Kriti Chopra

Associate Director

Role: Associate Director at Client Associates
Location: South Delhi, DL, IN
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

Experience

Associate Director
Client Associates
Jul 2023 — Present · Gurugram, IN
A passionate and driven finance professional having more than 18 years of cross functional experience in private wealth management, family offices, investments advisory, Private Banking and retail branch banking across assets and liabilities.

Education

Sri Padampat Singhania High School. Kanpur
12th
1997 — 2000
ICFAI Business School Hyderabad
MBA
2004 — 2006

Skills

Private Wealth Management, Portfolio Planning

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

Associate Director

Education

Sri Padampat Singhania High School. Kanpur

ICFAI Business School Hyderabad

Skills

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