How to handle mutual fund trail commission specifically
Step-by-step guide to mutual fund trail commission specifically. Covers SEBI's trail-only model, category-wise rates, lifetime accumulation, and the income …
- How to handle PIO / OCI mutual fund investments
Step-by-step procedure for handling Person of Indian Origin (PIO) / Overseas Citizen of India (OCI) mutual fund investments. Covers eligibility, KYC, account …
- How to handle Section 195 TDS on NRI mutual fund redemptions
Step-by-step procedure for handling Section 195 TDS on NRI mutual fund redemptions and IDCW. Covers default rates, DTAA-reduced rates, AMC's deduction …
- How to handle segregated portfolio (side pocket) units
Step-by-step procedure for handling segregated portfolio (side pocket) units created during a credit event. Covers SEBI mechanism, NAV split, recovery proceeds, …
- How to handle Statement of Account (SoA) errors for mutual fund
Step-by-step procedure for resolving Statement of Account (SoA) errors on mutual fund folios. Covers discrepancy types, AMC's correction process, and escalation …
- How to handle STP tax in ITR (mutual fund)
Step-by-step procedure for reporting STP (Systematic Transfer Plan) transactions in ITR. Covers per-installment capital gain on source, new cost basis for …
- How to handle switch tax in ITR (mutual fund)
Step-by-step procedure for reporting mutual fund switch transactions in ITR. Covers the deemed redemption + subscription mechanics, capital gain computation, …
- How to handle SWP tax in ITR (mutual fund)
Step-by-step procedure for reporting SWP (Systematic Withdrawal Plan) redemptions in ITR. Covers per-installment capital gain computation, FIFO order, and the …
- How to handle the Investment Account Application (IAA) form for MF
Step-by-step procedure for handling the Investment Account Application (IAA) / new folio application form for mutual fund. Covers form components, submission, …
- How to handle trust tax on mutual fund investments
Step-by-step procedure for handling trust tax on mutual fund investments. Covers private trust pass-through (Section 161), indeterminate-beneficiary tax …
- How to handle US / Canada NRI mutual fund investments
Step-by-step procedure for navigating US / Canada NRI mutual fund investment restrictions in India. Covers FATCA compliance, SEC restrictions, AMCs that accept, …
- How to interpret mutual fund yield-to-maturity (YTM)
Step-by-step guide to interpreting yield-to-maturity (YTM) for a debt mutual fund. Covers gross YTM, net YTM after expense, the difference from coupon yield, …
- How to invest in a closed-end mutual fund
Step-by-step procedure for investing in a closed-end mutual fund. Covers NFO subscription, exchange listing, liquidity at premium/discount, and the maturity …
- How to invest in a Fixed Maturity Plan (FMP)
Step-by-step procedure for investing in a Fixed Maturity Plan (FMP) closed-end debt mutual fund. Covers NFO subscription, maturity payout, tax treatment, and …
- How to invest in a gold ETF or gold fund
Step-by-step guide to investing in gold via gold ETF or gold fund-of-fund. Covers structure comparison, demat vs SIP route, tax treatment, and the SGB …
- How to invest in a New Fund Offer (NFO)
Step-by-step procedure for subscribing to a New Fund Offer (NFO). Covers NFO evaluation criteria, subscription channels, allocation, and the cautionary stance …
- How to invest in a Nifty 50 ETF
Step-by-step guide to investing in a Nifty 50 ETF. Covers ETF selection by expense / tracking error / AUM, purchase flow, and the ETF vs index fund choice for …
- How to invest in a Nifty Next 50 ETF
Step-by-step guide to investing in a Nifty Next 50 ETF. Covers ETF selection, Junior Nifty index methodology, and the rotation-into-Nifty-50 mechanic.
- How to invest in a Sensex ETF
Step-by-step guide to investing in a Sensex (BSE 30) ETF. Covers ETF selection, demat purchase flow, and the Sensex vs Nifty 50 choice.
- How to invest in mutual funds as NRI on non-repatriable basis
Step-by-step procedure for investing in Indian mutual funds as NRI on non-repatriable basis. Covers NRO-funded subscription, repatriation restrictions, scheme …
- How to invest in mutual funds as NRI on repatriable basis
Step-by-step procedure for investing in Indian mutual funds as NRI on repatriable basis. Covers NRE-funded subscription, repatriability of proceeds, allowed …
- How to invest via eCAN on MF Utility (MFU)
Step-by-step procedure for setting up and investing via eCAN (electronic Common Account Number) on MF Utility (MFU). Covers eCAN creation, multi-AMC …
- How to link an old mutual fund folio to your PAN
Step-by-step procedure for linking an old (pre-PAN era) mutual fund folio to your current PAN. Covers the AMC linkage process, document requirements, KYC …
- How to link mutual fund folio (SoA) to Aadhaar
Step-by-step procedure for linking mutual fund folio (SoA) to Aadhaar via PAN-Aadhaar framework. Covers the IT portal route and the AMC cascade.
- How to link NRE or NRO bank account to mutual fund folio
Step-by-step procedure for linking an NRE or NRO bank account to a mutual fund folio for an NRI investor. Covers the bank-folio mapping, repatriability …
- How to link PAN to Aadhaar for mutual fund KYC
Step-by-step procedure for linking PAN to Aadhaar via the Income Tax e-Filing portal, required for mutual fund KYC validity. Covers the linking process, the …
- How to manage multiple SIPs in bulk via MFU or MF Central
Step-by-step procedure for managing multiple mutual fund SIPs across AMCs in bulk via MFU (MF Utility) or MF Central. Covers cross-AMC SIP setup, bulk modify / …
- How to merge multiple mutual fund folios (cross-AMC and same-AMC)
Step-by-step procedure for merging mutual fund folios, both within and across AMCs. Covers MFU eCAN aggregation, MF Central unified view, AMC-level …
- How to modify a SWP (Systematic Withdrawal Plan)
Step-by-step procedure for modifying an active SWP. Covers parameter changes (amount, frequency, source scheme), the cancel-and-re-register pattern, and the …
- How to modify an existing SIP amount (mutual fund)
Step-by-step procedure for modifying an existing SIP amount on a mutual fund folio. Covers the standard approach (cancel and re-register), the step-up …
- How to modify an STP (Systematic Transfer Plan)
Step-by-step procedure for modifying an active STP (Systematic Transfer Plan). Covers the cancel-and-re-register pattern, parameter changes (amount, frequency, …
- How to modify the SIP date on an existing mutual fund SIP
Step-by-step procedure for modifying the SIP debit date on an existing mutual fund SIP. Covers the standard cancel-and-re-register flow, mandate continuity, and …
- How to modify the SIP frequency on an existing mutual fund SIP
Step-by-step procedure for modifying the SIP frequency on an existing mutual fund SIP. Covers the cancel-and-re-register flow, mandate compatibility, and the …
- How to onboard an investor as MF distributor
Step-by-step procedure for MF distributors to onboard a new investor from first meeting to first SIP. Covers risk profiling, KYC, scheme selection, transaction …
- How to open a Bandhan Mutual Fund direct investing account
Step-by-step procedure for opening a direct investing account on Bandhan Mutual Fund's AMC portal (formerly IDFC Mutual Fund). Covers KYC, scheme range, and the …
- How to open a DSP Mutual Fund direct investing account
Step-by-step procedure for opening a direct investing account on DSP Mutual Fund's AMC portal. Covers KYC, scheme range, and the DSP heritage from BlackRock JV …
- How to open a Groww mutual fund account
Step-by-step procedure for opening a Groww mutual fund account, including KYC, bank linkage, and first SIP. Covers the Groww app and web flow, …
- How to open a KFin KART account (RTA-direct platform)
Step-by-step procedure for opening a KFin KART account, the unified RTA-direct mutual fund investing platform from KFin Technologies. Covers KYC integration, …
- How to open a Kotak Mutual Fund direct investing account
Step-by-step procedure for opening a direct investing account on Kotak Mutual Fund's AMC portal. Covers KYC, scheme range, and the Kotak Mahindra Bank …
- How to open a Kuvera mutual fund account
Step-by-step procedure for opening a Kuvera account for direct-plan mutual fund investing in India. Covers KYC, family-account linking, goal-based portfolio …
- How to open a Mirae Asset Mutual Fund direct investing account
Step-by-step procedure for opening a direct investing account on Mirae Asset Mutual Fund's AMC portal. Covers KYC, scheme range, and the Korean sponsor …
- How to open a Motilal Oswal Mutual Fund direct investing account
Step-by-step procedure for opening a direct investing account on Motilal Oswal Mutual Fund's AMC portal. Covers KYC, scheme range, and the focused-investing …
- How to open a mutual fund folio for a corporate (Company / Pvt Ltd / Pub Ltd)
Step-by-step procedure for opening a mutual fund folio in the name of a company (Pvt Ltd / Public Ltd / OPC). Covers board resolution, KYC, authorised …
- How to open a mutual fund folio for a minor
Step-by-step procedure for opening a mutual fund folio in a minor's name (under 18). Covers natural guardian / legal guardian authority, KYC, bank linkage, and …
- How to open a mutual fund folio for a trust
Step-by-step procedure for opening a mutual fund folio for a trust (private family trust, public charitable trust). Covers trust deed, trustee authority, KYC, …
- How to open a mutual fund folio for an LLP (Limited Liability Partnership)
Step-by-step procedure for opening a mutual fund folio for an LLP (Limited Liability Partnership). Covers LLP registration, partner authority, KYC, and the tax …
- How to open a mutual fund folio for HUF (Hindu Undivided Family)
Step-by-step procedure for opening a mutual fund folio in the name of a HUF (Hindu Undivided Family). Covers HUF PAN, Karta authority, KYC, bank linkage, and …
- How to open a Nippon India Mutual Fund direct investing account
Step-by-step procedure for opening a direct investing account on Nippon India Mutual Fund's AMC portal. Covers KYC, scheme range, the post-Reliance heritage, …
- How to open a Paytm Money mutual fund account
Step-by-step procedure for opening a Paytm Money mutual fund account, including KYC, bank linkage via Paytm Payments Bank or other banks, and the first SIP …
- How to open a Quant Mutual Fund direct investing account
Step-by-step procedure for opening a direct investing account on Quant Mutual Fund's AMC portal. Covers KYC, scheme range, and the high-active-share …
- How to open a Tata Mutual Fund direct investing account
Step-by-step procedure for opening a direct investing account on Tata Mutual Fund's AMC portal. Covers KYC, scheme range, and the Tata heritage in Indian …
- How to open a UTI Mutual Fund direct investing account
Step-by-step procedure for opening a direct investing account on UTI Mutual Fund's AMC portal. Covers KYC, scheme range, and the UTI heritage as India's first …
- How to open an Aditya Birla Sun Life Mutual Fund direct investing account
Step-by-step procedure for opening a direct investing account on Aditya Birla Sun Life Mutual Fund's AMC portal. Covers KYC, scheme range, and the joint Aditya …
- How to open an Axis Mutual Fund direct investing account
Step-by-step procedure for opening a direct investing account on Axis Mutual Fund's AMC portal. Covers KYC, scheme range, and the Axis Bank ecosystem …
- How to open an Edelweiss Mutual Fund direct investing account
Step-by-step procedure for opening a direct investing account on Edelweiss Mutual Fund's AMC portal. Covers KYC, scheme range, and the international FoF lineup.
