Capital in
Tickets come through RM introduction and ops-confirmed funding. Portfolio value updates when principal posts to the ledger.
Private wealth
Wealth management with the discipline of a ledger.
We work with HNI families and family offices on relationship-led mandates — principal, monthly credits, and withdrawals that clear through the desk. This is not a trading platform.
₹25 crore minimum
Subject to desk acceptance
By invitation
Introduction through your RM
Ledger mandate
No trading book
Dual approval
Credits before they post
What we do
Process you can diligence, not a product pitch
Large allocations move through introduction, KYC, funding, and desk-approved credits — with reporting that reads like a bank statement.
Monthly credits
Your assigned rate is confirmed by the RM. Credits clear maker–checker before they show in Activity and Performance.
Family tools
Roadmap, wealth scenarios, nominee details, document vault, and monthly statements — in one quiet investor app.
Withdrawals
Verified payout banks, OTP on sensitive changes, and desk approval. No instant cash-out without those checks.
Scope
What this is — and what it is not
Worth stating plainly before any introduction.
| Kodiac Capital | Not us | |
|---|---|---|
| Product | Private wealth on a ledger mandate | Self-directed trading or signals |
| App | Portfolio, performance, activity | Lots, open positions, FX desk |
| Credits | Assigned rate, dual ops approval | Tick-driven P&L as the product |
| Access | Invitation, RM-led, ₹25 Cr minimum | Open retail signup |
| Payouts | KYC, bank, OTP, desk approval | Instant unauthenticated cash-out |
1
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
Collections instructions, UTR matching, principal posted after approval.
4
Ongoing stewardship
Assigned rate, statements, vault, nominee, and controlled withdrawals.
Desk rhythm
What happens on a live mandate
Illustrative. Your RM confirms dates for your schedule.
Credit posting
Assigned-rate credits batch through maker–checker, then appear in Activity.
Statements
Watermarked monthly statements in the document vault.
Funding & withdrawals
UTR match for deposits; OTP, bank, and desk approval for releases.
RM review
Check-in on roadmap, nominee, and schedule — by appointment.
FAQ
Before you write to the desk
Is this a brokerage or trading app?
No. Kodiac is a private wealth ledger — principal, assigned credits, and controlled withdrawals. There is no self-directed trading book.
What is the minimum?
New mandates from ₹25 crore, subject to suitability and desk acceptance. Introductions are by invitation.
How do credits show up?
Your RM confirms a monthly rate. Credits post only after dual approval, then appear in Activity and Performance — not as a live tick stream.
How do withdrawals work?
Per your signed schedule: KYC approved, verified bank, OTP, and desk approval. The book moves when the ledger posts the release.
Are planners and calculators guarantees?
No. Roadmap and scenarios are illustrative. The posted ledger is what counts.
How do I request access?
Use Private access to email the desk, or ask your introducer to arrange an RM call. We reply where there is a genuine fit.
Speak with the desk
New mandates from ₹25 crore. Introductions are reviewed privately.