What is Kotak Connect Plus

 Kotak Connect is a cutting-edge, multi-asset platform that serves as a one-stop-shop for a

variety of financial services.
 Leveraging advanced technology, the platform offers real-time market data and insights,
enabling users to make informed decisions.
 Additionally, Kotak Connect offers attractive brokerage rates to its partners, making it an
attractive option partners.
 Whether you are a seasoned pro or just starting out, Kotak Connect has everything you need to
take your investment portfolio to the next level.
 Features:
o Single platforms for all products
o Customer centric approach
o Digital account opening
o Consolidated Portfolio Statement

 Products
1. Mutual Funds
2. Equity Broking
3. Insurance
4. Fixed Deposit
5. Bonds
6. NCDs
7. SGB/ NPS
8. PMS / AIF
9. smallcase
10. Credit Cards
11. Loans
12. Will making

Partner Profiling

 What is the age group of the target audience?

o 25-50 year olds

 What do they do as a profession - Job/Business

o Anyone who know this business and can articulate the benefits of MF and investing, has
a network, good with people can get into Mutual Fund Distribution.
o They can be freelancers who also do MF D or they can be a full time MFD’s. For
example, a Loan DSA can distribute mutual funds as well, insurance agents, CA’s, ex-
banker, etc.

 Give us 5 audience profile.

i. A 50+ old ex banker who know the nuances of financial services and wants to get into
MF distribution
 ii. A 25+ old MBA / Graduate out of the college who wants to leverage his network and
become an entrepreneur.
iii. A 35+ old Employee turned Entrepreneur who worked in Financial Services / Banks
wants to open his own shop.
iv. A 40 + old LIC agent who wants to distribute MF along with other products
v. A CA who is interested to service his clientele on MF investments.

 What are their qualification/education?

o Class 12 & above

 How do they come to know about us?

o Industry sources, AMC’s, word of mouth through other distributors, Need for tech and
sophistication (search), SM.

 Before signing up , what are the three questions do they ask us ?

o Features, Ease of platform, customization, tech, look and feel, cost

 What are their three barriers/ concerns stated by our prospects/leads who did not sign up with
us?
o No barriers. (We are extremely competitive and provide some of the best USP’s that this
industry can offer. We have a great product.
o Concerns can be random like some features that competition offers may not be there
with us or some of the reports being presented differently. It is like choosing a brand.
Everyone cannot have all the features.

 Our USP
o Seamless Transaction facility both to the IFA and End User.
o End to End Customization – We can do anything and everything the IFA needs us to
customize.
o Personalized app link and web link even at base plan subscription.
o TPP Product Integration along with transaction facility for most of the products.
o Backed by / affiliated to a large financial conglomerate – nobody in this line of business
have this kind of a brand advantage. This by default elevates our proposition as we are
regulated and data security is of highest order. This can’t be the case with other Fintech
providers.