Mumbai | Kotak Securities Limited today announced rebranding of its customer-facing identity as Kotak Neo creating a unified and future-ready investment ecosystem. Kotak Neo is a reflection of a fundamental shift in how customers engage with financial markets today, seeking greater choice, seamless digital experiences and access to expertise, all in one place.
The transition follows a multi-year transformation of Kotak Securities, marked by significant investments in new technology stack, product innovation, research and customer experience to address the evolving needs of India’s investors and traders. The move brings the business under a single customer-facing identity, combining digital capabilities with research expertise and relationship-led engagement.
Speaking on the launch, Shripal Shah, Managing Director & CEO, Kotak Neo, said “Investors’ needs have continued to evolve. Today, they are not thinking only in terms of individual products like stocks, mutual funds or derivatives. They are looking at the bigger picture of how to build wealth, diversify their portfolios and participate in different opportunities across the economy. But meeting all these needs often means dealing with multiple platforms, providers and advisors. With Kotak Neo, our aim is to bring more of that journey together within a single ecosystem.”
A key differentiator for Kotak Neo is its ability to combine digital convenience with human expertise. Its digital-first platform sits alongside Kotak's nationwide branch and partner network, research capabilities and relationship managers, giving customers the flexibility to engage through technology or human expertise depending on their needs.
As part of this evolution, Kotak Neo is broadening its wealth management proposition through Kotak Neo Private Client Group and Connect Plus by Kotak Neo, catering to investors and distributors, respectively. Kotak Neo Private Client Group combines open-architecture solutions, complemented by the Group’s product manufacturing strengths and institution-grade research capabilities to help individuals and families build, manage, and preserve wealth across life stages.
Connect Plus by Kotak Neo empowers distributors with a comprehensive suite of wealth management products including mutual funds, equity broking, insurance, PMS, AIF offerings, alongside a range of other wealth management solutions.
Rooted in a culture of innovation across design, technology and product development, the company also offers advanced capabilities such as algorithmic trading, strategy tools, theme-based stock baskets, MF portfolio analyser and Neome, an AI powered assistant to access and explore Kotak's research insights. Through its integration with the broader Kotak ecosystem, customers can now also access a wider spectrum of banking, investing and wealth-management solutions through a connected financial experience.
The Kotak Neo brand represents the customer-facing retail business of Kotak Securities Limited. Kotak Securities Limited will continue to be the legal entity, with no change to existing customer accounts, products, services or governance framework.
About Kotak Neo
Kotak Neo, the retail arm of Kotak Securities Limited, is built to serve the evolving needs of India's investors through a comprehensive suite of broking, investing and wealth solutions. Backed by the trust and legacy of Kotak Mahindra Bank, Kotak Neo combines deep research expertise, a robust digital trading platform and a nationwide distribution network to serve investors across India. As of 30 June 2026, the company caters to over 67 lakh customers through 148 branches, 1,297 authorised persons across 344 cities, supported by an extensive network of franchisees and partners.
For more information, please visit: www.kotakneo.com
For further information, please contact:
Biswajit Dash
Kotak Mahindra Group
Phone: +91 91670 44405
Biswajit.dash@kotak.com
Latika Srivastava
Kotak Mahindra Group
Phone: +91 9819344093
Latika.srivastava@kotak.com
Stuti Sahu
The Good Edge
Phone: +91 9833528035
Disclaimer
Kotak Securities Limited: CIN: U99999MH1994PLC134051, SEBI Registration No. INZ000200137 (Member of NSE, BSE, MSE, MCX & NCDEX), AMFI-registered Mutual Fund Distributor. AMFI ARN: 0164, Date of Registration: July 07, 2002, Current validity of AMFI ARN - July 23, 2027, PMS INP000000258 and Research Analyst INH000000586. NSDL/CDSL: IN-DP-629-2021.
Compliance Officer Details: Mr. Hiren Thakkar. Call: 022 - 4285 8484, or Email: ks.compliance@kotak.com.
Investments in securities market are subject to market risks, read all the related documents carefully before investing.
