Kotak Cherry - Wealth Advisory

"Cherry by Kotak is a platform that provides expert, goal-based investment advice. It is an intuitive tool backed by Kotak’s elite squad of investment advisors who have managed investments for India’s wealthiest. So you get the same guidance on when, where, and how much to invest — making it all as easy as Cherry pie! So, why take a bite of Cherry? Expert advice Our experts guide you to do more with your money. Save up for your own home, a new car, that luxurious holiday, create an emergency fund, or create a start-up fund! Spell out your dream and we’ll help get you there with our Cherry-picked recommendations! One place for all your investments Cherry offers advisory on Direct Mutual Funds and Stock baskets and assists in seamless execution across Direct Mutual Funds (zero commission), Stocks, ETFs (Exchange Traded Funds – Gold, Index Funds, etc.), Bonds (Gold, other listed bonds), NPS (National Pension System), Deposits, and Savings Account. So, you can save, invest and also track your money, all on a single app Cherry-picked investments at your fingertips The hottest investment combos at your disposal. Choose from ready-made baskets to make investing quick and simple. Get recommendations on Mutual Funds and Stocks, as well as assistance on execution of NPS. Invest the amount you like and leave the heavy-lifting to the experts. No sweat! Cherry’s Stock Mix Cherry offers a combination of stocks that are handpicked by experts. You can find some curated baskets on Cherry or create your own baskets. Know when to hold, buy, or sell If the portfolio deviates or when it’s time for periodic tweaking, Cherry’s advisory will alert you. Manage your existing investments Invested elsewhere? We got your back! Simply upload your Consolidated Account Statement (CAS) onto Cherry and get advice on which investments (MF & Stock) you should hold or sell. Cherry also tells you which investments carry a commission. Genuine advice, zero bias Why pay extra? We offer commission-free Direct Mutual Funds that ensure better returns than the ones purchased from a distributor. This keeps us unbiased. Newbie friendly Cherry is a great place for new investors to learn while you start investing. Easy navigation, news and insights, all jargon free — a complete Do-It-Yourself platform where you call the shots. And if a question pops up in your mind, simply ask Cherry. Grow your investment IQ! Experienced investor? Awesome! Use all that knowledge here. Upload your other Mutual Fund investments, track them and get our advice on those, too. Yup, we’re good like that! Smart dashboards Cherry’s powerful dashboard shows your overall net-worth across investments. Easy for new investors to navigate and expands as you grow to a pro investor. Built by the brand India trusts Cherry has grown out of the seed of simplicity, learning and transparency. Sound Technology Cherry is full of cool tools, a smooth interface and powered by state-of-the-art software. Your account safety, before all else. Visit www.kotakcherry.com for more details."