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Client Associates (CA) is India’s First boutique “Family Office Firm” founded by Senior Private Bankers to provide a professional platform of Private Wealth Management services in India.

CA was founded in May, 2002 and operates out of four offices at Gurgaon, New Delhi, Mumbai and Bangalore. Its Core Team includes Arjun Gupta, Himanshu Kohli & Rohit Sarin who had spent years in the areas of Corporate Finance, Investment Banking and Private Banking before setting up CA.

While laying the foundation of Client Associates we were guided by a single minded client centric approach. It began with our name itself. Then our practice model was built around the very needs of a client. CA’s unique selling point is that it manages the total financial affairs of their clients. In other words a Private Banker at Client Associates is the Chief Financial Officer or “CFO” for his Client Families.

 


Over the years the acceptance of CA by private clients at large and the goodwill that it has generated in the Wealth Management Industry continues to be the source of energy for its growth. Today Client Associates is recognized by private clients and the industry at large as not only the Pioneers of Family Office in India but also as one of the “Best Team of Private Bankers” in India.

A typical Private Client of Client Associates is an informed and knowledgeable Client Family, which has and is creating Private Wealth. Together they constitute the most successful section of our society. They are high profile Corporate Heads, Successful Professionals & Entrepreneurs and Eminent Business Owners.
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