| 1. Portfolio Management Services |
- Your portfolio will be tailored after
thorough research backed by expertise
from Kotak Securities research team -
one of India's oldest portfolio management
companies
- Option of being in total control of
your portfolio with Kotak Securities'
Non Discretionary Portfolio Management
Service (NDPMS)
- A dedicated Investment Manager
- A consultative and transparent method of investing, where you are always consulted and informed of all investment decisions, thus keeping you in charge of your investments
- A dedicated website and a service
desk allow you to keep a constant
tab on your portfolio's performance
- An experienced team of Portfolio Managers is available to track, monitor and optimize the Privy League member's portfolio at all times
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| 2. Trinity Account |
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- Convenience and flexibility of buying and selling shares over the phone or the Internet
- Hold your shares in convenient dematerialised format and leverage opportunities in the stock-market
- 'Direct Access' feature automatically transfers unutilised margin money back from your Trading Account to your Bank Account at the end of the day, once linked
- Regular financial market updates
- Access to Platinum Centralized Dealing Rooms of Kotak Securities, where dedicated dealers and service personnel will assist you in all your trading requirements
- Composite Demat Account that can hold Equity shares as well as Government Securities, Bonds etc
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| 3. International Equity * |
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Kotak Group offers you a unique investment option within the framework of the Liberalized Remittance Scheme# which provides an opportunity for Resident Indians to remit up to US$ 2,00,000 per annum for investment in immovable property or shares outside India. Individuals will also be able to open, maintain and hold foreign currency accounts with a bank outside India for making remittances under the scheme without prior approval of the Reserve Bank of India (RBI). Kotak Securities Limited, a Kotak Group company has allied with Saxo Capital Markets Pte Ltd, Singapore. Through this alliance, you can avail of a unique opportunity of trading in the international equity markets. Saxo Capital Markets Pte Ltd. is a subsidiary of Saxo Bank, Denmark. Saxo Capital Market facilitates Online Trading in a wide range of financial products including stocks from 26 exchanges worldwide.
*Not available to residents of all countries. Please get in touch with us for further details.
# Not applicable to Non Resident Indians.
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| 4. Structured Products |
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Privy League members have exclusive access to structured products that are not directly available in the market and are customized according to prevailing market conditions. They can generate returns under a much wider range of market conditions, unlike traditional investments that usually benefit only from the rise and fall of a particular asset class like Equity or Debt.
Features:
- Redeemable-at-Par
- Reduced volatility (or risk) within an investment
- The underlying can be Indices, Basket of stocks and/or Commodities
- Low Risk Exposure when compared to other equity products
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| 5. Real Estate Funds |
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| You could consider new investment vehicles like Real-Estate Funds, which are managed by reputed financial institutions. You can look at this product as a part of your portfolio, based on your risk profile and asset allocation. |
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Want to know more? |
