Siddharth Pardesi Takes the Helm at Client Associates
Client Associates has appointed Siddharth Pardesi as Managing Partner and Chief Business Officer for its high-net-worth individual business.
Based in Mumbai, Pardesi steps into the senior leadership role to manage client engagement and direct the firm’s advisory expansion across India.
Two Decades in Wealth and Banking
Pardesi brings over two decades of professional experience spanning consumer banking, wealth management, investment products, advisory, branch sales, and distribution.
His career includes senior positions at several major financial institutions, including HSBC, BNP Paribas Sharekhan, Standard Chartered Bank, and IndusInd Bank.
He holds an educational background from St. Joseph’s College of Commerce in Bangalore, followed by a post-graduation degree from the Management Development Institute (MDI) in Gurgaon. His work history covers major financial hubs including Mumbai and Bangalore, providing him with direct exposure to diverse markets and regional business environments.
A Milestone Appointment at 25 Years
The appointment arrives as Client Associates approaches its 25th year of operations.
Co-founder Himanshu Kohli noted that the firm pioneered the multi-family office concept in India in 2002, evolving from a focused model for managing HNI family wealth into a broader financial institution handling 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,” Kohli said.
Targeting Growth Across Indian Markets
“Client Associates has built a strong reputation for its client-centric approach and deep understanding of the evolving needs of HNIs and UHNIs,” Pardesi stated regarding his appointment.
“I am delighted to join the firm and look forward to working with the leadership team and contributing to its next phase of growth.”
Scaling Operations for Sophisticated Investors
Client Associates focuses on private wealth management and multi-family office services tailored for high-net-worth individuals (HNIs) and ultra-high-net-worth individuals (UHNIs) throughout India.