Kotak Wealth Management : Company Profile and SWOT Analysis by WealthInsightReports


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									Kotak Wealth Management


Kotak Wealth Management                                                    Key Employees
                                                                           Name                        Job Title
Fast Facts
                                                                                                       Head - Family Office
                                       36-38A, Nariman Bhavan, Mumbai,     Ashish Khetan
Headquarters Address                                                                                   Services
                                       Maharashtra, 400 021,India
                                                                                                       In-charge - Wealth
Telephone                              + 91 22 6600 6022                                               Management, Joint
                                                                           C. Jayaram
                                                                                                       Managing Director - Kotak
Fax                                    N/A                                                             Mahindra Bank
                                                                                                       Head - Wealth
                                                                           Jaideep Hansraj
Website                                www.wealthmanagement.kotak.com                                  Management
                                                                                                       Head - Wealth
Ticker Symbol, Stock Exchange          N/A                                 Oisharya Das                Management, Western
                                                                                                       India, and NRI Services
                                                                                                       Head - Product and
Number of Employees                    N/A
                                                                           Rajesh Iyer                 Research, Kotak Wealth
Fiscal Year End                        December
                                                                                                       Head - North and South
                                                                           Rajmohan Krishnan           India Regions, Kotak
Revenue (in US$ million)               N/A                                                             Wealth Management
                                                                                                       Head - East India Region,
                                                                           Smita Kapoor                Kotak Wealth
                                                                                                       Vice Chairperson,
                                                                           Uday Kotak                  Managing Director - Kotak
SWOT Analysis                                                                                          Mahindra Group

Strengths                              Weaknesses                          Company Overview
Mass affluent offering: Privy League   Fee-based business structure
                                                                           Kotak Wealth Management (Kotak Wealth) is
                                                                           the private banking and wealth management
Private Investment Banking             Private banking model
                                                                           arm of Kotak Mahindra Bank Ltd, which is based
                                                                           in India. The company offers a range of wealth
Strong Indian market position
                                                                           management, and family office services to high-
                                                                           net-worth individuals (HNWIs have a net worth
Opportunities                          Threats                             of US$1 million or more, excluding their primary
                                                                           residence), and ultra-high-net worth individuals
Increase in the number of HNWIs
                                       Paucity of private banking talent   (UHNWIs have a net worth of US$ 30 million or
                                                                           more, excluding their primary residence).
Limited presence of global giants      Turbulence in the global economy    Services offered by the company include
                                                                           financial planning, portfolio management,
                                                                           investment advisory, estate planning, and tax
                                                                           advisory services. It provides investment
                                                                           expertise across a range of asset classes
                                                                           including equities, bonds, structured products,
                                                                           mutual funds, derivatives, and alternative
                                                                           investments. It also offer
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