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NetInvest - Ace

NetInvest is an Online Facility offering you the convenience to manage your client's Equity, Mutual Funds and IPO requirements from a single interface. Minimum infrastructure, maximum returns and paperless execution, are the benefits of being a NetInvest - Ace.

Benefits of being a NetInvest - Ace

	Single window for all requirements All your customers' requirements for investment in IPOs, Mutual Funds and Equities can be executed from a single interface. It eliminates the hassle of submitting applications to different brokers and AMCs.
	Paperless Environment You no more need to fill, send / collect IPO or Mutual Fund applications for your customers. With your NetInvest Account, you can now conveniently apply for Mutual Funds and IPOs online. In addition, customers can also access and place IPO, Mutual Fund orders directly, by logging into their account, through the User ID & Password provided at the time of customer's account opening.
	Fully automated You need not deposit or collect IPO / Mutual Fund cheques for your customers. Your customer's bank account is linked with the IPO & Mutual Fund account and any movement, subscription or redemption can be executed online without any delays.
	Low infrastructure cost You require minimum infrastructure - a computer with an internet connection to start your business.
	No reductions in current commissions and earnings You need not worry about any reductions in your commissions and earnings. Everything stays the same except that you are now a part of a bigger brand and have a fully automated solution to offer your customers.
	Option to provide Equity to current set of customers and increase income Apart from your normal services of IPOs and Mutual Funds you also have the option to provide "Investing in Equities" as an option to your customers. This can increase your income from the existing set of customers as well as attract new customers.
	Integrated back office & customer care support system With NetInvest, you can view & generate your customer's ledger account, transactions statement, portfolio tracking / modeling, profit & loss statement and much more. In simple terms you can access and service your customer's investment requirements better.

Benefits your Customer will enjoy

	Your customer gets a 3-in-1 account, consisting of a Trading & Demat account with Kotak Securities, and a Bank account with Kotak Mahindra Bank. Customers can operate and transact online by using their User ID and Password or by calling you. Investments can be done through your NetInvest terminal or by calling the centralised 'Call n Trade' desk with Kotak Securities Ltd.
	All IPO, Mutual Fund, Equity and Derivatives orders are processed either online or by a phone call, thus eliminating paperwork.
	Since your client's bank account is linked to the trading account, any IPO or Mutual Fund subscription is directly debited through the bank and hence no more cheque submissions and clearing is required.
	Any Mutual Fund / IPO redemption or refund or Equity selling is directly credited to customer's bank account and the customer does not have to experience any delays in credit.
	IPO shares once allotted can be easily sold through the trading account on the day of listing or whenever the client wants to.
	Mutual Fund investment / Switch / SIP can happen without any efforts and moreover the customer gets access to tracking and comparison tools to track their investments better.
	The customer will benefit from competitive brokerages and commission charges.
	Mutual Fund / IPO confirmation and contract notes for Equity are sent to client's registered email id at the end of each day. This will help them to track their investments on the move. The customer also receives an SMS giving a summary on daily transactions in Mutual Fund, IPO & Equity.
	The customer receives a physical letter giving him details on Mutual Fund, IPO & Equity ledger on a quarterly basis.

NetInvest Ace Agents

	Benefits of being a NetInvest Ace Agent

	Benefits your Customer will Enjoy

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