Guides
A growing collection of how-to guides and reference notes.
- 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 position.
- 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, CTT, and physical-delivery risk.
- 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 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 bank statements.
- How to tender shares in an open offer on Zerodha
Step-by-step guide to tendering shares in a SEBI SAST open offer on Zerodha: eligibility, the tendering process via Kite, settlement, and capital gains tax.
- How to tender shares in a buyback on Zerodha
Step-by-step guide to tendering shares in a buyback offer on Zerodha Kite: eligibility, the tendering process, acceptance ratio, tax treatment after Finance Act 2024.
- 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 interest costs.
- 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 paperwork-free process.
- 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 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 Zerodha-linked account.
- 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, reconnection logic, and tick modes.
- 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 first debit.
- 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 authorisation.
- 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 risks.
- 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 troubleshooting.
- 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 implications.
- 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, bank compatibility, and troubleshooting.
- 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 compatibility, limits, and troubleshooting.
- How to schedule an instant withdrawal from Zerodha
Step-by-step guide to placing an instant fund withdrawal request on Zerodha via Kite web or the Kite mobile app, including eligibility, cutoff times, limits, and troubleshooting.
- 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 results through Zerodha.
- 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 implications.
- 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 what to do when access to both 2FA methods is lost.
- 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 Console self-service download and the support ticket route.
- 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 claims, off-market transfers, and other demat account operations.
- 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, set-off rules, and use of Zerodha Console Tax P&L data.
- 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 timely repayment.
- 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 subscription gaps.
- 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 to do before removing an account used for eMandates.
- 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 allotment.
- 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 process, redemption price, and capital gains tax treatment.