Kotak Securities rebrands customer-facing identity as Kotak Neo
Hyderabad, Oct 7 (TNT): Kotak Securities Ltd on Wednesday announced the rebranding of its customer-facing identity as Kotak Neo, bringing its digital capabilities, research expertise and relationship-led services under a unified investment ecosystem.
The rebranding follows a multi-year transformation of Kotak Securities, involving investments in technology, product innovation, research and customer experience to meet the evolving needs of investors and traders, the company said in a release.
Kotak Neo is aimed at providing customers with greater choice, digital convenience and access to investment expertise through a single platform.
Speaking on the launch, Kotak Neo Managing Director and CEO Shripal Shah said investors were increasingly looking beyond individual financial products and seeking integrated solutions to build wealth, diversify portfolios and participate in different investment opportunities.
He said Kotak Neo aimed to bring more of this investment journey together within a single ecosystem.
A key feature of Kotak Neo is the combination of digital services with human expertise.
Its digital-first platform is supported by Kotak’s nationwide branch and partner network, research capabilities and relationship managers, allowing customers to access services through technology or personal assistance based on their requirements.
As part of the rebranding, Kotak Neo is expanding its wealth management offerings through Kotak Neo Private Client Group and Connect Plus by Kotak Neo, catering to investors and distributors respectively.
Kotak Neo Private Client Group offers open-architecture solutions supported by the Kotak Group’s product capabilities and institution-grade research to help individuals and families build, manage and preserve wealth across different stages of life.
Connect Plus by Kotak Neo provides distributors with a range of wealth management products, including mutual funds, equity broking, insurance, portfolio management services (PMS) and alternative investment funds (AIFs), along with other investment solutions.
The company said Kotak Neo would also offer technology-driven capabilities such as algorithmic trading, strategy tools, theme-based stock baskets, a mutual fund portfolio analyser and Neome, an AI-powered assistant for accessing and exploring Kotak’s research insights.
Through integration with the broader Kotak ecosystem, customers will also be able to access banking, investment and wealth management solutions through a connected financial experience.
The company said Kotak Neo represents the customer-facing retail business of Kotak Securities Ltd, while Kotak Securities will continue as the legal entity. There will be no change to existing customer accounts, products, services or the governance framework.
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