Guides
A growing collection of how-to guides and reference notes.
- 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 what Zerodha investors need to do.
- 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 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 lookup.
- 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, locked accounts, and 2FA complications.
- 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 UTR retrieval, Console ledger checks, and escalation to Zerodha support.
- How to receive and reinvest a dividend on Zerodha
Guide to receiving dividends on Zerodha: record date eligibility, bank credit timeline, TDS deduction, DRIP alternatives, and how to reinvest dividends in Indian equities.
- 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 and debits, and download for records.
- 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 calculations.
- 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 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 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 timeline.
- 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 submission process.
- 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 trading against mutual fund collateral.
- 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 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 types.
- 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 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 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, product codes, and error handling.
- 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 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 common pitfalls.
- 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 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 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 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 execution.
- 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 you hold an ITM option to expiry.
- 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 units.
- How to participate in an OFS on Zerodha
Step-by-step guide to bidding in an Offer for Sale (OFS) on Zerodha Kite: eligibility, bidding process, cut-off price, allotment, and tax treatment.
- 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 market.
- How to participate in a takeover or spin-off on Zerodha
Guide to handling a takeover (SEBI SAST open offer) or corporate spin-off (demerger) on Zerodha: investor options, share credit process, swap ratio, and tax treatment.
- How to participate in a stock split on Zerodha
Step-by-step guide to a stock split on Zerodha: ex-date eligibility, share credit timeline, tax implications, and what to do if split shares are not credited.