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:
Private Equity Investment Process | Private Equity Process - Kotak 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. Since its inception, Kotak Private Equity has been the preferred investment partner with local management teams on account of its transparent and rigorous investment process and significant value creation.
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
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. 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
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. 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. 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. 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.
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. 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 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
Real Estate Private Equity Funds | Realty Fund Investments | Kotak Real Estate Fund | Investment in Real Estate Funds India - Kotak Realty Funds Group 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. 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.
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. Kotak provides financial advice and manages wealth for 44% of India’s top 100 families with Wealth Management offices spread across 10 cities in India. The Kotak Mahindra Group The entire spectrum of financial needs of individuals and corporates is addressed at the Kotak Mahindra Group. Awards and Recognition The Kotak Mahindra Group has offered a diverse set of financial services to its customers over the past 29 years earning recognition from peers and experts in the industry. Kotak Wealth Management Asset Advisory Awards won by the Group