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


    • External and Internal Think Tank

      Market Intelligence


    • Product Approval Committee

      Investment Selection Guidance


    • Investment Advisor

      Bespoke Advisory


    • 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.

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.

What sets us apart?

Extensive Client Coverage
No. of Families Advised: 300+
Total Assets: 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.


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]

Name of Investment Adviser Kotak Alternate Asset Managers Limited – Investment Advisory
Type of Registration Non-Individual
SEBI Registration Number
BASL Registration Number
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.