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Kotak Securities Rebrands Retail Business as Kotak Neo Wealth Platform
Kotak Securities has given its retail business a new name: Kotak Neo.
The change brings its trading platform, research and wealth services together under one brand.
The company says customers’ accounts and the legal company are not changing.
It also introduced a service for high-net-worth clients and a programme for distributors.
Kotak Securities says its business and customer base have grown in recent years.
It reported total income of ₹5,461 crore for FY25-26.
The company also said it has spent over ₹1,000 crore on technology since FY21.
It hopes the new brand will make it easier for customers to use different financial services together.
Kotak Securities renamed its retail business Kotak Neo, bringing trading, research and relationship-based wealth management under one customer-facing brand.
The rebrand took effect October 7, 2026, and does not change the legal company, customer accounts or regulatory framework.
The company launched Kotak Neo Private Client Group for high-net-worth individuals and Connect Plus by Kotak Neo for distributors.
Kotak Securities reported FY25-26 standalone total income of ₹5,461 crore and net profit of ₹1,664 crore.
Its client base reached 67.52 lakh as of June 30, 2026, while the company said it had invested over ₹1,000 crore in technology since FY21.
- Who
- Kotak Securities Ltd, whose retail business is now branded Kotak Neo.
- What
- The company rebranded its retail business and launched two new business lines.
- Where
- India.
- When
- October 7, 2026.
- Why
- The company said the rebrand is intended to bring customers’ trading and wealth-building services together in one ecosystem.
Key facts
- Rebrand effective
- October 7, 2026
- New retail brand
- Kotak Neo
- New business lines
- Kotak Neo Private Client Group and Connect Plus by Kotak Neo
- FY25-26 standalone total income
- ₹5,461 crore
- FY25-26 net profit
- ₹1,664 crore
- Client base
- 67.52 lakh as of June 30, 2026
- Technology investment
- Over ₹1,000 crore since FY21
- Network
- 148 branches across 344 cities
Sources
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