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How to access Kotak Securities Mutual Fund platform? How to access Mutual Funds from different Kotak Security platforms?

Choose a platform
  1. Open Neo app
  2. Enter registered number and password
  1. Enter OTP sent to registered number
  1. After logging in, click on Invest from the bottom bar
  1. Under Other Investments, select Mutual Funds
  1. Login to Neo website
  2. Enter registered Phone number, password
  3. Enter OTP sent to registered number
  4. After logging in, click on Invest
  5. Under Other Investments, select Mutual Funds
  1. Open Kotak Stock Trading app
  2. Enter User ID and password
  1. Enter access code to login
  1. After logging in, click on More from the bottom bar
  1. Scroll down to view Core Investments
  1. Select Mutual funds
  1. Login to Kotak Securities website
  2. Enter User ID and password
  3. Enter access code to login
  4. After logging in, click on More
  5. Scroll down to view Core Investments
  6. Select Mutual fund
This feature is not allowed for this platform.
Still have questions?

How to Switch/SWP? (Mutual Fund Scheme Switch / Set up a Systematic Withdrawal Plan)

Where can I check my Mutual Fund holdings? / Where can I check my MF holdings? / Where can I check my Mutual Fund Portfolio?

How to Invest in Mutual funds through Kotak Securities?/ What is the new flow for Investing in Mutual Funds?

How to STOP/Modify your Mutual Fund/MF SIP?