Guides
A growing collection of how-to guides and reference notes.
- I V Subramaniam
Stub article on I V Subramaniam, Managing Director of Quantum Advisors and a principal of the Quantum group. A full encyclopedic entry is pending.
- 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, e-signing, and resubmission on signup.zerodha.com.
- 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 number-change request.
- 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 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 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 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 offline route.
- 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 courier it to Bengaluru.
- 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 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 link-status check.
- 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 delivery instruction slip, or the closure-cum-transfer route.
- 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 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, inoperative PAN, PAN-Aadhaar linking, and re-verification.
- 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 correct a wrong PAN record.
- 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 the common camera failures.
- 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 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, Google Drive and desktop print-to-PDF.
- 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, and what happens when holdings cross Rs 4 lakh or Rs 10 lakh.
- 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 on the MCA portal. Covers the seven-year transfer rule under Section 124 of the Companies Act 2013, the entitlement letter, the SRN, the physical documents to the company nodal officer, and the verification timeline.
- How long Zerodha account opening takes
A clean Zerodha online application opens within 24 to 48 working hours; KRA KYC checks can run up to 72 hours, and the offline route takes up to 72 working hours.
- Hidden charges at Zerodha: the complete list
Zerodha discloses every charge on its public schedule. This guide lists each fee a client actually pays, with the current rate, as-of date, and source.
- Health insurance
Stub article on health insurance in India, the IRDAI-regulated indemnity cover for hospitalisation and medical expenses. A full encyclopedic entry is pending.
- GST on trading charges
18% GST applies to brokerage, exchange transaction charges, the SEBI turnover fee, IPFT and DP charges, but not to STT, CTT or stamp duty. Worked example inside.
- Gold futures on MCX
Stub article on gold futures on MCX. A full encyclopedic entry is pending.
- Futures trading in India
Stub article on Futures trading in India. A full encyclopedic entry is pending.
- Futures and Options (F&O)
Stub article on Futures and Options (F&O). A full encyclopedic entry is pending.
- FATCA self-certification
Stub article on FATCA self-certification. A full encyclopedic entry is pending.
- F&O trading
Stub article on F&O trading. A full encyclopedic entry is pending.
- Expiry day options trading
Stub article on Expiry day options trading. A full encyclopedic entry is pending.
- Equity delivery charges at Zerodha
Stub article on Equity delivery charges at Zerodha. A full encyclopedic entry is pending.