Kavita Bothra

Working with female clients: Building trust, influence and legacy

Current Membership Year:
2026
Total Membership Years:
5
Court of the Table Honors:
4
Top of the Table Honors:
4
English
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Women today are shaping and controlling unprecedented levels of wealth, yet many advisors unintentionally sideline their voices. Bothra explains the behavioral nuances of working with female clients — how trust is built differently, why context matters more than numbers and how inclusive conversations transform relationships.

Kavita Bothra is the founder and partner of the financial firm Primassure LLP. With more than 20 years of experience in the profession, she focuses on life insurance, retirement planning and guiding women and families toward long-term financial security. As a strong advocate for women’s financial empowerment, Bothra has spoken at global forums, mentors advisors and is recognized for her empathetic, practical approach to wealth and legacy planning. She also holds a science degree and personal finance professional certification.