Kotak Wealth Management

The Kotak Mahindra Group (‘Kotak’) has one of the oldest and the most respected Wealth Management teams in India. Kotak offers the widest range of wealth management solutions to High Net-Worth Individuals for over fifteen years, emerging as the largest Wealth Manager by a wide margin.

The Kotak client base ranges from entrepreneurs to business families, and also includes employed professionals. Kotak provides financial advice and manages wealth for 44% of India’s top 100 families with Wealth Management offices spread across 10 cities in India.

The Kotak Mahindra Group

The entire spectrum of financial needs of individuals and corporates is addressed at the Kotak Mahindra Group. Completing a successful 29 year run, Kotak firmly invests in serving the financial services needs of customers. The Group today offers complete financial solutions including areas like Retail Finance, Equities, Mutual Funds, Life Insurance, Wealth Management (Private Banking), Tax Planning and Investment Banking etc. The Kotak Mahindra Group offers the understanding, the experience, the infrastructure and most importantly the commitment to deliver pragmatic end-to-end solutions that truly work.

Awards and Recognition

The Kotak Mahindra Group has offered a diverse set of financial services to its customers over the past 29 years earning recognition from peers and experts in the industry.

Kotak Wealth Management

 

  • Best Private Bank, India

    FinanceAsia Country Awards, 2015 
  • Best Private Banking Services Overall, Global Top 30

    Euromoney Private Banking Survey 2015
  • Best Private Banking Services Overall, Asia Top 10

    Euromoney Private Banking Survey 2015
  • Best Private Banking Services Overall, India

    Euromoney Private Banking Survey 2015
  • Best in Succession Planning Advice and Trust

    Euromoney Private Banking Survey 2015
  • Best Private Bank, India

    FinanceAsia Country Awards, 2014
  • Best Private Bank, India

    The Asset Triple A, Private Banking Awards 2014

  • Family Office Services Provider, Asia - Top 5

    Euromoney Private Banking Survey 2014
  • Winner in 9 categories

    Euromoney Private Banking Survey 2014 including:
    • Best Family Office Service
    • Best Range of Advisory Services
    • Best Corporate Advisory for Private Banking Clients
    • Best Bespoke Wealth Planning
    • Private Equity Investment
    • Equity portfolio management
    • Specialized Services for Inherited Wealth and Businesses
    • Net worth specific Service I (US$ 1 million to US$ 10 million)
    • Net worth specific Service II (US$ 10 million to US$ 30 million)
  • Best Private Bank, India

    FinanceAsia Country Awards, 2013
  • Best Private Banking Services Overall, Globally - Top 25

    Euromoney Private Banking Survey 2013
  • Best Private Banking Services Overall, Asia - Top 10

    Euromoney Private Banking Survey 2013
  • Best Private Banking Services Overall, India

    Euromoney Private Banking Survey 2013
  • Family Office Services Provider, Asia - 2nd Position

    Euromoney Private Banking Survey 2013
  • Winner in 14 categories

    Euromoney Private Banking Survey 2013 including:
    • Family Office Services
    • Range of Advisory Services
    • Range of Investment Products
    • Private Equity Investment
    • Corporate Advisory for Private Banking Clients
    • Fixed Income Portfolio Management
    • Inheritance and Succession Planning 
    • Bespoke Wealth Planning
  • Best Private Bank, India

    World Finance Banking Awards,2012

  • Best Private Bank, India

    FinanceAsia Country Awards, 2012
  • Winner in multiple categories

    Euromoney Private Banking India Poll 2012 including :
    • Range of Investment Products
    • Range of Advisory Services
    • Family Office Services
  • Best Private Bank, India

    FinanceAsia Country Awards, 2011

  • Best Private Banking Services Overall in India - Euromoney 2011

    Winner in 17 categories including :
    • Range of Investment Products
    • Range of Advisory Services
    • Family Office Services
  • Best Private Bank, India

    FinanceAsia Country Awards, 2010

  • Best Private Bank, India

    FinanceAsia Country Awards, 2009

  • Best Private Banking Services Overall in Survey Poll for India

    Euromoney, 2009

  • Winner in 8 categories

    Euromoney Private Banking India Poll 2010 including :
    • Range of Investment Products
    • Range of Advisory Services
    • Family Office Services
  • Winner in 16 categories in Annual Private Banking Survey Poll India

    Euromoney, 2007

  • Winner in 33 categories in the Private Banking Poll

    Asiamoney, 2006

Asset Advisory Awards won by the Group

  • Kotak AMC Best Wealth Creator ( Best Debt Fund House) category

    Outlook Money NDTV Profit Awards 2009

  • Best Domestic Investment Bank and the Best Equity House

    Asset Triple A

  • Kotak Securities topped the Brokers Poll as the Best Local Broker: 2006

    AsiaMoney

  • Best Bond Fund House 2006

    Lipper

  • Kotak Bond Regular Plan ranked the Best Debt Fund over 3 years: 2006

    Lipper

  • Kotak Bond Regular Plan ranked MFR1 and the recipient of the Silver Award

    ICRA

  • Best Mutual Fund House in the Business Leadership Award 2006

    NDTV

 

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Service Eligibility

Asset Advisory Services
Financial Assets of Rs. 5 crores and more
Family Office Services
Net Worth of Rs. 1 billion and more
Private Wealth Management & Private Banking Services India, Best Private Banks i

The entire spectrum of financial needs of individuals and corporates is addressed at the Kotak Mahindra Group. Completing a successful 29 year run, Kotak firmly invests in serving the financial services needs of customers.

Ashish Khetan

Ashish Khetan Senior Executive Director - Wealth Management

Jaideep Hansraj

Jaideep Hansraj CEO - Wealth Management & Priority Banking

Oisharya Das

Oisharya Das National Director - Client Relations

Rajesh Iyer

Rajesh Iyer Senior Executive Director- Wealth Management & Head - Investment Advisory & Family Office

Samira Bhargava

Samira Bhargava Head South India – Wealth Management Services

Srikanth Subramanian

Srikanth Subramanian Senior Executive Director - Client Relations & Regional Head - North

Think Tank

Our Wealth Management experts share their views and opinions. Read the articles