Guides
A growing collection of how-to guides and reference notes.
- How to participate in a scheme-of-arrangement event on Zerodha
Guide to a scheme of arrangement under Section 230 of the Companies Act 2013 on Zerodha: NCLT process, shareholder voting, share swap, tax treatment, and Zerodha holdings impact.
- How to participate in a delisting offer on Zerodha
Step-by-step guide to participating in a voluntary delisting offer on Zerodha: reverse book building, floor price, discovered price, exit window, and tax treatment.
- How to participate in a capital reduction on Zerodha
Guide to a capital reduction under Section 66 of the Companies Act 2013 on Zerodha: types of reduction, NCLT process, cash return to shareholders, tax treatment, and what to expect.
- How to participate in a bonus issue on Zerodha
Step-by-step guide to receiving bonus shares on Zerodha: record date, eligibility, credit timeline, tax treatment, and what to do if bonus shares are not credited.
- How to paper-trade a Streak strategy
Step-by-step guide to running a Streak algorithmic strategy in paper-trading mode on Zerodha, interpreting simulated results, and deciding when to transition to live trading.
- How to opt out of nomination on Zerodha
How to formally declare the opt-out of nomination for a Zerodha demat account to comply with SEBI requirements and avoid account freeze, using Aadhaar e-sign.
- How to open a Zerodha partnership or LLP account
Step-by-step guide for partnership firms and LLPs to open a Zerodha demat and trading account, covering partner KYC, deed requirements, and document checklist.
- How to open a Zerodha NRI account
Step-by-step guide for non-resident Indians to open a Zerodha NRI demat and trading account under PIS or non-PIS route, with required documents.
- How to open a Zerodha minor demat account
Guide to opening a Zerodha demat account for a minor child through a guardian, covering SEBI rules, required documents, and conversion on attaining majority.
- How to open a Zerodha HUF account
Complete guide to opening a Zerodha HUF demat and trading account for a Hindu Undivided Family, including required documents and Karta obligations.
- How to open a Zerodha corporate account
Step-by-step guide for companies and corporate entities to open a Zerodha demat and trading account, including board resolution, MOA, and KYC requirements.
- How to modify SIP amount or date on Coin
Step-by-step guide to changing the instalment amount or debit date of an existing SIP on Zerodha Coin, including mandate update requirements and what to do when direct modification is not available.
- How to modify an IPO bid on Zerodha
Step-by-step guide to modifying an existing IPO bid on Zerodha Kite: changing quantity, price, or UPI ID before the bid window closes.
- How to modify a pending order on Kite
Step-by-step guide to modifying an open or trigger-pending order on Zerodha Kite, including changing price, quantity and trigger price, and understanding queue re-priority.
- How to migrate from Pi bridge to Kite Connect
Step-by-step migration guide for traders moving from the discontinued Zerodha Pi Excel/AFL bridge to the Kite Connect REST API, covering API equivalents, code rewrites, and strategy migration patterns.
- How to merge two demat accounts on Zerodha
Explains whether merging two demat accounts is possible at Zerodha, SEBI and CDSL limitations, and the correct procedure to consolidate holdings from multiple accounts into one Zerodha demat account.
- How to lend shares via SLB on Zerodha
Step-by-step guide to lending equity shares through the NSCCL Securities Lending and Borrowing (SLB) platform on Zerodha Console, including fee negotiation, settlement, and recall.
- How to invest in NPS via Coin
Step-by-step guide to opening and investing in the National Pension System (NPS) through Zerodha Coin: account types, asset class allocation, tax benefits under Sections 80C and 80CCD, and withdrawal rules.
- How to invest in liquid funds via Coin
Step-by-step guide to investing in liquid mutual funds on Zerodha Coin: fund selection, cut-off times, same-day NAV rules, instant redemption, and use cases over savings accounts.
- How to invest in ELSS via Coin
Step-by-step guide to investing in Equity Linked Savings Schemes (ELSS) on Zerodha Coin: Section 80C deduction, 3-year lock-in, lump-sum and SIP modes, and redemption rules.
- How to invest in an index fund via Coin
Step-by-step guide to investing in index mutual funds on Zerodha Coin: index fund vs. ETF, selecting a benchmark, tracking error, lump-sum and SIP modes, and tax treatment.
- How to invest in a smallcase via Kite
Step-by-step guide to accessing the smallcase marketplace directly within Zerodha's Kite interface, placing a basket investment order, and monitoring holdings from Kite.
- How to interpret the margin shortfall SMS on Zerodha
Explains every field in the Zerodha margin shortfall SMS and email notification, what immediate action to take, and how to prevent recurring shortfalls.
- How to import existing mutual funds into Coin
Step-by-step guide to importing externally held mutual fund units into Zerodha Coin: demat re-materialisation, the CAS-based import flow, and what changes after import.
- How to handle freeze quantity on F&O
Explains what the NSE and BSE F&O freeze quantity limit is, how to find the current limit for each contract, and how to place orders above the freeze quantity without rejection.
- How to handle commodity physical delivery risk on Zerodha
A practical guide to understanding, avoiding, and managing compulsory physical delivery obligations in MCX commodity futures traded via Zerodha, with timelines, penalties, and step-by-step procedures.
- How to handle an IPO UPI mandate timeout
Step-by-step guide to diagnosing and resolving a UPI mandate timeout in an IPO application: what causes it, how to identify it, and how to recover the bid before the window closes.
- How to handle an early SLB recall on Zerodha
Step-by-step guide for both lenders and borrowers to manage early recall of lent securities in the NSCCL SLB platform on Zerodha, including recall timelines, settlement, and risk mitigation.
- How to handle a partially filled order on Zerodha
Step-by-step guide to understanding, managing, and completing a partially filled order on Zerodha Kite, covering order types, product code implications, and decisions on the unfilled residual quantity.
- How to handle a merger or demerger on Zerodha
Guide to understanding how a merger or demerger affects your Zerodha holdings: share swap ratio, new share credit, cost allocation, tax treatment, and what to do if shares are not credited.