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Shailja Kapoor — Associate Director · Client Associates · Gurugram, Haryana, India.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
Wealth is not just about generating returns. It is about building portfolios that can endure change. I work with a multi-family office, advising UHNI families on wealth and investment strategy—across portfolio construction, asset allocation, alternatives and global diversification. With 14+ years across financial services, including Citibank, ICICI Bank and HDFC AMC, my focus is on helping families navigate market cycles with greater clarity, discipline and perspective. I believe resilient wealth is built through thoughtful allocation, diversification and the ability to adapt—not by chasing the next opportunity. My areas of interest include Indian and global markets, portfolio strategy, alternative investments, currency diversification and the evolving architecture of long-term wealth. I also share observations from markets and conversations with investors, with a simple objective: to question conventional thinking and build better investment frameworks. Build for growth. Position for Uncertainity. Compound with time.
Experience
Associate DirectorCurrent
Client Associates · Gurugram
Apr 2026 – Present
• Advise UHNI families on comprehensive wealth strategies, integrating asset allocation, portfolio construction, liquidity and risk management. • Develop bespoke investment frameworks aligned with financial goals, risk profiles, time horizons and evolving wealth needs. • Provide strategic oversight across Indian equities, mutual funds, alternatives, fixed income, real assets and international investments. • Guide clients on global diversification to enhance long-term portfolio resilience and manage concentration risks.
Senior Manager
HDFC Mutual Fund · New Delhi, Delhi, India
Jun 2019 – Aug 2022
Education
Skills
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