Mutual Fund on Net & Call

Key Features

  • Assitance at every step of the investment process
  • An experienced research team to analyse and research the Mutual Funds available in the market
  • Portfolio assistance

Looking for a convenient way to purchase or redeem mutual funds? You can now invest in Mutual Funds online using our Net Banking facility

Features & Benefits

Bank account linkage With the Net Banking linkage, Kotak Mahindra Bank customers can directly make payments from their bank account for their Mutual Funds purchases without the requirement of filling up Mutual Funds forms or writing out cheques etc. Similarly, redemption proceeds can be credited to the Bank account.

Portfolio statement View your Portfolio Statement online and get a consolidated report of all your Mutual Funds investments, across schemes, with latest NAV information. You can also view the returns of your Mutual Funds investments at an individual scheme level or even across asset categories.

View Sample Reports

Mutual Fund Recommendations The Mutual funds on our advisory list range form Debt to Equity and are drawn from top performing schemes of renowned Mutual Fund houses like Franklin Templeton, HDFC, Kotak, Reliance, Prudential ICICI etc. Your Relationship Manager will recommend the funds that suit your investment objectives. Our recommendations are based on extensive research of the investment philosophy, portfolio quality and performance consistency of each fund.

If you are an NRI / PIO, you have the choice of opening the online investment account with us on a repatriable or on a non repatriable basis.*

Please note, keeping in mind regulatory framework, for all existing customers having an investment account with us, we will re-group your investments into separate investment accounts based on the repatriability status of the folios held. This will help you track and manage your investments efficiently.

*Please note, keeping in mind regulatory framework, for all existing customers having an investment account with us, we will re-group your investments into separate investment accounts based on the repatriability status of the folios held. This will help you track and manage your investments efficiently.

*NRIs / PIOs residing in North America, UK, Myanmar are not eligible for this facility.