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 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 Assets 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
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 - 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.