Biswajit Roy

Associate vice president - Wealth Analytics

Role: Associate Vice President at Client Associates
Location: Gurugram, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Associate Vice President
Client Associates
Oct 2018 — Present · Gurugram, IN
I am responsible for preparing Financial Plans, handling Portfolio Analysis by analysing new & existing portfolios. Also responsible for portfolio optimisations through investment recommendations based on various parameters, taking care of Monthly Portfolio reporting and working on Financial tool – Morningstar.

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@clientassociates.com
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••

Unlock verified contacts

Free to start · No credit card required

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

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Experience

Associate Vice President

Find verified contacts for anyone on LinkedIn