A division of Kotak Wealth Management (part of Kotak Mahindra Bank), Kotak Family Office was established to serve the complex and evolving needs of India's wealthiest families. It acts as a dedicated chief financial officer for its clients, offering a comprehensive suite of services that extend beyond traditional wealth management. These services include consolidated investment reporting, manager selection, estate and succession planning, family governance, and philanthropy advisory, all tailored to preserve and grow wealth across generations.

Founded in

India