Kotak Connect Plus - MFD(Beta)

Kotak NEO: Stocks, F&O, Demat, Mutual Funds

About this app

Welcome to Kotak Connect Plus MFD, the ultimate all-in-one platform designed specifically for Mutual Fund Distributors. Backed by India’s leading securities house, this app empowers you to visualize, manage, and scale your financial distribution business right from your smartphone.

Whether you are tracking your overall assets under management, analyzing client portfolios, or initiating new investments, Kotak Connect Plus brings your entire business to your fingertips through a beautifully designed, user-friendly interface.

Key Features:

📊 Your Business Visualized
Get a real-time, bird's-eye view of your success. Instantly track your Total AUM, SIP Book, Lumpsum Investments, and active client base from a clean, intuitive dashboard.

📈 Master Your Metrics
Dive deep into the numbers that matter. View highly detailed AUM and SIP breakdowns across Equity, Debt, and Hybrid allocations. You can even track external portfolios to get a holistic view of your clients' wealth.

🔍 Search Smart Funds
Discover the best investment opportunities for your clients. Use Direct Search or explore our curated Smart Categories to find top-performing mutual funds, compare historical returns, and view in-depth fund details.

🛒 Seamless 'Cart to Client'
Streamline the entire investment process. Add selected mutual funds directly to an Invest Cart and instantly notify your clients to complete the payment securely through their demat account.

💼 Trusted & Secure
Leverage the reliability, expertise, and secure infrastructure of Kotak Securities to provide top-tier, uninterrupted service to your investors.

Take control of your mutual fund distribution business today. Download Kotak Connect Plus MFD and experience a smarter, faster way to manage metrics and grow your clients' wealth!

Member name: Kotak Securities Limited
SEBI Registration Code: INZ000200137
Member Code: NSE: 08081 | BSE: 0673 | MCX :56285 | NCDEX :1261
Registered Exchange/s name: NSE, BSE, MCX, NCDEX
Exchange approved segment/s: Cash, Futures and options, Currency, Commodity.