Private Client Group

For the Elite, Exclusive, Exceptional You

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.

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Our Services
Financial Product Suite
We see investing from your perspective and therefore everything we do is intended to bring you one step closer to convenience.
Cutting Edge Platforms
Where Technology Meets Tradition
Experience investment precision with next-generation tools.
Direct equity on Kotak Neo
With a modern and efficient interface, Kotak Neo effortlessly lets users execute trades, analyse market trends, manage their equity investments and much more.
Open architecture platform
Clients can invest in a variety of options from different Asset Management Companies (AMCs) & their products, such as managed fund equity and fixed-income asset classes.
BSE Star
A platform designed especially for mutual funds, where investors can effortlessly monitor their portfolios.
Wealth Spectrum
A consolidated reporting tool that offers clients transparency and empowers them to make informed decisions with real-time insights into the performance of various assets held within the portfolio.
Customer Testimonials
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