Archive · 8 Oct 2026
Kotak Securities Rebrands Retail Business as Kotak Neo Wealth Platform
Kotak Securities has given its retail business a new name: Kotak Neo.
The company says the brand will bring trading, research and wealth services together in one place.
The rebrand does not change the legal company or customers’ existing accounts.
It also introduced a wealth service for high-net-worth clients and a programme for distributors.
Kotak Securities says it wants to make it easier for people to use different investment services together.
It reported income of ₹5,461 crore and net profit of ₹1,664 crore for FY25-26.
The company said it has invested over ₹1,000 crore in technology since FY21.
Kotak Neo also offers digital tools, including an AI-powered research assistant called Neome.
Kotak Securities rebranded its customer-facing retail business as Kotak Neo on October 7, 2026.
The new brand brings digital trading, research and relationship-based wealth management together; the legal company, accounts and regulatory framework remain unchanged.
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 income of ₹5,461 crore and net profit of ₹1,664 crore; it said its client base was 67.52 lakh as of June 30, 2026.
The company said it has invested over ₹1,000 crore in technology since FY21; Kotak Neo offers tools including algorithmic trading, stock baskets and an AI-powered research assistant.
- Who
- Kotak Securities Ltd and its customer-facing retail business, Kotak Neo.
- What
- Kotak Securities rebranded its retail business and announced two related offerings: Kotak Neo Private Client Group and Connect Plus by Kotak Neo.
- When
- The rebrand took effect on October 7, 2026.
- Where
- India; the company operates branches across 344 cities.
- Why
- The company said it aims to bring trading, research and wealth-building services together in one ecosystem as investors seek more integrated services.
Company’s rationale
Customer considerations
Bringing services together
Company’s rationale
Kotak Securities says the unified brand aims to bring trading, research and wealth-building services into one ecosystem.
Customer considerations
The articles do not report a customer or industry response to the rebrand; they state that the legal company, existing accounts and regulatory framework remain unchanged.
- New retail brand
- Kotak Neo
- Rebrand effective
- October 7, 2026
- New offerings
- 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
