Partner Success Stories

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.”.