- How to open an ET Money mutual fund account
Step-by-step procedure for opening an ET Money account for direct-plan mutual fund investing in India. Covers KYC, expense-tracking link, SmartDeposit liquid …
- How to open an HDFC Mutual Fund direct investing account
Step-by-step procedure for opening a direct investing account on HDFC Mutual Fund's AMC portal. Covers KYC, scheme range, the HDFC Bank advantage, and the …
- How to open an ICICI Prudential Mutual Fund direct investing account
Step-by-step procedure for opening a direct investing account on ICICI Prudential Mutual Fund's AMC portal. Covers KYC, registration, scheme range, and the IPRU …
- How to open an INDmoney mutual fund account
Step-by-step procedure for opening an INDmoney mutual fund account, including KYC, bank linkage, US-stocks bridge, and the multi-asset tracker. Covers the app …
- How to open an MF Central account (cross-RTA unified MF portal)
Step-by-step procedure for opening an MF Central account, the joint CAMS-KFin unified investor service portal. Covers registration, folio aggregation across all …
- How to open an NRI mutual fund account in India
Step-by-step procedure for opening a mutual fund account as an NRI (Non-Resident Indian). Covers documentation, NRE / NRO bank linkage, KYC, FATCA, and the …
- How to open an SBI Mutual Fund direct investing account
Step-by-step procedure for opening a direct investing account on SBI Mutual Fund's AMC portal. Covers the registration flow, KYC integration, the SBI Bank …
- How to pause a mutual fund SIP (temporary suspension)
Step-by-step procedure for pausing a mutual fund SIP temporarily. Covers the SEBI-permitted pause window, the AMC-specific maximum pause duration, mandate …
- How to pick the SIP date for mutual fund SIPs
Step-by-step procedure for choosing the SIP debit date for mutual fund Systematic Investment Plans. Covers salary timing, balance buffer, holiday handling, and …
- How to place a mutual fund redemption (partial or full)
Step-by-step procedure for placing a mutual fund redemption (partial or full). Covers the NAV cut-off, settlement timeline, exit load, bank credit, and tax …
- How to place your first lump-sum mutual fund subscription
Step-by-step procedure for placing your first lump-sum mutual fund subscription in India. Covers minimum amount, payment channels, NAV cut-off rules, and …
- How to plan a child education corpus using mutual funds
Step-by-step playbook for building a child education corpus via mutual funds. Covers corpus sizing for Indian and foreign education, fund selection, glide path, …
- How to plan a child wedding corpus using mutual funds
Step-by-step playbook for building a child wedding corpus via mutual funds. Covers corpus sizing, multi-decade SIP, allocation, glide path, and tax planning.
- How to plan mutual funds for a long-term goal (10+ years)
Step-by-step playbook for selecting and managing mutual funds for long-term goals (10+ years). Covers equity-heavy allocation, fund selection, glide path, and …
- How to plan mutual funds for a medium-term goal (3-7 years)
Step-by-step playbook for selecting and managing mutual funds for medium-term goals (3-7 years). Covers balanced allocation, hybrid funds, glide path, and …
- How to plan mutual funds for a short-term goal (1-3 years)
Step-by-step playbook for selecting and managing mutual funds for short-term goals (1-3 years). Covers debt-heavy allocation, fund category selection, and …
- How to pledge mutual fund units as collateral for a loan
Step-by-step procedure for pledging mutual fund units as collateral for a loan from a bank or NBFC. Covers the lien-marking process, AMC vs CDSL pledge …
- How to re-KYC for mutual funds (upgrade Registered to Validated)
Step-by-step procedure for re-KYC (upgrading from Registered to Validated KYC status) for mutual fund investments. Covers the trigger events, the SEBI …
- How to read a Consolidated Account Statement (CAS) for mutual funds
Step-by-step procedure for reading and interpreting a CAS (Consolidated Account Statement). Covers folio sections, transaction types, balance reconciliation, …
- How to read a Key Information Memorandum (KIM)
Step-by-step guide to reading the SEBI-mandated Key Information Memorandum (KIM) for a mutual fund. Covers core sections, the relationship with SID, and the use …
- How to read a Key Information Memorandum (KIM) for a mutual fund
Step-by-step procedure for reading a mutual fund Key Information Memorandum (KIM). Covers the 2-4 page summary format, key sections, and the comparison with SID …
- How to read a mutual fund annual report
Step-by-step procedure for reading a mutual fund AMC's annual report. Covers scheme-level financials, portfolio attribution, expense analysis, trustee report, …
- How to read a mutual fund factsheet
Step-by-step guide to reading a mutual fund factsheet. Covers performance summary, portfolio composition, sector allocation, expense, fund manager info, and the …
- How to read a mutual fund factsheet (first-time investor)
Step-by-step guide to reading and interpreting a mutual fund factsheet as a first-time investor. Covers the standard SEBI-mandated sections: scheme details, …
- How to read a mutual fund riskometer (first-time investor)
Step-by-step guide to interpreting a mutual fund riskometer as a first-time investor. Covers the SEBI six-level risk scale, the underlying methodology, the …
- How to read a Scheme Information Document (SID)
Step-by-step guide to reading the SEBI-mandated Scheme Information Document (SID) for a mutual fund. Covers scheme objectives, investment strategy, risk …
- How to read a Scheme Information Document (SID) for a mutual fund
Step-by-step procedure for reading and interpreting a mutual fund Scheme Information Document (SID). Covers the mandatory sections, the diligence reading order, …
- How to read a Statement of Additional Information (SAI)
Step-by-step guide to reading the SEBI-mandated Statement of Additional Information (SAI) for a mutual fund AMC. Covers AMC-level disclosures, trustee …
- How to read mutual fund benchmark comparison
Step-by-step guide to reading the benchmark comparison section of a mutual fund factsheet. Covers Tier 1 / Tier 2 benchmarks, TRI vs PRI, alpha, tracking error, …
- How to read mutual fund expense disclosure
Step-by-step guide to reading mutual fund expense disclosure. Covers Total Expense Ratio components, SEBI caps, Direct vs Regular delta, GST, and the impact on …
- How to read mutual fund portfolio disclosure
Step-by-step guide to reading mutual fund portfolio disclosure. Covers top-10 holdings, sector / market-cap allocation, concentration, derivative exposure, and …
- How to read mutual fund riskometer
Step-by-step guide to reading the SEBI-mandated mutual fund riskometer. Covers the six risk levels, methodology, scheme-level vs benchmark-level riskometer, and …
- How to read mutual fund stress test disclosure
Step-by-step guide to reading the SEBI-mandated stress test disclosure for mid- and small-cap mutual funds. Covers liquidity stress, redemption simulation, and …
- How to rebalance your mutual fund portfolio
Step-by-step procedure for rebalancing a mutual fund portfolio. Covers when to rebalance, methods (switch / SWP / fresh allocation), tax-efficient rebalancing, …
- How to reconcile CAS with your individual MF folios
Step-by-step procedure for reconciling a Consolidated Account Statement (CAS) against your individual AMC folio statements. Covers per-folio cross-check, …
- How to reconcile Form 26AS with mutual fund transactions
Step-by-step procedure for reconciling Form 26AS and AIS with your mutual fund transactions before filing ITR. Covers TDS verification, AMC mapping, and …
- How to redeem during mutual fund suspension
Step-by-step procedure for handling redemption when a mutual fund scheme has been suspended or restricted. Covers SEBI's suspension framework, partial windows, …
- How to redeem mutual fund and repatriate proceeds (NRI)
Step-by-step procedure for redeeming Indian mutual funds as NRI and repatriating proceeds. Covers NRE direct repatriation, NRO Form 15CA/CB route, USD 1M/year …
- How to redeem pledged mutual fund units (during pledge or after release)
Step-by-step procedure for redeeming mutual fund units during an active pledge or after pledge release. Covers lender's consent requirement, partial release …
- How to redress folio printing / data error on mutual fund SoA
Step-by-step procedure for resolving folio printing errors or data discrepancies on mutual fund Statement of Account. Covers AMC's records team, KYC alignment, …
- How to register on MF Central as a distributor
Step-by-step procedure for an MF distributor (ARN holder) to register on MF Central platform. Covers ARN linkage, AMC empanelment, and the unified-investor-view …
- How to release a mutual fund pledge after loan repayment
Step-by-step procedure for releasing a mutual fund pledge after loan repayment. Covers lender's NoC, AMC / depository pledge removal, and the verification of …
- How to remove a joint holder from a mutual fund folio
Step-by-step procedure for removing a joint holder from an existing mutual fund folio. Covers consent requirements, AMC documentation, and the operational …
- How to remove nominee from a mutual fund folio
Step-by-step procedure for removing nominee(s) from a mutual fund folio. Covers SEBI's mandatory-nomination-or-opt-out framework, the opt-out declaration, and …
- How to renew a mutual fund SIP after tenure expiry
Step-by-step procedure for renewing a fixed-tenure mutual fund SIP after it has expired or is about to expire. Covers the renewal route, mandate reuse, and the …
- How to renew AMFI ARN (mutual fund distributor)
Step-by-step procedure for renewing AMFI ARN (mutual fund distributor registration). Covers CPE programme, AMFI renewal fee, document submission, and the …
- How to replace a lost mutual fund Statement of Account
