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Kotak Mutual Fund’s new e-platform offers customised solutions

‘Let’s Plan with Kotak’ is designed to engage with and give consumers personal solutions. It helps investors to calculate their goals and choose a mutual fund scheme catering to their needs

Click on the image to watch the TVC.

Kotak Asset Management Company (Kotak Mutual Fund) has launched ‘Let’s Plan with Kotak’ — a goal-based investment e-solution platform. The DIY (Do-It-Yourself) mobile-first application offers in-depth information on Kotak Mutual Fund’s suite of investment products to consumers.

The e-solution platform is designed to connect, engage with and inform consumers about customised solutions. The platform aids prospective investors to calculate their investment goals and choose a mutual fund scheme catering to their needs.

Nilesh Shah, Managing Director, Kotak Mutual Fund, said, “Goal-driven investing pulls people out of the investment inertia. ‘Let’s Plan with Kotak’ helps consumers find customised goal-driven investment options – on their mobile handsets anywhere and anytime. Our unique e-solution is research-backed and technology-led one-stop investment shop, which is available to existing as well as prospective investors. It offers research-led advice to suit each investor on the basis of their age, income, aspirations among other factors. We are confident ‘Let’s Plan with Kotak’ will play a positive role in enabling Indians to wisely invest to achieve their life goals.”

Ankur Pujari and Kiran Khadke, Co-Founders, Hyper Connect said, “We believe in standing true to our name Hyper Connect, which is also our guiding philosophy. ‘Let’s Plan with Kotak’ is a brilliant platform to create solutions for the hyper-connected world that is engaging and results driven. Both the client and agency teams are extremely passionate about this insight-driven programme. It takes a step further to engage customers from different walks of life through interactive content, engaging calculators and ROI-driven call to action.”

The campaign showcases people from diverse backgrounds — all aspiring to pursue various life goals such as travel, start a business, switch profession and thinking about securing the future of their kids. Each clip concludes with ‘All your dreams need a plan’ – thereby reinstating the value proposition of “Let’s Plan with Kotak”. 

The Videos:

Sohail wants to revisit his passion of pursuing his 'Rap' career:

Tanvi wants to start her venture without a plan. Is it possible?

Pavan plans to travel all the time but doesn't know how to achieve it financially:

Bindia loves her child, but doesn't know how to plan for his future:

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