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 thirteen 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 30% of India’s top 300 families with Wealth Management offices spread across 9 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 25 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 25 years earning recognition from peers and experts in the industry.

Kotak Wealth Management

• 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