Give your financial services a digital edge
With India's highly-rated multi-asset wealth management platform
With ready-to-deploy web and mobile applications, FundExpert is a quick way to bring your financial services online and allow your clients to invest online without ever signing a piece of paper.
Benefits of Partnering with us
Unlock the power of financial expertise and cutting-edge technology with FundExpert
Portfolio reporting and insights
Gain valuable insights into your investment portfolio with comprehensive reporting tools, empowering you to make informed financial decisions.
Transact in multiple assets
Seamlessly invest in a diverse range of financial assets, from stocks and bonds to mutual funds and more, all in one convenient platform.
Paperless customer onboarding
Experience a hassle-free onboarding process with our seamless digital platform, eliminating the need for cumbersome paperwork and saving you valuable time.
Automated data sync up
Enjoy the convenience of automatic data synchronization; ensuring your investment information is always up to date and readily accessible.
Complete operational support
Operational support to help users navigate any issues or challenges that may arise, ensuring a smooth and hassle-free investment experience.
Access to research material by Kotak Securities
Stay ahead of the game with exclusive access to research materials provided by Kotak Securities, empowering you with valuable market insights and analysis.
Your one-stop destination for financial solutions
Simplify your financial journey with everything under one umbrella
The Kotak Advantage
Banker-broker firm
Trusted by 3.8M+ customers
Financially strong, well-capitalized group
PAN India presence − Branches + partners
Trusted by 4000+ MFD's
Attractive brokerage rates
Financial Tools
Goal
Planning
SIP/EMI
Calculator
Insurance
calculator
Many
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Goal
Planning
SIP/EMI
Calculator