Range Of Services

The scope of the Family Office is significantly broader than a pure investment advisory. In addition, it facilitates the provision of other value added services to provide a complete solution. This ensures that you, as a Family Office client have a single point contact for taking care of wealth, family and administrative needs.

Diverse range of services for Ultra High Net-worth Individuals (UHNI) families:

  • Wealth Advisory and Investment Services
  • Banking and Credit
  • Estate Planning Services*
  • Consolidated Reporting
  • Referral for Philanthropy Services
  • Professional, Taxation and Administrative Services
  • Concierge Services

Kotak offers Family Office Services. Contact us to know more.

*Provided by Kotak Mahindra Trusteeship Services Ltd

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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
Family Office Services in India

"Kautilya holds that wealth and wealth alone is important, in as much as charity and desire depend upon wealth for their realisation" - Translated from Kautilya's Arthasastra

Ashish Khetan

Ashish Khetan Head Banking Channel –Wealth Management Services Read his articles

Jaideep Hansraj

Jaideep Hansraj Head Wealth Management Services Read his articles

Oisharya Das

Oisharya Das Head West India and NRI – Wealth Management Read her articles

Rajesh Iyer

Rajesh Iyer Head - Investments and Family Office Read his articles

Smita Kapoor

Smita Kapoor Head East India – Wealth Management Services Read her articles

Think Tank

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