Presentation Outline

Products and Services Offered by Zerodha

Content

 Section 1: Overview of Zerodha

 Section 2: Zerodha's Trading Platforms
 Section 3: Zerodha's Investment and Ancillary Services

Section 1: Overview of Zerodha

Page 1.1: Introduction to Zerodha

 Pioneering Brokerage: Zerodha, India's largest stockbroker, offers a range of

financial services, including equity, futures & options, commodity trading, and mutual
funds, with a focus on providing the lowest brokerage rates and innovative trading
solutions.
 User-Centric Approach: Zerodha's commitment to democratizing finance is evident
in its user-friendly platforms and transparent pricing, catering to both seasoned traders
and newcomers in the market.
 Tech-Driven Solutions: Zerodha's emphasis on leveraging technology has led to the
development of cutting-edge tools and platforms, empowering clients with seamless
and efficient trading experiences.

Page 1.2: Kite - Zerodha's Flagship Trading Platform

 Intuitive Interface: Kite, Zerodha's flagship trading platform, is designed to offer a

clean, noise-free interface, enabling users to focus on their trading strategies without
distractions.
 Advanced Charting: Kite provides advanced charting tools, real-time data, and
customizable indicators, equipping traders with the insights needed to make informed
investment decisions.
 Mobile Accessibility: With a mobile app that mirrors the desktop experience, Kite
ensures that users can stay connected to the markets and execute trades on the go,
enhancing accessibility and flexibility.

Page 1.3: Zerodha's Products

 Trader Education: Zerodha's educational initiatives include comprehensive

resources, webinars, and tutorials aimed at empowering traders with the knowledge
and skills required to navigate the financial markets effectively.
 Varsity: Zerodha Varsity, an extensive educational platform, offers structured
modules covering various aspects of trading, investing, and financial literacy, catering
to individuals at different stages of their investment journey.
 Community Engagement: Zerodha's active community forums and support channels
foster a collaborative learning environment, where traders can exchange ideas, seek
guidance, and stay updated on market developments.

Page 1.4: Customer Support and Service Offerings

  Responsive Assistance: Zerodha's customer support team is dedicated to providing
prompt assistance and resolving queries, ensuring that clients receive the necessary
support throughout their trading experience.
 Ancillary Services: In addition to trading, Zerodha offers services such as mutual
funds, insurance, and commodity trading, catering to diverse investment needs and
preferences.
 Innovative Offerings: Zerodha's innovative products, such as Coin (direct mutual
fund platform) and GoldenPi (digital platform for bonds), reflect its commitment to
expanding its service offerings and enhancing the investment landscape.

Section 2: Zerodha's Trading Platforms

Page 2.1: Kite Connect API

 API Integration: Kite Connect API enables developers to build customized trading
and investment applications, leveraging Zerodha's robust infrastructure and market
data to create tailored solutions.
 Algo Trading: The API facilitates algorithmic trading, empowering users to automate
their trading strategies and execute orders based on predefined conditions and
parameters.
 Market Data: Kite Connect API provides access to real-time market data, historical
information, and extensive instrument coverage, enabling developers to create data-
driven trading applications.

Page 2.2: Console - Zerodha's Back-Office Platform

 Portfolio Management: Console serves as Zerodha's back-office platform, offering

comprehensive insights into users' portfolios, including holdings, P&L statements, tax
reports, and transaction history.
 Fund Management: Users can manage funds, withdrawals, and settlements
seamlessly through Console, providing a transparent and efficient system for financial
operations.
 Reporting and Analytics: Console provides detailed reports, analytics, and
visualizations, empowering users to gain valuable insights into their trading activities
and investment performance.

Page 2.3: Sentinel - Zerodha's Market Monitoring Tool

 Custom Alerts: Sentinel enables users to set custom alerts for price movements,
technical indicators, and other market conditions, ensuring that they stay informed
and proactive in response to market dynamics.
 Risk Management: The tool offers risk management features, allowing users to
define risk parameters, create risk profiles, and implement risk mitigation strategies
based on their trading preferences.
 Market Insights: Sentinel provides market insights, volatility analysis, and trend
monitoring, equipping traders with the information needed to make timely and
informed decisions.

Page 2.4: Zerodha Coin - Direct Mutual Fund Platform

  Direct Mutual Funds: Zerodha Coin offers a platform for investing in direct mutual
funds, providing users with access to a diverse range of funds without any
commissions or hidden charges.
 SIP and Lump Sum: Users can set up systematic investment plans (SIPs) and make
lump-sum investments in mutual funds through Zerodha Coin, facilitating disciplined
and goal-oriented investing.
 Consolidated Portfolio: Zerodha Coin provides a consolidated view of users' mutual
fund investments, enabling them to track and manage their portfolios efficiently
within a single interface.

Section 3: Zerodha's Investment and Ancillary Services

Page 3.1: Zerodha Varsity - Educational Platform

 Structured Learning: Zerodha Varsity offers structured modules covering various

aspects of trading, investing, and personal finance, catering to individuals at different
levels of expertise.
 Interactive Content: The platform provides interactive content, quizzes, and
assessments, enhancing user engagement and facilitating effective learning
experiences.
 Comprehensive Resources: Zerodha Varsity's comprehensive resources include
articles, tutorials, and videos, ensuring that users have access to diverse learning
materials aligned with their learning preferences.

Page 3.2: GoldenPi - Digital Platform for Bonds

 Bond Investments: GoldenPi offers a digital platform for investing in bonds,

providing users with access to a wide range of bonds from reputed issuers, along with
transparent pricing and seamless transactions.
 Portfolio Diversification: The platform enables users to diversify their investment
portfolios by including bonds, offering an additional avenue for wealth creation and
risk management.
 Market Insights: GoldenPi provides market insights, analysis, and research reports,
empowering users to make informed decisions regarding their bond investments.

Page 3.3: Zerodha Insurance

 Insurance Offerings: Zerodha provides access to insurance products, including

health insurance and term insurance, catering to the risk management and protection
needs of its clients.
 Transparent Process: Zerodha's insurance services emphasize transparency,
ensuring that users have access to clear information, competitive premiums, and
hassle-free policy management.
 Customer Advocacy: Zerodha's approach to insurance is centered on customer
advocacy, aiming to provide users with the guidance and support needed to make
informed insurance decisions aligned with their financial goals.

Page 3.4: NRI Trading and Commodity Trade

 NRI Trading: Zerodha offers specialized services for non-resident Indians (NRIs),
facilitating seamless trading and investment opportunities in the Indian financial
markets.
 Commodity Trading: Zerodha's commodity trading platform provides users with
access to commodity derivatives, enabling them to diversify their investment
portfolios and participate in commodity markets.
 Regulatory Compliance: Zerodha ensures regulatory compliance and adherence to
guidelines for NRI trading and commodity trade, providing users with a secure and
compliant trading environment.