Invest with Ease

We understand that your future financial needs and plans are unique to you. That is why we are here to help you with financial planning decisions, while also providing you with a bouquet of investment solutions tailored to get you to your future financial goals.

Additional Information

  • Mutual Funds: You can enjoy the convenience of purchasing, redeeming, switching and setting Systematic Investment Plans (SIP) online, or through our bank branches. You can also monitor your investments, check NAVs and get access to research reports.
  • Life Insurance: Choose from a wide range of products like Unit Linked Plans, Term Plans, Pension Plans, Endowment Plans, Child Plans, etc.
  • General Insurance: We offer Health Insurance and Motor Insurance solutions through our partner Kotak General Insurance Company, a Kotak Group Company***.
  • Smart Equity: Trinity Account is a 3-in-1 combination of a Privy League Savings Account, Kotak Bank and Kotak Securities Demat Account & Trading Account, with preferential broking rates. This account enables you to invest in the listed securities through Kotak Securities Ltd., a Kotak Group company. It gives you a comprehensive platform that provides you access to research reports from Kotak Securities Ltd.
  • Term Deposits: Choose from a variety of Term Deposit options: monthly payout, quarterly payout, cumulative and tax saving deposits u/s 80C. The salient features of our Term Deposits are:
    • Up to 85% of the Term Deposit as an overdraft facility in your Savings Account
    • Premature partial withdrawal facility on your Term Deposit
    • 0.5% higher interest rate for senior citizens
    • Facility to link your Term Deposit to your Savings Account
  • National Pension System(NPS)*: NPS is a Government of India promoted unit linked plan for systematic investment and creating wealth for your retirement. Any resident individual or NRI aged between 18-60 years can join this scheme. The salientfeatures of NPS are:
    • Extremely low cost of investment
    • Freedom to switch amongst fund managers and investment options
    • No TDS on withdrawal
    • Additional Income Tax Exemption u/s 80CCD (1B) of up to Rs. 50,000/-


* subject to applicable regulations
*** Kotak Mahindra Bank Ltd. (Registration No. CA0250) is a corporate agent of Kotak Mahindra General Insurance Company Ltd.Regd. Offc address - 27 BKC, C 27, G Block, Bandra Kurla Complex, Bandra (E), Mumbai - 400051Toll free - 1860 266 2666 Website: www.kotak.comInsurance is underwritten by Kotak Mahindra General Insurance Company Ltd. IRDAI Reg. No. 152. KGI/16-17/IA/E-BN/46Regd. Offc address - 27 BKC, C-27, Bandra Kurla Complex, Bandra (East), Mumbai - 400051