About Kotak Private
Kotak Private is a Technology company based in Mumbai (India) founded in 2004. Private banking services for wealth preservation, growth, and family office solutions in India. It operates on a B2B and D2C model in Technology and Financial Services sectors. The company has 18 employees. Its Indian entity Kotak Mahindra Trusteeship Services Limited reported revenue of ₹20.37 Cr. Kotak Private offers products and services including Wealth Preservation & Growth, Securing Your Legacy, and Family Office. Its focus areas include FinTech, Investment Tech, Financial Databases and Private Company Data. Similar companies include Axis Bank, Bandhan Bank and HDFC Bank; 1 of its 3 listed similar companies has raised funding.
Company details
Kotak Private, part of Kotak Mahindra Bank, offers comprehensive wealth management services including investments, estate planning, and family office solutions. It focuses on preserving and growing assets for ultra-high-net-worth and high-net-worth individuals through personalized advice and institutional support. Based in Mumbai, India, it serves entrepreneurs, business families, and professionals with open architecture and non-conflicting strategies, emphasizing legacy and purpose-driven financial planning.
- Headquarters Mumbai, India
- Employees 18
- SectorsTechnologyFinancial Services
- Phone•••• ••••
- Website kotakprivate.com
- Social LinkedIn X Facebook YouTube
- Legal Name Kotak Mahindra Trusteeship Services Limited
- Date of Incorporation 16 Mar, 2000
- Jurisdiction Mumbai, Maharashtra, India
- Annual Revenue₹20.37 Cr
FY 2025 · +11% YoY
- Net Profit₹5.96 Cr
FY 2025 · 29% margin
- EBITDA₹8.10 Cr
FY 2025 · 40% margin
- Employee Count18
Associated legal entities of Kotak Private
Kotak Private is associated with 2 registered companies on The Company Check; the primary company is Kotak Mahindra Trusteeship Services Limited. Each company page carries the filings, financials, charges and directors of that entity.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Kotak Mahindra Trusteeship Services Limited CIN U65991MH2000PLC125008 | Active | 16 Mar 2000 | Mumbai, Maharashtra | ₹20.4 Cr | 18 | 6 | View details |
| Kotak Mahindra Bank Limited Listed CIN L65110MH1985PLC038137 | Active | 21 Nov 1985 | Mumbai, Maharashtra | ₹122,935 Cr | 73,299 | 15 | View details |
Products & Services of Kotak Private
Kotak Private offers a comprehensive portfolio of products and services, including Wealth Preservation & Growth, Securing Your Legacy, and Family Office.
Services for managing and growing client investments securely
Solutions for estate planning and insurance needs
Comprehensive services for family wealth and banking solutions
Board of directors of Kotak Mahindra Trusteeship Services Limited (Kotak Private)
Kotak Mahindra Trusteeship Services Limited is the primary company behind Kotak Private. The boards of the 2 registered companies of Kotak Private currently have 17 directors; the longest-serving is Uday Suresh Kotak, appointed in 1985. 40 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Uday Suresh Kotak DIN 00007467 | Director | 21 Nov 1985 | 40 yrs 11 mo | Kotak Mahindra Bank Limited |
| Tushar Arvind Mavani DIN 00478763 | Director | 24 Jul 2009 | 17 yrs 3 mo | Kotak Mahindra Trusteeship Services Limited |
| Uday Shankar DIN 01755963 | Director | 16 Mar 2019 | 7 yrs 7 mo | Kotak Mahindra Bank Limited |
| Ashu Suyash DIN 00494515 | Director | 24 Jan 2022 | 4 yrs 9 mo | Kotak Mahindra Bank Limited |
| Amit Krishnakant Desai DIN 00310510 | Director | 18 Mar 2022 | 4 yrs 7 mo | Kotak Mahindra Bank Limited |
| Chandra Rajan DIN 00126063 | Director | 22 Oct 2022 | 4 yrs | Kotak Mahindra Bank Limited |
| Ashok Valiram Vaswani DIN 10227550 | Managing Director | 01 Jan 2024 | 2 yrs 10 mo | Kotak Mahindra Bank Limited |
| Cornelis Petrus Adrianus Joseph Leenaars DIN 10438792 | Director | 01 Jan 2024 | 2 yrs 10 mo | Kotak Mahindra Bank Limited |
| Bhargesh Ojha DIN 02363381 | Director | 17 Jan 2024 | 2 yrs 9 mo | Kotak Mahindra Trusteeship Services Limited |
| Gautami Prakash Gavankar DIN 10546984 | Director | 02 Apr 2024 | 2 yrs 7 mo | Kotak Mahindra Trusteeship Services Limited |
| Ketaki Sanat Bhagwati DIN 07367868 | Director | 18 May 2024 | 2 yrs 5 mo | Kotak Mahindra Bank Limited |
| Jaideep Hansraj DIN 02234625 | Whole-time director | 11 Feb 2025 | 1 yr 9 mo | Kotak Mahindra Bank Limited |
| Oisharya Das DIN 02889549 | Director | 13 May 2025 | 1 yr 6 mo | Kotak Mahindra Trusteeship Services Limited |
| Kanchi Markand Gandhi DIN 11102921 | Managing Director | 13 May 2025 | 1 yr 6 mo | Kotak Mahindra Trusteeship Services Limited |
| Paritosh Kashyap DIN 07656300 | Whole-time director | 01 Sep 2025 | 1 yr 2 mo | Kotak Mahindra Bank Limited |
| Ramesh Ganesh Iyer DIN 00220759 | Director | 17 Feb 2026 | 8 mo | Kotak Mahindra Bank Limited |
| Anup Kumar Saha DIN 07640220 | Whole-Time Director | 06 Mar 2026 | 8 mo | Kotak Mahindra Bank Limited |
People of Kotak Private
35 people are tracked at Kotak Private (31 in leadership, 4 in team); the tracked headcount is 18.