Step-by-step procedure for replacing a lost mutual fund Statement of Account (SoA). Covers duplicate request, identity verification, and the AMC's standard …
- How to report mutual fund capital gains in ITR
Step-by-step procedure for reporting mutual fund capital gains in ITR. Covers Schedule CG, LTCG / STCG classification, equity vs debt mode, grandfathering, and …
- How to request folio merge at AMC
Step-by-step procedure for requesting folio merge at AMC to consolidate multiple folios into one. Covers AMC discretion, KYC alignment, and the operational …
- How to request transaction reversal on mutual fund
Step-by-step procedure for requesting reversal of an erroneous mutual fund transaction. Covers when reversal is possible, AMC's discretion, and the …
- How to resume a paused mutual fund SIP
Step-by-step procedure for resuming a paused mutual fund SIP. Covers automatic resumption, manual early resumption, mandate status verification, and the failure …
- How to retrieve transaction history for mutual fund folio
Step-by-step procedure for retrieving complete transaction history of a mutual fund folio. Covers AMC portal, CAMS/KFin, MFU, MF Central, and archival record …
- How to review your mutual fund portfolio annually
Step-by-step procedure for annually reviewing your mutual fund portfolio. Covers XIRR check, asset allocation review, scheme performance vs benchmark, …
- How to revise an ITR with mutual fund corrections
Step-by-step procedure for revising an ITR to correct mutual fund capital gains, dividend, or 80C entries. Covers the revised-return window, original-vs-revised …
- How to save for a home down payment using mutual funds
Step-by-step playbook for saving a home down payment via mutual funds over a 3-7 year horizon. Covers corpus sizing, asset allocation for medium-term goals, …
- How to select a debt mutual fund
Step-by-step playbook for selecting a debt mutual fund. Covers SEBI's 16 debt sub-categories, credit profile, duration, yield-to-maturity, expense ratio, and …
- How to select a flexi-cap mutual fund
Step-by-step playbook for selecting a flexi-cap equity mutual fund. Covers SEBI categorisation, market-cap-agnostic mandate, manager flexibility advantage, and …
- How to select a hybrid mutual fund
Step-by-step playbook for selecting a hybrid mutual fund (aggressive, conservative, balanced advantage, equity savings, arbitrage). Covers each sub-category, …
- How to select a large-cap mutual fund
Step-by-step playbook for selecting a large-cap equity mutual fund. Covers SEBI categorisation, benchmark comparison, expense ratio, fund manager continuity, …
- How to select a liquid mutual fund
Step-by-step playbook for selecting a liquid mutual fund. Covers credit profile, expense ratio, Instant Redemption Facility, yield-to-maturity, and the role as …
- How to select a mid-cap mutual fund
Step-by-step playbook for selecting a mid-cap equity mutual fund. Covers SEBI categorisation, benchmark comparison, drawdown tolerance, fund manager continuity, …
- How to select a multi-cap mutual fund
Step-by-step playbook for selecting a multi-cap equity mutual fund. Covers SEBI's mandatory 25/25/25 allocation, the difference from flexi-cap, and the …
- How to select a small-cap mutual fund
Step-by-step playbook for selecting a small-cap equity mutual fund. Covers SEBI categorisation, liquidity considerations, AUM cap, drawdown profile, and the …
- How to select an ELSS (tax-saver) mutual fund
Step-by-step playbook for selecting an ELSS (equity-linked savings scheme) mutual fund. Covers SEBI categorisation, 3-year lock-in mechanics, scheme selection …
- How to select an index mutual fund
Step-by-step playbook for selecting an index mutual fund. Covers expense ratio comparison, tracking error, index choice (Nifty 50, Nifty Next 50, Nifty 100, …
- How to select an international mutual fund
Step-by-step playbook for selecting an international equity mutual fund. Covers fund-of-fund structure, geography choice, USD-INR currency exposure, RBI LRS …
- How to sell an ETF on NSE
Step-by-step procedure for selling an ETF on NSE / BSE secondary market. Covers limit order placement, iNAV reference, settlement timeline, and the tax …
- How to set off mutual fund capital losses in ITR
Step-by-step procedure for setting off mutual fund capital losses against capital gains in ITR. Covers same-FY offset rules (Section 70/71), short-term vs …
- How to set SIP frequency for mutual fund SIPs (monthly, weekly, quarterly)
Step-by-step procedure for choosing your SIP frequency (daily, weekly, monthly, quarterly) for mutual fund investments. Covers the empirical comparison, …
- How to set up a flexible SIP (variable-amount SIP)
Step-by-step procedure for setting up a flexible SIP (also called Flex SIP or Variable SIP) where the installment amount can be varied month-to-month within a …
- How to set up a UPI Auto-Pay mandate for mutual fund SIPs
Step-by-step procedure for setting up a UPI Auto-Pay mandate for recurring mutual fund SIP debits. Covers the in-app OTP authorisation, ceiling configuration, …
- How to set up step-up SIP (top-up SIP) for mutual funds
Step-by-step procedure for setting up a step-up SIP (also called top-up SIP) that automatically increases the SIP amount annually. Covers the percentage / …
- How to set up STP (Systematic Transfer Plan) for mutual funds
Step-by-step procedure for setting up an STP (Systematic Transfer Plan) in a mutual fund. Covers the staggered-equity-entry use case, source-target scheme …
- How to set up SWP (Systematic Withdrawal Plan) for mutual funds
Step-by-step procedure for setting up an SWP (Systematic Withdrawal Plan) in a mutual fund. Covers the retiree-cash-flow use case, fixed-amount vs fixed-units …
- How to set up your first debt fund investment (India)
Step-by-step procedure for setting up your first debt mutual fund investment in India. Covers debt sub-categories, the post-Finance Act 2023 tax treatment, and …
- How to set up your first ELSS investment (Section 80C tax-saver)
Step-by-step procedure for setting up your first ELSS (Equity Linked Savings Scheme) investment in India. Covers the Section 80C deduction, 3-year lock-in, old …
- How to set up your first equity fund investment (India)
Step-by-step procedure for setting up your first equity mutual fund investment in India. Covers scheme selection within equity categories, plan and option …
- How to set up your first hybrid fund investment (India)
Step-by-step procedure for setting up your first hybrid mutual fund investment in India. Covers aggressive vs balanced advantage vs multi-asset, the …
- How to set up your first index fund investment (India)
Step-by-step procedure for setting up your first index fund investment in India. Covers index selection (Nifty 50, Nifty Next 50, Nifty 500), tracking error, …
- How to set up your first international mutual fund investment (India)
Step-by-step procedure for setting up your first international mutual fund investment from India. Covers FoF route, SEBI foreign-securities cap, currency risk, …
- How to set up your first liquid fund investment (emergency corpus)
Step-by-step procedure for setting up your first liquid fund investment in India. Covers the emergency-corpus use case, instant-redemption framework, comparison …
- How to set your SIP amount from goals (mutual fund)
Step-by-step procedure for deriving your monthly SIP amount from financial goals. Covers the future-value formula, the assumed return, inflation adjustment, and …
- How to start your first SIP (mutual fund) in India
Step-by-step procedure for starting your first SIP (Systematic Investment Plan) in a mutual fund in India. Covers mandate registration, first installment, NAV …
- How to stop a mutual fund SIP (permanent cancellation)
Step-by-step procedure for permanently stopping a mutual fund SIP. Covers the cancellation flow, mandate handling, holdings preservation, and the distinction …
- How to stop a SWP (Systematic Withdrawal Plan)
Step-by-step procedure for stopping an SWP. Covers when to stop (corpus erosion, lower cash need), the residual corpus disposition, and the bear-market …
- How to stop an STP (Systematic Transfer Plan)
Step-by-step procedure for stopping an STP (Systematic Transfer Plan). Covers when to stop early, the residual source-corpus disposition, and the tax-event …
- How to subscribe to a mutual fund NFO (New Fund Offer)
Step-by-step procedure for subscribing to a mutual fund New Fund Offer (NFO). Covers the NFO period, payment, allotment, and the difference between NFO and …
- How to subscribe to an ELSS mutual fund NFO
Step-by-step procedure for subscribing to an ELSS (Equity Linked Savings Scheme) NFO. Covers the 3-year lock-in starting from allotment, Section 80C …
- How to switch between Growth and IDCW option
Step-by-step procedure for switching between Growth and IDCW option for a mutual fund folio. Covers tax-event implications, AMC procedure, and the practical …
- How to switch between mutual fund schemes (intra-AMC switch)
Step-by-step procedure for switching between mutual fund schemes within the same AMC. Covers the deemed-redemption + deemed-subscription mechanics, tax …
- How to switch from direct plan to regular plan (mutual fund)
Step-by-step procedure for switching from direct plan to regular plan in a mutual fund. Covers the rare scenarios where this is genuinely needed, the tax …
- How to take a loan against mutual fund units
Step-by-step procedure for taking a loan against mutual fund units in India. Covers eligibility, LTV calculation, interest rates, tenure, and comparison with …
- How to track allotment of a mutual fund NFO subscription
Step-by-step procedure for tracking allotment status after subscribing to a mutual fund NFO. Covers the 5-working-day SEBI window, confirmation channels, and …
- How to track MF distributor business performance
Step-by-step guide for MF distributors to track business performance. Covers AUM tracking, commission analytics, client retention, and the AMC-side dashboards.
