Bespoke Investment Solutions For The Elite & Exclusive You

Kotak Neo’ Private Client Group offers high-net-worth individuals and families exclusive investment opportunities. We provide access to a diverse range of asset classes, including Direct Equities, Fixed Income, Alternate Assets, and Credit. Supported by thorough research, clients are empowered to make informed decisions, ensuring every investment aligns with the highest standards of the Private Client Group experience.

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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

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

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

Bonds
Debentures
Debt Mutual Funds
Debt AIFs

Credit

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

Home Loans
Business Loans

Commodities

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

Metals (Precious/Non-Precious)
Energy
Agri Commodities

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)

Portfolio Management Services (PMS)

Access professionally managed portfolios built around your investment objectives, with securities held directly in your demat account and managed by SEBI-registered portfolio managers.

Discretionary : Entrust investment decisions to the portfolio manager within the agreed mandate.
Non-Discretionary : Receive portfolio recommendations while retaining approval over each transaction.
Advisory : Access investment advice while retaining the decision to select and execute each transaction.

Alternative Investment Funds (AIFs)

Explore privately pooled, SEBI-registered investment vehicles designed to provide access to non-traditional assets and specialized strategies.

Category I : Venture capital, start-ups, SMEs, infrastructure and social ventures.
Category II : Private equity, private credit, real estate and debt strategies.
Category III : Long-only and long-short equity, absolute-return and hedged strategies.

Cutting Edge Platforms

A Seamless Investment Experience With Next-Generation Tools

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

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

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

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

Dedicated Relationship Managers

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

Research-backed Recommendations

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

Insightful Engagement

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

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

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

Legacy

5 Million +

Customers

Accredited

Research

HERE TO HELP, THE WAY YOU NEED

Email us for queries/requests

support@kotakneo.com

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.