Kotak Investment Advisors (Cat3)

Funds managed

Fund nameAsset ClassLicense
The India Whizdom FundHedge fund (PIPE)Kotak Listed strategySEBI AIF Cat 3

About the AMC

  • Established in 2005
  • Key staff – S. Sriniwasan (Srini), MD Kotak Investment Advisors Limited,currently heads Kotak Investment Advisors Limited (KIAL). Also a member of the (FICCI) committee for policy initiatives on Foreign Direct Investment and REITs and the (CII) subcommittee on Capital Markets. He also serves as Chairman for the (RICS), South Asia Valuation Professional Group Board. Also a Board member (APREA) India Chapter and a member of the (GRI) – India Chapter, also a Member of the Executive Committee at the (IVCA).
  • Bhavin Shah is the Co-founder of Kotak India Whizdom Fund (IWF) and Director – Listed Strategies at Kotak Investment Advisors Ltd also a CA and IIMA alumni.

Investment Philosophy (fund strategy)

  • IWF leverages the vast private equity and public market expertise and experience of the fund management team for both pre-investment due diligence and post-investment value add through proactive engagement with management, where necessary.
  • It is sector agnostic and builds a high conviction concentrated portfolio of companies. The portfolio is built over a period of time after adequate research.
  • It follows a Buy-and-Hold investment approach keeping in view the risk-reward equation over a 3-5 year investment horizon. The portfolio therefore witnesses negligible churn over its investment horizon.
  • IWF follows a disciplined and well-defined fundamental investment approach to pick stocks based on the Management-Business-Valuation (MBV) framework.


NO AIF cat 3 related video

Analyst questions

  1. Can you brief us about The India Whizdom Fund?
  2. IWF follows buys and hold approach, hold fairly concentrated position,how do you manage risk? Do you make tactical asset allocation? What fundamentals you look for in a company before you make an investment decision?
  3. What fundamental/ technical skills are required to manage such a fund?
  4. How do you tap your target investors? How much capital have you been able to raise so far? What is the CAGR since its inception? Have you been able to generate alpha?
  5. How do you identify companies that deliver high returns, beating the benchmark over once in 1, 3, 5, 10 years?
  6. How do you select companies in the midcap space, based on sectors, or any other factors?



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