About Kotak's international business
Who we are:
The Kotak Mahindra group is one of India’s leading banking and financial services organizations, with offerings across personal financial services; commercial banking; corporate and investment banking and markets; stock broking; asset management and life insurance.
With a presence outside India since 1994, the international subsidiaries of Kotak Mahindra Bank Ltd. operating through offices in London, New York, Dubai, San Francisco, Singapore and Mauritius specialize in providing services to specialist overseas investors seeking to invest into India. Investors can access the asset management capabilities of the international subsidiaries through funds domiciled outside India. They offer asset management services to institutions and high net worth individuals based outside India through a range of offshore Indian funds, as well as through specific advisory and discretionary investment management mandates for institutional investors.
The offerings are differentiated India investment solutions that span all major asset classes including listed equity, private equity and real estate. The subsidiaries also lead manage and underwrite international issuances of securities. With its commendable track record, large presence on the ground and a team of dedicated staff in India, Kotak’s international arm is suitably positioned for managing assets in the Indian Capital markets.
Products we offer:
The international business offers various funds across strategies to international investors only. We offer funds across 3 broad strategies
Long Only Strategy – Under this strategy we have a large cap fund, a midcap fund, the first India specific Luxembourg registered multicap fund for retail European investors, a series of concentrated funds, an infrastructure and realty fund.
Quasi Private Equity Strategy – The Kotak India Focus Fund is an equity fund which invests in listed under- researched mid – market companies in India through secondary markets, PIPE, and IPO using a private equity approach. The investment team seeks to provide active post investment value add to investee companies where feasible.
Dynamic Strategy – Kotak India Dynamic Fund is an India dedicated fund with an objective to generate absolute returns by exploiting the growth in the Indian Economy and the inefficiencies in the Indian stock market while actively managing risk during volatile periods to limit downside.
Cash Alternative Strategy – KIF - Kotak Equity Arbitrage Fund predominantly invests in units of equity funds domiciled in India which aims to achieve capital appreciation by investing in arbitrage opportunities in the cash and derivatives segment of the equity market in India, and by investing the balance in debt and money market instruments.