Articles tagged “How To”
178 articles.
2026 (178)
- How to compute LTCG on PPFCF with grandfathering
Step-by-step guide to computing Section 112A long-term capital gains on Parag Parikh Flexi Cap Fund (PPFCF) redemptions, covering the grandfathered-cost …
- How to read PPFCF portfolio-holdings disclosure
Step-by-step guide to interpreting the monthly portfolio-holdings disclosure for Parag Parikh Flexi Cap Fund (PPFCF), covering the SEBI-mandated month-end …
- How to compute slab-rate tax on PPFAS Liquid Fund (post Finance Act 2023)
Step-by-step guide to computing slab-rate capital-gains tax on Parag Parikh Liquid Fund and other PPFAS debt-oriented schemes for investments made on or after 1 …
- How to compute STCG on PPFAS equity schemes
Step-by-step guide to computing Section 111A short-term capital gains on Parag Parikh PPFAS equity-oriented mutual fund redemptions, covering the FIFO …
- How to file STCG in ITR for PPFAS equity-scheme STCG
Step-by-step guide to reporting Section 111A short-term capital gains from Parag Parikh PPFAS equity-oriented mutual fund redemptions in ITR-2 or ITR-3 Schedule …
- How to interpret PPFAS NAV history charts
Step-by-step guide to downloading and interpreting NAV history data for Parag Parikh PPFAS Mutual Fund schemes, covering the NAV-history download from …
- How to redeem PPFAS units via SelfInvest
Step-by-step guide to placing a redemption order in a PPFAS Mutual Fund scheme through selfinvest.ppfas.com, covering full versus partial redemption, amount …
- How to switch between PPFAS schemes
Step-by-step guide to switching between Parag Parikh PPFAS Mutual Fund schemes via selfinvest.ppfas.com, covering source and destination scheme selection, the …
- How to switch from PPFAS regular plan to direct plan
Step-by-step guide to switching units in a PPFAS Mutual Fund scheme from the regular plan to the direct plan through selfinvest.ppfas.com, covering the …
- 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 …
- 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 …
- How to redeem an SGB at maturity
Step-by-step guide to the maturity redemption of Sovereign Gold Bonds, including the RBI process, redemption price calculation, capital gains tax exemption, and …
- 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 update or correct your buy average on Zerodha Console
Step-by-step guide to updating or correcting the buy average of a holding on Zerodha Console by adding a missing trade, including the ISIN and date rules and …
- How to convert an NRML position to MIS on Kite
Step-by-step guide to converting an overnight NRML position to intraday MIS on Zerodha Kite, with the auto-square-off consequence, the exceptions, and how it …
- How to contact a Zerodha representative to open an account
How to reach a Zerodha representative to open an account: the new-account desk numbers, the support ticket, the branch and partner network, and what a …
- How to fix a PAN barred from opening a Zerodha account
A PAN barred from opening a Zerodha account has four causes: inoperative PAN, a KRA-flagged PAN, a PAN already mapped to an account, or a SEBI debarment.
- How to fix a Zerodha account on hold for signature mismatch
A Zerodha application on hold for signature mismatch clears via a self-declaration for minor differences or couriered forms for major ones, within 3 to 15 days.
- How to fix a Zerodha account pending activation at the exchanges
Pending for activation at the exchanges means the NSE, BSE, or MCX is still registering your UCC. It takes 1 to 3 working days; escalate after that.
- How to fix no login credentials from Zerodha after account opening
No Zerodha welcome or login email after 48 working hours points to an incomplete application or rejected documents. Check spam and your email, then ticket.
- How to fix the IP address outside India error at Zerodha
Zerodha halts a resident account opening when it reads your IP as outside India: a VPN, a foreign network, or genuine NRI status. Here is the fix per cause.
- How to open a Zerodha account for a differently-abled person
Opening a Zerodha demat and trading account for a differently-abled person: SEBI's reasonable-accommodation provisions, the guardian route under the National …
- How to open a Zerodha account for a visually impaired or illiterate person
Opening a Zerodha demat and trading account for a visually impaired, blind, or illiterate person: the CDSL thumb-impression and witness provisions, the read-out …
- Where to send Zerodha account opening documents
The exact Bengaluru address for couriering signed Zerodha offline account opening documents, with self-attestation rules, what to enclose, tracking, the email …
- How to open a Zerodha account offline
Open a Zerodha account offline with the paper form when your Aadhaar is not mobile-linked: fill the form, attach self-attested documents, do the OTP IPV, and …
- 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 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 …
- 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 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 track Zerodha account opening status
How to check the real-time status of a Zerodha account opening application, understand each processing stage, and know when to follow up with support.
