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Home » Business Associates » About Us » Partner Testimonials
BUSINESS ASSOCIATES:About Us
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Partner Success Stories

Read what our customers have to say about their journey with us so far.

Mr. KAMALESH DOLAI

Mr. Kamalesh Dolai has been associated with Kotak Securities for the past 16 years.
When requested to describe their association with Kotak, he said
"Kotak at group level has a comprehensive basket of offerings, ranging from equities to mutual funds to insurance. This association helps me to offer more to my customers and that’s why I chose Kotak".
His business offerings includes equity, mutual funds, LIC, fixed deposits.
He has been awarded by us as the "BEST FRANCHISEE AWARD" for 4 consecutive years.

R.SHANKARARAMAN & RAJENDRAN S. IYER

GRACE INVESTMENTS

Having an experience of more than 20 years Mr. Rajendran S. Iyer and Mr. R. Shankararaman from Grace Investments share a strong bond with Kotak for over 15 years.
When requested to describe their association with Kotak, they said:
"Our long standing association with Kotak itself proves the relationship we had with the company. We chose Kotak for their brand name, robust systems, information sharing and updating and above all the dedicated people around."
Their line of business is Investment Consultancy and they are offering services like direct equity, mutual funds, life & general insurance and bonds.

Mr. KETAN MANDAVIA & Mr. GIRISH MANDAVIA

MSM INVESTMENT

Mr. Girish Mandavia & Mr. Ketan Mandavia from MSM Investment have been in this field for almost 31 years now and have been associated with us for the last 15 years.
When requested to describe their association with Kotak, they said "Our association with Kotak Securities retail business is since inception. Our experience with them has been that they are a credible brand and work with professionalism".
The products offered by MSM Investment are equity, derivative and commodities.
They has received awards for their performance for almost 4 consecutive years

KRISHNA MIMANI

Mr. Krishna Mimani has been associated with us as a customer for more than 10 years and became an Authorized Partner with us in 2015.
When requested to describe his association with Kotak, he said
"Well I am quite honoured & satisfied having Kotak Securities as my business partner. I have been a client with Kotak Securities since 2005 and within these 10-12 years of association including the 2008 crisis situation, Kotak never shut their terminals unlike other brokers. Their back office and support staff were quite helpful and friendly even then and even now. If there is any support required by me they help me out to the maximum extent possible"
His line of business is in NSE equities & NSE future option.

RANAJIT MAZUMDAR & SANATANI MAZUMDAR

S M WEALTH ADVISORS PVT. LTD.

Having an overall experience of 25 years both Mr. Ranjit Mazumdar and Ms. Sanatani Mazumdar from S M Wealth Advisors PVT. LTD. have been associated with Kotak from past 17 years.
When requested to describe their association with Kotak, they said:
"We have an association with Kotak Securities for their transparency in business & good ethical practices. Their back office & support staff are very helpful and friendly like rest of the team"
Their line of business is in Financial & Real Estate Consultancy. The best services offered by them are stock broking, commodity, mutual funds and real estate.
Since past 7 years they have been awarded with "BEST BUSINESS ASSOCIATE AWARD" and received various other recognitions.

SHANAWAZ PASHA & AMBRESH GOWDA

EQII LOGIC WEALTH ADVISORY PVT LTD

With an overall experience of 8.5 years Mr. Shanawaz Pasha and Mr. Ambresh Gowda from Equii Logic Wealth Advisory Pvt. Ltd. have associated with Kotak Securities since the last 6 years.
When requested to describe their association with Kotak, they said:
"The reason behind choosing Kotak Securities is, well established Brand Image, Tech Savy, Quality Research and more importantly good support and assistance".
Their line of business is in Financial & Real Estate Advisory. They offer services like wealth management, financial planning, equity trading, mutual funds , real estate advisory, FDs and loans.

ROOPCHANDER MAJHI

OMSAI INFOLINE PVT. LTD.

Suchita Shetty & Deepashri Shetty & Roopchader Majhi from Omsai Infoline Pvt. Ltd. are in the equity business since the last 10 years and their association with Kotak has been for a year now.

When requested to describe their association with Kotak, they said:
"Kotak brand is easily recognised in market and the retail sections are aware of Kotak".

Their line of business is in Stock Broking offering best in class equity services since the past decade.

PREMA CHHAYA

Tushar Chhaya & Prema Chhaya share a strong bond with Kotak Securities since the past 17 years.
Their line of business is in Stock Broking and they offer services like mutual funds.
When requested to describe their association with Kotak, they said “Best Brand with good Professionalism.”.

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CUSTOMER CARE Chat with us
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TIME:
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Call and Trade:- Mon to Fri – 8.30 AM TO 5.30 PM

For Call & Trade, dial 080 4725 3255
Write to us at service.securities@kotak.com for Trading Account-related queries and ks.demat@kotak.com for Demat Account-related queries

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No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account.

KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary. Attention Investors Prevent Unauthorized Transactions in your demat / trading account --> Update your Mobile Number/ email Id with your stock broker / Depository Participant. Receive information of your transactions directly from Exchanges on your mobile / email at the end of day and alerts on your registered mobile for all debits and other important transactions in your demat account directly from NSDL/ CDSL on the same day." - Issued in the interest of investors. Circular No.: NSDL/POLICY/2014/0094, NSE/INSP/27436, BSE - 20140901-21

Kindly note that as per NSE circulars nos: NSE/INVG/36333 dated November 17, 2017, NSE/INVG/37765 dated May 15.2018 and BSE circular nos: 20171117-18 dated November 17, 2017, 20180515-39 dated May 15.2018, trading in securities in which unsolicited messages are being circulated is restricted. The list of such stocks are available on the website of NSE & BSE. In case of any queries, request you to kindly get in touch with Customer Service on 18002099191/9292

Kotak securities Ltd. having composite licence no.CA0268 is a Corporate Agent of Kotak Mahindra Life Insurance Company Limited and Kotak Mahindra General Insurance Company Limited. We have taken reasonable measures to protect security and confidentiality of the Customer information.

The Stock Exchange, Mumbai is not in any manner answerable, responsible or liable to any person or persons for any acts of omission or commission, errors, mistakes and/or violation, actual or perceived, by us or our partners, agents, associates etc., of any of the Rules, Regulations, Bye-laws of the Stock Exchange, Mumbai, SEBI Act or any other laws in force from time to time.
The Stock Exchange, Mumbai is not answerable, responsible or liable for any information on this Website or for any services rendered by our employees, our servants, and us.

Please do not share your online trading password with anyone as this could weaken the security of your account and lead to unauthorized trades or losses. This cautionary note is as per Exchange circular dated 15th May, 2020.

Note: NSDL and CDSL have mapped Unique Client Codes (UCC) to demat accounts based on PAN, refer NSDL and CDSL circulars. Format for linking/delinking the UCC: NSDL: link | CDSL: link.

Clients are required to keep all their account related information up-to-date including details like email id, mobile number, address, bank details, demat details, income details etc. which will help the client to timely receive any information and to avail the various facilities relating to the Trading and Demat account. To update the details, client may get in touch with our designated customer service desk or approach the branch for assistance.

Investor Awareness regarding the revised guidelines on margin collection:-
Attention Investors :

1. Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020.
2. Update your mobile number & email Id with your stock broker/depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge.
3. Pay 20% upfront margin of the transaction value to trade in cash market segment.
4. Investors may please refer to the Exchange's Frequently Asked Questions (FAQs) issued vide circular reference NSE/INSP/45191 dated July 31, 2020, notice no. 20200731-7 dated July 31, 2020 and NSE/INSP/45534 dated August 31, 2020, notice no. 20200831-45 dated August 31, 2020 and other guidelines issued from time to time in this regard.
5. Check your Securities /MF/ Bonds in the consolidated account statement issued by NSDL/CDSL every month.
.......... Issued in the interest of Investors

Clients are hereby cautioned not to rely on unsolicited stock tips / investment advice circulated through bulk SMS, websites and social media platforms. Kindly exercise appropriate due diligence before dealing in the securities market.

Requirement of obtaining consent through OTP has been waived for off market transfer reason code “Implementation of Government / Regulatory Direction / Orders” Consent through OTP would continue to be required for all other reasons for any off-market transfers. Refer NSDL circular.

Covid-19 impact to clients:-
1. Applicable to clients on whose email id contract notes and other statements get bounced or who have opted for Physical contract notes/ other statements or Digital and Physical contract notes/ other statements :Due to the nationwide lockdown, we are unable send physical contract notes and other statements. To view them, log into www.kotaksecurities.com
2. Kindly update your email id with us to receive contract notes/various statements electronically to avoid any further inconvenience.
3. We are unable to issue the running account settlement payouts through cheque due to the lockdown. We request you to update your Bank account details to facilitate direct transfer to your linked bank account. You may approach our designated customer service desk or your branch to know the Bank details updation procedure.
4. Exchange advisory: Investors are advised to exercise caution while taking investment decisions in these unpredictable times. Clients are also encouraged to keep track of the underlying physical as well as international commodity markets. Clients are advised to undertake transactions after understanding the nature of the contractual relationship into which they are entering and the extent of its exposure to risk. Clients are further advised to follow sound risk management practices and not to be carried away by unfounded rumors, tips etc.

Filling complaints on SCORES- Easy & Quick
a. Register on SCORES portal  |  b. Mandatory details for filling complaints on SCORES  i. Name, PAN, Address, Mobile Number, E-mail ID  |  c. Benefits:  i. Effective Communication  ii. Speedy redressal of the grievances

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© 2005 Kotak Securities Limited.

Registered Office: 27 BKC, C 27, G Block, Bandra Kurla Complex, Bandra (E), Mumbai 400051. Telephone No.: +22 43360000, Fax No.: +22 67132430.
Correspondence Address: Infinity IT Park, Bldg. No 21, Opp. Film City Road, A K Vaidya Marg, Malad (East), Mumbai 400097. Telephone No: 42856825.

CIN: U99999MH1994PLC134051. SEBI Registration No: INZ000200137(Member of NSE, BSE, MSE, MCX & NCDEX), AMFI ARN 0164, PMS INP000000258 and Research Analyst INH000000586.

NSDL/CDSL: IN-DP-NSDL-23-97

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