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Onboarding

Kotak Connect Plus is a multi-asset platform offering a range of financial services, including mutual funds, stocks, and loans. The document highlights the advantages of mutual funds, such as professional management, risk diversification, and tax benefits, while also showcasing the growth in investor accounts and total assets managed in the mutual fund industry. It invites potential distributors to join and emphasizes the company's legacy and support features.

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abbai r
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24 views16 pages

Onboarding

Kotak Connect Plus is a multi-asset platform offering a range of financial services, including mutual funds, stocks, and loans. The document highlights the advantages of mutual funds, such as professional management, risk diversification, and tax benefits, while also showcasing the growth in investor accounts and total assets managed in the mutual fund industry. It invites potential distributors to join and emphasizes the company's legacy and support features.

Uploaded by

abbai r
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Become a

MUTUAL FUND
DISTRIBUTOR
Join Us
Welcome To Our Company

Kotak Connect Plus

Kotak Connect Plus is a cutting-edge, multi-asset


platform that serves as a one-stop-shop for a
variety of financial services.

Leveraging advanced technology, the platform


offers real-time market data and insights, enabling
users to make informed decisions.

2
Our Product Basket

Mutual Funds Stocks Credit Card Loans

Insurance NPS Corporate FD Gold Bonds

Capital Gain Bonds RBI Bonds Secondary Bonds PMS/AIF


3
Mutual Funds
is the optimal choice for
Building & Safeguarding
wealth, ensuring a secure
financial future.

4
Advantages of Mutual Funds

PROFESSIONAL MANAGEMENT

RISK DIVERSIFICATION

AFFORDABILITY &
CONVENIENCE

LOW COST

TAX BENEFITS
5
Type of Mutual Funds

Type of Mutual Funds

Equity Funds Debt Funds Hybrid Funds

Debt funds are highly


Hybrid funds are a
Equity Funds are the highest recommended to
combination of equity
return giving funds investors with lower risk
and debt investments
tolerance.

Hybrid Funds offers balanced


These funds are suitable for Debt funds are low-risk
portfolio for Regular Income
long term investors. investment options.
& Long-Term Growth

6
Mutual Fund Offers

Wealth Building Regular Income Short term & long term


Investment

Tax Saving Retirement Assessment Financial Need fulfillment

7
Increase in Investor Accounts

14.91
Since December 2014, there is a steady increase in investor accounts from

14.11
13.74
4.03 cr to 14.91cr in June 2023.

12.02

Source: AMFI
8
Why Choose Us?

35+ Years of Kotak Trusted by 4000+


Group Legacy Mutual Fund Distributors
& 2500+ Franchises

Personalised app on Mobile & web login


co-branding for advisor & clients
Get your personalized Access to mobile and web
app with login for both Clients and IFAs

9
Key Features

Full service Financially Trusted by Trusted by


Broking firm strong, well- 3.5+ million 4000+
capitalized customers distributors,
group 2500+
franchisee
partners

10
Key Features

Single platforms for Digital On boarding


all products

Customer centric Consolidated Portfolio


approach Statement

11
Total Assets managed by AMFI
The assets under management (AUM) of the Indian mutual fund industry increased from Rs. 40.76
trillion in December 2022 to Rs. 51.09 trillion by December 2023, indicating a significant growth of
25.34% over the course of the year.

Source: AMFI
12
Comprehensive Assistance

Research Marketing Operational Technical CRM Support


Support Support Support Support & Dedicated
RMs

13
Contact Us

Write to us at:
kssupport.connectp
lus@kotak.com

Visit us at:
www.kotaksecurities.com/k
otak-connect-plus/

14
Become a
MUTUAL FUND
DISTRIBUTOR
Join
Now

15
THANK
YOU

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