Kotak Mahindra AMC deploys Pascal AI’s agentic platform to strengthen institutional research

Kotak Mahindra Asset Management Company has rolled out an agentic, context-driven AI research platform from Pascal AI to enhance and scale its institutional investment research operations, signalling a measured but strategic step towards AI-assisted decision-making in asset management.

The deployment is aimed at accelerating research turnaround times, broadening coverage and deepening analytical rigour—while keeping governance, data sovereignty and investment philosophy firmly intact. The platform operates within Kotak Mahindra AMC’s secure infrastructure, ensuring proprietary data, research frameworks and judgement remain within the firm’s control.

“Investment research today is shaped by both the quality of insights and the speed at which they are generated,” said Nilesh Shah, MD, Kotak Mahindra Asset Management Company. “We are continuously looking for tools that help our investment teams strengthen conviction without compromising on governance or our philosophy. Pascal AI’s platform integrates with our research context while ensuring data sovereignty ...