Everything you need to know to get started with your Zerodha account (2024)

How long will it take to get the login credentials?

The user ID to log in to Kite, Zerodha’s trading platform, is displayed as soon as the account opening forms are designed. The user ID is also sent to the registered email ID with the subject line Welcome to Zerodha. If the email cannot be found, click on Forgot user ID or password? to recover the Kite user ID. See, How to recover the Kite user ID?

Kite - Trading platform

Download the Kite app by Zerodha on Google Play and App Store. Or visit kite.zerodha.com to start trading and investing. To get a demo of Kite, visit kite-demo.zerodha.com/dashboard.

Learn more about Kite by visiting support.zerodha.com/category/trading-and-markets/kite-web-and-mobile. Take a free course on Kite by visiting kite.learnapp.com or read the user manual by visiting kite.trade/docs/kite.

Console - Reporting platform

View or download reports by visiting console.zerodha.com. To learn about various reports, visit support.zerodha.com/category/console/reports.

Charges at Zerodha

Visit zerodha.com/charges to see all the applicable charges while trading and investing.

How does Zerodha help a new investor or trader?

Zerodha offers multiple platforms that are aimed at financial education.

  • Varsity: One of the largest, in-depth educational resources for the stock market and financial lessons on the web and is accessible to anyone. To learn more, visit zerodha.com/varsity or download the app for Android and iOS. Varsity Certified is an online certification program designed to test your market knowledge and give you the confidence to start your career in capital markets. To learn more, visit zerodha.com/varsity/certified.
  • LearnApp: An educational platform that provides online video lessons from industry experts on investing, trading, and business. To learn more, visit learnapp.com.
  • TradingQnA: A discussion forum about stock markets. Ask questions and seek answers to queries by visiting tradingqna.com.
  • Z-connect: A blog about trading and investing with Zerodha. All announcements, initiatives, and updates on Zerodha’s platforms and products are posted on this blog. To learn more, visit zerodha.com/z-connect.
  • Quicko: A tax-filing platform for Zerodha traders. To learn more, visit zerodha.quicko.com.

Can IPOs be applied using Zerodha?

Yes, visit zerodha.com/ipo to apply for IPOs and view upcoming and closed IPOs. To learn more about IPOs, visit support.zerodha.com/category/console/ipo.

How to add funds to Zerodha account?

Funds can be added online using UPI, payment gateway, NEFT/RTGS and IMPS. They can also be added using a cheque. To learn more, visit support.zerodha.com/category/funds/adding-funds.

Can mutual fund investments be made through Zerodha?

Yes, visit coin.zerodha.com to invest in mutual funds.

How to contact Zerodha support?

All queries regarding Zerodha, its products, and its services are answered on the support portal. Visit support.zerodha.com. Select the relevant topic and create a ticket if further assistance is required. See How do I create a ticket or raise a complaint at Zerodha? For assistance over call, dial 080 4718 1888 or 080 4718 1999. Clients are required to enter the support code to reach the support desk. See, What is a support code, and why is it required to reach Zerodha’s support desk?

Refer and Earn

Refer friends and family to earn 10% of their brokerage. See How do I refer Zerodha to my friends and family? Each successful referral earns 300 reward points, which can be used to subscribe to Zerodha's paid partner products. See What can I do with the reward points earned through referral?

Should physical documents be sent to Zerodha after the account is opened?

Physical documents are not required to be sent to Zerodha, as the account opening process is entirely online.

Will Zerodha send any documents to my address?

No, Zerodha does not send any documents unless requested. Clients can opt to receive physical or digital annual reports. To learn more, see Does Zerodha send any physical documents through mail or courier?

Does Zerodha provide tips and advice?

Zerodha does not provide tips, money management services, or advisory services. If any unsolicited advisory or stock tip via SMS, call or email was received from someone claiming to be from Zerodha, report the same by creating a ticket with the details. To learn more visit, fightstocktips.zerodha.com.

Does Zerodha provide a platform to help create long-term portfolios?

Yes, smallcase is a theme-based investment platform that helps build a diversified, low-cost, and long-term portfolio. To learn more, visit smallcase.zerodha.com.

Does Zerodha provide a platform for options analysis and strategy-based trading?

Yes, sensibull helps clients trade simple options strategies with limited losses. To learn more, visit sensibull.com.

Does Zerodha provide a platform for creating and backtesting strategies?

Yes, streak helps plan and manage trades without coding. To learn more, visit streak.tech.

Everything you need to know to get started with your Zerodha account (2024)

FAQs

What are 7 steps of opening account with Zerodha? ›

1. How to open demat and trading account with Zerodha?
  • Visit the Zerodha website.
  • Click on the Sign up Now button.
  • Enter your mobile number and click on Continue.
  • Enter the 6-digit OTP received on your mobile number. ...
  • Verify your email id by entering 6 digits OTP received on your email id.
  • Enter your PAN No.

