Our Advisory Process
- Risk Profiling
- Exposure Limits
- Product Restrictions
- Define IPS
- Formalise an Investment Committee
- Strategic asset allocation (equity/debt/alternate allocations)
- Tactical asset allocation (market-based)
- Recommend allocation in accordance with the IPS
- Suitable and appropriate products
- Evaluate all investment options and give recommendations basis suitability as per the IPS
- Periodic Review
- Monitor strategic and tactical allocation
- Rebalance and take corrective measures
- Aggregation of client portfolios across multiple advisors
- Aggregation of portfolio & exposure analysis at a holistic level vs. the IPS
- Apply strategic and tactical asset allocation, mindful of overall allocation
- Review of consolidated portfolio across multiple investment advisors
Our USP
Knowledge and Competence
- Natural Synergy
with Bank, Asset Management, Institutional Equities and the Investment Banking Business - Advisory Prowess
Institutionalised advice across asset classes, constant focus on meeting investment objectives - Asset Level Think Tanks
with internal and external members - Thought Leaders
Roll down strategies, factor investing, ESG framework
Sound Investment Framework
- Customised Investment Advice/Plan
basis risk profile and Investment Policy Statement (IPS) - Disciplined Advisory Approach
aligned to our institutional calls - Regular Reviews
Periodic portfolio review process - Maintenance of Records
of all investment decisions
Transparency and Alignment
- Transparent Fee Model
Elimination of product commission - Alignment of Interest
Portfolio aligned to the investment objectives & asset allocation as defined in the client's IPS
Introducing
Selekt
A solution by Kotak Investment Advisory that seeks to enrich your investment journey with the efficiency of technology, personalised by human touch.
Why opt for Selekt?
- Institutional Process
- Integrated Portfolio Approach
- Transparent Pricing
- Professional Investment Advisors
- State-of-the-art Platform
Institutional Process
-
Natural Synergy with Bank, Asset Management, Institutional Equities and Investment Banking Business
-
Asset Level Think Tanks with internal and external members
-
Thought Leaders Roll down strategies, factor investing, ESG framework
Integrated Portfolio Approach
-
Customised to suit you Risk Profile and Investment Objectives
-
Comprehensive investments across asset classes
-
Curated products across Mutual Funds, Direct Stocks, Bonds, Structured Products, PMS, AIF’s and more
Transparent Pricing
-
Zero commissions We work in your best interest and therefore, only recommend products that align with your needs and goals
Professional Investment Advisors
-
An Advisor from a pool of Investment Advisors will closely work with you in building a portfolio that is personalised your investment needs
-
Regular monitoring, updates and reviews An Advisor will jointly review your portfolio with you over a video call on a quarterly basis and suggest required changes
State-of-the-art Platform
-
24x7 access to your investment portfolio with class-leading features such as
-
Family level view
-
Recommendations & rebalancing journeys
-
Portfolio statements
-
Access to our in-house views and the best market research
-
Secure inbox for all your written communication with an Advisor and much more…
Please Note: We offer investment services through Kotak Private Banking, housed in Kotak Mahindra Bank Limited and investment advisory services through Kotak Alternate Asset Managers Ltd.
