We use cookies for analytics and ads to improve your experience. You can accept or decline. See our Privacy Policy.
Your Private CFO
Pioneer Client Associates Private Limited (trading as Client Associates) is India's first Multi-Family Office (MFO), founded in May 2002 by senior private bankers Himanshu Kohli and Rohit Sarin. The firm is one of India's premier wealth management companies, offering comprehensive multi-family office solutions backed by superior forecasting across all major asset classes. With a team of over 150 private bankers across eleven offices — Gurugram (Head Office), Ahmedabad, Bengaluru, Chennai, Guwahati, Hyderabad, Kochi, Kolkata, Mumbai, Patna, and Pune — Client Associates manages the wealth of over 1,300 HNI and UHNI families and oversees more than USD 6 billion in AUM. The firm's service suite spans Family Office, Private Wealth Management, Estate & Succession Planning, Real Estate Advisory, Investment Banking, Lending Solutions, Insurance, and Immigration Services. Client Associates is ideally suited for families with managed wealth of USD 10 million and above, acting as a 'Family CFO' for each client.
Client Associates was built on the dream of setting up a truly honest, client-oriented private wealth management practice. Its foundation rests on honest, independent, and conflict-free wealth management. The firm operates with three core pillars — Trust, Talent, and Transparency — and acts as a Private CFO to India's ultra-wealthy, guiding them in managing, preserving, and growing their wealth in a structured, client-first manner. Using an open-architecture philosophy, Client Associates provides unbiased advice across third-party investment opportunities alongside its proprietary CAAF fund, ensuring recommendations are based purely on client interests. Investment advice is grounded in globally accepted methods, research-based analysis, and proprietary mathematical models proven by data science.
Himanshu Kohli
Co-Founder
Himanshu co-founded Client Associates in 2002 — India's first Multi-Family Office — with nearly three decades of experience in Investment Banking and Private Banking. Before CA, he worked with Deutsche Bank Private Banking, DSP Merrill Lynch, and London Forfaiting Group. He pioneered the family office concept in India and developed Portfolio Reallocation, a proprietary risk management technique. Awarded Entrepreneur of the Year - Innovation in Financial Services (Entrepreneur India 2023), Outstanding Young Private Banker 2010, Wealth Management Thought Leader 2019 by AIWMI, and Most Prominent Asian Leader by Citywealth, UK. Holds B.Com (Hons) from SRCC and MFC from the University of Delhi.
Rohit Sarin
Co-Founder
Rohit co-founded Client Associates in 2002 with three decades of experience in Family Offices and Private Banking. Before CA, he worked with Deutsche Bank, ANZ Grindlays Bank, and Kotak Bank. He authored the best-selling book 'Unlocking Wealth: Secrets to Getting Rich at Any Age' and is a Charter Member of TiE (The Indus Entrepreneurs). Conferred Grandfatheree status of Certified Financial Planner (CFP) in 2003 by FPSB India. Holds a Bachelor's degree in Planning from School of Planning & Architecture, Delhi and a Master's in Finance from the University of Delhi; honored with the Distinguished Alumnus Award from the Department of Financial Studies, University of Delhi.
Abhimanyu Nair
Managing Partner - Wealth
Abhimanyu has been with Client Associates since 2009. A seasoned private banker with over three decades of experience, he manages wealth portfolios for some of the biggest and most distinguished business families, senior corporate heads, and self-employed professionals in NCR. He began his professional journey in 1993 across Banking, Financial Services, and Private Wealth.
Abhishek Khudania
Managing Partner - Wealth
No insights published yet.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Ankit Jain
Executive Director & Head - Real Estate
Ankit has close to two decades of work experience, well-known for excellent client relationships and comprehensive knowledge of the real estate market. His team has a history of successfully closing transactions in Delhi-NCR, Mumbai, and Goa. His strategic thinking aids clients in positioning real estate within their overall portfolios to maximise returns, optimise liquidity, and reduce taxation while maintaining focus on succession planning.
Ashish Sharma
Executive Director & Head - Technology & Information
Ashish has 24+ years of experience in creating and managing IT systems. He joined Client Associates in 2008 with the mandate to provide best-in-class Family Office Portfolio Management System. He heads the technology team and is responsible for CA's Mobile Application, Client Reporting Framework, and internal systems.
Chatradhar Paritala
Executive Director - Wealth
Chatradhar joined Client Associates in 2009 to lead the Hyderabad Practice. A consummate private banker with over 20 years of deep experience, he is a strategic thinker and collaborative leader who believes in thorough understanding of clients' social, cultural, and familial needs to provide a holistic family office experience.
