Madhu Kumar

Multi Family Office | Offshore Trusts & Investments | Succession Planning | Private Banker

Role: Private Banker at Client Associates
Location: Kochi, KL, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Madhu Kumar

Currently serving as a Private Banker at Client Associates, a distinguished multi-family…

Experience

Private Banker
Client Associates
May 2024 — Present · Kochi, IN
Multi Family Office | Investment Advisor | Estate Planning | Lending Solutions | Investment Banking

Education

Madras University
Master of Business Administration - MBA

Skills

Banking
Risk Management
Team Management
Portfolio Management
Business Strategy
Bank Relationship Management
Relationship Management
Cross Selling
Customer Service
Business Planning
New Business Development
Profit Center Management
Business Analysis
Marketing Strategy
Business Development
Wealth Management
Private Banking
Investments
Wealth Management Services
Management
Retail Banking
Business Intelligence

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 Madhu Kumar

Experience

Private Banker

Education

Madras University

Skills

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