Guides
A growing collection of how-to guides and reference notes.
- How to convert CNC to MIS on Kite
Step-by-step guide to converting an equity delivery (CNC) position to an intraday (MIS) position on Zerodha Kite, and understanding when and why this is done.
- How to convert a CNC position to MTF on Zerodha
Step-by-step guide to converting an existing CNC delivery holding to a Margin Trading Facility (MTF) leveraged position on Zerodha, releasing cash while retaining the equity holding.
- How to compute turnover for F&O audit under section 44AB
Step-by-step guide to computing F&O trading turnover using the ICAI absolute-profit-loss method, determining tax-audit applicability under section 44AB, and using Zerodha Console data to support the computation.
- How to compute LTCG with grandfathering on Zerodha
Step-by-step guide to applying the grandfathering rule for long-term capital gains on listed equity held before 31 January 2018, using Zerodha Console data and Schedule 112A of ITR-2 or ITR-3.
- How to compute dividend tax on Zerodha
Step-by-step guide to identifying dividend income from Zerodha holdings and Coin mutual funds, computing the taxable dividend, reporting it under the income from other sources head, and cross-verifying with AIS and Form 26AS.
- How to compute commodity margin on Zerodha
A step-by-step guide to calculating SPAN and Exposure margin for MCX commodity futures on Zerodha, covering the SPAN calculator, contract-level variables, cross-margining, and common errors.
- How to complete Zerodha KYC online
Step-by-step guide to completing the Zerodha KYC process online for individual accounts using Aadhaar eKYC, PAN verification, and penny-drop bank verification.
- How to close a Zerodha account
Step-by-step guide to closing a Zerodha demat and trading account, covering the online form, demat closure options, outstanding balance settlement, and timeline.
- How to claim unclaimed dividends through IEPF via Zerodha
Step-by-step guide to reclaiming unclaimed dividends and shares transferred to the Investor Education and Protection Fund (IEPF) in India, including Form IEPF-5, the verification process, and how Zerodha demat account details are used.
- How to claim STT rebate or credit in India
Explains the status of Securities Transaction Tax as a deductible expense for business income traders vs a non-creditable levy for investors, how to report STT paid in ITR-3, and what the pre-2008 STT rebate under section 88E was.
- How to claim mutual fund dividends on Coin
Step-by-step guide to receiving mutual fund dividend (IDCW) payouts on Zerodha Coin: IDCW plan mechanics, bank account registration, tax deducted at source, and how dividends work for demat-held units.
- How to check IPO allotment status via BSE and NSE
Step-by-step guide to checking IPO allotment status on the BSE investor services portal and the NSE IPO allotment portal, including when results are available and what the portals show.
- How to check IPO allotment status on the registrar's site
Step-by-step guide to checking IPO allotment status directly on the registrar's portal: KFin Technologies, Link Intime, Bigshare Services, Cameo Corporate Services, and Maashitla Securities.
- How to change your primary bank account on Zerodha
Step-by-step guide to changing the primary bank account linked to your Zerodha trading account via Console, including verification requirements, processing timelines, and what changes with the new primary account.
- How to change your mobile number on Zerodha
Step-by-step guide to updating the mobile number linked to your Zerodha trading and demat account, including CDSL registration, the Zerodha support flow, and KRA update requirements.
- How to change your email address on Zerodha
Step-by-step guide to updating the email address linked to your Zerodha trading and demat account, covering the Console flow, verification steps, KRA propagation, and common issues.
- How to change your bank IFSC after a merger on Zerodha
Step-by-step guide to updating a bank account IFSC code on Zerodha after a bank merger (such as the Lakshmi Vilas Bank merger with DBS or HDFC-HDFC Bank), including required documents and the penny-drop verification process.
- How to cancel an eMandate on Zerodha
Step-by-step guide to cancelling a UPI AutoPay or NACH net-banking eMandate on Zerodha via Console or your UPI application, including notice periods, effect on linked SIPs, and what to do before and after cancellation.
- How to cancel a pending order on Kite
Step-by-step guide to cancelling an open or trigger-pending order on Zerodha Kite, including single order cancellation, bulk cancellation and GTT cancellation.
- How to calculate margin using the Zerodha SPAN calculator
Step-by-step guide to using Zerodha's SPAN margin calculator to estimate futures and options margin before placing any trade.
- How to buy your first mutual fund on Coin
Step-by-step guide to purchasing your first direct mutual fund unit on Zerodha Coin: account prerequisites, scheme selection, payment, and post-purchase verification.
- How to buy a T-Bill on Zerodha
Step-by-step guide to buying 91-day, 182-day, and 364-day Treasury Bills on Zerodha's Kite platform through the secondary market and via primary auction allocation.
- How to buy a Sovereign Gold Bond on the secondary market via Kite
Step-by-step guide to buying Sovereign Gold Bonds (SGBs) in the secondary market through Zerodha's Kite platform, including pricing, yield, and capital gains tax treatment.
- How to buy a G-Sec on Zerodha Kite
Step-by-step guide to buying Government Securities on Zerodha's Kite platform via the exchange-traded secondary market, with settlement, yield, and tax notes.
- How to buy a bond on Zerodha
Step-by-step guide to buying listed corporate bonds and NCDs on Zerodha's Kite platform: search, order placement, settlement, and charges.
- How to build an options strategy on Sensibull
Step-by-step guide to constructing, analysing, and saving multi-leg options strategies using Sensibull's strategy builder, payoff charts, and Greeks dashboard.
- How to borrow shares via SLB on Zerodha
Step-by-step guide to borrowing equity shares through the NSCCL Securities Lending and Borrowing platform on Zerodha Console for short-selling or hedging strategies.
- How to bid in an RBI primary bond auction via Zerodha
Step-by-step guide to submitting non-competitive bids in RBI's weekly G-Sec and T-Bill primary auctions through Zerodha's Kite platform and the RBI Retail Direct portal.
- How to backtest a strategy on Streak
Step-by-step guide to defining, running, and interpreting a backtest on Streak, the algo-strategy platform integrated with Zerodha Kite.
- How to avoid physical settlement (manual close-out)
Step-by-step guide to closing out in-the-money stock options and stock futures before expiry to avoid physical settlement obligations, delivery margin blocks, and elevated STT.