Donald D'Souza
Managing Partner - Investment Banking
Donald joined Client Associates in 2023 with over 28 years of experience in assisting India's leading corporates and private equity groups. His expertise lies in originating and executing a wide range of financial transactions including IPOs, QIPs, Rights issues, GDRs/ADRs, block deals, mergers and acquisitions, and private equity transactions.
Eshan Saxena
Executive Director - Wealth
Eshan is a seasoned private banker with over 15 years of experience specializing in managing multiple Family Offices. He started his career in 2008 and holds an advanced credential in Financial Planning modeled on the CFP framework. At CA, he leads a significant team, manages a diverse clientele across major Indian cities, plays a key role in research initiatives, and actively mentors new team members.
Garima Gulati Bhutani
Director - HR, Communications & Strategy
Garima leads CA's Human Resources, Team Building, and Communications vertical with 18+ years of experience in Technology and Platform functions. She is a keen learner with an in-depth understanding of people and processes, and is an active community volunteer in environment, equity & inclusion, social entrepreneurship, and public policy.
Gaurav Sethi
Executive Director - Wealth
Gaurav has been with Client Associates since 2008 with over 17 years of experience in Private Banking and Investments. His expertise spans retirement planning, tax-efficient investment strategies, and estate planning. Before CA, he served with Kotak Securities and Vertex India.
Joseph Mathew
Executive Director - Wealth
Joseph has been with Client Associates since 2007 and has played multiple roles across his 15+ year tenure. He manages a healthy mix of individual, family, and treasury clients PAN India, leads a team in NCR with active focus on scaling Kochi and other growing markets.
Joseph Thomas
Managing Partner & Co-Chief Operating Officer
Joseph Thomas oversees Operations, Compliance, and Technology at Client Associates. With over two decades of leadership experience at Franklin Templeton, Bank of America, Dell, Infosys, and Bharti India, he specializes in strategic workforce planning, talent transformation, organizational design, and HR integration during M&A. Postgraduate in Human Resources from Pune University.
Mayank Sharma
Director & Head - Asset Allocation and Products
Mayank leads Asset Allocation and Product Strategy at Client Associates with over 16 years of experience in wealth management. Previously held senior positions at Standard Chartered Bank, Edelweiss Global Wealth Management, and DBS Bank. Awarded '40 under 40 Alternative Investment Professionals in India 2022' by Equalifi. IIM Calcutta alumnus and holds a global certification from the Retail Banking Academy (UK).
Nikhil Gupta
Executive Director - Wealth
Nikhil has been with Client Associates since 2016 with 16+ years of expertise in financial research and wealth management. A CFA charter holder, he previously headed Asset Allocation at the firm responsible for macro research, fund manager selection, and institutionalizing investment processes. In 2019, was recognized by AIWMI as part of '40 under 40' Alternative Investment Professionals.
Nitin Aggarwal
Director & Head - Investment Research
Nitin brings 17+ years of rich experience in wealth management, investment research, and strategic consulting. He spearheads CA's investment research vertical and shapes investment strategies and portfolio recommendations. Prior experience includes BCG (consulting) and Fidelity Investments. A CFA Charter holder and core member of the leadership team.
Pradeep Sangunni
Executive Director - Wealth
Rahul Nair
Managing Partner - Wealth
Rahul has been part of Client Associates from the very first year of its inception in 2002. Over the years, his expertise and integrity have helped him become a trusted advisor and private banker of great repute. He and his team manage the private wealth of some of the wealthiest families in NCR.
Rakesh Khanna
Director - Finance & Compliance
Rakesh is a Chartered Accountant with 20+ years of experience in Finance & Accounts, Controllership, Taxation, Corporate Advisory, Compliance, and Legal Operations. He joined CA in 2020 to enhance and strengthen its compliance framework. Has previously served as Principal Officer and local director for organisations in the technology space.
Rishabh Khanna
Executive Director - Wealth
Rishabh joined Client Associates in 2024 and leads a team managing wealth portfolios for UHNI individual and family office clients. With over 15 years of experience in private banking and wealth management, he plays a key role in expanding the firm's presence in Delhi-NCR through a consultative and research-driven approach. Academic foundation from ICFAI Business School, Hyderabad.
Sourish Pal
Director - Real Estate
Vandita Saran
Executive Director - HR
Vinay Kumar
Director - Estate & Succession Planning
Vinay leads Estate & Succession Planning at Client Associates with over 16 years of experience in wealth management. A trusted advisor to HNIs and families, he provides bespoke solutions addressing estate planning and global mobility. Holds an MBA in Finance from Delhi University (Department of Financial Studies), a Master of Business Laws from National Law School Bangalore, and is an alumnus of SRCC and IIM Calcutta (Executive Programme in Growth Strategies).
Vishal Bajaj
Executive Director - Wealth