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Private Wealth Management Services - Kotak Wealth Management

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

http://wealthmanagement.kotak.com/about-us

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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 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.

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.

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. 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: Access to a wide range of product offerings Support of an in-depth research team Superior means of executing transactions As an investor, you can engage the services of an investment firm offering transaction services, which encompass wide product range access, research and execution services. Depending on the firm and your level of expertise, you can choose to work in two modes: Outsource: to a firm capable of translating the complex asset allocation Delegate: as the asset allocator yourself while the firm executes decisions

Investment Schemes Recommendation - 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 Evaluating investment products involves assessment on its own merit and then in comparison with competing products. This is easier said than done as products that are seemingly different will still need to be evaluated due to similar risk return profiles or underlying features.

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.

Asset Advisory Services - 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.

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

Asset Allocation Process - 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. Need for Tactical Allocation

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