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Client Associates (CA) is India’s First “Multi 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 seven offices at Gurgaon, New Delhi, Mumbai, Bengaluru, Kolkata, Chennai and Hyderabad.

The foundation of Client Associates was guided by a single minded client centric approach. It began with the name itself. Then its 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 its clients. In other words a Private Banker at Client Associates is the Chief Financial Officer or “CFO” for his Client.

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Over the years the acceptance of CA by private clients at large and the goodwill that it has generated in the Private Wealth 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 Teams of Private Bankers” in India. Its 22 private bankers work very closely with 430 wealthy families and private institutions of India with a unique ratio of less than 20 clients per advisor which ensures that each client gets the focus and attention which it deserves.

A typical Private Client of Client Associates is an informed and discerning wealth owner. Together they constitute the most successful sections of our society. They are high profile Corporate Heads, Successful Professionals & Entrepreneurs, Eminent Business Owners and private institutions of repute.

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