- How to track mutual fund performance vs its benchmark
Step-by-step procedure for tracking a mutual fund's performance against its benchmark. Covers the benchmark identification, return comparison, alpha …
- How to track mutual fund pledge status
Step-by-step procedure for tracking the status of mutual fund unit pledges. Covers AMC SoA verification, demat depository markers, lender's confirmation, and …
- How to track SIP history (mutual fund)
Step-by-step procedure for tracking the complete history of your mutual fund SIPs. Covers platform dashboards, Statement of Account, Consolidated Account …
- How to track TCS on foreign remittance for mutual fund purposes
Step-by-step procedure for tracking and claiming TCS (Tax Collected at Source) on foreign remittance under LRS for mutual fund / investment purposes. Covers TCS …
- How to transition mutual fund folio from minor to major (18th birthday)
Step-by-step procedure for transitioning a mutual fund folio from minor status (guardian-operated) to major status (self-operated) when the holder turns 18. …
- How to transmit mutual fund units after death of the holder
Step-by-step procedure for transmitting mutual fund units after the holder's death. Covers nominee-based transmission, succession-certificate route, …
- How to understand mutual fund Tier 1 and Tier 2 benchmarks
Step-by-step guide to understanding the SEBI Tier 1 / Tier 2 benchmark framework for mutual funds. Covers the 2022 circular, category-wise Tier 1 benchmarks, …
- How to update a NACH mandate (mutual fund SIP)
Step-by-step procedure for updating a NACH eMandate used for mutual fund SIPs. Covers raising the mandate ceiling, changing bank account, the …
- How to update bank mandate on mutual fund folio
Step-by-step procedure for updating the registered bank mandate on mutual fund folios. Covers the AMC-level multiple-bank registration framework, the OCR cheque …
- How to update correspondence address on mutual fund folio
Step-by-step procedure for updating the correspondence address on a mutual fund folio (distinct from KYC address). Covers AMC form, multi-folio coverage, and …
- How to update email address on mutual fund KYC (KRA)
Step-by-step procedure for updating the email registered against your mutual fund KYC in the KRA system. Covers the OTP verification, the KRA modification form, …
- How to update KYC address for mutual funds
Step-by-step procedure for updating your KYC address across mutual fund folios after a residential change, including the documents required, the propagation …
- How to update mobile number on mutual fund KYC (KRA)
Step-by-step procedure for updating the mobile number registered against your mutual fund KYC in the KRA system (CVL, NDML, CAMSKRA, KFinKRA, BSEKRA). Covers …
- How to update multiple nominees on mutual fund folio
Step-by-step procedure for updating multiple nominees with percentage split on a mutual fund folio. Covers SEBI's 3-nominee cap, allocation arithmetic, and AMC …
- How to update name on mutual fund KYC (KRA)
Step-by-step procedure for updating your name on mutual fund KYC at the KRA, typically required after a legal name change (marriage, deed poll, or PAN …
- How to update nominee on mutual fund folio
Step-by-step procedure for updating the nominee on a mutual fund folio. Covers AMC form, multi-nominee allocation, percentage split, and the AMC vs CAMS/KFin …
- How to update residential status on mutual fund folio
Step-by-step procedure for updating residential status on mutual fund folios when transitioning between resident and NRI. Covers KYC modification, bank …
- How to update signature on mutual fund KYC (KRA)
Step-by-step procedure for updating your registered signature on mutual fund KYC and at AMCs. Covers the KRA-level update, the bank-attestation requirement, and …
- How to use an ETF for systematic investment (ETF SIP)
Step-by-step guide to using an ETF for systematic monthly investment. Covers broker-side ETF SIP features, manual monthly purchase, and the ETF vs index-fund …
- How to use instant redemption for liquid mutual funds (IRF)
Step-by-step procedure for using the Instant Redemption Facility (IRF) on liquid mutual funds. Covers SEBI's Rs 50,000 / day cap, the eligibility framework, the …
- How to use mutual fund units as F&O margin collateral
Step-by-step procedure for using mutual fund units as collateral for F&O (futures and options) margin at a broker. Covers margin pledge framework, eligible MF …
- How to use mutual funds as a fixed deposit alternative
Step-by-step playbook for replacing fixed deposits with debt mutual funds. Covers category selection, tax-efficiency math, and the lock-in vs liquidity …
- How to use social media for mutual fund grievance escalation
Step-by-step procedure for using social media (Twitter / LinkedIn) to escalate unresolved mutual fund grievances. Covers AMC's social channels, public …
- How to validate mutual fund folio existence via MITRA
Step-by-step procedure for using MITRA (Mutual fund Investor Tracing and Retrieval Assistance) to validate / find forgotten mutual fund folios. Covers MITRA's …
- How to verify your first mutual fund investment was successful
Step-by-step procedure for verifying your first mutual fund investment was successfully processed. Covers email confirmation, folio statement, bank debit …
- How to access archived PPFAS Annual Unitholders' Meet recordings
Step-by-step guide to finding and navigating the archived recordings of past PPFAS Annual Unitholders' Meets on the PPFAS YouTube channel, covering the …
- How to access the Consolidated Account Statement (CAS) for PPFAS holdings
Step-by-step guide to accessing the monthly Consolidated Account Statement (CAS) that includes PPFAS Mutual Fund holdings, covering the NSDL-issued and …
- How to access the PPFAS YouTube channel and video content
Step-by-step guide to finding, subscribing to, and navigating the official PPFAS Mutual Fund YouTube channel for investor-education videos, Annual Unitholders' …
- How to add or update a nominee on a PPFAS folio
Step-by-step guide to registering, updating, or removing nominees on a PPFAS Mutual Fund folio through selfinvest.ppfas.com, covering up to three nominees with …
- How to cancel a NACH mandate at PPFAS
Step-by-step guide to cancelling a NACH e-mandate (or UPI Autopay mandate) registered against a PPFAS folio through selfinvest.ppfas.com, covering the …
- How to cancel a PPFAS SIP
Step-by-step guide to permanently cancelling a Systematic Investment Plan (SIP) on a PPFAS Mutual Fund scheme through selfinvest.ppfas.com, covering …
- How to complete video KYC for a PPFAS investment
Step-by-step guide to completing the video KYC pathway on selfinvest.ppfas.com for investors who cannot use Aadhaar e-KYC, covering scheduling, document …
- How to compute LTCG on PPFCF with grandfathering
Step-by-step guide to computing Section 112A long-term capital gains on Parag Parikh Flexi Cap Fund (PPFCF) redemptions, covering the grandfathered-cost …
- How to compute slab-rate tax on PPFAS Liquid Fund (post Finance Act 2023)
Step-by-step guide to computing slab-rate capital-gains tax on Parag Parikh Liquid Fund and other PPFAS debt-oriented schemes for investments made on or after 1 …
- How to compute STCG on PPFAS equity schemes
Step-by-step guide to computing Section 111A short-term capital gains on Parag Parikh PPFAS equity-oriented mutual fund redemptions, covering the FIFO …
- How to contact the PPFAS investor desk
Step-by-step guide to contacting the Parag Parikh PPFAS Mutual Fund investor desk for queries, service requests, and complaints, covering email, phone, ISC …
- How to download a PPFAS account statement
Step-by-step guide to downloading account statements for Parag Parikh PPFAS Mutual Fund holdings through selfinvest.ppfas.com, covering the three statement …
- How to download a PPFAS capital-gains statement for ITR
Step-by-step guide to downloading the financial-year capital-gains statement for Parag Parikh PPFAS Mutual Fund holdings through selfinvest.ppfas.com, covering …
- How to download a PPFAS ELSS Section 80C tax-proof certificate
Step-by-step guide to downloading the Section 80C investment proof certificate for Parag Parikh ELSS Tax Saver Fund subscriptions through selfinvest.ppfas.com, …
- How to download AIS and TIS for PPFAS reconciliation
Step-by-step guide to downloading the Annual Information Statement (AIS) and the Taxpayer Information Summary (TIS) from the Income Tax e-filing portal, …
- How to escalate a PPFAS complaint to SEBI SCORES
Step-by-step guide to escalating an unresolved complaint against Parag Parikh PPFAS Mutual Fund to the SEBI SCORES (SEBI Complaints Redress System) portal, …
- How to file a complaint with PPFAS
Step-by-step guide to filing a formal complaint with Parag Parikh PPFAS Mutual Fund through the SEBI-prescribed Investor Grievance Redressal mechanism, covering …
