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Welcome to Kotak Alternate Asset Managers Limited

Kotak Group has been a pioneer in offering market leading solutions in the investment advisory space. Advisory and asset allocation was introduced by Kotak Mahindra Bank Limited in 2008, to meet the customised needs of Wealth Management clients. After March 2019, these services are being offered by Kotak Alternate Asset Managers Limited (KAAML).

As a SEBI registered investment advisor, KAAML prides itself on providing advice that is tailored to meet the needs of investors, and revolves around financial planning and asset allocation.

We continue to add value and professionally advice on client's wealth and investment portfolios through multiple models.

Our Advisory Process

Investment Policy Statement (IPS) Formation
Building Blocks
  • Risk Profiling
  • Exposure Limits
  • Product Restrictions
Scope of Advisor
  • Define IPS
  • Formalise an Investment Committee
Asset Allocation Decisions
Building Blocks
  • Strategic asset allocation (equity/debt/alternate allocations)
  • Tactical asset allocation (market-based)
Scope of Advisor
  • Recommend allocation in accordance with the IPS
Portfolio Buildup
Building Blocks
  • Suitable and appropriate products
Scope of Advisor
  • Evaluate all investment options and give recommendations basis suitability as per the IPS
Portfolio Monitoring
Building Blocks
  • Periodic Review
  • Monitor strategic and tactical allocation
Scope of Advisor
  • Rebalance and take corrective measures
Optional: Aggregation and monitoring across multiple investment advisors
Building Blocks
  • Aggregation of client portfolios across multiple advisors
Scope of Advisor
  • 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

What sets us apart?

Open architecture

Access to investment products by various managers and issuers, without any undue focus on in-house ideas.

Institutional assessment

Backed by strong research expertise and institutional overlay on tactical calls, advice remains focused and Kotak quality is assured.

Asset-oriented approach

A strong belief in eliminating conflict of interest between the advisor and the investor, which is evidenced by a transparent fee structure.

Simplified investing

Clear, frequent and transparent communications like daily market updates, monthly investment strategy reports, portfolio reviews, regular updates from fund managers and industry experts.

Disclosure:

With respect to compliance with Annual compliance audit requirement under Regulation 19(3) of SECURITIES AND EXCHANGE BOARD OF INDIA (INVESTMENT ADVISERS) REGULATIONS, 2013 for last and current financial year are as under

Sr.No Financial Year Compliance Audit Status Remarks, If any
1 2020-2021 Completed Report submitted to SEBI on 27th Jan 22
2 2021-2022 Completed Report submitted to SEBI on 29th Sept 22
3 2022-2023 Completed Report submitted to SEBI on 27th Sept 23
4 2023-2024 Completed Report submitted to SEBI on 25th Sept 24

Contact us:

Advisory solutions are designed after working with you to identify your unique situation, define your investment objectives and develop a strategy to achieve these. Your investment advisor works with you to monitor your portfolio on an ongoing basis and align your investments towards your goals. Reach out for more details on [email protected]

Disclaimer:

1. Investment in Securities market are subject to market risks. Read all the related documents carefully before investing.

2. Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

Name of Investment Adviser

Kotak Alternate Asset Managers Limited

Type of Registration

Non-Individual

SEBI Registration Number
BASL Registration Number
U.S. Securities and Exchange Commission (SEC) Registration Number

INA000012519
BASL1767
CRD # 317952/SEC#: 801-127639

Validity of Registration

Perpetual

CIN

U65990MH1994PLC077472

Registered Office Address


7th Floor, 27, BKC, Plot No C-27, G-block, Bandra Kurla Complex, Bandra (East), Mumbai – 400 051

Contact Person & Contact Details
of Investment Adviser


Mukund Raichur
022-4336 0000 / 0701
022-6166 0001/ 2

Contact Person & Contact Details of
Principal Officer


Rajeev Saptarshi
022-4336 0000 / 0701
022-6166 0001/ 2

Email ID of Principal Officer

[email protected]

Name and Contact Details of Compliance Officer


Mr. Devang Salian
022- 6166 0001/ 2

Email ID of Compliance Officer

[email protected]

