India, Aug 26: Client Associates, India’s multi-family office and private wealth management firm, has appointed Siddharth Pardesi as Managing Partner & Chief Business Officer – HNI. Based in Mumbai, Pardesi will be leading the HNI business at one of India’s prominent wealth management platforms, building on the firm’s strong position and engagement with HNIs.
Pardesi brings more than 2 decades of experience spanning consumer banking, wealth management, investment products and advisory, as well as branch sales and distribution.During his career, he has held senior roles with leading organisationsincluding HSBC, BNP ParibasSharekhan, Standard Chartered Bank and IndusInd Bank.
“We are delighted to welcome Siddharth to the Client Associates leadership team. As we approach our 25th year, we are reflecting on how far the firm has come since we pioneered the Multi-Family Office concept in India in 2002. What began as a focused model for managing the wealth of HNI families has evolved into a broader financial institution addressing their wider financial needs across wealth and non-wealth areas. Siddharth’s extensive experience across wealth management, investment advisory and distribution will further strengthen our leadership as we continue to build on this journey and serve the evolving needs of our clients,” said Himanshu Kohli, Co-founder, Client Associates.
“Client Associates has built a strong reputation for its client-centric approach and deep understanding of the evolving needs of HNIs and UHNIs. I am delighted to join the firm and look forward to working with the leadership team and contributing to its next phase of growth,” said Siddharth Pardesi, Managing Partner & CBO – HNI, Client Associates.
Pardesi is a graduate of St. Joseph’s College of Commerce, Bangalore, and has completed his post-graduation from Management Development Institute (MDI), Gurgaon. He has worked extensively across Mumbai and Bangalore, gaining experience across diverse markets and business environments.
Pardesi’s appointment further strengthens Client Associates’ leadership team as the firm continues to expand its capabilities and deliver tailored wealth management solutions to HNIs and UHNIs across India.