Product & Services

Volatility is the reality of the stock market. However, the key to a successful stock market investment is in increasing the returns you get over long-term, and avoid the day-to-day fluctuations. It also helps to have a disciplined and informed approach. You will always be in control of your money.

Here are some of the services offered by Kotak Securities:

• Instruments available to trade :  Kotak Securities allows you to trade in shares equity as well as preferred shares, debentures partly, fully, and non-convertible debentures, warrants, coupons and bonds. You can also trade in mutual funds and exchange-traded funds.


• Ease of trade :  At Kotak Securities, we cater to the needs of both investors as well as day-to-day traders. An investor puts his money in the stock market for long-term returns. The underlying principle is that the value of the investment will increase in the long-term irrespective of short-term volatility. A trader, in contrast, plays on the fluctuations in the stock market. As a result, they need to monitor their portfolios more regularly. Depending on your profile, we offer different kinds of value-added services and brokerage plans for both online as well as offline equity trading. To know about our online trading services, click here.


• Investor education :  If you are a new investor, worry not. We help you understand the basics of the stock market and its workings. Click here to visit our education section to learn more about equity trading.


• Research :  Kotak Securities always strives to keep you informed of all the stock market events to help you make an informed decision. Our dedicated team of market experts regularly analyses the trends of the stock market across sectors and industries, and publishes comprehensive reports. This is aimed to help you make better decisions.

• When a company wants to go public, the first thing it does is hire a financial advisor or an investment bank to manage the public issue.


• The company and the investment bank meet to discuss the amount of money the company would raise, the type of securities to be issued, and all details in the underwriting agreement


• The underwriter puts together what is known as the RED HERRING prospectus.


• This is an initial prospectus containing all the information about the company except for the offer price and the effective date not known at that time.


• With the red herring in hand, the underwriter and company attempt to find the appetite for shares. They go on a road show to tap institutional investors.

You can invest in IPOs only through ASBA and only if you have a Trinity account with Kotak Securities. Using ASBA, you can invest in public issues by authorizing the bank to block an amount equivalent to the application amount in the linked bank account. The application amount is not debited from the account but remains blocked till the completion of allotment process. On allotment, amount required will be debited from the bank account whereas in case of partial or no allotment, the amount unutilized due to non-allotment will be released

Financial markets are a classic example of this proverb. These markets all around the world in all categories and at all points of time have taught us to keep our investments diversified into various instruments. Hence, we at Kotak Securities have brought a new investment opportunity to further diversify your portfolio – Currency Derivatives.

Currency derivatives are a contract between the seller and buyer, whose value is to be derived from the underlying asset, the currency value. A derivative based on currency exchange rates is an agreement that two currencies may be exchanged at a future date at a stipulated rate.

For the first time this segment is accessible to the retail players in the currency trading market.

In the stock market, you can buy and sell shares of companies. Based on these shares, derivatives instruments are also traded on the market. These instruments are an agreement to buy or sell the underlying shares in the future. This agreement is sold in the market. They are called contracts.
Derivative instruments are available for shares, indices, currencies as well as commodities. Their value is tied to the underlying security.

There are two kinds of derivative instruments – futures  and options. Futures are contracts or an agreement between two parties to either buy or sell a fixed quantity of assets at a particular time in the future for a fixed price. An option is also a similar contract, except the parties are not obligated to fulfill the terms of the agreement. These contracts are then traded in the market. The minimum value of a contract is Rs 2 lakh.

Kotak Commodity Services Private Ltd (formerly known as Kotak Commodity Services ltd) Limited (KCSPL) is promoted by the Kotak family that has decades of experience in commodity trading. KCSPL is a trading-cum-clearing member of the leading national commodity exchanges - MCX & NCDEX. It is also a member of NCDEX Spot Exchange.
KCSPL is also associated with All India Cottonseed Crushers Association, Cotton Association of India and The Solvent Extractors Association of India.
KCSPL offerings include Commodities Broking Services, Hedging Solutions and Arbitrage Desk to meet the requirements of all kinds of market participants. They have a full-fledged research division involved in macro & commodity complex research and commodity specific research. This is combined with a strong and well networked sales force, which helps deliver current and up-to-date market information and news.

Your home insurance policy gives you the option to buy insurance for only the building (structure) of your home, or only the content (belongings) of your home, or both.The policy covers losses to the structure and content of your home, that might occur due to a number of natural and/or man-made calamities.

Effective risk management is the key to a successful business. ICICI Lombard’s comprehensive commercial product line is aimed at multi-type and multi-size businesses. They offer products that match your personal and business needs and provide you a perfect protection cover.

They Offer :

• Group Health
• Group Personal Accident
• Workmen Compensation
• Marine Insurance
• Fire Insurance
• Liability Insurance
• Office Package Insurance
• Electronic Equipment Insurance
• Shopkeeper Insurance
• Burglary Insurance
• Event Insurance
• Project Insurance - Eraction All Risk Policy
• Project Insurance - Contractors All Risk Policy

No matter where you are, stay assured of quality healthcare. Avail travel insurance plans that offer cashless hospitalisation facilities across the globe, so you can be at peace when you travel.

A worry-free ride awaits you! Get comprehensive coverage for your Vehicle and secure your ride in a breeze.

• Get claim payout on first diagnosis of 34 critical illnesses (optional)
• Accidental death benefit up to  2 crore (optional)
• Longer cover till age 75

• Invest only once and enjoy benefits for entire policy term
• 100% amount invested in wide range of funds
• Choice of 7 funds (3 equity, 3 debt, 1 balanced)
• Life cover to protect your loved ones
• Tax benefits up to ` 46,800 u/s 80(C) and 10(10D)

For Health Insurance we have a tie up with Star Health Insurance. It’s often said that your health is your wealth. And with the same belief, we make it our mission to ensure that your health is never compromised. That’s why we offer you an array of flexible plans to protect your health.
Be it for yourself or your near and dear ones, health shall never come second with Star Health Insurance by your side.