Guides
A growing collection of how-to guides and reference notes.
- HSBC Mutual Fund
HSBC Mutual Fund is the Indian AMC of HSBC Group, expanded by the 2023 acquisition of L&T Mutual Fund schemes, operating across equity, debt, and passive categories.
- HSBC acquisition of L&T Mutual Fund (2022)
HSBC Asset Management India's acquisition of L&T Investment Management in 2022 brought a top-ten Indian AMC under HSBC control and expanded the global bank's Indian mutual fund AUM to approximately Rs 82,000 crore.
- 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 test order in a clean, maintainable structure.
- 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 times, limits, and troubleshooting.
- 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 mandate.
- 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 administrators and individual users.
- 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 statement.
- 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 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 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 ITR-3 through the Quicko platform.
- 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 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 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 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 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 Zerodha account.
- 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 orders endpoint.
- 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 variants before execution.
- 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 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 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 common reasons for rejection.
- 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 Aadhaar-based flow and the offline document submission route.
- 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 Aadhaar.
- 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 holdings.
- 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 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 NSDL inter-depository transfers.
- 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 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 regulatory requirements.
- 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 obligations, and common failure points.
- 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 position.
- 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 wrong.