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Disclaimer
I understand and agree that the relationship value constitutes combined holdings at a family level with Kotak Mahindra Bank and includes the total balances across Current, Savings accounts, Term Deposits, mutual fund holdings, life insurance premiums paid (of Kotak Life Insurance through Kotak Mahindra Bank Ltd.), 30% of any sanctioned loans (including Kotak Bank - Home Loans and / or Loans Against Property and / or Working Capital, with at least one disbursement in that sanctioned loan), 30% of Demat holdings with Kotak Securities linked to Kotak Mahindra Bank account.
*Current Account with Cash Management Services (CMS), POS, trade and forex solutions, and tax payment.