In this episode, we speak with Himanshu Kohli, Co-Founder of Client Associates. Client Associates is a leading private wealth management firm dedicated to providing personalized financial solutions to high-net-worth individuals and families. With a strong presence in the Indian financial landscape, Client Associates has built a reputation for trust and excellence, guiding their clients through complex wealth management processes.
Himanshu Kohli's journey is one of vision, innovation, and a deep understanding of wealth dynamics. Since its inception, Client Associates has evolved to address the growing needs of India's affluent, adapting to changing market conditions and client expectations. Himanshu's commitment to building a firm that not only manages wealth but also plans for succession and legacy is truly inspiring. His insights into building capabilities, fostering trust, and understanding the mindset of the wealthy in India offer valuable lessons for anyone interested in wealth management.
In our conversation, we delve into the origins of Client Associates, the challenges and successes faced along the way, and the future of private wealth management in India. Himanshu shares his personal experiences, life learnings, and advice for the younger generation aspiring to enter this field. This episode provides a comprehensive look at the intricacies of managing wealth and the importance of adapting to a rapidly changing environment.
We're also very delighted to share that we are now a part of the Zerodha Collective Network! Grateful to be a part of and have the support.
Here's what we talked about:
0:00 - Preview
0:48 - Introduction
1:38 - Emerging Indian Wealth
4:22 - Starting Private Wealth Management
11:56 - Entering the Market
19:26 - Evolution of Client Associates
22:36 - Planning Succession Wealth
28:32 - Building Capabilities
33:04 - Building Trust
36:48 - How the Rich in India Think
41:56 - Adapting to Change
49:43 - Managing Risk
52:59 - Learning from Clients
53:42 - Himanshu’s Life Lessons
56:11 - Leading Client Associates
1:03:48 - Life Beyond Client Associates
1:08:48 - His Biggest Superpower
1:09:48 - Advice for the Younger Generation
1:12:45 - Outro
Tune in to gain insights from one of the leading minds in private wealth management and learn how to navigate the complexities of wealth creation and preservation
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