Sharma to drive asset allocation strategy and expand product suite for HNI, UHNI, and family office clients
India, 26th August 2025: Client Associates, India’s leading multi-family office and private wealth management firm since 2002, has announced the appointment of Mayank Sharma as Director & Head – Asset Allocation and Products.
In his new role, Sharma will lead the firm’s asset allocation strategy and broaden its product portfolio, with a focus on providing HNI and UHNI families access to differentiated and forward-looking investment opportunities. His mandate includes curating solutions across traditional asset classes, alternatives, and global investment products, in line with evolving market trends and client needs.
With more than 15 years of leadership experience in wealth management and investment products, Sharma has built a strong track record in alternative investments, product innovation, and risk management. He has previously held senior roles at Standard Chartered Bank, Nuvama Private, and DBS Bank, where he was instrumental in creating strategies that delivered measurable outcomes.
“Client Associates is at a very exciting stage of its journey. Joining the firm is an opportunity to bring sharper focus on asset allocation and expand the product suite in line with the evolving needs of Indian HNIs, UHNIs and family offices. My endeavour is to help our clients achieve long-term, consistent outcomes through a disciplined investment approach and best-in-class product solutions,” said Mayank Sharma, Director & Head – Asset Allocation and Products, Client Associates.
Commenting on the appointment, Himanshu Kohli, Co-Founder of Client Associates, said, “Mayank’s appointment represents a significant step forward in our commitment to delivering sophisticated investment solutions. His deep understanding of market dynamics and proven track record in asset allocation will be instrumental in advancing our product capabilities and serving our clients’ diverse investment needs.”
An alumnus of IIM Calcutta, Sharma brings analytical acumen combined with practical market experience. His appointment reflects Client Associates’ strategic commitment to strengthening leadership, enhancing product offerings, and positioning asset allocation as the cornerstone of wealth creation for its clients.
About Client Associates
Founded in 2002, Client Associates is India’s first and largest multi-family office and private wealth management firm. With a focus on HNI, UHNI, and family office clients, the firm offers expertise in wealth creation, management, and succession planning, providing comprehensive solutions tailored to the unique needs of affluent families.
