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
- Risk Profiling
- Exposure Limits
- Product Restrictions
- Define IPS
- Formalise an Investment Committee
- Strategic asset allocation (equity/debt/alternate allocations)
- Tactical asset allocation (market-based)
- Recommend allocation in accordance with the IPS
- Suitable and appropriate products
- Evaluate all investment options and give recommendations basis suitability as per the IPS
- Periodic Review
- Monitor strategic and tactical allocation
- Rebalance and take corrective measures
- Aggregation of client portfolios across multiple advisors
- 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 | Adverse Remark |
|---|---|---|---|---|
| 1 | 2020-2021 | Completed | Report submitted to SEBI on 27th Jan 22 | NA |
| 2 | 2021-2022 | Completed | Report submitted to SEBI on 29th Sept 22 | NA |
| 3 | 2022-2023 | Completed | Report submitted to SEBI on 27th Sept 23 | NA |
| 4 | 2023-2024 | Completed | Report submitted to SEBI on 25th Sept 24 | NA |
| 5 | 2024-2025 | Completed | Report submitted to SEBI on 05th Sept 25 | NA |
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
Type of Registration
SEBI Registration Number
BASL Registration Number
U.S. Securities and Exchange Commission (SEC) Registration Number
BASL1767
CRD # 317952/SEC#: 801-127639
Validity of Registration
CIN
Registered Office Address
7th Floor, 27, BKC, Plot No C-27, G-block, Bandra Kurla Complex, Bandra (East), Mumbai – 400 051
Name and Contact Details of Principal Officer / Key Investment Adviser
Tejal Shah
022-4336 0000 / 0701
022-6166 0001/ 2
Email ID of Principal Officer / Key Investment Adviser
Name and Contact Details of Compliance Officer
Mr. Sanjay Mitra
022- 62185307
Email ID of Compliance Officer
SEBI Regional Office/ Local Office
Address
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. Sanjay Mitra | 7th Floor, 27, BKC, Plot No C-27, G-block, Bandra Kurla Complex, Bandra East, Mumbai – 40005 | 022- 62185307 | [email protected] |
| CEO – Private Client Investment Advisory Services | Mr. Tejal Shah | 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. Tejal Shah | 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] |
Click here to view the Investment Grievance Policy.
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?
State of the art platform
24×7 access to your investment portfolio with class-leading features such as :
- Portfolio statements
- Recommendations & rebalancing journeys
- Family & Individual level portfolio view
- Access to our in-house views and insightful market research
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
Dedicated Investment Advisors
- Your dedicated Investment Advisor will closely work with you in building a portfolio that is personalised to your investment needs
- Regular monitoring, updates and reviews: Your Advisor will jointly review your portfolio on a quarterly basis and suggest required changes
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.
Login/Register on the Kotak Selekt App
For further queries on Kotak Selekt Advisory email us : [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. Tejal Shah 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 |
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. Sanjay Mitra | 7th Floor, 27, BKC, Plot No C-27, G-block, Bandra Kurla Complex, Bandra East, Mumbai – 40005 | 022- 62185307 | [email protected] |
| CEO – Private Client Investment Advisory Services | Mr. Tejal Shah | 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. Tejal Shah | 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] |
Click here to view the Investment Grievance Policy.
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.
Important information
Keeping in view the significant advancements in payment systems and with an objective to further enhance accessibility and safety in the securities market SEBI vide its circular SEBI/HO/DEPA-II/DEPA-II_SRG/P/CIR/2025/86 dated 11th Jun 2025 made it mandatory for all the SEBI registered investor-facing intermediaries to put in place a structured Unified Payment Interface ('UPI') address mechanism for collecting fees / funds from their investors with effect from 1st October, 2025.
Pursuant to said requirement, Kotak Alternate Asset Managers Ltd. (KAAML) has created the following UPI ID for payment collection. Please make payments to KAAML at kotak.alternate.ia@validkpay.
You may also scan the below QR Code for payment of Advisory Fees.
Click here for FAQs.
In case of any difficulties, you may kindly reach out to us on email ID [email protected].
