Kotak Securities Rebrands Retail Business As Kotak Neo, Bets On Tech And New-Age Investors

In a BTTV interaction with Aastha Chopra, ShriPal Shah, MD & CEO, Kotak Securities, discusses the company’s rebranding of its retail business as Kotak Neo and its strategy for the next phase of growth. Shah says the new brand brings pricing, digital experience, research, wealth solutions and human support under one umbrella. He highlights the sharp rise in Kotak Securities’ market share across segments, including derivatives and commodities, amid growing investor diversification. Shah also says technology investment will remain a key focus, with AI and automation expected to drive greater efficiency and improve customer experience. With 67% of new clients coming from Tier 2 and Tier 3 cities, he expects smaller cities and younger investors to remain important growth drivers.