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Real Estate Investment Approach - Kotak Realty Fund

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

http://realtyfund.kotak.com/Investment-Approach.php

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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. Realty Fund Investment Process - 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:

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

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.

Wealth Management Process in India - 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 The following aspects will help you understand your investment needs better: Risks and You explains the investor - risk capacity and relationship Know Your Asset Classes to understand portfolio risk Build Your Portfolio with a balance of risk and return

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.

Wealth Management Plan & Risks - 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. The reward in assuming higher risks lies in the possibility of generating higher returns. However, your ability and willingness to take financial risks depends directly on you and your environment.

Investing 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.

Asset Allocation Model - 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. Asset Allocation Practice Asset classes perform differently due to the inherent nature of the asset type.

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:

Portfolio Management Services in India - 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. 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.

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