© 2026 Wisefolio. Legal and disclaimers
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | S&P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 Month | −5.6% | −5.6% | 0.0% |
| 3 Months | −3.1% | −3.6% | +0.5% |
| 6 Months | +8.1% | +8.1% | 0.0% |
| 1 Year | −3.1% | −2.3% | −0.8% |
|---|
| 2 Years | −3.1% | −3.9% | +0.8% |
|---|
| 3 Years (CAGR) | 0.0% | +9.2% | −9.2% |
|---|
| 4 Years (CAGR) | 0.0% | +11.2% | −11.2% |
|---|
| 5 Years (CAGR) | 0.0% | +8.9% | −8.9% |
|---|
| Since launch | +3.8% | +11.7% | −7.9% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 34-month window · Source: Computed from NAV history
Maximum drawdown: 14.1%
Client Associates’s story and investment philosophy are on the Client Associates firm page.
Himanshu Kohli
Co-Founder
Himanshu, a true visionary with a rich experience nearing three decades in Investment Banking and Private Banking, is the driving force behind Client Associates. His journey includes working with esteemed institutions such as Deutsche Bank Private Banking, DSP Merrill Lynch, and London Forfaiting Group, honing his expertise in the financial world. A trailblazer in India's Family Office concept, Himanshu has built an exceptional team of private bankers dedicated to serving distinguished wealthy families across the country.
Rohit Sarin
Co-Founder
Rohit co-founded Client Associates in 2002 with three decades of experience in Family Offices and Private Banking. Before CA, he worked with Deutsche Bank, ANZ Grindlays Bank, and Kotak Bank. He authored the best-selling book 'Unlocking Wealth: Secrets to Getting Rich at Any Age' and is a Charter Member of TiE (The Indus Entrepreneurs). Conferred Grandfatheree status of Certified Financial Planner (CFP) in 2003 by FPSB India. Holds a Bachelor's degree in Planning from School of Planning & Architecture, Delhi and a Master's in Finance from the University of Delhi; honored with the Distinguished Alumnus Award from the Department of Financial Studies, University of Delhi.
Abhimanyu Nair
Managing Partner - Wealth
Abhimanyu has been with Client Associates since 2009. A seasoned private banker with over three decades of experience, he manages wealth portfolios for some of the biggest and most distinguished business families, senior corporate heads, and self-employed professionals in NCR. He began his professional journey in 1993 across Banking, Financial Services, and Private Wealth.
Abhishek Khudania
Managing Partner - Wealth
Ankit Jain
Executive Director & Head - Real Estate
Ankit has close to two decades of work experience, well-known for excellent client relationships and comprehensive knowledge of the real estate market. His team has a history of successfully closing transactions in Delhi-NCR, Mumbai, and Goa. His strategic thinking aids clients in positioning real estate within their overall portfolios to maximise returns, optimise liquidity, and reduce taxation while maintaining focus on succession planning.
Ashish Sharma
Executive Director & Head - Technology & Information
Ashish has 24+ years of experience in creating and managing IT systems. He joined Client Associates in 2008 with the mandate to provide best-in-class Family Office Portfolio Management System. He heads the technology team and is responsible for CA's Mobile Application, Client Reporting Framework, and internal systems.
Chatradhar Paritala
Executive Director - Wealth
Chatradhar joined Client Associates in 2009 to lead the Hyderabad Practice. A consummate private banker with over 20 years of deep experience, he is a strategic thinker and collaborative leader who believes in thorough understanding of clients' social, cultural, and familial needs to provide a holistic family office experience.
Donald D'Souza
Managing Partner - Investment Banking
Donald joined Client Associates in 2023 with over 28 years of experience in assisting India's leading corporates and private equity groups. His expertise lies in originating and executing a wide range of financial transactions including IPOs, QIPs, Rights issues, GDRs/ADRs, block deals, mergers and acquisitions, and private equity transactions.
Eshan Saxena
Executive Director - Wealth
Eshan is a seasoned private banker with over 15 years of experience specializing in managing multiple Family Offices. He started his career in 2008 and holds an advanced credential in Financial Planning modeled on the CFP framework. At CA, he leads a significant team, manages a diverse clientele across major Indian cities, plays a key role in research initiatives, and actively mentors new team members.
Garima Gulati Bhutani
Executive Director - HR, Communications and Strategy
Garima leads CA's Human Resources, Team Building, and Communications vertical with 18+ years of experience in Technology and Platform functions. She is a keen learner with an in-depth understanding of people and processes, and is an active community volunteer in environment, equity & inclusion, social entrepreneurship, and public policy.
Registration No
INP100007231
Fund Manager
Mr.Achin Bhardwaj
Principal Officer
Mr.Achin Bhardwaj
Inflow
₹0.00 Cr
Outflow
₹0.00 Cr
Net
₹0.00 Cr
Not reported — complaint data for this strategy isn't available yet.
