Mayank Sharma

Mayank Sharma leads Asset Allocation and Product Strategy at Client Associates, bringing over 16 years of deep experience in wealth management and investment products.

In his role, Mayank focuses on strengthening CA’s product basket and institutionalizing asset allocation as the cornerstone of wealth creation for HNI and UHNI families. He curates differentiated, forward-looking solutions across traditional asset classes, alternatives, and global diversification, ensuring portfolios are aligned with evolving client needs and market trends.

Before joining Client Associates, Mayank held senior leadership positions at marqee institutions like Standard Chartered Bank, Edelweiss Global Wealth Management, and DBS Bank, where he specialized in alternative investments, product innovation, and risk management. He has demonstrated a consistent track record lies in building strategies that deliver measurable outcomes for affluent families.

An  IIM Calcutta alumnus, Mayank is an electronics engineer by education and holds a global certification from the Retail Banking Academy (UK). He has been awarded the prestigious 40 under 40 Alternative Investment Professionals in India 2022 award by Equalifi. He combines strong analytical acumen with hands-on market expertise, enabling him to design effective, client-centric strategies.

At Client Associates, Mayank plays a pivotal role in shaping the firm’s investment framework, expanding product innovation, and delivering long-term, consistent outcomes for families across India.