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Family Office from Kotak Wealth Management caters to the needs of wealthy families looking for expert financial planning to centralise and control over family finances, legal, tax and administration issues.

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Kotak Wealth Management offers the diverse range of services for Ultra High Net-worth Individuals (UHNI) & families. Get investment advice to wealthy families to manage family’s financial and wealth affairs.

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At Kotak Wealth Management, Family Office Services acts as a private wealth management advisory outfits to provide investment solutions to Ultra High Net-worth Investors to manage family’s financial affairs.

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Looking for best family office services in India? Kotak Wealth Management offers the best family office services and advisory outfits in India for Ultra High Net-worth families to preserve their family wealth.

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Kotak Wealth Management offer Estate Planning Services in India like Advisory, Drafting and Execution, Trusteeship, Executorship and Safe Custody to High Net-worth families.

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Kotak Wealth Management's Estate Planning benefits your financial affairs and disposition & Protection of your Estate beyond your lifetime and plan your legacy.

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At Kotak Wealth Management, Estate Planning arranges & plans your succession and financial affairs. It ensures the management of your Estate & family wealth during your lifetime.

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The objective of tactical asset allocation at Kotak Wealth Management is to deviate among various asset classes to seek an additional source of return & capitalize on of short and intermediate investment opportunities.

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Kotak Wealth Management acts as an asset advisory services to its investors. The asset management services by the experts will customise your investments to meet your objectives and build wealth portfolio.

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Kotak Wealth Management carries out mutual fund research and understanding on a set of various investment schemes by evaluating investment products on its merit with competing products to invest.

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Structured Investment products by Kotak Wealth Management helps to grow Specialized Products like private equity, mutual funds, banking account & credit services, real estate, estate planning and much more.

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Looking for portfolio management services in India? Kotak Wealth Management helps to make well orchestrated portfolio for investors. Investor Profile helps in the selection of the combination of asset classes required to invest.

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Asset Allocation decides the distribution of wealth among various asset classes and sectors. Kotak Wealth Management services help you to know your assets attached to individual's portfolio in this fast-changing investment climate.

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Kotak Wealth Management services help you to assess individual's capacity for undertaking financial risk, which depends on the responsibilities, investment objectives and other variables.

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Kotak Wealth Management is one of the best wealth management company in India. At Kotak, we understand your investment goals and help you with growth opportunities for your wealth.

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Kotak Wealth Management offers private wealth management services to HNIs, entrepreneurs, business families for India’s top 100 families. Kotak also provides legal or estate planning with Wealth Management offices spread across India.

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Kotak Wealth Management, with the help of one of the largest and respected Private Wealth Management teams in India, delivers private banking and investment services to High Net-Worth wealthy clients.