Capital stewardship
Large tickets enter through RM introduction, KYC, and ops-confirmed funding. Portfolio value moves when the ledger posts.
Private wealth
The expertise of wealth management. The discipline of a ledger.
Kodiac Capital serves HNI families and family offices with relationship-led mandates — principal, assigned credits, and controlled withdrawals. Not a trading venue.
₹25 crore minimum
New mandates · desk acceptance
By invitation
RM-led introduction only
Ledger mandate
No trading book / lots
Dual-control credits
Maker–checker before posting
Our expertise
Built for principals who expect private-bank process
Customised stewardship on a quiet investor platform — with desk controls families can diligence.
Credit discipline
Monthly credits follow your assigned rate and clear maker–checker before they appear in Activity and Performance.
Family office tooling
Capital roadmap, wealth scenarios, nominee clarity, document vault, and monthly statements.
Banking rails
Verified payout accounts, OTP on sensitive changes, and desk-approved withdrawals — never instant unauthenticated cash-out.
Confidential reporting
Watermarked documents and named-client circulation. Mandates are not marketing case studies.
Relationship desk
Suitability, rate assignment, and escalation through your RM — authority stays on the desk so the app stays calm.
Distinction
What this desk is — and is not
Clarity is a fiduciary signal.
| Dimension | Kodiac Capital | Not this platform |
|---|---|---|
| Product | Private wealth on a ledger mandate | Self-directed trading / signals |
| Interface | Portfolio · performance · activity | Lots · open positions · FX chrome |
| Credits | Assigned rate · dual ops approval | Tick-driven P&L as the product |
| Access | Invitation · RM-led · ₹25 Cr minimum | Open retail signup funnels |
| Payouts | KYC · bank · OTP · desk approval | Instant unauthenticated cash-out |
1
Private introduction
Suitability with the relationship desk. Invitation only. Minimum ₹25 crore.
2
Identity & banking
KYC review and verified payout accounts on the investor platform.
3
Funding at scale
Collections instructions, UTR matching, principal posted after approval.
4
Assigned credits & stewardship
Rate confirmed by RM; reporting, vault, nominee, and controlled withdrawals.
Platform
Investor calm. Desk authority.
For principals
Home net worth, portfolio value, and activity that reads like a private bank statement — deposits, credits, withdrawals.
Planning surfaces are clearly illustrative — never sold as guarantees.
For the desk
Maker–checker profit batches, deposit and withdrawal queues, KYC and bank verification, support cases, and audit-minded posting.
Investor calm exists because authority stays on the desk.
Desk calendar
Operating rhythm principals can plan around
Illustrative cadence for an active mandate. Your RM confirms exact dates for your schedule.
Credit posting window
Assigned-rate credits batch through maker–checker, then appear in Activity and Performance.
Statement release
Watermarked monthly statements land in the document vault for named-client circulation.
Funding & UTR match
Collections instructions, UTR submission, and principal posting after ops confirmation.
Withdrawal review
OTP · verified bank · desk approval. Book moves only when the ledger posts the release.
KYC & bank verification
Identity review and payout-account verification before any release of funds.
RM stewardship review
Relationship check-in on roadmap, nominee clarity, and any schedule changes — by appointment.
Insights
Desk briefings for private clients
Process and governance notes from the private client desk — not market tips or guaranteed returns.
Governance
Why dual approval matters on every credit
Maker–checker is not theatre. Credits reach the investor ledger only after two desk controls clear — so Activity never invents a tick stream.
Operations
Reading your Activity like a bank statement
Deposits, credits, and withdrawals are ledger lines. Planners and scenarios stay labelled illustrative — the posted book is authoritative.
Access
What “by invitation” actually means
Suitability first. Minimum ₹25 crore. We respond to genuine introductions — not open retail funnels or signal-marketplace signups.
FAQ
Questions families ask before introduction
Is Kodiac Capital a trading or brokerage platform?
No. It is a private wealth ledger mandate — principal, assigned credits, and controlled withdrawals. There is no self-directed trading book, lots, or live FX desk product.
What is the minimum mandate?
New mandates are intended from ₹25 crore, subject to desk acceptance and suitability. Introductions are RM-led and by invitation.
How do credits appear in the app?
Your RM confirms an assigned monthly rate. Credits post only after maker–checker approval, then show in Activity and Performance — never as a live tick stream.
How do withdrawals work?
Per your signed schedule: KYC approved, verified payout bank, OTP, and desk approval. The book moves when the ledger posts the release.
Are planners and calculators guarantees?
No. Roadmap, wealth scenarios, and returns calculators are illustrative. The posted ledger is authoritative.
How do I request access?
Use Private access to open a confidential email to the desk, or ask your introducer to arrange an RM conversation. We respond only where there is a genuine fit.
Begin a confidential conversation
New mandates start at ₹25 crore. Introductions are reviewed by the private client desk.