Case study

# How Kotak Securities rebuilt for speed, scale, and full platform ownership

 

 

 



 ![How Kotak Securities rebuilt for speed, scale, and full platform ownership](/sites/default/files/remediation-media/6a33e1197f4d8b366bab6f09_Dynamic_Financial_Market_Display_Board__1_.png)

Industry

Finance, stock broking

 

Location

Mumbai, India

 

Engagement

3 Year

 

 

 

 

 



 ![How Kotak Securities rebuilt for speed, scale, and full platform ownership](/sites/default/files/remediation-media/6985d8a3fbbd685a9c8ba904_CopyPasta_1770290733510.png) 

Focus

Full platform ownership, a system the internal team runs at the pace of the market.

 

Services

Progressive rebuild

Design System

Cloud Infrastructure Migration

IPO publishing workflow

Search-optimised content system

 

 

 

Kotak Securities, now Kotak Neo, is one of India's largest stock-broking firms, serving retail and institutional investors across the equity, derivatives, and currency markets.

Their public platform is where prospective investors come to learn about products and weigh their options before they invest, and it carries heavy daily traffic.

 It needed to publish faster, carry more content types, and scale with that traffic without going offline. Kotak Securities brought us in to rebuild it with their team and hand them full ownership of the result.



 [Live website](https://www.kotakneo.com) 

 

 

 



 ![Image grid mockup](/sites/default/files/remediation-media/685d539a71f98a548b120854_image_grid_mockup_01__3_.avif) 

 ![Image grid mockup](/sites/default/files/remediation-media/685d539e7d6dced0647b2651_image_grid_mockup_02__5_.avif) 

 ![Image grid mockup](/sites/default/files/remediation-media/685d53a17466606f1f710634_image_grid_mockup_03__5_.avif) 

 ![Image grid mockup](/sites/default/files/remediation-media/685d53a565b9ee103fe53189_image_grid_mockup_04__7_.avif) 

 



 

 

 





## Challenges

To keep up with the pace the business and its audience required, the team needed to publish and update content at velocity and independently.

The site ran across a legacy CMS and a static HTML layer managed through vendor FTP uploads. IPO pages took up to two weeks to go live. Regulatory emailers had to be hardcoded before they could go out, and the stock widget wasn't indexable, so a high-intent feature returned nothing in search.

No shared design system meant inconsistency across years of updates, and the on-premise infrastructure had no room to scale under the load it was already carrying.

  ![Challenges](/sites/default/files/w2c-sections/69a5666bb383283ce0431fc4_69a56110cc11dde07137889d_685d549fe914cf5d1764040d_685d360186e4cb10f578c96d_Frame_2525202147203223.png) 

## Approach

Fixing everything at once wasn't an option. The platform served a large daily audience, so the work went section by section, starting with the constraints that slowed the team most, and each part was handed back to the Kotak Securities team before the next began.

Underneath that was a clear view of the real problem. The team could use the platform, but they couldn't run it without outside help. So every technical choice was made around what the team could own and extend over time. The goal was a platform Kotak Securities controlled completely, not one that created a new dependency.

  ![Approach](/sites/default/files/w2c-sections/69a5666bb383283ce0431fc7_69a56111cc11dde0713788ad_685d54a0e914cf5d17640420_685d363bf2fb166392df0c20_17.png) 

## Solutions

### Reduced vendor dependency

As each section was rebuilt and handed over, the Kotak Securities team took ownership of day-to-day operations. Routine changes that once needed an external vendor moved in-house, so the team controls its own release cycle.

  ![Solutions](/sites/default/files/w2c-sections/69a5666ab383283ce0431fb8_69a56111cc11dde0713788a7_685d54a0e914cf5d1764041d_685d368e744de3de3bc36036_Frame_2525202147203226.png) 

### A shared design system

A shared design system gave both teams one source of truth for every build decision. The internal team can now ship changes and publish content without raising a development request, keeping the site consistent across every update.

  ![A shared design system](/sites/default/files/w2c-sections/69a5666ab383283ce0431fad_69a56110cc11dde0713788a3_685d549fe914cf5d17640410_685d36fbcd619f281cb24c5e_Frame_2525202147203226_252520_2_.png) 

### Cloud infrastructure built for peak load

The on-premise setup was migrated to cloud infrastructure provisioned for the platform's real traffic, with autoscaling and regional failover. It holds performance through market-driven traffic spikes, when investor activity runs highest.

