Nikhil Gupta

Family Office Investing | AIWMI \'40 under 40\' Investment Professional

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

General Business & ManagementView LinkedIn profile

Experience

Executive Director
Client Associates
May 2022 — Present

Education

Indian School of Business
MBA, Analytical Finance and Marketing
2010 — 2011
JSS Academy of Technical Education
Bachelor of Technology, Electrical Engineering
2002 — 2006

Skills

Financial Modeling
Business Transformation
Management Consulting
Business Analysis
Business Strategy
Portfolio Management
Competitive Analysis
Entrepreneurship
Finance
Pmo
Business Intelligence
Business Development
Valuation
Emerging Markets
Financial Services
Investments
Innovation Management
Consulting

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

Executive Director

Education

Indian School of Business

JSS Academy of Technical Education

Skills

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