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Profile

Shobhit Mathur
Senior Director & Head - Advisory
Kotak Investment Advisors

Shobhit Mathur heads the portfolio advisory division at Kotak Investment Advisors Limited. Shobhit joined Kotak Mahindra Bank in 2008 and has more than 13 years of experience across equities, interest rates and forex related India and Offshore investments. From 2012 to 2019, Shobhit was part of the Investment Committee of various large family office clients at Kotak Wealth Management, and advised over 200 UHNI families on their portfolio and investment strategies. Prior to that, from 2008 to 2012, Shobhit led the structured products division at Kotak Mahindra Bank where he was instrumental in structuring products with underlying equity stocks, indices and equity derivatives. Before joining Kotak, Shobhit was a product expert on interest rates and foreign exchange linked structured products and dealt with investment and treasury solutions for individual and corporate investors at ICICI Bank Ltd. He is an engineering graduate from IIT-BHU and has completed his MBA in Finance from XLRI, Jamshedpur.