Kotak Securities
The company's offerings include stock broking through the branch and Internet, Investments in IPO, Equity & Derivatives, Mutual funds and Portfolio management service. Kotak Securities Ltd. 100 % subsidiary of Kotak Mahindra Bank is one of the oldest and largest stock broking houses in the Industry. In 1994 the Brokerage and Distribution businesses of Kotak Mahindra Group incorporated into a separate company - Kotak Securities Ltd. It is one of India's leading stock broking houses with a market share of around 10 percent. Kotak Securities has 843 outlets servicing over 8.5 lakhs customer accounts and coverage of 331 cities. Kotaksecurities.com, the online division of Kotak Securities Limited offers Internet Broking services and also online IPO and Mutual Fund Investments. They handle more IPOs than any other brokerage. The company has a full-fledged research division involved in macroeconomic studies, sectoral research and company-specific equity research combined with a strong and well-networked sales force, which helps deliver current market information and news. The company primarily provides secondary market broking services in equity shares and global depository receipts. It also offers portfolio management services to high net-worth individuals and corporate. In addition, the company distributes a range of financial products, including company fixed deposits, mutual funds, initial public offerings, secondary debt, equity, and small savings schemes. Further, it provides Internet broking services and depository services. Kotak Securities Ltd has been the first in providing many products and services which have now become industry standards. Some of them are: Facility of Margin Finance to the customers Investing in IPOs and Mutual Funds on the phone SMS alerts before execution of depository transactions Mobile application to track portfolios AutoInvest – A systematic investing plan in Equities and Mutual funds Provision of margin against securities automatically against shares in the customer's Demat account Kotak Securities has a full-fledged research division involved in Macro Economic studies, Sectoral research and Company Specific Equity Research combined with a strong and well networked sales force which helps deliver current and up to date market information and news. The company is also a depository participant with National Securities Depository Limited (NSDL) and Central Depository Services Limited (CDSL), providing dual benefit services wherein the investors can avail the company's brokerage services for executing the transactions and the depository services for settling them. Kotak Securities Ltd. processes more than 4,00,000 trades a day which is much higher even than some of the renowned international brokers. Kotak Securities Limited has over Rs. 3300 crore of Assets Under Management (AUM) as of 31st March, 2008. The portfolio Management Service provides top class service, catering to the high end of the market. Portfolio Management from Kotak Securities comes as an answer to those who would like to grow exponentially on the crest of the stock market, with the backing of an expert. Unlike many other companies, Kotak Securities Ltd., has a Centralised Risk Management System and an in-house Research Team which allows it to offer the same levels of service to customers across all locations. Kotak Securities network spans over 321 cities with 877 outlets, with an employee workforce beyond 5100. The Companies accolades and awards are as follows: 1)Best Brokerage Firm in India by Asiamoney in 2008, 2007 & 2006 2)Best Performing Equity Broker in India – CNBC Financial Advisor Awards 2008 3)Avaya Customer Responsiveness Awards (2007 & 2006) in Financial Services Sector 4)The Leading Equity House in India in Thomson Extel Surveys Awards for the year 2007 5)Euromoney Award (2007 & 2006) – Best Provider of Portfolio Management: Equities )Euromoney Award (2005)-Best Equities House In India 7)Finance Asia Award (2005)-Best Broker In India 8)Finance Asia Award (2004)- India's best Equity House 9)Prime Ranking Award (2003-04)- Largest Distributor of IPO's
VuNet Systems
Series B in 2025
VuNet Systems is founded by a group of professionals with decades of experience in designing and developing networking products. VuNet’s platform provides comprehensive insights into IT and digital environments by linking IT performance with business results. This method fosters collaboration among business, product, and IT teams, enhancing transparency and accountability.
FundExpert Fintech
Acquisition in 2022
FundExpert Fintech is a platform that gives the ability to seamlessly place mutual fund orders, transfer funds and manage investments under a single window, giving total peace of mind and convenience to handle them. They scale up businesses through their robo advisory platform.
Multipl
Seed Round in 2022
Multipl is a financial technology company founded in 2020 in Bengaluru, Karnataka, that focuses on promoting mindful consumption through its innovative platform. The company offers a plan now, pay later model, allowing users to save money and manage expenses effectively for high-value purchases. By encouraging users to save consistently before making a purchase, Multipl helps individuals grow their savings and plan for their financial goals. Through its services, the company aims to make significant purchases achievable by fostering smarter financial habits and rewarding patience in the saving process.
TradeGyani
Acquisition in 2022
India’s first social network for investors, traders and investment advisors TradeGyani is a social trading platform (similar to etoro & ayondo) - Overarching theme is to connect smart investors with novice investors. A novice investor can see and copy the portfolios of the smart investors through their platform with a click of a button. A better, low risk and cost efficient model if you compare it with Mutual Funds. It is an aggregator – connecting the entire trading ecosystem to a single platform & adding value to each participant: • Retail customers get access to the investment portfolios of celebrity advisors & in a transparent manner and at a low cost • For advisors, they become a marketing & lead gen tool • For full service brokerage firms, their virtual trading engine and gamification strategies helps them to acquire new customers cost efficiently.
FlipItMoney
Corporate Round in 2021
FlipItMoney is a financial literacy platform based in India that aims to foster a community of financially literate individuals and capital market enthusiasts. Utilizing artificial intelligence, data science, and natural language processing, the platform provides users with summarized, real-time financial and business news, alongside personalized insights and stock recommendations from top brokers. Its features include adaptive learning modules, quizzes, live finance classes, and a discussion forum for investors. With a high user rating, FlipItMoney is designed to enhance users' understanding of finance and capital management, ultimately promoting financial literacy throughout India. The platform currently experiences over 500 organic downloads daily, reflecting its growing popularity and commitment to educating the community.
Fullife Healthcare
Series C in 2021
Fullife - a young company with Innovation in its DNA comprises of passionate Individuals who brings in Fresh Perspective to the Business. They focus on Novel Pharmaceuticals, Nutraceuticals, Medical Devices and Diagnostics that help people Live Life to the Fullest. Since their genesis in 2009, they have established an alliance driven business creating values for ourselves and their partners in International as well as Domestic Geographies.
StockEdge
Funding Round in 2021
Only 1.5 % of India's population is invested in non-banking financial instruments. Most of the money of Indian household in lying into non-productive assets leading to poor wealth creation and distribution. We believe that there are three core reasons for such a lower financial inclusion – poor financial literacy, inadequate access to the right data and biased advisory from various intermediaries. We are creating a unique platform for personal financial management in India which will help the entire population to get onboarded into the financial ecosystem by making them independent through learning, analytics and integrated execution.
Kredent
Debt Financing in 2021
Kredent is a FinTech company that provides services based on financial markets, real estate, education, and technology. It specializes in providing trading of financial products, facilitates land identification and acquisition, project planning, conceptualizing, designing, marketing, and executing projects, both residential and commercial in nature, and offers training people on finance and making them aware of various intricacies of financial management. Kredent was established in 2006 and is headquartered in Kolkata, India.
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