Ashok is a CFA charter holder with over two decades of experience in Private wealth, family offices, offshore and personal banking. He joined Client Associates in 2018 and quickly got rooted in the core team of CA. He is a senior business leader managing clients and teams in Delhi/NCR and Tamil Nadu. Under his able guidance and mentorship, his team continues to thrive.

He holds a prominent place in our Investment Committee which seals CA’s model portfolio. He guides his clients through ever-evolving markets and ever-expanding opportunities with utmost dedication. He is a chartered member of TiE Global and an active member of IAIP (CFA India Society). His ability to deliver consistent results and build long-lasting relationships has earned him a well-deserved place in the HNI community.