- How to verify PAN and Aadhaar e-sign with Zerodha
Guide to PAN verification and Aadhaar-based e-sign during Zerodha account opening, including troubleshooting PAN-Aadhaar mismatches and OTP failures.
- How to convert a regular demat to a BSDA at Zerodha
How a regular Zerodha demat account becomes a Basic Services Demat Account (BSDA), the SEBI eligibility limits, the auto-categorisation rule, the AMC change, …
- How to convert images to a PDF for KYC document upload
Step-by-step methods to combine photos of KYC documents into a single legible PDF within a broker's upload limit, using the iPhone Files app, Android scan, …
- How to enable the camera for In-Person Verification (IPV) on Zerodha
Step-by-step guide to enabling camera permissions for Zerodha's SEBI-mandated In-Person Verification, on Chrome, Safari, Edge and the Kite app, with fixes for …
- How to fix a failed PAN verification during Zerodha account opening
Step-by-step procedure to resolve a failed PAN verification while opening a Zerodha account. Covers name and DOB mismatch with the Income Tax database, …
- How to link or transfer holdings from an external demat to Zerodha
You cannot operate another DP's demat inside Zerodha. This guide covers the realistic route: transferring holdings into a Zerodha demat via CDSL Easiest, a …
- How to resolve a Zerodha account-opening application on hold for rectifications
Step-by-step procedure to clear a Zerodha account-opening application put on hold for rectifications. Covers the flagged fields, the rectification windows, …
- 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 …
- 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 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 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 …
- 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 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 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 redeem an SGB early (5th-year window)
Step-by-step guide to the early premature redemption of Sovereign Gold Bonds at the RBI's 5th, 6th, and 7th year exit windows, including the application …
- How to track G-Sec coupon receipts on Console
Step-by-step guide to locating and reconciling Government Security coupon payments, T-Bill maturity credits, and SGB coupon receipts using Zerodha Console and …
- How to access archived PPFAS Annual Unitholders' Meet recordings
Step-by-step guide to finding and navigating the archived recordings of past PPFAS Annual Unitholders' Meets on the PPFAS YouTube channel, covering the …
- How to access the Consolidated Account Statement (CAS) for PPFAS holdings
Step-by-step guide to accessing the monthly Consolidated Account Statement (CAS) that includes PPFAS Mutual Fund holdings, covering the NSDL-issued and …
- How to access the PPFAS YouTube channel and video content
Step-by-step guide to finding, subscribing to, and navigating the official PPFAS Mutual Fund YouTube channel for investor-education videos, Annual Unitholders' …
- How to add or update a nominee on a PPFAS folio
Step-by-step guide to registering, updating, or removing nominees on a PPFAS Mutual Fund folio through selfinvest.ppfas.com, covering up to three nominees with …
- How to cancel a NACH mandate at PPFAS
Step-by-step guide to cancelling a NACH e-mandate (or UPI Autopay mandate) registered against a PPFAS folio through selfinvest.ppfas.com, covering the …
- How to cancel a PPFAS SIP
Step-by-step guide to permanently cancelling a Systematic Investment Plan (SIP) on a PPFAS Mutual Fund scheme through selfinvest.ppfas.com, covering …
- How to complete video KYC for a PPFAS investment
Step-by-step guide to completing the video KYC pathway on selfinvest.ppfas.com for investors who cannot use Aadhaar e-KYC, covering scheduling, document …
- How to contact the PPFAS investor desk
Step-by-step guide to contacting the Parag Parikh PPFAS Mutual Fund investor desk for queries, service requests, and complaints, covering email, phone, ISC …
- How to download a PPFAS account statement
Step-by-step guide to downloading account statements for Parag Parikh PPFAS Mutual Fund holdings through selfinvest.ppfas.com, covering the three statement …
- How to download a PPFAS capital-gains statement for ITR
Step-by-step guide to downloading the financial-year capital-gains statement for Parag Parikh PPFAS Mutual Fund holdings through selfinvest.ppfas.com, covering …
- How to download a PPFAS ELSS Section 80C tax-proof certificate
Step-by-step guide to downloading the Section 80C investment proof certificate for Parag Parikh ELSS Tax Saver Fund subscriptions through selfinvest.ppfas.com, …
- How to download AIS and TIS for PPFAS reconciliation
Step-by-step guide to downloading the Annual Information Statement (AIS) and the Taxpayer Information Summary (TIS) from the Income Tax e-filing portal, …
- How to escalate a PPFAS complaint to SEBI SCORES
Step-by-step guide to escalating an unresolved complaint against Parag Parikh PPFAS Mutual Fund to the SEBI SCORES (SEBI Complaints Redress System) portal, …
- How to file a complaint with PPFAS
Step-by-step guide to filing a formal complaint with Parag Parikh PPFAS Mutual Fund through the SEBI-prescribed Investor Grievance Redressal mechanism, covering …
- How to file Schedule 112A in ITR for PPFAS LTCG
Step-by-step guide to filing the ITR-2 or ITR-3 Schedule 112A section for Parag Parikh PPFAS Mutual Fund long-term capital gains, covering the scrip-wise …
- How to find PPFAS press coverage and fund manager interviews
Step-by-step guide to finding press coverage, fund manager interviews, and PPFAS-related articles in Indian financial-media archives, covering Mint, Economic …
- How to follow PPFAS on X (Twitter) and LinkedIn
Step-by-step guide to following the official PPFAS Mutual Fund social media accounts on X (formerly Twitter), LinkedIn, and other platforms, covering account …
- How to invest in Parag Parikh Liquid Fund (parking surplus)
Step-by-step guide to investing in Parag Parikh Liquid Fund through selfinvest.ppfas.com or the PPFAS CashFlex app for short-term cash parking, covering the …
- How to invest in PPFAS schemes on Zerodha Coin
Step-by-step guide to investing in PPFAS Mutual Fund schemes through Zerodha Coin, the discount-broker direct-plan mutual fund platform, covering account …
- How to invest in PPFAS schemes via Angel One
Buying PPFAS funds on Angel One, the full-service broker, plus the one decision that genuinely differs from pure aggregators: holding units in SoA form versus …
- How to invest in PPFAS schemes via ET Money
Buying PPFAS funds on ET Money, the Times Internet aggregator, plus the editorial layer that distinguishes it from peer platforms and how that interacts with …
- How to invest in PPFAS schemes via Groww
Buying PPFAS mutual fund units on Groww: the practical steps, the gotchas that bite first-time aggregator users, and where Groww differs from going direct via …
- How to invest in PPFAS schemes via INDmoney
Buying PPFAS funds on INDmoney, the multi-asset platform whose real selling point is unifying Indian mutual funds, Indian stocks, US stocks, and savings under …
- How to invest in PPFAS schemes via Kuvera
Buying PPFAS funds on Kuvera, with attention to the goal-tracking and family-portfolio features that distinguish it from peer aggregators, plus the things that …
- How to invest in PPFAS schemes via MF Central
Step-by-step guide to investing in PPFAS Mutual Fund schemes through MF Central, the joint CAMS-KFin investor portal, covering account registration, folio …
- How to invest in PPFAS schemes via MF Utility
Step-by-step guide to investing in PPFAS Mutual Fund schemes through MF Utility (MFU), the AMFI-promoted AMC-consortium transaction platform, covering Common …
- How to invest in PPFAS schemes via Paytm Money
Buying PPFAS funds on Paytm Money, the mutual fund and broking arm of One97 Communications, with attention to where the Paytm-ecosystem UPI integration …
- How to invest in PPFCF lump sum via SelfInvest portal
Step-by-step guide to placing a direct-plan lump-sum purchase order in Parag Parikh Flexi Cap Fund (PPFCF) through selfinvest.ppfas.com, covering scheme and …
- How to link an existing PPFAS folio to SelfInvest
Step-by-step guide to linking a pre-existing PPFAS Mutual Fund folio acquired through a distributor, a third-party platform, or an older direct-mode …
- How to listen to PPFAS podcasts and audio content
Step-by-step guide to finding and listening to Parag Parikh PPFAS Mutual Fund-related podcast appearances on Spotify, Apple Podcasts, JioSaavn, YouTube, and …
- How to modify a PPFAS SIP
Step-by-step guide to modifying an active SIP on a PPFAS Mutual Fund scheme via selfinvest.ppfas.com, covering changes to the per-installment amount, the SIP …
- How to open a PPFAS SelfInvest direct-plan account
Step-by-step guide to opening a direct-plan investor account on selfinvest.ppfas.com, the PPFAS Mutual Fund self-service portal, including PAN registration, OTP …
- How to pause a PPFAS SIP
Step-by-step guide to temporarily pausing a Systematic Investment Plan (SIP) on a PPFAS Mutual Fund scheme through selfinvest.ppfas.com, covering the …
- How to prepare to attend the PPFAS Annual Unitholders' Meet
Step-by-step guide to preparing for attending the Parag Parikh PPFAS Mutual Fund Annual Unitholders' Meet, whether in person or via live stream, covering …
- How to read a PPFAS monthly factsheet
Step-by-step guide to navigating and interpreting the Parag Parikh PPFAS Mutual Fund monthly factsheet, covering the cover page, portfolio composition by …
- How to read PPFAS AUM and net-flow data