How to start trading in Zerodha for beginners? ›

Steps on how to buy and sell stocks on Zerodha:
  1. Create a trading account with Zerodha.
  2. Fund your trading account with a minimum of Rs. ...
  3. Download the Kite app or log in to the Zerodha platform.
  4. Search for the stock you want to buy or sell.
  5. Enter the number of shares you want to buy or sell.
Aug 12, 2024

Is Zerodha good for beginners? ›

While there are some potential drawbacks, the overall benefits far outweigh them. By taking advantage of Zerodha's educational resources and community support, beginners can confidently embark on their investing journey.

Can I open a Zerodha account from the USA? ›

Non-Resident Indian (NRI) Zerodha accounts can only be opened offline, unlike resident individual accounts that can be opened online.

Why does Zerodha charge 200 for account opening? ›

The account opening fee was the actual cost of opening and maintaining an account — KYC, documentation, eSign, human verification, etc. Without the account opening fee to recover these costs, the business could potentially be pressured to recover those costs in other ways since, when we started, we were bootstrapped.

Can I have 2 accounts with Zerodha? ›

Yes, more than one demat account can be opened, i.e. an individual and a joint demat account. To open an individual account, see How to open a Zerodha account online?

How much money is required for Zerodha? ›

Charges for account opening
Type of accountCharges
Online accountfree
Offline accountfree
NRI account (offline only)₹ 500
Partnership, LLP, HUF, or Corporate accounts (offline only)₹ 500

What is the minimum investment in Zerodha? ›

Fund Performance: The Zerodha Nifty Large Midcap 250 Index Fund comes under the Equity category of Zerodha Mutual Funds. Minimum Investment Amount: Lump sum minimum amount for Zerodha Nifty Large Midcap 250 Index Fund is ₹100 and for SIP, it is ₹100.

How much money required for option buying in Zerodha? ›

So to buy an option at Rs 100, you need to have only Rs 5000 ( Rs 100 x 50), but to write an option you will need around Rs 25,000 which is marked to market daily, which means that if there is a loss you are asked to bring in those funds to your trading account by end of the day.

What are the cons of Zerodha? ›

Doesn't provide stock tips, research reports or recommendations. Monthly unlimited trading plans are not available. Lifetime free AMC demat account plans are not available. An additional charge of Rs 50 per executed order for MIS/BO/CO positions which are not square off by the customer.

Which broker is better than Zerodha? ›

Upstox is better than Zerodha only in terms of account opening fees and annual maintenance fees. A beginner investor can open a free account with no annual maintenance fees. Zerodha, on the other hand, appeals to active investors and traders with its free equity delivery and lower brokerage charges.

Is Zerodha 100% safe? ›

Yes, Zerodha is a legitimate stock brokerage firm in India. It is registered with SEBI, CDSL and all major stock exchanges in India. As with other popular brokers, Zerodha works under the regulations laid by SEBI and RBI.

What banks does Zerodha support? ›

Zerodha offers AMO and GTC order facilities. While the Zerodha demat account supports NRO accounts with any bank, NRI customers must open their NRE accounts with HDFC Ban, IDFC First Bank, IndusInd Bank, Axis Bank, or Yes Bank.

What happens to my Zerodha account if I move abroad? ›

A citizen of India or a person of Indian origin who resides outside India for more than 182 days is known as a Non-Resident Indian (NRI). If a resident individual account is held after becoming an NRI, the account must be converted to an NRI-NRO account.

Can I buy US stocks from Zerodha? ›

At present, Zerodha does not facilitate investments in stocks listed on foreign stock exchanges. If one desires to invest in US stocks such as Apple, Google, Facebook, Amazon or aims to gain exposure to global markets, the easiest approach is through international mutual funds.

How many days does it take to open a Zerodha account? ›

Zerodha offers online as well as offline account opening. The online account opening takes one working day after you submit the online account opening application form. The offline account opening may take up to 2 working days once Zerodha receives the account opening paper forms at its Bangalore office.

How to create an account on Zerodha? ›

To open an online account, the following documents are required:
  1. Self-attested copy of the PAN with the signature under Applicant signature.
  2. A scanned copy of the signature. ...
  3. Aadhaar number.
  4. A bank proof in the client's name. ...
  5. An income proof, if a client wants to trade in F&O.

What are the steps of trading account? ›

Follow these steps to open trading account online:
  1. Step 1: Choose a stockbroker. ...
  2. Step 2: Compare brokerages rates and services provided. ...
  3. Step 3: Get in touch with selected broker for account opening. ...
  4. Step 4: Fill account opening & KYC Form. ...
  5. Step 5: Application verification process. ...
  6. Step 6: Get your trading account details.

How much does it cost to open a Zerodha account? ›

Charges for account opening
Type of accountCharges
Online accountfree
Offline accountfree
NRI account (offline only)₹ 500
Partnership, LLP, HUF, or Corporate accounts (offline only)₹ 500

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