Bhanu Kapur

Executive Director - Operations & Compliance at Client Associates

Role: Executive Director - Operations & Compliance (Wealth Management & Alternate Investment Funds) at Client Associates
Location: West Delhi, IN
LinkedIn followers: 500 followers

About Bhanu Kapur

An operations professional with over 22 years of proven experience across Operations, Customer Management and Sales domains in Banking, Wealth Management and Telecommunication industries. Proficient in setting up and running complex operations, handling large teams and driving projects from conceptualization and implementation.

Experience

Executive Director - Operations & Compliance (Wealth Management & Alternate Investment Funds)
Client Associates
Sep 2021 — Present · Gurugram, IN
Manage & Oversee :Launch of Alternate Investment Fund (CA - AIF)Regulatory & Compliance - Head Compliance Fund Administration & Accounting Client Services Creating a Asset Management Structure - Holding Co/Subsidiary LLP structure

Contact information

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Work email
•••••@clientassociates.com
Personal email
•••••@•••••.com
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Current company

Client Associates

Financial Services · 291 employees · Founded 2002 · Gurugram, Haryana, India

Client Associates (CA) was founded as India’s first Multi Family Office firm 22+ years ago by first generations private bankers, Rohit Sarin (https://www.linkedin.com/in/rohit-sarin-3ba0225/) and Himanshu Kohli (https://www.linkedin.com/in/himanshu-kohli-193998/) . Over the years, the firm has grown organically and it is the largest multi-family office in India both in terms of number of HNI/UHNI families being catered to and the size of assets. Our client-centric portfolios give exclusive access to the best investment opportunities across various asset classes. This ensures that our clients are not only able to protect their wealth but also grow it to live the lifestyle they aspire for, and to be able to successfully pass on the riches to future generations. Innovative investment strategies uncorrelated with traditional asset classes curated by CA helps our clients ride the market volatility and therefore retain their risk appetite. We have demonstrated a track record of outperformance in 9 out of 10 years on set industry benchmarks. Our clientele comprises of informed and discerning wealth owners, including high-profile Corporate Heads, Successful Professionals & Entrepreneurs, Eminent Business Owners, and reputed private institutions. Together, they represent the most successful strata of our society. Pioneer Client Associates Private Limited is a SEBI-registered entity (Registration No.: INA10•••••60). For further information and applicable regulatory disclosures, we kindly invite you to visit the Legal page on our website.

clientassociates.com

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About Bhanu Kapur

Experience

Executive Director - Operations & Compliance (Wealth Management & Alternate Investment Funds)

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