Step-by-step guide to finding and interpreting Parag Parikh PPFAS Mutual Fund AUM (Assets Under Management) and net inflow/outflow data through the monthly …
- How to read PPFAS scheme rating reports
Step-by-step guide to finding and interpreting third-party scheme rating reports for Parag Parikh PPFAS Mutual Fund schemes from Value Research Online, …
- How to read the PPFAS Annual Letter
Step-by-step guide to accessing and reading the PPFAS Annual Letter, the AMC's deepest annual communication tradition since 2014, covering download access on …
- How to reconcile AIS with the PPFAS capital-gains statement for ITR
Step-by-step guide to reconciling the Annual Information Statement (AIS) entries with the PPFAS-issued capital-gains statement before filing ITR, covering …
- How to register for the PPFAS Annual Unitholders' Meet in person
Step-by-step guide to registering for in-person attendance at the Parag Parikh PPFAS Mutual Fund Annual Unitholders' Meet, covering the registration window, …
- How to report PPFAS IDCW receipts in ITR
Step-by-step guide to reporting Income Distribution cum Capital Withdrawal (IDCW) receipts from PPFAS Mutual Fund schemes in ITR-2 or ITR-3 Schedule OS, …
- How to set up SIP top-up on a PPFAS scheme
Step-by-step guide to registering an SIP top-up (also called step-up SIP) on a PPFAS Mutual Fund scheme via selfinvest.ppfas.com, covering annual versus …
- How to set up STP from PPFCF to Liquid Fund (and other PPFAS pairs)
Step-by-step guide to registering a Systematic Transfer Plan (STP) between two PPFAS Mutual Fund schemes via selfinvest.ppfas.com, covering …
- How to set up SWP on a PPFAS scheme
Step-by-step guide to registering a Systematic Withdrawal Plan (SWP) on a PPFAS Mutual Fund scheme via selfinvest.ppfas.com, covering source-scheme selection, …
- How to start a PPFCF SIP via SelfInvest portal
Step-by-step guide to registering a Systematic Investment Plan (SIP) in Parag Parikh Flexi Cap Fund through selfinvest.ppfas.com, covering scheme selection, …
- How to start an SIP in Parag Parikh ELSS Tax Saver Fund
Step-by-step guide to registering a Systematic Investment Plan in Parag Parikh ELSS Tax Saver Fund through selfinvest.ppfas.com, covering the Rs 500 minimum, …
- How to submit questions for the PPFAS Annual Unitholders' Meet
Step-by-step guide to submitting questions for the PPFAS Annual Unitholders' Meet Q&A session, covering the pre-event question-submission channels, the …
- How to transmit PPFAS units on a unit holder's death
Step-by-step guide to the transmission process for Parag Parikh PPFAS Mutual Fund units following the death of a unit holder, covering the three scenarios …
- How to update bank account on a PPFAS folio
Step-by-step guide to updating the registered bank account on a Parag Parikh PPFAS Mutual Fund folio through selfinvest.ppfas.com, covering documentary proof …
- How to use Bollinger Bands on Kite
Step-by-step guide to applying Bollinger Bands on Zerodha Kite charts, configuring the period and standard-deviation multiplier, reading band expansion, …
- How to use Fibonacci retracements on Kite
Step-by-step guide to applying Fibonacci retracements on Zerodha Kite charts, choosing the swing high and swing low, reading the standard ratios (23.6%, 38.2%, …
- How to use MACD on Kite
Step-by-step guide to applying Moving Average Convergence Divergence (MACD) on Zerodha Kite charts, reading the MACD line, signal line, and histogram, and …
- How to use RSI on Kite
Step-by-step guide to applying the Relative Strength Index (RSI) on Zerodha Kite charts, choosing the period, interpreting overbought/oversold zones and …
- How to use Supertrend on Kite
Step-by-step guide to adding the Supertrend indicator on Zerodha Kite charts (both ChartIQ and TradingView engines), choosing the ATR period and multiplier, …
- How to use the PPFAS Liquid Fund Instant Access Facility
Step-by-step guide to using the T+0 Instant Access Facility (IAF) for emergency redemption from Parag Parikh Liquid Fund via selfinvest.ppfas.com or the PPFAS …
- How to use the SEBI ODR mechanism for PPFAS disputes
Step-by-step guide to using the SEBI Online Dispute Resolution (smartODR) mechanism for disputes involving Parag Parikh PPFAS Mutual Fund, covering the smartODR …
- How to use VWAP on Kite
Step-by-step guide to applying Volume Weighted Average Price (VWAP) on Zerodha Kite charts, choosing between session and anchored VWAP, and using the indicator …
- How to watch the PPFAS Annual Unitholders' Meet livestream
Step-by-step guide to watching the live broadcast of the Parag Parikh PPFAS Mutual Fund Annual Unitholders' Meet (AUM) on the PPFAS YouTube channel, covering …
- 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 …
- 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 …
