Client Associates Appoints Akshay Kapur to Lead Investment Advisory Practice
The appointment reinforces the firm’s focus on specialist expertise, deeper investment insights and integrated advisory solutions for HNI and UHNI families.
Client Associates, one of India’s leading Multi-Family Office and Private Wealth Management firms, has appointed Akshay Kapur as Executive Director & Head – Investment Advisory. Based in Gurugram, Akshay will lead the firm’s Investment Advisory function, further strengthening its ability to deliver investment insights, portfolio advisory and tailored solutions to the families it serves.
Akshay brings over two decades of experience in wealth management and portfolio advisory. He was part of the founding teams at IndusInd Bank Pioneer Private and Axis Bank Burgundy Private, bringing extensive experience in building investment advisory capabilities and serving clients across diverse market environments. His expertise spans portfolio advisory, investment solution structuring and wealth management.
The appointment comes as Client Associates journeys through its 25th year, continuing to invest in specialist capabilities and experienced leadership. With HNI and UHNI families navigating increasingly diversified portfolios, evolving investment opportunities and complex financial priorities, the firm is strengthening the integration of investment expertise with its broader wealth advisory approach.
Commenting on the appointment, Himanshu Kohli, Co-founder, Client Associates, said:
"Our philosophy has always been to build capabilities around the evolving needs of the families we serve. Today, investment advisory requires more than identifying opportunities. It calls for deeper research, informed judgement and the ability to connect investment decisions with a family's broader wealth objectives.
Akshay's appointment is an important step in strengthening this capability. His experience, perspective and investment expertise will add greater depth to our advisory proposition and help our teams deliver more meaningful value to clients."
Akshay Kapur, Executive Director & Head – Investment Advisory, Client Associates, said:
"What attracted me to Client Associates was its long-standing philosophy of looking at wealth holistically, rather than through individual products or transactions. As families' investment needs evolve, there is a growing need for advisory that combines strong investment insights with a clear understanding of their long-term objectives.
I look forward to working closely with the Wealth and Asset Allocation teams to further strengthen the firm's Investment Advisory capabilities and contribute to the value we create for our clients."
In his new role, Akshay will work closely with Client Associates' Wealth Advisors and Product teams across locations, bringing specialist investment perspectives into client conversations, portfolio reviews and investment strategy discussions. His appointment reflects the firm's continued focus on building a collaborative, expertise-led advisory platform.
Akshay holds an undergraduate degree from Sri Venkateswara College, University of Delhi, and a postgraduate degree from Symbiosis Institute of International Business (SIIB), Pune.
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