Guides
A growing collection of how-to guides and reference notes.
- How to fix a stuck KYC at Zerodha
Troubleshooting guide for Zerodha account opening or KYC update stuck at PAN, Aadhaar, IPV, bank verification, or e-sign steps, with specific fixes for each failure.
- How to fix a stuck 'pending verification' on Zerodha KYC
A practical guide to diagnosing and resolving a KYC application stuck in 'pending verification' on Zerodha, including document resubmission, DigiLocker linking, CKYC lookup, and escalation to SEBI SCORES.
- How to fix a price-band rejection on Zerodha
A step-by-step guide to understanding and resolving an order rejection caused by a price-band breach on Zerodha Kite, covering NSE and BSE daily price bands, how to check valid price ranges, and when to use market orders.
- How to fix a missing holding after delivery on Zerodha
A guide to tracing and recovering shares that are not visible in the Zerodha Kite holdings section after a buy delivery order, covering T+1 settlement, CDSL/NSDL depository credit, and corporate action edge cases.
- How to fix a DP-related sell rejection on Zerodha
A guide to diagnosing and resolving Depository Participant (DP) sell rejections on Zerodha Kite, including CDSL TPIN authorisation, DDPI, early pay-in, and short-delivery scenarios.
- How to fix a circuit-limit rejection on Zerodha
A guide to understanding and working around circuit-limit order rejections on Zerodha Kite, covering market-wide index circuit breakers, per-instrument price bands, and the distinction between the two.
- How to file ITR-3 with Zerodha F&O turnover
Step-by-step guide to filing ITR-3 for AY 2025-26 using Zerodha Console Tax P&L data, covering F&O turnover computation, Schedule BP, set-off of business losses, and tax-audit thresholds under section 44AB.
- How to file ITR-2 with Zerodha capital gains
Step-by-step guide to filing ITR-2 for AY 2025-26 using the capital gains statement downloaded from Zerodha Console, covering Schedule CG, Schedule 112A, and Finance Act 2024 rate changes.
- How to exit a smallcase position
Step-by-step guide to fully or partially exiting a smallcase investment on Zerodha, covering sell-all, partial exit, individual stock exit, capital gains implications, and post-exit demat state.
- How to exit a multi-leg F&O position on Zerodha
Step-by-step guide to cleanly closing all legs of a multi-leg options or futures position on Zerodha Kite, including basket exit, individual leg exit, and emergency close-out.
- How to enable nudges and the F&O kill switch on Zerodha
Step-by-step guide to enabling SEBI-mandated Kite nudges for F&O trading and activating the F&O kill switch to disable derivatives trading on your Zerodha account.
- How to enable instant Liquidcase pay-ins on Zerodha
Step-by-step guide to enabling Liquidcase-backed instant margin pay-ins on Zerodha, including how Liquidcase works, eligibility, the pledge and pay-in flow, fees, and what happens when holdings are used as margin.
- How to download the Tax P&L statement from Zerodha Console
Step-by-step guide to downloading the Tax Profit and Loss statement from Zerodha Console for a financial year, including scrip-level breakdowns for ITR filing.
- How to download the capital gains statement on Zerodha
Step-by-step guide to downloading the structured capital gains statement from Zerodha Console for equity delivery trades, including Finance Act 2024 rate changes.
- How to download Form 26AS-matching reports on Zerodha
Step-by-step guide to downloading the Zerodha Tax P&L and capital gains statement, cross-matching them with Form 26AS and AIS on the income tax portal, and reconciling discrepancies before filing ITR.
- How to download a Coin mutual fund statement
Step-by-step guide to downloading your mutual fund account statement from Zerodha Coin: Console portfolio statement, CAMS CAS, KFintech CAS, and NSDL/CDSL demat statement options.
- How to do Zerodha IPV (in-person verification) via video
Step-by-step guide to completing Zerodha's mandatory video in-person verification (IPV) during account opening, including camera setup and common failure fixes.
- How to do tax-loss harvesting on Zerodha at year-end
Step-by-step guide to identifying unrealised losses in Zerodha holdings, executing tax-loss harvesting trades before 31 March, and reporting harvested losses in ITR-2 or ITR-3 to reduce capital gains tax liability.
- How to do BTST on Zerodha
Step-by-step guide to executing a Buy Today Sell Tomorrow (BTST) trade on Zerodha Kite, covering the mechanics, settlement risk, short delivery and applicable charges.
- How to do an off-market transfer to a family member via Zerodha
Step-by-step guide to transferring equity shares from your Zerodha demat account to a family member's demat account using CDSL Easiest, including gift tax, stamp duty, and capital gains considerations.
- How to do a transmission of shares at Zerodha (death of holder)
Step-by-step guide to transmitting shares held in a Zerodha demat account to a nominee or legal heir after the death of the account holder, covering CDSL procedures, required documents, and timelines.
- How to do a lump-sum mutual fund purchase on Coin
Step-by-step guide to making a one-time lump-sum mutual fund investment on Zerodha Coin: scheme selection, amount entry, payment, NAV cut-off rules, and unit verification.
- How to do a closure-cum-transfer of holdings at Zerodha
Step-by-step guide to closing a Zerodha demat and trading account while simultaneously transferring all holdings to another demat account using the closure-cum-transfer (CCT) process.
- How to deploy a Streak strategy on Zerodha
Step-by-step guide to taking a Streak algo strategy from backtest to live deployment on a Zerodha account, covering Kite Connect authorisation, position sizing, and live monitoring.
- How to deploy a Streak strategy live
Step-by-step guide to moving a backtested Streak strategy from paper trading to live deployment on Zerodha Kite, including alerts, monitoring, and risk controls.
- How to dematerialise mutual fund SoA holdings
Step-by-step guide to converting mutual fund units held in Statement of Account (SoA) form to demat form and consolidating them into a Zerodha CDSL demat account via CDSL and the fund's RTA.
- How to declare F&O as business income in India
Detailed guide to declaring futures and options trading income as non-speculative business income in ITR-3, including applicable sections, turnover computation, expense deductions, and audit thresholds under the Income Tax Act.
- How to convert PoA to DDPI on Zerodha
How to convert an existing Power of Attorney (PoA) to the new Demat Debit and Pledge Instruction (DDPI) on Zerodha, complying with the 2022 SEBI framework.
- How to convert physical shares to demat via Zerodha
Step-by-step guide to dematerialising physical share certificates through Zerodha's CDSL demat account, covering the Dematerialisation Request Form (DRF), RTA verification, and the 30-day timeline.
- How to convert MIS to CNC before square-off on Kite
Step-by-step guide to converting an intraday MIS equity position to a CNC delivery position on Zerodha Kite before the auto square-off time of 3:20 PM IST.