Kotak Wealth is an exclusive app for the private banking clients of Kotak Mahindra Bank. It provides clients access to their investment portfolio anytime, anywhere.
The App provides a consolidated view of the portfolio and gives access to:
- Dashboard: A snapshot of investment portfolio
- Performance: Summary of portfolio performance vs benchmark in different time periods
- Holdings: Detailed holdings with returns
- Other reports: Transactions, Corporate Actions and Realised Gain/loss; all just a few clicks away