Pallavi Srivastava

WORK HISTORY

EDUCATION

ABOUT PALLAVI SRIVASTAVA

With over 16 years of experience across various roles in banking and wealth management, I bring a strong foundation in cultivating and maintaining positive, lasting relationships with clients. As a Deputy Vice President at Private Client Group Kotak Securities, I am dedicated to delivering bespoke financial solutions tailored to meet the unique goals of each wealth client.What excites me about working with Private Client Group is its exclusive service model that brings diverse investment opportunities under one roof, enabling personalized and holistic wealth management. Helping clients achieve their financial aspirations through customized strategies is both rewarding and motivating.I provide access to a full spectrum of services: Investment Advisory & Portfolio Management Comprehensive Financial Planning & Asset Allocation Risk Management & Tax Optimization Estate & Succession Planning Private Equity, Venture Capital & Angel Investment Opportunities Developed and implemented customized wealth management strategies tailored to individual client needs and aspirations. Promoted a diverse portfolio of Kotak Group’s financial products to deepen client engagement and asset under management. Worked in tandem with internal teams to align client portfolios with evolving market trends and research insights. Led regular portfolio performance reviews and risk assessments, enhancing client confidence and satisfaction. Proactively engaged prospective clients and nurtured relationships to build a robust and loyal client base. Adhered to all KYC, SEBI, and complianceguidelines governing private banking.Let’s connect if you’re seeking a trusted partner in your wealth journey.For more information, feel free to click the link