  ![Cloud infrastructure built for peak load](/sites/default/files/w2c-sections/69a5666ab383283ce0431fc0_69a56111cc11dde0713788aa_685d549fe914cf5d17640404_685d373d3d9285b2005302ac_Frame_2525202147203199.png) 

### A search-visible market data module

A custom API module, built around Kotak Securities' content schema, replaced a third-party stock widget that wasn't indexable. It updates in near real time and ranks for high-volume stock and market keywords, turning a high-intent feature into a source of organic traffic.

### A dedicated IPO publishing workflow

IPO content had depended on coordination across internal teams and external vendors, which stretched time-to-publish. A dedicated internal workflow removed that cross-team friction, so IPO pages can go live ahead of the subscription window.

  ![A dedicated IPO publishing workflow](/sites/default/files/w2c-sections/69a5666ab383283ce0431fb0_69a56110cc11dde07137889a_685d549fe914cf5d1764040a_685d376e2dff790bfa3f0a7a_17_252520_1_.png) 

‍

### Modular, index-ready content templates

Investor-facing content moved onto modular templates structured for search indexing and reusable across IPOs, product launches, and investor tools. Pages like brokerage calculators and market explainers are built to capture demand at the moment intent is highest.

  ![Modular, index-ready content templates](/sites/default/files/w2c-sections/69a5666ab383283ce0431fbd_69a56110cc11dde071378893_685d549fe914cf5d17640407_685d37a3d20b1bdf11755a2e_Frame_2525202147203226_252520_3_.png) 

## Outcome

The platform carries over 500,000 visitors a day without latency or downtime, holding through peak market periods.

IPO pages that took up to two weeks to publish now go live in days.

Updates that took days now take hours. Frontend effort is down by over 40% across 18 months.

A feature that returned nothing in search now ranks for high-volume stock keywords and brings in organic traffic the site never captured before.

The team now runs the entire publishing cycle on Strapi and Next.js, with no external vendor in the loop. The same foundation now supports AI-assisted workflows for financial results publishing and multilingual content.

  ![Outcome](/sites/default/files/w2c-sections/69a5666bb383283ce0431fcb_69a56110cc11dde071378897_685d54a0e914cf5d1764041a_685d37d30abe1e25bb0c6e69_15.png) 

 

 

 



The knowledge of the solution architect and dedication of all the developers is very impressive.

 ![Kotak Securities](/sites/default/files/remediation-media/6985d8a3fbbd685a9c8ba904_CopyPasta_1770290733510.png)

Amey W.

VP Marketing, Kotak Securities

 

  

 

 

 

Read the full review on [Clutch](https://clutch.co/profile/qed42)

 

 

 



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  ### How do you rebuild a high-traffic website without taking it offline?

    The established technique is to build the new platform alongside the live one and move it across in sections, routing traffic to each new section only once it's stable, while the existing system keeps serving everything else. Each section is validated in production with a fallback path before the old one is retired, which is what keeps the site continuously available. This is the approach behind Kotak Securities' rebuild: the platform was rebuilt section by section while it stayed live, with each part handed to the internal team before the next began, and it kept serving heavy daily traffic throughout.

 

  

  ### Will a rebuild cost us our search rankings?

    Not when search continuity is planned in. A clean replatform is roughly neutral on rankings; the losses that make headlines come from missing redirects and stripped metadata, not the new platform itself. The safeguards are a one-to-one redirect map from every old URL to its new equivalent, and parity on titles, headings, metadata, and structured data, both finalized and tested before launch. On Kotak Securities' platform, content moved onto modular, index-ready templates, and a market data feature that had returned nothing in search now ranks for high-volume stock keywords and brings in organic traffic the site never captured before.

 

  

  ### How quickly can a team publish time-sensitive content like IPO pages?

    The bottleneck is usually the workflow, not the CMS. When publishing depends on coordination across teams and outside vendors, time-sensitive pages wait in a queue; when the workflow is owned internally, they ship on the team's own schedule. On Kotak Securities' platform, IPO pages that once took up to two weeks to go live now publish in days, because a dedicated internal workflow removed the cross-team handoffs that held releases back.

 

  

  ### Will our team be able to run the platform without depending on the vendor afterward?

    That depends on whether the build is designed for ownership from the start. A platform built on a decoupled content layer, with the team trained on it as each section ships, leaves the team able to publish, restructure, and extend without a development request. Kotak Securities' internal team now runs the full publishing cycle on Strapi and Next.js with no external vendor in the loop, because every technical choice was made around what the team could own and extend over time.

 

  

  ### How do you keep a platform stable during traffic spikes?

    By provisioning cloud infrastructure for real peak load rather than average load, with autoscaling to absorb surges and regional failover for resilience. For a broking platform, the spikes line up with market events, when investor activity runs highest. Kotak Securities' platform holds performance through those periods, carrying heavy daily traffic without latency or downtime.

 

  

 

 

 



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