Kotak Alternate Asset Managers Limited

RIASEC RegisteredEst. 2023
Total AUM
$20.2B
Discretionary
$5.5B
27% of AUM
Avg account
$13.1M
Accounts
1,543
Employees
313
Advisory reps
11

Firm details

Headquarters
Mumbai,
CRD number
317952
Registered since
April 13, 2023
Fee structure
Percentage of AUM
Client types
  • HNWI36.55%
  • Corporations / Businesses35.63%
  • Pooled Investment Vehicles27.82%

Firm profile

FINTRX

Overview

Kotak Alternate Asset Managers Limited is a corporation that operates as a registered investment adviser, having established its SEC registration in 2023. The firm caters to a diverse client base, including individual and family clients as well as institutional investors. Its fee structure is primarily based on a percentage of assets under management (AUM). While the firm is not classified as an active ESG investor, it engages in various advisory activities and maintains affiliations with multiple financial entities, including broker-dealers and trust companies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 49%, Exchange Traded Equities 21%, Other 15%, Investment Grade Corp Bonds 12%, Cash & Cash Equivalents 2%, Non-Exchange Traded Equities 1%, Sovereign Bonds 1%49%
  • Private Funds49%
  • Exchange Traded Equities21%
  • Other15%
  • Investment Grade Corp Bonds12%
  • Cash & Cash Equivalents2%

Owners & executives

2 of 2
  • Lakshmi Iyer

    Lakshmi Iyer

    CEOCRD 7754157

  • Rajeev Saptarshi

    Rajeev Saptarshi

    Director & Chief Operating OfficerCRD 7628381

Contacts

3 of 9
  • Mukund Raichur

    Mukund Raichur

    Head Investment AdvisoryCRD 7824574

  • Tanuj Johri

    DirectorCRD 7838975

  • Jaideep Hansraj

    Non-Executive DirectorCRD 7945915

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Mumbai, null

Location

Mumbai, null

Headquartered in Mumbai, null.

Address
27 Bkc 7th Floor Plot Noc27
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth