Guides
A growing collection of how-to guides and reference notes.
- Custodial Participant (CP) code
Stub article on Custodial Participant (CP) code. A full encyclopedic entry is pending.
- Clients of Special Category (CSC)
Clients of Special Category (CSC) are higher-risk client types under PMLA, including PEPs, NGOs, trusts and HNIs, who must submit income proof at Zerodha.
- CKYC number explained: the 14-digit CKYC Identifier
The CKYC number is the 14-digit KYC Identification Number that CERSAI issues once your KYC is filed with the Central KYC Records Registry. Here is where to find it.
- CERSAI
Stub article on CERSAI. A full encyclopedic entry is pending.
- CDSL TPIN
Stub article on CDSL TPIN. A full encyclopedic entry is pending.
- CDSL easiest
Stub article on CDSL easiest. A full encyclopedic entry is pending.
- BSE revised transaction charges and the true-to-label circular
BSE's equity-cash and derivatives transaction-charge slabs, the uniform-charge revision of 1 October 2024 under SEBI's true-to-label circular, what BSE levies now, and how it compares to NSE.
- Banking Regulation Act, 1949
Stub article on Banking Regulation Act, 1949. A full encyclopedic entry is pending.
- Authy
Stub article on Authy. A full encyclopedic entry is pending.
- Zerodha NRI PIS vs non-PIS account
How the RBI Portfolio Investment Scheme (PIS) account differs from the non-PIS (NRO) account at Zerodha: NRE/NRO linkage, segments allowed, repatriation, reporting and brokerage.
- Zerodha F&O charges
Stub article on Zerodha F&O charges. A full encyclopedic entry is pending.
- Zerodha currency (CDS) brokerage and charges
What a Zerodha currency derivatives trade costs: brokerage, NSE and BSE transaction charges, no STT, SEBI fee, stamp duty, GST.
- Zerodha commodity brokerage and charges (MCX)
Zerodha charges Rs 20 flat on MCX commodity options and the lower of 0.03 per cent or Rs 20 on futures. Full CTT, transaction, and cost breakdown.
- Why Zerodha collects PAN and Aadhaar through DigiLocker
What DigiLocker is, why Zerodha pulls your PAN and a digitally signed Aadhaar through it during account opening, what data is actually shared, the consent model, and how it differs from Aadhaar OTP eKYC.
- Why the DP charge does not appear on the contract note
The contract note records trade-level charges. The DP charge of Rs 15.34 per scrip is a depository charge on the demat debit, so it is posted to the funds ledger, not the contract note.
- Why a Zerodha account application is rejected or put on hold
The documented reasons a Zerodha account-opening application is rejected or put on hold, from PAN-name mismatch to signature, IPV, bank-proof and PAN-Aadhaar issues, and the remedy for each.
- What details Zerodha collects when you open an account, and why
Every data point Zerodha collects at account opening, from PAN and Aadhaar to income, occupation, FATCA and PEP status, with the SEBI, PMLA and KYC basis for each and how it is stored and shared.
- Video KYC
Stub article on Video KYC. A full encyclopedic entry is pending.
- Trading account
Stub article on Trading account. The full encyclopedic entry is pending.
- Total expense ratio
Stub article on the total expense ratio (TER), the annual cost charged by a mutual fund scheme under SEBI Regulation 52. A full encyclopedic entry is pending.
- The Re 1 penny drop refund from Zerodha explained
During account opening Zerodha credits about Re 1 to a new client's bank account and pulls it back: a penny drop bank verification, not a charge.
- Term insurance
Stub article on term insurance in India, the IRDAI-regulated pure life cover that pays a sum assured on death within the policy term. A full encyclopedic entry is pending.
- T+1 settlement cycle
Stub article on T+1 settlement cycle. The full encyclopedic entry is pending.
- STT on ETFs in India
How Securities Transaction Tax applies to exchange-traded funds: equity ETFs pay 0.001 per cent on sell only, gold and debt ETFs pay nil.
- Stock broker
Stub article on the stock broker. A full encyclopedic entry is pending.
- Statutory charges on trading in India
The full statutory stack a trader pays on top of brokerage: STT/CTT, exchange transaction charges, SEBI fee, stamp duty, IPFT and GST.
- State Bank of India
Stub article on State Bank of India, the sponsor of SBI Mutual Fund. A full encyclopedic entry is pending.
- Stamp duty on Zerodha trades
Stub article on Stamp duty on Zerodha trades. A full encyclopedic entry is pending.
- Settlement guarantee fund
Stub article on Settlement guarantee fund. A full encyclopedic entry is pending.
- Sensex ETF
Stub article on the Sensex ETF. The full encyclopedic entry is pending.