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. We encourage our partners and investors to adopt ESG best practices. 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. 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. 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. Significant Development and Operating Experience Through our control investments, we have a strong understanding of the regulatory and approvals process in India, giving us an edge in the underwriting and due-diligence process.
Real Estate Fund Management Team - Kotak Realty Fund. S. Sriniwasan (Srini) heads Kotak Investment Advisors Limited (KIAL), a wholly owned subsidiary of Kotak Mahindra Bank, since January 2017. Srini has played a crucial role in setting up and building the Alternate Assets business at KIAL. He established one of India’s first real estate funds in 2005 and steered the growth of the business since its launch. Srini also oversees Kotak Private Equity, Kotak Infrastructure Funds, Kotak Special Opportunities Fund and Kotak Listed Equities.
Overall, Srini manages about US$ 2.8 billion in AUM across asset classes. 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. Under Srini’s leadership, Kotak Realty Fund has scaled up to over US$1.47 billion in AUM, making it one of the largest real estate funds in India, and has successfully established a strong track record of profitable exits from investments. Investment in Real Estate Funds - Kotak Realty Fund. Kotak Realty Fund is one of India’s leading private equity real estate funds with US$ 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. Operational and Structural Improvements Operational efficiency is one of the key areas where we work with 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. At Kotak Private Equity, we work as strategic partners with companies that demonstrate one or all of the following value-oriented qualities: 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. Deal Sourcing and Evaluation We leverage our in-house research to source and evaluate opportunities. In doing this, we use multiple channels of our network of relationships, the Kotak Mahindra Group's business relationships and industry networks Due Diligence and Investment Commitment We have a disciplined and rigorous due diligence process by which we evaluate deals that fit into our investment criteria.
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.
Businesses should ideally have a strong competitive edge and long-term growth potential in one of the following areas: An Innovative business model Growth opportunities to gain regional or national market leadership Opportunity for consolidation if from a fragmented industry An IPR driven business with technology, product or a clearly differentiated market opportunity. 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. Clean energy for a better tomorrow Kotak Private Equity is committed to a green world. Commitment to ESG Kotak Private Equity recognizes that Environment, Social and Governance (ESG) issues are critical for every business.
The Founder Mr. Among his many accomplishments, Ernst & Young felicitated him with the EY Entrepreneur of the Year Award 2013 recently. Converging Entrepreneurial Dynamism with Institutional Stability A Synergistic Approach to Doing Business We understand India better. 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. Why use a Family Office? What are the benefits of a Family Office? Understand Family Context. 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 Kotak offers Family Office Services. *Provided by Kotak Mahindra Trusteeship Services Ltd. 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. Key highlights of the Family Office are: Your ‘Personal CFO’ with 360 º visibility Work with all your existing bankers and service providers from ‘your side of the table’ Open architecture philosophy with access to best in class solutions across the market with no bias Organizational accountability & continuity Independent advice aligned to your interests with benefits of larger institution when required Complete fee transparency Institutional ownership of relationship with sufficient checks and balances.
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: Advisory Advise on the structuring of an Estate Plan for the benefit of future generations and management and administration of the Estate during and post life. Drafting and Execution Facilitating drafting of Wills, Trust Deeds and ancillary documents tailored to specific family needs.
Trusteeship Acting as a Corporate Trustee for administration and distribution of the Estate. Executorship Acting as an Executor for administration of the Estate on the death of the Settlor. Estate Planning benefits by Kotak Wealth Management. Estate Planning - Kotak Wealth Management. Tactical Asset Allocation process by Kotak Wealth Management. Asset Management Services by Kotak Wealth Management. Investment Schemes for HNI by Kotak Wealth Management.
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