A study on customer behaviour, Satisfaction and attitude towards investment options at kotak security, Nagpur

Abstract

Understanding customer behaviour, satisfaction, and attitudes toward investment options is vital for financial institutions aiming to enhance customer retention and foster growth. This study explores the factors influencing customer decisions at Kotak Securities in Nagpur, focusing on key aspects such as investment preferences, risk tolerance, and service satisfaction. Data was collected through a structured survey administered to a diverse group of customers, examining how demographic factors like age, income, and financial knowledge shape investment choices. The analysis reveals patterns in customer expectations, with preferences varying significantly across customer segments. Notably, the research highlights the role of personalized advice and digital platforms in improving overall satisfaction. The findings underscore the importance of aligning investment products with customer needs while addressing challenges like risk aversion and knowledge gaps. By leveraging customer insights, Kotak Securities can refine its strategies to foster a client-centric approach, promoting trust and long-term engagement. This study provides valuable recommendations for enhancing customer experience, optimizing investment options, and strengthening competitive advantage in a dynamic financial market.