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Himanshu Kohli, AFP


Himanshu is the co-founder of Client Associates. He has 20 years of experience behind him in the areas of Investment Banking & Private Banking. Prior to setting up CA he worked with Deutsche Bank Private Banking, DSP Merrill Lynch and London Forfaiting Group.

Over the years, Himanshu has earned the distinction of pioneering the concept of Family Office in India and has built one of the finest teams of private bankers which works with some of the most distinguished wealthy families of India. He has built up a specialization in providing complex wealth management solutions to the needs of Family Business Owners & Entrepreneurs in India. He authors the quarterly chronicle of Client Associates – CA Quarterly – which has built its own following in the industry. He pioneered the concept of Portfolio Reallocation, a Risk Management technique, in the Indian Market.

Himanshu received the “Outstanding Young Private Banker 2010 as part of the Private Banker International’s Global Wealth Awards” by PBI-VRL. He also received the recognition of “Most Prominent Asian Leader” by Citywealth, UK in 2009.




Himanshu has been invited several times to contribute columns and discussions on the domain of Financial Planning and Wealth Management by both print & electronic media. Besides, he frequently gets quoted by major national news media. He is a member of Rotary Club of Delhi South-end as well as CEO Clubs India.

Himanshu is passionate about sports in general and actively participates in cricket & golf. He is closely associated with various CSR initiatives for Client Associates. He is on the Board of Royal Alliance India. Besides this, he is also on the Governing Board of Vidya School, promoted by Vidya Comfort Academy for the underprivileged children. He is married to Parul who is working for Pragati, a voluntary organization for underprivileged children.

Himanshu is an alumnus of Shri Ram College of Commerce (SRCC) from where he did his B. Com (H). He received his Masters degree in Finance & Control (MFC) from University of Delhi. In the year 2008, he has been honored with the “Distinguished Alumnus Award” from the Department of Financial Studies, New Delhi.

Himanshu can be reached at : Himanshukohli@clientassociates.com

   
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