A solution by Kotak Investment Advisory that seeks to enrich your investment journey with the efficiency of technology, personalised by human touch.
24x7 access to your investment portfolio with class-leading features such as:
Portfolio statements
Recommendations & rebalancing journeys
Family & Individual level portfolio view
Access to our in-house views and insightful market research
Natural Synergy with Bank, Asset Management, Institutional Equities and Investment Banking Business
Asset Level Think Tanks with internal and external members
Thought Leaders Roll down strategies, factor investing, ESG framework
Customised to suit you Risk Profile and Investment Objectives
Comprehensive investments across asset classes
Curated products across Mutual Funds, Direct Stocks, Bonds, Structured Products, PMS, AIF’s and more
Your dedicated Investment Advisor will closely work with you in building a portfolio that is personalised to your investment needs.
Regular monitoring, updates and reviews: Your Advisor will jointly review your portfolio on a quarterly basis and suggest required changes.
Zero commissions We work in your best interest and therefore, only recommend products that align with your needs and goals
Please Note: We offer investment services through Kotak Private Banking, housed in Kotak Mahindra Bank Limited and investment advisory services through Kotak Alternate Asset Managers Ltd.
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