Business Support

Business Support – We Help You Grow

Kotak Securities has a centralized Franchisee team, dedicated to support the Business Associates in their day-to-day activities.

1. Migration Support

It is a dedicated team to cater to all your depository participant’s requirement and requests for both NSDL & CDSL assistance. Following are services provided by the team:

Account Opening Assistance
Account Modification for Active Accounts i.e. email, mobile, address change, etc.
Demat & Remat services
Share Pledging
Delivery Instructions for Active Accounts
Account Closures for existing account

2. Power Branch

Power branch is as innovative concept developed by Kotak Securities which is targeted to develop Co-ordinator business model. Co-ordinator is person who is referring clients to Kotak securities and he will get fix sharing on brokerage and full support from Kotak Power Branch. There is no risk involved for coordinator as we are giving service to clients and for transparency of business AP will get Bass and Boss access.

3. Marketing Support

Kotak Securities has a centralized marketing team, dedicated to support Business Associates in their marketing activities. Kotak Securities shall provide the marketing support with regards to below:

Marketing Collaterals: We provide various types of marketing collaterals like Brochures, Pamphlets, Canopies, Banners, Posters and Danglers. All of these materials are co-branded.
Seminars & Events: Kotak Securities organizes research seminars and other events on behalf of Business Associates. These seminars & events help you to acquire and retain clients. Support is extended completely in terms of planning and execution. Planning of the entire event, designing & printing of invites and collaterals, branding at venue is done by us.
Designing & Execution Support: If you want to create any collateral, material or advertisements exclusively, our marketing team will help you completely in designing of the same.
Outdoor Signage: To generate more business it is very important to make your presence felt in the location where you conduct your business. Kotak Securities helps you by providing high standard backlit co-branded signage to make your presence more prominent.
Customer Analysis & Communication: We have a team that regularly tracks the performance of your clients. Based on the performance, we help you design communication with suitable offers that will help you generate more business from clients. Special offers are circulated to induce regularity in trading and investments.

4. Training Support

Given below are a list of training programs that we provide to our Business Associates:

Product Training: We provide training modules that offers in-depth understanding of the products offered by us. It equally focuses on effective application of product knowledge.
Systems Training: An essential guide on Trading and Data Repository Systems.
Operations Training: Daily Operations Process Training. With our Dale certified trainers, you will experience our one of a kind onboarding process.
Sales Training: Focuses on the skills required to increase sales and profitability.
Compliance Training: It will cover important rules and regulations as well as internal policies of Kotak Securities to be noted and adhered to by branches/Business Associates.
Learning & development is a continuous process experience our various year around trainings and seminars for you and your employees.
On demand training & Franchisee education series are also available.

5. Dedicated Risk Advisor

At Kotak Securities, Risk Management plays a vital role & it helps Business Associates in mitigating Risk. Our Risk Management Team comprises of members who have implemented systems in different areas and structured the Risk Management Cell primarily managing online risk, Market risk and Operational risk. Dedicated Risk management help Business Associates manage their risk in a better way:

Limit Facilitation service
Risk Analysis Training
Special Product Information & Assistance
Expert team that assists you while placing orders
Script leverage and margin availability
Clients Risk Analysis

6. IT Support

Our IT support team to cater to all your IT requirements 24x7.

Dedicated teams to assist with your IT issues.
Experience the latest in IT services & procedures.
Solve all your queries with our remote assist guide.
Security is of priority to us. Experience the power of virtual private networks.
Dedicated software to manage your business.

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CUSTOMER CARE Chat with us
1800 209 9191TOLL FREE NUMBER
(Add city STD code while calling from Mobile)

TIME:
Customer Service:- Mon to Fri – 9.00 AM TO 6.00 PM
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.

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

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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