Kotak Optimus Aggressive Scheme Class A

Kotak Mahindra Asset Management Company Ltd

About Company

One of the leading Indian suppliers of portfolio management services, Kotak PMS (registered with SEBI), is a member of the prestigious Kotak Mahindra Group and runs under the direction of Kotak Mahindra Asset Management Company. The main purpose of Kotak PMS is to invest on our clients’ behalf to assist them reach their financial and personal goals.

Category: AIF Category III

 

Investment Platforms

The firm operates across a diversified set of alternative asset classes, including:

  • Private Equity
  • Real Estate
  • Infrastructure
  • Private Credit
  • Strategic Situations
  • Data Center Investments

Its investment approach emphasizes disciplined underwriting, structured transactions, active asset management, and clearly defined exit strategies.

Global Capital & Partnerships

Approximately 80% of assets are sourced from global institutional partners. The platform combines international capital with deep local market insight, enabling it to structure opportunities aligned with India’s evolving growth sectors while maintaining strong governance and risk management standards.

Strategy Focus

  • Private Equity & Life Sciences: Backing emerging and high-growth enterprises.
  • Real Estate & Infrastructure: Focused on disciplined execution and value creation through strategic development and exits.
  • Private Credit: Offering bespoke financing solutions tailored to India’s expanding corporate ecosystem.
  • Strategic Situations: Targeting special opportunities across complex investment scenarios.

Environmental, Social, and Governance (ESG) principles are integrated into the investment framework across strategies.

Advisory & Client Solutions

Beyond fund management, the firm provides tailored advisory and discretionary solutions for High Net Worth Individuals (HNIs), Ultra High Net Worth Individuals (UHNIs), family offices, and institutions. Its digital-first advisory platform, Selekt Advisory, is supported by a dedicated research think tank comprising industry experts and analysts.

Operating Philosophy

Kotak Alts focuses on disciplined execution, deep research, structured risk management, and client-centric investment delivery. Its long-standing presence and institutional processes position it as a significant participant in India’s alternative asset management ecosystem.

 

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Fund Manager

Srini Sriniwasan

Srini Sriniwasan

S. Sriniwasan (Srini) heads Kotak Alternate Asset Managers Limited (“KAAML”). He is also a part of the Group Management Council that drives Kotak Mahindra Group’s growth charter. Srini has played a crucial role in setting up and building the different asset classes in KAAML including Real Estate, Infrastructure, Special Situations & Credit, Private Equity and Investment Advisory. Overall, KAAML has raised / advised ~USD 9.3 billion in funds across these asset classes. As one of the earliest fund managers to raise and invest capital in India, Srini has introduced significant financing, financial structuring and negotiating skills in the alternate assets industry. Srini joined the Kotak Mahindra Group in 1993. Prior to KAAML, he was a part of Kotak’s investment banking joint venture with Goldman Sachs from inception in 1995, and was co-head of Kotak Investment Banking until 2005. At Kotak Investment Banking, Srini advised leading domestic and international companies on capital raising, M&A and strategic divestitures. Srini is a member of the Confederation of Indian Industry (CII) subcommittee on Capital Markets. He is also a Board member of Asia Pacific Real Estate Association Limited (APREA) & Co-Chairman of the India Chapter. He is also a member of the Governing Council of Global Real Estate Institute (GRI) – India Chapter. He was a Member of the Executive Committee at the Indian Private Equity & Venture Capital Association (IVCA) and is a Member of the Private Credit Council at Emerging Markets Private Equity Association (“EMPEA”). Srini holds a Bachelor's degree in Commerce from Delhi University and an MBA from the Institute of Management Technology (IMT), Ghaziabad.  

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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.

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