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Gaurav Sethi
Executive Director - Wealth
Gaurav has been with Client Associates since 2008 with over 17 years of experience in Private Banking and Investments. His expertise spans retirement planning, tax-efficient investment strategies, and estate planning. Before CA, he served with Kotak Securities and Vertex India.
Joseph Mathew
Managing Partner & Co-Chief Operating Officer
Joseph has been with Client Associates since 2007 and has played multiple roles across his 15+ year tenure. He manages a healthy mix of individual, family, and treasury clients PAN India, leads a team in NCR with active focus on scaling Kochi and other growing markets.
Joseph Thomas
Director & Head - Asset Allocation and Products
Joseph Thomas oversees Operations, Compliance, and Technology at Client Associates. With over two decades of leadership experience at Franklin Templeton, Bank of America, Dell, Infosys, and Bharti India, he specializes in strategic workforce planning, talent transformation, organizational design, and HR integration during M&A. Postgraduate in Human Resources from Pune University.
Mayank Sharma
Executive Director - Wealth
Mayank leads Asset Allocation and Product Strategy at Client Associates with over 16 years of experience in wealth management. Previously held senior positions at Standard Chartered Bank, Edelweiss Global Wealth Management, and DBS Bank. Awarded '40 under 40 Alternative Investment Professionals in India 2022' by Equalifi. IIM Calcutta alumnus and holds a global certification from the Retail Banking Academy (UK).
Nikhil Gupta
Executive Director - Investment Research and Advisory
Nikhil has been with Client Associates since 2016 with 16+ years of expertise in financial research and wealth management. A CFA charter holder, he previously headed Asset Allocation at the firm responsible for macro research, fund manager selection, and institutionalizing investment processes. In 2019, was recognized by AIWMI as part of '40 under 40' Alternative Investment Professionals.
Nitin Aggarwal
Executive Director - Wealth
Nitin brings 17+ years of rich experience in wealth management, investment research, and strategic consulting. He spearheads CA's investment research vertical and shapes investment strategies and portfolio recommendations. Prior experience includes BCG (consulting) and Fidelity Investments. A CFA Charter holder and core member of the leadership team.
Pradeep Sangunni
Director & Head - Risk Advisory & Continuity Practice
Rahul Nair
Director - Finance & Compliance
Rahul has been part of Client Associates from the very first year of its inception in 2002. Over the years, his expertise and integrity have helped him become a trusted advisor and private banker of great repute. He and his team manage the private wealth of some of the wealthiest families in NCR.
Rakesh Khanna
Executive Director - Wealth
Rakesh is a Chartered Accountant with 20+ years of experience in Finance & Accounts, Controllership, Taxation, Corporate Advisory, Compliance, and Legal Operations. He joined CA in 2020 to enhance and strengthen its compliance framework. Has previously served as Principal Officer and local director for organisations in the technology space.
Rishabh Khanna
Managing Partner - Growth & Strategy
Rishabh joined Client Associates in 2024 and leads a team managing wealth portfolios for UHNI individual and family office clients. With over 15 years of experience in private banking and wealth management, he plays a key role in expanding the firm's presence in Delhi-NCR through a consultative and research-driven approach. Academic foundation from ICFAI Business School, Hyderabad.
Sourish Pal
Director - Real Estate
Sourish has over two decades of work experience and is well-known for his excellent client relationships, which are made possible by his deep luxury market insight and a proven track record of successful closures. He and his multi-skilled team have a history of successfully closing transactions across South India and Ahmedabad, servicing the residential, commercial, and land requirements of HNIs and multinational companies.
Vandita Saran
Managing Partner - HR
Vandita is a Strategic HR leader with over 25 years cross-industry experience across consulting, financial services, and global capability centres. As the Executive Director - HR at Client Associates, Vandita is instrumental in driving the firm's people strategy, embedding a culture of performance and trust, and building a robust leadership pipeline aligned to business priorities. Vandita holds a Master's degree in International Relations and Communication, and is a certified Executive Coach with additional credentials in leadership psychometrics.
Vinay Kumar
Director - Estate & Succession Planning
Vinay leads Estate & Succession Planning at Client Associates with over 16 years of experience in wealth management. A trusted advisor to HNIs and families, he provides bespoke solutions addressing estate planning and global mobility. Holds an MBA in Finance from Delhi University (Department of Financial Studies), a Master of Business Laws from National Law School Bangalore, and is an alumnus of SRCC and IIM Calcutta (Executive Programme in Growth Strategies).
Vishal Bajaj
Executive Director - Wealth
Akshay Kapur
Director & Head - Fixed Income
Amar Koradia
Executive Director & Head - Real Estate
Asheesh Jain
Executive Director - Wealth
Navdeep Chawla
Managing Partner - Wealth
Pulkit Vashishth
Managing Partner - Wealth
Ritwick Ghoshal
Executive Director - Wealth
Sahil Malhotra
Director - Lending Solutions
Sanjeev Singh
Managing Partner & CBO - HNI
Siddharth Pardesi
Director - Real Estate