AutoInvest
AutoInvest provides a combination of investment in Gold ETFs, Stocks and Mutual Funds recommended by our Advisors, depending on an investor's risk appetite and investment view. It is online trading account based on Systematic Investment Planning (SIP). Assistance in investments, coupled with Systematic Investing, truly makes this product a very good option for investors.
AutoInvest is unique from a general SIP in a way that it assesses the risk profile and investment objectives of the investor, an important practice that Mutual Funds fail to carry. We offer 4 distinct Investment Portfolios based on your risk taking ability.
5 Benefits of Kotak AutoInvest
Earn at Gold rates in the market
AutoInvest invests in open-ended mutual fund schemes that place collected investor money in standard gold bullion called Gold ETFs.
Diversified investment with Compounding effect
Your investments across different instruments like Shares, Mutual Funds and Gold ETFs form a diversified portfolio capable of earning more for you consistently over time.
Investment amount starts as low as Rs. 5000
The investment in AutoInvest can start with as low as Rs. 5000/- and the SIP module can help you get the benefit of rupee cost averaging.
Select an Investment Portfolio tailored to your risk appetite
Pick from 4 investment portfolios combining Gold ETFs, Stocks and Mutual Funds, designed by our advisors to suit different investment objectives and investor tolerance for risk.
Investment advice, options and assistance
Invest with guidance and help from the experts at Kotak Securities along with the option to purchase Gold bars and coins at the time of ETF redemption that work to your benefit. (On sale of Gold ETFs through us, you will be given a 2-3% discount coupon which you can take to any Kotak Mahindra Bank branch if you wish to purchase gold.)
Why Gold ETFs are Superior
- Zero investment costs (storage, liquidity and purity)
- Small denominations are possible
- Tax advantage
- Gold ETFs are transparent investment vehicles that will have to conform to rigid regulations on investment norms and valuations. This assures the quality of gold that the fund will invest in and transparency in calculation of NAVs
How does AutoInvest Work?
| 1. You receive an Investment plan based on your Risk profile from your Relationship Manager | |
| 2. You transfer a fixed amount each month to your Kotak Securities account | |
| 3. You receive assistance to make investments according to your portfolio each month |