Kotak Private is the proposition of the Kotak Mahindra Group, which offers a comprehensive platform covering the entire gamut of financial products & services for its Ultra High Net Worth Individual (UHNI) and High Net Worth Individual (HNI) clients, comprising entrepreneurs, business families, and professionals.
Kotak Private Banking provides end-to-end banking and investment* services, Kotak Alternate Asset Managers Ltd. provides Investment advisory and Family Office services, and Kotak Mahindra Trusteeship Services Limited provides succession and Estate Planning services.
Keeping client centricity at our core, we continuously strive to be your preferred partner through our core values of:
With nearly 20 years of experience, we have maintained our leadership position even during uncertain & volatile times, due to our in-depth understanding of the environment, asset classes and their associated risks, as well as our clients' specific requirements.
Our capabilities to evaluate asset classes go beyond just ratings and financial numbers and thus helps us stand out.
We are committed to providing cutting–edge platforms, products and services across banking, investments, trusteeship and family office and look forward to building lasting relationships with our clients.
Our pioneering spirit is corroborated by the many FIRSTs associated with us –
Social Impact
Investing
Marketing
Initiatives
Customer
Experience
CEO – Private Banking
Kotak Mahindra Bank Ltd.
CEO - Estate Planning & Trusteeship and Head - Family Office
Kotak Mahindra Group
Oisharya Das heads the Wealth Management business at Kotak Mahindra Bank Ltd. and has been an integral part of the Wealth Management business since its inception. She has played an important role in the business growth in India and overseas.
Oisharya chairs the management committee of the wealth management business that drives the business' growth charter. Prior to taking over as CEO of the Wealth Management business in July 2019, as National Director, she spearheaded client relations at a national level, and established the non-resident business as well.
She started her career with the Kotak Mahindra Group in 1994. From 1999 to 2004, she led the private client services business for the eastern region at Kotak Securities. Thereafter, she was responsible for the North, East and the West Regions of the Wealth Management business.
Oisharya is a graduate in Political Science, and has done her Masters in International Relations. She has completed her MBA from IIM Calcutta.
Gautami Gavankar is CEO, Estate Planning and Trusteeship Services at Kotak Mahindra Trusteeship Services. She also spearheads the Family Office practice at Kotak Alternate Asset Managers Ltd.
Gautami joined the Kotak Mahindra Group in 2005 to set up the Estate Planning business at Kotak. She works with families to help them plan their estate in an efficient manner, tailored to meet each client's specific and unique needs. This includes assisting them with setting up onshore and offshore wills and trusts. She has assisted many families with multi-jurisdictional presence in countries like the United States, the United Kingdom etc and has vast experience in dealing with succession issues unique to such families.
Through Kotak's Multi Family Office proposition, Gautami engages in setting up Family Offices and other structures for various UHNI families, and which includes providing assistance with services such as offshore structuring, consolidation of assets and holding structures, immigration planning, philanthropic giving and concierge services.
Gautami has over 23 years of experience in the fields of Estate Planning and Family Offices. Prior to joining Kotak, Gautami worked with Kanga & Company, one of the leading and oldest law firms in India.
Gautami has been at the forefront of the Estate Planning and Family Office landscape in India, advising some of India's most respected families. She is also a frequent speaker at forums on these subjects.
Gautami is a qualified Solicitor, a member of Bombay Incorporated Law Society and a Law Graduate from Mumbai University.
When she is not advising clients, Gautami is interested in trekking, reading and photography.
##Kotak Private is a proposition offered by Kotak Group across multiple entities in the Group. Investment services (distribution and referral) are offered by Kotak Private Banking, housed in Kotak Mahindra Bank Limited. Investment advisory services are offered by Kotak Alternate Asset Managers Ltd. (KAAML). Family office services – Investment related are offered by KAAML and services which are ancillary to investment advisory will be offered by third party service providers, coordinated by KAAML. Estate Planning services are provided by wholly owned subsidiary of Kotak Mahindra Bank, Kotak Mahindra Trusteeship Services Limited. Philanthropy & Social Impact investing services are provided by external experts and are coordinated by Kotak Group.
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