KOTAK MAHINDRA, INC.

Broker-DealerFINRA MemberEst. 1999
Total AUM
Advisory reps
13
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
47251
Registered since
October 26, 1999

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • GIJO JOSEPH

    President, CEOCRD 5949875

  • SHYAM KUMAR SYAMASUNDARAN

    Director & CEOCRD 4571814

  • GENNARO FULVIO

    CFO/FINOPCRD 2435828

Contacts

3 of 10
  • Chintan Malhotra

    Senior Vice PresidentCRD 6852248

  • Karanveer Dhillon

    Senior Vice PresidentCRD 6672461

  • PAYAL DHRUV

    AVPCRD 5467742

Unlock 7 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth