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Private Equity Investment Strategy - Kotak Private Equity

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

Private Equity Investors in India - 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.

Alternative Asset Management | Alternative Investment Funds India | India Private Equity, Alternative Funds 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. 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 We are part of the Kotak Mahindra Group, one of India's leading and most respected diversified financial services institutions. A Synergistic Approach to Doing Business We understand India better

Private Equity Funds in India - 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:

Kotak Private Equity Growth Fund - 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.

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. Strict adoption of safety policies and maintaining site conditions that are conducive for workers.

Real Estate Private Equity Funds | Realty Fund Investments | Kotak Real Estate Fund | Investment in Real Estate Funds India - Kotak Realty Funds Group 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. Kotak Realty Fund relies on its inherent strength of being part of a large diversified financial services group, to structure investments delivering better returns to investors.

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. 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. Srini joined the Kotak Mahindra Group in January 1993.

Realty 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. 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 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

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