Proposition

Core Proposition

• We seek to understand you thereby enabling us to put in place and implement a plan to match your requirements

Investment Proposition

• True open architecture, getting you access to a range of products across asset classes and providers, duly researched, analyzed, and short-listed for you.
• Leveraging processes and expertise to make it work, with the involvement of sophisticated models and tools ratified by the views of best-in-industry expert.

Value Proposition

• Complete alignment of interest, driven by prudential limits set on exposure to fund houses, manufacturers, product lines.
• Viable commercial structure, including a fee model based on assets under advice that also aims to reduce transaction over head.

Dynamic Process

• Planning for strategic asset allocation and ensuring disciplined rebalancing, while allowing for flexibility through tactical allocation.
• A disciplined review and monitoring process that raises the right flags at the right times, and records all recommendations and decisions agreed upon.
• Strategic and tactical Feeds from a rigorously tested Lead Indicator Quasi Quant model ratified by highly qualified and experienced specialists.

Eligibility

• Asset Advisory Services require the client to have a minimum of
  Rs.5 crores in financial assets.

For more details click www.wealthmanagement.kotak.com