Digital Solutions

At Kotak Private Banking, it has been our endeavour to be at the forefront of digital innovation.
Our convenient and secure digital platforms provide you bespoke solutions- anytime, anywhere.

 

 

Platforms and Solutions



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WhatsApp Banking&

Receive updates, generate portfolio reports and avail other services through the convenience and security of WhatsApp*. Click on the link below, type ‘Help’ & you are good to go.


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Mobile banking

Carry out your banking transactions, cashless & secure fund transfers, manage your bill payments, invest in & redeem mutual funds, raise service requests, and explore a variety of options.



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Asset Register@

When you have a substantial number of assets and investments, it can be hard to keep track of it all. Use our asset register to consolidate and track all your information at one source.


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Curated customer analytics & review platform

Institutionalized portfolio analytics with customizations as per your requirements.


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Smart Solutions App

Compare performance of your portfolio with relevant benchmarks, view transaction history, get a one-click summary of realised gain / loss of your portfolio, and details on our recommended funds & latest house views. Get a comprehensive portfolio view at family or individual level.

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Smart Will@@

A will is one of the best tools to ensure a seamless transition of wealth to your family and dependants, according to your wishes. Generate an e-will digitally that can be maintained and updated at your convenience.

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Convenient Solutions for Everyday Banking

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Digital Onboarding&&

Open you bank, securities or advisory accounts digitally at your convenience using your Aadhaar.


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eSign

Our digital signature solution enables paperless fulfilment of requests, reduces carbon footprint and improves on time taken to service customers.

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Cash Management Services

Ensure efficient working capital cycle and best use of cash or liquid resources via our cash management requirements.

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KPrivate=

An SMS service with a dedicated customer care that ensures a call back to you within 30 minutes. Just SMS KPRIVATE to 5676788.


 

& Available on select services.

@Asset Register is a tool to prepare consolidated statement of all your assets at one place for your convenience. The information appearing on asset register will be as provided / entered by the client/s. This does not constitute any legal, tax or accounting advice either by Kotak Mahindra Bank or any of its group companies (“Kotak”). Kotak does not provide any assurance, representation, warranty or confirmation or any kind, express or implied, in relation to the Asset Register platform. Any usage of Asset Register tool or reliance placed on the contents of the Assets Register tool is at the sole risk of the customer.

@@ Smart Will is just a tool to facilitate the customer to prepare a will for transmission of wealth to their heirs as a matter of succession planning. This does not constitute any legal or tax advice either by Kotak Mahindra Bank or any of its group companies (“Kotak”). Kotak does not provide any assurance, representation, warranty or confirmation or any kind, express or implied, in relation to the Smart Will platform and/or the services including the contents, information etc., which is available on the Smart Will platform. Appropriate legal and taxation advice should be sought by the customers before finalising their Will as a legal document for succession. Any usage of Smart Will platform or reliance placed on the contents of the Smart Will platform is at the sole risk of the Customer.

&&For resident individual customers.

=Available on bank working days between 10 am to 4 pm.

Contact us

Get in touch with our team of experts to explore our products and services.

Email us for grievances to:
feedback.private@kotak.com

Other queries:
info.private@kotak.com

Toll Free Number
1800 266 6666

Private Banking Hotline Number
022 6204 2100