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Investment Products

Who can invest in smallcases? Who can avail smallcases?

Smallcases are available to all customers with an Online account with Kotak Neo, including NRIs. Kotak Neo customers can also access smallcases through the Neo platform.

Customers who have an Offline account with Kotak Neo will be unable to subscribe to smallcases. If you are an Offline customer and want to use Smallcase, you must first convert your account to an Online account, which you can do by contacting your RM.

Additionally if you wish to convert your account from offline to online, call at our toll free number 1800-219-9191 from your registered mobile number. You can also place a request via our Chat service on WhatsApp- 77389 88888, or email to service.securities@kotak.com Alternatively, contact your Relationship Manager or visit your nearest Kotak Neo Branch.

Smallcases from the manager Abakkus Investment Advisors are not available for NRI customers from US, Canada, UK and Singapore

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Still have questions?

Can we check the status of the SIP on the day of SIP execution?

When I exit my smallcase, does it just sell my existing investments, or does it also cancel my ongoing SIP?

Where should I keep my funds for smallcase investment?

What happens if I sell my smallcase holdings from my portfolio under the Investment tab?

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