Family Office benefits by Kotak Wealth Management. Over the years, Family Office Services have adapted to cater to the needs of wealthy families in search of expert financial planning advice.
Here are some commonly asked questions to help you understand the Family Office better: What is a Family Office? Family Office is a private wealth management advisory service offered to ultra-high net worth investors to centralize focus and control over family finances, legal, tax and administration issues. It is an outsourced solution to manage the financial and investment affairs of affluent individuals or families. Range of Services For ultra high net-worth individuals - Kotak Wealth Management.
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 ServicesBanking and CreditEstate Planning Services*Consolidated ReportingReferral for Philanthropy ServicesProfessional, Taxation and Administrative ServicesConcierge Services.
Family Office Services - Kotak Wealth Management. Created to meet the needs of Ultra High Net-worth Investors, Family Offices function as private wealth management advisory outfits.
A Family Office is a comprehensive solution to manage your family’s financial and wealth affairs. Family Office proposition goes much beyond managing wealth. It provides solution for building, preserving and transferring family wealth and legacy. Family Offices in India - Kotak Wealth Management. Estate Planning Services by Kotak Wealth Management. When planning your Estate for preservation, management and succession various roles need to be taken on to carry out the necessary activities.
Trust Versus Will Trust provides for management of the Estate during person’s lifetime and also provides for distribution and management of wealth post demise. Will is a legal declaration of a person’s intention with respect to his property which he desires to be carried into effect only after his death. Estate Planning Services Following is the range of Estate Planning Services offered:
Estate Planning benefits by Kotak Wealth Management. Estate Planning - Kotak Wealth Management. Tactical Asset Allocation process by Kotak Wealth Management. The asset advisory service functions as a malleable structure, offering you the flexibility to take care of short term opportunities.
Through a comprehensive investment process with a strategic plan in place, it makes room for tactical allocations to make the most of short term opportunities. Need for Tactical Allocation. Asset Management Services by Kotak Wealth Management. As an investor you may engage an investment firm to execute your transactions while you act in the advisory role.
This transaction approach though rich in choice, is also a time intensive process requiring detailed follow up on the various asset classes and the products. In a transaction model, your portfolio has to be consistently balanced evaluating risk and return for every product. An advisory service will not only understand you as an investor but further tailor investment solutions to suit your needs. The Asset Advisory Role Wealth management has evolved from a limited role, which is opportunistic and event-driven to that of a more structured diversified and planned science. Investment Schemes for HNI by Kotak Wealth Management. The creation of an investment portfolio best suited to your needs arises from deep research and understanding of the various products available.
You may have a fair idea of which asset classes and product types interest you, but you will need to further choose from various schemes under each product type and then execute them. Given the volume of choices available in the market, many investors appoint an investment firm to handle these activities. Research Capability Evaluating investment products involves assessment on its own merit and then in comparison with competing products.
This is easier said than done as products that are seemingly different will still need to be evaluated due to similar risk return profiles or underlying features. Structured Investment Products - Kotak Wealth Management. When formulating your investment strategy it is important to determine your risk profile and attitude towards risk, the volatility of asset classes and the risk return profile of the products at hand.
For maximum benefits from the asset allocation process, you need: Access to a wide range of product offerings Support of an in-depth research team Superior means of executing transactions As an investor, you can engage the services of an investment firm offering transaction services, which encompass wide product range access, research and execution services. Depending on the firm and your level of expertise, you can choose to work in two modes: Outsource: to a firm capable of translating the complex asset allocation Delegate: as the asset allocator yourself while the firm executes decisions.
Portfolio Management Services - Kotak Wealth Management. Your investment plans must be based on various insights.
The main source for these insights will be from your risk profile and the understanding of which asset classes meet your return expectations. At this point, it is important to understand that different products play different roles in portfolio construction. Asset Allocation by Kotak Wealth Management. Asset Behavior - Portfolio Risk Portfolio risk arises from the variability in performance across various asset classes.
Asset classes are by definition those securities which can be grouped by shared characteristics, law, regulation and their behavior in the market over time. Assets are classified by their risk and return behavior in any given market environment. Wealth Management Plan & Risks by Kotak Wealth Management. When a wealth plan is made, the first step is to assess your capacity for undertaking financial risk. The capacity for risk depends on your responsibilities, objectives, personality and many other variables. To gain this understanding, the first step is: The risk profile is an individual’s ability to assume financial risk as part of his/her investment portfolio. Wealth Management in India by Kotak Wealth Management. Before exploring investment strategies and planning, it is important to first gain an understanding of yourself and your needs.
Basis this, your investment goals can be structured and the appropriate services can be employed to gather growth opportunities for your wealth. Understanding Investment Needs. Private Wealth Management Services - 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.
Wealth Management Solutions by Kotak Wealth Management. Alternate Opportunities Funds in India - Kotak Realty Fund. Real Estate Funds India - Kotak Realty Fund. At Kotak Realty Fund, we believe in responsible investing. We recognise our commitment to not only our investors, but the larger society that we operate in. Investing responsibly The real estate sector provides significant employment opportunities. Through our realty fund investments, we help create employment opportunities at the local level and leave a positive long-term impact on society. Commitment to Environment, Social and Governance (ESG) Practices To foster sustainable growth and development, it is critical that every responsible corporate citizen adheres to Environment, Social and Governance (ESG) practices. At Kotak Realty Fund, we consider ESG measures to be as important as the financial aspects of the deal.
Real Estate Investment Approach - Kotak Realty Fund. As the India experts in real estate fund management, Kotak Realty Fund is uniquely positioned to identify sector trends and capitalise on the opportunity - much ahead of the curve. This enhances our ability to deliver superior performance to our clients.
Our goal is to opportunistically invest in high-quality realty assets across India’s fastest-growing cities. Our investment objective is to generate long-term capital appreciation for our investors. Our investment strategy is built on the following pillars: Partnering with developers having proven execution capabilities and established brand equity Investing in projects that generate scalable, sustainable and risk-adjusted returns Leveraging the team’s expertise in investment structuring and thorough understanding of India’s investment regulations Engaging in active asset management and value enhancement Formulating clear exit strategies at the time of investment Adhering to and ensuring strong transparency, governance and reporting norms. Realty Fund Investment Process by Kotak Realty Fund.
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