What sets us apart
Competence
- Opportunity to leverage and benefit from the collective experience and expertise, aross 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
External Think Tanks
Market Intelligence
Product Approval Committee
Investment Selection Oversight
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 through Kotak Securities
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.
