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.

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Benefits of Partnering with us


Unlock the power of financial expertise and cutting-edge technology with FundExpert

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Portfolio reporting and insights

Gain valuable insights into your investment portfolio with comprehensive reporting tools, empowering you to make informed financial decisions.

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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.

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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.

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Automated data sync up

Enjoy the convenience of automatic data synchronization; ensuring your investment information is always up to date and readily accessible.

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Complete operational support

Operational support to help users navigate any issues or challenges that may arise, ensuring a smooth and hassle-free investment experience.

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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


Bonds
Equity
Mutual Funds
NPS
Smallcase
Make a Will
ITR filing
CG Bonds
Credit cards
Loans
Insurance
FD




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
More



Goal
Planning



SIP/EMI
Calculator



Insurance
calculator

Many
More



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