# Kotak Family Office

Kotak Family Office is a Single Family Office based in Mumbai, India.

## Overview

- **Organization type:** Single Family Office
- **Headquarters:** Mumbai, India
- **Region:** Asia
- **Address:** Mumbai, India
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** https://kotakfamilyoffice.com
- **LinkedIn:** https://www.linkedin.com/company/kotakpvt

## Regulatory record

- **Reports private funds:** No

## About

Uday Kotak established the family office after building Kotak Mahindra Bank into a major Indian financial institution. The office serves the immediate family, including wife Pallavi Kotak and son Jay Kotak, who participates in family wealth decisions alongside his role at Kotak811. The office allocates across private equity, private credit, real estate, infrastructure, hedge funds and collectibles. It executes direct co-investments and SPVs rather than broad fund commitments. Confirmed activity spans growth-stage and late-stage venture in FinTech, healthcare services and mobility. Positions reach Africa, Europe, North America and the Middle East in addition to its Asian base. Team size and headcount remain undisclosed. The office holds residential assets in Mumbai including Shiv Sagar Building and Champagne House at Worli Sea Face. It maintains the Kotak Education Foundation as a separate philanthropic vehicle. No operational events from the last 24 months appear in available records. The structure ties investment decisions directly to the founding principal and immediate family members, with no external LP capital or multi-client platform. This keeps mandate and succession aligned within the Kotak branch.

## Sectors

- FinTech
- Healthcare Services
- Mobility & Transportation
- EdTech
- Industrial Tech
- ClimateTech
- Sports & Wellness

## People

- Uday Kotak — Founder
- Jay Kotak — Family Member
- Pallavi Kotak — Family Member
- Anand Mahindra — Business Partner

## Questions

### Who runs investment decisions at Kotak Family Office?

Uday Kotak sets overall direction. Jay Kotak participates in family wealth strategy alongside his operating role at Kotak811.

### Does Kotak Family Office participate in fund commitments or only direct deals?

The office uses direct co-investments and SPVs. It also holds positions in hedge funds, private credit and secondaries.

### What investment stages does Kotak Family Office typically target?

Activity centers on growth, late stage, pre-IPO and venture capital rounds.

### Does Kotak Family Office maintain philanthropic structures, and how are they separated?

The Kotak Education Foundation operates as a distinct vehicle from the investment office.

### Which sectors does Kotak Family Office focus on?

Sectors include FinTech, healthcare services, mobility and transportation, EdTech, industrial tech, climate tech and sports and wellness.

### How is Kotak Family Office related to Kotak Mahindra Bank?

The office manages personal and family capital of Uday Kotak, the bank's founder, separate from the listed institution.

## Related profiles

- [First Avenue Investment Counsel](https://altss.com/profile/first-avenue-investment-counsel)
- [Carolwood Capital Management](https://altss.com/profile/carolwood-capital-management-karsh-family-office)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/kotak-family-office

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology