Kotak Alternate Asset Managers Limited

RIASEC RegisteredEst. 2023
Total AUM
$18.5B
Discretionary
$3.8B
21% of AUM
Avg account
$10M
Accounts
1,845
Employees
214
Advisory reps
11

Firm details

Headquarters
Mumbai,
CRD number
317952
Registered since
April 13, 2023
Fee structure
Percentage of AUM
Client types
  • Corporations / Businesses41.92%
  • HNWI36.96%
  • Pooled Investment Vehicles21.12%

Firm profile

FINTRX

Overview

Kotak Alternate Asset Managers Limited is a corporation that registered with the SEC in 2023 and serves both individual & family clients and institutional clients. The firm charges fees as a percentage of AUM and is not identified as an active ESG investor. Ownership is listed as a combination of foreign entity and individual. Filings characterize the firm as unclassified and note that it does not act as a capital allocator. Kotak Alternate Asset Managers maintains multiple industry roles: filings link it to broker‑dealer activity, other investment adviser functions, a banking or thrift institution, a trust company, an insurance company and sponsor/GP/managing member responsibilities for pooled investment vehicles. Those affiliations indicate the firm sits inside a broader financial services platform with capabilities across custody, distribution and sponsor/manager roles.

Assets & Accounts

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 55%, Other 16%, Exchange Traded Equities 12%, Investment Grade Corp Bonds 12%, Cash & Cash Equivalents 2%, Non-Exchange Traded Equities 1%55%
  • Private Funds55%
  • Other16%
  • Exchange Traded Equities12%
  • Investment Grade Corp Bonds12%
  • Cash & Cash Equivalents2%

Owners & executives

2 of 2
  • Tejal Shah

    CEOCRD 8300348

  • 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

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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