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Invest with ease

Plan what your money can do for you and help it grow

We help you with financial planning decisions that aim to achieve your goals in life. It is not just about buying the right investment and retirement products. Be it creating a will to protect your family, thinking about how your family will manage without your income, or spending money differently - it involves thinking about all of these things together i.e. your 'plan'. You can build a financial plan on your own, or if your needs are more complex, you might want the help of a Financial Planner.

Whatever your situation, when you are a part of the Kotak Private Banking System** your Relationship Manager can offer you a complete and customised financial plan, and the right advice at no additional cost.

** Terms & Conditions Apply

Investment Bouquet

Kotak Mahindra Bank distributes a wide range of investment products that enable you to consolidate all your holdings, for better control and monitoring.

  • Mutual Funds

    With an investment account, you can invest in the Mutual Fund schemes of all major Asset Management Companies (AMCs). You can enjoy the convenience of purchasing, redeeming, switching and setting Systematic Investment Plans (SIP) online, or through our bank branches. You can also monitor your investments, check NAVs and get access to research reports.

  • Life Insurance

    You can invest in Life Insurance policies from the Kotak Life Insurance Company. Choose from a wide range of products like Unit Linked Plans, Term Plans, Pension Plans, Endowment Plans, Child Plans, etc.

  • General Insurance

    We offer Health Insurance and Motor Insurance solutions through our partner Kotak General Insurance Company, a Kotak Group Company***.

  • Smart Equity

    Trinity Account is a 3-in-1 combination of a Privy League Savings Account, Kotak Bank and Kotak Securities Demat Account & Trading Account, with preferential broking rates. This account enables you to invest in the listed securities through Kotak Securities Ltd., a Kotak Group company. It gives you a comprehensive platform that provides you access to research reports from Kotak Securities Ltd.

  • Term Deposits

    Choose from a variety of Term Deposit options: monthly payout, quarterly payout, cumulative and tax saving deposits u/s 80C. The salient features of our Term Deposits are:

    • Up to 85% of the Term Deposit as an overdraft facility in your Savings Account

    • Premature partial withdrawal facility on your Term Deposit

    • 0.5% higher interest rate for senior citizens

    • Facility to link your Term Deposit to your Savings Account

  • National Pension System(NPS)*

    NPS is a Government of India promoted unit linked plan for systematic investment and creating wealth for your retirement. Any resident individual or NRI aged between 18-60 years can join this scheme. The salient features of NPS are:

    • Extremely low cost of investment

    • Freedom to switch amongst fund managers and investment options

    • No TDS on withdrawal

    • Additional Income Tax Exemption u/s 80CCD (1B) of up to Rs. 50,000/-

* subject to applicable regulations

*** Kotak Mahindra Bank Ltd. (Registration No. CA0250) is a corporate agent of Kotak Mahindra General Insurance Company Ltd.
Regd. Offc address - 27 BKC, C 27, G Block, Bandra Kurla Complex, Bandra (E), Mumbai - 400051
Toll free - 1860 266 2666 Website:
Insurance is underwritten by Kotak Mahindra General Insurance Company Ltd. IRDAI Reg. No. 152. KGI/16-17/IA/E-BN/46
Regd. Offc address - 27 BKC, C-27, Bandra Kurla Complex, Bandra (East), Mumbai - 400051