About Kotak Wealth Management:
Kotak has one of the oldest and most respected Wealth Management teams in India, providing solutions to high net worth individuals. Over fourteen years and a wide range of financial solutions has made Kotak Wealth Management the largest player. Our client base ranges from entrepreneurs to business families to employed professionals. On the investment scenario, we believe that no single asset class tends to perform consistently over a long period of time. Therefore, an HNI needs to be given access to various asset classes, investment styles, themes and tenures. Thanks to this focus of the Group, we have built a formidable suite of products and services straddling this spectrum. Our offering is customised, based on the client’s profile and investment objectives – either through transaction or advisory route. The Kotak Wealth umbrella also includes Family Office. Through Family Office, we go beyond investments to provide a host of value-added services such as Estate Planning Services, tax optimisation, etc. Kotak provides financial advice and manages wealth for 40% of India’s top 100 families with Wealth Management offices spread across 9 cities in India. Kotak Wealth Management is the only Indian Wealth Manager to feature in the top 25 of the world’s Best Private Banks in Euromoneys Private Banking Survey 2013. We have also won awards across several categories of Euromoney including ‘Best Family Office Services, Range of Advisory Services, Range of Investment Products’ in India. We have maintained our leadership position, thanks to the macro environment, in-depth understanding of the client’s requirements and of the various asset classes. This has resulted in Kotak being in a position to offer the widest range of solutions for the client.
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