Emergency Exit via WhatsApp During Platform Outages - Beta

We’re happy to announce the beta launch of our Disaster Recovery (DR) platform for major outages, whether on Kite, Cloudflare, or our internal systems. This lightweight backup runs on a completely separate infrastructure and is accessible via WhatsApp, ensuring you can still view and exit positions when the main platform is down. Built to work independently of our core systems, it stays functional even in the event of a widespread failure.

While it offers only essential features, the goal is to give you a reliable, last-resort option to safeguard your positions during unexpected disruptions. As this is a beta release, we encourage you to try it out and share your feedback so we can improve the experience.


Why WhatsApp?

We chose WhatsApp as the alternative front end to Kite for a few key reasons. It works reliably even on low bandwidth and requires no new app installation. It scales effortlessly to handle sudden traffic spikes, which is crucial during disaster situations. As a widely used and familiar platform, most users can operate it without any learning curve. And with end-to-end encryption, your data and actions remain private and secure.


Key functions:

  • Log in & square off open positions (market orders only)
  • Cancel open orders
  • View positions, orders, holdings, and funds

How to use:

  1. Send “Hi” to 9964452020 on WhatsApp from your registered number
  2. Click Continue
  3. Enter Client ID, PAN, and OTP

Note: This will work only from the WhatsApp account linked to the registered mobile number in the trading account. The session will be valid only for the day.


Limitations:

  • No new order placement, partial exits, or advanced order types
  • Only the top 28 positions are visible
  • App-only (not WhatsApp Web)
  • P&L is static at page load
  • More than the freeze quantity positions cannot be squared off (planned for Phase 2)

Pending:

  • On the holdings page, only the settled CNC free quantity is displayed for now.
  • Minor text or parameter additions may be made on some pages.

This is meant for emergency use only, giving you a safe exit path when the main platform is unavailable.

Try it out and drop your thoughts here if you spot any issues.

27 Likes

This is cool. thanks

Excellent. Well done guys. Will have a look :blush:

Only for market orders? What about the limit orders? Most of the people place only limit orders

  1. do you mean to say only 28 positions an be squared off… If more positions are there then what?

Yes, for now only market orders, this is a solution in emergency kind of situation when brokers infra is down.

1 Like

Don’t understand why watsapp, why not a simple webpage what the benefit of doing it on watsapp

5 Likes

We need a simple webpage not WhatsApp.

Important point to understand here is this mode is alternate to current one and most useful in case when our infra is down which will be a rare scenario.

No other broker has ever done this, atleast in India.

We chose WhatsApp as an alternative front end to Kite for several reasons. It scales well and can handle sudden spikes in traffic, which often happen during disaster situations. It is also a popular and widely used platform, so it is familiar to most people. On top of that, WhatsApp provides end-to-end encryption, which keeps all communications secure.

We also wanted this setup to be completely separate from our current web-based infrastructure. By keeping it isolated from Kite’s AWS environment, we ensure that both platforms cannot fail at the same time. This makes WhatsApp a strong and reliable option for disaster recovery needs.

13 Likes

A great and much appreciated step from Zerodha and I can understand the the choice of Whatsapp as a medium / platform for such a solution.

However do spare a thought for those clients who use a separate number for Whatsapp and their financial transactions (for whatever reasons) or for those users who don’t use Whatsapp. What will they do when Kite fails? Shouldn’t a disaster recovery solution be available to all your clients?

2 Likes

Yeah, users should message from registered number only, if one has multiple accounts linked to same number then there is different flow.

As of now this is the only way, believe we have covered majority of clients though.

Thanks for this. Is this flow live? Can you please add this in the “How to use” section of the article.

Because currently when I send “Hi” to 9964452020, I get a message which states that the Whatsapp no and Zerodha account phone number should be same.

In a single action, you can square off up to 28 positions. If you have more than 28, the remaining positions can be squared off in subsequent actions.

My bad, I mean if one is having 3 family accounts connected to same number then OTP flow will be applied, in this case user need to message from registered number only.

Can I request you to please look into the use case where the Kite registered number is not being used on whatsapp. The number of such clients would not be negligible. Zerodha team would definitely have this data as to what %age of Kite registered numbers are active on Whatsapp. Thank you.

Awesome :star_struck: :+1:

@Arockiya_Raja @siva
If the WhatsApp number and the number linked to the trading account are different, please provide the user with an option to enter the number linked to the trading account, or alternatively, ask for their client ID and follow the usual verification steps. This will be very helpful :slightly_smiling_face:

Excellent

Will check on the possibility of this with our team.

2 Likes

This is cool!

Good initiative :smiley: