In 2005, to bring about a sharper focus to this business, Kotak Investment Advisors Limited was set up as the Group’s Alternate Assets practice with its first structured third party private equity and real estate funds.
Including Private Equity Funds, Real Estate Funds, Infrastructure Funds, Special Situations Fund and Listed Strategies Fund, all led by independent investment teams. The strong track record of every team on investments, exits and returns underscores its credentials as one of India’s leading investment managers.
Our core strengths lie in having a deep understanding of Indian markets and promoters, identifying trends ahead of the curve, investing with conviction and managing investments in a hands-on manner to create and realize long-term value for investors.
We have raised USD 3.5 billion in aggregate capital commitments and invested in 104 projects and companies across multiple sectors and geographies. Investing across asset classes gives us the edge in being able to take advantage of positive cycles across sectors and verticals. The funds under management are opportunistic funds and have a flexible investment approach.
We have been ahead of the curve in identifying macro-economic trends and opportunities early. The team has successfully identified sectors and companies to invest in conservatively and exit profitably while partnering with companies in tapping growth opportunities and evolving into industry leaders.
Since 2005, we have helped discover, grow and create value for mid-sized Indian businesses and developers across growth sectors. Given the experience and network of relationships built over the past two decades, and the understanding of the Indian entrepreneur's mindset provides a significant advantage in the Indian investment environment.
We rely on our inherent strength of being part of a large diversified financial services group, to structure investments delivering better returns to investors. During this journey, the company has pioneered financial structures for effective cash management and better tax efficiency that have been adopted subsequently by various global majors.
Over the years, we have built long-standing relationships with our investors comprising domestic institutions, global institutions and private clients.
As one of the oldest investment managers in India, focused on long-term value creation and growth, we are one of the select funds in India to have successfully completed the entire lifecycle of fund investing.
We take pride in having one of the most experienced and stable teams in the industry. The fund management team has a unique blend of expertise across multiple sectors.