Procedures & Documentation for NRI Account
You may commence using the account once the necessary formalities have been fulfilled:
Kotak Securities will provide you with the NRI 3 in 1 Account, which combines PIS, Demat, and Trading accounts, ensuring a seamless and effortless online trading experience.
Please note: Your PIS account will be opened with Kotak Mahindra Bank Limited.
How to open an NRI Account online?

Opening a NRI Demat account, NRI 2-in-1 account, or NRI 3-in-1 account can be a hassle-free process with minimal paperwork. Follow these 3 SIMPLE STEPS to open your NRI Account!
- Complete the contact form on our website (Our coordinator in your country will reach out and send the digitally filled account opening form)
- Sign the account opening form
- Submit documents (We'll arrange a free courier pick-up from your doorstep)
Please note: A coordinator serves as a liaison between the client and Lakshit Financial, assisting with account opening procedures and documentation only. Once the account is active, all operations and transactions will be conducted through online platforms provided by Kotak Securities in India.
Procedures
Documentation

Proof of identity
Passport and OCI/ Resident permit card/ Visa

Address Proof
Bank statement/ Electricity bill/ Telephone bill/ Leave and license agreement/ Driving licence

Bank Proof
Bank statement/ Banker's verification (from a Schedule commercial bank only)

PAN Card
NRI PAN Card or AADHAR Linked PAN Card

Photographs

TIN (Tax Identification Number)
TIN document Or any official document containing your TIN
*All the above documents need to be self attested and verified by our authorised person in India. In case, you are sending forms from other countries, please get all the documents verified by our coordinator in your country or attested by Indian Embassy/ consulate general/ overseas banker/ Notary. The attesting authority should affix a "verified with original" stamp, name, designation, signature and date on the said documents.