- How to file Schedule 112A in ITR for PPFAS LTCG
Step-by-step guide to filing the ITR-2 or ITR-3 Schedule 112A section for Parag Parikh PPFAS Mutual Fund long-term capital gains, covering the scrip-wise …
- How to file STCG in ITR for PPFAS equity-scheme STCG
Step-by-step guide to reporting Section 111A short-term capital gains from Parag Parikh PPFAS equity-oriented mutual fund redemptions in ITR-2 or ITR-3 Schedule …
- How to find PPFAS press coverage and fund manager interviews
Step-by-step guide to finding press coverage, fund manager interviews, and PPFAS-related articles in Indian financial-media archives, covering Mint, Economic …
- How to follow PPFAS on X (Twitter) and LinkedIn
Step-by-step guide to following the official PPFAS Mutual Fund social media accounts on X (formerly Twitter), LinkedIn, and other platforms, covering account …
- How to interpret PPFAS NAV history charts
Step-by-step guide to downloading and interpreting NAV history data for Parag Parikh PPFAS Mutual Fund schemes, covering the NAV-history download from …
- How to invest in Parag Parikh Liquid Fund (parking surplus)
Step-by-step guide to investing in Parag Parikh Liquid Fund through selfinvest.ppfas.com or the PPFAS CashFlex app for short-term cash parking, covering the …
- How to invest in PPFAS schemes on Zerodha Coin
Step-by-step guide to investing in PPFAS Mutual Fund schemes through Zerodha Coin, the discount-broker direct-plan mutual fund platform, covering account …
- How to invest in PPFAS schemes via Angel One
Buying PPFAS funds on Angel One, the full-service broker, plus the one decision that genuinely differs from pure aggregators: holding units in SoA form versus …
- How to invest in PPFAS schemes via ET Money
Buying PPFAS funds on ET Money, the Times Internet aggregator, plus the editorial layer that distinguishes it from peer platforms and how that interacts with …
- How to invest in PPFAS schemes via Groww
Buying PPFAS mutual fund units on Groww: the practical steps, the gotchas that bite first-time aggregator users, and where Groww differs from going direct via …
- How to invest in PPFAS schemes via INDmoney
Buying PPFAS funds on INDmoney, the multi-asset platform whose real selling point is unifying Indian mutual funds, Indian stocks, US stocks, and savings under …
- How to invest in PPFAS schemes via Kuvera
Buying PPFAS funds on Kuvera, with attention to the goal-tracking and family-portfolio features that distinguish it from peer aggregators, plus the things that …
- How to invest in PPFAS schemes via MF Central
Step-by-step guide to investing in PPFAS Mutual Fund schemes through MF Central, the joint CAMS-KFin investor portal, covering account registration, folio …
- How to invest in PPFAS schemes via MF Utility
Step-by-step guide to investing in PPFAS Mutual Fund schemes through MF Utility (MFU), the AMFI-promoted AMC-consortium transaction platform, covering Common …
- How to invest in PPFAS schemes via Paytm Money
Buying PPFAS funds on Paytm Money, the mutual fund and broking arm of One97 Communications, with attention to where the Paytm-ecosystem UPI integration …
- How to invest in PPFCF lump sum via SelfInvest portal
Step-by-step guide to placing a direct-plan lump-sum purchase order in Parag Parikh Flexi Cap Fund (PPFCF) through selfinvest.ppfas.com, covering scheme and …
- How to link an existing PPFAS folio to SelfInvest
Step-by-step guide to linking a pre-existing PPFAS Mutual Fund folio acquired through a distributor, a third-party platform, or an older direct-mode …
- How to listen to PPFAS podcasts and audio content
Step-by-step guide to finding and listening to Parag Parikh PPFAS Mutual Fund-related podcast appearances on Spotify, Apple Podcasts, JioSaavn, YouTube, and …
- How to modify a PPFAS SIP
Step-by-step guide to modifying an active SIP on a PPFAS Mutual Fund scheme via selfinvest.ppfas.com, covering changes to the per-installment amount, the SIP …
- How to open a PPFAS SelfInvest direct-plan account
Step-by-step guide to opening a direct-plan investor account on selfinvest.ppfas.com, the PPFAS Mutual Fund self-service portal, including PAN registration, OTP …
- How to pause a PPFAS SIP
Step-by-step guide to temporarily pausing a Systematic Investment Plan (SIP) on a PPFAS Mutual Fund scheme through selfinvest.ppfas.com, covering the …
- How to prepare to attend the PPFAS Annual Unitholders' Meet
Step-by-step guide to preparing for attending the Parag Parikh PPFAS Mutual Fund Annual Unitholders' Meet, whether in person or via live stream, covering …
- How to read a PPFAS monthly factsheet
Step-by-step guide to navigating and interpreting the Parag Parikh PPFAS Mutual Fund monthly factsheet, covering the cover page, portfolio composition by …
- How to read PPFAS AUM and net-flow data
Step-by-step guide to finding and interpreting Parag Parikh PPFAS Mutual Fund AUM (Assets Under Management) and net inflow/outflow data through the monthly …
- How to read PPFAS scheme rating reports
Step-by-step guide to finding and interpreting third-party scheme rating reports for Parag Parikh PPFAS Mutual Fund schemes from Value Research Online, …
- How to read PPFCF portfolio-holdings disclosure
Step-by-step guide to interpreting the monthly portfolio-holdings disclosure for Parag Parikh Flexi Cap Fund (PPFCF), covering the SEBI-mandated month-end …
- How to read the PPFAS Annual Letter
Step-by-step guide to accessing and reading the PPFAS Annual Letter, the AMC's deepest annual communication tradition since 2014, covering download access on …
- How to reconcile AIS with the PPFAS capital-gains statement for ITR
Step-by-step guide to reconciling the Annual Information Statement (AIS) entries with the PPFAS-issued capital-gains statement before filing ITR, covering …
- How to redeem PPFAS units via SelfInvest
Step-by-step guide to placing a redemption order in a PPFAS Mutual Fund scheme through selfinvest.ppfas.com, covering full versus partial redemption, amount …
- How to register for the PPFAS Annual Unitholders' Meet in person
Step-by-step guide to registering for in-person attendance at the Parag Parikh PPFAS Mutual Fund Annual Unitholders' Meet, covering the registration window, …
- How to report PPFAS IDCW receipts in ITR
Step-by-step guide to reporting Income Distribution cum Capital Withdrawal (IDCW) receipts from PPFAS Mutual Fund schemes in ITR-2 or ITR-3 Schedule OS, …
- How to set up SIP top-up on a PPFAS scheme
Step-by-step guide to registering an SIP top-up (also called step-up SIP) on a PPFAS Mutual Fund scheme via selfinvest.ppfas.com, covering annual versus …
- How to set up STP from PPFCF to Liquid Fund (and other PPFAS pairs)
Step-by-step guide to registering a Systematic Transfer Plan (STP) between two PPFAS Mutual Fund schemes via selfinvest.ppfas.com, covering …
- How to set up SWP on a PPFAS scheme
Step-by-step guide to registering a Systematic Withdrawal Plan (SWP) on a PPFAS Mutual Fund scheme via selfinvest.ppfas.com, covering source-scheme selection, …
- How to start a PPFCF SIP via SelfInvest portal
Step-by-step guide to registering a Systematic Investment Plan (SIP) in Parag Parikh Flexi Cap Fund through selfinvest.ppfas.com, covering scheme selection, …
- How to start an SIP in Parag Parikh ELSS Tax Saver Fund
Step-by-step guide to registering a Systematic Investment Plan in Parag Parikh ELSS Tax Saver Fund through selfinvest.ppfas.com, covering the Rs 500 minimum, …
- How to submit questions for the PPFAS Annual Unitholders' Meet
Step-by-step guide to submitting questions for the PPFAS Annual Unitholders' Meet Q&A session, covering the pre-event question-submission channels, the …
- How to switch between PPFAS schemes
Step-by-step guide to switching between Parag Parikh PPFAS Mutual Fund schemes via selfinvest.ppfas.com, covering source and destination scheme selection, the …
- How to switch from PPFAS regular plan to direct plan
Step-by-step guide to switching units in a PPFAS Mutual Fund scheme from the regular plan to the direct plan through selfinvest.ppfas.com, covering the …
- How to transmit PPFAS units on a unit holder's death
Step-by-step guide to the transmission process for Parag Parikh PPFAS Mutual Fund units following the death of a unit holder, covering the three scenarios …
- How to update bank account on a PPFAS folio
Step-by-step guide to updating the registered bank account on a Parag Parikh PPFAS Mutual Fund folio through selfinvest.ppfas.com, covering documentary proof …
- How to use Bollinger Bands on Kite
Step-by-step guide to applying Bollinger Bands on Zerodha Kite charts, configuring the period and standard-deviation multiplier, reading band expansion, …
- How to use Fibonacci retracements on Kite
Step-by-step guide to applying Fibonacci retracements on Zerodha Kite charts, choosing the swing high and swing low, reading the standard ratios (23.6%, 38.2%, …
