Bespoke Advisory

A customised 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.

Fixed Income

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

Alternates

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

Investment Product Team

Due Diligence and Strategy

Selection

External and Internal Think Tank

Market Intelligence

Validation

Product Approval Committee

Investment Selection Guidance

Anti-Selection

Investment Advisor

Bespoke Advisory

Allocation

Client Portfolio

Risk Appropriate
& IPS Compliant

Full alignment to meet investment objectives

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 access to professional investment advisors, we ensure regular reviews of portfolios to present opportunities, portfolio strategies and investment recommendations that are designed to ensure complete client supervision and involvement.

Introducing

Selekt

A solution by Kotak Investment Advisory that seeks to enrich your investment journey with the

efficiency of technology, personalised by human touch.

Why opt for Selekt?

Institutional Process

  • Natural Synergy with Bank, Asset Management, Institutional Equities and Investment Banking Business
  • Asset Level Think Tanks with internal and external members
  • Thought Leaders Roll down strategies, factor investing, ESG framework

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

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

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

  • 24x7 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…

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
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]
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

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.