Data Imported from Kotak Securities

Data Imported from Kotak Securities

When you connect your Kotak Securities account with Quicko’s modules—Save, File, or Investments—your trade data is automatically imported to make tax planning and filing easier.

File / Save

  • File: Imports previous FY’s trades to help you file your ITR.
  • Save: Imports current FY’s trades for tax planning.

Capital Gains

Imports delivery-based trades in:

  • Equity: Stocks, ETFs, Mutual Funds
  • Debt & Other: ETFs, Mutual Funds, Bonds, Debentures
⚠️ If importing from both Kotak Securities and MF Central, reconcile Mutual Fund entries to avoid duplication.

Business & Profession

Imports intraday and derivative trades:

  • Equity: Intraday, ETFs, F&O
  • Debt: Intraday ETFs
  • Currency & Commodity: F&O

Investments

Imports all trade types (capital gains + business income) for both current and previous FYs—ideal for reviewing and tracking your portfolio.

💡 Want to Import Your Trades? Let’s Connect Your Apps!

Need help?

Raise a support ticket and we’ll assist you.