Mutual Funds are a great investment instrument - It balances the investors need to invest in equities yet manage returns without the risks associated with individual stock picking. With numerous Mutual Funds offering diverse benefits, investment in funds is a complicated task today. Individual investors today find it difficult to first pick the right mutual funds to invest in, track its returns; know the right time to redeem etc. Presenting Kotak Freedom - an advisory service that frees you from all these problems - invest in various mutual funds without the hassles of investing in it. Brought to you by Kotak Financial Planning Group - the financial planning and distribution arm of Kotak Securities Ltd., India's leading stock broking house. Kotak Freedom uses the science of investments for giving advice on investments in Mutual Funds.

We understand that your investment needs are simple - strong consistent returns to suit your risk profile. So we designate relationship managers who understand your language. Our relationship managers are the best in the business, a team handpicked to advise you with diverse qualifications.

The Mutual Fund Research - The team of relationship managers is backed by a strong and industry recognised research team that understands the finer nuances of investing in mutual funds. The team combines macro-economic studies, sector research and company specific equity research to ensure that the advice is thorough and robust enough to deliver quality in investment advice and help maximise returns of our clients.

Most investment houses give ratings based on externally acquired data. Kotak Freedom gives you reports, ratings and rankings that are developed by our in-house team. We also give insight into current analyst recommendations and their historical performance. Also since we recognise that investing cannot be passive Kotak Freedom gives you breaking news and set alerts for your portfolio, and tracks performance with watch lists.

A comprehensive Advise - We understand that as a savvy investor you will do your own research. Our quarterly research publication The Advisor Quarterly - is a quick, easy guide to help you with your investments. Get access to in-depth research on all types of funds - from equity-based or debt-based funds, to growth funds or dividend-based funds. Or Choose from our concise list of funds, stocks and bonds based on your preferred criteria.

Features:
Kotak Freedom is unbelievably simple from both an operational and service perspective. A look at the benefits will show you how: Order placement is simple now - You can buy mutual fund units via a single phone call or an e-mail or a FAX or by logging into your account online.

Minimum investment - The minimum investment required for this product is Rs. 5,00,000.

Wide coverage of funds - Buy Mutual Fund units of 21 Asset Management Companies. This is amongst the widest coverage of funds in the industry.

Reporting - Apart from online reporting, you would be sent monthly MIS to help track your invested funds

Multi-banking compatibility - Online Account compatibility of using five different designated Banks: KMBL, HDFC, UTI, ICICI and Citi. Payments can also be made via cheques

One point contact at Kotak Freedom - The Relationship Manager - so you don't have to talk to someone new every time

Service Centers - Mid-office provision for all other facilities like placing orders, account performance, updating etc.

The Advisor Quarterly:
A comprehensive research report on all the mutual Funds are released quarterly. The report is prepared after interviews with Fund managers, analysing the portfolio of stocks of the respective mutual funds, sector mapping etc. Apart from just mutual funds, other avenues of investment are also provided

Promise from the best:
Kotak Securities is the best* stock broking house in the country. With over 195 branches covering 231 cities and over 220,000 satisfied customers you know you're in safe hands. Kotak Securities Ltd manages assets over Rs.2500 crores of Assets Under Management (AUM).

*Best provider of Portfolio Management - Equities by Euromoney 2006 & 2007

*Most customer responsive company, category - Financial services by Avaya Global Connect

To contact us : E-mail us at k.pm@kotak.com or SMS KPM to 676788 or call us on 1800 22 2250