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.
Direct Equity Advisory,
Mutual Funds, Structures etc.
Mutual Funds, Bonds,
Customised Solutions etc.
Private Equity, Real Estate,
Hedge Fund Strategies,
Direct Deals etc.
Due Diligence and Strategy
Investment Selection Guidance
& 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|
|No. of Families Advised:||240+|
|Total Assets Advised:||₹330 million|
Kotak Investment Advisors Limited
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.