| Basic Details | - •Broker Type: Full-service broker
- •Founded: 1994
| - •Broker Type: Discount broker
- •Founded: Legacy RKSV/Upstox retail broking entity
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| Charges & AMC | - •Account structure options: 3-in-1 and 2-in-1
- •Plan fee and AMC depend on selected brokerage plan
| - •Account Opening: Rs 0
- •Demat AMC: Rs 150 per year (first-year concessions may apply in offers)
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| Brokerage | - •Trade Free plan highlights: Rs 10/order for intraday and F&O in key contexts
- •Delivery brokerage varies by plan (including free delivery in youth plan context)
| - •Equity Delivery: Rs 20 or 2.5% (whichever is lower)
- •Equity Intraday: Rs 20 or 0.05% (whichever is lower)
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| Other Charges | - •Plan subscription or switching fee may apply.
- •Interest on margin facility and collateral use depends on plan terms.
| - •Call and Trade: Rs 20 per executed order
- •Instant money transfer fee and physical statement fees may apply
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| Leverage (Margin) | - •MTF offerings with daily/annualized interest rates are part of plan matrix.
- •Leverage and collateral funding conditions are plan specific.
| - •Margin/leverage is segment specific and governed by exchange/risk policies.
- •Delivery generally follows full margin and intraday can provide lower upfront margins.
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| Features | - •Strong bank-backed ecosystem (Kotak Mahindra group).
- •3-in-1 account convenience.
| - •Digital-first execution with mobile/web stack.
- •Strong derivatives support and low brokerage positioning.
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| Trading Platforms | - •Kotak Neo web platform
- •Kotak Neo mobile app
| - •Upstox Pro web platform
- •Upstox mobile app
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| Reviews & Ratings | - •Positioned as reliable full-service choice with multi-plan flexibility.
- •In this extracted section, no single consolidated numeric rating is shown.
| - •Commonly viewed as low-cost, trader-friendly platform.
- •In this extract, no final single consolidated numeric rating table is shown.
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| Investment Options | - •Equities
- •Derivatives (equity, commodity, currency)
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| Order Types Offered | - •Standard market and limit orders
- •Intraday and carry-forward order flows
| - •Standard market and limit orders
- •Delivery/intraday/F&O execution flows
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| Suitable For (Investor Type) | - •Users wanting bank-linked 3-in-1 experience.
- •Investors/traders who prefer plan choice and branch-backed assistance.
| - •Cost-sensitive active traders.
- •App-first users who want strong F&O workflow.
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| Pros and Cons | - •Pros:
- •Trusted bank-backed brand and wide network.
| - •Pros:
- •Competitive low-cost brokerage model.
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