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.
our keydifferentiators
Keeping client centricity at our core, we continuously strive to be your preferred partner through our core values of:
- trust
- simplicity
- prudence
- ethical business conduct
- transparency
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.
- Asset allocation oriented approach
- Portfolio discipline
- Transparent fee structure
- Open architecture model
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 –
- Kotak was the first private banking business to offer family office services.
- On the alternates front, Kotak continued to innovate by providing access to India's first ever REIT offering.
- We offer seamless execution through automation and digitisation of processes, to give assisted as well as DIY solutions to our clients basis their needs.
- Our portfolio analytics platform offers customised reviews and reports and facilitates portfolio tracking anytime, anywhere.
- Being at the forefront of digital innovation for a seamless customer experience, we offer an integrated platform of convenient and secure digital solutions anytime, anywhere.
- Our engagement programmes 'NexGen Connect' and 'Leading Ladies' are curated for our millennial and women clients, for an in-depth knowledge and learning experience on financial concepts through interaction with renowned industry experts.
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ourleadership
Oisharya Das
CEO – Private Banking
Kotak Mahindra Bank Ltd.
Oisharya Das
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.
