Kotak Connect Plus is a multi-asset financial distributor platform, which is part of Kotak Securities. We aim to use our 25+ years of experience to empower and provide technological solutions to customers through our network of financial product distributors.

Our platform provides a completely paperless process for user onboarding & management. We ensure to comply our services with any new regulatory requirements to ensure distributors are always on-track and they can concentrate more on on-boarding new users & expand the business instead of focusing on fixing different issues by providing advanced technical support.

The services offered by us are:

• Mutual Funds
• Equity Broking
• Insurance
• Fixed Deposit
• Bonds
• NCDs
• SGB/NPS
• PMS/AIF
• smallcase
• Credit Cards
• Loans

Kotak Connect Plus is designed for individuals aspiring to become Mutual Fund Distributors or start their own financial services business. Whether you're entering the industry or expanding your financial ventures, Kotak Connect Plus provides the platform to help you achieve your goals.

NIL. Currently there are no charges on Kotak Connect Plus.

You can provide us with your basic details. One of our support team members will reach out to you, to understand your requirements & explain our offerings in detail.

On average on-boarding happens with a week’s time (includes setting up of profile, verifying basic details, importing of information etc.)

Kotak Connect Plus has established partnerships with leading bank providers, stockbroker platforms, NPS services, mutual fund providers etc. to use the APIs (Application Programming Interface) for sharing details in a secured manner as approved by the regulators. This ensures no paperwork is needed for on-boarding or performing transactions.

During on-boarding we will provide you with hands-on training & learn our product. And we will provide you on-going support while conducting the business.

The data shared by you is directly stored in our servers with access to limited members. The passwords are encrypted and stored in the system directly due to which it cannot be read by any individuals. We store all the information as per the bank-grade security standard I.e. 256 bits encrypted with SSL.

If you have registered and are in the process of on-boarding or have already on-boarded & using our services, then you can reach out to your designated relationship manager. Otherwise, you can drop an email to support@kotakconnect.com with your queries and one of our support members will reach out to you.