Guiding clients with their succession planning

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Gautami Gavankar, Executive Director, Trusteeship Services, Kotak Mahindra Bank tells Hubbis about how the team she leads helps its clients with succession planning within India’s myriad regulatory and societal challenges.

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1. What does your team do within Kotak?

2. Is succession and wealth planning becoming a more important?

3. Because you are bank owned does that represent a conflict of interest?

4. Can you give some examples of specific needs clients have and how you help them?

5. How are you building and enhancing your business?

Video transcript

1. What does your team do within Kotak?

2. Is succession and wealth planning becoming a more important?

3. Because you are bank owned does that represent a conflict of interest?

4. Can you give some examples of specific needs clients have and how you help them?

5. How are you building and enhancing your business?

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