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Where should I keep my funds for smallcase investment?

  • If you are a Trinity customer i.e. you have an account with Kotak Bank, Kotak Neo demat and trading account, the Auto-Debit facility will ensure funds are debited from your linked bank account automatically.
  • If you are a Non-Trinity customer, you must maintain sufficient funds in your Trading Account for the SIP to be processed successfully.
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Still have questions?

Can we check the status of the SIP on the day of SIP execution?

When I exit my smallcase, does it just sell my existing investments, or does it also cancel my ongoing SIP?

What happens if I sell my smallcase holdings from my portfolio under the Investment tab?

Can I modify a smallcase that is already created?

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