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 organized as a corporation and is an SEC-registered adviser since 1999. Public filings identify the owner type as a mix of foreign entity and individual ownership. The firm’s public profile in the available data is sparse: there are no disclosed descriptions of its client base, fee schedules, advisory activities, or broader business lines. The record also notes that Kotak Mahindra, Inc. is not flagged as a capital allocator, is not an active ESG investor, and is not registered as a multi-state or pension consultant adviser.
Assets & Accounts
Location & Offices
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 10Chintan Malhotra
Senior Vice PresidentCRD 6852248
Karanveer Dhillon
Senior Vice PresidentCRD 6672461
PAYAL DHRUV
AVPCRD 5467742
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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