Kotak Mahindra Asset Management (Singapore) Pte. Ltd.

RIASEC RegisteredEst. 2017
Total AUM
$5.1B
Discretionary
$5.1B
100% of AUM
Avg account
$281M
Accounts
18
Employees
8
Advisory reps
7

Firm details

Headquarters
Singapore,
CRD number
286032
Registered since
January 27, 2017
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, JULIUS BAER GROUP LTD
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles81%
  • Investment Companies7.19%
  • State / Municipal Government5.31%
  • Sovereign Wealth Funds2.93%
  • Other Investment Advisers2.44%
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. operates as a Singapore-based institutional asset manager focused on managing pooled vehicles and investment-company mandates for corporate and institutional clients. The firm emphasizes equity allocations and active portfolio management, while also running pooled structures and other funds that use both traditional and alternative strategies. Their commercial setup includes fee arrangements tied to a percentage of assets under management and performance-based fees, indicating an orientation toward both asset-based and incentive-aligned compensation. The firm is registered to provide portfolio management for investment companies, pooled investment vehicles and institutional businesses, and it also reports activities as a CPO/CTA. Those activity lines suggest they can deploy derivatives, futures or managed-futures style overlays alongside cash equity portfolios. Kotak Mahindra Asset Management (Singapore) also identifies as an active ESG investor, which points to integration of environmental, social and governance factors in its investment selection, stewardship or reporting processes.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

3 of 3
  • Shyam Syamasundaran

    Director and CEOCRD 7141176

  • Nitin Jain

    Nitin Jain

    CEOCRD 6730518

  • Kavin Shah

    Chief Operating OfficerCRD 7783752

Contacts

3 of 4
  • Krishnan Ramchandran No Last Name

    DirectorCRD 8058651

  • Zahid Shuja

    Zahid Shuja

    Executive Vice PresidentCRD 6730522

  • Anil Lohidakshan

    Associate Vice PresidentCRD 6144243

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Singapore, null

Location

Singapore, null

Headquartered in Singapore, null.

Address
16 Raffles Quay 3102
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth