Kotak Wealth Management adjudged Best Private Bank in India by Euromoney

Kotak Wealth Management, one of the oldest and most respected Wealth Management teams in India providing solutions to the High Net-worth Individuals, has been declared the Best Private Banking Services overall in the Euromoney's Private Banking and Wealth Management Poll - 2011.

Kotak has also been adjudged best provider for 'Family Office Services', 'Range of Advisory Services', 'Range of Investment Services', continuously second time in a row. The survey also awarded Kotak the number 1 position in 17 categories, some of which are given below:

• Best Private Banking Services Overall
• Best Local Bank
• Family Office Services
• Range of Advisory Services
• Range of Investment Products
• Private Equity Investment
• Corporate Advisory for Private Banking Clients

The awards are based on qualitative and quantitative scores formed from a weighed combination of survey responses and peer nominations.

Kotak Wealth Management

We are one of the largest, oldest and most respected Wealth Management teams in India providing solutions to the High Net-worth Individuals. With our existence of over thirteen years and the widest range of wealth management solutions, Kotak is the largest player by a wide margin. Our client base of High Net-worth Individuals ranges from entrepreneurs to business families, as well as employed professionals.

On the investment scenario we believe that no one asset class tends to perform consistently over a long period of time. Therefore an HNI needs to be given access to various asset classes, investment styles, themes and tenures. Thanks to this focus of the group, we have built a formidable suite of products and services straddling this spectrum. Our offering is customized based on client's profile and investment objectives. This can be done through a transaction based investment management approach or the asset advisory approach. While allowing for a broad view of the portfolio, asset advisory model has no bias for or against any product/manufacturer, thus ensuring transparent advice. It allows for the advisor to plan a portfolio while ensuring complete alignment of interest with the client. It brings with it the necessary discipline to make asset allocation work for the client thus helping him plan towards clear goals and ambitions.

Our dedicated Family Office team ensures impartial advice providing access to 'best in class' market wide service providers with no bias. Through Family Office Services, we go beyond investments to provide a host of value-added services.

Kotak Mahindra Trusteeship Services Limited (KMTSL) which is a 100% subsidiary of Kotak Mahindra Bank Limited offers Estate Planning services offering advisory services, drafting & execution services, trusteeship services, custody services and executorship services.

We have maintained our leadership position, thanks to an in-depth understanding of the client's requirements, the macro environment and an understanding of the various asset classes. This has resulted in Kotak being in a position to offer the widest range of solution for the client, thereby being able to best service the client's requirement.

To learn more, visit wealthmanagement.kotak.com