Saumalyo PPT On Kotak Securites

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Company

Profile

KOTAK SECURITES
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3 Objective 8 Products and services

4 Introduction 9 Competitors of the company

5 Company profile 10 Activities on day of visit

6 Achievements of the company 11 Sessions organized by the company

7 Key people of the Company Analysis and the out comes of the
13
visit
About the
Company
Established in 1994 under the umbrella of
Kotak Mahindra Bank, Kotak Securities
swiftly emerged as a leading player in India's
stock broking landscape.
Through platforms like the Kotak Stock Trader
app and its user-friendly website, the company
has redefined the trading experience, ensuring
seamless transactions for its clientele.
Our Mission and Vision
Briefly elaborate on what you want to discuss.

Mission Vision

Kotak Securities is dedicated to offering The Most Trusted Financial Services


cutting-edge financial solutions that Company .We will create an ethos of trust
enable clients to realize their investment Across all our constituents.
objectives
Our Milestones
Briefly elaborate on what you want to discuss.

2021
Best Private Bank, 2024
2022 2023
India at Euromoney Best for Wealth
Outstanding Marketing
Private Banking and Best Private Bank for
Initiative of the Year, Transfer/Succession
Wealth Management Entrepreneurs – Global at
ETBFSI Exceller Awards Planning India, Asiamoney
Survey, 2021 Global Finance's Private
2023 Private Banking Award
Bank Awards 2022
2023
Our Mr. Jaideep Hansraj

Management Managing director

Mr. Prateek Gupta


Team Whole time Director

Mr. Sanjeev Prasad


Co-Head KIA

Mr. Shripal Shah


Chief operating officer
Our Offered Services
Heads and Subheads

Equity, Derivatives, Currency Derivatives

IPO’s , Bonds & Debentures , PMS

Depositary services,

Research report, Online trading platform


Competitors of • ICICI Securities
Kotak Securities • Angel Broking
• HDFC
Securities
• Share Khan
• Axis Direct
Importance of transparency

Investor Confidence

Informed decision making

Market efficiency and prevention of Fraud

Regulatory oversight and Investors protection

Market stability
How asset 1 Understanding clint needs and objectives

management
company works 2 Crafting diversified portfolios

3 Conducting through investment research

4 Mitigating investment risk

5 Continuous portfolio oversight and management

6 Transparent Clint communication

7. Adhering to regulatory standards


Outcomes of this Visit

-Enhanced understanding of financial markets and investment strategies.


- Insight into the operations and functions of a leading financial securities company.
- Exposure to real-world applications of finance theories and concepts.
- Networking opportunities with industry professionals and experts.
- Practical knowledge gained through interactions with employees and management.
- Awareness of industry trends, technological advancements, and regulatory compliance.
- Appreciation for the importance of risk management and ethical practices in finance.
- Inspiration and motivation to pursue a career in the financial services industry.
- Application of theoretical knowledge in real-world scenarios, bridging the gap between academia and industry.
- Overall enrichment of skills, knowledge, and professional development in the field of finance.

.
THANK YOU

SAUMALYO SINHAROY

ROLL: VU/PG/503/23/09/04-15 NO: 0649

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