Kotak Mahindra, Inc.

Broker-DealerFINRA MemberEst. 1999
Total AUM
Advisory reps
12
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 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

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

    Gijo Joseph

    President, CEOCRD 5949875

  • Shyam Kumar Syamasundaran

    Director & CEOCRD 4571814

  • Gennaro Fulvio

    CFO/FINOPCRD 2435828

Contacts

3 of 9
  • Chintan Malhotra

    Chintan Malhotra

    Senior Vice PresidentCRD 6852248

  • Payal Dhruv

    AVPCRD 5467742

  • Achint Bhagat

    Achint Bhagat

    Vice PresidentCRD 6733629

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

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