Bespoke Investment Solutions For The Elite & Exclusive You

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Product Suite

For Every Aspect Of Your Wealth

Our extensive product suite, driven by in-depth research, innovative technology, and a committed team, ensures an exceptional investment experience.

Equities

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

Fixed Income

Select from reliable choices for long-term asset allocation, through our distribution network.

Bonds
Debentures
Debt Mutual Funds
Debt AIFs

Credit

Choose from a variety of loan offerings sourced via Kotak Mahindra Bank to meet different financial needs.

Home Loans
Business Loans

Commodities

Navigate commodity markets with insights and research-backed ideas across key segments.

Metals (Precious/Non-Precious)
Energy
Agri Commodities

Specialised Value-Added Services

Through our distribution network, we also offer a selection of services.

Family Office
Life Insurance
Gift City Strategies
Liberalized Remittance Scheme (LRS)

Cutting Edge Platforms

A Seamless Investment Experience With Next-Generation Tools

Direct Equities on Kotak Neo

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.

Open Architecture Platform

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.

All-in-one investment view

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.

Our Services

Bespoke Financial Solutions For Every Need

Our expertise ensures each client receives dedicated attention for their evolving financial goals.

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.

Testimonials

Hear from our satisfied customers who rely on Kotak Securities for their financial goals.

Professionalism and Valuable Guidance

I've been a Kotak Private Client Group client for over five years. Their professionalism and guidance have been invaluable. I appreciate the range of products and access to niche fund houses. I would recommend Kotak Private Client Group to anyone seeking a reliable, long-term financial partner.

Mr. Akshay Dev

Wall of Trust

You Deserve a Credible & Relevant Solution For Your Investments

Our commitment to excellence is demonstrated through our flexible architecture framework, offering diverse investment opportunities to safeguard and fulfil your financial goals