Guides
A growing collection of how-to guides and reference notes.
- 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.
- 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, using the Aadhaar e-sign flow, the Rs 25 plus GST charge, the test-transfer check, and the 72-working-hour timeline.
- 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.