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Last Mile On Demand Delivery Marketplace
Sep 14 '15
Allow me to introduce to you ‘Kotak Wealth Management’; the Private Banking arm of Kotak Mahindra Bank Ltd.

Kotak Mahindra Group (‘Kotak’) has one of the oldest and most respected Wealth Management teams in India. Today, the Bank manages wealth for 44% of India’s top 100 families with offices spread across 10 cities in India, wherein our customer base ranges from entrepreneurs to business famili
Allow me to introduce to you ‘Kotak Wealth Management’; the Private Banking arm of Kotak Mahindra Bank Ltd.

Kotak Mahindra Group (‘Kotak’) has one of the oldest and most respected Wealth Management teams in India. Today, the Bank manages wealth for 44% of India’s top 100 families with offices spread across 10 cities in India, wherein our customer base ranges from entrepreneurs to business families and employed professionals.

While your present set of financial advisors must be taking adequate care of your banking needs, I shall be keen to arrange a meeting with you and explain what sets ‘Kotak’ apart and makes us the preferred wealth management firm for our clients.

Our products and services include a variety of financial advisory, banking and credit solutions for your personal and business requirements structured around:
• Customer-Centric Approach that is fully aligned to your financial goals basis your risk profile.
• Investment Advisory Service follows an ‘Open Architecture Model’ that provides you access to all the product manufacturers in the market across a wide variety of asset classes.
• Family Office advises multi-generational families on investments and a whole host of value-added services.
This also covers the established “Estate Planning” practice advising families on their complex taxation and succession planning requirements.
• Banking Solutions with customized access to exclusive private banking benefits including a wide variety of credit products.

The Group has been highly rewarded and recognized by Euromoney, Asiamoney and FinanceAsia. Some of these accolades include:

• Best Private Banking Services Overall, Global Top 30
Euromoney Private Banking Survey 2015
• Best Private Banking Services Overall, Asia Top 10
Euromoney Private Banking Survey 2015
• Best Private Bank, India
Finance Asia Country Awards 2015

I look forward to meeting you, wherein I could come over and give you a walk-through on our abilities to manage your wealth and banking requirements the way you aspire it to be done.
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