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Simplify, Amplify, Secure:
Enjoy the kotak discretionary advantage

Leave the worries of wealth creation behind with Kotak Discretionary Solutions, where precision, transparency, and strategic sophistication transform your wealth management experience. Leveraging our in-depth understanding of the Indian market, we redefine investing with dynamic and impactful comprehensive solutions. Driven by our commitment to excellence, integrity, and ethical practices, we embark on this journey with you, ensuring a partnership that paves the way for your financial success.

Investing made easy, Dreams made possible

Our portfolio-centric strategy at Kotak Discretionary Portfolio Solutions is a game-changer. It amplifies performance, fortifies risk mitigation, and guarantees transparency. Our ethos, rooted in Kotak's foundational values, combines performance orientation with transparent pricing and scale leverage.

This potent synergy aims to craft a comprehensive portfolio solution tailored to exceed your wealth creation ambitions. By prioritizing your convenience and fostering a relationship based on trust, we set the stage for shared success.

Think of us as your personal investment office. We manage your portfolio meticulously, mitigating potential opportunity losses with agility and precision. With our expertise, you can focus on what truly matters to you, knowing that we're taking care of your investments.

Capabilities built to maximize opportunities

At Kotak Discretionary Portfolio Solutions, we transcend the limitations of traditional investment management. Every decision and strategy is expertly crafted, drawing upon the collective wisdom of the best investment minds in the country. We invite you to embark on a transformative investment management experience where exceeding your expectations is our commitment.

Our expertise at a glance

Our insightful research is at the core of our process, a commitment that empowers us to make well-informed decisions, navigating through market ups and downs with you in mind. Our approach is defined by careful, institutional-grade investing while keeping your convenience at the heart of everything we do

Guided by the strategic insights of our Institutional Think Tank, we dynamically manage your portfolio to adapt to market volatility. We are committed to maintaining a balanced investment environment by continuously monitoring and realigning asset class weights and refining our investment strategy for sustained growth.

Our expertise in executing Alignment of interests is unparalleled. By integrating advanced asset allocation, thorough fund-manager selection, and rigorous investment policy guidelines, we set a new standard in investment management. This strategic execution ensures a robust portfolio that reflects your aspirations.

At the core of Kotak Discretionary Solutions is our Review Committee's oversight, which acts as the guiding principle for our investment strategies. Comprising the best minds in the business, their comprehensive outlook provides the necessary guardrails, ensuring a disciplined and focused investment strategy.

Our Solutions

Matching Your Ambitions to Our Strategies

we empower you to choose a solution that aligns with your investment objectives. At Kotak Discretionary Portfolio Solutions, we empower you to construct a portfolio that aligns perfectly with your aspirations. We at Kotak Discretionary Solutions offer various multi-asset and single-asset class solutions delivered through our flagship funds - Optimus and Iconic.

Kotak optimus

What it offers

Multi-asset, multi-strategy complete portfolio solution

Minimum Ticket size:

1 crore INR

Type of instrument

Cat III AIF

Types of investments

Listed equity shares, fixed income securities, REITs, InvITs

Kotak iconic

What it offers

Multi-strategy complete equity portfolio solution

Minimum ticket size:

1 crore INR

Type of instrument

Cat III AIF

Types of investments

Listed equity shares

For more details or in case of any grievances, please reach out to us at [email protected]. You can access grievance-redressal policy here.

Click here for CAT III Benchmark Report : 30th September 2023, 31st March 2024

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