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?
- State of the art Platform
- Institutional Process
- Integrated Portfolio Approach
- Dedicated Investment Advisors
- Transparent Pricing
State of the art Platform
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24x7 access to your investment portfolio with class-leading features such as:
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Portfolio statements
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Recommendations & rebalancing journeys
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Family & Individual level portfolio view
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Access to our in-house views and insightful market research
Institutional Process
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Natural Synergy with Bank, Asset Management, Institutional Equities and Investment Banking Business
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Asset Level Think Tanks with internal and external members
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Thought Leaders Roll down strategies, factor investing, ESG framework
Integrated Portfolio Approach
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Customised to suit you Risk Profile and Investment Objectives
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Comprehensive investments across asset classes
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Curated products across Mutual Funds, Direct Stocks, Bonds, Structured Products, PMS, AIF’s and more
Dedicated Investment Advisors
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Your dedicated Investment Advisor will closely work with you in building a portfolio that is personalised to your investment needs.
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Regular monitoring, updates and reviews: Your Advisor will jointly review your portfolio on a quarterly basis and suggest required changes.
Transparent Pricing
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Zero commissions We work in your best interest and therefore, only recommend products that align with your needs and goals
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.
