Kotak Securities: Portfolio Management Services

Kotak Securities is one of India’s oldest portfolio management companies with over a decade of experience. It is also one of the largest, with Assets Under Management of over Rs. 3300 Crores. Kotak Portfolio Management from Kotak Securities comes as an answer to those who would like to grow exponentially on the crest of the stock market, with the backing of an expert.

Kotak Securities is a SEBI registered Portfolio Manager for providing both Discretionary as well as Non Discretionary portfolio management service. Kotak Securities is a depository participant with National Securities Depository Limited (NSDL) and Central Depository Services Limited (CDSL).

Unlike many other companies, Kotak Securities Ltd. has a Centralised Risk Management System and an in-house Research Team which allows it to offer the same levels of service to customers across all locations. Kotak Securities was awarded as the most customer responsive company in the Financial Institution sector by AVAYA GlobalConnect Award both in 2006 and 2007.

Kotak Portfolio Management offers various schemes to suit individual investment objectives. Following are the products offered by Kotak Securities –

• Guardian Portfolio

With the Guardian Portfolio Kotak Securities invests in both gold and equity. At any point of time around 20 per cent of the assets will be invested in the gold. The allocation to gold may go up to 50 per cent depending upon the market condition and the rest will be invested in the equity market. The minimum investment is Rs 10 lakh.

• BEP – Large cap focus portfolio

In the BEP – Large cap focus portfolio, investments will be made in mis-priced large cap stocks that have a high growth potential and can withstand macro level risks to sustain in an adverse environment. Large Caps are dominant players in their respective sectors, and hence have the strength and the ability to maintain margins in a tough operating environment.

• GEMS Portfolio

GEMS is a 30-month closed-end product. The scheme intends to create a focused portfolio of stocks from across sectors and market capitalization ranges. Its main feature is its special mandate to participate in the pre-FPO (follow-on public offer) placements and private placements of listed companies. Investments of up to 30 per cent of the overall assets can be made in such opportunities.

• Origin

Origin portfolio aims to invest in growth oriented companies with sustainable business models backed by strong management capabilities with emphasis on smaller capitalized companies with a market capitalization not exceeding Rs. 2500 crore at the time of investment.

• Investguard Portfolio

The Investguard Plan is a ‘CPPI Model’ which invests across shares and fixed income products, moving from shares into fixed interest investments when the fund’s value drops below a predetermined “floor”. When markets start to move up, the product increases its holdings in shares, tapping into these growth opportunities.

• CORe Portfolio

CORe Portfolio aims to capture the long term upside of the India Growth Story by diversifying across the major themes. The investments are in all equity and equity related instruments with emphasis on companies in the business areas driven by consumerism, outsourcing, real estate and core infrastructure players and is essentially a mix of small, medium and large capitalization companies.

The Portfolio Management Service combines competent fund management, dedicated research and technology to ensure a rewarding experience for its clients. Special relationship managers are appointed to manage your investments in the best possible manner and make sure that you get maximum returns of your investments. Kotak PMS has a dedicated fund management and research team that frequently meets management of companies and is well-placed to spot such opportunities.