Celebrate life with Client Associates

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

Family Office

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.

Family Office
Private Wealth Management

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.

Private Wealth Management
Investination India

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.

Investination India
1300+

Number Of ActiveRelationships

~$ 7 Billion

Assets UnderAdvice

10 Cities

Pan IndiaPresence

23 Years

TrackRecord

250+

Team MembersAcross India

17+ Years

Average ExperiencePer Advisor

Recent Blogs

CA’s Scholarly Desk

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07 Mar 2025

The Rise of Women HNWIs in India: A New Era of Wealth Creation

India’s economic landscape is witnessing a remarkable transformation, with women emerging as significant players in wealth creation. This shift is not just a trend, but a fundamental change in the country’s financial ecosystem, presenting new opportunities for wealth management firms like Client Associates.

Read More

CA’s Scholarly Desk

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01 Mar 2025

Mixed Signals: Decoding India's Automotive Sector Performance in Early 2025

The Indian automotive sector has kicked off 2025 with a complex mix of growth patterns and challenges, presenting both opportunities and concerns for investors watching this crucial economic indicator. While the Federation of Automobile Dealers Associations (FADA) reports an overall positive retail growth of 6.6% year-over-year in January 2025, a deeper analysis reveals nuanced trends across different segments that merit careful attention.

Read More

CA’s Scholarly Desk

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28 Feb 2025

India's Growth - Cyclical or Structural

India’s economic trajectory sparks a perennial debate: Is its growth driven by structural reforms or cyclical trends? As the economy navigates a projected 6.3–6.8% growth in FY26, disentangling these forces is crucial to assessing risks and opportunities.

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Experience
true freedom

Celebrate the finer side of life, knowing your wealth is in good hands.

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

award

CNBC TV-18

Best Multi Family Office

award

AIWMI

Winner Asian Family Office of the Year

award

Citywealth

Ranked 2nd Outstanding Wealth Manager for Family Office Service Globally

award

Private Banker International

Follow us on social media

Follow us on LinkedIn to keep up to date with all our latest work, experiences and engagements in the world of private wealth management. Learn with us and make this knowledge work for you.

Adding value to your wealth.

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 - March 2025

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 - March 2025

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 - March 2025

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

© 2025 Pioneer Client Associates Private Limited.