Automation has become a cornerstone of Kotak AMC's digital transformation strategy, helping us scale operations, improve control frameworks, and deliver faster, more reliable services in a highly regulated environment.

Ananth Subramanian,
Sr. EVP & Head IT, Kotak Mahindra AMC Ltd

83%

faster Bloomberg updates

82%

faster fund settlements

60%

faster SID migration

Accelerating Investment Operations Through Intelligent Automation

Kotak AMC orchestrated critical investment workflows across reporting, reconciliation, and fund operations, creating faster execution, stronger governance, and a scalable operating model.

The Challenge

Multiple disconnected systems
Manual financial processing
Repetitive reporting activities
Risk of processing errors

The Solution

End-to-end workflow automation
Automated reconciliation & reporting
Intelligent data validation
Integrated stakeholder notifications

The Result

Up to 83% faster execution
Standardized financial workflows
Better operational visibility
More time for analysis

Review Products

Products used

Automation 360
Document Automation
Automation Co-Pilot

Explore the Platform

Transforming Investment Operations Through Intelligent Orchestration

Investment operations depend on accurate information flowing seamlessly across multiple financial systems. At Kotak AMC, manual reporting, reconciliation, and fund administration workflows slowed execution and increased operational complexity. Working with Automation Anywhere, the organization orchestrated these processes through intelligent automation, standardizing how information moves across investment operations. Processing times improved by up to 83%, reporting became faster and more consistent, and teams shifted from manual processing to higher-value financial analysis, creating a scalable operating model for continued growth.

Scaling Intelligent Investment Operations

Building on intelligent orchestration across investment operations, Kotak AMC is expanding AI-powered automation into additional financial workflows, creating a more autonomous, scalable, and resilient operating model.