*As prescribed under SEBI Circular No. SEBI/HO/IMD/DF1/CIR/P/2019/169 dated 27/12/2019 under SEBI (Investment Advisers) Regulations, 2013 as amended till date.

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Welcome to
Kotak Investment
Advisors Limited

Kotak Group has been a pioneer in offering market leading solutions in the investment advisory space. Advisory and asset allocation was introduced by Kotak Mahindra Bank Limited in 2008, to meet the customised needs of Wealth Management clients. After March 2019, these services are being offered by Kotak Investment Advisors Limited (KIAL).

As a SEBI registered investment advisor, KIAL prides itself on providing advice that is tailored to meet the needs of investors, and revolves around financial planning and asset allocation.

We continue to add value and professionally advice on client’s wealth and investment portfolios through multiple models.
 

Kotak Bespoke Advisory

  • Recommendations customised to investment portfolios
  • Alignment of interests, backed by institutional guidance
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Kotak Optimus

  • Seamless structuring and execution of risk profile-based portfolios
  • Discretionary asset allocation models
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