Kotak Mahindra Asset Management (Singapore) Pte. Ltd.

RIASEC RegisteredEst. 2017

Total AUM

$4.7B

Discretionary

$4.7B

100% of AUM

Avg account

$313M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Singapore,
CRD number: 286032
Registered since: January 27, 2017
Website: www.kotak-international.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, JULIUS BAER GROUP LTD, EUROCLEAR BANK LTD, KOTAK MAHINDRA (UK) LIMITED
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles80.85%
Investment Companies7.05%
State / Municipal Government5.08%
Sovereign Wealth Funds2.8%
Other Investment Advisers2.72%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Kotak Mahindra Asset Management (Singapore) Pte. Ltd. is the Singapore-based investment arm of the broader Kotak group that acts as an institutional-focused fund provider and portfolio manager. The firm serves chiefly institutional clients, offering portfolio management for investment companies, pooled vehicles, and institutional businesses. It operates as a CPO/CTA and has a fee model that combines percentage-of-AUM and performance-based fees. The firm reports active ESG investing as part of its investment approach and maintains a range of industry affiliations spanning broker-dealers, futures commission merchants, banking/thrift institutions, insurance companies, and sponsor/GP roles for pooled vehicles.