Access to investment products by various managers and issuers, without any undue focus on in-house ideas.
Investment Advisor
Bespoke Advisory
IIt has come to our knowledge that certain unidentified persons are impersonating as employees of Kotak Alternate Asset Managers Limited (“KAAML”) and communicate through WhatsApp Groups and other social media platforms and are fraudulently inducing general public to invest monies with promises of high returns.
The fraudsters also induce the innocent public to attend events which are purported to be organized by employees of KAAML or ask the members of the WhatsApp group to trade through bogus applications, links of which are shared over WhatsApp or Telegram for public to download and make investments.
We want to caution everyone that neither KAAML nor any of its partners, directors, or employees have organized any investment related events or operating any platforms/groups on WhatsApp or Telegram. We do not accept responsibility for any messages posted on such platforms or groups, and engaging in any such interactions or transactions will be solely at your own risk.
We strongly urge the public to exercise vigilance and conduct thorough due diligence before participating in or entrusting their funds to any social media platforms or groups claiming to be managed by employees of KAAML or affiliation with our Company.
In case you come across any such fake events, fake social media groups and fraudulent activity, you are requested to kindly contact at [email protected] so that appropriate action may be taken to curb such malafide activities.
In the evolving landscape of India's economy, we are the pioneers of change and innovation. Established as the nation's leading Alternate Asset company, Kotak Alternate Asset Managers Limited (KAAML) boasts a distinguished 20-year legacy.
In 2005, to bring about a sharper focus to this business, Kotak Alternate Asset Managers Limited was set up as the Group’s Alternate Assets practice with its first structured third party private equity and real estate funds.
At Kotak Bespoke Investment Advisory, we excel in designing investment strategies closely attuned to the financial aspirations of our discerning clientele.
Gain valuable insights into current market trends, investment opportunities, and challenges with our expert perspectives.
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.
Portfolio Managers, Direct Equity Advisory, Mutual Funds, Structures etc.
Due Diligence and Strategy
Mutual Funds, Bonds, Structured Products, Customised Solutions etc.
Market Intelligence
Private Equity, Real Estate, Hedge Fund Strategies, Direct Deals etc.
Investment Selection Guidance
Bespoke Advisory
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.
Access to investment products by various managers and issuers, without any undue focus on in-house ideas.
Backed by strong research expertise and institutional overlay on tactical calls, advice remains focused and Kotak quality is assured.
A strong belief in eliminating conflict of interest between the advisor and the investor, which is evidenced by a transparent fee structure.
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 |
3 | 2022-2023 | Completed | Report submitted to SEBI on 27th Sept 23 |
4 | 2023-2024 | Completed | Report submitted to SEBI on 25th Sept 24 |
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]
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.