Gurugram, Haryana, India, August 26, 2025 – Client Associates, India’s leading multi-family office and private wealth management firm, has appointed Mayank Sharma as Director & Head – Asset Allocation and Products. In this pivotal role, Mayank will lead the firm’s asset allocation strategy and enhance its product portfolio to deliver differentiated and forward-looking investment opportunities to HNI and UHNI families.
With over 15 years of leadership experience in wealth management and investment products, Mayank brings deep expertise in alternative investments, product innovation, and risk management. He has held senior roles at Standard Chartered Bank, Nuvama Private, and DBS Bank, where he consistently built high-impact strategies tailored to client needs.
“Client Associates is at a very exciting state of its journey. Joining Client Associates is an opportunity to bring sharper focus on asset allocation and expand the product suite in line with the evolving needs of Indian HNIs, UHNIs and Family Offices. My endeavour is to help our clients achieve long-term, consistent outcomes through disciplined investment approach and best in class product solutions,” said Mayank Sharma, Director & Head – Asset Allocation and Products, Client Associates.
“Mayank’s appointment represents a significant step forward in our commitment to delivering sophisticated investment solutions,” said Himanshu Kohli, Co-Founder, Client Associates. “His deep understanding of market dynamics and proven track record in asset allocation will be instrumental in advancing our product capabilities and serving our clients’ diverse investment needs.”
An alumnus of IIM Calcutta, Mayank is known for his analytical depth and market acumen. His appointment reflects Client Associates’ strategic focus on institutionalizing asset allocation as a foundation of long-term wealth creation.
Client Associates (CA), established in 2002, pioneered the Multi-Family Office and Private Wealth Management concept in India. Serving as the Private CFO to over 1,300 elite HNI and UHNI families, CA has over $7 billion in Assets Under Advice and offers end-to-end solutions including Real Estate Advisory, Estate & Succession Planning, Investment Banking, Immigration Advisory, Lending, and Insurance services. With a team of 250+ professionals across 11 cities, CA continues to expand into Tier-2 and Tier-3 markets, driving intergenerational wealth strategies through a robust Client First philosophy.
Read Also : When HR “Produces Nothing”: A Response to Jennifer Sey’s Anti-HR Vision
The Fine Balance: Navigating Work, Life, and Mental Wellbeing
Mind the Leadership Gap – From Learning to Real-World Impact
How the Adecco Group is empowering its employees for the future of work