- How to use MACD on Kite
Step-by-step guide to applying Moving Average Convergence Divergence (MACD) on Zerodha Kite charts, reading the MACD line, signal line, and histogram, and …
- How to use RSI on Kite
Step-by-step guide to applying the Relative Strength Index (RSI) on Zerodha Kite charts, choosing the period, interpreting overbought/oversold zones and …
- How to use Supertrend on Kite
Step-by-step guide to adding the Supertrend indicator on Zerodha Kite charts (both ChartIQ and TradingView engines), choosing the ATR period and multiplier, …
- How to use the PPFAS Liquid Fund Instant Access Facility
Step-by-step guide to using the T+0 Instant Access Facility (IAF) for emergency redemption from Parag Parikh Liquid Fund via selfinvest.ppfas.com or the PPFAS …
- How to use the SEBI ODR mechanism for PPFAS disputes
Step-by-step guide to using the SEBI Online Dispute Resolution (smartODR) mechanism for disputes involving Parag Parikh PPFAS Mutual Fund, covering the smartODR …
- How to use VWAP on Kite
Step-by-step guide to applying Volume Weighted Average Price (VWAP) on Zerodha Kite charts, choosing between session and anchored VWAP, and using the indicator …
- How to watch the PPFAS Annual Unitholders' Meet livestream
Step-by-step guide to watching the live broadcast of the Parag Parikh PPFAS Mutual Fund Annual Unitholders' Meet (AUM) on the PPFAS YouTube channel, covering …
- How to activate commodity segment on Zerodha
Step-by-step guide to activating the MCX commodity segment on Zerodha, covering income proof, the separate commodity account, and brokerage applicable to …
- How to activate currency segment on Zerodha
Step-by-step guide to enabling the currency derivatives segment on Zerodha for trading USD/INR, EUR/INR, GBP/INR, and JPY/INR futures and options on NSE and …
- How to activate F&O segment on Zerodha
Step-by-step guide to activating the futures and options (F&O) segment on a Zerodha account, including income proof requirements and the activation timeline.
- How to add a joint holder to a Zerodha demat account (limitations)
Explains whether it is possible to add a joint holder to an existing Zerodha demat account, SEBI and CDSL limitations, and the correct alternative approaches …
- How to add a nominee on Zerodha
Guide to adding a nominee to a Zerodha demat and trading account online through Console or Kite, covering SEBI mandate, nominee details required, and e-sign …
- How to add and customise alerts on Kite
Step-by-step guide to creating, editing and deleting price and technical alerts on Zerodha Kite, covering both the marketwatch alert panel and chart-based alert …
- How to apply at the cut-off price in an IPO on Zerodha
Step-by-step guide to applying at the cut-off price in an IPO on Zerodha Kite, explaining what cut-off means, why retail investors use it, and how the mandate …
- How to apply for a Mainboard IPO on Zerodha
Step-by-step guide to applying for a SEBI-regulated mainboard Initial Public Offering through Zerodha using the UPI ASBA mechanism.
- How to apply for an SME IPO on Zerodha
Step-by-step guide to applying for a Small and Medium Enterprise IPO on NSE Emerge or BSE SME through Zerodha, including SME-specific eligibility and allotment …
- How to apply for multiple IPOs in one day on Zerodha
Step-by-step guide to applying for two or more IPOs that are open simultaneously through Zerodha, covering mandate management, bank balance requirements, and …
- How to apply under the employee category in an IPO on Zerodha
Step-by-step guide to applying for an IPO under the employee reservation portion on Zerodha Kite, including eligibility conditions, documentation, and discount …
- How to apply under the shareholder category in an IPO on Zerodha
Step-by-step guide to applying for an IPO under the shareholder reservation portion on Zerodha Kite, including eligibility conditions, record date, and …
- How to approve a UPI IPO mandate on Amazon Pay
Step-by-step guide to finding and authorising a Block Funds for IPO mandate request in Amazon Pay for an IPO application made through any Indian broker.
- How to approve a UPI IPO mandate on BHIM
Step-by-step guide to finding and authorising a Block Funds for IPO mandate request in the BHIM UPI app for an IPO application made through any Indian broker.
- How to approve a UPI IPO mandate on Google Pay
Step-by-step guide to finding and authorising a Block Funds for IPO mandate request in Google Pay (GPay) for an IPO application made through any Indian broker.
- How to approve a UPI IPO mandate on Paytm
Step-by-step guide to finding and authorising a Block Funds for IPO mandate request in the Paytm app for an IPO application made through any Indian broker.
- How to approve a UPI IPO mandate on PhonePe
Step-by-step guide to finding and authorising a Block Funds for IPO mandate request in PhonePe for an IPO application made through any Indian broker.
- How to approve a UPI IPO mandate on the bank's own UPI app
Step-by-step guide to finding and authorising a Block Funds for IPO mandate request in a bank's own UPI application (SBI YONO, HDFC PayZapp, ICICI iMobile, Axis …
- How to approve a UPI IPO mandate on WhatsApp Pay
Step-by-step guide to finding and authorising a Block Funds for IPO mandate request in WhatsApp Pay for an IPO application made through any Indian broker, …
- How to authenticate Kite Connect with TOTP automation
Step-by-step guide to automating the Kite Connect daily login using pyotp and requests, eliminating the manual browser step so your algo trading scripts can …
- How to backtest a strategy on Streak
Step-by-step guide to defining, running, and interpreting a backtest on Streak, the algo-strategy platform integrated with Zerodha Kite.
- How to build an options strategy on Sensibull
Step-by-step guide to constructing, analysing, and saving multi-leg options strategies using Sensibull's strategy builder, payoff charts, and Greeks dashboard.
- How to buy your first mutual fund on Coin
Step-by-step guide to purchasing your first direct mutual fund unit on Zerodha Coin: account prerequisites, scheme selection, payment, and post-purchase …
- How to calculate margin using the Zerodha SPAN calculator
Step-by-step guide to using Zerodha's SPAN margin calculator to estimate futures and options margin before placing any trade.
- How to cancel a pending order on Kite
Step-by-step guide to cancelling an open or trigger-pending order on Zerodha Kite, including single order cancellation, bulk cancellation and GTT cancellation.
- How to change your bank IFSC after a merger on Zerodha
Step-by-step guide to updating a bank account IFSC code on Zerodha after a bank merger (such as the Lakshmi Vilas Bank merger with DBS or HDFC-HDFC Bank), …
- How to change your email address on Zerodha
Step-by-step guide to updating the email address linked to your Zerodha trading and demat account, covering the Console flow, verification steps, KRA …
- How to change your mobile number on Zerodha
Step-by-step guide to updating the mobile number linked to your Zerodha trading and demat account, including CDSL registration, the Zerodha support flow, and …
- How to check IPO allotment status on the registrar's site
Step-by-step guide to checking IPO allotment status directly on the registrar's portal: KFin Technologies, Link Intime, Bigshare Services, Cameo Corporate …
- How to check IPO allotment status via BSE and NSE
Step-by-step guide to checking IPO allotment status on the BSE investor services portal and the NSE IPO allotment portal, including when results are available …
- How to claim mutual fund dividends on Coin
Step-by-step guide to receiving mutual fund dividend (IDCW) payouts on Zerodha Coin: IDCW plan mechanics, bank account registration, tax deducted at source, and …
- How to claim unclaimed dividends through IEPF via Zerodha
Step-by-step guide to reclaiming unclaimed dividends and shares transferred to the Investor Education and Protection Fund (IEPF) in India, including Form …
- How to close a Zerodha account
Step-by-step guide to closing a Zerodha demat and trading account, covering the online form, demat closure options, outstanding balance settlement, and …
- How to compute dividend tax on Zerodha
Step-by-step guide to identifying dividend income from Zerodha holdings and Coin mutual funds, computing the taxable dividend, reporting it under the income …
- How to compute LTCG with grandfathering on Zerodha
Step-by-step guide to applying the grandfathering rule for long-term capital gains on listed equity held before 31 January 2018, using Zerodha Console data and …
- How to convert CNC to MIS on Kite
Step-by-step guide to converting an equity delivery (CNC) position to an intraday (MIS) position on Zerodha Kite, and understanding when and why this is done.
