The Private Client Group from Kotak Securities, is an exclusive service offering, designed to serve the unique needs of High Net Worth Individuals having an investment portfolio of 25 Lakhs and above

Being the special one, we provide you with private client services which may enable you to achieve your financial goals. With a special focus on equity, derivatives, mutual funds, IPOs and structured products, the service brings alive the opportunities of the market for you.

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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