Wealth Products & Services
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At every step of your financial journey, your portfolio needs a different balance of risk and returns. We analyse multiple factors to create an optimal plan for you.
We create your risk profile, not just on the basis of your numbers but also on an in-depth understanding of your way of life.
In the process of making a wealth plan, our first step is to assess your capacity for undertaking financial risk. Your responsibilities, objectives, personality and other variables determine your risk capacity. We help you arrive at a thorough understanding of your risk-taking ability through extensive research of your demographic and socio-economic profile.
To make the best of portfolio risk and return, it is important to spread your assets across equity, debt, structured products, private equity, real estate and other avenues.
Different asset classes offer different returns in terms of how long your stay invested in them. Since historical data shows that no single asset class outperform others consistently, it is important to diversify your portfolio to the changing investment climate.
Asset allocation is the process of deciding how to distribute wealth among various asset classes and sectors.
Our advisors will help you discover a host of avenues for investment that match your personal financial vision to create a carefully curated portfolio.
Outsource your investments to a firm capable of complex asset allocation if you want more support from your advisors. Delegate only the execution of investment decisions that you make yourself, to a firm if you prefer to be more hand’s on.
Our advisors help you discover a host of avenues for investment that match your financial vision. These products are common avenues to grow wealth and can be broadly classified into two categories- traditional and specialized products. Depending on your investment requirements, a combination of products can be chosen for your portfolio.
Our investment advisory service supports you in accessing short term opportunities in a nimble and flexile manner to take advantage of the changing markets.
With an overarching strategic plan in place for your long term investment vision, our advisors help you with tactical investments that add to your portfolio by offering you access to tactical opportunities.
Our investment advisory service supports you in accessing short term opportunities in a nimble and flexible manner. With an overachieving strategic plan in place for your long-term investment vision, our advisors help you with tactical investments that add to your portfolio by offering you access to calculated opportunities.
In order to deliver the best possible choices to you, we study markets and products deeply and ensure we have a keen and critical understanding of what would work on your portfolio.
Since there are a vast number of products available under many asset classes, we analyse the market and ensure we have a keen and critical understanding of what would work on your portfolio.
Our research methods include both qualitative and quantitative assessments, followed by scheme recommendation and monitoring. Your relationship manager and service manager then, help you execute your portfolio. Given the plethora of variables, features and risk profiles of various assets, it is important to have access to research that sums up products based on risk tolerance and return objectives.
We help you manage your assets efficiently to ensure most benefits to many generations.
Trust & Estate Planning ensures the protection and succession of your estate during your lifetime so that it can be passed on to your intended beneficiaries at an opportune time and in a hassle-free manner.
Estate Planning addresses financial, personal, business and healthcare decisions that have a cross-generational implications for quality of life. This service makes provision for estate management and legacy preservation, in order to protect family assets and counter unforeseen eventualities.
# The services are provided by the group company Kotak Mahindra Trusteeship Services Ltd
A comprehensive solution to manage your family’s financial and wealth affairs. It provides solution for building, preserving and transferring family wealth and legacy.
The scope of the Family Office is significantly broader than a pure investment advisory. In addition, it facilitates the provision of other value added services to provide a complete solution
The many complex facets of wealth structuring require expert handling. The Family Office offering is a full spectrum of service that covers all ultra HNI needs such as tax optimization, banking and credit, concierge services, among others. Your team at Kotak will help shepherd your resources so that they can create maximum impact, while ensuring that your interests are protected. Under Family Office we also offer Trust Services as part of the Kotak Mahindra Trusteeship Services Limited.
We deliver seamless support for all your banking needs through a single wealth management office.
Our wealth advisors and bankers are backed by a secure banking platform and a specialist team, dedicated to analysing and developing optimum solutions for you.
With the help of a secure banking platform and a specialist team, we dedicate our service to analyze and develop optimum solutions for you. Keeping your convenience in mind, features like home banking, mobile banking, mail money, concierge services and KAYPAY are available at your fingertips. We also guarantee a dedicated relationship manager to assist you with your banking needs.
Our private bankers immerse themselves in understanding and drawing a bigger picture for your business.
We analyse your business goals, help you chart a plan for growth and make the most of your wealth. Their expertise helps you optimise your banking arrangements and to meet the demands of your business.
Expanding your business is made easy with the help of our private bankers. They help you chart a plan of growth by understanding your business and its goals. Kotak Wealth offers cash management services, trade and forex solutions, and finance support to ensure that we can optimize your arrangements and meet the demands of your business.
Our digital solutions enable you to get a real picture of your portfolio, any time anywhere through latest products and technologies.
This is an end to end platform for managing your financial portfolios starting from risk profiling to consolidated reporting across asset classes. Our reports offers portfolio insights through info-graphical views and in-depth analysis against key benchmarks.
Kotak commits to offer you a seamless banking experience with our latest products and technologies. Our Kotak Wealth App ensures that all your financial needs are easily and securely taken care of, and can also be accessed online through Kotak Wealth Online. Our other products such as My Kotak, Easy Pay, M Store, Security and Convenience aim to offer a variety of platforms to manage your financial portfolios.
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