Priyal Jindal

Senior Analyst at Client Associates - Wealth Management

Role: Senior Analyst at Client Associates
Location: New Delhi, DL, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Priyal Jindal

MBA - Finance Specialisation | Bachelor of Accounting & Finance | Deputy Manager at…

Experience

Senior Analyst
Client Associates
Dec 2022 — Present · Gurugram, IN

Education

Xavier Institute Of Management and Research
Master of Business Administration - MBA
2017 — 2019
Parle Tilak Vidyalaya Associations Mulund College of Commerce
Bachelor of Commerce (B.Com.)
2011 — 2014
Saraswati Education Societys High School & Junior College
Business/Commerce, General
1998 — 2011

Skills

Leadership
Kpi Dashboards
Microsoft Powerpoint
Business Communications
Qlikview
Lean Six Sigma
Green Belt Training
Quality Improvement Tools
Teamwork
Basic Sql
Accounting
Business Analytics
Microsoft Excel
Microsoft Word
Six Sigma
Quality Assurance
Excel Dashboards
Microsoft Office
Management
Statistics

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 Priyal Jindal

Experience

Senior Analyst

Education

Xavier Institute Of Management and Research

Parle Tilak Vidyalaya Associations Mulund College of Commerce

Saraswati Education Societys High School & Junior College

Skills

Find verified contacts for anyone on LinkedIn