Tanmay Ghai

Client-Centric Wealth Associate | Specializing in Mutual Fund Analysis, Portfolio Construction & Financial Planning

Role: Wealth Associate at Client Associates
Location: South Delhi, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Tanmay Ghai

Finance graduate with proficient accounting skills and on-ground solid execution ability.…

Experience

Wealth Associate
Client Associates
Apr 2025 — Present · Gurugram, IN
As a Wealth Associate cum Portfolio Manager at Client Associates, I work at the intersection of client-focused advisory and strategic portfolio design. I actively analyze asset classes, address client queries and concerns with care and clarity, and construct personalized portfolios that align with each client’s financial goals and risk profile.

Education

Delhi University
Bachelor of Commerce - BCom
2018 — 2021
Great Lakes Institute of Management
PGDM
2023 — 2025

Contact information

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Work email
•••••@clientassociates.com
Personal email
•••••@•••••.com
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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 Tanmay Ghai

Experience

Wealth Associate

Education

Delhi University

Great Lakes Institute of Management

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