Kotak Mahindra, Inc. is a large advisory firm based in White Plains. It manages $49.88 million of regulatory assets for 28 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of New York.
Kotak Mahindra provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kotak Mahindra, Inc. is $49.88 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Kotak Mahindra, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Paul Verghese Parambi has been acting as President since 1 Jun 1998. Kotak Mahindra Capital Company joined the executive team most recently as the Shareholder.
The principal office where Kotak Mahindra, Inc. performs its advisory services is located at 50 Main Street, White Plains, NY 10606, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 914-997-6120 or by fax 914-997-6128. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.kotak.com.