Let’s make this a powerful movement

Manish Mehta

National Head of Sales & Marketing

Kotak MF


I am happy to share with you the launch of an exciting new initiative from Kotak Mutual Fund: ‘Let’s PlanWith Kotak’ ( Each one of us have various dreams and aspirations. The younger generation wants more out of life, wants more meaning and purpose to what they do. Yet, most of them often fail to take the first important step towards achieving their dreams – to have a financial plan that puts them on the road to achieving their goals.

Financial freedom has attained a whole new meaning. Today it’s no longer about having enough money to retire comfortably. It is about having enough and more money to help you chase your dreams and pursue your interests in life. ‘Let’s Plan With Kotak’ is an effort to encourage your investors to take that important first step towards attaining true financial freedom, which will help them realize their dreams and aspirations.

Here are a few thought-provoking short videos that address the concern:

1. Sohail wants to revisit his passion of pursuing his 'Rap' career

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

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

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

There can be nothing more fulfilling for an advisor than to help investors achieve financial freedom and we ask all of you to embrace the same.

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