Why Us?

The differentiator is our ability to understand the customer's need completely....

Types of Investments

Provide us with a few details related to your requirements. This will help us find the best accounts to meet your needs.

Portfolio Management Services

  • Investment Specialists to help you with a range of focused products.

Demat Account

  • Dedicated and trained Customer Care Officer to handle all your queries
  • Highly competitive service charges
  • Demat and Savings account can be opened in the Bank and Online trading account with Kotak Securities, a subsidiary of Kotak Mahindra Bank Ltd

Kotak ASBA Facility

  • Easy to apply in Initial and Follow-on Public Offers (IPO and FPO)
  • Enjoy continued TD/Savings Account returns on Bid amount
  • Place multiple bids and also apply for your family members through your Kotak Account

National Pension System

  • Prudently Regulated
  • Portable Account
  • Extremely Low Cost Investment option

Qualified Foreign Investor

  • Open a depository account with a Qualified Depository Participant
  • Open a trading account with a brokerage firm
  • Obtain a separate and distinct Permanent Account Number (PAN) for Income Tax purposes from the Tax Authorities in India

Sovereign Gold Bond Scheme

  • Minimum permissible investment will be 1 gram of gold.
  • The Bonds will be denominated in multiples of gram(s) of gold with a basic unit of 1 gram.
  • To be issued by Reserve Bank India on behalf of the Government of India.

Mutual Funds

  • Dedicated Relationship Manager
  • Assistance at every step of the investment process
  • An experienced research team to analyze and research the Mutual Funds available in the market
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