About kotak private

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.

our keydifferentiators

Core values

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
Experience in the Indian Wealth Management industry

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.

Philosophy and framework
  • Asset allocation oriented approach
  • Portfolio discipline
  • Transparent fee structure
  • Open architecture model
Providing cutting-edge platforms, products and value added services

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.

Pioneering spirit

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.
Seamless execution and reporting
  • 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.
Customer experience through innovative digital platform & solutions and innovative marketing initiatives
  • 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.

ourleadership

Oisharya Das

CEO – Private Banking
Kotak Mahindra Bank Ltd.

Gautami Gavankar

CEO - Estate Planning & Trusteeship and Head - Family Office
Kotak Mahindra Group

Oisharya Das

Oisharya Das heads the Private Banking business at Kotak Mahindra Bank Ltd. and has been an integral part since its inception. She has played an important role in the growth of the business, both in India and overseas.

Oisharya chairs the management committee of Kotak Private Banking that drives the business’ growth charter. Prior to taking over as CEO, Oisharya was the National Director where 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, Oisharya 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 Private Banking 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

Gautami Gavankar is CEO, Estate Planning and Trusteeship Services at Kotak Mahindra Trusteeship Services. She also spearheads the Family Office practice at Kotak Investment Advisors 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.

ouraccolades

  • 2021-2022
  • 2020-2021
  • 2019-2020
Best Private Bank for Entrepreneurs - Global

Global Finance's Private Bank Awards 2022

Best for Capital Markets and Advisory, India

Euromoney Private Banking and Wealth Management Survey, 2022

Best for Serving Business Owners, India

Euromoney Private Banking and Wealth Management Survey, 2022

Best Private Bank, India

FinanceAsia Country Awards, 2021

Best Private Bank, India

Asiamoney Private Banking Awards, 2021

Best for High Net Worth Clients, Asia

Asiamoney Private Banking Awards, 2021

Ranked No. 1 on AUM League Table

Asian Private Banker League Table, 2020

Best private bank for digitally empowering relationship managers, Asia

PWM's Wealth Tech Awards, 2021

Best Private Bank, India

The Asset Triple A Private Capital Awards for Private Banks, Wealth & Investment Advisers, Solutions and Index Providers 2021

Best Private Bank, India

FinanceAsia Country Awards, 2020

Best Private Bank, India

Asiamoney Private Banking Awards, 2020

Best for High Net Worth Clients, Asia

Asiamoney Private Banking Awards, 2020

Best For Investment Research

Asiamoney Private Banking Awards, 2020

Best private bank for digital customer service

PWM's Wealth Tech Awards, 2020

Ranked No. 1 on AUM League Table

Asian Private Banker League Table, 2019

Best Private Bank - High Net Worth Clients

The Asset Triple A Private Capital Awards for Private Banks, Wealth & Investment Advisers, Solutions and Index Providers 2020

Best Private Bank - India

The Banker - Global Private Banking Awards, 2020

Best Private Bank, India

Euromoney Private Banking and Wealth Management Survey, 2021

Best for Super Affluent Clients

Euromoney Private Banking and Wealth Management Survey, 2021

Best for Capital Markets and Advisory

Euromoney Private Banking and Wealth Management Survey, 2021

Best for Family Office Services

Euromoney Private Banking and Wealth Management Survey, 2021

Digital Private Bank of the Year

The Asset Triple A Digital Awards, 2021

Excellence In Crisis: Client Services (Asia Pacific)

Global Finance Private Bank Awards 2021

Ranked No. 1 on AUM League Table

Asian Private Banker League Table, 2018

Best Private Bank, India

The Banker - Global Private Banking Awards, 2019

Best Private Bank for New Customer Segments Globally.

Global Finance Private Bank Awards 2019

Best Private Bank

AIWMI, 2019

##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, which is a division of Kotak Mahindra Bank Limited. Investment advisory services are offered by Kotak Investment Advisors Limited (KIAL). Family office services – Investment related are offered by KIAL and services which are ancillary to investment advisory will be offered by third party service providers, coordinated by KIAL. 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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