“The team is knowledgeable about content and design.” — Senior Manager, Marketing, Kotak Securities.
Kotak Neo (formerly Kotak Securities) is a full-service stock broking firm under the Kotak Mahindra Group — one of India’s most trusted financial institutions. With over 51 lakh active clients, a presence across 328 cities, and a platform built for everything from equity trading to mutual funds, Kotak Neo is where serious retail investors go to trade.
Financial content faces a unique problem. The audience is highly interested but equally skeptical. Market commentary is everywhere, making it difficult for any brand to stand out or earn sustained engagement.
Kotak Neo was launching new content IPs on X. The challenge was to build credibility on X while discussing market and sector trends. The content needed to be visually engaging but also backed by solid research and clear storytelling to resonate with investors.
We covered the full content lifecycle for two primary formats on Kotak Neo’s X.
Each was built around developing, emerging, or trending sectors of the Indian economy. Every thread goes through research, narrative structuring, and visual execution before it goes live. The goal here was to take a complex sector story and make it worth reading from start to finish.
Designed to respond to key market events and news moments with crisp, high-signal visual formats. These are built for saves, not just scrolls.
Financial content is difficult to get right. If it’s too technical, people stop reading. If it’s too basic, it loses credibility. We focused on the narrow path between the two. Our goal was to create content that was informative, easy to understand, and genuinely useful to investors.
Research came first. Every thread started with research. We looked at sector trends, company developments, market data, and industry context before shaping the story. This helped us create content that went beyond reporting the news and instead explained what was happening and why it mattered.
Also, a thread only works if the first tweet makes someone want the second one. We built opening hooks around the tension or surprise in each sector story around what the reader would actually want to know.
Our infographics were built to simplify important market developments and sector insights into a format that investors could quickly understand. We focus on creating content people would want to save and revisit later.
Each month, we delivered six research-backed threads along with timely market infographics.
Maintaining the same level of research, storytelling, design quality, and delivery timelines across every piece of content was a key part of the engagement. As the Kotak Neo team noted, punctuality was one of our strengths, and we ensured every deliverable was shared on schedule.
“We’ve seen a significant increase in the threads and infographics saves.”
— Senior Manager, Marketing, Kotak Neo
More importantly, the content achieved what it was designed to do: make complex market and sector developments easier to understand while encouraging investors to return to the content later.
Want content that builds trust in a low-trust environment? Let’s talk.
Views on the best-performing X thread
Views across multiple sector-focused threads
Views on a single market-event infographic
A platform built for everything from equity trading to mutual funds, Kotak Neo is where serious retail investors go to trade.
