Loading profile…
Loading profile…
Rimpy Rutter — AVP Wealth · Client Associates · Gurugram, Haryana, India.
Direct contact
1 verified contact method on file — work email. Masked until you unlock.
Free account, no card required. Your first unlock is on us.
Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
Or explore more contacts in this database — from 45 credits.
About
With 12+ years of expertise in wealth management operations and client servicing, I lead the operations and portfolio team at Client Associates, India's first and largest Multi-Family Office serving India's most discerning wealth owners.
As a trusted wealth management professional at CA, I work alongside our expert advisors to ensure seamless operational execution of investment plans & strategies.
Our premium clientele includes CXOs, Successful Entrepreneurs, Business Owners, and prominent private institutions who value our:
• Commitment to delivering on promises, offering immense comfort, building trust and long-term relationships. • Clear, consolidated monthly dashboards of your family’s entire asset base • Innovative investment strategies uncorrelated with traditional assets • Proven track record of outperforming industry benchmarks
We've been honoured five times as “Best Financial Advisors” by CNBC-TV18 and recognized by AIWMI for “Best Multi-Family Office,” we’ve earned our clients’ confidence through consistent outperformance and integrity.
Please reach out to me at rimpyrutter@clientassociates.com to talk about how we can align multi-generational legacies with precision, privacy, and purpose.
Experience
AVP WEALTHCurrent
Pioneer Client Associates
Oct 2025 – Present
AVP OperationsCurrent
Client Associates · Gurgaon, India
May 2024 – Present
• Lead a high-performing team focused on elite client servicing and operational excellence, achieving a 26% improvement in efficiency. • Manage and oversee the portfolios of 50+ UHNW families, corporates, and individuals across diverse asset classes. • Develop and present comprehensive financial plans to map cash flows and support holistic wealth management strategies. • Lead a team of 5 analysts to design and execute high-quality, tailored investment strategies. • Oversee centralized MIS for pan-India operations, ensuring timely and accurate performance reporting for HNWI/UHNWI clients • Design and implement streamlined operational processes to enhance scalability and consistency across the organization • Ensure full compliance with SEBI and AMFI regulations through rigorous process governance • Drive ongoing training and development programs to elevate team capabilities and knowledge
Education
Skills
Related professionals · Client Associates
More Finance & Operations