The human qualities attracted me to Client Associates. CA has decent people with high levels of integrity who work to achieve clients’ goals.

We have been associated with CA for 10 years and they embody all the values, which are desirable in any wealth management company such as client satisfaction, integrity in advice given, consistency in action taken for the wellbeing of their clients and serving their best interests. Himanshu and Ankit are looking after our account and we are very happy with the investments that they have made on our behalf.

Client Associates has advised and managed my financial needs in a manner that has given me the security and the confidence to make bolder choices, both professional and in life.

A Wealth Manager who always acts in his client's best interest, displays expertise and knowledge in investing across asset classes, responds quickly to client's needs, is proactive with suggestions when necessary and provides the stability of an engagement that will endure over the long term fulfils the essentials to building a successful relationship. I have found that Client Associates delivers on all counts and have therefore been working with them for over 13 years.

Client Associates believes in building a relationship based on Trust. They don’t see you as an Account Number. My association with Client Associates is now a decade old. They not only handle my investments but are my trusted financial advisors who understand me, my risk taking abilities and my life needs.