Blog of a
Wealth Manager

Read about real life case studies, gather cutting edge knowledge, and read about our views on the emerging Indian and global wealth management scenario, curated for your convenience by Client Associates’ Thought Leaders.

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From the archives

CA’s Scholarly Desk

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12 Nov 2024

The Psychology of Wealth: Battling Greed and Fear

In the complex world of wealth management, success isn’t solely determined by market knowledge or financial acumen – it’s significantly influenced by our emotional responses to money. Understanding and managing these psychological aspects is crucial for long term wealth preservation and growth, particularly for wealth owners and multi-generational wealth owners.

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Rohit Sarin

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09 Oct 2024

Consistency as the Formula for Success at CA

In the bustling landscape of India's financial sector, where opportunities seem to sprout at every corner, one might be tempted to chase every glittering prospect that catches the eye. However, here at Client Associates, we paint a different picture of success-one built on the sturdy foundation of consistency.

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CA’s Scholarly Desk

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10 Sept 2024

Multi-Family Office - The What, Why and Who in 2024

What exactly is Multi-Family Office? Dictionary defines it as “ A joint office for multiple families to take care of their financial requirement”. Wealthy individuals and families have a wide array of financial requirements including but not limited to wealth management, angel investments, tax planning, succession planning and etc. Such individuals and families may seek to develop a family office with the core intention of preserving the family fortune and multiplying it; they may however like to address other non-core financial requirements like social involvements, property investments, art dealings, luxury travel or anything else that they may foresee through the same setup. Intention of multiple such families in getting together to undertake this activity has led to shoot out of Multi-Family offices. Now these families can either hire common staff to do it with cost consensus or they can liaison with a professionally organised platform for such services.

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