In this episode of Callveriq Conversations, Sweety Samaiya, SVP – Product & Growth Lead, Investments & Insurance at Kotak Mahindra Bank, joins the host to explore the future of digital wealth management in India.
For decades, wealth management was built around relationships, personal advisors, and exclusive access. Today, a new generation of investors expects everything to be digital, personalized, and instant — and banks like Kotak are reimagining how they deliver it.
From her unconventional journey through IIT Roorkee and IIM Lucknow to leading digital wealth initiatives at Kotak, Sweety shares insights on the evolution of investing, digital transformation in financial services, customer engagement, and the growing role of AI in wealth management and insurance.
In this conversation, you'll learn:
- The future of digital investing in India
- How banks build wealth products for modern investors
- Wealth management and customer experience at scale
- AI and automation in banking, investments, and insurance
- Career lessons from an unconventional fintech journey
Whether you're a banking leader, fintech enthusiast, product manager, or investor, this episode offers a clear view into the future of wealth management.
Watch the full conversation now.
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