Guides
A growing collection of how-to guides and reference notes.
- How to authenticate Kite Connect with TOTP automation
Step-by-step guide to automating the Kite Connect daily login using pyotp and requests, eliminating the manual browser step so your algo trading scripts can authenticate unattended every morning.
- How to approve a UPI IPO mandate on WhatsApp Pay
Step-by-step guide to finding and authorising a Block Funds for IPO mandate request in WhatsApp Pay for an IPO application made through any Indian broker, including known limitations.
- How to approve a UPI IPO mandate on the bank's own UPI app
Step-by-step guide to finding and authorising a Block Funds for IPO mandate request in a bank's own UPI application (SBI YONO, HDFC PayZapp, ICICI iMobile, Axis Mobile, Kotak 811, and others).
- How to approve a UPI IPO mandate on PhonePe
Step-by-step guide to finding and authorising a Block Funds for IPO mandate request in PhonePe for an IPO application made through any Indian broker.
- How to approve a UPI IPO mandate on Paytm
Step-by-step guide to finding and authorising a Block Funds for IPO mandate request in the Paytm app for an IPO application made through any Indian broker.
- How to approve a UPI IPO mandate on Google Pay
Step-by-step guide to finding and authorising a Block Funds for IPO mandate request in Google Pay (GPay) for an IPO application made through any Indian broker.
- How to approve a UPI IPO mandate on BHIM
Step-by-step guide to finding and authorising a Block Funds for IPO mandate request in the BHIM UPI app for an IPO application made through any Indian broker.
- How to approve a UPI IPO mandate on Amazon Pay
Step-by-step guide to finding and authorising a Block Funds for IPO mandate request in Amazon Pay for an IPO application made through any Indian broker.
- How to apply under the shareholder category in an IPO on Zerodha
Step-by-step guide to applying for an IPO under the shareholder reservation portion on Zerodha Kite, including eligibility conditions, record date, and documentation.
- How to apply under the employee category in an IPO on Zerodha
Step-by-step guide to applying for an IPO under the employee reservation portion on Zerodha Kite, including eligibility conditions, documentation, and discount mechanics.
- How to apply in a rights issue on Zerodha
Step-by-step guide to applying for a rights issue on Zerodha via ASBA or the exchange platform: entitlement, renunciation, tax treatment, and common errors.
- How to apply for multiple IPOs in one day on Zerodha
Step-by-step guide to applying for two or more IPOs that are open simultaneously through Zerodha, covering mandate management, bank balance requirements, and the one-PAN-per-issue rule.
- How to apply for an SME IPO on Zerodha
Step-by-step guide to applying for a Small and Medium Enterprise IPO on NSE Emerge or BSE SME through Zerodha, including SME-specific eligibility and allotment rules.
- How to apply for a Mainboard IPO on Zerodha
Step-by-step guide to applying for a SEBI-regulated mainboard Initial Public Offering through Zerodha using the UPI ASBA mechanism.
- How to apply at the cut-off price in an IPO on Zerodha
Step-by-step guide to applying at the cut-off price in an IPO on Zerodha Kite, explaining what cut-off means, why retail investors use it, and how the mandate block is calculated.
- How to add funds to Zerodha via UPI
Step-by-step guide to depositing funds into your Zerodha trading account using UPI through Kite web or the Kite mobile app, including limits, timings, and troubleshooting.
- How to add funds to Zerodha via net banking
Step-by-step guide to depositing funds into a Zerodha trading account using net banking through Kite web or the Kite mobile app, including supported banks, limits, and troubleshooting.
- How to add funds to Zerodha via NEFT, RTGS, or IMPS
Step-by-step guide to depositing funds into a Zerodha trading account using NEFT, RTGS, or IMPS bank transfers, including Zerodha's bank details, settlement timings, and reconciliation.
- How to add and customise alerts on Kite
Step-by-step guide to creating, editing and deleting price and technical alerts on Zerodha Kite, covering both the marketwatch alert panel and chart-based alert creation.
- How to add a secondary bank account on Zerodha
Step-by-step guide to linking a secondary bank account to your Zerodha trading account via Console, including the verification process, eligibility conditions, and common issues.
- How to add a nominee on Zerodha
Guide to adding a nominee to a Zerodha demat and trading account online through Console or Kite, covering SEBI mandate, nominee details required, and e-sign step.
- How to add a joint holder to a Zerodha demat account (limitations)
Explains whether it is possible to add a joint holder to an existing Zerodha demat account, SEBI and CDSL limitations, and the correct alternative approaches for joint holding arrangements.
- How to activate F&O segment on Zerodha
Step-by-step guide to activating the futures and options (F&O) segment on a Zerodha account, including income proof requirements and the activation timeline.
- How to activate currency segment on Zerodha
Step-by-step guide to enabling the currency derivatives segment on Zerodha for trading USD/INR, EUR/INR, GBP/INR, and JPY/INR futures and options on NSE and BSE.
- How to activate commodity segment on Zerodha
Step-by-step guide to activating the MCX commodity segment on Zerodha, covering income proof, the separate commodity account, and brokerage applicable to commodity trades.
- Holding-period statement for mutual funds
A mutual fund holding-period statement lists each lot of units held in a folio with its purchase date, purchase NAV, units held, and holding period to date, helping investors identify which units qualify for long-term capital gains treatment before making a redemption decision.
- History of Mutual Funds in India (1963 to 2026)
A comprehensive history of mutual funds in India from the establishment of UTI in 1963 through liberalisation, private-sector entry, the regulatory overhaul of 2003, and the industry's growth to Rs 67 lakh crore AUM by 2026.
- HDFC Mutual Fund direct portal
HDFC Mutual Fund's direct plan portal (hdfcfund.com) allows investors to invest in direct plans of HDFC AMC schemes, one of India's largest AMCs listed on NSE and BSE.
- HDFC Mutual Fund
HDFC Mutual Fund is one of India's largest AMCs, sponsored by HDFC Ltd and abrdn plc, with over Rs 6 lakh crore AUM and a deep equity franchise.
- HDFC AMC IPO (2018)
The July 2018 IPO of HDFC Asset Management Company was India's first listing of a major asset management company, raising Rs 2,800 crore and establishing benchmark valuations for the Indian AMC sector.