Mumbai: Client Associates, India’s leading multi-family office and private wealth management firm since 2002, has announced the appointment of Mayank Sharma as Director & Head – Asset Allocation and Products.
In his new role, Mayank will spearhead the firm’s asset allocation strategy and enhance its product portfolio, ensuring that Client Associates’ HNI and UHNI families gain access to differentiated and forward-looking investment opportunities. His focus will be on curating solutions that mirror both market evolution and the changing needs of affluent families—across traditional asset classes, alternatives, and global solutions.
With over 15 years of leadership experience in wealth management and investment products, Mayank brings strong expertise in alternative investments, product innovation, and risk management. He has held senior leadership roles at Standard Chartered Bank, Nuvama Private, and DBS Bank, where he consistently built strategies delivering measurable outcomes.
“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 of 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 blends analytical acumen with practical market experience. His appointment reinforces Client Associates’ strategic focus on strengthening leadership, expanding its product suite, and institutionalizing asset allocation as a cornerstone of long-term wealth creation for its clients.
