Co-founder
Himanshu Kohli
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. His visionary approach led to the development and excellence of Portfolio Reallocation, a ground-breaking Risk Management Technique.
A sought-after expert in the field, Himanshu actively contributes to discussions on Financial Planning and Wealth Management in print and electronic media. His monthly chronicle, CA Monthly, enjoys a substantial industry following.
Beyond his professional accomplishments, Himanshu demonstrates exemplary leadership in various platforms and communities, including the Rotary Club of Delhi South End and the Entrepreneur Organization (EO) Gurgaon chapter. His accolades include Entrepreneur of the Year - Innovation in Financial Services by Entrepreneur India 2023, the Outstanding Young Private Banker 2010 Award, Wealth Management Thought Leader 2019 by the Association of International Wealth Management of India (AIWMI), and The Most Prominent Asian Leader by Citywealth, UK.
A firm believer in corporate social responsibility, Himanshu actively engages in philanthropy, serving on the Governing Board of Vidya School, benefiting underprivileged children. His wife, Parul, shares his passion for philanthropy and is associated with Pragati, a voluntary organization supporting underprivileged children.
Himanshu holds a prestigious B. Com. (Hons.) degree from Shri Ram College of Commerce (SRCC) and is recognized as a 'Revered & Distinguished Alumnus' of the institution. He received his master’s in finance and Control (MFC) from the University of Delhi. In 2008, he was honored with the Distinguished Alumnus Award from the Department of Financial Studies, New Delhi.
Outside the financial realm, Himanshu's passion for sports shines through as he actively participates in tennis and golf, embracing a well-rounded and fulfilling lifestyle. With his exceptional leadership and unwavering commitment to excellence, Himanshu continues to shape the financial industry and inspire those around him.
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