Rohit is a thought leader with nearly three decades of experience in Family Offices, Private Banking, and Corporate Finance. Before founding Client Associates, he worked with Deutsche Bank, ANZ Grindlays Bank, and Kotak Bank.
Rohit’s vision, focus on excellence, and commitment led to Client Associates becoming India’s most trusted, admired, and independent wealth management firm in India, with a proven track record of building efficient portfolios across market cycles. Rohit has garnered goodwill amongst wealthy families, asset managers, and family offices for enabling the team to offer unbiased and non-conflicted advice using globally accepted investment processes.
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. He gets invited as a keynote speaker by various educational institutions of repute in India and by the private wealth industry to speak at national and international business summits, sharing his knowledge and experience. He has been a columnist with national publications and also authors “Blog of a Wealth Manager” on our website.
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 continue to feed our growth orientation 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.
+91 124 4995400
+91 80 41473607
+91 44 40840808
+91 40 66555333-6
+91 33 40616563-65
+91 22 24222454