Please read the SEBI prescribed Combined Risk Disclosure Document prior to investing. Brokerage will not exceed SEBI prescribed limit. For compliance T&C and disclaimers, visit www.kotakneo.com/disclaimer/. All the offers related to MTF are subject to provisions under SEBI circular CIR/MRD/DP/54/2017 dated June 13, 2017.
KOTAK NEO | MEDIA FACT SHEET
www.kotakneo.com
Kotak Securities Limited, a wholly owned subsidiary of Kotak Mahindra Bank, operates through two distinct business verticals: Kotak Neo (formerly known as Kotak Securities' retail business) and Kotak Institutional Equities.
Kotak Neo serves the evolving needs of India's investors through a comprehensive suite of broking, investing and wealth solutions. Backed by the trust and legacy of Kotak Mahindra Bank, Kotak Neo combines deep research expertise, a robust digital platform and a nationwide distribution network to serve investors across the country.
BUSINESS AT A GLANCE
Entity Numbers
· Networth: ₹12,000Cr+*
· Standalone Total Income for FY25-26: ₹5461Cr, which is 136% increase from ₹2315Cr in FY21
· Standalone Net Profit for FY25-26: ₹1664Cr, which is 112% increase from ₹ 784Cr in FY21
· 148 Branch Network. 1297 Authorised Persons. 344 Cities*
· 65% growth in overall market share - 8% in FY21 to 13.2% in FY26
· 105% increase in derivatives market share – 7.3% in FY21 to 15.0% in FY26
· Market share in commodity increased nearly five-fold, from 4% in FY21 to 18% in FY26
Kotak Neo Business Depth
· 67.52 lakh clients* - 200% growth from 22.5 lakh in FY21
· ₹17 lakh crore DP Assets held* - the highest across stock broker DPs
· ₹36,500Cr Client Assets Under MF, PMS, AIF, ETF*
· 14%* market share in MTF - among the largest margin funding businesses in the industry
· 4500+ employees
Technology and Transformation:
· Over ₹1000 Crore invested in technology since FY21. Spends in FY26 is higher by 190% compared to FY21.
· We offer under 50ms API speed for order execution - among the fastest in the industry
· Significantly strengthened digital business, growth, product, and technology capabilities by bringing in high-calibre talent and building future-ready team
The New-age Indian Investor on Kotak Neo, between FY21 and FY26:
· 70% of all new client acquisitions are under the age of 35
· Median age of the customer is 29 years
· 67% of clients acquired are from Tier 2 & Tier 3 cities
Social Impact:
· Education: imparted financial education to over 3 lakh college students countrywide since 2021 through the CSR initiative, Kona Kona Shiksha, in partnership with NISM
· Healthcare: Advancing access to critical healthcare through cancer treatment support, cochlear implant and bone marrow transplant initiatives, enabling transformative treatment outcomes for underserved communities
· Other CSR initiatives include providing scholarships to meritorious students to help them continue their educational journey, and supporting athletes and para-athletes representing India at various national and international sporting events
*as on 30th June26
Market share numbers are excluding proprietary segments
KOTAK NEO OFFERING
Kotak Neo serves both DIY and assisted investors through its advanced mobile and web platform. Designed for speed, simplicity, and reliability, the platform offers execution speeds of up to 50 milliseconds, enabling investors and traders to respond to market opportunities with confidence.
Kotak Neo Relationship Client Group through its network of physical branches across 100 cities, serves affluent clients across Tier 1, Tier 2, and Tier 3 cities through a team of over 1,000 Dealer RMs, offering direct equity and wealth management solutions. It also leverages the 2,000+ branch network of Kotak Mahindra Bank to extend its reach and service capabilities.
Kotak Neo Private Client Group serves high-net-worth individuals, including salaried professionals and entrepreneurs, with a holistic approach to wealth creation and preservation. Backed by institutional-grade research, open-architecture investment solutions, and dedicated relationship management, it combines the capabilities of a leading financial institution with the personalization of a trusted wealth partner.
Connect Plus by Kotak Neo is a distributor-connect program offering a comprehensive suite of wealth management products including mutual funds, equity broking, insurance, PMS, AIF, and other products.