- How to convert MIS to CNC before square-off on Kite
Step-by-step guide to converting an intraday MIS equity position to a CNC delivery position on Zerodha Kite before the auto square-off time of 3:20 PM IST.
- How to convert physical shares to demat via Zerodha
Step-by-step guide to dematerialising physical share certificates through Zerodha's CDSL demat account, covering the Dematerialisation Request Form (DRF), RTA …
- How to convert PoA to DDPI on Zerodha
How to convert an existing Power of Attorney (PoA) to the new Demat Debit and Pledge Instruction (DDPI) on Zerodha, complying with the 2022 SEBI framework.
- How to dematerialise mutual fund SoA holdings
Step-by-step guide to converting mutual fund units held in Statement of Account (SoA) form to demat form and consolidating them into a Zerodha CDSL demat …
- How to deploy a Streak strategy on Zerodha
Step-by-step guide to taking a Streak algo strategy from backtest to live deployment on a Zerodha account, covering Kite Connect authorisation, position sizing, …
- How to do a closure-cum-transfer of holdings at Zerodha
Step-by-step guide to closing a Zerodha demat and trading account while simultaneously transferring all holdings to another demat account using the …
- How to do a lump-sum mutual fund purchase on Coin
Step-by-step guide to making a one-time lump-sum mutual fund investment on Zerodha Coin: scheme selection, amount entry, payment, NAV cut-off rules, and unit …
- How to do a transmission of shares at Zerodha (death of holder)
Step-by-step guide to transmitting shares held in a Zerodha demat account to a nominee or legal heir after the death of the account holder, covering CDSL …
- How to do an off-market transfer to a family member via Zerodha
Step-by-step guide to transferring equity shares from your Zerodha demat account to a family member's demat account using CDSL Easiest, including gift tax, …
- How to do BTST on Zerodha
Step-by-step guide to executing a Buy Today Sell Tomorrow (BTST) trade on Zerodha Kite, covering the mechanics, settlement risk, short delivery and applicable …
- How to do tax-loss harvesting on Zerodha at year-end
Step-by-step guide to identifying unrealised losses in Zerodha holdings, executing tax-loss harvesting trades before 31 March, and reporting harvested losses in …
- How to do Zerodha IPV (in-person verification) via video
Step-by-step guide to completing Zerodha's mandatory video in-person verification (IPV) during account opening, including camera setup and common failure fixes.
- How to download a Coin mutual fund statement
Step-by-step guide to downloading your mutual fund account statement from Zerodha Coin: Console portfolio statement, CAMS CAS, KFintech CAS, and NSDL/CDSL demat …
- How to download Form 26AS-matching reports on Zerodha
Step-by-step guide to downloading the Zerodha Tax P&L and capital gains statement, cross-matching them with Form 26AS and AIS on the income tax portal, and …
- How to download the capital gains statement on Zerodha
Step-by-step guide to downloading the structured capital gains statement from Zerodha Console for equity delivery trades, including Finance Act 2024 rate …
- How to download the Tax P&L statement from Zerodha Console
Step-by-step guide to downloading the Tax Profit and Loss statement from Zerodha Console for a financial year, including scrip-level breakdowns for ITR filing.
- How to enable nudges and the F&O kill switch on Zerodha
Step-by-step guide to enabling SEBI-mandated Kite nudges for F&O trading and activating the F&O kill switch to disable derivatives trading on your Zerodha …
- How to exit a multi-leg F&O position on Zerodha
Step-by-step guide to cleanly closing all legs of a multi-leg options or futures position on Zerodha Kite, including basket exit, individual leg exit, and …
- How to file ITR-2 with Zerodha capital gains
Step-by-step guide to filing ITR-2 for AY 2025-26 using the capital gains statement downloaded from Zerodha Console, covering Schedule CG, Schedule 112A, and …
- How to file ITR-3 with Zerodha F&O turnover
Step-by-step guide to filing ITR-3 for AY 2025-26 using Zerodha Console Tax P&L data, covering F&O turnover computation, Schedule BP, set-off of business …
- How to generate a Kite Connect API key
Step-by-step guide to registering a Kite Connect app and obtaining your api_key and api_secret from the Zerodha developer console at kite.trade.
- How to generate the request_token and access_token on Kite Connect
Step-by-step guide to completing the Kite Connect OAuth login flow, building the login URL, capturing the request_token, and exchanging it for a session …
- How to handle an IPO UPI mandate timeout
Step-by-step guide to diagnosing and resolving a UPI mandate timeout in an IPO application: what causes it, how to identify it, and how to recover the bid …
- How to handle freeze quantity on F&O
Explains what the NSE and BSE F&O freeze quantity limit is, how to find the current limit for each contract, and how to place orders above the freeze quantity …
- How to import existing mutual funds into Coin
Step-by-step guide to importing externally held mutual fund units into Zerodha Coin: demat re-materialisation, the CAS-based import flow, and what changes after …
- How to interpret the margin shortfall SMS on Zerodha
Explains every field in the Zerodha margin shortfall SMS and email notification, what immediate action to take, and how to prevent recurring shortfalls.
- How to invest in an index fund via Coin
Step-by-step guide to investing in index mutual funds on Zerodha Coin: index fund vs. ETF, selecting a benchmark, tracking error, lump-sum and SIP modes, and …
- How to invest in ELSS via Coin
Step-by-step guide to investing in Equity Linked Savings Schemes (ELSS) on Zerodha Coin: Section 80C deduction, 3-year lock-in, lump-sum and SIP modes, and …
- How to invest in liquid funds via Coin
Step-by-step guide to investing in liquid mutual funds on Zerodha Coin: fund selection, cut-off times, same-day NAV rules, instant redemption, and use cases …
- How to invest in NPS via Coin
Step-by-step guide to opening and investing in the National Pension System (NPS) through Zerodha Coin: account types, asset class allocation, tax benefits under …
- How to merge two demat accounts on Zerodha
Explains whether merging two demat accounts is possible at Zerodha, SEBI and CDSL limitations, and the correct procedure to consolidate holdings from multiple …
- How to migrate from Pi bridge to Kite Connect
Step-by-step migration guide for traders moving from the discontinued Zerodha Pi Excel/AFL bridge to the Kite Connect REST API, covering API equivalents, code …
- How to modify a pending order on Kite
Step-by-step guide to modifying an open or trigger-pending order on Zerodha Kite, including changing price, quantity and trigger price, and understanding queue …
- How to modify an IPO bid on Zerodha
Step-by-step guide to modifying an existing IPO bid on Zerodha Kite: changing quantity, price, or UPI ID before the bid window closes.
- How to modify SIP amount or date on Coin
Step-by-step guide to changing the instalment amount or debit date of an existing SIP on Zerodha Coin, including mandate update requirements and what to do when …
- How to opt out of nomination on Zerodha
How to formally declare the opt-out of nomination for a Zerodha demat account to comply with SEBI requirements and avoid account freeze, using Aadhaar e-sign.
- How to paper-trade a Streak strategy
Step-by-step guide to running a Streak algorithmic strategy in paper-trading mode on Zerodha, interpreting simulated results, and deciding when to transition to …
- How to participate in an auction trade on Zerodha
Step-by-step guide to participating in NSE/BSE close-out auctions on Zerodha Kite when you have a short delivery position or want to sell shares in the auction …
- How to pause or cancel an SIP on Coin
Step-by-step guide to pausing or permanently cancelling a Systematic Investment Plan on Zerodha Coin: timing rules, mandate cancellation, and impact on existing …
- How to physically settle an in-the-money option
Explains the physical settlement process for in-the-money stock options on NSE, what obligations arise, how Zerodha handles delivery margin, and what to do if …
- How to place a basket order on Kite
Step-by-step guide to placing a basket order on Zerodha Kite, covering the basket creation, adding multiple instruments, order types per leg and one-click …
- How to place a GTT order on Kite
Step-by-step guide to placing a Good Till Triggered (GTT) order on Zerodha Kite, covering single and OCO trigger types, conditions and management.
- How to place a limit order on Kite
Step-by-step guide to placing a limit order on Zerodha Kite for equity and F&O, covering price entry, validity, partial fills and modification.
- How to place a market order on Kite
Step-by-step guide to placing a market order on Zerodha Kite for equity and F&O, covering the order ticket, exchange selection, slippage risks and verification.
- How to place an AMO on Kite
Step-by-step guide to placing an After Market Order (AMO) on Zerodha Kite outside regular trading hours, covering the AMO window, supported order types and …
- How to place an iceberg order on Kite
Step-by-step guide to placing an iceberg order on Zerodha Kite, covering total quantity, disclosed quantity legs, leg size and the order book display.
