Department profile
Kotak Mahindra Bank Limited

Wealth Managers

High Net Worth Guide 2025 : India

Kotak Mahindra Bank Limited

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Chambers Review

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Wealth Managers - India

Spotlight

What the Team is Known For
Kotak Mahindra Bank provides bespoke wealth management services to wealthy clients, assisting with investment strategies, asset allocation, trust and estate planning, and family office matters.
Strengths

The one strength they have is that they are very strong on cross-border regulatory communications because they are a bank. They are leagues ahead of others here.

Kotak is one of the best advisers. They started developing trustee templates and ideal trust deeds which clients have been happy with.

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