L o a d i n g
HI
Lakshmi Iyer

CEO-Investment & Strategy, Kotak Alternate Asset Managers Ltd

My success has been shaped by a strong analytical mindset, strategic thinking, and adaptability. Managing fixed-income funds through fluctuating interest rate cycles required deep market insight and the ability to make informed decisions under uncertainty. Additionally, my ability to develop innovative investment products and engage with global investors has been key to my growth. These skills were honed through years of hands-on experience, continuous learning, and an unwavering focus on delivering value to investors. The financial industry is constantly evolving, with market volatility and economic uncertainties being inevitable. I have learned to navigate tough times by staying disciplined, focusing on data-driven decision-making, and maintaining a long-term perspective. Resilience and adaptability are crucial—I have seen interest rates fluctuate drastically, yet each phase has brought new opportunities. The key lesson is to remain composed, embrace change, and always be prepared with a strategy. My contributions go beyond managing investments—I have played a role in shaping India’s asset management landscape by introducing innovative products, including ETFs, and working on valuation frameworks. Through leadership, I have mentored professionals in the industry and actively participated in discussions that influence investment strategies. Recognitions such as being among the Top 25 Most Influential Women in Asset Management in Asia reflect the impact of my work in the financial community. One defining moment was leading the fixed-income investment strategy at Kotak Mahindra Asset Management, overseeing assets worth over ₹1,25,000 crore. Additionally, spearheading ETF strategies and receiving global recognition for them marked a milestone in my career. Transitioning to a leadership role as CEO at Kotak Alternate Asset Managers has been another significant step, allowing me to shape investment solutions on a larger scale. Success, for me, is about continuous evolution—learning, adapting, and creating value. It’s not just about financial returns but also about building sustainable investment strategies and empowering the next generation of financial professionals. Moving forward, I aim to further expand investment solutions across asset classes, strengthen investor confidence, and contribute to the growth of India’s alternate investment space.

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Years of
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Happy
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Awards &
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Personality Traits

01

Cognitive Agility

Quickly adapting to new ideas, problems, or environments while thinking flexibly.

02

Overcome Challenges

Facing obstacles with determination and finding solutions to move forward.

03

Relationship Building

Cultivating meaningful and enduring connections with others.

Key Skills & Tools

Here are the key skills and tools that define my expertise

Financial Analysis
Investment Management
Financial Planning & Analysis (FP&A)

My Experience

Nov 2022 - Present

CEO - Investment & Strategy

Kotak Alternate Asset Managers Limited · Full-time
Nov 1999 - Nov 2022

President, CIO-Debt & Head-Products

Kotak Mahindra Asset Management
Apr 1997 - Aug 1997

Research Analyst

Credence Analytics (India) Pvt. Ltd.

My Education

Apr 1998 - Aug 2000

Master of Business Administration

SVKM's Narsee Monjee Institute of Management Studies (NMIMS)

Let’s work together!

I’m excited to connect with you. I’ll reach out soon to explore how we can work together and bring our ideas to life!