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Aitn R Khanna — Associate Director · Client Associates · Delhi, India.
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Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
With over two decades in financial services and private banking, I operate at the intersection of strategy, capital, and trust.
As Associate Director at Client Associates, I advise high-net-worth families on wealth mandates architecting disciplined asset allocation frameworks, optimizing portfolio performance, and safeguarding capital across market cycles. My work spans multi-family office advisory, legacy structuring, risk oversight, and long-term capital stewardship.
A Certified Financial Planner (CFP®), I bring institutional rigor, strategic clarity, and execution discipline to every engagement. My approach is client-centric, performance-oriented, and governance-driven.
I believe enduring wealth is built through structure, prudence, and decisive strategy but not noise.
Experience
Vice President and Priority Circle Manager
Kotak Mahindra Bank · Mumbai, Maharashtra, India
Aug 2021 – Mar 2024
Education
Skills
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