Lakshya Verma

Associate-Private Wealth Management || Ex- Standard chartered || M.B.A in Finance and International Business

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

Finance & AccountingView LinkedIn profile

About Lakshya Verma

Finance professional with 10+ years of experience across Private Wealth Management, NRI…

Experience

Associate
Client Associates
May 2025 — Present · Gurugram, IN

Education

Bharati Vidyapeeth
Master of Business Administration (M.B.A.), Finance and International Business
2011 — 2013
University of Rajasthan
Bachelor's Degree, Commerce
2007 — 2010

Skills

Financial Analysis
Business Analysis
Arbitrage
Management
Equity Derivatives
Finance
Banking

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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About Lakshya Verma

Experience

Associate

Education

Bharati Vidyapeeth

University of Rajasthan

Skills

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