KOTAK ASSET MANAGEMENT PMS is amongst the oldest PMS offerings on the street with over a decade of experience in Indian capital markets. The PMS division operates under Kotak Mahindra Asset Management Company Ltd (SEBI Reg: INP000000837). It maintains a strong research and operations team with consistent client interaction. Investment strategy focuses on large market opportunity businesses with robust competitive advantages, strong financials and earnings growth, management dynamism and good corporate governance, at fair valuations. AUM as of January 2026: ₹51,481.54 crore across 1,518 clients.
Sorted by 3-year return. Returns are TWRR, net of fees; CAGR above 1 year.
Kotak Pioneer Model Strategy Investment Approach Conservative
Kotak Pioneer Model Strategy Investment Approach Aggressive
Kotak India Focus Portfolio Investment Approach
Kotak Pioneer Model Strategy Investment Approach Moderate
Kotak Equity Portfolio Investment approach
Kotak Evolv Aggressive Asset Allocation Investment Approach
Kotak Evolv Plus Asset Allocation Investment Approach
Kotak Evolv Moderate Asset Allocation Investment Approach
Brijesh Ved
Principal Officer & Head – PMS (Executive Vice President)
Brijesh Ved is the Principal Officer and Head of Portfolio Management Services at Kotak Mahindra Asset Management Company Ltd. He has over 23 years of professional work experience, of which 20 years have been in the Asset Management industry in India. He specialises in long-term, high-conviction equity investment strategies across sectors, combining rigorous research with disciplined portfolio management to drive capital appreciation for clients. He has spent two stints at Enam Asset Management (AMC) – between 2004 to 2015 and again from 2021 to 2024. Between these stints, he was with BNP Paribas Asset Management as Head of Equities – Offshore Advisory & PMS from 2015 to 2021. He holds an MBA in Finance from Monash Mt. Eliza Business School, Australia and a B.Com from the University of Mumbai.
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Kotak Liquid Investment Approach