Introduction

The Private Client Group from Kotak Securities,
is an exclusive service offering, designed to serve the
unique needs of clients like you.

Being the special one, we provide you with bespoke solutions enabling you to achieve your financial
goals. With a special focus on equity, derivatives, mutual funds, IPOs and structured products, the service
brings alive the opportunities of the market for you.

Services

Dedicated Relationship
Manager & Service RM

You are the core of our business and hence we offer you dedicated relationship managers. These are your point of contact for fulfilling all your financial needs across the Kotak group. They also conduct regular checks to ensure that your portfolio performance is aligned to your financial goals.

Research & Knowledge

We take pride in our well researched approach to investments which is a blend of investment styles that consider both growth and value. For your expediency you have. A highly ranked team of more than 35 analysts who track more than 350 stocks. Invitations to investor conferences, knowledge series, roundtable, one on one interaction with senior management of corporates and access to institutional desk are some of key experiences we arrange to enrich your knowledge on the markets.

Technology

Stay connected with a host of intelligent trading tools and multiple platforms, ranging from High-speed integrated trading platforms like KEAT Pro X, TradeSmart Terminal. Kotak Stock Trader (KST) our mobile app keeps you connected with the markets while on the move. We have also enabled Chat to Trade through WhatsApp/Telegram.

Product Suite

Comprehensive Product Suite:

We see investing from your perspective and therefore everything we do is intended to bring you one step closer to convenience. We bring investment opportunities all under one roof:

    Equity

  • Direct Equity
  • Equity Mutual Fund
  • Portfolio Management Services (PMS)
  • Stock Lending and Borrowing (SLB)

    Structured Product

  • Nifty Linked Debenture
  • Equity Structure
  • Debt Structure

    Alternate Product

  • Alternative Investment Funds (AIF)
  • Long Short Strategies

Debt

  • Debt Mutual Funds
  • Bonds / NCD's
  • Structure Products
  • Fixed Maturity Plans
  • Hybrid Funds

    Retail Assets

  • Margin Trading Facility
  • IPO Financing
  • ESOP Financing

    Insurance

  • ULIP
  • Term Plan

Customer Speak

Executives are very clever and patiently listen to my queries and gets them resolved on time.

KOMALI KAPIL ANEJA

Excellent Services, my call instantly gets connected to the executives. Prompt service and immediate action on the cases.

NARINDER KUMAR

Every time I call, I get 100% resolution to all my questions.

DEEPAK GUPTA

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Disclaimer