Services
While laying the foundation of Client Associates we dreamt of setting up a truly honest, client-oriented private wealth management practice. Our dream has been our guiding principle in helping our clients celebrate life, while we help them manage their wealth in the most effective manner. We, at Client Associates, are driven by the passion to disengage our clients from the arduous task of managing their wealth. Read More
Geared towards providing more than ‘Wealth Management’ Services, the Client Associates Family Office aims to preserve and grow family wealth for the enjoyment of present and future generations. This is done through a combination of data science proven proprietary mathematical models to achieve the targeted growth of wealth followed by a systematic transfer of wealth for the future generations.
Once the investment mandates and benchmarks have been defined, this is followed thoroughly and tactical asset allocation is complied with. A robust reporting system helps us track performance based on the state of the art and accurate performance measurement techniques. This allows a client to compare the performance of their investments in a uniform manner.
India, today, is the fastest growing large economy in the world and is on its way to becoming the third largest economy by 2028. A young demography, an educated global workforce, an emerging middle class and a progressive leadership will change the country from a developing nation to a developed one.
Experience
true freedom
Celebrate the finer side of life knowing
your wealth is in good hands. Celebrate the finer side of life, knowing your wealth is in good hands.
Credibility
& Awards Credibility & Awards
Our in-depth understanding and command of the key variables that drive financial markets has earned us a special place in the industry, and among our clients. Client Associates inspires trust and reliability, and our work and its recognition speak for themselves.
5 Times Winner Best Financial Advisor Award
CNBC TV-18
Best Multi Family Office
AIWMI
Winner Asian Family Office of the Year
Citywealth
Ranked 2nd Outstanding Wealth Manager for Family Office Service Globally
Private Banker International
Client Associates aims to facilitate wealth management by providing a comprehensive multi family office solution set, facilitated by unmatched forecasting capabilities across asset classes. Our advice is based on emerging future to improve expected performance.
Status of complaints for
Investment Advisory Services - September 2024
At the beginning of the month: NIL
Received during that month: NIL
Resolved during the month: NIL
Pending at the end of the month: NIL
Reasons for pendency: NIL
Status of complaints for
Portfolio Management Services - September 2024
At the beginning of the month: NIL
Received during that month: NIL
Resolved during the month: NIL
Pending at the end of the month: NIL
Reasons for pendency: NIL
Status of complaints for
Alternative Investment Funds - September 2024
At the beginning of the month: NIL
Received during that month: NIL
Resolved during the month: NIL
Pending at the end of the month: NIL
Reasons for pendency: NIL
Office locations
Gurugram
+91 124 4995400
Ahmedabad
+91 97 30660008
Bengaluru
+91 80 41473607
Chennai
+91 44 40840808
Guwahati
+91 76 36955738
Hyderabad
+91 40 66555333/6
Kochi
+91 484 4148197
Kolkata
+91 33 40616563/65
Mumbai
+91 22 24222454
Patna
+91 97 09301144