- How to place an order via the Kite Connect REST API
Step-by-step guide to placing equity, F&O, and commodity orders through the Kite Connect REST API using the kiteconnect Python SDK, including order types, …
- How to place an SL order on Kite
Step-by-step guide to placing a Stop-Loss (SL) limit order on Zerodha Kite, covering the trigger price, limit price, order book status and common errors.
- How to place an SL-M order on Kite
Step-by-step guide to placing a Stop-Loss Market (SL-M) order on Zerodha Kite, covering the trigger price, execution mechanics and when to prefer SL-M over SL.
- How to place your first equity buy order on Kite
Step-by-step guide for first-time investors on placing an equity buy order on Zerodha Kite, covering the order ticket, product codes CNC and MIS, and order …
- How to pledge mutual funds for margin on Zerodha
Step-by-step guide to pledging demat-held mutual fund units as collateral margin on Zerodha: eligible funds, haircut, re-pledge flow, and risks of margin …
- How to re-KYC an existing Zerodha account
Step-by-step guide to completing a KYC renewal (re-KYC) for an existing Zerodha account, including why it is required, documents needed, and the online …
- How to reactivate a dormant Zerodha account
Step-by-step guide to reactivating a dormant or inactive Zerodha trading and demat account, including the re-KYC process, documents required, and expected …
- How to read option Greeks on Kite
Step-by-step guide to finding, reading, and applying Delta, Gamma, Theta, and Vega displayed in the Zerodha Kite options chain and order flow interface.
- How to read the Kite order book
A guide to understanding every column and status in the Zerodha Kite order book, covering order ID, status transitions, filled quantities and order history.
- How to read the Kite trade book
A guide to understanding every column in the Zerodha Kite trade book, covering trade ID, executed price, quantity, exchange trade confirmation and P&L …
- How to redeem a mutual fund on Coin
Step-by-step guide to redeeming mutual fund units on Zerodha Coin: CDSL TPIN authorisation, full or partial redemption, cut-off times, and payout timelines.
- How to release blocked IPO funds after non-allotment
Step-by-step guide to understanding, tracking, and if necessary expediting the release of UPI ASBA lien blocks after an IPO application does not result in an …
- How to renew a Kite Connect subscription
Step-by-step guide to renewing or reactivating a lapsed Kite Connect subscription, understanding the billing cycle, and avoiding API downtime caused by …
- How to report intraday speculative income in ITR-3
Step-by-step guide to declaring intraday equity trading income as speculative business income in ITR-3, including Schedule BP entries, turnover computation, …
- How to request a CMR / CML from Zerodha
Step-by-step guide to downloading or requesting a Client Master Report (CMR) or Client Master List (CML) from Zerodha for use in mutual fund conversions, IEPF …
- How to request a duplicate contract note from Zerodha
Step-by-step guide to obtaining a duplicate or historical contract note from Zerodha for tax filing, audit, or dispute resolution purposes, including the …
- How to scan stocks on Streak
Step-by-step guide to using Streak's stock scanner to identify equities meeting custom technical conditions, configuring scanner parameters, and acting on scan …
- How to set up an SIP via UPI autopay on Coin
Step-by-step guide to registering a UPI autopay mandate for a Systematic Investment Plan on Zerodha Coin: e-mandate creation, approval in UPI app, limits, and …
- How to short-sell intraday on Zerodha
Step-by-step guide to executing an intraday short-sell trade on Zerodha Kite using MIS product code, covering the order ticket, margin, auto square-off and …
- How to sign DDPI on Zerodha
Guide to signing the Demat Debit and Pledge Instruction (DDPI) on Zerodha to enable smooth securities sell orders without per-transaction CDSL TPIN or eDIS …
- How to start an SIP on Coin
Step-by-step guide to setting up a Systematic Investment Plan (SIP) on Zerodha Coin: scheme selection, instalment amount, frequency, mandate registration, and …
- How to stream live ticks via Kite WebSocket
Step-by-step guide to subscribing to real-time market data ticks using the Kite Connect WebSocket (KiteTicker) in Python, including connection management, …
- How to subscribe to a smallcase on Zerodha
Step-by-step guide to browsing the smallcase marketplace, selecting a basket, subscribing to a creator's plan, and making your first investment through a …
- How to switch a mutual fund on Coin
Step-by-step guide to switching from one mutual fund scheme to another on Zerodha Coin: same-AMC restrictions, CDSL TPIN, cut-off times, and tax treatment.
- How to switch from regular to direct mutual fund via Coin
Step-by-step guide to migrating your regular plan mutual fund holdings into direct plans on Zerodha Coin: the switch mechanism, tax consequences, and …
- How to trade options on Kite (first time)
Step-by-step guide for first-time options traders on Zerodha Kite: finding a contract, reading the order form, buying and selling options, and managing the …
- How to trade USDINR futures on Zerodha
Step-by-step guide to opening, managing, and closing a USDINR currency futures position on Zerodha Kite, covering activation, margin, contract specs, and …
- How to transfer shares from another broker to Zerodha (CDSL Easiest)
Step-by-step guide to transferring equity shares from any CDSL depository participant to Zerodha using the CDSL Easiest online off-market transfer facility.
- How to transfer shares from Zerodha to another broker
Step-by-step guide to transferring equity shares out of Zerodha to another depository participant using CDSL Easiest, including charges, DDPI requirements, and …
- How to understand peak margin penalty
Explains the SEBI peak margin reporting framework, how the four intraday snapshots work, what triggers a shortfall penalty, and how to avoid it on Zerodha.
- How to update a nominee on Zerodha
Step-by-step guide to changing or updating a nominee on a Zerodha demat account, including editing nominee details, reallocating percentages, and re-signing via …
- How to update your address on Zerodha (KRA)
Step-by-step guide to updating the registered address on a Zerodha account through the SEBI KRA (KYC Registration Agency) framework, covering the online …
- How to update your signature on Zerodha
Step-by-step guide to updating the specimen signature on a Zerodha trading and demat account, covering the offline form submission process, CDSL update, and …
- How to upload signature and photo for Zerodha
How to prepare and upload a signature and photograph for Zerodha account opening or KYC update, with file format, size, and quality requirements.
- How to use options payoff charts on Sensibull
Step-by-step guide to reading Sensibull's payoff chart, interpreting breakeven points and maximum profit/loss zones, and using the chart to compare strategy …
- How to use postback URLs on Kite Connect
Step-by-step guide to configuring and handling Kite Connect postback URLs so your server receives real-time order update notifications without polling the …
- How to use Sensibull's options strategy builder
Step-by-step guide to constructing multi-leg options strategies on Sensibull, reading payoff diagrams, analysing Greeks, and placing the strategy through a …
- How to use Sentinel for cloud-based alerts on Zerodha
Step-by-step guide to using Zerodha Sentinel for multi-condition, technical indicator and persistent cloud-based alerts that fire even when Kite is closed.
- How to use the basket order for multi-leg options on Kite
Step-by-step guide to building and submitting a basket order on Zerodha Kite to execute all legs of a multi-leg options strategy simultaneously.
- How to use the marketwatch on Kite
Step-by-step guide to using the Kite marketwatch for managing watchlists, adding instruments, customising columns, reading market depth and setting alerts.
- How to use the options chain on Kite
Step-by-step guide to reading and using the Zerodha Kite options chain to identify strikes, analyse open interest, and place options orders efficiently.
- How to use the Quicko integration on Zerodha Console
Step-by-step guide to connecting Zerodha Console to Quicko, importing trading data automatically, reviewing capital gains and F&O income, and filing ITR-2 or …
- How to use Tickertape stock screener with Zerodha
Step-by-step guide to building a custom stock screen on Tickertape, interpreting results, and acting on shortlisted stocks through a Zerodha account via Kite.
- How to view holdings on Kite vs Console
A guide to viewing your equity holdings on Zerodha Kite and Zerodha Console, understanding what each platform shows, and how to reconcile them with your demat …
- How to withdraw an IPO bid on Zerodha
Step-by-step guide to withdrawing an IPO bid on Zerodha Kite before the bid window closes, including the lien-release timeline and what happens to the UPI …
- How to write a basic Python script using kiteconnect
End-to-end guide to writing your first Python script with the kiteconnect SDK: installing the package, authenticating, fetching portfolio data, and placing a …
- How to apply for an IPO on the Zerodha Kite mobile app
Step-by-step guide to applying for an Initial Public Offering on the Zerodha Kite mobile app for Android and iOS, including the touch-driven Bids → IPO.
- How to apply for an IPO on Zerodha Console (legacy)
Step-by-step guide to the legacy Zerodha Console route for IPO applications at console.zerodha.com → Portfolio → IPO.
- How to apply for an IPO on Zerodha Kite (web)
Step-by-step guide to applying for an Initial Public Offering on Zerodha's Kite web platform at kite.zerodha.com.
- How to approve a UPI mandate for an IPO application
Step-by-step guide to approving the UPI mandate that funds an IPO application: the generic flow that applies on every UPI app, followed by app-specific.
- How to check IPO allotment status on Zerodha
Step-by-step guide to checking your IPO allotment status across four channels: Zerodha Kite, the registrar's portal (KFin / Link Intime), the BSE and NSE.
- How to modify or withdraw an IPO bid on Zerodha
Step-by-step guide to modifying or withdrawing an in-progress IPO bid on Zerodha Kite (web or mobile app) before the bid window closes.