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People · Advisors · Advisory & Relationship
Senior Portfolio Analyst | Multi-Family Office | Private Wealth Management
Senior Portfolio Analyst · Client Associates
Rishabh Kaushik — Senior Portfolio Analyst · Client Associates · Gurugram, Haryana, India.
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Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
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About
With significant experience in the private wealth advisory space, I specialize in delivering tailored wealth solutions for High Net Worth Individuals (HNIs), Ultra High Net Worth Individuals (UHNIs), family-owned businesses, trusts, endowments, and single-family offices.
I am deeply fascinated by private wealth management, private markets, and portfolio strategies, and I am currently pursuing the Chartered Financial Analyst (CFA) program, having cleared Level I. I approach every client engagement and learning opportunity with humility and curiosity, ensuring I stay ahead of evolving industry trends to serve clients more effectively.
At the core of my work lies a simple belief: wealth management is not just about numbers, but about trust. I value building authentic, long-term relationships and understanding individual needs before crafting strategies.
Currently, I serve as a Senior Portfolio Analyst at Client Associates, where I partner with families to preserve and grow wealth through disciplined asset allocation, risk management, and thoughtful portfolio construction.