- 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 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 …
- 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 …
- 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 …
- 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 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 …
- 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 …
- 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 …
- 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 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 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 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 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 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 …
- 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, …
- 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 …
- 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 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 …
- 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 …
- 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 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 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 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 …
- 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 …
- 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 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 …
- 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 …
- 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 …
- 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 …
- 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 …
- 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 …
- 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 …
- 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 …
- 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 …
- 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 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 …
- 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 participate in an auction trade on Zerodha
Step-by-step guide to participating in NSE/BSE close-out auctions on Zerodha Kite when you have a short delivery position or want to sell shares in the auction …
- How to pause or cancel an SIP on Coin
Step-by-step guide to pausing or permanently cancelling a Systematic Investment Plan on Zerodha Coin: timing rules, mandate cancellation, and impact on existing …
- How to place a basket order on Kite
Step-by-step guide to placing a basket order on Zerodha Kite, covering the basket creation, adding multiple instruments, order types per leg and one-click …
- How to place a GTT order on Kite
Step-by-step guide to placing a Good Till Triggered (GTT) order on Zerodha Kite, covering single and OCO trigger types, conditions and management.
- How to place a limit order on Kite
Step-by-step guide to placing a limit order on Zerodha Kite for equity and F&O, covering price entry, validity, partial fills and modification.
- How to place a market order on Kite
Step-by-step guide to placing a market order on Zerodha Kite for equity and F&O, covering the order ticket, exchange selection, slippage risks and verification.
- How to place an AMO on Kite
Step-by-step guide to placing an After Market Order (AMO) on Zerodha Kite outside regular trading hours, covering the AMO window, supported order types and …
- How to place an iceberg order on Kite
Step-by-step guide to placing an iceberg order on Zerodha Kite, covering total quantity, disclosed quantity legs, leg size and the order book display.
- How to place an SL order on Kite
Step-by-step guide to placing a Stop-Loss (SL) limit order on Zerodha Kite, covering the trigger price, limit price, order book status and common errors.
- How to place an SL-M order on Kite
Step-by-step guide to placing a Stop-Loss Market (SL-M) order on Zerodha Kite, covering the trigger price, execution mechanics and when to prefer SL-M over SL.
- How to place your first equity buy order on Kite
Step-by-step guide for first-time investors on placing an equity buy order on Zerodha Kite, covering the order ticket, product codes CNC and MIS, and order …
- How to pledge mutual funds for margin on Zerodha
Step-by-step guide to pledging demat-held mutual fund units as collateral margin on Zerodha: eligible funds, haircut, re-pledge flow, and risks of margin …
- How to re-KYC an existing Zerodha account
Step-by-step guide to completing a KYC renewal (re-KYC) for an existing Zerodha account, including why it is required, documents needed, and the online …
- How to read the Kite order book
A guide to understanding every column and status in the Zerodha Kite order book, covering order ID, status transitions, filled quantities and order history.
