Kotak Mahindra Bank Limited
$895M reported client assets across 5 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 3 firms that reported Kotak Mahindra Bank Limited in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2022, 2023 are shown but partial — only FY2022: 1 cohort firms, FY2023: 1 cohort firms. No matched data for FY2018, FY2019, FY2020, FY2021.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Marcellus Investment Managers Private Limited | $378M | $603M | 62.6% | 06/26/2025 |
| Valuequest Investment Advisors Private Ltd | $241M | $2.4B | 9.9% | 06/27/2025 |
| Arohi Asset Management Pte Ltd. | $198M | $1.3B | 14.8% | 06/27/2025 |
| Buoyant Capital Private Limited | $74.9M | $674M | 11.1% | 06/30/2025 |
| Accion Impact Management Llc | $2.9M | $262M | 1.1% | 03/28/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.