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. Kotak Realty Fund adheres to an ESG framework for its investments that investee companies are expected and encouraged to follow. 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. Realty Fund Investment Process by Kotak Realty Fund. Deal Sourcing We primarily source transactions through the team’s direct relationships and extensive network.
We also leverage Kotak Mahindra Group's broad operating platform. The Group’s national presence, industry relationships and affiliations augments and extends our sourcing and underwriting capabilities. Due Diligence and Investment Selection We have a disciplined and rigorous due diligence process by which we evaluate deals.
We conduct appropriate assessment and due diligence on all aspects of potential transactions, including: Promoter credibility and track record Detailed financial, legal and market feasibility of the investment opportunity Investment life cycle risk, including land acquisition, zoning and approvals, construction, financing, marketing/ selling and exit. Investment Structuring After we have selected the investment, we explore structuring options for the transaction to derive maximum value for our investors. Realty Estate Funds in India - Kotak Realty Fund. Pioneers of the real estate credit strategy Invested via secured debt (Non-Convertible Debentures) in self-liquidating residential projects.
This investment strategy helped many quality Indian developers tide over uncertain times, while realizing high returns for our investors. Ability to identify opportunities early in the cycle In 2009, post the Global Financial Crisis, we recognised the capital dislocation in the industry had led to an acute shortage of funds for residential projects. In this capital scarce environment, we funded reputed developers through a credit strategy that reaped rich dividends and led to the creation of a whole new investment opportunity for the Indian real estate market. Real Estate Fund Management Team - Kotak Realty Fund. S.
Sriniwasan (Srini) is the co-founder of the Alternate Assets Management business of the Kotak Mahindra Group. He established one of India’s first real estate funds in 2005 and has played a decisive role in the growth of the business since its launch. Srini also leads Kotak Special Opportunities Fund, which was established in 2015 and has oversight of Kotak Infrastructure Funds. Under Srini's leadership, Kotak Realty Fund has scaled up to over US$1.47 billion in AUM, making it one of the largest real estate funds in India, and has successfully established a strong track record of profitable exits from investments. As one of the earliest fund managers to raise and invest capital in India, Srini has introduced significant financing, financial structuring and negotiating skills in the alternate assets industry.
Srini joined the Kotak Mahindra Group in January 1993. Investment in Real Estate Funds - Kotak Realty Fund. Kotak Realty Fund is one of India’s leading private equity real estate funds with US$ 1.47 billionof aggregate capital commitments.
Established in 2005, we focus solely on investments in real estate and allied businesses across different asset classes and cities in India. Our core strengths lie in having a deep understanding of the Indian real estate market, identifying trends ahead of the curve, investing with conviction & speed and managing our investments in a hands-on manner to create and realise long-term value for our investors. Kotak Realty Fund is a leader and one of the earliest entrants in the private equity real estate industry in India. Since establishment in 2005, we have raised US$ 1.47 billion in aggregate capital commitments and invested in 40 projects and companies across commercial office, residential, retail, industrial and hospitality sectors. Kotak Realty Fund - Real Estate Private Equity. Kotak Private Equity - Accelerating Growth through Value Addition. At Kotak Private Equity, we believe in partnering with companies, not operating them.
We partner to accelerate growth through need based strategic value-addition in a variety of ways. In addition to capital, we bring our expertise, experience and commitment to create a shared vision and value. We follow a four point Value Creation Metric: Business Strategy Enhancement Working with the company board and management team, we debate and discuss to arrive at a long-term strategy that captures the competitive advantage of the firm.
A sound business strategy is the first step in creating sustainable market domination and long-term leadership for the company. We believe that we can never substitute an entrepreneur's energy, passion and drive. India Private Equity Advisory Investment Team. Investment Portfolio by Kotak Private Equity. India Private Equity Funds - Kotak Private Equity. Global investors are betting big on India's long-term growth story.
India is today one of the most attractive emerging markets across Asia with a billion plus captive consumers. Kotak Private Equity is well positioned to develop compelling local investing themes. Through macro research, in-house analytics and frequent industry interactions, we identify industry and socio-economic trends, local consumption patterns and need-gap opportunities on an ongoing basis. With a cumulative experience of successfully investing in over 100 growth companies, we regularly refine our investment focus based on emerging trends, sectors and investment opportunities. Since inception, our focus sectors have mirrored the Indian economy's growth story in terms of scale, competitive advantage and innovative business models.
Private Equity Investment Process - Kotak Private Equity. At Kotak Private Equity, we follow an investment process that has been developed through years of investment experience.
The investment process captures the sensitivities and challenges of growing businesses in an Indian business environment as well our past experiences in dealing with Indian entrepreneurs. We typically follow a four step Investment process that helps us treat capital with an ownership mindset. Private Equity Investment Strategy - Kotak Private Equity. Discovering Future Leaders As pioneers of the Indian private equity industry, our team is adept at identifying outstanding entrepreneurs and management teams of emerging businesses.
We look for companies that have a clear business strategy with significant opportunities to scale up with a defendable market positioning. While we have a preference towards sectors such as Pharmaceuticals, Life Sciences, Healthcare, Consumer, Technology & Financial Services, we are happy to evaluate investment opportunities in companies in other sectors with a differentiated business model that mirrors India's growth story. Kotak Private Equity in India - Private Equity Company. Towards a Better Socio-Economic and Sustainable Ecosystem Doing the right thing At Kotak Private Equity, we believe in investing in a responsible manner.
As the Indian economy provides several opportunities for growth, we consciously deploy our capital to maximize both commercial and societal returns. Our investments help build enterprises that create employment at the local level, spur consumption and leave a sustainable and long-term impact on society. India Private Equity Firms by Kotak. 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.
It works to provide the best solution for building, preserving and transferring family wealth. How did the concept of Family Office evolve? The early Family Offices can be traced to Europe, while the first North American Family Office was created in the early 19th century by wealthy merchants along the eastern coast of the United States. 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.
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. 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.
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. 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:
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. If returns are one side of the story, risks are the other. Balancing these is the key to a customized investor portfolio. The risks assumed in investments are dependent on your preferences and the returns calculated on your expectations. 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.
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: 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. 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.