How can I transfer funds to Kotak Neo Trading account?
You can make a fund transfer by using netbanking, UPI, Kotak's Direct Access or via IMPS/NEFT/RTGS. To transfer funds,
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Go to the funds section from home screen and click on the deposit button
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Enter the amount you would like to deposit
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Select a payment method such as netbanking, UPI, Direct Access or IMPS/NEFT/RTGS
For UPI transfer,
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Enter the UPI ID of your linked bank account
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Validate the live payment request received from Kotak Neo in your UPI app
To add / deposit funds via Nest, you can follow the steps in the video:

How to add Funds to your NEST Trading Terminal
01m 04s
You can transfer funds using Net Banking, UPI, or NEFT/IMPS/RTGS. If you have a 3-in-1 account with us, you can use Kotak's 3-in-1 (trinity) fund transfer services to transfer funds. To transfer funds, use the Kotak app or website:
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Login to Kotak Neo app.
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From the bottom menu, select Dashboard.
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Scroll to the bottom and select Add/Withdraw Funds.
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To transfer funds, choose a payment method from the options provided.
You can make a fund transfer by using Net banking, UPI, trinity (3-in-1) fund transfer service or via IMPS/NEFT/RTGS. To transfer funds,
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Login to Kotak Neo Website https://www.kotakneo.com/
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Go to Funds Section
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Click of Fund Transfer
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Enter the relevant details and click on confirm to transfer funds
Following channels can be used for Funds Transfer
- Trinity: Direct Funds Transfer applicable to 3-in-1 Account Holders or Trinity Account Holders
- NetBanking: Transfer of funds for non-trinity Users using NetBanking
- UPI: Transfer of funds for non-trinity Users using UPI
- NEFT/ RTGS/IMPS: Transfer of funds applicable for Trinity & Non-Trinity Users using NEFT/RTGS/IMPS
- Cheque: Transfer of funds applicable for Trinity & Non-Trinity Users using a Cheque