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The Firm

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The Firm

In the evolving landscape of India's economy, we are the pioneers of change and innovation. Established as the nation's leading Alternate Asset company, Kotak Alternate Asset Managers Limited (KAAML) boasts a distinguished 20-year legacy.

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Alternate Assets

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Alternate Assets

In 2005, to bring about a sharper focus to this business, Kotak Alternate Asset Managers Limited was set up as the Group’s Alternate Assets practice with its first structured third party private equity and real estate funds.

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Investment Advisory

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Investment Advisory

At Kotak Bespoke Investment Advisory, we excel in designing investment strategies closely attuned to the financial aspirations of our discerning clientele.

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News and Insights

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News and Insights

Gain valuable insights into current market trends, investment opportunities, and challenges with our expert perspectives.

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Bespoke
Advisory

A customized advisory proposition with a focus on dedicated advice based on unique objectives, investment styles and tailored solutions.

The investment advisory team based on a risk profiling questionnaire, analyses each investor's risk appetite and tolerance. Optimal recommendations across asset classes are structured as per suitability and appropriateness.

Comprehensive Investment Process

Equity

Portfolio Managers, Direct Equity Advisory, Mutual Funds, Structures etc.

Investment Product Team

Due Diligence and Strategy

Fixed Income

Mutual Funds, Bonds, Structured Products, Customised Solutions etc.

External and Internal Think Tank

Market Intelligence

Alternates

Private Equity, Real Estate, Hedge Fund Strategies, Direct Deals etc.

Product Approval Committee

Investment Selection Guidance

Investment Advisor

Bespoke Advisory

Recommendations are based on combining the science and art of investment analysis, with a dedicated product and research team consisting of domain specialists across products that include Equities, Mutual Funds, Bonds, Structures, PMS, Derivatives etc. With complete alignment of interest and a dedicated advisor, we ensure regular reviews of portfolios to present opportunities, portfolio strategies and investment recommendations that are designed to ensure complete client supervision and involvement.

What sets
us apart?

Extensive Client Coverage

No. of Families Advised:

300+

Total Asset Advised:

₹ 500 billion

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