Rohit is a thought leader with nearly three decades of experience in Family Offices and Private Banking. Before founding Client Associates, he worked with Deutsche Bank, ANZ Grindlays Bank, and Kotak Bank.
Rohit’s vision and focus on excellence has led to Client Associates becoming India’s most trusted and admired wealth management firm, with a proven track record across market cycles. Rohit has garnered goodwill amongst wealthy families and family offices for offering unbiased advice based on globally accepted investment processes.
Rohit is also an author of the best-selling book “Unlocking Wealth: Secrets to Getting Rich at Any Age”. The book is living its purpose of spreading the message of wealth and has become Rohit’s bridge with the world around him.
Rohit is a Charter Member of TiE (The Indus Entrepreneurs) and takes out time to mentor budding entrepreneurs. He is an active TiE – Delhi NCR member and regularly contributes to its progress. He believes that entrepreneurship is the surest way of giving back to society and is driven by the larger purpose of - “leaving the world richer than we inherited.”
In recognition of his pioneering efforts towards the Financial Planning profession in India, Rohit was conferred with the Grandfatheree status of Certified Financial Planner (CFP) in 2003 by Financial Planning Standard Board (FPSB), India.
Rohit believes in the balance of Mind-Body-Soul. He is a part of the 5 A.M club and follows a detailed morning regime. Rohit is an avid Golfer, a voracious reader, and a history enthusiast. His worldview through reading, traveling, and connecting the dots with trends continues to feed our growth with a futuristic mindset.
Rohit earned his bachelor’s degree in planning from the School of Planning & Architecture, Delhi, and his master’s degree in finance from the University of Delhi. He was honored with the “Distinguished Alumnus Award” from the Department of Financial Studies, University of Delhi, and was the Govt. of India Merit Scholar at Modern School, Delhi.
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