Bespoke Investment Solutions For The Elite & Exclusive You
Kotak Securities’ Private Client Group offers high-net-worth individuals and families exclusive investment opportunities. We provide access to a diverse range of asset classes, including Direct Equities, Fixed Income, Alternate Assets, and Credit. Supported by thorough research, clients are empowered to make informed decisions, ensuring every investment aligns with the highest standards of the Private Client Group experience.
Explore a wide array of investment options via our strong distribution network and select in-house research offerings.
- Direct Equities
- Margin Trading Facility (MTF)
- Equity Mutual Funds
- Portfolio Management Services (PMS)
- Alternate Investment Funds (AIFs)
- REITs & InvITs
Select from reliable choices for long-term asset allocation, through our distribution network.
- Bonds
- Debentures
- Debt Mutual Funds
- Debt AIFs
Choose from a variety of loan offerings sourced via Kotak Mahindra Bank to meet different financial needs.
- Home Loans
- Loans Against Properties
Navigate commodity markets with insights and research-backed ideas across key segments.
- Metals (Precious/Non-Precious)
- Energy
- Agri Commodities
Through our distribution network, we also offer a selection of services.
- Family Office
- Life Insurance
- Gift City Strategies
- Liberalized Remittance Scheme (LRS)
Featuring a modern and intuitive interface, Kotak Neo supports seamless trade execution, market analysis, and access to varied investment opportunities. For high-frequency traders, advanced platforms provide enhanced speed, precision, and control.
Clients can access a wide range of investment products across multiple Asset Management Companies (AMCs). This open approach provides the flexibility to choose from diverse fund categories, and schemes.
A consolidated reporting tool that offers clients greater transparency and deeper insights into the various assets held within their portfolio. It empowers informed decision-making with a comprehensive view of their investments.
Investment Solutions
Access a wide range of instruments across asset classes—to help diversify your portfolio.
Dedicated Relationship Managers
Enjoy the comfort of having a dedicated relationship manager—your single point of contact for personalised service.
Research-backed Recommendations
Our recommendations, grounded in thorough research, help you make insightful and well-informed investment decisions.
Insightful Engagement
Stay connected with regular insights—through reports, events, webinars, and seminars led by our expert research team.
Stellar Support
Whether you have a quick query, or need assistance with a grievance, our support team is committed to providing prompt and effective solutions.
Frequently Asked Questions
The Private Client Group is exclusively designed for high-net-worth individuals with specific and demanding financial objectives.
One key differentiator is providing an experienced, dedicated account manager who offers expert support and assistance.
The Private Client Group gives you access to a comprehensive range of investment opportunities, including investment avenues such as equity, debt, alternative investments, active and passive income strategies, venture capital, private equity, IPOs, insurance, and real estate, among others.
We offer a wide range of investment options such as direct stock broking, mutual funds, PMS and AIFs.
You may conveniently monitor and manage your direct stock portfolio through our secure online platform.
The minimum investment required may vary based on your specific financial needs. Our team will guide you through the process during the assessment.
To begin your journey with us, contact our team, and we will connect you with a dedicated relationship manager.
You may contact our team via phone, email, or WhatsApp with any inquiries or for assistance. We would be happy to allocate a dedicated relationship manager to help you.