Dharmendra Jain

Senior Vice President

Kotak Mahindra Bank


Dharmendra is the head of Investment Products and Solutions at Kotak Private since December 2018. He charts out the investment strategy across asset classes suitable for HNI/UHNIs, domestic corporates and non-resident Indians. Product conceptualization and development, scanning best-in-class product providers, due diligence and marketing through internal stakeholders are key objectives. He is a part of leadership team in Kotak Private and is an official spokesperson for Kotak Investment Advisors. He has an overall experience of more than 2 decades with more than 16 years in wealth management. Prior to Kotak, he was the Head of Investment Solutions at ASK Wealth Advisors, a boutique wealth and asset management firm. He was a part of the key leadership and strategy team in his 7 years stint with ASK. He has also worked in ICICI Bank between 2006 to 2011 in International Banking Group assisting NRI clients for their investments in India products. He is a Bachelor of Commerce from St. Xavier’s College, Kolkata and a Chartered Accountant.

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India’s Evolving Wealth Market and Curating Winning Investment Portfolios for Private Clients The wave of India’s private wealth has been rising across the board – from the mass affluent segment to HNW and UHNW clients – for some years now, and all that money needs to be invested somewhere, at home or overseas, in public or in private markets. Bryan Henning, Head of International for the fam....

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