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Financial Asset Management - Kotak Wealth Management launched a completely revamped financial asset management proposition called Asset Advisory Services which is structured to be completely aligned to you while remaining commercially viable.

Wealth Managers - Kotak Mahindra Bank has one of the largest, oldest and the most respected Wealth Management services teams in India providing olutions including family office, estate planning, asset advisory services to the High Net Worth Individuals.

Kotak Group offers complete financial solutions including areas like Retail Finance, Equities, Mutual Funds, Life Insurance, Wealth Management (Private Banking), Tax Planning and Investment Banking etc. The group offers the understanding, experience, infrastructure and most importantly the commitment to deliver pragmatic end-to-end solutions that truly work.

Kotak Wealth offers Discretionary Portfolio Management Services and Non-Discretionary PMS to address varying investment preferences. With Portfolio Management Service, your customized portfolio is tracked, monitored and optimized by portfolio managers.

Asset Allocation is the process of deciding how to distribute wealth among various asset classes and sectors. No one asset class tends to outperform others consistently. Therefore, it is critical to diversify and adapt your portfolio to the dynamic investment climate.

Family Office functions as private wealth management advisory outfits for Ultra High Net-worth families, providing solution for building, preserving and transferring family wealth and legacy. Here are some commonly asked questions to understand the Family Offices better.