Donald Dsouza

Head - Investment Banking, Client Associates

Role: Head of Investment Banking at Client Associates
Location: Mumbai, MH, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Head of Investment Banking
Client Associates
May 2023 — Present · Mumbai, IN

Education

National Institute of Technology Karnataka
Bachelor of Engineering, Electrical and Electronics Engineering
1986 — 1990
Indian Institute of Management Ahmedabad
PGDM, Finance, General
1993 — 1995
St. Xavier's College
High School, Science
1984 — 1986

Skills

Equity Research
Business Development
Strategy
Mergers & Acquisitions
Equities
Financial Modeling
Business Strategy
Portfolio Management
Banking
Investment Banking
Valuation
Corporate Finance
Capital Markets

Contact information

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

Head of Investment Banking

Education

National Institute of Technology Karnataka

Indian Institute of Management Ahmedabad

St. Xavier's College

Skills

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