Shivani Aggarwal

CFP , AFP Cleared

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

Finance & AccountingView LinkedIn profile

Experience

Analyst
Client Associates
Feb 2022 — Present · Gurugram, IN

Education

PGDAV College
Bachelor of Commerce
2015 — 2018
International College Of Financial Planning
Associate Financial Planner
2019 — 2021
SVKM's Narsee Monjee Institute of Management Studies (NMIMS)
Master of Business Administration - MBA
2021 — 2022
Apeejay school Sheikh Sarai
Higher secondary education
2015
Apeejay School Sheikh Sarai
Secondary education
2013

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

Analyst

Education

PGDAV College

International College Of Financial Planning

SVKM's Narsee Monjee Institute of Management Studies (NMIMS)

Apeejay school Sheikh Sarai

Apeejay School Sheikh Sarai

Find verified contacts for anyone on LinkedIn