Help Center
Locate us
Concierges of the digital age
Experience the all-new Kotak Netbanking
Simpler, smarter & more intuitive than ever before
Popular Products
Show More
Quick Help
Show More
Frequently Asked Questions
Show More
For Kotak Bank Customers
For Kotak811 Customers
Experience the all-new Kotak Netbanking Lite
Simpler, smarter & more intuitive than ever before. Now accessible on your mobile phone!
Disclaimer: This Article is for information purposes only. The views expressed in this Article do not necessarily constitute the views of Kotak Mahindra Bank Ltd. (“Bank”) or its employees. The Bank makes no warranty of any kind with respect to the completeness or accuracy of the material and articles contained in this Article. The information contained in this Article is sourced from empaneled external experts for the benefit of the customers and it does not constitute legal advice from the Bank. The Bank, its directors, employees and the contributors shall not be responsible or liable for any damage or loss resulting from or arising due to reliance on or use of any information contained herein. Tax laws are subject to amendment from time to time. The above information is for general understanding and reference. This is not legal advice or tax advice, and users are advised to consult their tax advisors before making any decision or taking any action.
Success
Failure
Widespread use of technology in daily lives of investors has led them to believe in the importance of a wealth manager having strong technological proficiency. The investor’s expectation is not met well by the traditional Indian wealth managers. With more and more managers trying to cope with the new digital demand, very few have been successful in adapting to the below mentioned digital capabilities:
Daily digital interactions between a wealth manager and his/her client cover a wide range of activities. These activities are undertaken to fulfil roles of informing the client, engaging them and ensuring that transactions are carried out smoothly by either the client or the manager himself:
Each of these roles can be fulfilled either in person or over a digital platform. 45% of the HNIs below the age of 45 years use digital means to perform all the above mentioned roles from obtaining information to carrying out a transaction and transferring money.
Benefits of Digital Concierges:
All in all, learning about all the technological concierge services is not feasible for an investor. With the availability of numerous concierges in this digital era of wealth management, it is very important to invest your time in finding a worthy wealth manager, one who is well equipped with all the technological advancements, can uncover investment opportunities and can device a suitable strategy. Do not fret! As complicated as it sounds, digitalization makes all complex activates very simple to handle. All you need to do is concentrate on maximizing your wealth and leave the rest to experts who have their best interest in your growth.
You have already rated this article
OK