SEBI Regional Office/ Local Office
Address

Securities and Exchange Board of India (SEBI) SEBI Bhavan, Plot No. C4-A, “G’ Block, Bandra Kurla Complex, Bandra (East), Mumbai – 400 051

Grievance Redressal / Escalation Matrix

Details of designation Contact Person Name Address where the physical address location Contact No. Email-ID
Customer Care Ms. Rahila Shaikh Kotak Infiniti, 7th Floor, Zone I, Building No. 21,

Infinity Park,Off Western Express Highway, General AK Vaidya Marg,

Malad East, Mumbai – 400097		 022 – 66056981 [email protected]
Head of Customer Care Mr. Manoj Prajapati Kotak Infiniti, 7th Floor, Zone I, Building No. 21,

Infinity Park, Off Western Express Highway, General AK Vaidya Marg,

Malad East, Mumbai – 400097		 022 – 66055636 [email protected]
Compliance Officer Mr. Devang Salian 7th Floor, 27, BKC, Plot No C-27, G-block, Bandra Kurla Complex,

Bandra East, Mumbai – 40005		 022- 6166 0001/ 2 [email protected]
CEO Ms. Lakshmi Iyer 7th Floor, 27, BKC, Plot No C-27, G-block, Bandra Kurla Complex,

Bandra East, Mumbai – 40005		 022-4336 0000 / 0701, 022-6166 0001/ 2 [email protected]
Principal Officer Mr. Rajeev Saptarshi 7th Floor, 27, BKC, Plot No C-27, G-block, Bandra Kurla Complex,

Bandra East, Mumbai – 40005		 022-4336 0000 / 0701, 022-6166 0001/ 2 [email protected]

To read the Investor Charter, please click here. For any grievance/complaint, please write to us at [email protected]. For details of the complaint status, please click here.
For escalation of complaints to SEBI, you may access SEBI SCORES platform here.

Introducing

Selekt

An Investment Advisor-led, personalized solution by Kotak Investment Advisory
that leverages technology to deliver a complete investment experience.

Why opt for Selekt?

Institutional Process

  • Backed by strong research expertise and institutional overlay on tactical calls, advice remains focused and Kotak quality is assured.
  • Access to investment products by various managers and issuers, without any undue focus on in-house ideas.

Integrated portfolio approach

  • Customised to suit your Risk Profile and Investment Objectives
  • Comprehensive investments across asset classes
  • Curated products across Mutual Funds, Direct Stocks, Bonds, Structured Products, PMS, AIFs and more

Professional investment advisors

  • An Advisor from a pool of Investment Advisors will closely work with you in building a portfolio that is personalised to 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

  • 24×7 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…

Transparent pricing

  • Zero commissions We do not earn any commissions from the product manufacturers. We work in your best interest and therefore, only recommend products that align with your needs and goals

All of the above, backed by the Trust, Expertise and Ethics of the Kotak Group.

Speak to your Relationship Manager now. Or Contact us at [email protected]

Disclaimer:

1. Investment in Securities market are subject to market risks. Read all the related documents carefully before investing.

2. Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

Name of Investment Adviser Kotak Alternate Asset Managers Limited
Type of Registration Non-Individual
SEBI Registration Number
BASL Registration Number
U.S. Securities and Exchange Commission (SEC) Registration Number		 INA000012519
BASL1767
CRD # 317952/SEC#: 801-127639
Validity of Registration Perpetual
CIN U65990MH1994PLC077472
Registered Office Address 7th Floor, 27, BKC, Plot No C-27, G-block,
Bandra Kurla Complex, Bandra
East, Mumbai – 400051
Name and Contact Details of Principal Officer / Key Investment Adviser Mr. Mukund Raichur
022-4336 0000 / 0701
022-6166 0001/ 2
Email ID of Principal Officer / Key Investment Adviser [email protected]
Name and Contact Details of Compliance Officer Mr. Sanjay Mitra
022- 62185307
Email ID of Compliance Officer [email protected]
SEBI Regional Office/ Local Office Address Securities and Exchange Board of India (SEBI)
SEBI Bhavan, Plot No. C4-A, “G’ Block, Bandra Kurla Complex, Bandra (East),
Mumbai – 400 05
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