Eshan Saxena

Eshan is a seasoned private banker with over 15 years of experience, specializing in managing multiple Family Offices and delivering tailored wealth solutions. He started his career in 2008; a commerce graduate from the University of Delhi, he also holds an advanced credential in Financial Planning, modeled on the CFP framework.

At Client Associates, Eshan leads a significant team and manages a diverse clientele across major Indian cities. He plays a key role in the firm’s research initiatives, has served on the IC, and actively mentors new team members, reflecting his commitment to nurturing talent within the organization.

He values humility in his work and relationships, and believes that effective wealth advisory combines strong technical knowledge, exceptional interpersonal skills, and, above all, honest, client-centric guidance.