Family Office Services

• Core Proposition: A transparent system that is exclusive and customized to your needs, giving you access to best of products, services, people and a comprehensive support structure.
• Value Proposition: Transparent fee structure with alignments of interest, including negotiation with product providers’ on your behalf for terms and services.
• Investment Approach: Advice on dynamic Asset Allocation based on recommendations from a Dedicated Investment Committee that comprises of top minds of the domain. This is accompanied by use of asset allocation tools/models with access to exclusive proprietary funds along with a true open architecture model.
• Service Approach: Relationship Manager with an institutional backing working as one point contact to liaison with internal / external resources.
• Special Capabilities: Co-investment opportunities, Private placement opportunities in companies engaged in the Realty/Infrastructure Sector, Estate Planning* and Institutional leverage

Service Offerings under Kotak Family Office

Kotak Family Office gives you an option to choose from comprehensive service offering depending on the family objective. One of the biggest objectives of a Family Office is managing investments, but that is only the beginning. A Family Office encompasses value-creation and support across various other important functions as provided below:

Eligibility

Family Office Services require the client to have a minimum net worth of
Rs. 1 billion

For more details click www.wealthmanagement.kotak.com

* Offered by Kotak Mahindra Trusteeship Services Ltd