wealth preservation & growth

While we invest time and efforts in growing and preserving your wealth,
you can invest yours in living your purpose.

What sets us apart

Competence

  • Opportunity to leverage and benefit from the collective experience and expertise, across all asset classes at Kotak Group
  • Won numerous awards in the Private Banking & Wealth Management space over the years, across renowned domestic and international platforms
  • Undertake referral activities with respect to Private Equity, Mergers and Acquisitions etc.
  • Distribute and refer innovative products across asset classes such as
    • Smart beta factor investing
    • ESG principles in investing
    • Venture Debt, REITs and InviTs
    • Multi-Strategy Absolute Return Funds
    • Pre-IPO Funds

Comfort

  • Part of a leading trusted financial conglomerate
  • Promoter reputation & senior management involvement
  • Representations in various external committees and industry bodies
  • Adherence to highest level of governance standards

Conflict

  • Open Architecture: Access to a wide variety of investment product manufacturers on the platform

Our Comprehensive Institutional Investment Process

We endeavor to offer best-in-class product suites with the potential to deliver superior risk-adjusted returns across asset classes. Our experienced product and research team leverages on our institutional prowess and knowledge, to provide well-researched investment solutions through our stringent product selection process.

Equity
  • Mutual Funds including International Feeder Funds
  • Portofilio Management Service (PMS)#
  • NDPMS#
  • Alternative Investment Fund (AIF)#
  • Structured Products#
  • Broking ServicesΔ
Fixed Income
  • Mutual Funds
  • Debt PMS#
  • AIFs# including Structured Credit
  • Bonds#
  • Structured Products#
Alternates
  • Private Equity
  • Venture Capital
  • Venture Debt
  • REITs
  • INVITs
  • Gold ETFs
  • Real Estate Funds
Investment Product Team

Due Diligence and Strategy

Selection (Quantitative and Qualitative Parameters)
External Think Tanks

Market Intelligence

Validation
Product Approval Committee

Investment Selection Oversight

Anti-Selection

Client Portfolio

Risk appropriate & Investment Policy Statement (IPS) compliant portfolio approach

Complete alignment to investment objectives basis risk profile

Portfolio review and monitoring

Leveraging leadership position to deliver best-in-class solutions for Investment requirements

Macro level institutional framework

  • Research and Think Tank format across asset classes
  • Monthly update on asset classes

Product ideation and structuring

  • Being one of the largest players in this space, we provide quicker access to new products and ideas from external managers
  • Exclusivity in distribution and referral services across asset classes

Continuous performance tracking

  • Tracking of current/past offerings
  • Focus on risk-adjusted and tax-efficient strategies

Dynamic product monitoring

  • Continuous monitoring of each asset class and underlying products

Analysis / Releases/ Client engagements

  • Webinars with market experts and leaders in financial and non-financial domain
  • Curated programmes like NexGen Connect, Leading Ladies

# Referral services.

Δ Offered by Kotak Securities

Please Note: We offer investment services by Kotak Private Banking, which is a division of Kotak Mahindra Bank Limited and
investment advisory services by Kotak Investment Advisors Limited.