Shristi Jain — Associate- Wealth · Client Associates

Shristi Jain — Associate- Wealth · 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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Experience

Associate- WealthCurrent
Client Associates · India
Nov 2022 – Present
Wealth Associate at Client Associates (CA), a leading multi-family office offering comprehensive wealth management and related services. As CA’s ambassador in Rajasthan, I am focused on building a strong presence, forging meaningful relationships, and driving long-term value in this dynamic market. With experience working closely with clients, my role blends relationship management & investment advisory. I support portfolio reviews, product alignment, and investment recommendations tailored to client goals and risk profiles. Backed by a strong foundation in financial planning, asset allocation, and portfolio management, I bring a client-first approach to wealth creation and preservation.