MUMBAI : When it comes to wealth, allocation is everything and Client Associates has made a big one of its own. The multi-family office and private wealth management pioneer, founded in 2002, has appointed Mayank Sharma as director & head of asset allocation and products.
In his new role, Sharma will chart the firm’s asset allocation strategy while bolstering its product portfolio for India’s affluent set, spanning HNI and UHNI families. His mandate: to deliver forward-looking investment opportunities across traditional assets, alternatives, and global solutions ensuring that portfolios evolve as fast as the markets do.
With over 15 years of leadership experience, Sharma is no stranger to wealth management’s high-stakes game. His CV features senior stints at Standard Chartered Bank, Nuvama Private and DBS Bank, where he specialised in alternative investments, product innovation, and risk management consistently building strategies with measurable outcomes.
“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,” Sharma said, adding that his goal is to deliver “long-term, consistent outcomes through a disciplined investment approach.”
Client Associates co-founder Himanshu Kohli called the move “a significant step forward” in strengthening its ability to deliver sophisticated solutions. “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,” Kohli added.
An alumnus of IIM Calcutta, Sharma brings an analytical rigour honed over years of navigating complex market cycles. His appointment reflects Client Associates’ intent to make asset allocation the bedrock of wealth creation, a philosophy that’s helped it remain a trusted advisor to some of India’s most prominent families for over two decades.