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Fund Snapshot

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About Fund Manager

Shobhit Mathur:Senior Director Fund Manager – Head, Kotak Optimus KIAL

Shobhit Mathur is an engineer from the Indian Institute of Technology (BHU). He further went on to complete his master’s in business administration in finance from XLRI, Jamshedpur.

Mr. Mathur was a product expert of interest rates and foreign exchange linked structured products at ICICI bank Ltd. before joining Kotak Mahindra Bank in 2008. He also dealt with individuals and corporate investors’ investment and treasury solutions.

Shobhit joined Kotak Mahindra Bank in 2008. He guided the structured products division in structuring products with underlying equity stocks, indices, and equity derivatives.

From 2012 to 2019, he was a member of the various investment committees of large family office clients of Kotak Wealth Management. During this duration, he was an advisor for over 200 ultra-high-net-worth individuals’ families.

Mr. Mathur has experience in Indian and offshore investments’ equities, interest rates, and foreign exchange of more than 15 years. In 2019, he joined Kotak Investment Advisors Ltd. and played an instrumental role in setting up Kotak Optimus.

Nishant Kumar, Senior Director, Head of Discretionary Strategies

Mr. Nishant Kumar is the head of discretionary strategies at Kotak Investment Advisors Ltd., including the Optimus India Allocation funds. Before this, he was heading the investment advisory division at Kotak Investment Advisors Limited overseeing investment assets of over 350 UHNI families with Assets under advice over 65,000 Cr. He has over 17 years of experience in the wealth management industry across Investment Advisory, Product Management, Investment Products Distribution, and Investment Strategy. Before joining Kotak, he worked in various roles with IIFL, Citibank N.A., and ICICI Bank. He is an MBA from NMIMS (2005), Mumbai, and has cleared CFA, FRM, and CFP certifications.

The Kotak Optimus Advantage

    1. Asset Allocation: a Multi-Asset, Multi-Advisor Solution built on the principles of Asset Allocation. Diversified portfolio across Equity, Fixed Income, and Alternates (REITs & InVITs). ~92% of the success in investing is determined by having the right mix of assets
    2. Risk Profile-based Portfolios: You can pick between Moderate and Aggressive profiles
    3. Disciplined Investing: Tackles emotions of greed and fear better due to the discretionary nature of funds. Processes & investment policies in place make it an efficient way to address human biases
    4. Rebalancing with Auto Portfolio Adjustment: Process-based investment framework for asset allocation, product selection, rebalancing, and tactical allocation – adjust weights of a strategy, strategy shifts with institutional oversight, and become a source of alpha generation. Built-in ability to respond in real-time to market cycles by going over-weight and under-weight an asset class, leading to a smoother journey and potentially better performance
    5. Reduced Operational Hassle: No need for multiple demat accounts, documentation, and accounting
    6. Timely Execution: With the fund management team having complete oversight of the portfolio at all points in time, the execution of investment decisions is instant, thus avoiding the opportunity cost associated with delayed execution

Investment Philosophy

The investment Philosophy of the fund is to attain capital appreciation and income such as interest, dividends. The fund also aims to achieve aggressive appreciation of assets by allocating majority investments to equity instruments and remaining investments to debt instruments. The fund carries the investment activity of a Category III AIF as permissible under the AIF Regulations.

Why Choose Kotak Optimus?

Best reasons to choose Kotak Optimus for investing:

  • Get your money invested by a team of experts and receive exceptionally brilliant returns.
  • Ditch the unnecessary wasting of time and plan your hassle-free investment with Kotak.
  • Kotak Optimus delivers you with honest pricing.
  • Get transparent reporting every month.
  • Kotak brings you a flawless execution of investment strategies.

Kotak Optimus

Optimus was launched as a Category 3 AIF under the aegis of KIAL (Kotak Investment Advisors Limited). KIAL manages $ 6.27Bn of assets across its business verticals, including Private Equity, Real Estate, Infrastructure, Special Situations, Performing Credit, and Discretionary Strategies. Optimus has a portfolio approach. It is a multi-asset, multi-manager solution that has tenets of wealth management ingrained within – asset allocation, diversification, rebalancing, tactical calls, and risk management framework

Kotak Optimus is available to invest with a minimum investment of 1 Cr. Construction of a similar portfolio, which gives access to multiple PMS managers, would require ~6-10 Cr worth of investment in aggressive and moderate risk profiles, respectively. With some of the best advisors across the industry offering their expertise to the portfolio, investors don’t need to open any demat accounts to invest in Kotak Optimus. It eliminates the operational hassle to a great extent

Investment Objective

The investment objective of the Fund will be to carry on the investment activity of a Category III AIF as permissible under the AIF Regulations, so as to achieve capital appreciation and income such as interest, dividend etc. from such investments and also to achieve aggressive appreciation of assets by allocating majority investments to equity instruments and remaining investments to debt instruments.

Structure of Optimus strategy

The investment objective of the Fund will be to carry on the investment activity of a Category III AIF as permissible under the AIF Regulations, so as to achieve capital appreciation and income such as interest, dividend, etc. from such investments. The investment objective of the Fund is to achieve an aggressive appreciation of assets by allocating majority investments to equity instruments and remaining investments to debt instruments.

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Fund Overview

The events that transpired over the last 2-3 years have increased market volatility, with cycles getting shorter. Covid, Geopolitical tensions, and inflation have been the key drivers to the same and led to correction across asset classes. From an investor standpoint, one is looking at how to manage personal wealth and investment portfolios to navigate these turbulent times.

Looking at investors’ needs and the requirement to be nimble-footed in the markets in such volatile times, Kotak introduced the next wave of disruption in managing investors’ wealth – a Discretionary Investment Solution through Kotak Optimus that institutionalized each investor’s investments. Launched in December 2019, Kotak Optimus has over 1000 investors with an AUM of 3019 Cr as of October. We are also proud of the fact that 65%+ investors have re-invested with us during the course of their investing journey. We have seen the pie of discretionary investing rising globally over the last few years, and it is also percolating gradually in India.

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