A license authorising the bank to carry on banking business has been obtained from the Reserve Bank Of India in terms of Section 22 of the Banking Regulation Act, 1949. It must be distictly understood, however, that in issuing the license, the Reserve Bank of India does not undertake any responsibilty for the financial soundness of the bank or for the correctness of any of the statements made or opinion expressed in this connection.

While every effort has been made to ensure that the information provided on the website is accurate, timely, secure and error-free, the Kotak Mahindra group of companies ("Kotak Mahindra"), their directors, promoters, employees, agents and assigns shall not in any way be responsible for any loss or damages arising in contract, tort or otherwise from the use or inability to use the website and its contents.

Any material downloaded or otherwise obtained through the use of the website is at the User's own discretion and risk and the User will be solely responsible for any damage that may occur to the User's computer systems and data as a result of download of such material.
Advice provided on the website should not be relied upon for personal and financial decisions and the User should consult an appropriate professional for specific advice tailored to his or her situation.
The User agrees that the information provided by the User may be disclosed by Kotak Mahindra to any agencies, bureaus, associations, corporate or unincorporated bodies and other persons. The User shall not hold Kotak Mahindra responsible for sharing and/or disclosing the said information and also for any consequences suffered by the User and/or others by reason thereof.

The information contained herein is strictly confidential and meant solely for the use of the recipient. The statement shall be issued on a frequency as determined by the Bank at its sole discretion. You acknowledge that the statement sent by the Bank may not be signed on behalf of the Bank.

This statement is prepared at the specific request of the recipient and is meant for information purpose only and is not an official confirmation of any transactions mentioned in the statement. The statement is prepared on the basis of information received from the entity offering the product and Kotak Bank has not independently verified the said information. The information contained in this statement are updated as and when received and updated from by the entity offering the products as a result of which there may be differences between the details contained herein and those reflected in the records of the respective entities. 

Some of the material contained in this statement may have been obtained from persons other than the Kotak Bank and /or its affiliates and which may have been made available to Kotak Bank and /or its affiliates. Kotak Bank does not warrant the accuracy, reasonableness and /or completeness of any information. Whilst every care has been taken in preparing the information contained herein, neither Kotak Bank nor any of its affiliates, officers or employees shall in anyway be accountable or responsible for any inaccuracy or errors contained in any information obtained from any of Kotak Bank ’s affiliates/third parties and contained in this statement.

Kotak Bank (including its affiliates) and any of its officers, directors, personnel and employees, shall not be liable for any loss, damage of any nature, including but not limited to direct, indirect, punitive, special, exemplary, consequential, as also any loss of profit whether caused by negligence or otherwise or in any way arising from the use or reliance on any information or material contained herein. The recipient alone shall be fully responsible/ are liable for any decision taken on the basis of this material.

Kotak Bank has not undertaken any regulatory, legal, tax or accounting analysis relating to the suitability of the products invested by the Clients. The recipient should seek appropriate professional advise including tax advisebefore dealing with any realised or unrealised gain / loss reflecting in this statement.

Please notify us immediately and in any case within 15 days of the statement date if you notice any error or discrepancy in the details in this statement, failing which it would be deemed to have been accepted by you. Bank reserves the right to rectify discrepancies in the Statement, if any, at any point of time.

The Customer authorizes the Bank to engage and utilize the services of third parties/vendors to prepare and mail the statements and/or other documents/material. Bank is not responsible for statements lost in mail or delay in receipt of this statement. 

Statements sent from Kotak Bank to an e-mail account or other electronic receiving communication systems/ servers, is at the entire risk of the customer and if the same is lost, incorrectly received, or sent to the incorrect e-mail or are accessible to third parties, Kotak Bank is not and cannot be responsible or made liable for such transmission. In the event that the statements as sent to the customer over any Electronic Media (including but not limited to Net Banking or e-mail) do not tally, for whatever reason, with the records available at the Bank, the latter shall prevail.  

For any clarification please feel free to get in touch with your Kotak Bank Relationship Manager.

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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
Kotak wealth management
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