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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

Kaveri Kanganda
Chief Manager Client Servicing... k**************@****k.com ********5718
Usha Jaiswal
Service Quality u***********@****k.com ********6911
Sahil Contractor
Associate Vice President s***************@****k.com ********5298
Pankaj Kumar
AVP Wealth Management p***********@****k.com ********1796
Praveen Jain
AVP p***********@****k.com ********0224
Deep Thakkar
Associate Vice President NRI... d***********@****k.com ********3352
Astha Kapur
Associate Vice President a**********@****k.com ********5177
Rajesh Nambiar
Associate Vice President r*************@****k.com ********1568
Sushil Gopalaney
Associate Vice President s***************@****k.com ********6034
Roshy Sarabhai
Vice President r*************@****k.com ********0141
Anuj Goenka
Associate Vice President a**********@****k.com ********7578
Bikram Mansahia
Associate Vice President b**************@****k.com ********2002
Avni Grover
Associate Vice President a**********@****k.com ********1941
Bharat Bank
Associate Vice President b**********@****k.com ********0240
Binoy Mathai
Associate Vice President b***********@****k.com ********8033
Shikha Goel
Associate Vice President Operations... s**********@****k.com ********4794
Awantika Srivastava
Associate Vice President a******************@****k.com ********2596
Gunjan Arora
Deputy vice President g***********@****k.com ********8005
Kirati Dalal
Associate Director Kotak Private... k***********@****k.com ********7173
Ambika Kumar
Director a***********@****k.com ********0751
Jinal Shah
Associate Director Private Banking... j*********@****k.com ********4069
Chintan Shah
Associate Director c***********@****k.com ********3459
Jitesh Agrawal
Associate Director j*************@****k.com ********9978
Namita Jain
Associate Director Client Relations... n**********@****k.com ********7802
Dhruv Sharma
Director d****@****k.com ********0784
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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.