For Equity we have one of the best broking house as our partner who will be helping you make your investments in equity easy and more research oriented.
Online Share Trading
IPOs
Currency
Portfolio Management
Derivatives (F & O)
Commodities
Now all your insurances can be done at one place as we have a one stop solution for all your insurance needs. In the field of Insurance we have a tie up with ICICI Lombard, ICICI prudential and Star Health. You can contact us for-
Home Insurance
Business Insurance
Travel Insurance
Vehicle Insurance
Term / Life Insurance
ULIP's
Health Insurance
We at Fintegic Investments help you find the right Mutual fund after risk profiling you and then accordingly give you the right mutual funds according to your risk appetite. We have all the mutual funds available in the market , we also help invest in New Fund Offerings(NFOs). As we are more technologically driven we also have PAPERLESS Investing, wherein you can buy or sell mutual funds through our Fintegic APP. “Fintegic” APP can also be used to check the investments you have made, the return they have got on their investments and other details regarding their investments.. They also have an option of website login where they can download their latest statements and also check all the details about their investments.
We provide all kinds of loans. W have a tie up with HDFC Bank, HDFC Limited and IndiaBulls home loans. The loans are given on the basis of your net worth and ITR, the Interest Rate is decided by the banks after your risk profiling and the loan amount is also fixed by the bank based on your capacity to pay.
We deal in-
Portfolio Management Service (PMS) is a professional financial service where skilled portfolio managers and stock market professionals manage your equity portfolio with the assistance of a research team. Many investors have equity portfolios in their Demat Account but managing them can be a challenge. PMS is a systematic approach to maximise returns while minimising the risk factor on your investments. It enables you to make sound decisions that are supported by extensive research and factual data without lifting a finger. Additionally, it better prepares you to deal with market adversity.
IPOs
How does an IPO take place?
Ways of Applying for an IPO
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
Currency
Trading in Currency (Forex) Derivatives
"Never keep all your eggs in one basket"
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.
Derivatives ( F & O)
Online Derivatives Trading
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.
Types of Derivative Instruments:
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.
Commodities
For Commodity Trading we have on board Kotak Commodities Services.
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.
Home Insurance
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.
Business Insurance
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 :
Travel Insurance
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.
Vehicle Insurance
A worry-free ride awaits you! Get comprehensive coverage for your Vehicle and secure your ride in a breeze.
Term / Life Insurance
Unit Linked Insurance Plans
Health Insurance
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.