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.
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.
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Investment Product Team Due Diligence and Strategy |
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 Selection |
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External and Internal Think Tank Market Intelligence |
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 Validation |
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Product Approval Committee Investment Selection Guidance |
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 Anti-Selection |
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Investment Advisor Bespoke Advisory |
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 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 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.
| Extensive Client Coverage | |
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| No. of Families Advised: | 240+ |
| Total Assets Advised: | ₹ 330 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.
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 |
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]
| Name of Investment Adviser | Kotak Alternate Assets Managers Limited |
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| Type of Registration | Non-Individual |
| Registration number | NA000012519 |
| Validity of Registration | Perpetual |
| Address of Investment Adviser | 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 |
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| 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.
