Portfolio Management

The Private Client Group from Kotak Securities, is an exclusive service offering, designed to serve the unique needs of High Net Worth Individuals having an investment portfolio of 25 Lakhs and above

Being the special one, we provide you with private client services 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.

Portfolio Management Services

Dedicated Relationship
Manager & Service RM

You are the core of our business and hence we offer you dedicated relationship managers. They are your partner for portfolio management services across the Kotak group. They also conduct regular checks to ensure that your financial portfolio performance is aligned to your goals.

Research & Knowledge

We take pride in our well researched approach to wealth creation, 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.


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.

Financial Portfolio Management| 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 portfolio management services all under one roof:


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

    Retail Assets

  • Margin Trading Facility
  • IPO Financing
  • ESOP Financing


  • ULIP
  • Term Plan

Customer Testimonials

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


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


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


Let's Start a Conversation

Looking to meet an expert and get a perfect solution?

Get in touch with our team of experts to help create a tailor-made service for you.