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Assisted Trading Services |
In the world of ever increasing automation and digitization, we understand the customers' need for face to face communication. Thus for clients who believe in the value of personalised relationships, we provide the option of visiting our outlets and interacting with our staff for any of their investment requirements.
If you are a customer who prefers Assisted Services you get many benefits that help to simplify and personalise the process of share trading.
Benefits of Assisted Services:
Call and Trade Facility:You can avail the facility of calling and trading, which allows you to avail our assisted service on the phone. You can directly contact the experienced dealer, and place instant orders over phone.
Dedicated Dealer:A qualified equity dealer is assigned to help you manage your account. Our expert dealers help you to plan your finances so that you can achieve your financial goals.
Personalized Relationship Manager:In addition to your dedicated dealers, you have a personalized relationship manager who takes care of all your day to day requirements. He can help you stay updated on various options in equity and non-equity investments and guide you through your investment decisions, as well as handle any general questions relating to your account.
Access to Latest Research Reports:We believe that making the right investment decision requires understanding and analysis of economic and company specific information. Our dedicated research team takes care of company, micro, and macro level economic data and generates insightful research reports that help you take informed decisions.
SMS Alerts:Smart SMS Alerts from Kotak Securities ensure that you stay connected to the market, no matter where you are. You can choose from various types of SMS Alerts, depending on your needs, and stay up to date on the latest developments in the market.
Cheque Pick-up/ Drop:If you are availing of Assisted Services, you will have the exclusive benefit of cheque pick-up and drop at your door step at no extra charges. In addition to this, you can even get physical copies of contract notes delivered at your door step, so your effort is minimized in placing trades.
Low brokerage rates:Competitive brokerage rates and low account maintenance charges ensure that you can focus on investing your savings and growing your profit, while Kotak Securities helps in lowering your investment costs.
Get the Twin advantage:Trade with the twin advantage feature in your Kotak Securities Trading account for additional exposure on your margin money. This feature gives you added exposure up to 75% of margin against the value of the stocks in your Demat Account plus 4 times exposure on your margin (cash balance in your trading account) allowing you to trade larger volumes. However, please note exchange prescribed margins shall be collected, wherever required.However, please note exchange prescribed margins shall be collected, wherever required.
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For all your trading account related queries refer Online trading account FAQs
Kotak Securities has a dedicated market research team that gives you comprehensive stock research reports for more informed investment decisions.
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