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 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

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