Kotak Securities rebrands as Kotak Neo

Hyderabad: Kotak Securities Limited has rebranded its customer-facing retail business as Kotak Neo as part of its push to create a unified investment and wealth management platform.The rebranding follows a multi-year transformation involving investments in technology, product development, research and customer experience. Kotak Neo will combine digital trading and investment services with the company’s branch network, research capabilities and relationship managers.

Shripal Shah, Managing Director, 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.” The company is also expanding its wealth management offerings through Kotak Neo Private Client Group and Connect Plus by Kotak Neo, targeting investors and distributors, respectively.Kotak Neo offers algorithmic trading, strategy tools, stock baskets, a mutual fund portfolio analyser and AI-powered research assistant Neome.