Dubai: Klay Group, a boutique financial services firm providing Wealth Management, Multi-Family Office, Asset Management and Corporate Advisory services to ultra-high-net-worth families and institutions, is pleased to announce the appointment of Rohit Ganguli as Global Head of Wealth Planning.
Based in Singapore, Rohit will report to Arjun Anand, Chief Executive Officer (APAC), and will lead Klay Group’s global wealth planning function. He will work closely with ultra-high-net-worth individuals and families to deliver bespoke wealth planning solutions across succession planning, family governance, tax, insurance, pensions and cross-border matters.
His appointment comes as Klay Group continues to enhance its advisory capabilities to meet the increasingly complex needs of globally mobile clients and multi-generational families.
Kalpesh Khakhria, Chairman of Klay Group, said: “We are delighted to welcome Rohit to Klay Group. His deep expertise in wealth planning and understanding of the challenges faced by global families will further strengthen our ability to provide comprehensive advice and long-term solutions to our clients.”
Arjun Anand, Chief Executive Officer (APAC) at Klay Group, added: “We are seeing growing demand from clients for sophisticated wealth planning advice that extends beyond investments. Rohit’s experience across succession, governance and cross-border planning makes him a valuable addition to our team as we continue to expand our offering across Asia and globally.”
Rohit joins Klay Group from EFG Bank, where he served as Head of Wealth Planning Asia since 2016. In this role, he advised high-net-worth and ultra-high-net-worth clients on a broad range of wealth planning matters, including tax, succession, pensions, insurance, family governance and cross-border structuring.
Rohit studied Accountancy in India and holds a Master’s degree in Tax Law from the Netherlands. He has also completed the STEP Diploma in Trusts and Estates, a globally recognised qualification in trust and estate planning and is a Certified Family Office Advisor through the Wealth Management Institute (WMI) Singapore, Asia’s premier wealth education hub.