| Name | Role | Group |
|---|---|---|
Deepak Sharma | Director-client Relations-kotak Private | Leadership |
Keval Jambudia | Senior Director - Kotak Private Banking | Leadership |
Himanshu Khullar | Director | Leadership |
Deepa Bharadwaj | Senior Director And Team Lead | Leadership |
Dipendra Jain | Vice President | Leadership |
Vinit Joshi | Director And Head Of International Products | Leadership |
Kanupriya Mongia | Associate Director | Leadership |
Swapnil Made | Deputy Vice President | Leadership |
Kaushal Modi | Associate Vice President | Leadership |
Namita Jain | Director - Client Relations | Leadership |
Gauri Sondhi Chopra | Director- Client Relations | Leadership |
Ankush Kannaw | Senior Vice President-customer Experience And Business Development | Leadership |
Sushil Parikh | Senior Director | Leadership |
Vodhi Chakravartty | Head - Strategy | Leadership |
| CEO | Leadership | |
Vaibhav Vasant Bhosale | Associate Vice President | Leadership |
Sharadkumar Shetty | Chief Manager | Leadership |
Rakesh Rajan | Senior Vice President - Vertical Head Product Specialists | Leadership |
Nishtha Hariharan | Deputy Vice President Marketing | Leadership |
Ca Prashant Nyati | Associate Director | Leadership |
15 more people are available in the full profile.
Complete people profiles for Kotak Private
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Financials of Kotak Private
Figures of Kotak Mahindra Trusteeship Services Limited, the primary company behind Kotak Private, for FY 2025. Revenue was ₹20.37 Cr (+11% year on year). Net profit was ₹5.96 Cr (29% margin). EBITDA was ₹8.10 Cr (40% margin). Revenue has grown at a compounded annual rate of +18% over three years and +17% over five years.
- ₹20.37 CrRevenue · FY 2025 · +11% YoY
- ₹5.96 CrNet profit · 29% margin
- ₹8.10 CrEBITDA · 40% margin
- ₹9 LakhPaid-up capital
- 18Employees (provident fund records)
- +18%Revenue CAGR, 3 years
- +17%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Kotak Mahindra Trusteeship Services Limited are on its company page.
Detailed financial statements for Kotak Private
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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Similar companies to Kotak Private
Kotak Private has 3 listed similar companies in our database, 1 of them funded. They include Axis Bank, Bandhan Bank and HDFC Bank.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| axisbank.com | 1993 | Mumbai, India | 101,331 | Provider of a commercial banking services | ||
| bandhanbank.com | 2014 | Kolkata, India | $259.27M | 158,632 | Personal and business banking services are offered to underbanked markets. | |
| hdfcbank.com | 1994 | Mumbai, India | 213,527 | Commercial and personal banking services are offered by HDFC Bank. |
Detailed similar companies of Kotak Private
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Top companies in Investment & Financial Technology
2 companies that operate in the same segment as Kotak Private (Investment & Financial Technology) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 549.14 M | 3,823 | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 |
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Related news about Kotak Private
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Frequently Asked Questions about Kotak Private
Kotak Private was founded in 2004.
Kotak Private is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
Kotak Private has 18 employees.
The primary company behind Kotak Private, Kotak Mahindra Trusteeship Services Limited, reported revenue of ₹20.37 Cr for FY 2025, up 11% year on year.
Kotak Private, part of Kotak Mahindra Bank, offers comprehensive wealth management services including investments, estate planning, and family office solutions. It focuses on preserving and growing assets for ultra-high-net-worth and high-net-worth individuals through personalized advice and institutional support. Based in Mumbai, India, it serves entrepreneurs, business families, and professionals with open architecture and non-conflicting strategies, emphasizing legacy and purpose-driven financial planning.
Kotak Private's top competitors include Axis Bank, Bandhan Bank and HDFC Bank.
Kotak Private offers Wealth Preservation & Growth, Securing Your Legacy, and Family Office.
Kotak Private is associated with 2 legal entities: Kotak Mahindra Trusteeship Services Limited, Kotak Mahindra Bank Limited.
The legal entities of Kotak Private currently have 20 directors, including Oisharya Das, Gautami Prakash Gavankar, Tushar Arvind Mavani and others.