Yashraj Gupta

Financial Advisor @Client Associates | Expert in Holistic Wealth Management and Legacy Planning for HNIs

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

Finance & AccountingView LinkedIn profile

About Yashraj Gupta

I have completed a postgraduate diploma program (ASP) at Ashoka University, where I also…

Experience

Associate
Client Associates
Jun 2023 — Present · Gurugram, IN
Working as a junior advisor at the India’s First and the largest \"Multi Family Office Firm\" founded by Senior Private Bankers to provide a professional platform of Private Wealth Management services in India. Assisting HNIs in building their portfolios and diversifying their investments.Interacting with fund managers and business partners in order to understand the upcoming trends and funds in the eco system.

Education

Ashoka University
Economics and Finance (with concentration in Entrepreneurship)
2019 — 2022
Ashoka University
Postgraduate Degree
2022 — 2023
Ashoka University
Independent Study Model
2022 — 2022

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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