Products and Services
Investment Choice: Stocks, F&O, commodities and currencies, ETFs, mutual funds, IPOs, thematic stock and ETF baskets, MTF and SLBM, bonds, G-Secs, T-Bills, NCDs, insurance, sovereign gold bonds, and global investing solutions.
Research & Ideas: A comprehensive research ecosystem spanning long-term investment ideas, short-term and positional calls, MTF opportunities, fundamental and technical research, derivatives coverage, market insights, and investor education content.
Features
Neome (AI Research Assistant): Multilingual, AI-powered assistant to access and explore Kotak's research insights.
Strategy Bot: Allows traders to automate trades by setting entry, target, stop-loss and exit parameters for multi-leg strategies.
Trade from Charts: Enables analysis and trade execution directly from advanced charts with technical indicators.
Tools for Active Traders: Options-chain analytics, payoff analysis, basket orders, alerts, GTT and risk-control features.
MF Portfolio Analyser: Provides insights on portfolio performance, risk, diversification, sector exposure and fund overlap to help investors optimise their mutual fund holdings.
Backtesting: Tests trading strategies against up to 10 years of historical market data to evaluate performance and outcomes.
API Trading: Execute trades faster than ever in <50ms with no API subscription charges, and zero brokerage on API trades.
Stockcase: Expert curated stock baskets at your fingertips.
SIPit: Invest in stocks & ETFs seamlessly through SIP.
JOURNEY OF KOTAK NEO
Period
Milestone
1994
Incorporation of Uday Kotak Securities Limited (A Company with Unlimited Liability)
1995
Change of name from Uday Kotak Securities Limited to Kotak Securities Limited
Entering into a joint venture agreement with Goldman Sachs Group L.P.
2000
Launched Kotakstreet.com, one of India's early internet-based trading platforms, bringing investing online for retail investors.
2006
Following Goldman Sachs' exit, Kotak Securities became a wholly owned subsidiary of Kotak Mahindra Bank.
2007
Among the first broking firms in India to introduce 3-in-1 integrated account.
2010
Launched Kotak Stock Trader (KST), its first mobile trading application.
2017
Among the first to launch MTF in India.
2020
Launched Global Investment Platform for Indian & NRI Investors through partnership with Interactive Brokers Group.
2020
Introduced India's first Trade Free Plan with zero brokerage on intraday trades.
2021
Strategic investments made in StockEdge and eLearnMarkets to strengthen research and investor ecosystem.
2022
Launched Kotak Neo, a cloud-native digital investing and trading platform.
2022
Introduced the ‘No Brokerage’ Plan for traders under 30 and the ‘Trade Free Max’ Plan with Margin Trading Facility benefits.
2022
Acquired TradeGyani. Launched StockIt and StockCase to broaden investment offerings.
2023
Acquired FundExpert to offer a tech-led one stop shop for Independent Financial Advisors and Mutual Fund Distributors in India. Invested in BankSaathi to deepen participation in the emerging fintech ecosystem.
2024
Invested in Data Sutram, strengthening its AI-powered data and intelligence capabilities.
2025
Launched Stockshaala, a digital learning platform focused on investor education.
Invested in deep-tech startup VuNet to enhance technology-led innovation.
2025
Introduced zero-brokerage, zero-fee TRADE APIs for retail traders and developers.
2026
Expanded beyond broking with the launch of Kotak Neo Private Client Group and Kotak Neo Connect Plus, for investors and distributors, respectively.
LEADERSHIP AT A GLANCE
SHRIPAL SHAH
Managing Director & CEO, Kotak Neo
SANDEEP CHORDIA
Chief Operating Officer, Kotak Neo
ASHISH NANDA
Chief Business Digital Officer, Kotak Neo
MANISH KATHURIA
Chief Business Relationship Officer, Kotak Neo
Corporate Communications Connect:
Biswajit Dash
Latika Srivastava
Senior Vice President
Kotak Mahindra Bank
Phone: +91 91670 44405
Biswajit.dash@kotak.com
Deputy Vice President
Kotak Mahindra Bank
Phone: +91 9819344093
Latika.srivastava@kotak.com
Registered Office
27 BKC, C 27, G Block, Bandra Kurla Complex, Bandra (E), Mumbai 400051. Telephone No.: 022 43360000 Fax No.: 022 6713243