- How to read the Kite trade book
A guide to understanding every column in the Zerodha Kite trade book, covering trade ID, executed price, quantity, exchange trade confirmation and P&L …
- How to redeem a mutual fund on Coin
Step-by-step guide to redeeming mutual fund units on Zerodha Coin: CDSL TPIN authorisation, full or partial redemption, cut-off times, and payout timelines.
- How to release blocked IPO funds after non-allotment
Step-by-step guide to understanding, tracking, and if necessary expediting the release of UPI ASBA lien blocks after an IPO application does not result in an …
- How to set up an SIP via UPI autopay on Coin
Step-by-step guide to registering a UPI autopay mandate for a Systematic Investment Plan on Zerodha Coin: e-mandate creation, approval in UPI app, limits, and …
- How to short-sell intraday on Zerodha
Step-by-step guide to executing an intraday short-sell trade on Zerodha Kite using MIS product code, covering the order ticket, margin, auto square-off and …
- How to sign DDPI on Zerodha
Guide to signing the Demat Debit and Pledge Instruction (DDPI) on Zerodha to enable smooth securities sell orders without per-transaction CDSL TPIN or eDIS …
- How to start an SIP on Coin
Step-by-step guide to setting up a Systematic Investment Plan (SIP) on Zerodha Coin: scheme selection, instalment amount, frequency, mandate registration, and …
- How to switch a mutual fund on Coin
Step-by-step guide to switching from one mutual fund scheme to another on Zerodha Coin: same-AMC restrictions, CDSL TPIN, cut-off times, and tax treatment.
- How to switch from regular to direct mutual fund via Coin
Step-by-step guide to migrating your regular plan mutual fund holdings into direct plans on Zerodha Coin: the switch mechanism, tax consequences, and …
- How to update a nominee on Zerodha
Step-by-step guide to changing or updating a nominee on a Zerodha demat account, including editing nominee details, reallocating percentages, and re-signing via …
- How to upload signature and photo for Zerodha
How to prepare and upload a signature and photograph for Zerodha account opening or KYC update, with file format, size, and quality requirements.
- How to use Sentinel for cloud-based alerts on Zerodha
Step-by-step guide to using Zerodha Sentinel for multi-condition, technical indicator and persistent cloud-based alerts that fire even when Kite is closed.
- How to use the marketwatch on Kite
Step-by-step guide to using the Kite marketwatch for managing watchlists, adding instruments, customising columns, reading market depth and setting alerts.
- How to view holdings on Kite vs Console
A guide to viewing your equity holdings on Zerodha Kite and Zerodha Console, understanding what each platform shows, and how to reconcile them with your demat …
- How to withdraw an IPO bid on Zerodha
Step-by-step guide to withdrawing an IPO bid on Zerodha Kite before the bid window closes, including the lien-release timeline and what happens to the UPI …
- How to apply for an IPO on the Zerodha Kite mobile app
Step-by-step guide to applying for an Initial Public Offering on the Zerodha Kite mobile app for Android and iOS, including the touch-driven Bids → IPO.
- How to apply for an IPO on Zerodha Console (legacy)
Step-by-step guide to the legacy Zerodha Console route for IPO applications at console.zerodha.com → Portfolio → IPO.
- How to apply for an IPO on Zerodha Kite (web)
Step-by-step guide to applying for an Initial Public Offering on Zerodha's Kite web platform at kite.zerodha.com.
- How to approve a UPI mandate for an IPO application
Step-by-step guide to approving the UPI mandate that funds an IPO application: the generic flow that applies on every UPI app, followed by app-specific.
- How to check IPO allotment status on Zerodha
Step-by-step guide to checking your IPO allotment status across four channels: Zerodha Kite, the registrar's portal (KFin / Link Intime), the BSE and NSE.
- How to modify or withdraw an IPO bid on Zerodha
Step-by-step guide to modifying or withdrawing an in-progress IPO bid on Zerodha Kite (web or mobile app) before the bid window closes.