Kotak Securities’ Private Client Group (PCG) offers a well-crafted approach to investment solutions for high-net-worth individuals.

With a bouquet of services like Equities, Fixed Income, Alternate Assets & Credit, and more, we cater to diverse investment needs. Our research analysts offer holistic recommendations to help you make smart, well-informed investment decisions that match the high standards of the PCG experience.

Our Services

Dedicated Relationship
Manager & Service RM

You are the core of our business and hence we offer you dedicated relationship managers. They also conduct regular checks to ensure that your investments is aligned to your goals.

Research & Knowledge

We take pride in our well researched approach to wealth creation, which is a blend of investment styles that consider both growth and value. For your expediency you have. Invitations to investor conferences, knowledge series, roundtable, one on one interaction with senior management of corporates and access to institutional desk are some of key experiences we arrange to enrich your knowledge on the markets.

Technology

Stay connected with a host of intelligent trading tools and multiple platforms, ranging from High-speed integrated trading platforms like KEAT Pro X, TradeSmart Terminal. Kotak Stock Trader (KST) our mobile app keeps you connected with the markets while on the move. We have also enabled Chat to Trade through WhatsApp/Telegram.

Financial Product Suite

Comprehensive Product Suite:

We see investing from your perspective and therefore everything we do is intended to bring you one step closer to convenience.

    Equity

  • Direct Equity
  • Mutual Fund
  • Stock Lending and Borrowing (SLB)
  • Portfolio Management Services (PMS)

    Structured Product

  • Nifty Linked Debenture
  • Equity Structure
  • Debt Structure

    Alternate Product

  • Alternative Investment Funds (AIF)
  • Alternate unlisted product

Debt

  • Bonds / NCD's
  • Fixed Maturity Plans

    Retail Assets

  • Margin Trading Facility
  • IPO Financing
  • Retail Assets

    Insurance

  • ULIP
  • Term Plan

Customer Testimonials

Executives are very clever and patiently listen to my queries and gets them resolved on time.

KOMALI KAPIL ANEJA

Excellent Services, my call instantly gets connected to the executives. Prompt service and immediate action on the cases.

NARINDER KUMAR

Every time I call, I get 100% resolution to all my questions.

DEEPAK GUPTA

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