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Client Associates Appoints Ritwick Ghoshal and Pulkit Vashishth

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Client Associates, a prominent multi-family office and private wealth management firm in India, has declared the appointment of Ritwick Ghoshal as Managing Partner – Growth & Strategy and Pulkit Vashishth as Director – Risk Advisory & Continuity Practice.

The appointments focus on enhancing the firm's leadership in key growth areas and broadening its advisory services for high-net-worth (HNI) and ultra-high-net-worth (UHNI) families.

Ritwick has more than 30 years of leadership experience in private banking, wealth management, investment advisory, and business strategy, with insights into both Indian and global markets.

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Prior to joining Client Associates, he was the Executive Director of International Business & Family Office at Centrum Wealth, where he additionally served as Chief Investment Officer. His professional background features high-level leadership positions at Bay Capital, Barclays, Edelweiss, Avendus Capital, HSBC, Citibank, ANZ Grindlays, and JM Morgan Stanley.

In his new position, Ritwick will manage three essential practices: Fixed Income Advisory & Treasury Solutions, Risk Advisory & Continuity Practice, and Lending Solutions. He will collaborate closely with Himanshu Kohli, Co-founder of Client Associates, to advance the growth of these businesses and assist in the firm's wider strategic objectives.

In the leadership framework, Amar Koradia, Director & Head – Fixed Income, will oversee the Fixed Income Advisory & Treasury Solutions division. Pulkit Vashishth will head the Risk Advisory & Continuity Practice, collaborating with Ritwick to enhance the firm’s specialized advisory services.

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Pulkit has more than 20 years of experience in bancassurance, ultra-high-net-worth individual and promoter insurance, keyman and succession planning, as well as estate planning. His work history encompasses positions at SBI Life, IndusInd Bank, Zee Learn, Essar Steel, and Centrum Insurance Brokers. His knowledge encompasses insurance strategies for affluent individuals and entrepreneurs, emphasizing wealth safeguarding, risk management, and sustainable continuity planning.

Located in Mumbai, Pulkit will collaborate with Ritwick and the broader team to enhance the company’s Risk Advisory & Continuity Practice, concentrating on solutions that assist families and business proprietors in managing risks and strategizing for long-term wealth retention.

Commenting on the appointments, Himanshu Kohli, Co-founder, Client Associates says, "Building a legacy wealth management institution requires a clear understanding of where the business needs to go and the leadership required to get there".

"As Client Associates enters its next phase of growth, we remain focused on making deliberate investments in people who bring sound judgement, a long-term perspective and the ability to navigate complexity".

 

"Ritwick and Pulkit bring complementary strengths that will be important as we continue to evolve our business and the way we serve families.”

Ritwick Ghoshal, Managing Partner – Growth & Strategy, Client Associates says,“The wealth management industry in India is at an interesting stage of development. As the scale and sophistication of private wealth grow, there is an opportunity to build advisory institutions that combine entrepreneurial thinking with the discipline and perspective required for the long term. Client Associates has built its business around an understanding of family wealth that goes beyond individual financial decisions. I look forward to working with the team to shape the firm’s next phase of growth.”

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The appointments demonstrate Client Associates’ ongoing commitment to developing specialized leadership and providing comprehensive advisory solutions to assist families in managing, safeguarding, and preserving wealth across generations.

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