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Assisted Investing

Have you ever felt that it would be great if someone would help you get through safely through the maze of financial products and services with ease by hand holding you through the right decisions and planning, we can help you by providing you personalised advise on when, where and how to Invest by providing you a host of Investment products and solutions.

Benefits of Assisted Investing
 
Expertise - We provide you expert advise on how you must go about planning your finances so that you can achieve your financial goals.
 
Personalised Advise - Our Assisted Investing is not just about tailor made products, we go the extra mile forward and provide personalised advise to our customers based on their risk profile and investment objectives.
 
Dedicated Relationship Manager - We provide a dedicated relationship manager who would work with you at all times and resolve your queries.
 
Kotak Securities Research

The company has a full-fledged research division involved in Macro economic studies, Sectoral research and Company specific equity research combined with a strong information system that helps to maximise returns on your investment.

 
Range of Products and Services

We offer you a range of products under Assisted Investing, each of these have their own unique features and caters to the diverse needs of Investors who need assistance to achieve their financial goal with their risk taking capacity.

 
Auto Invest
Kotak Assist
Kotak Privilege Circle Account
NRI Privileged Account
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