Kotak Wealth Management Logo

Kotak Wealth Management

Banking

  • Revenue 501M - 1B
  • Size 10000+
  • HQ Contact +1 800-333-7680
  • Website wealthmanagement.kotak.com

Established in 1985, Kotak Mahindra Group is one of Indias leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Groups flagship company, received banking license from the Reserve Bank of India (RBI), becoming the first non-banking finance company in India to convert into a bank - Kotak Mahindra Bank Ltd (KMBL). Kotak Wealth Management is Kotak Mahindra Banks private banking arm and is one of the oldest and most respected wealth managers in India. Kotak Mahindra Group (Kotak) provides end-to-end services for wealth preservation and creation to some of the most distinguished high net worth families in India. Its clientele comprises entrepreneurs, business families and professionals, including 51% of Indias top 100 families (Source: Forbes India Rich List 2020). Over 20 years and even during uncertain and volatile times, Kotak has maintained its leadership position in the Indian wealth management industry due to its in-depth understanding of the environment and asset classes and the associated risks, as well as clients specific requirements. Kotak Group offers a holistic platform covering the entire gamut of financial products & services for its UHNI and HNI clients. This includes investment advisory, family office solutions, succession planning, philanthropy & social impact investing and end-to-end banking needs of both individuals and corporates. Through Kotak Investment Advisors Limited, Kotak offers Investment Advisory and Family Office Services, and through Kotak Mahindra Trusteeship Services, Kotak offers estate planning services that deal with succession planning by creating private family trusts View More

Specialities
Investment Advisory services... Banking Solutions Wealth Structuring Estate Planning Family Office Services... View More

People working in Kotak Wealth Management

Gaurav Rawat
AVP II ************@***ak.com
Pankaj Kumar
AVP, Wealth Management ************@***ak.com
Tarun Sharma
Director & cluster head... ************@***ak.com
Chirag Cfpcm
Deputy Vice President ************@***ak.com
Pradeep R
AVP & Private Banker... *********@***ak.com
Sahil Contractor
Associate Vice President ****************@***ak.com
Samira Bhargava
Senior Executive Director &... ***************@***ak.com
Deep Thakkar
Associate Vice President NRI... ************@***ak.com
Praveen Jain
AVP ************@***ak.com
Astha Kapur
Associate Vice President ***********@***ak.com
Ramesh Singh
Associate Vice President ************@***ak.com
Yogesh Jadhav
Senior Associate Vice President... *************@***ak.com
Nehal Patel
Sr AVP ***********@***ak.com
Alok Verma
Vice President **********@***ak.com
Ruchi Khullar
Sr.AVP *************@***ak.com
Sushil Gopalaney
Associate Vice President ****************@***ak.com
Divesh Narvekar
AVP ***************@***ak.com
Rajesh Nambiar
Associate Vice President **************@***ak.com
Parvez Aslam
Associate Vice President ************@***ak.com
Anuj Goenka
Associate Vice President ***********@***ak.com
Sheena Uppal
Associate Vice President ************@***ak.com
Pushpender Pooniya
Vice President & Associate... ******************@***ak.com
Avni Grover
Associate Vice President ***********@***ak.com
Hemant Patel
Vice President ************@***ak.com
Venkatesh Sundaram
Vice President ******************@***ak.com
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Products & Technologies used at Kotak Wealth Management

Products used at KOTAK WEALTH MANAGEMENT
Firebase Pimcore Surveys 360
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Frequently asked questions about Kotak Wealth Management

  1. What does KOTAK WEALTH MANAGEMENT's do?
    Established in 1985, Kotak Mahindra Group is one of Indias leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Groups flagship company, received banking license from the Reserve Bank of India (RBI), becoming the first non-banking finance company in India to convert into a bank - Kotak Mahindra Bank Ltd (KMBL). Kotak Wealth Management is Kotak...
  2. What are Kotak Wealth Management's specialities?
    Investment advisory services kial* management , Banking solutions , Wealth structuring , Estate planning , Family office services
  3. What is KOTAK WEALTH MANAGEMENT's industry?
    Kotak wealth management operates in Banking industry.
  4. What is KOTAK WEALTH MANAGEMENT's HQ phone number?
    Kotak wealth management's HQ Phone number is +1 800-333-7680
  5. What is KOTAK WEALTH MANAGEMENT's revenue?
    Kotak wealth management's revenue is 501m - 1b
  6. What is KOTAK WEALTH MANAGEMENT's company size?
    Kotak wealth management's has 10000+ people working.
  7. What is KOTAK WEALTH MANAGEMENT's official website?
    www.wealthmanagement.kotak.com is official website of Kotak wealth management.