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What is the Trinity account?

The Trinity account is Kotak's 3-in-1 combining a Kotak Mahindra Bank savings account, Kotak Securities trading account, and demat account. Fund transfer for trade settlement is automatic — no NEFT or manual instruction needed. Up to five Kotak Bank savings accounts and five demat accounts can be linked. Kotak also offers a 2-in-1 (trading + demat) for non-Kotak bank customers who want to keep their existing bank. The NRI Trinity account provides the same integration using NRE/NRO PIS bank accounts.

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Topic: Kotak Securities FAQs

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