Kotak Mahindra, Inc.
Firm details
- Headquarters
- New York, New York
- CRD number
- 47251
- Registered since
- October 26, 1999
Firm profile
FINTRXOverview
Kotak Mahindra, Inc. is registered with the SEC (1999) as a corporate entity. Public disclosures list its ownership type as both a foreign entity and an individual, while regulatory classification is recorded as unclassified. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. Additional regulatory attributes on file indicate it is not a multistate adviser, not newly formed, not a pension consultant, and not a related adviser. The firm has not provided details about its business activities, advisory services, fee structures, or client base in the available data, so there is no public description of how it positions itself or the client segments it targets.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Gijo Joseph
President, CEOCRD 5949875
Shyam Kumar Syamasundaran
Director & CEOCRD 4571814
Gennaro Fulvio
CFO/FINOPCRD 2435828
Contacts
3 of 9
Chintan Malhotra
Senior Vice PresidentCRD 6852248
Payal Dhruv
AVPCRD 5467742

Achint Bhagat
Vice PresidentCRD 6733629
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 1 Pennsylvania Plz
- Time zone
- ET (UTC-5)
- Office locations
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