Bespoke Investment Solutions For The Elite & Exclusive You

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Select a City
Product Suite
For Every Aspect Of Your Wealth
Our extensive product suite, driven by in-depth research, innovative technology, and a committed team, ensures an exceptional investment experience.
Equities
Equities

Explore a wide array of investment options via our strong distribution network and select in-house research offerings.

  • Direct Equities
  • Margin Trading Facility (MTF)
  • Equity Mutual Funds
  • Portfolio Management Services (PMS)
  • Alternate Investment Funds (AIFs)
  • REITs & InvITs
Fixed Income
Fixed Income

Select from reliable choices for long-term asset allocation, through our distribution network.

  • Bonds
  • Debentures
  • Debt Mutual Funds
  • Debt AIFs
Credit
Credit

Choose from a variety of loan offerings sourced via Kotak Mahindra Bank to meet different financial needs.

  • Home Loans
  • Business Loans
Commodities
Commodities

Navigate commodity markets with insights and research-backed ideas across key segments.

  • Metals (Precious/Non-Precious)
  • Energy
  • Agri Commodities
Specialised Value-Added Services
Specialised Value-Added Services

Through our distribution network, we also offer a selection of services.

  • Family Office
  • Life Insurance
  • Gift City Strategies
  • Liberalized Remittance Scheme (LRS)
Cutting Edge Platforms
A Seamless Investment Experience With Next-Generation Tools
Direct Equities on Kotak Neo
Direct Equities on Kotak Neo

Featuring a modern and intuitive interface, Kotak Neo supports seamless trade execution, market analysis, and access to varied investment opportunities. For high-frequency traders, advanced platforms provide enhanced speed, precision, and control.

Open Architecture Platform
Open Architecture Platform

Clients can access a wide range of investment products across multiple Asset Management Companies (AMCs). This open approach provides the flexibility to choose from diverse fund categories, and schemes.

All-in-one investment view
All-in-one investment view

A consolidated reporting tool that offers clients greater transparency and deeper insights into the various assets held within their portfolio. It empowers informed decision-making with a comprehensive view of their investments.

Our Services
Bespoke Financial Solutions For Every Need
Our expertise ensures each client receives dedicated attention for their evolving financial goals.
Investment Solutions

Investment Solutions

Access a wide range of instruments across asset classes—to help diversify your portfolio.

Dedicated Relationship Managers

Dedicated Relationship Managers

Enjoy the comfort of having a dedicated relationship manager—your single point of contact for personalised service.

Research-backed Recommendations

Research-backed Recommendations

Our recommendations, grounded in thorough research, help you make insightful and well-informed investment decisions.

Insightful Engagement

Insightful Engagement

Stay connected with regular insights—through reports, events, webinars, and seminars led by our expert research team.

Stellar Support

Stellar Support

Whether you have a quick query, or need assistance with a grievance, our support team is committed to providing prompt and effective solutions.

Testimonials
Hear from our satisfied customers who rely on Kotak Neo for their financial goals.
Professionalism and Valuable Guidance
I've been a Kotak Private Client Group client for over five years. Their professionalism and guidance have been invaluable. I appreciate the range of products and access to niche fund houses. I would recommend Kotak Private Client Group to anyone seeking a reliable, long-term financial partner.
Mr. Akshay Dev's avatar
Mr. Akshay Dev
Wall of Trust
You Deserve a Credible & Relevant Solution For Your Investments
Our commitment to excellence is demonstrated through our flexible architecture framework, offering diverse investment opportunities to safeguard and fulfil your financial goals
30+ Years
30+ Years
Legacy
5 Million +
5 Million +
Customers
Accredited
Accredited
Research
HERE TO HELP, THE WAY YOU NEED
Contact Us
Email us for queries/requests
Whatsapp Chat

All Days: 8AM to 8PM

Phone

All days: 8AM to 6PM

1800 209 9191

Customer Service (NRI Customers)

Monday to Friday: 9AM to 6PM – IST

+91 8069440017

Live Chat

All Days: 8AM to 8PM

Frequently Asked Questions

The Private Client Group is exclusively designed for high-net-worth individuals with specific and demanding financial objectives.

One key differentiator is providing an experienced, dedicated account manager who offers expert support and assistance.

The Private Client Group gives you access to a comprehensive range of investment opportunities, including investment avenues such as equity, debt, alternative investments, active and passive income strategies, venture capital, private equity, IPOs, insurance, and real estate, among others.

We offer a wide range of investment options such as direct stock broking, mutual funds, PMS and AIFs.

You may conveniently monitor and manage your direct stock portfolio through our secure online platform.

The minimum investment required may vary based on your specific financial needs. Our team will guide you through the process during the assessment.

To begin your journey with us, contact our team, and we will connect you with a dedicated relationship manager.

You may contact our team via phone, email, or WhatsApp with any inquiries or for assistance. We would be happy to allocate a dedicated relationship manager to help you.